Benjamin Mc Kiernan is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 designation and previously worked at Blacktower Financial Management (US) and 80 Twenty Consultancy LTD. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by selective private market exposure and tax-efficient techniques.

Julianne De Marco is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily at The Ayco Company L.P., with additional experience at New York University’s Stern School of Business and as a freelance professional. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating cross-affiliate capabilities within a large financial group.

Jack Wiener is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining &PARTNERS. Wiener is also the owner of JLJ Advisors, LLC, a financial practice based in Florham Park, NJ. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies using the Envestnet platform.

Leigh Russo is a CFP® with 12 years of industry experience, currently serving at Mariner Wealth Advisors. Her prior work includes roles at Cambridge Investment Research and FCG Advisors, among others. She is a member of the Finance Committee for Executive Women of New Jersey. Mariner Wealth Advisors serves a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Matthew Rice is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Morgan Stanley, TD Ameritrade, Charles Schwab and Co., Inc., and Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Henry Falquez is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has been with Agia since 2022. Outside of advisory work, he serves as a notary public in New Jersey. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet’s UMA models and maintaining approximately $26.4 billion in discretionary assets across a large advisor network.

Soulemane Bagayoko is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Credit Suisse Securities, UBS Securities, and Wells Fargo Clearing. His career also includes a position at Uber prior to entering the financial sector. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Christina Dispigna is a financial advisor at Citigroup Global Markets with nine years of industry experience. She has been with Citigroup since 2016 and holds a Series 66 designation. Outside of her advisory role, she is listed as the owner of an investment-related LLC formed for a property purchase in Iowa. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm leverages its large institutional scale and unique market roles to provide discretionary and non-discretionary investment solutions, including bespoke offerings for very large relationships.

Helena Macke is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. Her background includes roles at Citi Bank and a degree from Claremont McKenna College. She has experience in hospitality and education sectors through previous positions with Tucci Boutique, Whiskey and Leather, and Horizon Prep. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and swap-dealer operations.

Alana Bichutsky is a financial advisor at Citigroup Global Markets with three years of industry experience. She has been with Citigroup since 2019 and previously worked at Rochester Institute of Technology. She holds the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Olga Raykhelson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Farther. She has worked at Financial Life Focus since 1998 and joined Farther Finance Advisors in 2024. In addition to her advisory work, she is a licensed real estate agent with the Corcoran Group in New York. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that combines discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, equities, and fixed income.

Nicholas Minter is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including J.P. Morgan Securities LLC and Tuttle Capital Management LLC, where he served as vice president with responsibilities in client-facing operational, transfer, and marketing support. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary advisory relationships.

Terence Coyle is a financial advisor at Private Advisor Group, LLC with 47 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Private Advisor Group since 2011, LPL Financial since 2004, and WS Griffith Securities, Inc. from 2002 to 2004. Outside of advising, he is involved in several insurance-related businesses, including offering non-variable insurance and selling occasional disability income policies. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs a combination of proprietary technology platforms and third-party managers to deliver diversified investment strategies.

Alan Babbitt is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with Eagle Strategies since 2017 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

William Pasko is a financial advisor at Goldman Sachs Wealth Services with credentials including Series 63 and Series 65 and three years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and the Better Business Bureau. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm uses strategic allocation models and proprietary analytics to tailor plans and portfolios, leveraging the broader Goldman Sachs ecosystem to provide access to a wide range of financial solutions.

Richard Zangara is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Pruco Securities Corporation. Outside of his advisory role, he serves as chairman of the North Brunswick Planning Board and the North Brunswick Democratic Organization. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Husain Bazzi is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding Series 63 and 66 licenses and five years of industry experience. He has been with Goldman Sachs & Co, LLC since 2019 and also spent three years at Brooklyn Law School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients, providing financial planning, portfolio management, and specialized programs. The firm integrates strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs network to offer a wide range of investment and advisory services.

Leonardo Diaz is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Citigroup since 2013. Outside of his advisory role, he is a member of an LLC managing personal real estate holdings in Miami, FL. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Jeffrey Faller is a CFP® with 37 years of industry experience, currently practicing at Lincoln Investment since 2008. He is a 50% owner of The Faller Company LLC, which is involved in life and health insurance sales. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolio programs, utilizing both strategic and tactical investment approaches overseen by an internal Investment Management & Research team.

Brian Ocampo is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Barrington Media Group. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.