Delia Mezzina is a CFP®-certified financial advisor with seven years of industry experience, currently with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Zoe Financial, Fidelity Brokerage Services, and Legg Mason. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and offers proprietary private funds alongside comprehensive performance reporting and analytics.

Christopher Kent is a Series 66 licensed advisor with six years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having held prior roles at MML Investors Services, MassMutual, and several regional banks. Kent provides administrative support to Private Advisor Group, an independent investment advisor firm. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed accounts.

Christopher Piccoli is a CFP® professional with 17 years of industry experience, currently advising at Mariner Wealth since 2024. His prior experience includes roles at The Mather Group, RegentAtlantic, and J.P. Morgan in various capacities. He serves as an Advisory Board Member at CDT Capital Management, where he provides strategic guidance on marketing and regulatory matters. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax and administrative family office services.

Alessandra Grassi is a financial advisor with Guardian Life and holds the Series 65 and Series 66 credentials. She has 11 years of experience in the industry, including roles at Park Avenue Securities and other financial firms. In addition to her advisory work, she is involved with Grassi Advisors, supporting partners in the firm outside of investment activities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Gregory Campbell is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2017, following five years at PNC Investments. Outside of his advisory role, he is a managing member of Jolie Group, LLC, a holding company for a mixed-use building. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a range of strategic and tactical asset allocation portfolios that include both affiliated and third-party sub-managers.

Erik Friedman is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has six years of industry experience, having worked at Eagle Strategies since 2024 and previously at NYLIFE Securities and New York Life Insurance. Prior to his advisory career, he was employed at Lithia Motors from 2016 to 2019. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, managing a substantial portion of its assets on a non-discretionary basis.

Steven Ford is a financial advisor at J.W. Cole Advisors, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at firms including Cambridge Investment Research and Fcg Advisors LLC. Ford is a board member of the Summit Mens Lacrosse Alumni Association and the Summit Area YMCA Emeritus Board. J.W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies and provides access to multiple platforms and third-party managers.

Paul Butler is a financial advisor with Janney Montgomery Scott in Bedminster, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2024 before joining Janney Montgomery Scott in 2024. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Gunnar Himmel is a CFP® with six years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Janney Montgomery Scott LLC, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individual investors and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

Bonnie Bravo is a financial advisor at &PARTNERS with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for a total of 12 years. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm employs a range of analytical approaches and combines proprietary and third-party strategies, managing accounts on both discretionary and non-discretionary bases.

Austin Singer is a financial advisor at Primerica Advisors with a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company and owns Renn Capital LLC and Shadow Pond Protection Services, LLC, which is involved in insurance sales. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services, including proprietary advisory programs and access to third-party investment platforms.

Michael Klinger is a CFP® with seven years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes roles at Morgan Stanley and RegentAtlantic. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Ryan Miller is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Ayco Company, L.P./Mercer Allied, Santander Securities, and Santander Bank. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, supported by integrated capabilities across the Goldman Sachs ecosystem.

Carolyn Lloyd Turbett is a financial advisor with Kestra Advisory who holds the ChFC® designation and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including long-term roles at Kestra Investment Services and her own firm, Carolyn Lloyd-Cohen LLC. In addition to her advisory work, she serves as a trustee in legal and fiduciary capacities and is involved in insurance sales and client relations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Darlene Giz is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 licenses. She has 21 years of industry experience, having previously worked at Principal Securities, Principal Life Insurance Company, Invesco Distributors, Oppenheimerfunds Distributor, and Blackrock Investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Alfonso Saverino is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He is also a Certified Public Accountant practicing with Kelleher, Saverino & Petzold CPAs LLC, where he provides tax advice and preparation services. His work history includes roles at firms such as Ameriprise Financial Services Inc and Cetera Advisors. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and access to third-party asset managers and turnkey asset management platforms.

James Leong is a financial advisor with NewEdge Advisors, holding a Series 66 designation and ten years of industry experience. He previously worked at Private Portfolio Partners for nine years and LPL Financial for ten years. Leong provides investment advisory services through NewEdge Advisors, an independent registered investment advisory firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers various managed portfolio solutions, financial planning, and consulting services, utilizing centralized due diligence and technology tools to support clients and advisors.

Shahid Malik is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to approved third-party strategists.

Samuel Berger is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Sanctuary Securities, Inc. and Fieldpoint Private. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services using various analytical approaches and acts as a fiduciary when a written advisory agreement is in place.

Nicholas Schmidt is a financial advisor with \u0026Partners holding a Series 66 designation and six years of industry experience. Prior to joining \u0026Partners in 2024, he held roles at Wells Fargo Clearing Services and Veritable L.P., among other positions. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis across various proprietary and third-party strategies.