Diandra Allen is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior experience with Northwestern Mutual and Atlantic Health System. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jinping Lin is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked at Transamerica Financial Advisors since 2016 and is also involved with Investment Options LLC and RealMart Realty, where she serves as a referral agent. Lin provides health insurance and Medicare services alongside her advisory role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party managed investment programs.

Stephen Littenberg is a CFP® and ChFC® with 35 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2020, and previously spent 10 years with National Asset Management, Inc. and National Securities Corp. Outside of his advisory role, he operates under the business names Scholar Wealth Management and Scholar 401k Solutions through Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Franklin Smith Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial and CUNA Mutual Group in prior roles. In addition to advisory duties, he provides administrative support to Private Advisor Group. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Raymond Bolleia is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 43 years of industry experience, including 12 years at Ameriprise Financial Services and five years with both Private Advisor Group and LPL Financial. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset managers.

Katherine Chen is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following prior roles at The Ayco Company, L.P./Mercer Allied and SS&C Technologies. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, integrated financial group.

Lynn Jacobowski is a financial advisor with TLG Advisors, Inc. in Summit, NJ, holding Series 63 and Series 66 licenses with 18 years of industry experience. Her prior roles include work at The Leaders Group, Inc., Park Avenue Securities, Guardian Life Insurance, and Wealth Advisory Group. She also maintains an independent insurance agent business focused on life insurance and Medicare sales. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Lesley Draper is a financial advisor with Corient, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at RegentAtlantic for 14 years before joining Corient and its related entities in recent years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies and third-party managers, with an emphasis on risk management and portfolio monitoring.

Michael Green is a CFP® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Wechter Feldman Wealth Management, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and other vehicles.

Jessica Divincent is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Ryan Casey is a financial advisor at Guardian Life with four years of industry experience. He holds a Series 66 designation and has previously worked at Simon Quick Advisors, LLC, Longbridge Financial, LLC, and Park Avenue Securities. Casey’s background also includes roles outside finance, such as positions at Bottle King and Acme Markets. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using model portfolios from internal and third-party managers.

Brian Mc Govern is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and six years of industry experience. He is also a partner at McGovern Garry LLC, a CPA firm offering tax and consulting services. Additionally, Mr. McGovern serves as a board member for QuantumXchange, Inc. without compensation and provides tax advice and preparation services separate from his investment advisory work. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies and extensive use of third-party platforms and managers.

Corrado Spezzacatena is a CFP® professional with 23 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His previous experience includes roles at Raymond James Financial Services and Wells Fargo Advisors. Outside of advisory work, he is the CEO of prefGrab, Inc., a business focused on idea generation and development. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, planning, and portfolio management services through both proprietary and third-party solutions.

Jorge Garcia is a financial advisor with HSBC Securities (USA) Inc. who holds a Series 66 license and has 13 years of industry experience. He has been with HSBC and its affiliated entities in various capacities since 2015 and previously worked at Oppenheimer & Co., Inc. In addition to his advisory role, Jorge operates a small notary services business. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types from client-directed to fully discretionary accounts, employing a structured investment process with model risk profiles and utilizing affiliated and third-party service providers for fund selection and account management.

Matthew Masterson Jr. is a CFP® with 10 years of industry experience, currently serving at Corient. He previously worked at RegentAtlantic for eight years. He is involved with the Morris Educational Foundation, where he serves on the Finance Committee overseeing the organization’s finances and investments. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies, third-party managers, and customized asset allocation, with ongoing portfolio monitoring and risk management.

Jeffrey Boyer is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, following a 15-year tenure at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Haorong Huang is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He has been with Citigroup Global Markets since 2013. Huang holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing a range of discretionary and non-discretionary portfolio solutions.

James Galbraith III is a CFP®-designated financial advisor with 33 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having joined both firms in 2022. His prior experience includes roles at Steward Partners Global Advisory, Raymond James Financial Services, and Wells Fargo Advisors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. 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 account strategies.

Brian Dorflinger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Raymond James Financial and Kennedy Insurance Services. Outside of advisory services, he has been a driver for Uber since 2015 and is involved with Edgewood Associates, a property and casualty business. Private Advisor Group 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, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Donna Sabatino is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner since 2020. Prior to joining Mariner, she worked at Wealth Health, LLC for five years. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and it provides integrated tax and accounting services alongside financial wellness programs for employer clients.