Jennifer Mcmanemin is a financial advisor at &PARTNERS with 29 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Merrill. Outside of her advisory role, she manages JCM10, LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm combines investment advisory and brokerage services, employing a variety of portfolio management strategies through the Envestnet platform and offers services ranging from financial planning to investment banking.

Kevin Wright is a Series 66 licensed financial advisor with seven years of industry experience, currently serving at Goldman Sachs Wealth Services since 2021. Prior to this, he worked at The Ayco Company, L.P./Mercer Allied from 2019 to 2021. Outside of finance, he holds a silent partnership stake in a bar and restaurant business. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and delivers customized advisory support through integrated strategies and a broad range of affiliated services.

James Bassett is a CFP®, CFA®, and Series 65-licensed financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2025, he worked for Altfest Personal Wealth Management for eight years. In addition to his advisory role, Bassett serves as a consultant at KAZE Creative, where he assists with business strategy and financial operations. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Samuel Bodner is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs & Co. LLC since 2025 and previously worked at Double Diamond Investment Group and Crestmont Country Club. His professional experience in the industry begins in 2025. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management solutions, leveraging a comprehensive range of strategies and resources within the broader Goldman Sachs ecosystem.

Yang Vogel is a financial advisor with Eagle Strategies (NY Life) based in Livingston, NJ, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. Prior to joining Eagle Strategies in 2023, he worked at NYLIFE Securities LLC and New York Life Insurance Company since 2022 and was with HSBC Bank USA from 2015 to 2022. Outside of his advisory role, he is a licensed Notary Public. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Susan Kolan is a financial advisor with TD Private Client Wealth LLC based in Bernardsville, NJ. She holds Series 63 and Series 65 licenses and has five years of industry experience. She has worked with TD Private Client Wealth LLC since 2020 and has been with TD Bank N.A. since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm’s investment approach combines strategic and tactical asset allocation with affiliated and third-party sub-managers through various portfolio offerings.

Robert Hope is a CFP® and Series 66-registered financial advisor with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Strategic Wealth, and PNC Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies.

Jeremy Welther is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2012. He is based in Madison, New Jersey, and holds a Series 63 license. Outside of his advisory role, he acts as a trustee overseeing the administration of non-investment-related trusts. Mariner Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by internal research and third-party managers, with additional offerings in tax integration and financial wellness solutions.

Jonathon Allen is a CFP® and holds a Series 66 license, with 10 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial and Parks Wealth Management. 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 a range of portfolio management and financial planning services and utilizes multiple third-party asset management programs and model strategists.

Dominique Fisichella is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to this, he was employed at The Ayco Company, L.P./Mercer Allied and held various roles at St. John's University and Pico. 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 offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Kathy Hay is a CFP®-certified financial advisor with 10 years of industry experience. She is affiliated with Guardian Life and works through Park Avenue Securities in Florham Park, NJ. Her prior roles include positions at Hillside Advisors and a period of unemployment before joining Guardian Life and Park Avenue Securities. Outside of her advisory work, she serves as a trustee at Franklin and Marshall College and is a session member at Wyoming Presbyterian Church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

James Lyons Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Lyons also operates a registered investment advisory business under the name JK Lyons Wealth Management. Private Advisor Group is an SEC-registered firm managing over $41 billion and serving more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party asset management programs.

Anthony Miceli is a financial advisor with Benjamin F. Edwards & Company, Inc. in Morristown, NJ, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves on the Advisory Board for Mutual Fund/ETF Research at Morningstar. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with ongoing oversight by an Investment Strategy Committee.

Ryan Madonna is a Series 66-licensed advisor with Goldman Sachs Wealth Services in Morristown, NJ. He has been with Goldman Sachs & Co. LLC since 2023 and has prior experience at Asset Staffing. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers a range of tailored services including Executive Wealth, Personal Wealth, and Private Family Office support.

Christina Vollmann is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 14 years before joining Sanctuary Advisors in 2023. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and integrates multiple affiliated entities and strategic partnerships to support its platform.

Jennifer Becker is a financial advisor at Mariner with eight years of industry experience. She holds a Series 65 designation and previously worked at Glenmede Trust Company from 2014 to 2018. Becker serves on the Board of Trustees for the Executive Women of New Jersey. Mariner serves a broad mix of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements discretionary, customized portfolios combining in-house research and third-party managers, with additional offerings such as Core Family Office services and employer financial-wellness tools.

David Breault is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has worked with Private Advisor Group since 2011 and has been affiliated with LPL Financial since 2010. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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 account strategies.

Stephen Craffen is a CFP® with 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atlas Fiduciary Financial and Stonegate Wealth Management, LLC. Outside of his advisory role, he is the owner of a Retro Fitness location in Ringwood, NJ. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Gavin Kreitz is a financial advisor with TLG Advisors, Inc., holding a Series 66 credential and no prior industry experience. His work history includes roles at Simplicity Investments Inc., Gideon Strategic Partners LLC, Leste Group, Med-Metrix, and academic positions at the University of Miami and Lafayette College. TLG Advisors, Inc. serves a diverse client base, including individuals, trusts, charities, corporations, and institutional investors. The firm focuses on manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advised accounts and direct-to-consumer digital investment programs.

Robert Samara is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Madison Wealth Planners and LPL Financial, and has prior experience at PSEG and Rowan University. 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.