Brian Dorflinger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Raymond James Financial and Kennedy Insurance Services. Outside of advisory work, he is also an Uber driver and operates a property and casualty business through Edgewood Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines technology platforms and a range of investment strategies, frequently implementing advice through third-party managers and turnkey asset management programs.

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.

Gavin Natelli is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2014, following positions at Morgan Stanley and Wells Fargo Clearing. He volunteers as a weekly usher at the Church of the Little Flower in Berkeley Heights, NJ, and participates in campaign fundraising on a volunteer basis. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs combining discretionary and non-discretionary services, including asset management, consulting, and retirement planning.

Kayla Rodriguez is a CFP® professional with seven years of experience in the financial advisory industry. She has been with Mariner since 2019 and previously worked at Glen Eagle Advisors, LLC. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized portfolios overseen by an investment committee and integrates tax and accounting services uncommon for firms of its size.

Aidan Baris is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs, he held roles at Freepoint Commodities and Mandelbaum Barrett PC and has an academic background from Emory University. Goldman Sachs Wealth Services advises individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams customize strategies using a combination of internal investment groups and third-party analytics, supported by the broader Goldman Sachs ecosystem and a range of client service platforms.

Derek Hankins is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked in the retail sector at Simons Hardware and Bath. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services uncommon for a firm of its size.

Jacob Schultz is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience and a Series 66 credential. He has worked at Goldman Sachs since 2019 and previously held roles at Pepperdine and Bloomingdales Inc. Outside of his advisory work, Schultz serves as a trustee for a family trust based in Morristown, NJ. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management with tailored strategies supported by in-house investment research and a range of service platforms.

Brian Santini is a CFP® professional with one year of experience in financial advising. He is currently with Mariner and previously worked at US Trust Company of Delaware. His background includes four years at the University of Delaware and four years at Pequannock Township High School. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering services such as investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

John Combias is a CFP® professional with 46 years of experience in the financial advisory industry. He is currently with Mariner and MSEC, LLC and has previous experience at Cambridge Investment Research Advisors and FCG Wealth Management. Combias serves as a trustee of the Belle Buoy Foundation, a family charitable organization. Mariner serves a broad mix of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Nicolas Michel Polito is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner Wealth Advisors, he worked at Bederson LLP and held teaching positions at Fairleigh Dickinson University, where he continues to serve as an adjunct professor of Accounting, Taxation, and Finance on a semester basis. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research team and third-party managers, with a notable integration of tax and accounting services and specialized operational capabilities.

William Angelo Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group since 2013 and LPL Financial since 2012. He is also the owner of Angelo & Associates CPA, a full-service CPA firm providing accounting and income tax preparation services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary advisory model and integrates various investment strategies, often utilizing third-party managers and proprietary technology platforms.

Jason Frieder is a CFP®-credentialed financial advisor with 28 years of industry experience. He is currently with Goldman Sachs Wealth Services and has held various roles within Goldman Sachs and affiliated entities since 2002, including The Ayco Company. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing tailored financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem and employs strategic allocation models, manager selections, and both discretionary and non-discretionary implementations to meet client objectives.

Joseph Costello is a financial advisor at Osaic Institutions, Inc. based in West Orange, NJ, holding Series 63 and Series 66 registrations with 19 years of industry experience. His prior firms include Ameriprise and Royal Alliance. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a combination of discretionary and non-discretionary assets.

Ronan Obyrne is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes eight years at Fieldpoint Private Securities LLC and roles at Sanctuary Advisors and Sanctuary Securities since 2022. Outside of his advisory role, he is the founder of Crescent Pine Family Office Group, a boutique firm providing family office services to ultra-high-net-worth families and business owners, and co-founded Crescent Pine Insurance Group, a property and casualty insurance brokerage. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm employs diverse investment approaches and provides portfolio management, retirement plan consulting, and access to sub-advisers and third-party managed account platforms.

Alejandro Tirso is a CFP® professional with 13 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include positions at Invesco Distributors, Inc. and Oppenheimer Funds. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing a range of investment advisory, financial planning, and managed account programs.

Ryan Dugan is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored solutions through centralized investment resources and integrates services across affiliates, such as banking and retirement consulting, to deliver comprehensive wealth management.

Daniel Clark is a financial advisor with Janney Montgomery Scott in Short Hills, NJ, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He worked at UBS Financial Services for 11 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Donna Dupre is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 credential and 10 years of industry experience. She has served as Senior Manager at Mark Scordato & Associates since 2006, overseeing marketing, compliance, client relations, and daily operations. Additionally, she is licensed to sell life insurance and annuities. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm utilizes a range of investment strategies and platforms, including both discretionary and non-discretionary account management.

Patrick Edwards is a financial advisor at Money Concepts Capital Corp with 22 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is a CPA and owner of Edwards Financial Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a range of clients including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Jeffrey Callahan is a CFP® professional with 22 years of experience in financial advising. He is currently with Cetera Planning Partners and has prior experience at Avantax and 1st Global Advisors. His career includes roles in wealth management and financial planning across multiple firms within the Cetera and Avantax organizations. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with additional services such as tax planning, bookkeeping, and estate planning through third-party providers. Their investment approach centers on diversified portfolios of mutual funds and ETFs tailored to client objectives and risk tolerance, supported by integration within the larger Cetera network and affiliated resources.