Evan Imfeld is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 12 years of industry experience, including prior work at Northwestern Mutual Investment Management. He also assists with underwriting processes through a local insurance agency. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while combining proprietary and third-party resources.

Edwin Colvin Jr. is a financial advisor with Tlg Advisors, Inc. and holds the Series 63 and Series 65 licenses, with 41 years of industry experience. He has been associated with Capitas Financial LLC and The Leaders Group, Inc. since 2009. Outside of his advisory roles, he is a partner and agent at Pinnacle Group, which supports life insurance and annuity brokerage services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Mark Gori is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with TLG Advisors, Inc. and The Leaders Group Inc. Prior to these roles, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TLG Advisors, Inc. serves a diversified client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed and direct-to-consumer investment programs.

Melissa Weisz is a CFP® and CFA® with 14 years of industry experience. She currently serves at Corient and has previously worked at RegentAtlantic and Wechter Feldman Wealth Management, Inc. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and includes private fund capabilities through affiliated platforms.

Gary Herz is a CFP® professional affiliated with Focus Partners Wealth, LLC and has 18 years of industry experience. He previously worked at GYL Financial Synergies for three years and spent 24 years at Wechter Feldman Wealth Management, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private funds. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brian Flynn is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2026. Prior to this, he held roles at Journey Strategic Wealth LLC, Magnus Financial Group, Purshe Kaplan Sterling Investments, Inc., and Dynasty Wealth Management, LLC. Flynn is also an independent insurance broker, dedicating less than 10% of his business hours to this activity. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and diversified portfolio construction.

Kimberly Visco is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at PNC Wealth Management. Visco has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates various investment strategies through both proprietary and third-party platforms.

Scott Borg is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2016 and holds Series 63 and Series 65 credentials. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles including in-house research, security pricing, and futures commission merchant activities.

Keith Cannella is a financial advisor with PNC Wealth Management in Millburn, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PNC Investments since 2005. PNC Wealth Management offers retail brokerage and advisory services through various model‑based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and third-party managed model strategies executed with mutual funds and ETFs. This employee-only pilot program features annual rebalancing and incorporates affiliated cash-sweep and revenue-sharing arrangements.

Mark Rieger is a CFP® professional with three years of experience currently with Brookstone Capital Management LLC. He is also the managing partner of The Pediatric Center, a medical practice, where he has been involved since 1993. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Matthew Kanakis is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Bank of America, and Merrill. Outside of finance, he has held roles in the restaurant industry. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Mark Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 36 years of industry experience. His prior firms include PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. In addition to his advisory work, he is involved in non-variable insurance through several related business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party investment strategies and technology platforms.

Ronald Volpe is a financial advisor at HSBC Securities (USA) Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within the HSBC organization since 2008. Outside of his advisory role, he volunteers at St Clare Church, assisting with religious instruction and monitoring children. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs a mix of client-directed and discretionary strategies supported by HSBC Global Asset Management and utilizes multiple risk profiles in its investment process.

Marc Leibowitz is a financial advisor at Oppenheimer with 29 years of industry experience. He has been with Oppenheimer since 2010 and previously worked at Merrill from 2004 to 2010. Outside of his advisory work, he volunteers as chairman of the lecture program at the University Club in New York City and serves as a volunteer armed guard for his house of worship in Short Hills, New Jersey. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches.

Weal Goma Androus is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with CitiBank since 2012. Outside of his advisory role, Androus has held passive or silent partner positions in pharmacy-related businesses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and broker-dealer services. The firm combines large institutional scale with specialized market roles and provides multi-asset, multi-manager strategies across discretionary and non-discretionary programs.

Anthony Condina is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at the U.S. Postal Service for 14 years. Outside of his advisory work, he co-owns a rental property with his wife. Eagle Strategies serves a diverse client base including individuals, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Robert Pactwa Jr. is a financial advisor with Principal Financial Services in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at Edward Jones and Metropolitan Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Julie Sumitomo is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. She has 18 years of industry experience and has previously worked at Santander Securities, LLC and Santander Bank, NA. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, providing ongoing portfolio management and financial planning support.

Gerald Korey is a CFP® with 12 years of experience in the financial services industry. He is currently with Corient, where he has worked since 2022, and previously spent nine years at RegentAtlantic. Korey holds a Series 66 designation. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary and third-party strategies, along with risk management tools and alternative investments where appropriate.

Nycole Vannata is a financial advisor at &Partners with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis, as well as proprietary and third-party strategies, managing accounts on both a discretionary and non-discretionary basis.