James Clark is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 11 years before joining Janney in 2025. 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, corporate retirement plans, and municipalities, offering a range of services such as brokerage, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Alexander Novak is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at RBC Wealth Management and Trepp, Inc., as well as experience outside the financial sector. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and manager selections to tailor solutions, leveraging the broader Goldman Sachs ecosystem and offering a range of fee arrangements and specialized programs.

Erika Littlejohns is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Citigroup since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth and workplace segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and clearing services.

William Zimmer is a financial advisor with Kestra Advisory, holding CFP® and Series 66 credentials and two years of industry experience. He has worked at Kestra Advisory since 2023 and previously at NexGen Financial Group in 2021. Zimmer is involved in para-planning and administrative support within his firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of investment platforms and solutions.

Jason Burklow is a CFP® and ChFC® with two years of experience in financial advisory. He is currently with Steward Partners Investment Advisory, LLC and has prior experience at Ameriprise and Burklow & Rotella, LLC. Outside of finance, he has worked in education and the hospitality sector. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Jason Beene is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022. Prior to that, he spent 18 years at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base including individuals, 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 combines in-house strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools.

Michael Whittemore is a CFP® and CFA® with 18 years of experience in the financial advisory industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019, including time at its affiliated entity Beacon Pointe Wealth Advisors, LLC. His prior experience includes roles at Heller Wealth Advisors, LLC and U.S. Trust - Bank of America. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across multiple asset classes.

Michael Gallagher is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC since 2016. Outside of his advisory role, he has been involved with the YMCA of Burlington & Camden Counties for over 20 years. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio offering designed for employees. The firm uses algorithmic tools to recommend risk-based strategies implemented with mutual funds and ETFs, with portfolio management delegated to third parties.

Tammy Cooper is a CFP® professional with three years of industry experience, currently advising at Mercer Global Advisors Inc. since 2018. Prior to this, she worked at Traust Sollus for two years. Outside of her financial advisory career, she has been an active member of the Franklin Park Volunteer Fire Company since 2012. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory and planning services. The firm’s investment approach relies on Modern Portfolio Theory, utilizing diversified portfolios implemented with low-cost ETFs, separate account managers, and other investment vehicles, alongside educational content and integrated service lines.

Eric Jimenez is a CFP® professional at Corient with experience spanning roles at Summit Financial, First Republic Bank, and William Peterson University. He has been with Corient since 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, continuously monitoring portfolios with risk management tools and incorporating alternative investments when appropriate.

Alim Ozbilge is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions across multiple client segments.

John Kraeutler is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial and Private Advisor Group since 2014. Kraeutler Financial, LLC, a non-investment-related business entity, is also among his ventures. 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, retirement plan consulting, and access to third-party asset management programs.

John O'Keeffe is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has held roles at Kestra Investment Services, Trust Financial Services, Capitas Financial, O'Keeffe Financial Partners, and Raymond James Financial Services. O'Keeffe is the owner of O'Keeffe Financial Partners LLC and serves as an independent contractor specializing in life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions to support its services.

Nairon Majeed is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles such as swap dealer and futures commission merchant.

Anthony D'auria is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Royal Alliance Associates, Inc. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments via the CAIS platform, and lending and cash-management options.

Alexander Scott is a CFP® with 4 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Fisher Investments, and MACRO Consulting Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Christopher Ransom is a financial advisor with Primerica Advisors and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Guardian Life Insurance Company and Primerica Advisors. Outside of his advisory work, he is involved in selling insurance production beyond his Guardian affiliation. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services with a range of investment programs and account-level solutions. The firm uses a combination of proprietary and third-party investment strategies and supports various account management features including discretionary and non-discretionary options.

Thomas Cantillon is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at Arthur J. Gallagher and a range of unrelated businesses and employment, as well as his attendance at the University of Maryland. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers with oversight from an internal Investment Committee.

Steven Meglio is a financial advisor with J.W. Cole Advisors, Inc. He holds a Series 65 credential and has 23 years of industry experience. Prior to joining J.W. Cole Advisors in 2021, he worked at Cambridge Investment Research Advisors and Fcg Advisors LLC. Outside of his advisory role, he is the president and owner of Meglio Group PC, an accounting practice. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Megan Resch is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 20 years of industry experience. She has been with Private Advisor Group since 2016 and also maintains a long-term association with LPL Financial dating back to 2010. 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, high-net-worth clients, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.