Robert Obrien is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Mercer Allied Company, The Ayco Company, Goldman Sachs & Co. LLC, UBS Financial Services, and multiple entities within the Rockefeller organization. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates both as a registered investment adviser and broker-dealer, offering access to a consolidated investment platform with diverse solutions across equities, fixed income, and alternatives.

Russell Zamloot is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at Avantax Advisory Services and LPL Financial and operates Russell P. Zamloot CPA, LLC, a tax preparation and accounting firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms to deliver customized wealth management services.

Jennifer Mcmanemin is a financial advisor at &Partners with 29 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Merrill. Outside of her advisory role, she manages JCM10, LLC, serving as the office manager. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies and maintaining capabilities as a registered investment adviser and broker-dealer.

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.

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.

Carmine Demaio is a financial advisor at TD Private Client Wealth LLC with a Series 66 license and four years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Capital Management. Outside of finance, he worked at Monmouth University and Rix Pool & Spa. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through a platform supported by Envestnet and custodians like Pershing.

Robert Hope is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024, following seven years at Buckingham Strategic Wealth, LLC, and four years at PNC Bank and PNC Investments. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Jeremy Welther is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at Mariner Wealth Advisors and Brinton Eaton, spending six years and eleven years respectively. Welther serves as a trustee overseeing the administration of a credit shelter trust and other trust arrangements. Mariner is an enterprise advisory firm that provides a broad range of services to individuals, institutions, and organizations, including investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers, and it offers integrated tax and administrative family office services uncommon for firms of its size.

Jonathon Allen is a CFP® with 10 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has previously worked with LPL Financial and Parks Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm operates under a fiduciary model and employs multiple investment strategies, often implementing advice through third-party managers and technology platforms.

Dominique Fisichella is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at The Ayco Company, L.P./Mercer Allied and St. John's University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and a range of advisory platforms while integrating capabilities across Goldman Sachs affiliates.

Kathy Hay is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. Her prior experience includes roles at Hillside Advisors and varying tenures at Park Avenue Securities and Guardian Life. She serves as a trustee at Franklin and Marshall College and is a session member at Wyoming Presbyterian Church. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions including discretionary management, model‑based strategies, financial planning, and access to proprietary and third‑party advisory programs.

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. His career includes roles at PNC Wealth Management, Wells Fargo Clearing, and BNY Mellon Securities Corporation. Lyons also operates a wealth management practice under the name JK Lyons Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various technology platforms and investment strategies while offering access to proprietary and third-party managed account solutions.

Anthony Miceli is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 license and has 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2023, he has also served as an advisory board member for Morningstar, contributing to mutual fund and ETF research. Benjamin F. Edwards & Company, Inc. is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models in discretionary and non-discretionary managed solutions.

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. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who utilize various investment approaches and platforms, delivering both discretionary and non-discretionary portfolio management.

Jennifer Becker is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously held roles at Glenmede Trust Company and Armstrong Shaw Associates Inc. Becker serves as a board member of Executive Women of New Jersey. Mariner is an enterprise firm serving a wide range of clients through customized investment management, financial planning, retirement consulting, and integrated tax and family office services, supported by both internal research and third-party managers.

David Breault is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding Series 63 and Series 66 credentials and over 40 years of industry experience. His career includes roles at LPL Financial, Morgan Stanley, and Citigroup Global Markets. Breault operates under a hybrid registered investment advisor arrangement with Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based advisory model and employs various investment strategies, often implementing advice through third-party managers and technology platforms.

Stephen Craffen is a CFP® professional with 22 years of experience in financial advising. He currently works with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously served at Atlas Fiduciary Financial and Stonegate Wealth Management, LLC. Outside of advising, he is the owner of a Retro Fitness franchise in Ringwood, NJ. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

George Ghobriel is a financial advisor with Mercer Global Advisors Inc. in Morristown, NJ. He holds the Series 66 designation and has five years of industry experience. His prior roles include positions at The AYCO Company, Goldman Sachs & Co. LLC, and CapFinancial Partners. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.