Jack Santora is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2024, he worked at Equitable Advisors and held various roles outside the financial sector, including positions at Commvault and Rutgers University. Goldman Sachs Wealth Services offers comprehensive financial planning and investment management to individual and high-net-worth clients, corporate participants, and institutional investors. The firm leverages centralized investment resources and integrates a range of affiliated services, including banking and retirement consulting, to provide tailored wealth management solutions.

John Murphy is a financial advisor with Private Advisor Group, LLC, holding the Series 63 designation and bringing 43 years of industry experience. He has been with Private Advisor Group since 2011 and has also worked with LPL Financial since 2003. Outside of his advisory role, Murphy serves as a volunteer firefighter with the Morris Township Fire Department. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating custody and reporting through multiple custodians.

Elizabeth Blanchard is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Kestra Advisory since 2016 and previously was with Sopher Financial Group for two decades. Blanchard is also the owner and president of Front Porch Financial LLC, where she continues to provide financial advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, employee education, and plan-level investment advice while managing approximately $79.8 billion in assets and serving a range of clients from plan sponsors to sovereign wealth funds.

Adam Fried is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 25 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate and employer-sponsored participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging a combination of discretionary and non-discretionary managers within a large integrated financial group.

Stephanie Parente is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior roles include positions at Fritz's and Magic Fountain. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jared Zahn is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to entering the financial advisory field, he worked at Cushman & Wakefield and Robert Half. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through a large network of advisors.

Adam Gutkin is a financial advisor at TD Private Client Wealth LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CITI for ten years before joining TD in 2021. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers portfolio management, financial planning, and custody services.

Michael Caggiano is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held various positions including roles at Quinnipiac University and Jenkinsons Parking. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by proprietary research, alternative investments, and integrated services across the Goldman Sachs ecosystem.

Michael Finetti is a financial advisor at Mariner with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Key Client Fiduciary Advisors. Before entering the financial industry, he was employed at the University of Delaware and West Essex High School. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and integrates tax and accounting services alongside traditional portfolio management.

James Costello is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. and TD Ameritrade. Outside of his advisory role, he is involved with 76 Wealth Advisory LLC, focusing on insurance-related activities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Lee Piccarelli is a financial advisor with HSBC Securities (USA) Inc. in Chatham, New Jersey, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2013. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm employs a structured investment process with multiple risk profiles and utilizes affiliated asset management and fund due diligence services.

Frank Petrone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is also an owner of a non-investment related rental business. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. Their investment approach utilizes approved model strategies managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external providers.

Michael Geczi is a Series 66-licensed financial advisor with Guardian Life in Westfield, NJ, bringing three years of industry experience. He previously operated Michael Geczi & Associates LLC, which manages his insurance business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Benjamin Bush is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 16 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he is involved in private client investment and insurance services through separate business entities and participates in a bank referral program for real estate financing introductions. Park Avenue Securities LLC serves a wide range of clients including individual investors, high-net-worth individuals, charitable organizations, and corporations. The firm offers both brokerage and advisory services with a variety of investment strategies, proprietary programs, and account-level solutions such as lending and donor-advised funds.

Lucille Logozzo is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, where she has worked since 2021. She has four years of industry experience and previously held roles with the NYC Board of Education and Heroes Paradise. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Valeri is a financial advisor with Guardian Life, holding Series 63 and Series 66 designations and six years of industry experience. His prior work history includes roles at Park Avenue Securities, Bank of America, Merrill, and Dawson James Securities. Outside of his advisory work, he has also operated as an Uber/Lyft driver. 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 plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using various model portfolios and features a hybrid digital solution called VestWise™.

Sophia Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and previously spent 13 years at the Federal Reserve Bank of New York. Outside of her advisory role, she is involved in providing home care services for families in New Jersey. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing billions in client assets across discretionary and non-discretionary programs.

Matthew Warren is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding a Series 63 designation and bringing 31 years of industry experience. He has been with both firms since 2015 and operates Warren and Associates Wealth Management, a registered investment advisor DBA. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Cameron Ginsberg is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses. He has one year of industry experience with prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial sector, he worked at Shoprite. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and works extensively with both individual investors and institutional sponsors, managing the vast majority of its assets on a non-discretionary basis.

Cameron Andre is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. His prior work includes roles at Wiss Wealth Management LLC, WISS & Co., LLC, and JPMorgan Chase. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.