Neil Westerduin is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds a Series 65 designation and has worked at Kestra Advisory since 2020, following an 11-year tenure at Chadwick Wealth Management, LLC. In addition, he has operated Neil Westerduin CPA LLC since 1989. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Kenneth Glick is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes positions at Janney Montgomery Scott, Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. He is based in Saddle Brook, NJ. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary management and maintains custody of client assets as a qualified custodian.

Pier Mutovic is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Affinity FCU, LPL Financial, Raymond James Financial Services, and M&T Securities. Outside of his advisory role, he owns Glory Beer Bar & Kitchen in Philadelphia. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles, providing bespoke solutions and utilizing both discretionary and non-discretionary strategies.

Mark Morgan Jr. is a CFP®-designated financial advisor with 10 years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial since 2017, and previously worked at Summit Risk Management, Inc. and Summit Equities, Inc. from 2016 to 2017. He also provides administrative services through Private Advisor Group, operating under the Bleakley Financial Group DBA. 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, utilizes technology platforms like Orion and Pontera, and provides access to both proprietary and third-party managed account solutions.

Dominique Vitalis is a financial advisor with Carson Wealth holding a Series 66 designation and six years of industry experience. Prior to joining Carson Wealth, Vitalis worked at CWM, LLC, Taylor Financial, Royal Alliance, Bank of America, Merrill, Monumental Sports and Entertainment, and Georgetown University. Outside of advisory work, Vitalis is involved in flipping residential properties. CWM, LLC is an SEC-registered investment adviser operating a large enterprise platform with over 650 advisors and approximately $50.6 billion under management. The firm offers services including discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and providing access to alternative investments and third-party sub-advisors.

Regina Kelly is a Series 66-licensed financial advisor with nine years of experience, currently with Janney Montgomery Scott. She previously worked at UBS Financial Services for seven years and Edward Jones for one year. Kelly operates out of Short Hills, NJ. 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 wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Ellen Rich is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 17 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with both discretionary and non-discretionary management to deliver tailored wealth solutions.

Anthony Marotti is a CFP® with 17 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC since 2020. Prior to this, he worked for 13 years at Berson & Corrado Investment Advisors, LLC. He is president of the Anthony Marotti Memorial Scholarship Foundation, which supports youth sports through scholarships and donations, and serves on the board of the Union College Fighting Dutchmen Gridiron Club, a booster organization for the college football team. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with a mix of mutual funds, ETFs, individual equities, and fixed income, and combines its enterprise scale with a broad selection of model and wrap-fee options.

David Kaiser is a financial advisor at Goldman Sachs Wealth Services with 41 years of industry experience. He has worked with Ayco and Goldman Sachs since 1994, including 27 years at Ayco/Mercer Allied Company and five years at Ayco/Goldman Sachs & Co. LLC. Kaiser serves as an Investment Committee Member for the Silver Bar YMCA of the Adirondacks, a nonprofit organization. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Michael Ormond is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has worked at PNC Investments since 2015 and at PNC Bank from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio offering that utilizes algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing.

James Sahagian is a CFP® with 27 years of industry experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC. His prior work includes roles at Raymond James Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. Outside of his advisory role, he is involved as an LLC member in a Unishippers franchise operated by his son, providing financial guidance for the business. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base, including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management options and partners with multiple custodians and third-party managers.

Michael Millman is a financial advisor with Guardian Life in Florham Park, NJ, holding a Series 66 designation and eight years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of advisory services, he is involved in insurance solutions for client needs not met by Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions, including a digital advisory platform.

Nicholas Capezzuto is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at StoneX Financial Inc., Oppenheimer & Co. Inc., Ameriprise, and Burklow & Rotella, LLC. He also serves as a consultant for knowledge-on-demand firms Alphasights and Dialectia, providing insights on advisory services. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Christopher Viola is a financial advisor with Guardian Life and holds the Series 66 designation. He has eight years of industry experience, including roles at JP Morgan Chase and Park Avenue Securities. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm provides tailored financial planning and investment management through a combination of advisor-led discretionary strategies and model-based programs, supported by multiple proprietary and third-party platforms.

Salvatore Leone is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he serves as a director at Apex Petrochemical, Inc. and is a board member of Saker Energy Systems Incorporated, both in the energy sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation using affiliated and third-party sub-managers, with custodial and advisory platforms provided by Pershing and Envestnet.

Evan Smith is a CFP® professional with three years of industry experience currently advising at Corient in Morristown, NJ. Prior to joining Corient, he worked at Beacon Trust, Atlas Fiduciary Financial, FHC Wealth Advisors, Northwestern Mutual, and Mariner Wealth Advisors. He also spent seven years as a full-time student before beginning his financial advisory career. 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 combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Nicholas Caruso is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. His prior work includes roles at ShopRite, Equitable Advisors, and World Finers Foods, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by a combination of in-house research and third-party managers, alongside unique tax and administrative capabilities.

Michael Berkowitz is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and ten years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management alongside specialized programs and alternative investments. The firm’s advisory teams customize strategies using proprietary research and collaborate closely with multiple Goldman Sachs affiliates to provide integrated financial solutions.

Patrick Regan is a Series 66 licensed advisor at Mariner with two years of industry experience. His prior roles include positions at Premier Path Wealth Partners, Merrill Lynch, and Lakeland Bank. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house and third-party research and provides integrated tax and accounting services alongside traditional portfolio management.

Frank Loscalzo is a financial advisor with Guardian Life, holding the ChFC® designation and Series 63 and 66 licenses, with 38 years of industry experience. He has been associated with Guardian Life and its affiliates since 1991 and Park Avenue Securities since 2019. Outside of his advisory work, he participates in the Williams College Annual Alumni Fund campaign. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, group education, and access to proprietary and third-party investment solutions.