Mark Reimet is a CFP® professional with 34 years of industry experience, currently advising clients at Private Advisor Group, LLC. His prior experience includes 25 years with MML Investors Services, Inc. and MassMutual Life Insurance Company. He serves as a board member of the Ocean City Youth Athletic Association, contributing to the organization of its baseball season. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate 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 tailored to client objectives and risk tolerances.

Rodger Guerra is a financial advisor with GWN Securities Inc. in Burlington, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Guerra Financial Services, Bridge Marketing Group LLC, and Investors Capital Corporation. Outside of his advisory work, Guerra serves as a basketball referee for JV high school games in Burlington and Camden County, NJ. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Kaitlyn Mohabir is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2026. Prior to her current role, she held positions at Johnson & Johnson and ConnectOne Bank, and has experience in the hospitality sector. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm offers tailored advisory services supported by dedicated investment strategy groups and access to a wide range of affiliated resources within the Goldman Sachs ecosystem.

Daniel Parks is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has been in the industry since 2023, having previously worked at Parks Wealth Management and Tactical Movers. Private Advisor Group serves individual clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to third-party asset managers, turnkey asset management platforms, and a WealthSuite separately managed account program supported by strategists such as Fidelity, BlackRock, and Goldman Sachs.

Andrew Kapyrin is a financial advisor at Corient with 17 years of industry experience. He holds a Series 66 designation and has worked at Corient and its affiliated entities since 2022, following a 15-year tenure 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 managers and incorporates risk management tools and alternative investments where appropriate.

Brian Parsons is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Wealth since 2024. He previously worked at Morgan Stanley from 2018 to 2024 and has held roles at Hennion & Walsh, Inc. and the University of Rhode Island. Parsons has experience in both advisory and academic settings. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized portfolio strategies with a combination of in-house research and third-party managers, and provides integrated tax and administrative CFO services uncommon in large advisory enterprises.

Pasquale Carannante is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at Gappa LLC for over two decades. Outside of his advisory role, he owns several businesses, including Blend Bar & Bistro and PD Media LLC, both located in Hamilton, NJ. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Anubhav Bhatyal is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, Merrill, ICICI Bank, and Ernst & Young LLP. 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 advisory approach includes a digital advisory program with ETF-based portfolios and discretionary managed accounts.

Florence Dessources is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 26 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 22 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored wealth management solutions integrated within a large financial group.

Francis D'alia II is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior roles include positions at Dimensional Fund Advisors and The Vanguard Group. Outside of advisory work, he operated Fran's Pro Photo, LLC from 2017 to 2019. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Parimal Patel is a CFP® professional with 26 years of experience, currently serving at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Patel is also engaged in multi-line insurance brokerage activities, including investment-related insurance and annuity sales through affiliated firms. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms. The firm offers financial planning, consulting, and retirement plan services with a focus on client-directed implementation and oversight.

Gregory Muscavage is a financial advisor at GWN Securities Inc. with 36 years of industry experience. He holds a Series 65 designation and has worked at GWN Securities since 2018, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, Muscavage is an independent insurance agent specializing in dental and group disability income, disability, fixed annuities, life/accident/health, and long-term care insurance. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses model-based portfolio allocations, including tactical market-timing and momentum strategies in certain legacy programs.

Mazin Hakim is a financial advisor at TIAA-CREF with nine years of industry experience. He has worked at TIAA-CREF since 2018 and previously held roles at PNC Investments and PNC Bank. Hakim holds the Series 66 designation. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Alexander Applegate is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has a professional background that includes service in the United States Army and academic affiliation with Cornell University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm combines strategic allocation models and manager selections with both discretionary and non-discretionary portfolio implementations, leveraging proprietary and third-party analytics within the broader Goldman Sachs ecosystem.

Peter Rodick is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 66 designation and five years of industry experience. He has been associated with Lincoln Investment and Capital Analysts since 2021 and also works as a branch assistant at Bergin Agency. Prior to his financial services career, he had experience in the hospitality industry. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisor- and firm-managed investment programs, utilizing both strategic and tactical investment approaches.

Ariane Auster is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Mercer Allied Company, L.P. for 27 years before joining Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Robert Rooyakkers is a CFA® charterholder with 28 years of industry experience. He is currently affiliated with Empower Advisory Group and has held positions at GWFS Equities, Inc. and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Marcia Paltenstein is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, she worked at Round Table Services, LLC for 19 years. She holds Series 63 and Series 65 licenses and has a financial interest in P Shares LLC, a private investment entity. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolios emphasizing diversified asset allocation and provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Joseph Caterina Jr. is a CFP® professional with 27 years of industry experience, currently serving at Lincoln Investment since 2007. He holds a Series 63 license and is based in Kenilworth, NJ. In addition to his advisory role, he manages a book of fixed annuity policies associated with 403(b) contributions for Lincoln Investment clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches across in-house and third-party strategies.

Clifford Williams is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Ameriprise for five years and Royal Alliance Associates for nine years. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm’s approach features a mix of fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets.