Richard Coppa is a CFP® with 23 years of experience in financial advisory. He has worked at Mariner Wealth Advisors since 2020 and previously spent 17 years at Wealth Health, LLC. He serves as a board member of the Pediatric Cancer Foundation in New Jersey, where he contributes to awareness, fundraising, and financial governance. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers to offer customized portfolio solutions along with integrated tax and accounting services.

Johnny Covello Jr. is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at The Ayco Company, Mercer Allied, and Northwestern Mutual. 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’s advisory teams use strategic and tactical allocation models supported by proprietary research and offer a range of customizable fee arrangements and specialized programs.

Jeffrey Varisco is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 23 years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates various strategic and tactical allocation models and provides clients with access to a wide range of affiliated Goldman Sachs capabilities.

Dominick Angione Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Lauren Fonacier is a CFP® professional with 16 years of industry experience. She is currently affiliated with Commonwealth Financial Network and Element Financial Group. Her prior work includes roles at Kestra Advisory, Kestra Investment Services, LLC, and NFP Advisor Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Alex Coriddi is a financial advisor at Corient with 12 years of industry experience. He holds a Series 65 credential and previously worked at RegentAtlantic for nine years before joining Corient. 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 risk management tools and stress testing to align portfolios with client objectives.

Sandra O'gorman is a financial advisor at Goldman Sachs Wealth Services with 31 years of industry experience. She has held positions at Mercer Allied Company, L.P. and The Ayco Company prior to joining Goldman Sachs in 2021. Sandra holds a Series 63 designation. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary research to tailor solutions to client objectives.

Lawrence Kaplow is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill and Bank of America. Kaplow is based in New York, NY. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and a manager-selection program supported by third-party platforms and research, combining discretionary and non-discretionary management approaches.

Jason McCarthy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at LPL Financial, Raymond James & Associates, Uvest Financial Services Group, Inc., and Harrisdirect LLC. He also provides administrative support to Private Advisor Group as a compliance officer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers proprietary and third-party managed account solutions through various technology platforms.

Samuel Bebout is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Cobalt Service Partners, Alvarez & Marsal, and EY, LLP, as well as periods of full-time education. Cerity Partners advises a broad client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm’s investment approach emphasizes customized wealth management through tailored Investment Profiles, asset allocation, proprietary quantitative screening, and access to alternative and private market solutions for qualified clients.

Timothy Malon is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Citigroup in 2021, he worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large-scale institutional capabilities with unique market roles, including in-house research and derivatives services.

Brian De Lisi is a CFA® charterholder with 20 years of experience in the financial industry. He is currently with Citigroup Global Markets, where he has worked since 2022, following a seven-year tenure at J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles.

Jeffrey Wingerter is a CFP® with 21 years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Citibank, City National Bank, CITIGROUP, and PNC Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning within the Schwab Wealth Advisory program, utilizing proprietary asset-allocation models and internal research tools to support personalized investment guidance and wealth management consultations.

Brianna Schneider is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2016, following a brief tenure at Starbucks. 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 utilizes strategic and tactical allocation models supported by multiple specialized groups and offers a wide range of advisory platforms and tools integrated within the broader Goldman Sachs ecosystem.

Shiv Raizada is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Goldman Sachs Ayco and Advantage xPO onsite Ayco, as well as a prior business, Raizada Fuel. Goldman Sachs Wealth Services offers 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 with a range of tailored offerings, leveraging integrated capabilities across affiliated entities.

Alexandra Tasev is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked previously at Shenkman Capital Management and held various roles related to law and artist management, including time at Pace University Elisabeth Haub School of Law and several music management firms. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management using tailored strategies developed by specialized investment groups and offers access to a broad range of financial services and alternative investments within the Goldman Sachs ecosystem.

Shaymus Contorno is a financial advisor at Oppenheimer with six years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Oppenheimer, he has worked at Woodside Country Club, Stony Brook University, and T3 Trading Group, among other roles. He has authored publications during his time as a graduate student at Stony Brook University. Oppenheimer is a registered investment adviser and broker-dealer that serves individual, corporate, and institutional clients through a range of advisory programs. The firm offers both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Dariia Waggoner is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. She holds a Series 66 designation and has seven years of industry experience. Dariia has worked at HSBC Private Bank N.A. since 2017 and previously at Robert Half Financial Services and Baruch College, CUNY. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm’s investment process involves multiple risk profiles and combines strategic and tactical asset allocation with fund due diligence and monitoring by affiliated providers.

Keith Dowling is a CFP® professional with 21 years of industry experience, currently advising at Mariner in Florham Park, NJ. He has worked at Mariner Wealth Advisors since 2014 in various capacities and also spent time at Msec, LLC and FirstPoint Financial. Mariner serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon among large advisory enterprises.

Carlotta Porter is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and based in New York, NY. She joined the firm in 2025 after completing her studies at the University of Miami. Prior to that, she worked in various educational roles from 2014 to 2021. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a broad range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional-scale resources, including in-house research and specialized market roles.