Alexander Samara is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. He has worked at Madison Wealth Planners and LPL Financial since 2021 and has prior experience in education at Rowan University and Madison Public School. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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.

Jennifer Robertson is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2018, including prior roles at The Ayco Company, L.P. and Mercer Allied. 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 model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Peter Hoglund is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at AEPG Wealth Strategies from 2010 to 2019. His other business activities include involvement with Wealth Enhancement Group’s non-variable insurance operations. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized programs.

Mark Morgan Jr. is a CFP®-certified financial advisor with LPL Financial based in Morristown, NJ, and has nine years of industry experience. He has worked with Private Advisor Group, LLC and Summit Risk Management, Inc. in addition to his current role. Morgan is involved in administrative services through Private Advisor Group, an independent investment advisory firm. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Matthew Monahan is a financial advisor with GWN Securities Inc. in Basking Ridge, NJ. He holds Series 63 and Series 65 credentials and has seven years of industry experience. Prior to joining GWN Securities in 2019, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he assists clients with final expense planning to provide liquidity for estate-related costs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, supporting both traditional and active investment approaches.

Hyunjin Hong is a financial advisor with Lincoln Investment, holding a Series 66 designation and eight years of industry experience. He has been with Lincoln Investment since 2017 and is also involved with SAFE Benefits Consulting Group, where he manages daily branch operations. Additionally, Hong serves as an insurance agent, placing and servicing life insurance for clients. 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 a range of financial planning and retirement plan advisory services, utilizing both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Alec Tran is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and four years of industry experience. He has ownership roles in multiple rental property businesses and manages a merchant services company. Alec also operates a tax preparation service. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm provides both advisory and broker-dealer services with a range of proprietary and third-party investment models, operating as both a registered investment adviser and a broker-dealer.

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.

Nah'rya Walker Pierson is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Merrill and Prudential Investment Management Services. Outside of her advisory role, she owns Blissful Harmony Doula Services and volunteers as a play group leader with Triangle Area Parenting Support. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Jennifer Bell is a financial advisor at &Partners with 26 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Merrill Lynch, Pierce, Fenner & Smith, Inc. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

David Kaiser is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Ayco and Goldman Sachs since 1994. Kaiser serves on the Investment Committee of the Silver Bar YMCA of the Adirondacks, a nonprofit organization. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and offers tailored solutions through both discretionary and non-discretionary management strategies within a large integrated financial group.

Robert Wands is a Series 66 credentialed financial advisor with Lincoln Investment, where he has worked since 2010. He has 16 years of industry experience. Outside of his advisory role, he serves as Treasurer for the Rotary of Roselle/Roselle Park and is an elected board member of the Wychwood Gardens Co-op. 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 and retirement plan advice, managing a mix of in-house and third-party investment strategies overseen by an Investment Management & Research team using both strategic and tactical approaches.

Michael Millman is a financial advisor with Primerica Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Millman is also involved in insurance services addressing needs not covered by Guardian. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and employs a range of investment strategies including model portfolios, third-party managers, and digital advice solutions.

Christopher Viola is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and JP Morgan Chase. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.

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.

Pablo Idrovo is a financial advisor at Guardian Life with five years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including Park Avenue Securities and JPMorgan Securities. Outside of his advisory work, he assists clients with buying and selling real estate. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

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.