Warner Pierre is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Pierre has been with Empower since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm offers an integrated service model tied to Empower’s recordkeeping and administrative platforms, including both point-in-time financial plans and optional managed account solutions.

Michael Fischer is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked at Round Table Services for 11 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client's profile.

Jennifer Mashini is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following five 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, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering services through both direct and partner programs with a range of tailored offerings.

Andrew Olivier is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior work includes positions at Private Wealth Management Group LLC and Securities America Advisors. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Louis Hery Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently with OSAIC Advisory Services, LLC. His prior experience includes roles at American Portfolios Financial Services, Inc. and Raymond James Financial Services Advisors Inc. He serves as a board member of the Mt. Tabor Country Club. OSAIC Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services through various program models and utilizes both proprietary and third-party platforms for portfolio management.

Christopher Camburn is a CFP® with 26 years of industry experience, currently with Private Advisor Group, LLC since 2015. He has also been associated with LPL Financial since 2010. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Gary Sluck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2012. Outside of his advisory work, he has served as a high school basketball referee. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Amanda Samudio 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 Ayco Personal Financial Management since 2021 and previously held roles at Allstate and SUNY New Paltz. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of investment and advisory capabilities.

Patrick Sullivan is a CFP®, ChFC®, and Series 63 licensed financial advisor with 32 years of industry experience. He is affiliated with Private Advisor Group, LLC and has worked with Pag Financial, LLC since 2020, as well as LPL Financial since 1997. Sullivan also spends time selling fixed insurance products, including fixed annuities and various types of life insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, serving individuals, trusts, estates, charitable organizations, and corporate clients.

Nicolas Carrion is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and two years of industry experience. He has worked at Private Advisor Group since 2024 and previously gained experience at LPL Financial LLC and in roles at Pennsylvania State University and The Sagamore Resort. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, offering access to third-party asset managers and a firm-managed separately managed account program.

Joseph Koronakis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at TDAmeritrade from 2010 to 2016 before joining PNC Investments in 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and discretionary model accounts managed by PNC or third-party strategists. The firm employs mutual funds and ETFs with annual rebalancing and delegates portfolio implementation and proxy voting to external providers.

Robert Pettit is a financial advisor at Corient with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including RegentAtlantic and Mass Mutual Investors Services. Pettit's background also includes roles outside finance, such as work with Park Boulevard Productions and University of the Arts. 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, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Derek Sausa is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior work includes positions at Greenberg & Rapp, M Holdings Securities, Inc., and Citigroup. Outside of his advisory role, he is involved in property management as a landlord. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct client portfolios.

Francis Johnson is a CFP® with 26 years of experience and is currently affiliated with TLG Advisors, Inc. He has held positions at Griffin Distribution Partners LLC, The Leaders Group Inc, Guardian NFN, Massachusetts Mutual Life Insurance Company, MML Investor Services LLC, and Axa Distributors, LLC. Outside of his advisory roles, he is a registered representative involved in the insurance business at Griffin Distribution Partners LLC. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Donald Rasweiler is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Benjamin F. Edwards & Company, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm’s approach includes strategic asset allocation, manager selection, and use of various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Vincent Dotti is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes five years at Ameriprise and 26 years at Royal Alliance Associates, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm is known for its mix of advisory and brokerage solutions, non-discretionary asset management, and access to alternative investments via platforms like CAIS.

Charles Churchill is a financial advisor at Citigroup Global Markets with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains large institutional capabilities alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Boureima Diallo is a CFP® professional with four years of industry experience, currently serving at Transamerica Financial Advisors. He has a long-standing association with United Financial Services and the Transamerica Agency Network, where he has been involved in recruiting, training, and business development since 2002. Diallo also engages in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and digital platforms, serving clients through an extensive advisor network.

Helder Samagaio is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Andrew Newman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Wells Fargo Advisors for five years before joining Private Advisor Group and LPL Financial in 2020. 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 supporting held-away account management through multiple custodians and third-party platforms.