Anthony Castano is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Washington, DC. He has 10 years of industry experience, including six years at The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs & Co. LLC. Castano has also been affiliated with Fairleigh Dickinson University since 2010. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, ranging from individual and high-net-worth households to corporate and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large integrated financial group.

Michael Charvala is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at M&R Capital Management, Inc. and Verizon Wireless. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts and estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Wenyue Hsu is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors in Parsippany, NJ. Prior to joining Transamerica, Hsu worked at Morgan Stanley Bank USA for eight years. In addition to advisory work, Hsu is a registered analyst with the National Association of Registered Social Security Analysts and is involved in assisting clients with Medicare Advantage plan applications through affiliations with United Healthcare and Cigna HealthInsurance. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Michael Kats is a CFP® and holds the Series 66 designation, with 12 years of experience in the financial services industry. He has worked at Mariner Wealth Advisors since 2022 and previously spent seven years at Merrill and Bank of America, N.A. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and tax services, combining in-house research with third-party manager allocations across a wide range of strategies and operational offerings.

Raymond Angelo is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Private Advisor Group, LLC since 2012 and previously worked at UBS Financial Services from 2008 to 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and offers both proprietary and third-party managed account solutions.

Christine Esposito is a financial advisor at &Partners with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory role, she serves as power of attorney for her parents. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

John Anderson Jr. is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2006. Anderson is also the owner of Tempewick Wealth Management, which provides consulting, insurance, and investment advisory services. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms. The firm serves a diverse client base including large institutional investors and provides both discretionary and non-discretionary fiduciary services.

Victor Vera Arias is a financial professional at GWN Securities Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vera Capital Management LLC since 2019 and ASO Safety Solutions Inc. from 2015 to 2019. Outside of investment advisory, he is active as a life insurance agent through TruChoice. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm employs a variety of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and integrates technology platforms such as Fidelity-sponsored FMAX in its offerings.

Jonathan Peck is a financial advisor with Lincoln Investment based in Cranford, NJ, holding a Series 63 license and having 28 years of industry experience. He has worked at Underwriters Equity Corporation since 2002. In addition to his advisory role, Peck is an insurance agent for American General, VOYA, and Genworth, specializing in life and disability insurance. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and employs an in-house Investment Management & Research team to construct strategic and adaptive investment strategies.

Brian Karl is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with OSAIC Institutions, Inc. and has prior experience at Financial Resources Federal Credit Union, Cuso Financial Services, Lp, and Ameriprise Advisor Services, Inc. He serves as a committee member for the Financial Resources FCU 401(k) plan, where he reviews investment performance and discusses strategy with plan trustees and administrators. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Corrie Feldotto is a financial advisor with TLG Advisors, Inc. She holds the Series 66 designation and has 13 years of industry experience. Her prior work includes roles at The Leaders Group Inc, GBS, Princor Financial Services Co, Principal Life Insurance Co, and MSI Financial Services, Inc. Outside her advisory duties, she is a Senior Life Specialist involved in the insurance business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers a direct-to-consumer digital program called Starlight Portfolios.

Bruce Rothbard is a ChFC® with 34 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. He has held roles at Lion Street Financial, The Leaders Group Inc, and Mercury Financial Group, primarily focusing on life insurance sales. Outside of advising, he works as a consultant for a life settlement company and owns an independent insurance agency specializing in life insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a range of portfolio strategies and access to various custodial platforms and third-party managers.

Monique Thacker is a financial advisor at Valic Financial Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for HSBC Bank USA N.A. for 11 years. Thacker is also involved with Mindful Departure LLC, operating as The Core Room. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs through a large network of advisors and employs a technology-driven approach utilizing unified managed accounts and model solutions.

Michael Honold is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a distinct advisory model separating one-time planning services from ongoing portfolio management and serves as investment adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Michael Melly is a financial advisor at Valic Financial Advisors with ChFC®, Series 65, and Series 63 credentials. He has held various roles in the financial services industry since 2020 and has experience with firms including Cetera and Mass Mutual Life Insurance Co. Outside of his advisory work, Melly has been involved with Celtic Shores Realty since 2010 and Sutton Place Occupational Therapy from 2010 to 2025. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing a technology-driven approach with discretionary managed accounts and overlay services.

John Foster is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior work includes roles at LPL Financial from 2007 and A.G. Edwards & Sons, Inc. from 2003. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform. The firm’s fiduciary-based model involves client goal and risk assessment to either directly manage portfolios or assist in selecting managers and model portfolios from leading strategists, utilizing multiple investment methods and technology platforms.

Michael Capriotti is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Merrill, and founded Capriotti & Company. Capriotti also provides non-variable insurance services, including life, health, disability, and fixed annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and program sponsors.

Jonathan Savorgiannakis is a CFP® professional with seven years of industry experience currently serving at Beacon Pointe Advisors, LLC. He has held roles at Beacon Pointe Advisors since 2021 and has prior experience with Equitable Advisors, AXA Advisors, Hightower Securities, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent with Beacon Pointe Insurance Services, where he is involved in the sale of life, health, and accident insurance. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines its asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Connor Morie is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 credential and beginning his advisory career in 2025. His prior experience includes roles at IEEE and involvement with a recreational summer camp. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a manager-focused investment approach supported by proprietary due diligence and third-party platforms.

Robert Streit Jr. is a financial advisor at Private Advisor Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, LLC and Invest Financial Corporation. Additionally, he has been affiliated with Beneficial Savings Bank since 2008. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that utilizes both proprietary and third-party investment strategies and technology platforms.