Michele Phillippi is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Valic Financial Advisors since 2019 and previously held positions at OneAmerica Securities and American United Life. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Goetze is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held roles at Goldman Sachs since 2023 and previously worked at Hodges Ward Elliott and Village Paint Supply Inc. Outside of finance, his background includes involvement with Graydon Summer Day Camp. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, leveraging centralized investment resources and a range of tailored offerings.

Aaron Maciak is a financial advisor with Oppenheimer in Florham Park, NJ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Ameriprise Financial Services and self-employment ventures. Outside of his advisory work, he works part-time as a caddy at Crestmont Country Club on weekends. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment and consulting services delivered on both discretionary and non-discretionary bases, combining strategic asset allocation with tailored portfolio management.

Kenneth Hopkins is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches through a large network of independent advisers and offers services such as portfolio management, retirement plan consulting, and financial planning.

Darin Gartland is a CFP® professional with 23 years of experience in financial advising. He has worked at Mariner since 2020 and previously spent 16 years at Wealth Health, LLC, with additional experience at The MDE Group, Inc. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and other services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, offering a broad set of strategies and notable tax and accounting integration features.

Mitchell Schor is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides a mix of point-in-time planning and ongoing portfolio management, including customized portfolios and model-based solutions, and serves as adviser to a donor-advised fund.

Mariella Foley is a Certified Financial Planner (CFP®) with 17 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022, following a 22-year tenure at Round Table Wealth Management. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, charitable institutions, and other 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.

William Varnas is a financial advisor at PNC Wealth Management with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at PNC Investments since 2006, following a year at Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for employees that utilizes algorithm-driven risk assessments and third-party managed strategies.

Stefan Cherneski is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with TLG Advisors, Inc., with 12 years of industry experience. He has held roles at Advisor Solutions Inc, The Leaders Group Inc, and Underwriters Brokerage Services. Outside his advisory work, he is involved in wholesale insurance sales and owns a wholesale insurance business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

Robert Davis is a CFA® charterholder with 18 years of experience in the financial advisory industry. He has worked at Cerity Partners LLC since 2022 and previously spent 16 years at Round Table Wealth Management. Outside of his advisory role, he serves as a general partner and manager of due diligence, selection, and monitoring for a private equity fund of funds through CV Management GP, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Louis Iovine is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Sanctuary Securities, Inc. prior to his current role. Outside of finance, he was involved with Party Perfect Rentals from 2015 to 2018. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisers who use a range of investment approaches and platforms, offering discretionary and non-discretionary management solutions.

Yan Wang is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Transamerica Financial Advisors since 2012. Wang is also president of Yongan Corp, a role he has held since 2013. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Angela Londergan is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 26 years of industry experience and has worked at Morris Financial Services and Commonwealth Financial Network since 2005. Outside of her advisory role, she has been involved with the Parsippany Child Day Care Center since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Lisa Gallo is a financial advisor with TIAA-CREF in Roseland, NJ, holding a CFA® designation and Series 63 license. She has one year of experience at TIAA-CREF and has been with the broader TIAA organization since 2018. Prior to joining TIAA, she worked at Heathland Asset Management LLC for 11 years. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing both model and customized portfolios.

Bridger Dawson is a financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He holds the ChFC® designation and Series 63 and Series 66 licenses. His prior experience includes roles at Edward Jones and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and nonprofit organizations, offering comprehensive investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based approach with diversified portfolios using low-cost ETFs, index funds, and alternative investments, alongside educational programming and integrated service platforms.

Dominick Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 credentials and five years of industry experience. He has previously worked with LPL Financial, LLC and Ballast Financial, LLC. 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 wrap and non-wrap advisory programs. The firm utilizes a fiduciary-based advisory model with both proprietary and third-party managed account solutions.

Carlos Navarro is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Monmouth University. He also previously operated Cesar's Window Cleaning Service. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging proprietary research, strategic allocations, and an extensive affiliated network within the Goldman Sachs ecosystem.

John Lapilusa is a financial advisor at Cetera Planning Partners with 27 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Avantax Investment Services, 1st Global Advisors, and O’Connor, Davies LLP. He serves as secretary and trustee for Peace Care Inc., a nonprofit organization overseeing nursing homes. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, and estate planning through a third-party provider, employing a diversified investment approach aligned with clients' objectives and risk tolerance.

Jan Nilsen is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Valic Financial Advisors since 2006 and also serves as an agent with Agia, working with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts using Envestnet’s platform and supports a high client count per advisor with centralized technology and model solutions.

Allan Vera is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently affiliated with GWN Securities Inc. and serves as president of Vera Capital Management, LLC, managing retirement funds for families in Chester, NJ. His prior roles include positions at Gradient Advisors, American Portfolios Financial Services, and operating Vera Reliable Car Service. Outside of advisory work, he is involved in selling annuities and life insurance through related business activities. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs, incorporating portfolios managed by both affiliated and unaffiliated sub-advisers. The firm utilizes a range of strategies including market-timing and momentum-based approaches alongside model-based asset allocation.