James Rohmann is a financial advisor at Sanctuary Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for nine years. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, retirement plan consulting, and access to various managed account solutions, operating as a fiduciary under written agreements.

Maxwell Kopelman is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., M Holdings Securities, Inc., and other firms. He is also involved as a financial advisor with Eagle Rock Wealth and Greenberg and Rapp. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Joann Mcdevitt is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Steward Partners Investment Advisory, Raymond James Financial Services, and Wells Fargo Advisors. Benjamin F. Edwards & Company serves a diverse client base including individuals, institutions, and charitable organizations, offering comprehensive services such as financial planning, investment management, and retirement plan consulting through a range of discretionary and non-discretionary wrap programs.

Giovanni Sciancalepore is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied and Ferraro Foods Inc. before joining Goldman Sachs in 2019. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate executives, plan sponsors, and institutional clients. The firm employs tailored investment strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem to offer a range of advisory and wealth management solutions.

Colleen Silver is a CFA® charterholder with four years of industry experience, currently affiliated with Truist Advisory Services. She previously spent 14 years at Fiduciary Trust Co International/Franklin Templeton Investments. Colleen serves as a volunteer investment committee member for the Science Museum of Minnesota, assisting with oversight of the museum’s endowment management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Robin Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2017, with a brief break between 2024 and 2025, and concurrently holds a product management role at Indeed, Inc. Outside of advising, he is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs and maintains affiliated entities supporting retirement plan clients.

Maria Kaldas is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Her prior experience includes roles at Ocean Power Technologies, Rutgers University, and the Young Women's Christian Association. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office programs and access to Alternative Investments, using both discretionary and non-discretionary approaches supported by proprietary analytics and integrated resources across the Goldman Sachs platform.

Lan Song is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Prior to Mariner, Lan worked at firms including Wealth Enhancement Advisory Services, Mutual Securities, and LPL Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with integrated tax and accounting capabilities uncommon among firms of its size.

Maura Mallaney is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at LPL Financial, Mutual Securities, Inc., Macro Consulting Group, and TIAA-CREF. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Joseph Caplan is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Private Advisor Group, LLC and has previous experience with Mariner Independent Advisor Network, Caplan Capital Management, Ripco Real Estate, and Solomon Builders. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates a range of investment strategies and third-party managers.

Philip Platania is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with firms including J.P. Morgan Securities, Chase Investment Services, and Wells Fargo Clearing. In addition to his advisory role, Mr. Platania is a licensed realtor and may assist clients in real estate transactions separately from his work at Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm uses a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Joseph Fiumara is a financial advisor with PNC Wealth Management in Stanhope, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with PNC Investments since 2010. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary account that uses algorithm-driven risk assessment to guide investment in approved mutual funds and ETFs.

Jack Pappas is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held various roles at Fordham University, Arcola Country Club, Goya Foods, and Sicilian Sun. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services covering equity, balanced, and fixed-income portfolios, provided on both discretionary and non-discretionary bases.

Ryan Mitchell is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Morristown, NJ. He has 14 years of industry experience, including 11 years at The AYCO Company, L.P./Mercer Allied and five years with Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions through centralized investment resources and integrates services across affiliated entities, including banking and retirement consulting.

Kyle Malavasi is a CFP® professional with nine years of industry experience, currently affiliated with Private Advisor Group, LLC. He has held roles at LPL Financial, Bank of America, and Merrill from 2016 onward. 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 employs a fiduciary-based model that utilizes technology platforms and a range of investment strategies, often implementing advice through third-party managers and wrap programs.

Dennis Alicea is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at Santander Securities, Santander Bank, LPL Financial, M&T Bank, and JPMorgan Chase. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and third-party portfolio management.

Thomas Nolan Jr. is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm’s approach involves algorithm-driven risk assessments and the use of approved model strategies managed by PNC or third-party strategists.

Christopher Winter is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Goldman Sachs Wealth Services, where he has worked since 2018, following seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Assunta Mc Lane is a CFP® professional with three years of experience in the financial industry. She is currently with Mariner and has previously worked at Summit Place Financial Advisors, LLC and Glenmede Trust Company. Mariner serves a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and tax services, utilizing a combination of in-house research and third-party managers to implement customized portfolios.

Olha Paluch is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2026. Her prior experience includes roles at Janney Montgomery Scott, Coldwell Banker, Keller Williams, MAI Capital Management LLC, PNC Investments, and City National Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other strategies.