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.

Larry Daniels III is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously with Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory role, he is an attorney specializing in real estate law and serves as New York Market President for C-Suite for Christ, an organization focused on Christian business practices. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internally managed and third-party models, discretionary asset management, and financial planning services.

Daniel Riordan III is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Rockefeller Financial in 2025, he worked at UBS Financial Services for 13 years. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a designated Private Advisor model.

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.

Charles Wang is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012 and World Financial Group since 2009. His other business activities include the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of investment programs and access to third-party money managers, managing over $1.6 billion in discretionary assets.

Aaron Maciak is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2022. Outside of his advisory role, he works part-time as a caddy at Crestmont Country Club on weekends. Oppenheimer serves individual, corporate, pooled vehicle, and retirement plan clients with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm offers both discretionary and non-discretionary investment strategies, managing a broad range of assets across equity, balanced, and fixed income portfolios.

Kenneth Hopkins is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Sanctuary Advisors in 2022, he 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 operates through a large network of independent advisers and an affiliated broker-dealer, offering a range of discretionary and non-discretionary investment solutions and maintaining approximately $34.9 billion in assets under management.

Darin Gartland is a CFP® professional with 22 years of industry experience. He has worked at Mariner Wealth Advisors since 2020 and previously spent 16 years at Wealth Health, LLC. Gartland is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers customized discretionary portfolios supported by in-house research and external managers, along with integrated tax, accounting, and family office services uncommon for a firm of its scale.

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 with PNC Wealth Management, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a Portfolio Solutions Strategist Digital Offering that provides discretionary model accounts via an online platform using approved model strategies and mutual funds or ETFs. The firm serves clients through an algorithm-driven process and maintains a pilot program limited to PNC Bank employees.

Stefan Cherneski is a financial advisor at TLG Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisor Solutions Inc, The Leaders Group Inc, and Underwriters Brokerage Services. Outside of advisory work, he is involved in insurance wholesaling and serves as a wholesaler and owner at Maple Leaf Insurance Services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, and ERISA fiduciary services. Its approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor client 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 advisory career, he was involved with Party Perfect Rentals and attended Marist College. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account structures and utilizes multiple investment philosophies, sub-advisors, and third-party model platforms.

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.

Caterina Gage is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Outside of her advisory role, she is the authorized representative of Gagliardi Tile Installations LLC, a non-investment-related business that is currently inactive. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

Ekta Parekh is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding a Series 66 designation and five years of industry experience. She previously worked with Mass Mutual Investors Services and MassMutual Life Insurance Company before joining Eagle Strategies and affiliated NY Life entities in 2023. Outside of her advisory role, she is involved as a committee member with Boys Scout Troop 86. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, often integrating insurance and annuity products, with a focus on tailored, mostly non-discretionary advisory solutions.