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.

Ryan Cron is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. He has held roles at Guardian Life since 2022 and previously worked at Certified Financial Services, Movado Group, and Scotts Miracle-Gro. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs both advisor-led discretionary management and model-based strategies, providing a range of financial planning and consulting services alongside access to proprietary and third-party investment solutions.

Donald Rasweiler is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Benjamin F. Edwards & Company, Wells Fargo Clearing, Morgan Stanley, J.P. Morgan Securities, and A. G. Edwards & Sons. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs delivered on discretionary and non-discretionary bases, with advisory services spanning equity, balanced, and fixed-income portfolios structured through strategic and tactical asset allocation.

Vincent Dotti is a financial advisor at OSAIC Institutions, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Royal Alliance Associates, Inc. before joining OSAIC Institutions. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, access to alternative investments, and a lending marketplace, operating a hybrid adviser and broker-dealer model.

Charles Churchill is a financial advisor at Citigroup Global Markets with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including HSBC Securities, Merrill, UBS Financial Services, and Chase Investment Services. Churchill 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 brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

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 10 years of industry experience. His prior experience includes five years at Wells Fargo Advisors before joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm combines fiduciary-based advisory services with a range of investment strategies and technology platforms, often utilizing third-party managers and model portfolios from major strategists.

Daniel Riordan III is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years before joining Rockefeller in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through its Private Advisor model and consolidated investment platform.

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.

Erik Scherr is a financial advisor with Guardian Life and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Merrill, MetLife Securities, Mass Mutual Investors Services, and Park Avenue Securities. He is licensed to sell insurance products beyond Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, retirement plans, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

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.

Richard Kintzing Sr. is a Series 66 licensed financial advisor with four years of industry experience, currently with Guardian Life. His prior work history includes roles at Park Avenue Securities, Certified Financial Services, and positions in healthcare-related organizations. He is the president of a LeTip chapter, a business networking group. He works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

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 with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with TIAA-CREF and TIAA since 2007. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

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.

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.

Danny Laskovski is a financial advisor with PNC Wealth Management in Wayne, NJ, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with PNC Investments since 2012. Outside of his advisory work, he is an owner of a rental property business unrelated to investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via approved strategies with mutual funds and ETFs.

George Croonquist is a Series 63 credentialed advisor with Janney Montgomery Scott in Hackensack, NJ, bringing 63 years of industry experience since starting at the firm in 1963. He has served as a board member and former chairman of the Hackensack Meridian Medical Center and its foundation for over 40 years. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in‑house and third‑party portfolio management across multiple investment programs.