Lindsay Gregory is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following previous roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Lauren Ellberger is a Series 66-licensed financial advisor with 18 years of industry experience. She has been with TIAA-CREF since 2015. Outside of her advisory role, she serves as treasurer for Young Israel of Teaneck, a local synagogue with approximately 300 families. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with pre-existing retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Robert Diquollo is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with Mariner since 2012. Outside of his advisory role, he serves on several nonprofit boards, including as Treasurer and Trustee for the Fund for Newark Abbey and Chairman of the Board of Advisors for Newark Abbey/St. Benedict's Prep School. He also holds board positions with The New School University’s School of Public Engagement, Metabilia, the Foundation of Morristown Medical Center, and the Benedictine Education Fund of New Jersey. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios combining in-house research with third-party managers and offers integrated tax and accounting services alongside traditional portfolio management.

John Beck Jr. is a CFP®-certified financial advisor with nine years of industry experience, currently with MAI Capital Management, LLC. He has held roles at several firms including Corient Services LLC, TIAA-CREF, Merrill Lynch, and Bank of America. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad array of strategies and serves both product-sponsor and advisory roles, including acting as investment adviser to a registered mutual fund and managing various private funds.

Gianna De Mayo is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential. She has one year of industry experience and previously worked in educational roles at Indiana University, Middlesex Community College, and Monroe Township High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary portfolio management.

Matthew Holden is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and previously worked at RegentAtlantic for nine years before joining Corient. He has served in roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Youwha Lee is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 credentials and has 22 years of industry experience. Lee has been with Eagle Strategies since 2019 and has held roles at Nylife Securities LLC and New York Life Insurance Company since 2014 and 2002, respectively. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Warren Gallagher III is a financial advisor with Private Advisor Group, LLC in Morristown, NJ. He holds the CFP® designation and has 31 years of industry experience, including roles at Paradigm Wealth Advisory LLC and LPL Financial, LLC. Gallagher is involved with multiple investment advisory activities under Private Advisor Group. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to a variety of advisory programs, third-party asset managers, and a proprietary separately managed account program supported by major strategists and custodians.

Joseph Fimmano is a financial advisor with Eagle Strategies (New York Life) in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Eagle Strategies since 2011 and has prior experience with New York Life and Nylife Securities dating back to 1998. Outside of his advisory work, he serves as a board member of the American Dream Diner in Orangeburg, NY. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated structure linked to New York Life.

Michael Mcsweeney is a Series 66-licensed advisor with 12 years of industry experience, currently affiliated with Primerica Advisors. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011 and 2012, respectively. Mcsweeney is involved in Strategic Wealth Group Inc. / Ascend Wealth Partners, a marketing DBA for Guardian and Park Avenue businesses. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Kylie Liggett is a Series 66-credentialed advisor at Goldman Sachs Wealth Services with experience beginning in 2023. Her background includes roles at Cantor Fitzgerald and Goldman Sachs, alongside ongoing studies at Bucknell University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions across various client segments.

Frank Euvino is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing more than $41 billion across over 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Howard Solomon Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at Solomon Wealth Solutions, LLC, Integrity Alliance, LLC, Next Financial Group, Inc., and Solomon Financial. Outside of his advisory work, Solomon is involved in raising, breeding, and showing purebred dogs and holds leadership roles in multiple dog breed clubs and related nonprofit organizations. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting using a variety of investment approaches and platforms.

Zachary Morse is a CFP® with four years of industry experience, currently serving as an advisor at Corient in Morristown, NJ. His prior roles include positions at RegentAtlantic and Lenox Advisor, as well as experience with the Association of National Advertisers and AIPAC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, using risk management tools and continuous portfolio monitoring to align investments with client objectives.

Thomas Suarez is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2019, with prior roles at The AYCO Company, Guardian Life Insurance, and Park Avenue Securities. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm utilizes strategic and tactical allocation models, manager selection processes, and a range of fee arrangements, drawing on resources across the Goldman Sachs ecosystem to deliver tailored wealth management solutions.

Jeffrey Buczek is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2009. He also sells various insurance products, including life, long-term care, and Medicare supplement insurance, through multiple insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, discretionary investment advice and maintains notable affiliations with broker-dealers and insurance agencies.

Patrick Atwood is a financial advisor at Kestra Advisory with a Series 66 credential and one year of industry experience. His prior work history includes roles at Kestra Investment Services, LLC, the University of Delaware, and the Gilman School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and uses multiple management platforms and third-party solutions, serving clients that range from large institutional investors to sovereign wealth funds.

Steven Testino is a CFP® with 25 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. His prior roles include positions at LPL Financial and Independent Financial Partners. Outside of financial advising, he has been involved with SCT Restaurant LLC for over two decades. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through various platforms and third-party asset managers.

Timothy Brunnock is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Private Advisor Group since 2011 and has been affiliated with LPL Financial since 2007. In addition to his advisory work, he maintains limited legal practice activities and serves on the finance committee for the Morris County St. Patrick's Day Parade, a local nonprofit organization. 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 portfolio management, financial planning, and retirement plan consulting, using a range of strategies and third-party asset management programs.

Michael Donohue is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Bank of America, and Merrill. He also owns and operates JONES MD LLC, an investment-related business based in Jersey City, NJ. &PARTNERS serves a diverse client base including individual and institutional investors, offering investment advisory, brokerage services, financial planning, and retirement plan consulting. The firm employs a range of portfolio management strategies and operates as both a broker-dealer and registered investment advisor.