Joseph Costello is a financial advisor at Osaic Institutions, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise and Royal Alliance. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Ronan Obyrne is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes eight years at Fieldpoint Private Securities LLC and roles at Sanctuary Advisors and Sanctuary Securities since 2022. Outside of his advisory role, he is the founder of Crescent Pine Family Office Group, a boutique firm providing family office services to ultra-high-net-worth families and business owners, and co-founded Crescent Pine Insurance Group, a property and casualty insurance brokerage. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm employs diverse investment approaches and provides portfolio management, retirement plan consulting, and access to sub-advisers and third-party managed account platforms.

Brandon Fisk is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Citi Private Alternatives, Transamerica Capital, Wells Fargo Advisors, BrightHouse Securities, and Metlife Investors Distribution Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Ryan Dugan is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored solutions through centralized investment resources and integrates services across affiliates, such as banking and retirement consulting, to deliver comprehensive wealth management.

Daniel Clark is a financial advisor with Janney Montgomery Scott in Short Hills, NJ, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He worked at UBS Financial Services for 11 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Patrick Edwards is a financial advisor at Money Concepts Capital Corp with 22 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is a CPA and owner of Edwards Financial Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a range of clients including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Russell Zamloot is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing four years of industry experience. He has previously worked at Avantax Advisory Services and LPL Financial. In addition to his advisory work, Zamloot operates a CPA firm providing tax preparation and accounting services. 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 portfolio management, financial planning, and access to various third-party asset management programs.

Jierong Cheng is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. In addition to his advisory role, he is president of Spring Beauty Spa and a partner at Pacific Tax and Consulting Group LLC, where he prepares tax returns for individuals and corporations. Cheng has worked with Transamerica Financial Advisors since 2017 and has prior experience at World Financial Group and academic institutions. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment models, with discretionary and non-discretionary program options.

Jennifer Mcmanemin is a financial advisor at &Partners with 29 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Merrill. Outside of her advisory role, she manages JCM10, LLC, serving as the office manager. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies and maintaining capabilities as a registered investment adviser and broker-dealer.

Kevin Wright is a Series 66 licensed financial advisor with seven years of industry experience, currently serving at Goldman Sachs Wealth Services since 2021. Prior to this, he worked at The Ayco Company, L.P./Mercer Allied from 2019 to 2021. Outside of finance, he holds a silent partnership stake in a bar and restaurant business. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and delivers customized advisory support through integrated strategies and a broad range of affiliated services.

James Bassett is a CFP®, CFA®, and Series 65-licensed financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2025, he worked for Altfest Personal Wealth Management for eight years. In addition to his advisory role, Bassett serves as a consultant at KAZE Creative, where he assists with business strategy and financial operations. Wealth Enhancement Advisory Services 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 process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Samuel Bodner is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs & Co. LLC since 2025 and previously worked at Double Diamond Investment Group and Crestmont Country Club. His professional experience in the industry begins in 2025. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management solutions, leveraging a comprehensive range of strategies and resources within the broader Goldman Sachs ecosystem.

Paul Purwin is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. He is also co-owner of Longwave Financial, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

Yang Vogel is a financial advisor with Eagle Strategies (NY Life) based in Livingston, NJ, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. Prior to joining Eagle Strategies in 2023, he worked at NYLIFE Securities LLC and New York Life Insurance Company since 2022 and was with HSBC Bank USA from 2015 to 2022. Outside of his advisory role, he is a licensed Notary Public. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Susan Kolan is a financial advisor with TD Private Client Wealth LLC based in Bernardsville, NJ. She holds Series 63 and Series 65 licenses and has five years of industry experience. She has worked with TD Private Client Wealth LLC since 2020 and has been with TD Bank N.A. since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm’s investment approach combines strategic and tactical asset allocation with affiliated and third-party sub-managers through various portfolio offerings.

Vishaw Sondhi is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at The Leader's Group, Tucker Asset Management LLC, Equity Services Inc, and Integrated Financial Concepts LLC. He also manages his own accounting and tax practice, Vishaw Sondhi CPA PC. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering services through a network of independent advisors and sub-advisors as well as a direct-to-consumer digital program.

Robert Hope is a CFP® and Series 66-registered financial advisor with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Strategic Wealth, and PNC Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies.

Jeremy Welther is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2012. He is based in Madison, New Jersey, and holds a Series 63 license. Outside of his advisory role, he acts as a trustee overseeing the administration of non-investment-related trusts. Mariner Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by internal research and third-party managers, with additional offerings in tax integration and financial wellness solutions.

Jonathon Allen is a CFP® and holds a Series 66 license, with 10 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial and Parks Wealth Management. Private Advisor Group, LLC manages 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 and utilizes multiple third-party asset management programs and model strategists.

Dominique Fisichella is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to this, he was employed at The Ayco Company, L.P./Mercer Allied and held various roles at St. John's University and Pico. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.