Gavin Natelli is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2014, following positions at Morgan Stanley and Wells Fargo Clearing. He volunteers as a weekly usher at the Church of the Little Flower in Berkeley Heights, NJ, and participates in campaign fundraising on a volunteer basis. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs combining discretionary and non-discretionary services, including asset management, consulting, and retirement planning.

Gerald Spitzer is a financial advisor at Sanctuary Advisors, LLC with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 10 years. Outside of advising, he serves as a board member for NAMI NYC, a nonprofit focused on mental illness, and holds advisory roles related to employee ownership initiatives. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who employ diverse investment strategies and offers both discretionary and non-discretionary account management through various platforms and sub-advisers.

James Moore is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and was previously with Primerica Advisors and Guardian Life Insurance Co of America from 2015 to 2018. Outside of his advisory work, Moore serves as a trustee for the Hillsborough Jr Raiders Sports and is a board member of the Somerset County 200 Club. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory services. The firm utilizes proprietary model portfolios, third-party strategists, and a digital advice solution to manage accounts on a discretionary or non-discretionary basis, supporting a range of investment products and lending solutions.

Robert Defina is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and PNC Investments, among others. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Kayla Rodriguez is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner since 2021. Prior to this, she worked at Glen Eagle Advisors, LLC for four years and has experience at The College of New Jersey. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies and administrative family office services.

Aidan Baris is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs, he held roles at Freepoint Commodities and Mandelbaum Barrett PC and has an academic background from Emory University. Goldman Sachs Wealth Services advises individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams customize strategies using a combination of internal investment groups and third-party analytics, supported by the broader Goldman Sachs ecosystem and a range of client service platforms.

Chunhong Jiang is a CFA® charterholder with 14 years of industry experience, currently with Transamerica Financial Advisors. Prior to joining Transamerica in 2024, Jiang worked at Credit Suisse for 19 years and has held roles at 3ROCKS Investment LLC, WFGIA, and sunlight networks LLC. Jiang 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, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs. The firm operates as both a registered investment adviser and broker-dealer, providing a range of managed portfolio options and related financial services.

Derek Hankins is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked in the retail sector at Simons Hardware and Bath. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services uncommon for a firm of its size.

Jacob Schultz is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience and a Series 66 credential. He has worked at Goldman Sachs since 2019 and previously held roles at Pepperdine and Bloomingdales Inc. Outside of his advisory work, Schultz serves as a trustee for a family trust based in Morristown, NJ. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management with tailored strategies supported by in-house investment research and a range of service platforms.

Brian Santini is a CFP® professional with one year of experience in financial advising. He is currently with Mariner and previously worked at US Trust Company of Delaware. His background includes four years at the University of Delaware and four years at Pequannock Township High School. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering services such as investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

John Combias is a CFP® professional with 46 years of experience in the financial advisory industry. He is currently with Mariner and MSEC, LLC and has previous experience at Cambridge Investment Research Advisors and FCG Wealth Management. Combias serves as a trustee of the Belle Buoy Foundation, a family charitable organization. Mariner serves a broad mix of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Nicolas Michel Polito is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner Wealth Advisors, he worked at Bederson LLP and held teaching positions at Fairleigh Dickinson University, where he continues to serve as an adjunct professor of Accounting, Taxation, and Finance on a semester basis. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research team and third-party managers, with a notable integration of tax and accounting services and specialized operational capabilities.

William Angelo Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group since 2013 and LPL Financial since 2012. He is also the owner of Angelo & Associates CPA, a full-service CPA firm providing accounting and income tax preparation services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary advisory model and integrates various investment strategies, often utilizing third-party managers and proprietary technology platforms.

Jason Frieder is a CFP® with 27 years of experience in the financial services industry. He has worked with Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and The Ayco Company, L.P./Goldman Sachs & Co. He holds a Series 63 license and is based in Caldwell, NJ. 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 services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Joseph Costello is a financial advisor at Osaic Institutions, Inc. based in West Orange, NJ, holding Series 63 and Series 66 registrations with 19 years of industry experience. His prior firms include Ameriprise and Royal Alliance. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a combination of discretionary and non-discretionary assets.

Balaji Dhandapani is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill from 2010 to 2022 before joining Advised Assets Group, LLC and GWFS Equities, Inc. in 2022. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates within platforms linked to Empower’s administrative and recordkeeping systems.

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.