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.

Susan Forman is a CFP® credentialed financial advisor with 41 years of industry experience. She has been with Kestra Advisory since 2016 and Kestra Investment Services since 2006. Outside of her advisory role, she serves as an administrative assistant at Wealth Preservation Solutions, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

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.

Bailie Slevin is a financial advisor at Primerica Advisors with 12 years of industry experience and holds a Series 66 designation. Slevin has worked at Park Avenue Securities and Guardian Life Insurance Company during this time. Outside of advisory work, Slevin teaches a financial literacy class at CSU Fullerton. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies, including proprietary and third-party model portfolios, and supports both discretionary and non-discretionary account management.

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.

Kathy Hay is a CFP®-certified financial advisor with 10 years of industry experience. She is affiliated with Guardian Life and works through Park Avenue Securities in Florham Park, NJ. Her prior roles include positions at Hillside Advisors and a period of unemployment before joining Guardian Life and Park Avenue Securities. Outside of her advisory work, she serves as a trustee at Franklin and Marshall College and is a session member at Wyoming Presbyterian Church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

James Lyons Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Lyons also operates a registered investment advisory business under the name JK Lyons Wealth Management. Private Advisor Group is an SEC-registered firm managing over $41 billion and serving more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party asset management programs.

Anthony Miceli is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 33 years of industry experience. Since 2015, he has been with Benjamin F. Edwards. Additionally, he serves as an advisory board member for Morningstar on mutual fund and ETF research. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and consulting services through fee-based wrap programs and utilizes both strategic and tactical portfolio management overseen by an Investment Strategy Committee.

Ryan Madonna is a Series 66-licensed advisor with Goldman Sachs Wealth Services in Morristown, NJ. He has been with Goldman Sachs & Co. LLC since 2023 and has prior experience at Asset Staffing. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers a range of tailored services including Executive Wealth, Personal Wealth, and Private Family Office support.

Zaki Saoud is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2016, following a position at Valic Financial Advisors from 2014 to 2016. Outside of advising, he owns Zakis Realty LLC, a rental property business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with links to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through multiple programs, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Jennifer Becker is a financial advisor at Mariner with eight years of industry experience. She holds a Series 65 designation and previously worked at Glenmede Trust Company from 2014 to 2018. Becker serves on the Board of Trustees for the Executive Women of New Jersey. Mariner serves a broad mix of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements discretionary, customized portfolios combining in-house research and third-party managers, with additional offerings such as Core Family Office services and employer financial-wellness tools.

David Breault is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has worked with Private Advisor Group since 2011 and has been affiliated with LPL Financial since 2010. 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Eli Boussi is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes seven years at UBS Financial Services before joining Rockefeller Financial, where he has worked since 2014. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm combines a Private Advisor model with the Rockefeller Global Investment Management platform to provide discretionary and non-discretionary portfolio management, financial planning, and investment banking services, including offerings unique to enterprise advisors such as broker-dealer registration and alternative investment placements.

Stephen Craffen is a CFP® with 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atlas Fiduciary Financial and Stonegate Wealth Management, LLC. Outside of his advisory role, he is the owner of a Retro Fitness location in Ringwood, NJ. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

George Ghobriel is a financial advisor at Mercer Global Advisors Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including CapFinancial Partners (CAPTRUST), Shade Tree Advisors, The AYCO Company, Goldman Sachs, and Cetera Investors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and utilizes globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Robert Samara is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Madison Wealth Planners and LPL Financial, and has prior experience at PSEG and Rowan University. 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 third-party asset management programs.

Nancy Greene is a financial advisor with Money Concepts Capital Corp in Ringwood, NJ, holding a Series 63 designation and over 30 years of industry experience. She has been with Money Concepts Capital Corp since 1995. Outside of her advisory role, she serves as Vice President and Secretary of LCG Tax Services, LLC, and is involved in non-investment-related businesses including group health insurance and payroll services as well as Medicare supplement and Medicare Advantage insurance through Integrity Family Resources Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Alexander Novak is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at RBC Wealth Management and Trepp, Inc., as well as experience outside the financial sector. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and manager selections to tailor solutions, leveraging the broader Goldman Sachs ecosystem and offering a range of fee arrangements and specialized programs.

Erika Littlejohns is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Citigroup since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth and workplace segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and clearing services.