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.

Ryan Grealy is a financial advisor at Guardian Life with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cohen & Steers Capital Management, Inc. and Cohen & Steers Securities, LLC for nine years. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers tailored client relationships supported by proprietary programs and third-party platforms.

George Siderias is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Guardian Life since 2011 and at Park Avenue Securities since 2012. Outside of his advisory work, he operates F3COACH LLC, a personal development coaching business, and holds officer roles in NG Luxe LLC and NG Gainz LLC, which focus on automotive operations and nutrition supplements, respectively. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment 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 proprietary platforms, including digital advisory solutions.

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.

Alejandro Tirso is a CFP® professional with 13 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include positions at Invesco Distributors, Inc. and Oppenheimer Funds. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing a range of investment advisory, financial planning, and managed account programs.

Charles Poggi is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked at Janney in two separate periods starting in 2017, as well as at UBS Financial Services from 2014 to 2016. Outside of his advisory role, he is a managing partner of 1501 LLC, overseeing real estate properties on a part-time basis. Janney Montgomery Scott LLC is a large, 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, charitable organizations, and municipalities, providing brokerage, financial planning, consulting, and advisory services through multiple wrap programs and centralized portfolio management.

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.

Matt Miller is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Billfold, Yelp, and Strategic Financial Solutions. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to a diverse client base including individuals, high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party investment solutions.

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.

Jeffrey Slevin is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Guardian Life and its related entities since 1985. Outside of his advisory work, he serves as treasurer for the Red Creek Association. Guardian Life’s Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment 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 digital solutions to tailor client relationships.

Jeffrey Callahan is a CFP® professional with 22 years of experience in financial advising. He is currently with Cetera Planning Partners and has prior experience at Avantax and 1st Global Advisors. His career includes roles in wealth management and financial planning across multiple firms within the Cetera and Avantax organizations. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with additional services such as tax planning, bookkeeping, and estate planning through third-party providers. Their investment approach centers on diversified portfolios of mutual funds and ETFs tailored to client objectives and risk tolerance, supported by integration within the larger Cetera network and affiliated resources.

Robert Obrien is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Mercer Allied Company, The Ayco Company, Goldman Sachs & Co. LLC, UBS Financial Services, and multiple entities within the Rockefeller organization. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates both as a registered investment adviser and broker-dealer, offering access to a consolidated investment platform with diverse solutions across equities, fixed income, and alternatives.

Daniel Catalano is a financial advisor with TIAA-CREF in Hackensack, NJ, holding Series 66 and Series 63 licenses and 14 years of industry experience. Prior to joining TIAA-CREF in 2024, he worked at Fidelity Personal and Workplace Advisors from 2018 to 2023 and at various Fidelity entities from 2014 onward. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory services distinguish between one-time planning and ongoing portfolio management, utilizing model or customized portfolios under fiduciary standards.

Russell Zamloot is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at Avantax Advisory Services and LPL Financial and operates Russell P. Zamloot CPA, LLC, a tax preparation and accounting firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms to deliver customized wealth management services.

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.

Dolores White is an investment advisor representative at Kestra Advisory with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kestra Financial Services since 2016. In addition to her advisory role, she serves as Director of Asset Management and assists with registered representative activities through Wealth Preservation Solutions, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, and investment solutions supported by rigorous due diligence. The firm manages approximately $79.8 billion in assets and serves notable clients including large institutional investors and sovereign wealth funds.

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.

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.

Carmine Demaio is a financial advisor at TD Private Client Wealth LLC with a Series 66 license and four years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Capital Management. Outside of finance, he worked at Monmouth University and Rix Pool & Spa. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through a platform supported by Envestnet and custodians like Pershing.