Anthony Miceli is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 license and has 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2023, he has also served as an advisory board member for Morningstar, contributing to mutual fund and ETF research. Benjamin F. Edwards & Company, Inc. is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models in discretionary and non-discretionary managed solutions.

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.

Christina Vollmann is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 14 years. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who utilize various investment approaches and platforms, delivering both discretionary and non-discretionary portfolio management.

Jennifer Becker is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously held roles at Glenmede Trust Company and Armstrong Shaw Associates Inc. Becker serves as a board member of Executive Women of New Jersey. Mariner is an enterprise firm serving a wide range of clients through customized investment management, financial planning, retirement consulting, and integrated tax and family office services, supported by both internal research and third-party managers.

David Breault is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding Series 63 and Series 66 credentials and over 40 years of industry experience. His career includes roles at LPL Financial, Morgan Stanley, and Citigroup Global Markets. Breault operates under a hybrid registered investment advisor arrangement with Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based advisory model and employs various investment strategies, often implementing advice through third-party managers and technology platforms.

Marc Alessandro is a financial advisor at Equity Services, Inc. with 19 years of industry experience. He holds a Series 63 designation and has worked at firms including Prudential Insurance Company of America and National Life Group. Outside of his advisory role, he is also involved as an agent for insurance sales through Integrated Financial Concepts. Equity Services, Inc. (EFA Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines a range of advisory platforms and third-party asset managers, offering both discretionary and non-discretionary management with a mix of long-term and shorter-term investment strategies.

Mario Girone is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Citigroup since 2014. Outside of his advisory role, he is involved in managing several real estate entities in New York and New Jersey. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, maintaining internal oversight and utilizing external partnerships to manage client portfolios.

Stephanie Scorziello is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Ayco and Advantage XPO, as well as accounting and consulting experience in New York. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management with access to specialized programs and alternative investments. The firm integrates strategic investment models and proprietary analytics, offering tailored solutions through various fee arrangements and platforms.

Gavin Kreitz is a financial advisor with TLG Advisors, Inc., holding a Series 66 credential and no prior industry experience. His work history includes roles at Simplicity Investments Inc., Gideon Strategic Partners LLC, Leste Group, Med-Metrix, and academic positions at the University of Miami and Lafayette College. TLG Advisors, Inc. serves a diverse client base, including individuals, trusts, charities, corporations, and institutional investors. The firm focuses on manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advised accounts and direct-to-consumer digital investment programs.

George Ghobriel is a financial advisor with Mercer Global Advisors Inc. in Morristown, NJ. He holds the Series 66 designation and has five years of industry experience. His prior roles include positions at The AYCO Company, Goldman Sachs & Co. LLC, and CapFinancial Partners. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Robert Samara is a financial advisor at Private Advisor Group, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Wealth Planners, LPL Financial, and PSEG. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm operates a fiduciary-based model that incorporates technology and a range of investment strategies while utilizing both in-house and third-party managers.

James Clark is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 11 years before joining Janney in 2025. 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 retirement plans, and municipalities, offering a range of services such as brokerage, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Joan Banks is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Apprentice Inc, Horizon Blue Cross Blue Shield, and Syracuse University. Outside of her advisory work, she sells clothing on online marketplace platforms Poshmark and Depop. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth and wellness programs. The firm utilizes a range of strategic allocation models and managerial selections, supported by proprietary and third-party analytics, and offers access to affiliated banking, asset management, and broker-dealer resources within the broader Goldman Sachs network.

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.

Sean Broderick is a Series 66-licensed financial advisor with Citigroup Global Markets, where he has worked in Citi Personal Wealth Management since 2010. He has 16 years of industry experience. Outside of his advisory role, he is the owner and personal trainer at United Health and Fitness, LLC, and serves on the board of directors for The Greenbelt Conservancy in Staten Island, focusing on greenbelt preservation and education. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside brokerage and custody services. The firm combines large institutional scale with unique market roles, providing discretionary and non-discretionary strategies that include alternative investments and digital assets.

David Dobin is a CFP® professional with 25 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he volunteers by selling merchandise at cost to support a colleague battling an illness. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jackson Vaughn is an advisor with Kestra Advisory and holds a Series 66 designation. Although he has no prior industry experience, his background includes roles outside finance such as positions at Gaslight Brewery & Restaurant and Ineffable Coffee, as well as studies at Seton Hall University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance testing, and supports complex investment products within a supervisory framework.

Rowland Pepito is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at Wealth Enhancement Advisory Services, LLC. His background includes roles at American Century Investment Services, Inc., Northwestern Mutual Investment Services LLC, and Ernst and Young. Wealth Enhancement Advisory Services manages over $122 billion in assets through a large advisor network, offering financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that combines passive and active managers alongside quantitative, momentum, and fundamental analysis.

William Zimmer is a financial advisor with Kestra Advisory, holding CFP® and Series 66 credentials and two years of industry experience. He has worked at Kestra Advisory since 2023 and previously at NexGen Financial Group in 2021. Zimmer is involved in para-planning and administrative support within his firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of investment platforms and solutions.

Adam Block is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Goldman Sachs in two periods totaling 17 years and spent three years at Broadridge Financial Solutions. He serves as an Investment Committee Member for the University at Albany Alumni Association. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, leveraging centralized investment resources and a range of discretionary and non-discretionary portfolio management options.