Mark Porcelli is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has previously worked with Charles Schwab & Co., TIAA-CREF, and Lenox Advisors, Inc. Porcelli is based in Jersey City, NJ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach emphasizes asset allocation and investment selection guided by internal research and standard models, with trades executed only upon client authorization.

Robert Pettit is a financial advisor at Corient with eight years of industry experience. He holds a Series 66 designation and has worked at firms including RegentAtlantic and Mass Mutual Investors Services. His background also includes roles outside of finance, such as at University of the Arts and operating Pettit Audio. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized services including family office and corporate trustee solutions.

Derek Sausa is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior work includes positions at Greenberg & Rapp, M Holdings Securities, Inc., and Citigroup. Outside of his advisory role, he is involved in property management as a landlord. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct client portfolios.

Ryan Cron is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. He has held roles at Guardian Life since 2022 and previously worked at Certified Financial Services, Movado Group, and Scotts Miracle-Gro. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs both advisor-led discretionary management and model-based strategies, providing a range of financial planning and consulting services alongside access to proprietary and third-party investment solutions.

Donald Rasweiler is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Benjamin F. Edwards & Company, Wells Fargo Clearing, Morgan Stanley, J.P. Morgan Securities, and A. G. Edwards & Sons. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs delivered on discretionary and non-discretionary bases, with advisory services spanning equity, balanced, and fixed-income portfolios structured through strategic and tactical asset allocation.

Vincent Dotti is a financial advisor at OSAIC Institutions, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Royal Alliance Associates, Inc. before joining OSAIC Institutions. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, access to alternative investments, and a lending marketplace, operating a hybrid adviser and broker-dealer model.

Charles Churchill is a financial advisor at Citigroup Global Markets with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including HSBC Securities, Merrill, UBS Financial Services, and Chase Investment Services. Churchill has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Boureima Diallo is a CFP® professional with four years of industry experience, currently serving at Transamerica Financial Advisors. He has a long-standing association with United Financial Services and the Transamerica Agency Network, where he has been involved in recruiting, training, and business development since 2002. Diallo also engages in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and digital platforms, serving clients through an extensive advisor network.

Helder Samagaio is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Andrew Newman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior experience includes five years at Wells Fargo Advisors before joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm combines fiduciary-based advisory services with a range of investment strategies and technology platforms, often utilizing third-party managers and model portfolios from major strategists.

Larry Daniels III is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously with Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory role, he is an attorney specializing in real estate law and serves as New York Market President for C-Suite for Christ, an organization focused on Christian business practices. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internally managed and third-party models, discretionary asset management, and financial planning services.

Daniel Riordan III is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years before joining Rockefeller in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through its Private Advisor model and consolidated investment platform.

Michele Phillippi is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Valic Financial Advisors since 2019 and previously held positions at OneAmerica Securities and American United Life. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Goetze is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held roles at Goldman Sachs since 2023 and previously worked at Hodges Ward Elliott and Village Paint Supply Inc. Outside of finance, his background includes involvement with Graydon Summer Day Camp. 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 tailored offerings.

Erik Scherr is a financial advisor with Guardian Life and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Merrill, MetLife Securities, Mass Mutual Investors Services, and Park Avenue Securities. He is licensed to sell insurance products beyond Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, retirement plans, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Aaron Maciak is a financial advisor with Oppenheimer in Florham Park, NJ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Ameriprise Financial Services and self-employment ventures. Outside of his advisory work, he works part-time as a caddy at Crestmont Country Club on weekends. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment and consulting services delivered on both discretionary and non-discretionary bases, combining strategic asset allocation with tailored portfolio management.

Kenneth Hopkins is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2022. Sanctuary Advisors, LLC provides 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 broad range of investment approaches through a large network of independent advisers and offers services such as portfolio management, retirement plan consulting, and financial planning.

Darin Gartland is a CFP® professional with 23 years of experience in financial advising. He has worked at Mariner since 2020 and previously spent 16 years at Wealth Health, LLC, with additional experience at The MDE Group, Inc. Mariner serves a diverse range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement plan consulting, and other services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, offering a broad set of strategies and notable tax and accounting integration features.

Mitchell Schor is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with TIAA-CREF and TIAA since 2007. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Mariella Foley is a CFP® with 18 years of experience in financial advising. She has been with Cerity Partners LLC since 2022, following a 22-year tenure at Round Table Wealth Management. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.