Michael Sevchuk is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 18-year tenure 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 and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Eric Lyons is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 registrations. He has 29 years of experience in the industry, with prior roles at Signature Securities, Terra Capital Markets, and Diamond Wholesale Corp. Lyons has been associated with Private Advisor Group and LPL Financial since 2022. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often utilizing third-party managers and model portfolios.

Frank Deluca is a financial advisor with OSAIC Institutions, Inc., holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior positions include roles at Financial Resources Federal Credit Union, CUSO Financial Services, L.P., Pruco Securities LLC, and Beacon Trust Company. Outside of his advisor role, he serves as a trustee for the Deluca Family Trust, managing investment decisions and asset distributions. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Nancy Vandergoot is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at TIAA-CREF, JP Morgan Securities, and Merrill Lynch. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing both affiliated and third-party managers through a variety of portfolio solutions.

Scott Cohen is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and Ameriprise Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

David Gatto is a financial advisor at Private Advisor Group, LLC with a Series 65 designation and recent industry experience. His prior roles include positions at Capstone Wealth Management and The Siegfried Group, as well as twelve years at L3Harris Technologies, Inc. He is based in Morristown, NJ. Private Advisor Group provides portfolio management, financial planning, retirement plan consulting, and managed account solutions to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model that combines client goal assessment with varied investment strategies and leverages third-party managers and proprietary technology platforms.

Marc Depasquale is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has held prior roles at Coerver Coaching, Rino's Pizzeria, OK Petroleum, and Wealth Advisory Group LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with a range of service platforms, leveraging the broader Goldman Sachs ecosystem to offer comprehensive wealth management solutions.

Tina Welles is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ, holding a Series 66 designation and 13 years of industry experience. She worked at The AYCO Company, L.P./Mercer Allied for nine years before joining Goldman Sachs in 2018. 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 offers tailored advisory solutions supported by strategic allocation models, manager selections, and a range of implementation options, leveraging resources across the broader Goldman Sachs network.

Gelber Castillo is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Berkeley Heights, NJ, and has three years of industry experience. His prior roles include work at Agia and involvement with the Immigration and American Citizenship Organization. Castillo also serves as an agent for non-securities insurance products. 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Joseph Norris is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Norris operates under the hybrid Registered Investment Advisor model within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, combining client-specific goals with multiple investment strategies implemented directly or through third-party managers and technology platforms.

Peter Levine is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His work history includes positions at Apple Bank, Infinex Investments, JP Morgan Securities, and HSBC Securities. Outside of finance, Levine works part-time in event staffing as a waiter and bartender and has experience merchandising supermarkets and drugstores. OSAIC Institutions, Inc. is an SEC‑registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives and operates a hybrid adviser/broker‑dealer model that includes access to alternative investments and a lending marketplace.

Conner Decker is a financial advisor at Guardian Life with a Series 66 credential and two years of industry experience. Prior to his current role, he worked at Park Avenue Securities and Guardian Life Insurance Company. He is also involved in a family-owned business selling snack products. Guardian Life’s affiliated firm, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Michael De Paola is a financial advisor at GWN Securities Inc. with five years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Cetera Wealth Services, Mid Atlantic Resource Group, and Minnesota Life Insurance Company. De Paola also serves as an independent agent placing life and disability insurance products through Crump Life Insurance Services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including traditional and active strategies, supported by a network of approximately 423 advisors.

Mark Giordano is a financial advisor at Private Advisor Group, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial and Independent Financial Partners. In addition to his advisory work, he is an attorney with The Giordano Law Firm, PC, and is involved in a film production company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that integrates technology platforms and a range of investment strategies, often utilizing third-party managers and TAMPs.

Michael Hecht 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 2014 and has prior experience at LPL Financial LLC, 1717 Capital Management Company, and UBS Financial Services. Outside of his advisory role, Hecht is involved with ECH Financial LLC, a non-investment-related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary and third-party programs.

Mason Piersall is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Benjamin F. Edwards, he worked briefly at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Fiducient Advisors. He also has experience outside finance, including working at Wood-n-Tap Bar and Grill. Benjamin F. Edwards & Company is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based services and investment strategies, combining custody and execution features with both discretionary and non-discretionary management approaches.

Timothy Anthony is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include six years at The Brookings Institution and a period of self-employment before joining Citi in 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale and market roles to offer complex solutions, including discretionary accounts and alternative investments.

Vatsal Patel is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding the Series 66 credential and seven years of industry experience. He has worked at firms including Bank of America, Merrill, Edward Jones, and New York Life. Outside of his advisory work, Patel owns and operates a beer and wine convenience store called Windsor Shoppe. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and focuses on tailoring advice to client goals, with a significant portion of assets managed on a non-discretionary basis.

Jordan Heller is a CFP® and CFA® with 20 years of experience in the financial advisory industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019, following 11 years at Heller Wealth Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for the New York School of Podiatric Medicine and the audit committee for Alzheon, Inc., a biomedical company. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles and private funds.

Robert Schmidt is a financial advisor at &Partners with Series 63 and Series 65 credentials and 37 years of industry experience. His prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a variety of strategies and platforms, and operates as both a registered investment adviser and broker-dealer.