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.

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.

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.

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.

David Aranowitz is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and no prior industry experience. His background includes diverse roles across education, development, and technology sectors. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across multiple asset classes.

Michael Ricciardi is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Investment Management Services and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Diandra Allen is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior experience with Northwestern Mutual and Atlantic Health System. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jinping Lin is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. She has worked with Transamerica Financial Advisors since 2016 and is also involved with Investment Options LLC and RealMart Realty in referral and health insurance-related roles outside of securities. At Investment Options LLC, she provides health insurance and Medicare services to clients on a part-time basis. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through various fee-based and commission-based programs. The firm employs a combination of proprietary and third-party investment models with discretionary and non-discretionary options and manages over $2 billion in assets under management.

Stephen Littenberg is a financial advisor with Private Advisor Group, LLC, holding the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including tenures at National Asset Management, Inc. and National Securities Corp, as well as Voya Financial Partners, LLC. He conducts his investment advisory services under the business names Scholar Wealth Management and Scholar 401k Solutions. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting among other services. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a variety of investment strategies.

Franklin Smith Jr. is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial and CUNA Mutual Group. He also provides administrative support to Private Advisor Group as a separate business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers and programs.

Raymond Bolleia is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Citigroup Global Markets. He is based in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary and third-party platforms and employs a fiduciary-based advisory model that incorporates multiple investment strategies.

Loretta Aquino is a financial advisor at Cetera Planning Partners with 27 years of industry experience. She holds the PFS™ and Series 63 designations and has worked at firms including Avantax Advisory Services and her own accounting practice, Aquino & Co. CPA, PLLC. Aquino also serves as an elected Board of Trustee member for Staten Island Academy. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with investment management, comprehensive financial planning, and retirement-related advice. The firm offers integrated services such as tax planning, bookkeeping, and estate planning, supported by a formal, document-driven planning process and access to affiliated custodial and investment resources.

Katherine Chen is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following prior roles at The Ayco Company, L.P./Mercer Allied and SS&C Technologies. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, integrated financial group.

Lynn Jacobowski is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 66 licenses. She has 18 years of industry experience and has previously worked with firms including The Leaders Group, Inc., Park Avenue Securities, Guardian Life Insurance, and Wealth Advisory Group. In addition to her advisory role, she operates as an independent insurance agent focusing on life insurance and Medicare products. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to create diversified portfolios, and offers both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

John Novello is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has five years of industry experience and has previously worked with BNI Business Developers and Securitas. Outside of his advisory role, he is involved in notary services and health insurance sales through his ownership of SJV Financial Group LLC. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers various advisory programs alongside retirement plan services.