Paul Purwin is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. He is also co-owner of Longwave Financial, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

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.

Susan Kolan is a financial advisor with TD Private Client Wealth LLC based in Bernardsville, NJ. She holds Series 63 and Series 65 licenses and has five years of industry experience. She has worked with TD Private Client Wealth LLC since 2020 and has been with TD Bank N.A. since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm’s investment approach combines strategic and tactical asset allocation with affiliated and third-party sub-managers through various portfolio offerings.

Vishaw Sondhi is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at The Leader's Group, Tucker Asset Management LLC, Equity Services Inc, and Integrated Financial Concepts LLC. He also manages his own accounting and tax practice, Vishaw Sondhi CPA PC. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering services through a network of independent advisors and sub-advisors as well as a direct-to-consumer digital program.

Robert Hope is a CFP® and Series 66-registered financial advisor with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Strategic Wealth, and PNC Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies.

Jeremy Welther is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2012. He is based in Madison, New Jersey, and holds a Series 63 license. Outside of his advisory role, he acts as a trustee overseeing the administration of non-investment-related trusts. Mariner Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by internal research and third-party managers, with additional offerings in tax integration and financial wellness solutions.

Jonathon Allen is a CFP® and holds a Series 66 license, with 10 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial and Parks Wealth Management. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services and utilizes multiple third-party asset management programs and model strategists.

Dominique Fisichella is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to this, he was employed at The Ayco Company, L.P./Mercer Allied and held various roles at St. John's University and Pico. Goldman Sachs Wealth Services provides 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 offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Matthew Diquollo is a CFP® with 11 years of experience in the financial advisory industry. He currently works at Beacon Pointe Advisors, LLC and has previously held roles at Glenmede Trust Company and Mariner Wealth Advisors. 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-focused investment approach, utilizing third-party independent managers and quantitative due diligence processes, and sponsors proprietary investment vehicles and private funds.

Richard Piazza is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as treasurer for Second Chance Stables, a nonprofit organization, and consults on the St. Patrick School Endowment Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Kathy Hay is a CFP®-certified financial advisor with 10 years of industry experience. She is affiliated with Guardian Life and works through Park Avenue Securities in Florham Park, NJ. Her prior roles include positions at Hillside Advisors and a period of unemployment before joining Guardian Life and Park Avenue Securities. Outside of her advisory work, she serves as a trustee at Franklin and Marshall College and is a session member at Wyoming Presbyterian Church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

James Lyons Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Lyons also operates a registered investment advisory business under the name JK Lyons Wealth Management. Private Advisor Group is an SEC-registered firm managing over $41 billion and serving more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party asset management programs.

Anthony Miceli is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 33 years of industry experience. Since 2015, he has been with Benjamin F. Edwards. Additionally, he serves as an advisory board member for Morningstar on mutual fund and ETF research. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and consulting services through fee-based wrap programs and utilizes both strategic and tactical portfolio management overseen by an Investment Strategy Committee.

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 financial advisor at Mariner with eight years of industry experience. She holds a Series 65 designation and previously worked at Glenmede Trust Company from 2014 to 2018. Becker serves on the Board of Trustees for the Executive Women of New Jersey. Mariner serves a broad mix of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements discretionary, customized portfolios combining in-house research and third-party managers, with additional offerings such as Core Family Office services and employer financial-wellness tools.

David Breault is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has worked with Private Advisor Group since 2011 and has been affiliated with LPL Financial since 2010. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Jacob Kovar is a CFP® professional with one year of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Northwestern Mutual and Bleakley Financial Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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 at Mercer Global Advisors Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including CapFinancial Partners (CAPTRUST), Shade Tree Advisors, The AYCO Company, Goldman Sachs, and Cetera Investors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and utilizes globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and other investment vehicles.