William Farnan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. His prior roles include positions at Piccini and Barclays, as well as seven years at Hamburger Construction Company. Goldman Sachs Wealth Services provides financial planning, investment management, and related 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 services such as Executive Wealth and Private Family Office support, leveraging a broad range of affiliated and unaffiliated managers within an integrated financial group.

Justin Erfer is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Peapack Private Family Office Services, Bleakley Financial Group, and LPL Financial, among others. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm provides customized discretionary portfolios managed by an internal team and an Investment Committee, with capabilities spanning equity, fixed income, alternatives, and digital assets, along with integrated tax and accounting services.

William Wolf is a financial advisor at Hightower Advisors with 33 years of industry experience. He has held his current role at Hightower Securities, LLC since 2014. Wolf holds Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Bruce Risler is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 34 years of industry experience. He has worked with LPL Financial since 1997 and joined Private Advisor Group in 2013. Risler serves as a board member of Transformation Yoga Project, a nonprofit focused on health initiatives for at-risk youth and incarcerated individuals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing proprietary and third-party platforms and strategies, often implementing advice through multiple external managers and TAMPs.

Waseem Khan is a financial advisor at TD Private Client Wealth LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. 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 clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers in its investment offerings.

Brian Testino is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and a Series 66 license, with nine years of industry experience. His prior experience includes roles at LPL Financial and Independent Financial Partners. Outside of finance, he serves as a captain with North Hudson Regional Fire & Rescue, a position he has held for over two decades. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a combination of proprietary platforms and third-party managers to deliver customized investment solutions.

Giorgio Caputo is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at JOHCM (USA) Inc., Foreside Financial Services, LLC, and JOHCM Funds Distributors, LLC. He is also a Senior Portfolio Manager at Gideon, where he manages client portfolios and contributes market updates. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on investment supervisory services and portfolio management, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, often managed through sub-advisors and program platforms.

Paul Holman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at First Republic Investment Management, Inc., and LPL Financial. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets across a large advisor network, employing a diversified, risk-class based investment approach that combines passive and active managers supported by quantitative, momentum, and fundamental analysis.

Andrew Meinbresse is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding a Series 66 designation and with 20 years of industry experience. He has been with Valic Financial Advisors since 2014 and has also been affiliated with Agia since 2022, where he acts 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and various overlay options for portfolio management.

Adam Schlossberg is a CFP® professional with 13 years of experience in the financial services industry. He currently works with Park Avenue Securities and Guardian Life Insurance Company, where he has been employed since 2014. Schlossberg is also the owner of NS Private Client Group LLC and Private Client Insurance Services LLC, businesses that provide insurance and investment-related services. Park Avenue Securities LLC serves a wide range of clients, including individual investors, high-net-worth individuals, charitable organizations, and corporations. The firm offers brokerage and advisory services along with financial planning and consulting, utilizing proprietary and third-party investment strategies across various asset classes.

Allan Lynn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His career includes long tenures at Raymond James Financial and Mendham Capital Management, where he also maintained ownership and managed accounts. Janney Montgomery Scott 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 and retirement plan sponsors, and charitable organizations, providing a range of financial planning, brokerage, and advisory services.

William Blanche is a financial advisor with Lincoln Investment in Cranford, NJ, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Lincoln Investment Planning Inc since 2008. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consultant-led portfolio management, and model portfolios supported by an in-house Investment Management & Research team, while maintaining both advisor-led and discretionary client relationships.

Shawn Hooper is a financial advisor with Eagle Strategies (New York Life) holding the ChFC® designation and Series 63 license. He has 37 years of industry experience, including roles at New York Life and Nylife Securities Inc. since the late 1980s. 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 emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis for individual and institutional clients.

James Rohmann is a financial advisor at Sanctuary Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for nine 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, through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, retirement plan consulting, and access to various managed account solutions, operating as a fiduciary under written agreements.

Joann Mcdevitt is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Steward Partners Investment Advisory, Raymond James Financial Services, and Wells Fargo Advisors. Benjamin F. Edwards & Company 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 offers advisory programs, financial planning, investment management consulting, brokerage services, insurance products, and M&A advisory, utilizing both proprietary and third-party strategies.

Gamaliel Michaud is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 2010 and is currently an agent with Agia. Michaud serves as Managing Director for the National Association of Minority Financial Advisors, where he participates in networking and conference organization for minority financial professionals. 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 and a variety of investment options.

Giovanni Sciancalepore is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied and Ferraro Foods Inc. before joining Goldman Sachs in 2019. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate executives, plan sponsors, and institutional clients. The firm employs tailored investment strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem to offer a range of advisory and wealth management solutions.

Michele Lee is a financial advisor at &PARTNERS with Series 63 and Series 66 designations and 31 years of industry experience. She has previously worked at firms including Avantax and 1st Global Advisors. In addition to her advisory role, Lee serves as the elected mayor of High Bridge Borough, New Jersey. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting, employing a range of strategies supported by proprietary and third-party managers.

Robin Li is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 with a break from 2024 to 2025, and concurrently has been employed at Indeed, Inc. since 2019 as a Product Manager. His other business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services with proprietary and third-party investment models, serving clients through both discretionary and non-discretionary programs.

Maria Kaldas is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Her prior experience includes roles at Ocean Power Technologies, Rutgers University, and the Young Women's Christian Association. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office programs and access to Alternative Investments, using both discretionary and non-discretionary approaches supported by proprietary analytics and integrated resources across the Goldman Sachs platform.