Morgan Castner is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has worked at \u0026PARTNERS since 2026 and previously spent 16 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026PARTNERS serves a diverse range of clients, including individuals, institutions, retirement plans, and sovereign wealth funds. The firm offers investment advisory and brokerage services, employing a mix of proprietary and third-party portfolio management strategies using fundamental, technical, and quantitative analysis.

Katie Tacinelli is a financial advisor at &Partners with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions through the Envestnet platform.

Nicolas Michel Polito is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner Wealth Advisors, he worked at Bederson LLP and held teaching positions at Fairleigh Dickinson University, where he continues to serve as an adjunct professor of Accounting, Taxation, and Finance on a semester basis. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research team and third-party managers, with a notable integration of tax and accounting services and specialized operational capabilities.

Jeffrey Zavila is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Edward Jones and AIG Advisor Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a substantial portion of assets managed on a non-discretionary basis.

William Angelo Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Private Advisor Group since 2013 and also maintains a CPA firm, Angelo & Associates CPA, which provides accounting and income tax preparation services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Jason Frieder is a CFP® with 27 years of experience in the financial services industry. He has worked with Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and The Ayco Company, L.P./Goldman Sachs & Co. He holds a Series 63 license and is based in Caldwell, NJ. 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 services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Joseph Costello is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes prior roles at Ameriprise and Royal Alliance. OSAIC Institutions serves individuals—including high-net-worth clients—charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements, financial planning, alternative investments, and lending solutions. The firm operates primarily via a network of investment adviser representatives who provide a mix of fundamental and technical analysis and utilize both discretionary and predominantly non-discretionary asset management approaches.

Ryan Grealy is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Cohen & Steers Capital Management and Cohen & Steers Securities. His activities include involvement in insurance outside of Guardian Life. Primerica Advisors operates within the enterprise category, serving a broad retail client base with various brokerage and advisory services. The firm offers a range of proprietary and third-party investment programs along with financial planning and consulting solutions.

George Siderias is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life since 2011. Outside of his advisory role, he operates a personal development coaching business and is involved in managing a luxury car business and a nutrition supplements company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a variety of advisory programs. The firm offers both discretionary and non-discretionary management using model portfolios and digital advisory solutions integrated with proprietary and third-party strategies.

Balaji Dhandapani is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill from 2010 to 2022 before joining Advised Assets Group, LLC and GWFS Equities, Inc. in 2022. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates within platforms linked to Empower’s administrative and recordkeeping systems.

Ronan Obyrne is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes eight years at Fieldpoint Private Securities LLC and roles at Sanctuary Advisors and Sanctuary Securities since 2022. Outside of his advisory role, he is the founder of Crescent Pine Family Office Group, a boutique firm providing family office services to ultra-high-net-worth families and business owners, and co-founded Crescent Pine Insurance Group, a property and casualty insurance brokerage. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm employs diverse investment approaches and provides portfolio management, retirement plan consulting, and access to sub-advisers and third-party managed account platforms.

Brandon Fisk is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Citi Private Alternatives, Transamerica Capital, Wells Fargo Advisors, BrightHouse Securities, and Metlife Investors Distribution Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Ryan Dugan is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven years 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, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored solutions through centralized investment resources and integrates services across affiliates, such as banking and retirement consulting, to deliver comprehensive wealth management.

Tracey Fabricius is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Matt Miller is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 66 designation and has prior work experience at Billfold and Yelp. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs various investment strategies through proprietary and third-party model portfolios and supports a range of account services including lending solutions and donor-advised funds.

Daniel Clark is a financial advisor with Janney Montgomery Scott in Short Hills, NJ, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He worked at UBS Financial Services for 11 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a 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 municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Jeffrey Slevin is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Guardian Life and its affiliated companies since 1985. Outside of his advisory role, he serves as the treasurer for the Red Creek Association. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers investment advisory programs featuring discretionary and non-discretionary options, including a hybrid digital solution, and benefits from its insurer ownership structure.

Russell Zamloot is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing four years of industry experience. He has previously worked at Avantax Advisory Services and LPL Financial. In addition to his advisory work, Zamloot operates a CPA firm providing tax preparation and accounting services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Jierong Cheng is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. In addition to his advisory role, he is president of Spring Beauty Spa and a partner at Pacific Tax and Consulting Group LLC, where he prepares tax returns for individuals and corporations. Cheng has worked with Transamerica Financial Advisors since 2017 and has prior experience at World Financial Group and academic institutions. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment models, with discretionary and non-discretionary program options.

Jennifer Mcmanemin is a financial advisor at &PARTNERS with 29 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Merrill. Outside of her advisory role, she manages JCM10, LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm combines investment advisory and brokerage services, employing a variety of portfolio management strategies through the Envestnet platform and offers services ranging from financial planning to investment banking.