Brian Carenza is a financial advisor at Brookstone Capital Management LLC with the designations ChFC® and Series 63, and three years of industry experience. He has worked at Brookstone since 2022 and has held roles at Advisors Elite Financial, First Ameritas Life Insurance Corp. of New York, and DiPaola Financial Group since 2008. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Robert Pettit is a financial advisor at Corient with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including RegentAtlantic and Mass Mutual Investors Services. Pettit's background also includes roles outside finance, such as work with Park Boulevard Productions and University of the Arts. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Simon Kunthara is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, and other firms. Outside of his advisory role, he is the owner and partner of SiHa LLC, a real estate business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm serves individual clients within the Schwab ecosystem and does not exercise discretionary trading authority.

Derek Sausa is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior work includes positions at Greenberg & Rapp, M Holdings Securities, Inc., and Citigroup. Outside of his advisory role, he is involved in property management as a landlord. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct client portfolios.

Francis Johnson is a CFP® with 26 years of experience and is currently affiliated with TLG Advisors, Inc. He has held positions at Griffin Distribution Partners LLC, The Leaders Group Inc, Guardian NFN, Massachusetts Mutual Life Insurance Company, MML Investor Services LLC, and Axa Distributors, LLC. Outside of his advisory roles, he is a registered representative involved in the insurance business at Griffin Distribution Partners LLC. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Ryan Cron is a financial advisor at Guardian Life with four years of industry experience. He holds a Series 66 designation and has held positions at Guardian Life, Certified Financial Services, Movado Group, and Scotts Miracle-Gro. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual and institutional clients with brokerage services, financial planning, and a range of investment advisory programs, offering both discretionary and non-discretionary options that include model portfolios and digital advisory solutions.

Natani Drati is a CFP® professional at Schwab Wealth Advisory with two years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Northwestern Mutual Investment Services LLC, JP Morgan, and Rick Hu. Outside of financial advising, he has worked as a food delivery driver for Instacart and Uber and is engaged in youth sports training for football and speed and agility. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s research and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Donald Rasweiler is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Benjamin F. Edwards & Company, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm’s approach includes strategic asset allocation, manager selection, and use of various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Dean Loucka is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services, TD Ameritrade, Charles Schwab, AE Wealth Management, and Rightbridge Financial. He is based in Jersey City, NJ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm delivers investment recommendations across various asset classes and conducts annual financial reviews without exercising discretionary trading authority.

Vincent Dotti is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes five years at Ameriprise and 26 years at Royal Alliance Associates, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm is known for its mix of advisory and brokerage solutions, non-discretionary asset management, and access to alternative investments via platforms like CAIS.

Helder Samagaio is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Andrew Newman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Wells Fargo Advisors for five years before joining Private Advisor Group and LPL Financial in 2020. 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 a range of portfolio management and financial planning services, utilizing various investment strategies and supporting held-away account management through multiple custodians and third-party platforms.

Andreas Kokkinos is a financial advisor with Citigroup Global Markets holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Citigroup Global Markets since 2014, with a brief period of unemployment from 2019 to 2020. He has an affiliation as a life insurance agent with a Mass Mutual Insurance Agency but has not actively pursued this role beyond personal and family-related cases. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, custody services, and derivatives trading. The firm combines large institutional scale with in-house research, swap dealer activities, and bespoke discretionary solutions for very large clients.

Daniel Riordan III is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Rockefeller Financial in 2025, he worked at UBS Financial Services for 13 years. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a designated Private Advisor model.

Michael Goetze is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held roles at Goldman Sachs since 2023 and previously worked at Hodges Ward Elliott and Village Paint Supply Inc. Outside of finance, his background includes involvement with Graydon Summer Day Camp. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, leveraging centralized investment resources and a range of tailored offerings.

Erik Scherr is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at MetLife Securities Inc. and Mass Mutual Investors Services. He also sells insurance products outside of Guardian when appropriate. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Aaron Maciak is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2022. Outside of his advisory role, he works part-time as a caddy at Crestmont Country Club on weekends. Oppenheimer serves individual, corporate, pooled vehicle, and retirement plan clients with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm offers both discretionary and non-discretionary investment strategies, managing a broad range of assets across equity, balanced, and fixed income portfolios.

Kenneth Hopkins is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2022. Sanctuary Advisors, LLC provides 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 broad range of investment approaches through a large network of independent advisers and offers services such as portfolio management, retirement plan consulting, and financial planning.

Richard Kintzing Sr. is a financial advisor at Guardian Life with Series 66 credentials and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, with prior experience at Certified Financial Services and healthcare-related organizations. He is also president of a local LeTip chapter. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary portfolio management.

Darin Gartland is a CFP® professional with 22 years of industry experience. He has worked at Mariner Wealth Advisors since 2020 and previously spent 16 years at Wealth Health, LLC. Gartland is based in Madison, NJ. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers customized discretionary portfolios supported by in-house research and external managers, along with integrated tax, accounting, and family office services uncommon for a firm of its scale.