Dharshan Premaratne is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank since 2020, following eight years at TD Bank from 2012 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jackson Vaughn is an advisor with Kestra Advisory and holds a Series 66 designation. Although he has no prior industry experience, his background includes roles outside finance such as positions at Gaslight Brewery & Restaurant and Ineffable Coffee, as well as studies at Seton Hall University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance testing, and supports complex investment products within a supervisory framework.

Jason Beene is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022. Prior to that, he spent 18 years at RegentAtlantic. 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, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools.

Michael Whittemore is a CFP® and CFA® professional with 18 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has held positions there and at affiliated firms since 2019. His prior experience includes roles at U.S. Trust - Bank of America and Heller Wealth Advisors, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to individual, corporate, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, serving a broad client base that includes high-net-worth investors and pension plans.

William Smalls is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding Series 65 and Series 63 registrations and four years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLife Securities LLC and New York Life Insurance Company. Outside of financial services, he serves as president of the Deacon's Union and Women's Auxiliary of Monmouth and Adjacent Counties, a local Christian education organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a broad network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a significant portion of its assets on a non-discretionary basis.

Tammy Cooper is a CFP® professional with three years of industry experience, currently advising at Mercer Global Advisors Inc. since 2018. Prior to this, she worked at Traust Sollus for two years. Outside of her financial advisory career, she has been an active member of the Franklin Park Volunteer Fire Company since 2012. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory and planning services. The firm’s investment approach relies on Modern Portfolio Theory, utilizing diversified portfolios implemented with low-cost ETFs, separate account managers, and other investment vehicles, alongside educational content and integrated service lines.

Keith Balla is a financial advisor at Cetera Planning Partners with 12 years of industry experience. He holds a Series 66 designation and has previously worked with Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he serves as the Mayor of the Borough of Watchung and is president of a general construction contracting firm. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach centers on diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning.

Eric Jimenez is a CFP® professional at Corient with experience spanning roles at Summit Financial, First Republic Bank, and William Peterson University. He has been with Corient since 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, continuously monitoring portfolios with risk management tools and incorporating alternative investments when appropriate.

Alim Ozbilge is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions across multiple client segments.

Christopher Risko is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Signature Realty and Quest Capital Strategies. His outside activities include managing sales agents and placing life and health insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering advisory and broker-dealer services through proprietary and third-party investment models with both discretionary and non-discretionary program options.

Michael Bokach is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Agia and 1Force before joining Valic Financial Advisors. Outside of his advisory work, he is involved with Agia as an insurance agent focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and offers portfolio management and financial planning through a large network of advisors.

John Kraeutler is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at Wrp Investments, Inc., JK Capital Management, and Main Street Management Company. 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 and utilizes technology platforms alongside a variety of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

John O'Keeffe is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has held roles at Kestra Investment Services, Trust Financial Services, Capitas Financial, O'Keeffe Financial Partners, and Raymond James Financial Services. O'Keeffe is the owner of O'Keeffe Financial Partners LLC and serves as an independent contractor specializing in life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions to support its services.

Nairon Majeed is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles such as swap dealer and futures commission merchant.

Anthony D’auria is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Royal Alliance Associates, Banc of America Investment Services, and Quick & Reilly. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm’s hybrid adviser/broker-dealer structure combines discretionary and non-discretionary advisory services, access to alternative investments, and lending solutions, while delegating investment management to its network of investment adviser representatives.

Alexander Scott is a CFP® with 4 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Fisher Investments, and MACRO Consulting Group. 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 and utilizes a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Lawrence Ennis is a financial advisor at Janney Montgomery Scott with 49 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott in various roles since 2009. Outside of his advisory work, Ennis serves as Secretary and Treasurer for the North Jersey Cardinals, a youth baseball organization for players aged 14-18. Janney Montgomery Scott is a large 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, offering brokerage, financial planning, consulting, and advisory services through a variety of managed account programs.

Matthew Heilman is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has approximately one year of industry experience, including prior roles at Vela Capital and involvement with Velocity Swim Labs and Camps. Heilman has also been affiliated with the University of Virginia and ACAC Crozet in previous years. Goldman Sachs Wealth Services advises a wide range of clients, from individual investors to institutional entities, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics and benefits from integration with various Goldman Sachs affiliates to provide comprehensive financial solutions.

Christopher Ransom is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses. He has 15 years of industry experience and has been with Guardian Life and its affiliates since 2012. In addition to his advisory role, he is involved in insurance production outside of Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Yong Lin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at Aetna, Emerson Reid, and Wfgia, alongside his longstanding position at Transamerica Financial Advisors. He is also the owner of Lin Family Dynasty Inc. Outside of investment advisory, Lin assists clients with health insurance enrollment through affiliated firms. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to deliver advisory services through a large network of advisors and multiple program platforms.