Raymond Bolleia is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Citigroup Global Markets. He is based in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary and third-party platforms and employs a fiduciary-based advisory model that incorporates multiple investment strategies.

Katherine Chen is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following prior roles at The Ayco Company, L.P./Mercer Allied and SS&C Technologies. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, integrated financial group.

Lynn Jacobowski is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 66 licenses. She has 18 years of industry experience and has previously worked with firms including The Leaders Group, Inc., Park Avenue Securities, Guardian Life Insurance, and Wealth Advisory Group. In addition to her advisory role, she operates as an independent insurance agent focusing on life insurance and Medicare products. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to create diversified portfolios, and offers both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

John Novello is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has five years of industry experience and has previously worked with BNI Business Developers and Securitas. Outside of his advisory role, he is involved in notary services and health insurance sales through his ownership of SJV Financial Group LLC. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers various advisory programs alongside retirement plan services.

Lesley Draper is a financial advisor with Corient, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at RegentAtlantic for 14 years before joining Corient and its related entities in recent years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies and third-party managers, with an emphasis on risk management and portfolio monitoring.

Michael Green is a CFP® with 23 years of industry experience, currently working at Focus Partners Wealth, LLC. He has held positions at The Colony Group, LLC, GYL Financial Synergies, LLC, Wechter Feldman Wealth Management, Inc., and TD Ameritrade. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Matthew Amelio is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 13 years of industry experience and has held roles at Nexus Wealth Strategies LLC, M.R.A. Financial Group LLC, NYLife Securities LLC, and New York Life Insurance Company. He also operates his own firms offering New York Life products and brokering insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Jessica Divincent is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The AYCO Company, L.P./Mercer Allied. 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 model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Ryan Casey is a financial advisor at Guardian Life with four years of industry experience. He holds a Series 66 designation and has previously worked at Simon Quick Advisors, LLC, Longbridge Financial, LLC, and Park Avenue Securities. Casey’s background also includes roles outside finance, such as positions at Bottle King and Acme Markets. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using model portfolios from internal and third-party managers.

Brian Mc Govern is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 65 license and six years of industry experience. He is also a partner in McGovern Garry LLC, a CPA firm providing tax and consulting services, and serves as an uncompensated board member of QuantumXchange, Inc. Mr. McGovern offers tax advice and preparation services separately from his investment advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, combining client goals and risk tolerances with a range of investment strategies and technology platforms, often utilizing third-party managers and wrap programs.

Corrado Spezzacatena is a CFP® professional with 23 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His previous experience includes roles at Raymond James Financial Services and Wells Fargo Advisors. Outside of advisory work, he is the CEO of prefGrab, Inc., a business focused on idea generation and development. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, planning, and portfolio management services through both proprietary and third-party solutions.

Matthew Masterson Jr. is a CFP® with 10 years of industry experience, currently serving at Corient. He previously worked at RegentAtlantic for eight years. He is involved with the Morris Educational Foundation, where he serves on the Finance Committee overseeing the organization’s finances and investments. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies, third-party managers, and customized asset allocation, with ongoing portfolio monitoring and risk management.

Jeffrey Boyer is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, following a 15-year tenure at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Haorong Huang is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He has been with Citigroup Global Markets since 2013. Huang holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing a range of discretionary and non-discretionary portfolio solutions.

James Galbraith III is a CFP®-designated financial advisor with 34 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, having previously worked at firms including Steward Partners Global Advisory, Wells Fargo Advisors, and A. G. Edwards & Sons. In addition to his advisory work, he operates Galbraith Wealth Management, a non-investment related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines client goal assessments with discretionary and non-discretionary management, utilizing proprietary platforms and third-party strategists.

Owen Gold is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Raymond James & Associates Inc., Morgan Stanley, and involvement in the hospitality sector with South Kitchen + Bar and Mission Taco. Owen has also held teaching positions at the University of Georgia and Long Island University. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party portfolio management solutions.

Brian Dorflinger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Raymond James Financial and Kennedy Insurance Services. Outside of advisory work, he is also an Uber driver and operates a property and casualty business through Edgewood Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines technology platforms and a range of investment strategies, frequently implementing advice through third-party managers and turnkey asset management programs.

Donna Sabatino is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner since 2020. Prior to joining Mariner, she worked at Wealth Health, LLC for five years. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and it provides integrated tax and accounting services alongside financial wellness programs for employer clients.

Gavin Natelli is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2014, following positions at Morgan Stanley and Wells Fargo Clearing. He volunteers as a weekly usher at the Church of the Little Flower in Berkeley Heights, NJ, and participates in campaign fundraising on a volunteer basis. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs combining discretionary and non-discretionary services, including asset management, consulting, and retirement planning.

Gerald Spitzer is a financial advisor at Sanctuary Advisors, LLC with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 10 years. Outside of advising, he serves as a board member for NAMI NYC, a nonprofit focused on mental illness, and holds advisory roles related to employee ownership initiatives. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who employ diverse investment strategies and offers both discretionary and non-discretionary account management through various platforms and sub-advisers.