Ariane Auster is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Mercer Allied Company, L.P. for 27 years before joining Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Diana Longo is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Integrity Alliance, LLC. She has worked at Solomon Wealth Solutions, LLC, Next Financial Group, Inc., and Solomon Financial LLC, among other firms. Outside of her advisory role, she owns Innovative Divorce Services, LLC, where she provides divorce financial analysis and serves as a mediator in alternative dispute resolution. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios across multiple custodial platforms.

Marcia Paltenstein is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, she worked at Round Table Services, LLC for 19 years. She holds Series 63 and Series 65 licenses and has a financial interest in P Shares LLC, a private investment entity. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolios emphasizing diversified asset allocation and provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Clifford Williams is a financial advisor at Osaic Institutions, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Royal Alliance Associates. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its investment adviser representatives.

Maribel Perez is a financial advisor with Principal Financial Services in Rockaway, NJ, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1997. Outside of finance, she is the owner and photographer of a registered non-compensated photography business, Sunkissed Photos by Maribel, and is a founder of the nonprofit SWAG Network Group. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Alexander Samara is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. He has worked at Madison Wealth Planners and LPL Financial since 2021 and has prior experience in education at Rowan University and Madison Public School. 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 third-party asset management programs.

Jennifer Robertson is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2018, including prior roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Daniel Trout is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Securities America Advisors Inc. and his own firm, Financial Principles, LLC, where he also conducts insurance sales. Outside of his advisory duties, Trout serves as president of the West Milford Youth Soccer Organization, overseeing local recreational soccer programs. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach incorporates manager selection, multi-manager solutions, and a range of investment vehicles supported by proprietary research and operational features.

Peter Hoglund is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at AEPG Wealth Strategies from 2010 to 2019. His other business activities include involvement with Wealth Enhancement Group’s non-variable insurance operations. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized programs.

Neil Westerduin is a financial advisor with Kestra Advisory in Hawthorne, NJ, holding a Series 65 designation and 15 years of industry experience. His career includes 11 years at Chadwick Wealth Management, LLC, and he has operated Neil Westerduin CPA LLC since 1989. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of fiduciary and investment services, including plan design, compliance testing, and advisor-managed accounts, serving clients such as sovereign wealth funds and other large institutional investors.

Kenneth Glick is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott and Morgan Stanley Private Bank, National Association. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, employing strategic and tactical asset allocation alongside various investment strategies.

Pier Mutovic is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Affinity FCU, LPL Financial, Raymond James Financial Services, and M&T Securities. Outside of his advisory role, he owns Glory Beer Bar & Kitchen in Philadelphia. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles, providing bespoke solutions and utilizing both discretionary and non-discretionary strategies.

Mark Morgan Jr. is a CFP®-certified financial advisor with LPL Financial based in Morristown, NJ, and has nine years of industry experience. He has worked with Private Advisor Group, LLC and Summit Risk Management, Inc. in addition to his current role. Morgan is involved in administrative services through Private Advisor Group, an independent investment advisory firm. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Roshanna Richardson is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Prudential Insurance Company of America, and TD Bank. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios managed by proprietary algorithms, as well as a Managed Account program, operating as both a broker-dealer and insurance agency.

Matthew Monahan is a financial advisor with GWN Securities Inc. in Basking Ridge, NJ. He holds Series 63 and Series 65 credentials and has seven years of industry experience. Prior to joining GWN Securities in 2019, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he assists clients with final expense planning to provide liquidity for estate-related costs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, supporting both traditional and active investment approaches.

Regina Kelly is a Series 66-licensed financial advisor with nine years of experience, currently with Janney Montgomery Scott. She previously worked at UBS Financial Services for seven years and Edward Jones for one year. Kelly operates out of Short Hills, NJ. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Ellen Rich is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 17 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 combines centralized investment resources and model portfolios with both discretionary and non-discretionary management to deliver tailored wealth solutions.

Anthony Marotti is a CFP® with 17 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC since 2020. Prior to this, he worked for 13 years at Berson & Corrado Investment Advisors, LLC. He is president of the Anthony Marotti Memorial Scholarship Foundation, which supports youth sports through scholarships and donations, and serves on the board of the Union College Fighting Dutchmen Gridiron Club, a booster organization for the college football team. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with a mix of mutual funds, ETFs, individual equities, and fixed income, and combines its enterprise scale with a broad selection of model and wrap-fee options.

Jennifer Bell is a financial advisor at &Partners with 26 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Merrill Lynch, Pierce, Fenner & Smith, Inc. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

David Kaiser is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Ayco and Goldman Sachs since 1994. Kaiser serves on the Investment Committee of the Silver Bar YMCA of the Adirondacks, a nonprofit organization. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and offers tailored solutions through both discretionary and non-discretionary management strategies within a large integrated financial group.