John Korn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Victory Capital Management, Amundi Distributor, and Putnam Retail Management. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers.

Evan Trent is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2018 to 2021, as well as at NewDay USA. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by integrated resources across the Goldman Sachs organization and a range of specialized programs and operational tools.

Robert Rosenhouse is a financial advisor at Hornor, Townsend & Kent, LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Penn Mutual Life Insurance Company and Professional Planning Consultants since 1988. He is also an owner and agent at Professional Planning Consultants, where he focuses on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Patrick Schuchard is a CFA® charterholder with 16 years of industry experience. He has been with Oppenheimer since 2011. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies.

Carol Mccann is a financial advisor at Oppenheimer with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Oppenheimer since 2017. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Anthony Cheng is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Citigroup in 2017, he worked briefly at Anchor Management Consultants and spent time at Princeton University, following six years of full-time education. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and manages both discretionary and non-discretionary programs, leveraging its large institutional scale and unique market roles.

Thomas Zirbes is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at firms such as CRI Securities, North Star Consultants, Park Avenue Securities, and Guardian Life Insurance Company. He is also head of sales at White Swan, a life insurance and sales marketing business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, employing manager selection and fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios.

Mary Ferrone is a financial advisor with Principal Financial Services in Denville, NJ. She holds a Series 66 designation and has 22 years of industry experience, all with Principal Securities Inc. and Principal Life Insurance Company since 2004. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Vincent Giliberti 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 15 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of portfolio management strategies within a large integrated financial group that offers services such as securities-based lending, futures and swap capabilities, and tailored corporate and family office programs.

Peter Song is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with Eagle Strategies since 2004 and currently operates Besthouse Wealth Strategies Group LLC, focusing on New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Johnson is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets since 2017, following four years at JP Morgan Securities LLC. Based in New York, NY, his career spans significant roles at major financial institutions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Ari Wald is a CFA® charterholder with 20 years of industry experience and has been with Oppenheimer since 2014. He serves as Head of Technical Analysis at the firm and is applying for a board position at the CMT Association, a nonprofit focused on technical analysis education and practice, where he has been involved for over a decade. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, with a distinct approach that includes both discretionary and non-discretionary management and roles as a qualified custodian.

Antonio Nicolas Callegari is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds the Series 66 designation and previously studied at Swarthmore College and St. Peter's Prep. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Evan Pollack is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing eight years of industry experience. His career includes roles at Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and Trillium Management. Outside of his advisory work, he is the proprietor of A & E Machines LLC, a service business involved in purchasing heavy machinery for short-term rentals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a non-discretionary investment approach and maintains dual registration as an SEC-registered investment adviser and broker-dealer.

Dario Polci is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including TD Bank N.A., Equitable Advisors, LLC, and The Prudential Insurance Company of America. Outside of finance, he is active as a DJ in the arts and entertainment sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm’s investment approach combines strategic and tactical asset allocation using both affiliated and third-party managers.

Mahanoor Hussain is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2023, with previous roles including positions at Deutsche Bank and the University of Miami. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant operations.

Richard Swift is a Series 65 licensed financial advisor with one year of industry experience, currently with Private Advisor Group, LLC. His prior experience includes roles at Transcend Capital Advisors, Mariner Investment Group, and Axonic Capital. He is involved in a service-disabled veteran-owned personal holding company based in Morristown, NJ. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports a range of investment approaches and provides access to multiple platforms and services tailored to client objectives.

David Parisi is a financial advisor at PNC Wealth Management with 31 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk profiling and discretionary model management with mutual funds and ETFs.

Lauren Palacio is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2015, holding various roles within the firm over that time. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and a range of implementation methods, leveraging tools such as tax-aware techniques and AI-driven analytics, while integrating capabilities across the broader Goldman Sachs organization.

Erik Andersen is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, Merrill, and Bankers Life. Andersen also serves as an agent offering non-variable insurance products such as term, whole, and universal life insurance, disability health, and fixed annuities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, providing a range of investment advisory, financial planning, and managed account solutions.