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.

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 with Citizens Securities, Inc. in Newark, NJ, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. Her prior roles include positions at TD Bank N.A., Prudential Insurance Company of America, and J.P. Morgan Securities. Outside of her advisory work, she is an owner of ProMunn Holdings LLC. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and managed accounts, operating as part of Citizens Bank, N.A.

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.

Hyunjin Hong is a financial advisor with Lincoln Investment, holding a Series 66 designation and eight years of industry experience. He has been with Lincoln Investment since 2017 and is also involved with SAFE Benefits Consulting Group, where he manages daily branch operations. Additionally, Hong serves as an insurance agent, placing and servicing life insurance for clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Alec Tran is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and four years of industry experience. He has ownership roles in multiple rental property businesses and manages a merchant services company. Alec also operates a tax preparation service. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm provides both advisory and broker-dealer services with a range of proprietary and third-party investment models, operating as both a registered investment adviser and a broker-dealer.

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.

Martin Eisenstein is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has a longstanding background as a CPA and attorney, with over 40 years providing legal and accounting services through his own firms. He is also involved in business and family office management through multiple related entities he owns. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a combination of internal and third-party asset management strategies.

Jennifer Bell is a financial advisor at &Partners with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Merrill Lynch, Pierce, Fenner & Smith, Inc. Jennifer is based in Basking Ridge, NJ. &Partners serves a diverse client base, including individual investors, retirement plans, charitable organizations, and sovereign wealth funds, offering a combination of investment advisory and brokerage services along with financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and operates as both an RIA and broker-dealer, with additional activities in municipal advising and investment banking.

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.

Robert Wands is a Series 66 credentialed financial advisor with Lincoln Investment, where he has worked since 2010. He has 16 years of industry experience. Outside of his advisory role, he serves as Treasurer for the Rotary of Roselle/Roselle Park and is an elected board member of the Wychwood Gardens Co-op. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, managing a mix of in-house and third-party investment strategies overseen by an Investment Management & Research team using both strategic and tactical approaches.

Michael Millman is a financial advisor with Primerica Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Millman is also involved in insurance services addressing needs not covered by Guardian. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and employs a range of investment strategies including model portfolios, third-party managers, and digital advice solutions.

Christopher Viola is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and JP Morgan Chase. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.