Mazin Hakim is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018. Prior to that, he was employed at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those with existing relationships through TIAA-administered retirement plans. The firm offers both model portfolio options and customized portfolio management under a fiduciary standard.

Matthew Walker is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at NYLIFE Securities, New York Life Insurance Company, Massmutual, and Northwestern Mutual. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types, with the majority of assets managed on a non-discretionary basis.

Alexander Applegate is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has a professional background that includes service in the United States Army and academic affiliation with Cornell University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm combines strategic allocation models and manager selections with both discretionary and non-discretionary portfolio implementations, leveraging proprietary and third-party analytics within the broader Goldman Sachs ecosystem.

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 provides customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure, delegating investment management to its advisers while maintaining firm supervision.

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 at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Madison Wealth Planners and LPL Financial. Prior to his career in finance, he was employed at Rowan University and Madison Public School. 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 offering proprietary and third-party managed account solutions and uses technology platforms to implement a range of investment strategies.

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.

John Shall is a financial advisor with Cetera Planning Partners who holds a Series 63 designation and has 27 years of industry experience. Before joining Cetera Planning Partners, he worked at Avantax Advisory Services and 1st Global Advisors, among other firms. He serves as treasurer of the Staten Island Political Alliance and is a member of the executive committee for the North Shore Long Island Jewish Health Care System Board of Trustees. He is also chairman of the board of trustees at Staten Island University Hospital. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning services, emphasizing diversified allocations through mutual funds and ETFs tailored to client objectives and risk tolerance.

Kenneth Glick is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes positions at Janney Montgomery Scott, Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. He is based in Saddle Brook, NJ. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary management and maintains custody of client assets as a qualified custodian.

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®-designated financial advisor with 10 years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial since 2017, and previously worked at Summit Risk Management, Inc. and Summit Equities, Inc. from 2016 to 2017. He also provides administrative services through Private Advisor Group, operating under the Bleakley Financial Group DBA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizes technology platforms like Orion and Pontera, and provides access to both proprietary and third-party managed account solutions.

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.

Hyunjin Hong is a financial advisor with Lincoln Investment in Warren, NJ, holding a Series 66 designation and eight years of industry experience. He has worked at Lincoln Investment since 2017 and is also involved with SAFE Benefits Consulting Group, where he manages daily branch operations. In addition, Hong is an insurance agent with CAPITAS, placing and servicing life insurance for clients. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, utilizing model portfolios and both advisory- and firm-managed strategies.

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.