Paul Holman is a financial advisor at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at First Republic Investment Management and First Republic Securities Company. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active management overseen by an internal Investment Committee.

Andrew Meinbresse is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding a Series 66 designation and with 20 years of industry experience. He has been with Valic Financial Advisors since 2014 and has also been affiliated with Agia since 2022, where he acts as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and various overlay options for portfolio management.

Adam Schlossberg is a CFP® professional with 13 years of experience in the financial services industry. He currently works with Park Avenue Securities and Guardian Life Insurance Company, where he has been employed since 2014. Schlossberg is also the owner of NS Private Client Group LLC and Private Client Insurance Services LLC, businesses that provide insurance and investment-related services. Park Avenue Securities LLC serves a wide range of clients, including individual investors, high-net-worth individuals, charitable organizations, and corporations. The firm offers brokerage and advisory services along with financial planning and consulting, utilizing proprietary and third-party investment strategies across various asset classes.

William Blanche is a financial advisor with Lincoln Investment in Cranford, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Lincoln Investment Planning Inc since 2008. Lincoln Investment Planning, LLC is a large enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team and a fiduciary role in retirement advice.

Shawn Hooper is a financial advisor with Eagle Strategies (New York Life) holding the ChFC® designation and Series 63 license. He has 37 years of industry experience, including roles at New York Life and Nylife Securities Inc. since the late 1980s. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis for individual and institutional clients.

James Rohmann is a financial advisor at Sanctuary Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for nine years. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, retirement plan consulting, and access to various managed account solutions, operating as a fiduciary under written agreements.

Joann Mcdevitt is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Steward Partners Investment Advisory, Raymond James Financial Services, and Wells Fargo Advisors. Benjamin F. Edwards & Company serves a diverse client base including individuals, institutions, and charitable organizations, offering comprehensive services such as financial planning, investment management, and retirement plan consulting through a range of discretionary and non-discretionary wrap programs.

Gamaliel Michaud is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 2010 and is currently an agent with Agia. Michaud serves as Managing Director for the National Association of Minority Financial Advisors, where he participates in networking and conference organization for minority financial professionals. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and a variety of investment options.

Giovanni Sciancalepore is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied and Ferraro Foods Inc. before joining Goldman Sachs in 2019. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate executives, plan sponsors, and institutional clients. The firm employs tailored investment strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem to offer a range of advisory and wealth management solutions.

Michele Lee is a financial advisor with &PARTNERS, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at several firms throughout her career, including Avantax and 1st Global Advisors. Outside of her advisory role, she serves as the elected Mayor of High Bridge Borough, New Jersey. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through discretionary and non-discretionary models using a variety of analytical approaches and portfolio strategies.

Robin Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2017, with a brief break between 2024 and 2025, and concurrently holds a product management role at Indeed, Inc. Outside of advising, he is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs and maintains affiliated entities supporting retirement plan clients.

Maria Kaldas is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Her prior experience includes roles at Ocean Power Technologies, Rutgers University, and the Young Women's Christian Association. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office programs and access to Alternative Investments, using both discretionary and non-discretionary approaches supported by proprietary analytics and integrated resources across the Goldman Sachs platform.

George O. Shaughnessy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has been with Commonwealth and affiliated entities since 2017, including prior roles at Reilly Financial Group and F and G Insurance Agency. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and investment management, offering discretionary and customized portfolio solutions.

Lan Song is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Prior to Mariner, Lan worked at firms including Wealth Enhancement Advisory Services, Mutual Securities, and LPL Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with integrated tax and accounting capabilities uncommon among firms of its size.

Maura Mallaney is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at LPL Financial, Mutual Securities, Inc., Macro Consulting Group, and TIAA-CREF. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Joseph Caplan is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Private Advisor Group, LLC and has previous experience with Mariner Independent Advisor Network, Caplan Capital Management, Ripco Real Estate, and Solomon Builders. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates a range of investment strategies and third-party managers.

Philip Platania is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with firms including J.P. Morgan Securities, Chase Investment Services, and Wells Fargo Clearing. In addition to his advisory role, Mr. Platania is a licensed realtor and may assist clients in real estate transactions separately from his work at Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm uses a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Wei Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and has been associated with Kistler Tiffany Benefits since 2015. Outside of advising, he is involved in the sale of insurance products and manages a personal rental property. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

James Scroggs is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 12 years of industry experience. His career includes roles at Edward Jones, TD Ameritrade, and Citigroup Global Markets. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time financial planning and ongoing portfolio management, employing a fiduciary standard across its advisory services.

Jack Pappas is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held various roles at Fordham University, Arcola Country Club, Goya Foods, and Sicilian Sun. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services covering equity, balanced, and fixed-income portfolios, provided on both discretionary and non-discretionary bases.