Philip Platania is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Private Advisor Group since 2019 and concurrently at SICA Wealth Management since 2014. In addition to his advisory work, Mr. Platania is a licensed realtor and may assist clients in real estate transactions separately from his investment advisory services. Private Advisor Group, LLC manages 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 platforms.

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.

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 positions at Arcola Country Club, Fordham University, Goya Foods, Sicilian Sun, and Ramapo High School. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to different programs, managing approximately $36.7 billion in assets as of December 31, 2025.

Ryan Mitchell is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Morristown, NJ. He has 14 years of industry experience, including 11 years at The AYCO Company, L.P./Mercer Allied and five years with Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions through centralized investment resources and integrates services across affiliated entities, including banking and retirement consulting.

Kyle Malavasi is a CFP® professional with nine years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial LLC, Bank of America, N.A., and Merrill. Malavasi is also involved in entrepreneurial ventures related to investment and tax planning. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to multiple advisory programs and third-party asset managers, employing a variety of analytical approaches and trading strategies to tailor solutions to client objectives.

Michelle Harlan is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. She holds a Series 66 designation and has five years of industry experience. Prior to joining Eagle Strategies, she worked at firms including LPL Enterprise, Prudential Insurance Company of America, MassMutual, and Credit Agricole Corporate & Investment Bank. Outside of her advisory work, she volunteers as a coach and volunteer for Timothy Christian School athletics and participates in community organizations such as the Boys Scouts of America and the North Plainfield Business Association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its regulatory assets managed on a non-discretionary basis.

Dennis Alicea is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at Santander Securities, Santander Bank, LPL Financial, M&T Bank, and JPMorgan Chase. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and third-party portfolio management.

Sean Townley is a CFP® with 19 years of industry experience, currently with Empower Advisory Group. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Company, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered within a large-scale platform tied to Empower’s recordkeeping and administrative services.

Thomas Nolan Jr. is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm’s approach involves algorithm-driven risk assessments and the use of approved model strategies managed by PNC or third-party strategists.

Michael Giasi is a CFA® charterholder with 25 years of industry experience. He is currently with Eagle Strategies (NY Life) and has previously worked at RiskSpan and Samuel A. Ramirez & Co., Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in its substantial non-discretionary asset management.

Christopher Winter is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Goldman Sachs Wealth Services, where he has worked since 2018, following seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Assunta Mc Lane is a CFP® professional with three years of experience in the financial industry. She is currently with Mariner and has previously worked at Summit Place Financial Advisors, LLC and Glenmede Trust Company. Mariner serves a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and tax services, utilizing a combination of in-house research and third-party managers to implement customized portfolios.

Olha Paluch is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2026. Her prior experience includes roles at Janney Montgomery Scott, Coldwell Banker, Keller Williams, MAI Capital Management LLC, PNC Investments, and City National Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other strategies.

Robert Greulich is a financial advisor with Integrated Wealth Concepts LLC in Montville, NJ, holding a Series 65 designation and three years of industry experience. He also works with Hoogstra Greulich PC as a CPA, a role he has held since 2014. 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 services, and retirement plan advisory, using customized portfolios with a primarily long-term investment approach.

Jun Ge is a financial advisor at Transamerica Financial Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young, Cleary Gottlieb Steen & Hamilton LLP, and AIG. Outside of his advisory role, he is involved in document review and translation services for TransPerfect. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm’s investment approach utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Jeffrey Zimmer is a financial advisor at OSAIC Institutions, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, LPL Financial, Bankers Bank, and American Family Insurance. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, and access to alternative investments through platforms such as CAIS. The firm is notable for its predominantly non-discretionary assets and its integrated advisory and brokerage model.

Peter Serra is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent selling non-securities insurance products for Agia. 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 to construct client portfolios.

Michael Yannell is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2019, previously spending five years at Gapstow Capital Partners. Yannell serves on the advisory committee for the Marathon Dislocation Fund, L.P. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies with institutional-scale resources and specialized market roles.

Robert Ditrani is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial, where he has worked since 2012. In addition to his advisory role, he is involved in tax preparation and accounting services in Morristown, NJ. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Dana Gour is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. They hold a Series 66 designation and have a diverse background that includes legal roles at the Westchester District Attorney's Office, John Jay Legal Services, and the United States District Court for the Southern District of New York. Dana also served as a focus group participant for the National Conference of Bar Examiners. Goldman Sachs Wealth Services advises individual investors, corporate clients, and institutional participants, providing financial planning, portfolio management, and specialized executive wealth programs. The firm combines strategic and tactical allocation models with extensive resources across the Goldman Sachs ecosystem to tailor solutions for a broad range of client needs.