Brian Mengel is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm customizes client plans using strategic allocation models and offers a range of advisory services, including Private Family Office and Specialized Executive Wealth programs, supported by proprietary research, tax-aware techniques, and integration with Goldman Sachs’ broader capabilities.

Peder Knoth is an investment advisor representative at TLG Advisors, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc, Brandon Brokerage, and John Hancock. Outside of his advisory role, he serves as Vice President of Senior Case Design at Brandon Brokerage. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolio allocations.

Keith Zuckerberg is a financial advisor at Eagle Strategies (NY Life) with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including New York Life Insurance Co, Nylife Securities LLC, and Cetera Investment Services LLC. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Andrea Ravalico is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research, swap dealing, and bespoke discretionary solutions for large clients.

Matthew Delricco is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has worked at Cresset Asset Management, LLC since 2021 and previously spent six years at SEI Investment Company. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence program covering public equities, fixed income, alternatives, real estate, and private markets.

Candice Lopez is a financial advisor at Oppenheimer with eight years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2014. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Peter McMahon is a financial advisor at Osaic Institutions, Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Popular Bank, HSBC Securities USA Inc., HSBC Bank USA NA, and Wells Fargo Advisors. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Scott Gutman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Outside of his advisory role, he is also a published author. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple strategies and third-party asset managers to tailor solutions to client objectives and risk tolerances.

Carol Liversedge is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 31 years of industry experience. Her prior experience includes roles at Muriel Siebert & Co., Inc. and Siebert Investment Advisors, Inc. She also serves as co-trustee of a family revocable trust and co-manager of a family LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to create tailored client solutions.

Raymond Steele is a financial advisor with HSBC Securities (USA) Inc. based in Chatham, NJ, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with HSBC Bank USA, N.A. since 2016. Outside of his advisory work, he owns residential condominiums in Hilton Head Island, South Carolina, and Peoria, Arizona, which he manages personally. HSBC Securities (USA) Inc. offers managed account programs to individual, retirement, charitable, and corporate clients through various client-directed and discretionary platforms. The firm employs model risk profiles and a combination of strategic and tactical asset allocation supported by multiple affiliated advisory and fund selection providers.

Tyler Flynn is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup in 2025, he worked at Brown Harris Stevens and has held various roles in education since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Justin Miller is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. His background also includes service in the United States Coast Guard. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services, including securities-based lending and donor-advised funds.

Vijay Singhal is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at firms including Prudential Financial and World Financial Group, and he leads Singhal Financial Group, LLC. Outside of his advisory work, Singhal serves as a county committee man in Piscataway Township, assisting local government by reporting community issues. Transamerica Financial Advisors, LLC serves a diverse client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory model, offering services to individual investors, employer plans, trusts, estates, and charitable organizations.

James Parks is a CFP®-certified financial advisor with LPL Financial, bringing 33 years of industry experience. He has been with LPL Financial since 2000 and also provides advisory services through Private Advisor Group, an independent investment advisory firm. Parks holds Series 63 and Series 65 licenses and has additional experience in non-variable insurance and fiduciary activities. LPL Financial serves a broad client base including individual investors, retirement plan sponsors, and institutions, offering a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and alternative strategies. The firm provides flexible investment solutions through a large network of investment adviser representatives.

Douglas Harkins is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for eight years before joining Hightower Advisors in 2022. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach with both affiliated and third-party managers and offers a variety of portfolio management and consulting services.

Charles Wolff is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Goldman Sachs & Co. LLC since 2012, with a brief tenure at The Ayco Company, L.P./Mercer Allied. Based in New York, NY, he has spent the majority of his career within the Goldman Sachs organization. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic allocation models and a range of implementation platforms, leveraging integrated capabilities across the Goldman Sachs ecosystem.

Rustam Nurhan is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Advisors and Empire Asset Management. Outside of financial advising, he works as a technology consultant for Kings Technical Services Inc. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm provides access to third-party asset managers and turnkey asset management platforms, with advisory solutions tailored by its network of representatives.

Anthony D'angelo is a financial advisor at Hornor, Townsend & Kent, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Equitable Advisors and The Leaders Group Inc. Outside of his advisory role, he is involved in insurance brokerage and financial planning through his ownership of Aurelius Legacy Partners and serves on the advisory board of Asset-Map Holdings, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and a client-directed, non-discretionary investment approach. The firm manages a majority of client assets on a non-discretionary basis and provides a range of financial planning and consulting services.

Douglas Duerr is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, where he has worked since 2013 and 2011, respectively. Duerr also operates Douglas P Duerr, CPA LLC, providing tax preparation and accounting services. Private Advisor Group serves a diverse range of clients including individuals, trusts, estates, business entities, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, leveraging multiple program vehicles and model portfolios supported by leading strategists.

Martin Gumowski is a financial advisor with OSAIC Institutions, Inc. in New York, NY, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior roles include positions at Morgan Stanley, CITIGROUP, Citizens Bank, and Popular Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes both advisory and brokerage solutions delivered mainly by investment adviser representatives who utilize a blend of fundamental and technical analysis and third-party due diligence.