John Higgins is a CFP® professional with 39 years of industry experience, currently serving at Vanderbilt Advisory Services. He has previously worked with Patterson/Smith Associates, LLC and Commonwealth Financial Network, and is the managing member and owner of Patterson Smith Associates, LLC, where he is involved in selling fixed insurance. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach supported by a combination of fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Caitlin West is a financial advisor with The Ascent Group, LLC based in Hillsborough, NJ, holding a Series 66 credential and having 14 years of industry experience. She has worked at several firms including Fidelity Personal and Workplace Advisors and KB Financial Partners. West serves as a Non-Academic Co-Chair on the Rutgers School of Business Finance Area Advisory Board. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm combines discretionary and non-discretionary portfolio management with model portfolios and third-party managers, offering digital delivery and access to alternative investments, serving over 4,000 clients with approximately $4.76 billion in assets under management.

Joseph Belfatto Jr. is a financial advisor at Simon Quick Advisors, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Simon Quick Advisors since 2007, following a brief tenure at Massey Quick Wealth Solutions. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings, employing a range of investment strategies including long and short positions and options.

Christos Thomas is a financial advisor at Simon Quick Advisors, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Simon Quick Advisors since 2015. Outside of his advisory role, he teaches classes in hedge funds, portfolio management, and alternative investments at the New York Institute of Finance. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm employs a diverse investment approach that includes allocating assets among independent managers, mutual funds, ETFs, and affiliated private funds, with active roles in private fund management and integrated tax and back-office services.

Connor Barbella Roesler is a CFP® professional with four years of industry experience, currently affiliated with Kintra Wealth, LLC. He previously worked at Commonwealth Financial Network and Tupler Financial. Outside of advisory work, he is involved in fixed insurance sales during business hours. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm manages approximately $1.5 billion in discretionary assets and utilizes a model-driven investment process focused on tax efficiency and integrated planning.

Larissa Mehlfelder is a CFP® professional with 13 years of experience, currently serving at Simon Quick Advisors, LLC since 2009. She is based in Morristown, NJ. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, compliance, and administrative services. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services.

Michael Dugan Sr. is a CFP® and ChFC® with 42 years of industry experience. He has been with Private Client Services, LLC since 2010. Outside of his advisory role, he is a member of the Ancient Order of Hibernians, an Irish Catholic national organization. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process focusing on risk profiling and tailored platform selection, offering a combination of advisory and broker-dealer services with a range of portfolio management options.

Amy Macisaac is a financial advisor at Cary Street Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill for 20 years, as well as at Purshe Kaplan Sterling Investments and Transcend Capital Advisors. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm uses a consultative approach to develop tailored investment programs that incorporate traditional and alternative strategies, supported by both third-party managers and in-house resources.

Brian Hoffman is a financial advisor with Gladstone Wealth Partners in Bedminster, NJ, holding a Series 66 license and 21 years of industry experience. He has worked with Gladstone Wealth Partners since 2016 and previously at PNC Investments. Outside of his advisory roles, he is also an author. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment solutions, financial planning, and retirement consulting, with investment approaches tailored and implemented at the representative level.

Christopher Noviello is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Vicus Capital, Inc. and has held roles at Cetera and Cetera Wealth Services, LLC. Outside his advisory work, he serves on the board of Grassroots Conservation, a nonprofit organization. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, using a range of discretionary and non-discretionary services. The firm employs a combination of fundamental and technical analysis across various model strategies and places particular emphasis on retirement-plan consulting and fiduciary services.

Connor Donovan is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2017. Prior to joining the firm, he attended Lehigh University. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and it offers integrated tax and back-office services.

Rohan Somar Jr is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked with Rivertan Financial Group as a financial analyst. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management through its internal Arkadios Managed Solutions team, employing various analytical approaches and offering retirement plan fiduciary consulting.

Christopher Moore is a CFP® with 13 years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2004. He previously worked at Massey Quick Wealth Solutions for one year. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm employs a diverse investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, alongside proprietary tools and sub-advisory relationships.

Matthew Gwizdz is a financial advisor at Compound Planning, Inc. with three years of industry experience. He previously worked at UBS and served four years in the United States Army. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm emphasizes customized, risk-based model allocations using a range of strategies, including low-cost ETFs and direct indexing, supported by technology partnerships and third-party sub-advisors.

Lisa Manzolillo is a CFP® professional with 24 years of industry experience. She has been with Simon Quick Advisors, LLC since 2018 and previously worked at Modera Wealth Management, LLC. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, and financial planning. The firm uses a combination of proprietary quantitative analysis, in-person due diligence, and ongoing monitoring to allocate client assets among independent managers, mutual funds, ETFs, and private investment funds.

Jerry Aroneo is a financial advisor with Wealthcare Advisory Partners LLC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Wealthcare in 2024, he spent seven years at CITIGROUP. Aroneo is also involved in insurance sales on a limited basis. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach utilizing patented software and behavioral economics frameworks, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Anthony Santoro is a financial advisor at Simon Quick Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Arista Wealth Advisors, Ltd and Northwestern Mutual. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a range of investment strategies and operates multiple affiliated private funds, combining private fund sponsorship with integrated tax and back-office offerings.

Liza Cifelli is a financial advisor at Cumberland Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Morgan Stanley Smith Barney LLC, State Street Global Markets, and John Hancock prior to joining Cumberland Advisors in 2026. Cumberland Advisors serves high-net-worth individuals and institutional clients including retirement plans, corporations, foundations, and government entities. The firm provides discretionary portfolio management focused on active fixed-income strategies and ETF-based equity approaches, alongside consulting and financial planning services.

Evan Baldwin is a financial advisor with Gladstone Wealth Partners in Bedminster, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior career includes 12 years with Prudential Insurance Company of America and Pruco Securities, LLC. Baldwin also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

William Conger is a financial advisor at Simon Quick Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Red Hook Management for 14 years before joining Simon Quick Advisors in 2022. Outside of his advisory role, he serves as chairman of the Raptor Trust, a non-investment related position. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm employs a diverse investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services alongside its investment management.