Daniel Connolly is a financial advisor at Covenant Asset Management, LLC with 13 years of industry experience. He has worked at Covenant Asset Management since 2013 and has prior experience with Park Avenue Securities, Guardian Life Insurance Company, and Pagano, Connolly & Co. He also owns a tax preparation and accounting services business. Covenant Asset Management is an SEC-registered advisory firm managing approximately $692.6 million for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a growth-at-a-reasonable-price and thematic equity approach, with a focus on tax efficiency, low turnover, and the use of option strategies for risk management and income generation.

Matthew Battipaglia is a financial advisor at Washington Crossing Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Stifel from 2011 to 2017. Outside of finance, he is a general partner in Mac's Tavern, a bar and restaurant in Philadelphia. Washington Crossing Advisors LLC provides discretionary investment management to individuals, trusts, and third-party platforms, offering strategies that include value-driven and rising-dividend equities, laddered corporate bond portfolios, and ETF-based tactical asset allocation. The firm serves over 3,000 client accounts and manages more than $2 billion in assets.

Matthew Giberti is a financial advisor at Wiss Private Client Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at PNC Wealth Management and Clearstead Advisors. His background includes nearly a decade in full-time education. Wiss Private Client Advisors is a ten-advisor team managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, and institutional clients. The firm employs a combination of fundamental and technical analysis, offers discretionary portfolio management, and integrates private placements and digital-asset investments into its tailored wealth management strategies.

Marcella Finkel is a financial advisor at Blackhill Capital, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses with five years of industry experience. She has been with Blackhill Capital since 2018 and previously worked at CO9 Design. Blackhill Capital serves high net worth individuals, family groups, trusts, and charitable organizations with discretionary portfolio management tailored to clients’ assets, income, obligations, and risk tolerance. The firm employs a conservative, value-oriented equity strategy focused on large-cap, globally oriented companies with an emphasis on after-tax long-term appreciation and low turnover.

Joseph White is a CFP® and CFA® with 14 years of industry experience. He is currently with Paradigm Investment Advisory, LLC and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. White is also involved in independent advisory firms, including Paradigm Wealth Advisory LLC and Paradigm Advisor Group LLC, where he holds ownership stakes and provides support. Paradigm Investment Advisory, LLC offers discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis and provides customized portfolios with ongoing wealth management and formal annual reviews.

Timothy Rowe is an Investment Advisor Representative with Covenant Asset Management, LLC, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at Covenant Asset Management since 1999 and Comprehensive Asset Management and Servicing, Inc. since 2000. Outside of advisory work, Mr. Rowe is a Managing Member and 50% owner of Covenant Real Estate Ventures, LLC, which focuses on real property management. Covenant Asset Management is an SEC-registered firm managing approximately $693 million for individual and high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a growth-at-a-reasonable-price and thematic equity investment approach, integrates option strategies for downside protection and income, and emphasizes tax efficiency and low portfolio turnover.

Jun Bo Shim is a CFP® professional at Modera Wealth Management, LLC with five years of industry experience. Prior to joining Modera, he worked at Ausdal Financial Partners, Fidelity Investments, and Willis Towers Watson, among others. Outside of his advisory role, he is the owner of JBTLA, LLC, a tax preparation and accounting business serving small businesses. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers and selective investment options.

Jamie Fang is a financial advisor with Arkadios Wealth Advisors in Raritan, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Arkadios and its affiliated entities since 2011, including roles at Rivertan Financial Group and Triad Advisors Inc. Fang also serves as Vice President of Operations at Rivertan Financial Group. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers portfolio management, retirement plan consulting, and financial planning services.

Denis Belinskiy is a financial advisor at Beacon Trust with one year of industry experience. He holds the Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2013. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm manages approximately $4.3 billion in regulatory assets and employs a multi-team advisory staff, offering an open-architecture investment platform with a risk-first framework and tax-aware management.

William Williamson III is a financial advisor with Gladstone Wealth Partners based in Bedminster, NJ. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Gladstone in 2018, he worked at LPL Financial, Santander Securities, and Sovereign Bank. Williamson is also involved in non-variable insurance as an agent. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Matthew Mortillaro is a financial advisor with Regal Investment Advisors LLC in Morristown, NJ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Regulus Financial Group, Eagle Strategies (NY Life), and New York Life Insurance Company. Mortillaro also provides financial and insurance services through his involvement with Cornerstone Wealth Associates. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management to independent advisers and serves a variety of client types, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios, with advisers selecting allocations and granting Regal discretionary authority to manage accounts.

Hoa Le is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, Merrill, Wells Fargo Clearing, and UBS Financial Services. She maintains registrations with both Transcend Capital Advisors and Purshe Kaplan Sterling Investments. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm uses a combination of in-house portfolio teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

Christopher Budd is a financial advisor at Madison Avenue Securities, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equity Services, Inc. and Cornerstone Financial Partners LLC. He is also involved with Wealth Shield Financial, an insurance sales business offering fixed insurance products. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages roughly $2.0 billion for about 14,000 clients across multiple advisory platforms and employs both discretionary and non-discretionary portfolio management strategies.

Jack Mahoney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2018. Prior to this, he worked at UBS Financial Services for five years. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations with wealth management, investment consulting, financial planning, and tax services. The firm employs a multi-manager investment approach using proprietary quantitative analysis and due diligence, and operates several affiliated pooled investment vehicles along with services such as tax-return preparation and household financial administration.

Joseph Sacco is a financial advisor at OpenArc Corporate Advisory, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill. His current role at OpenArc began in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofits. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and exposure to both public and private markets, managing approximately $10.1 billion in assets.

Eric Hu is a financial advisor with Vanderbilt Advisory Services in Bridgewater, NJ, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2022. Hu also serves as Managing Principal at Gryphon Asset Management, where he oversees fixed insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing strategic asset allocation and various analytical methods, and is noted for its integration with retirement-plan and benefits firms alongside an affiliated broker-dealer.

Courtney Frost is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation with seven years of industry experience. She has been with Beacon Trust since 2017. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm offers an open-architecture platform combining in-house strategies, factor-based and ETF models, and monitored independent managers, with an emphasis on tax awareness and customized fixed-income portfolios.

Cody Cummings is a financial professional at Vicus Capital, Inc. with six years of industry experience. He has held positions at several firms including Summit Financial, LLC, and Cetera Wealth Services, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various model strategies and emphasizes retirement-plan consulting and fiduciary services.

Jonathan Valdez is a financial advisor with Nations Financial Group, Inc. in Warren, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Charles Schwab, Morgan Stanley, E*TRADE, Santander Securities, and Wells Fargo. Outside of advising, he is involved in renovating and managing a real estate property. Nations Financial Group serves a diverse client base, including individuals, pension plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management along with model portfolios spanning various risk profiles. The firm employs a range of investment strategies and allows advisors to recommend third-party managers, providing clients with both fee-based and commission-based advisory options.

Peter Valles is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Aurora Private Wealth, APW Capital, Inc., and Janney Montgomery Scott. In addition to his advisory role, Mr. Valles is also licensed to sell insurance and conducts insurance activities through Summit Risk Management, LLC and other firms. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors serving around 17,800 clients. The firm offers both discretionary and consultative investment management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.