James Mackenzie is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Hennion & Walsh since 2006. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors, offering a range of programs such as wrap-fee portfolios, personalized UMAs, and managed accounts that incorporate both fundamental and technical analysis across multiple asset classes.

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.

David Porro is a ChFC® credentialed financial advisor at Summit Financial, LLC with 31 years of industry experience. He has worked with Summit Financial since 2018 and previously held roles at Purshe Kaplan Sterling Investments and Summit Equities, Inc. Besides advising clients, Mr. Porro serves as the Director of Insurance for Summit Financial and holds a sales manager position at Mass Mutual, focusing on fixed life, disability, long-term care, and annuity products. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for nearly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory with both discretionary and consultative service models.

Anthony Blasi III is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with Hennion & Walsh since 2007 and is also associated with R3Ventures since 2004. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors, employing a range of investment strategies across various asset classes and offering multiple program structures.

Anders Velischek is a CFP® professional at Simon Quick Advisors, LLC with six years of industry experience. He has been with Simon Quick Advisors since 2016. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations with wealth management, investment consulting, and financial planning. The firm uses a combination of proprietary quantitative analysis and in-person due diligence to allocate client assets across various investment vehicles and offers distinctive services including fund sponsorship, tax preparation, and sub-advisory arrangements.

Sean Mcelduff is a financial advisor at Hennion & Walsh Asset Management, Inc. with 18 years of industry experience. He has been with Hennion & Walsh since 2008 and holds Series 63 and Series 65 licenses. Hennion & Walsh provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm uses a mix of fundamental and technical analysis across various asset classes and offers multiple program structures, serving over 1,000 clients with a team of 73 advisors.

Edward Petka is a financial advisor at Hennion & Walsh Asset Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2010. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors, utilizing a combination of fundamental and technical analysis with various investment strategies across multiple asset classes.

Marie Decaprio is a financial advisor at SAX Wealth Advisors, LLC with 14 years of industry experience. She has been with SAX Wealth Advisors, formerly SMF Financial Advisors, since 2015 and previously worked at McD Advisors. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs, along with customized fixed-income portfolios and third-party sub-advisers.

Stephen Kowalski is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with the firm since 1990. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs including wrap-fee portfolio management, personalized UMA programs, and managed accounts, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Jeffrey Shornick is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, and PNC Wealth Management. Hennion & Walsh provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors, employing a variety of investment strategies across multiple asset classes and program structures.

William Gadsden is a CFA® charterholder with 21 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client needs.

Patrick Stanton is a financial advisor at Hennion & Walsh Asset Management, Inc. with 27 years of industry experience. He has worked with the firm and its predecessor since 1999. He holds Series 63 and Series 65 credentials. Hennion & Walsh provides investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of strategies across various asset classes and manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

William Hennion is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1990. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs both discretionary and non-discretionary management strategies using fundamental and technical analysis across a range of asset classes and offers multiple program options such as wrap-fee and personalized UMA programs.

Jenna Passerini is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of her advisory role, she is involved in a thrift shop business as a cashier. SAX Wealth Advisors offers investment management, comprehensive financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based approach using low-cost, passively managed funds and supplements portfolios with customized solutions including fixed-income ladders, third-party sub-advisers, and tax-efficient management tools.

Patrick Daly is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 licenses with 33 years of industry experience. His prior firms include Stifel Nicolaus & Co Inc and Janney Montgomery Scott. He also provides annuity and insurance products through LaSalle St. Insurance Services. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages both discretionary and non-discretionary programs, with a notable emphasis on non-discretionary asset management.

Salvatore Gambino is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017, with prior experience at HSBC Bank USA and HSBC from 2006 to 2017. Gambino also provides investment advisory services through independent firms including Gladstone Institutional Advisory, LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing diverse investment strategies tailored at the representative level.

Justin Bischer is a financial advisor at Hennion & Walsh Asset Management, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has been with Hennion & Walsh since 2022. His prior roles include time as a full-time student and experience at Kreative Displays. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors, employing a range of fundamental and technical strategies across multiple asset classes.

Garrett Collins is a financial advisor at Kintra Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Warren Wealth Associates and Reynolds and Reynolds. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and avoid duplicate holdings across accounts.

Vijay Leventhal is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Hennion & Walsh since 2005. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs such as wrap-fee portfolio management and personalized UMA programs, employing both discretionary and non-discretionary strategies across various asset classes.