Kenneth Gilmore is a financial advisor at B. Riley Wealth Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at B. Riley Wealth Advisors since 2010, following prior roles at National Securities Corp and Financial Consultant Group, LLC. Outside of his advisory work, he serves on the board of trustees at Cadwell University and is a committee member at Children’s Specialized Hospital. B. Riley Wealth Advisors offers investment advice and portfolio management to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm employs various programs, including Advisor-as-Portfolio-Manager and third-party managed platforms, and manages over $4 billion in client assets through a team of about 173 advisors.

Diana Ianni is a CFP® professional with one year of experience in the financial advisory industry. She is currently affiliated with CW Advisors, LLC and previously worked at Delta Financial Group, Inc. for 18 years. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, and financial planning services to a diverse client base, including high-net-worth individuals, trusts, charitable organizations, and corporate entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers services to other registered investment advisers as well as managing pooled vehicles and private funds.

Elias Rauch is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, Triad Advisors Inc, and Voya Financial Partners, LLC. Outside of his advisory role, he serves as Financial Manager for the Congregation Beth Israel Foundation and is a member at large of the Brandeis University Alumni Association. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction, ongoing oversight of sub-advisors and wrap programs, and maintains institutional relationships with multiple custodians and platform providers.

Michael Mortellaro is a financial advisor at Simplicity Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and GFPC/AssetMark. He is also Senior Vice President of Planning at Simplicity Group, where he is involved in investment relations and insurance business activities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions such as a private-label asset management software program and a third-party managed account platform.

Ryan Gaynor is a financial advisor at Leo Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been with Leo Brokerage since 2020. Leo Wealth provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, along with third-party managers, to implement specialized investment strategies.

Jason Condon is a CFP® with 12 years of industry experience. He is currently with Perigon Wealth Management, LLC and has held roles at Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction with ongoing monitoring and serves as both sponsor and overseer of wrap and sub-advisor programs, maintaining institutional relationships with multiple custodians and platform providers.

Joshua Murray is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC since 2026. He previously worked at Commonwealth Financial Network and Tupler Financial for 11 years. Outside of his advisory work, Murray coaches girls lacrosse in Madison, New Jersey. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering 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, implementing strategies to optimize tax efficiency on a household basis.

Matthew Borriello is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at Fidelity Investments and Transcend Capital Advisors. Borriello is also involved with Transcend Capital Insurance Services. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of financial planning and portfolio management services that combine internal and external management strategies.

Keith Nebel is a financial advisor with Capital Analysts in Cranford, NJ, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Lincoln Investment Planning, Inc. for over 21 years and serves as a lieutenant in the New York City Fire Department. Nebel is also a board member of Lil' Bravest, a charitable organization supporting children affected by cancer and other childhood diseases. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model advisory solutions, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Susan Feeley is an advisor at Circle Wealth Management, LLC, holding Series 63 and Series 65 licenses. She has been with the firm since 2009. Circle Wealth Management is an independent, women-owned registered investment adviser that serves high-net-worth individuals, multi-generational families, and their related entities. The firm combines a detailed discovery process and written investment policies with manager selection and ongoing portfolio oversight, focusing on complex, customized strategies for clients who typically have significant assets across generations.

Jeffrey Faller is a CFP® professional with 37 years of experience, currently associated with Capital Analysts. He has been with Lincoln Investment Planning Inc. since 2008. He is a 50% owner of The Faller Company LLC, which is involved in the sale and service of life and health insurance. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Joseph Bernheimer is a financial advisor with Snowden Capital Advisors LLC in Metuchen, NJ. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His prior work includes positions at Snowden Lane Partners, OSAIC, and SagePoint Financial, Inc. Outside of advising, he has operated as an independent insurance agent and manages a real estate/property management business through JNDE, LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing multi-team resources and institutional capabilities alongside a range of investment tools and third-party manager relationships.

Lisa Richmond is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and having 14 years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2006 to 2024 before joining LPL Financial in 2025. Richmond 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, retirement plan consulting, and access to a range of investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Kyle Saul is a Series 65-licensed advisor at Cary Street Partners with one year of industry experience. Prior to joining Cary Street Partners, he worked at Transcend Capital Advisors and spent six years at Ford Motor Company. He also attended Pennsylvania State University. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a range of client types including state and municipal government entities and insurance companies.

Arnold Civins is a financial advisor at United Capital Financial Advisors with three years of industry experience. He holds a Series 65 designation and has worked at Apexium Financial and Citrin Cooperman & Co., where he has been a partner providing accounting and tax-related services since 1981. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment approach supported by a broad affiliate network and multiple service platforms.

Pietro Passalacqua is a CFP® professional with 33 years of industry experience, currently serving as the principal advisor at Frontier Financial Planning & Capital Management, Inc. He has been with Frontier Financial Planning since 1999 and also holds roles at Creative Financial Designs, Inc. Outside of his advisory work, Passalacqua serves on the condominium association board for his office location in Hillsborough, NJ. Frontier Financial Planning & Capital Management is an independent registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management and modular financial planning, employing diverse investment strategies and providing regular client reporting and goal reassessment.

Michael Gabel is a financial advisor at Vicus Capital, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Hamel Associates, Inc. and Noviello Financial Group. In addition to his advisory role, he operates a CPA and consulting firm providing accounting and tax services. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Leslie Quick III is a financial advisor at Simon Quick Advisors, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at Tradeking since 2005 and Massey Quick Wealth Solutions from 2016 to 2017. 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 compliance, and administrative services. The firm uses a combination of independent managers, mutual funds, ETFs, and affiliated private investment funds, and provides integrated tax and back-office services including tax return preparation and bill-pay.

Maria Millner is a financial advisor at Arax Advisory Partners in Madison, NJ, with 14 years of industry experience. She holds a Series 66 designation and previously worked at Merrill, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Millner is also a co-founder and board member of The Aubrey Foundation, a nonprofit organization involved in event organization. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation, and distinguishes itself through performance-based fee arrangements, carried interest structures, and an active insurance brokerage business.

Andrew Cilento is a CFP® with seven years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. He previously worked at Voya Investments Distributor, LLC, Voya Investment Management, and Cohen & Steers. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and select corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and integrating its services with an affiliated broker-dealer and custody platform.