Alexandra Hoff is a financial advisor at SAX Wealth Advisors, LLC with five years of industry experience and a Series 65 credential. She has been with SAX Wealth Advisors since 2020. Prior to that, her work experience includes roles at Peter E Schmitt Co Inc and Intac Actuarial Services, as well as time as a student and employee at Free People. SAX Wealth Advisors provides investment management, 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 supplemented with customized fixed-income strategies, third-party sub-advisers, and tax-efficient account management.

William Connor is a financial advisor at SAX Wealth Advisors, LLC with 17 years of industry experience. He holds the CFP® and CFA® designations and previously worked at Baker Avenue Asset Management for 11 years before joining SAX Wealth Advisors in 2024. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth management services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, evidence-based asset allocation primarily using low-cost, passively managed funds, supplemented by customized fixed-income strategies and third-party advisory services.

Ryan Lovell is a financial advisor at Simplicity Wealth with 20 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Ameriprise Financial Services, The Leaders Group, and Osaic Wealth/Highland Capital. Outside of his advisory role, he assists financial advisors with insurance sales through COVR Financial Technologies. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for advisers through a managed account platform.

Richard Hveem is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1995 and is also involved with Campus Corner. Outside of his advisory work, he is an owner and provides funding for an online resale business operated by his wife. 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 using both discretionary and non-discretionary management, employing fundamental and technical analysis across various asset classes.

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.

Donald Callahan III is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Hennion & Walsh Asset Management, Inc. and has held roles at JPMorgan Chase Bank and JPMorgan Securities LLC since 2014. Outside of finance, he was involved with The Piano Workshop at Chester for five years. 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 across multiple program structures, employing a combination of fundamental and technical analysis with a range of investment strategies and asset classes.

Richard Rodman is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and with 39 years of industry experience. His prior roles include positions at IAM Advisory LLC, Royal Alliance Associates, INC., Investment Advisors Asset Management, LLC, and Second Opinion Financial Services, LLC. Outside of advising, he is a published financial author and operates a consulting business overseeing equipment financing for a long-haul automobile carrier. 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 using proprietary software and quantitative metrics to align client preferences with long-term strategies, combining passive and active investment management with dynamic rebalancing when appropriate.

Francis Lepore is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 66 registrations and having 23 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual Investment Management. Outside of his advisory work, he is also the owner of a restaurant. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

Marnie Hards is a Certified Financial Planner (CFP®) at SAX Wealth Advisors, LLC with 21 years of industry experience. She worked at Azar Financial Advisors, LLC for 27 years prior to joining SAX Wealth Advisors in 2026. SAX Wealth Advisors provides investment management, financial planning, and wealth management services to a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs long-term, evidence-based asset allocation strategies primarily using low-cost passive mutual funds and ETFs, supplementing portfolios with customized fixed-income ladders and third-party sub-advisers.

Paul Tinnirello is a financial advisor at Simplicity Wealth with 9 years of industry experience. He holds Series 65 and Series 66 designations. His previous roles include positions at Bleakley Financial Group and Merrill. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios managed with ongoing monitoring and rebalancing, along with optional services such as tax optimization and customized investment screening.

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.

Paul Thompson is a CFP® professional with six years of industry experience, currently affiliated with OnePoint BFG Wealth Partners in Parsippany, NJ. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Fidelity Investments, and Summit Financial, among others. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary models and third-party managers to manage client portfolios, primarily on a discretionary basis, and utilizes AI-assisted tools to support client meeting documentation and portfolio monitoring.

Aron Corin is a CFA® charterholder affiliated with OnePoint BFG Wealth Partners in Parsippany, NJ, with one year of industry experience. His prior roles include positions at Eastern Bank, Btig LLC, Steward Medical Group, and KPMG LLP. Outside of the financial sector, he serves as an accounting consultant for Advanced Eye Centers, an ophthalmology practice. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs client-specific investment strategies utilizing a mix of third-party managers, proprietary models, and technology-driven operational support.

Frank Brady Jr is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Hennion & Walsh since 2011. 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 about 1,087 clients through a team of 73 advisors, using a combination of fundamental and technical analysis and a variety of investment strategies across multiple asset classes.

Isabella Ciresi is an advisor at Hennion & Walsh Asset Management, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hennion & Walsh, she held roles in education and youth services, including positions at Kumon Learning Center, Mountain Lakes School District, Pequannock School System, and the Boys and Girls Club of Northwest NJ. 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 utilizing both discretionary and non-discretionary management, employing fundamental and technical analysis across various asset classes.

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.

Laurence Celniker is a financial advisor at OnePoint BFG Wealth Partners with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group, LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary models, third-party managers, and custodian-sponsored programs, with a majority of client assets managed on a discretionary basis.