Daniel O’halloran is a CFP® with three years of industry experience, currently serving as a financial advisor at The GenWealth Group, Inc. He previously worked at Emissary Wealth, Martlet Creative, Rodale Inc., and Robot Fondue. In addition to his advisory role, he is a licensed insurance agent specializing in accident, health, and life insurance. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and an automated ETF-based investment program through a Schwab platform. The firm emphasizes tailored advice, incorporates ESG criteria in its investment decisions, and offers tax-aware features alongside regular account reviews.

John Farrell is a CFA® charterholder at Cary Street Partners Asset Management with four years of industry experience. He has worked at Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC since 2021. Prior to his advisory roles, he was employed by Independence Constructors and has an academic background from Bates College. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services to a broad client base that includes individuals, high-net-worth clients, and various institutional entities. The firm employs a combination of quantitative asset allocation and qualitative fundamental analysis to manage portfolios, and it also serves as investment adviser to a proprietary actively managed ETF.

Michael Gawlik is a CFA® charterholder with 17 years of industry experience. He has been with Francis Financial since 2026 and was self-employed from 2017 to 2026. Prior to that, he worked for Gofen and Glossberg, L.L.C. for 20 years. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers investment supervisory services, personalized portfolio management, comprehensive financial planning, and specialized divorce financial planning, employing both discretionary and non-discretionary strategies.

Daniel Connolly is a financial advisor with Covenant Asset Management, LLC, where he has worked for 13 years. He holds 36 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he owns a tax preparation and accounting services business. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations by providing portfolio management and financial planning services. The firm employs a growth-at-a-reasonable-price investment approach combined with fundamental and technical research, focusing on tax efficiency and risk alignment.

Adam Aksamit is a financial advisor at Connective Wealth Partners, LLC in Jersey City, NJ, holding a Series 65 credential. He has one year of industry experience and joined Connective Wealth Partners in 2026. Prior to his advisory role, he held positions in various sectors including hospitality and retail. Connective Wealth Partners is an SEC-registered advisory serving individuals, high-net-worth clients, trusts, and estates with discretionary wealth management and financial planning. The firm emphasizes fundamental analysis and long-term investment strategies while utilizing a range of investment vehicles and offering customized portfolio management.

Anthony Daprato is a financial advisor at Wellington Shields & Co., LLC with 39 years of industry experience. He has been with Wellington Shields since 2015 and holds Series 63 and Series 65 designations. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods and maintaining client-specific objectives with ongoing monitoring and annual reviews.

Lori Choi is a CFA® charterholder with 11 years at Veris Wealth Partners, LLC and four years of industry experience. She is a co-founder of WISE Community, LLC, a professional network focused on advancing women’s leadership in sustainable investing. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO services, financial planning, and philanthropic advisory support. The firm specializes in sustainable and impact-oriented strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Timothy Molloy is a financial advisor at Argos Wealth Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bessemer Trust for 25 years. Argos Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a risk-based, strategic asset allocation approach with ongoing portfolio monitoring and selective use of third-party money managers.

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.

Gustav Langford is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He previously worked at Muriel Siebert & Co., Inc. and Stockcross Financial Services, Inc. Langford is also a volunteer with the Elkins Park Firehouse. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm uses a web-based AdvisorNXT platform combined with access to third-party and independent managers, employing Modern Portfolio Theory and various strategies within a wrap-fee structure.

Michael Brennan is a CFP® professional with 30 years of experience in financial services, currently serving at Calton & Associates, Inc. since 2012. He has prior experience with RMR Wealth Builders, Inc. in 2022. Outside of advising, he is active as a licensed real estate agent with Weichert Realtors and an independent insurance agent selling fixed insurance products. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with discretionary and non-discretionary management options and operates various program structures including firm-managed wrap programs and separate account platforms.

Ryan Lovell is a financial advisor at Simplicity Wealth with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, The Leaders Group, and Osaic Wealth/Highland Capital. Outside of advisory work, he has been involved as an insurance sales consultant assisting 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 corporate and institutional clients, offering comprehensive advisory services and a managed account platform. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities combined with third-party Model Managers and provides technology and operational support to other advisers.

Richard Rodman is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and 39 years of industry experience. His prior firms include Royal Alliance Associates, IAM Advisory LLC, and Investment Advisors Asset Management, LLC. Outside of his advisory work, he is a published financial author and oversees financing for a long-haul automobile carrier through a separate consulting business. Wealthcare Advisory Partners LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan advisory services, employing a goals-based approach that combines behavioral economics with quantitative and fundamental analysis.

Robert Fradella is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at EisnerAmper Wealth Management & Corporate Benefits, Coastal Pension Services, and Consulting Actuaries Inc. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, retirement-plan advisory, and consulting. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Joseph Cutler is a financial advisor with Arete Wealth Advisors, LLC, based in Jersey City, NJ. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, including roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Hudson Point Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its advisory approach.

Paul Tinnirello is a financial advisor at Simplicity Wealth with nine years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Bleakley Financial Group from 2014 to 2023 before joining Simplicity Financial Group in 2023. Simplicity Wealth serves a diverse client base including individual, high-net-worth, corporate, and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisors through its managed account platform.

Ruth Arriaza is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. She has four years of industry experience and has been with Vanderbilt Securities, LLC since 2017. Outside of her advisory role, she serves as Administration Committee Chair at Nuevas Fronteras Presbyterian Church and is a member of the Finance Committee for The Presbytery of the Northeast New Jersey. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Christopher Budd is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Madison Avenue Securities since 2021 and previously held roles at Equity Services, Inc., Cornerstone Financial Partners LLC, and Wealth Shield Financial, where he remains active. Outside of advisory roles, Budd is involved with Wealth Shield Financial LLC, which engages in the sale and service of fixed insurance products. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of account platforms and employs multiple investment approaches across discretionary and non-discretionary accounts.

Matthew Harris is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at MAI Capital Management, Marcum Wealth, Raymond James Financial, and Ameriprise Financial Services. Mission Wealth Management is a multi-team advisory firm providing wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans and endowments. The firm emphasizes customized, long-term investment strategies using a broad range of instruments and offers services including tax-aware trading, rebalancing, and cross-border planning.

Jon Gagliardi is a financial advisor with Avantax Planning Partners, Inc. and holds the PFS™ designation. He has two years of industry experience and serves as Chief Executive Officer of MSPC Certified Public Accountants and Advisors PC, a firm offering tax planning, tax preparation, financial attest services, investment planning, and bookkeeping. His prior roles include positions at 1st Global Capital Corp and various Avantax entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets and serves individual, pension, charitable, and business clients using firm-designed style allocation models and tax-intelligent strategies.