Matthew Panek is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Hennion & Walsh since 1999. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and to plan sponsors. The firm offers a range of managed account programs and utilizes both fundamental and technical analysis across various asset classes.

Nikolas Piccolo is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Corient Services LLC, RegentAtlantic, RBC Wealth Management, and Equitable Advisors. Prior to his advisory roles, he studied at Seton Hall University from 2018 to 2022. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs with both discretionary and consultative services, catering to diverse client needs through customized allocations and access to alternative investments.

Michael Lieberman is a Series 66-credentialed financial advisor with 22 years of experience at Advisors Capital Management, LLC, where he has worked since 2004. He is based in Ridgewood, NJ. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection using fundamental, quantitative, and qualitative methods across various asset classes, managing over $8 billion in discretionary assets.

Henry Szawlowski is a financial advisor at Hennion & Walsh Asset Management, Inc. with 17 years of industry experience. He holds the Series 66 designation and has been with Hennion & Walsh since 2009. Hennion & Walsh Asset Management, Inc. offers 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 multiple program structures and a combination of fundamental and technical analysis across a range of asset classes.

Stephen Zarubnicky is a financial advisor at Hennion & Walsh Asset Management, Inc. with 20 years of industry experience. He holds a Series 66 credential and 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 over 1,000 clients, employing a range of strategies across multiple asset classes and offering various program structures including wrap fee and personalized unified managed account programs.

Steven Sergio is a financial advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at RMR Wealth Builders since 2014 and was also associated with Calton & Associates, Inc. from 2014 to 2022. Outside of his advisory role, he is a member of Wealth Builders Ventures OC, LLC, an entity formed for investment in Orange Comet. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Joseph Sreshta is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding a ChFC® designation and Series 63 license. He has 42 years of industry experience, including roles at Northwestern Mutual Life and Northwestern Mutual Wealth Management Company, LPL Financial, Private Advisor Group, and currently with Purshe Kaplan Sterling Investments. He is also a notary public in the state of Texas. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, utilizing both discretionary and non-discretionary portfolio management approaches with a blend of proprietary models and third-party managers. The firm integrates technology and operational outsourcing into its service delivery and recently rebranded from Bleakley Financial Group in 2025.

Christopher Bukowczyk is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Bleakley Financial Group, LPL Financial, Private Advisor Group, RoundAngle Advisors, and Purshe Kaplan Sterling Investments. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a variety of portfolio management approaches and third-party managers, supported by technology and operational outsourcing.

Michael Giannotto is a financial advisor with Summit Financial, LLC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at LS Securities, Lotus Advisory, MUFG, and Ladenburg Thalmann. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with over 200 advisors. The firm offers investment advisory and portfolio management services, including discretionary and consultative programs, financial planning, retirement plan advisory, and access to alternative investments.

Alyssa Cortelyou is a CFP® professional with nine years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2019. She previously worked at Calton & Associates, Inc. from 2016 to 2023. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individual, retirement plan, and institutional clients. The firm provides portfolio management, financial planning, retirement plan services, and educational seminars, employing both traditional and specialist investment strategies.

Joseph Villa Jr. is a financial advisor with ValMark Advisers, Inc. in Livingston, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2004 and has a long tenure with National Life Insurance companies dating back to 1982. Outside of his advisory work, he is involved in an insurance agency, NJ Life & Casualty Associates, Inc. ValMark Advisers provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm utilizes goal-based model portfolios and diversified asset allocation, with oversight from an investment committee, and offers unique investment-company products such as the TOPS® ETF Portfolios and related index licensing arrangements.

Matthew Mc Hale is a Series 65 licensed advisor at RMR Wealth Builders, Inc. in Montclair, NJ, where he has worked since 2023. Prior to joining RMR, he was employed at Becton Dickinson in 2022 and attended Loyola University Maryland from 2019 to 2023. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Milind Shah is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. His prior experience includes 13 years at New England Securities. In addition to his advisory role, he is an independent insurance agent specializing in disability, life, accident/health, and long-term care insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting. The firm offers multiple account structures and model-based solutions, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Andy Schwartz is a CERTIFIED FINANCIAL PLANNER™ professional with 41 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at LPL Financial and Private Advisor Group. Schwartz serves as a board member for the BSCF Charitable Foundation and is involved in motivational speaking through Epic Success. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies that incorporate third-party managers, proprietary models, and technology-driven operational support.

Jeremy Rhen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at SAX Wealth Advisors, LLC. He has been with SAX Wealth Advisors since 2016. 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 follows a long-term, evidence-based asset allocation approach using low-cost, passively managed funds and offers specialized advisory services including employee benefit plan consulting and real estate exchange advisory.

Michael Rasmussen is a financial advisor at Hennion & Walsh Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hennion & Walsh since 2020. His prior experience includes roles at FinPro, Inc. and Ambassador Financial Group, Inc. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and to plan sponsors. The firm offers a variety of programs that combine fundamental and technical analysis with discretionary and non-discretionary management across multiple asset classes.

Gautam Chhada is a CFA® charterholder with two years of industry experience at Summit Financial, LLC. He previously worked at Brown Advisory for nine years. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory, portfolio management, and financial planning services through both discretionary and consultative platforms.

Sun Hyung Kim is a financial advisor at RMR Wealth Builders, Inc. with 19 years of industry experience. He previously worked at KeyBanc Capital Markets Inc. for nine years. Kim holds Series 63 and Series 65 licenses. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, organizing client relationships around registered investment adviser representatives who implement model-based allocation strategies.

Yousef Khan is a CFP® professional with 11 years of experience in the financial industry. He is currently affiliated with OnePoint BFG Wealth Partners and has held roles at firms including LPL Financial and Northwestern Mutual. Outside of his advisory work, he serves as a notary, providing notarization services to clients at no charge. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models, with most assets managed on a discretionary basis, and incorporates AI-assisted tools to document client interactions.

Hugh Mcdonald is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Virtue Capital Management since 2016 and previously worked at B. Riley Wealth Advisors, Inc. and Asset & Financial Planning, Ltd. Outside of his advisory role, Mcdonald is involved in several business ventures including serving as president of Atlantic College Planning, Inc., which provides college planning services. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios according to client goals and risk tolerance using tactical, strategic, and dynamic investment approaches, supported by a multi-team model and an investment committee that conducts due diligence on third-party managers.