Ryan Schoeffield is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Hennion & Walsh since 2016. 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 a range of strategies across various asset classes and offers both discretionary and non-discretionary management, with multiple program options including wrap-fee and personalized UMA programs.

Kevin Kreuzer is a financial advisor at Summit Financial, LLC with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include work with Purshe Kaplan Sterling Investments and several Summit entities, including Summit Risk Management, Inc., where he sells insurance products. 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, combining discretionary and consultative services tailored to client needs.

David Scheidel is a PFS™ credentialed advisor with 22 years of industry experience, currently serving at Sierra Financial Advisors, LLC since 2006. He has held concurrent roles at SAX Wealth Advisors, LLC and SAX Advisory Group since 2026, and maintains involvement in his CPA firm, Scheidel & Sullivan CPA, LLC, as well as other business ventures dating back over two decades. Sierra Financial Advisors provides personalized financial planning and fee-only investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm delivers primarily non-discretionary advice using a mix of fundamental and technical analysis, managing portfolios that include mutual funds and individual securities, and maintains an affiliation with an accounting firm while keeping advisory services distinct.

Emmett Newton III is a financial advisor at Vanderbilt Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 17 years. Outside of his advisory role, he serves as a notary in Denville, NJ. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

James Freda is a financial advisor at Hennion & Walsh Asset Management, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has been with Hennion & Walsh since 2023. Prior to that, he worked briefly at Charles Grotyohann and has experience in contracting and landscaping. 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, offering multiple program structures and employing a combination of fundamental and technical analysis across various asset classes.

John Higgins VII is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Consolidated Portfolio Review Corp. His prior experience includes roles at Personal CFO Solutions LLC, Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The Ayco Company, L.P./Mercer Allied. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and consulting, with investment strategies executed by independent advisors using a variety of asset allocation and analysis techniques.

Robert Barker is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management since 2004 and has also worked with Nationwide Planning Associates Inc. since 1993. Outside of his advisory role, Barker is involved in mortgage sales as a loan officer with GFI Mortgage. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Joseph Spada is a CFP® professional with 42 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously spent 35 years with Summit Equities, Inc. and Summit Financial Resources. Outside of his advisory role, Mr. Spada is involved in nonprofit work, serving as chairman of the Tri County Scholarship Fund and as a board member of Several Sources Shelters, both organizations supporting community and social causes. 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, financial planning, and retirement plan services, combining discretionary and consultative approaches to portfolio management.

Kyle Wesley is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Private Advisor Group, and Purshe Kaplan Sterling Investments. He also serves as Chief Technology Officer at OnePoint BFG, overseeing the firm’s technology operations. OnePoint BFG 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 employs a range of proprietary and third-party investment models, with most client assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

Matthew Stroup Sr. is a CFP® with 46 years of experience in the financial industry. He is currently with NPA Asset Management, LLC and has been with Nationwide Planning Associates, Inc. since 2010. Outside of his advisory role, he is the CEO and majority owner of 401 K Retirement Partners, LLC, a firm providing 401(k) consulting services. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and utilizing third-party sub-advisors for day-to-day trading.

Michael De Pol is a financial advisor at Blue Point Strategic Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Blue Point since 2012. De Pol is also an independent insurance agent affiliated with various agencies. Blue Point Strategic Wealth Management provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs model portfolios across multiple strategies and integrates both fundamental and technical analysis in managing client assets.

Jamahl Mahmood is a CFP® and ChFC® with 24 years of industry experience. He has been with Main Street Financial Solutions, LLC since 2017 and previously worked at Purshe Kaplan Sterling Investments and Access Wealth Planning, LLC. Outside of his advisory work, Mahmood serves as a wedding officiant and holds board positions with the AFK Foundation and the Glenwood Pier Condo Association. Main Street Financial Solutions serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, focusing on mutual funds and low-cost passive ETFs while also utilizing actively managed funds and alternative investments.

Gregg Heller is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1995. 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 featuring both discretionary and non-discretionary management, employing fundamental and technical analysis across multiple asset classes.

Russell Fiske is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Asset Management, National Securities Corporation, and Maxim Group LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser that serves individuals, trusts, corporations, and retirement plans, combining portfolio management and financial planning with brokerage, capital markets, and investment banking services. The firm employs an open-architecture investment approach with a focus on international investing and manages discretionary and non-discretionary strategies through a mix of in-house and third-party managers.

Kevin Strauss is a CFA® charterholder with 31 years of industry experience. He has worked at Advisors Capital Management, LLC since 2019 and previously spent 17 years at Abner, Herrman and Brock. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and model strategies across various asset classes.

Richard Gopin is a CFP® with 35 years of experience in the financial services industry. He is currently affiliated with Madison Avenue Securities, LLC and is the owner and president of Concordia Financial Group, Inc., where he is involved in the sales of life, disability, long-term care insurance, and fixed annuities. He has been with Madison Avenue Securities since 2005 and Concordia Financial Group since 2004. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of investment advisory services and account platforms, employing diverse analytical and allocation strategies.

Emil Hemsey is a CFP® professional with 14 years of industry experience, currently serving as an advisor at MissionSquare Retirement since 2022. His prior experience includes roles at Pruco Securities, LLC and Prudential Insurance Company of America from 2020 to 2022, as well as seven years at SagePoint Financial. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm employs model portfolios developed by Morningstar Investment Management and supports over 40,000 participants with a multi-team advisory structure.

Lorenzo Aufiero is a financial advisor at NPA Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with NPA Asset Management since 2005 and Nationwide Planning since 2002. Outside of his advisory roles, he works as a child support investigator for the Nassau County Department of Social Services. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of third-party sub-advisors.

Theodore Shediac is a financial advisor at Advisors Capital Management, LLC in Cambridge, MA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Measured Wealth Private Client Group, Altus Capital, and Winchester Management. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm offers custom private accounts, model separate-account and ETF strategies, and specialized solutions such as municipal fixed-income portfolios, managing assets on a discretionary basis using a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.

Adam Johnston is a financial advisor with OnePoint BFG Wealth Partners, holding Series 65 and Series 63 credentials and 19 years of industry experience. His previous roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cetera ADVISORS LLC, and First Allied Securities. Outside of his advisory work, Johnston contributes as a blogger on political, historical, philosophical, and technological topics. 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 a combination of proprietary models and third-party managers to implement client-specific investment strategies, supported by technology-driven operational tools.