Lauren Cecala is a Series 65-licensed advisor at Beacon Trust in Morristown, NJ, where she has been with the firm since 2013. She has no prior industry experience before joining Beacon Trust. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals—including high-net-worth clients—as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and employs a multi-team advisory staff, delivering investment advice through an open-architecture platform with a risk-first framework and tax-aware management.

Michael Depasquale is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His career includes roles at Madison Rose Advisors LLC, Madison & Main Advisors LLC, Atlas Advisory Group, LLC, and Provident Mutual. He serves as an advisor for National Social Security Partners, LLC. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a multi-faceted approach supported by third-party sub-advisors and platform providers.

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.

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.

Steven Pisano is a financial advisor at Simon Quick Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Simon Quick Advisors since 2016. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm utilizes a combination of proprietary quantitative analysis, due diligence, and ongoing monitoring to allocate assets among independent managers, mutual funds, ETFs, and private investment funds, and operates distinctive fund-of-funds structures and affiliated pooled vehicles.

Ori Pagovich is a financial advisor at Chelsea Advisory Services, Inc. with 27 years of industry experience. He holds the Series 63 designation and has previously worked at FSC Securities Corporation and OSAIC. Outside of his advisory role, Pagovich teaches in an after-school program with the nonprofit Makom NY. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach and manages diversified portfolios across multiple asset classes, generally on a discretionary basis.

Michael Kaup is a financial advisor with Gladstone Wealth Partners in Morristown, NJ, holding a Series 63 designation and 25 years of industry experience. His career includes tenure at MetLife Securities Inc. and LPL Financial, LLC, in addition to his current roles at Gladstone Wealth Partners and related affiliated advisory entities. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a large network of investment adviser representatives. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies.

Jake Schermerhorn is a CFP®-credentialed advisor with one year of industry experience, currently with Kintra Wealth, LLC. Prior to joining Kintra Wealth, he worked at Tupler Financial for three years and has additional experience at the University of Delaware, North Jersey Country Club, Oakland Pizzeria & Restaurant, and W's Bar & Grille. 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 model-driven asset allocation with fundamental security analysis, applying these on a household basis to optimize tax efficiency and minimize duplicate holdings.

Eugene Mulvaney Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at LPL Financial, B. Riley Wealth Advisors, Wunderlich Securities, Dominick & Dickerman, and Credit Suisse Securities. Independence Square Holdings serves individuals, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm operates as a multi-team advisor, combining customized portfolios, model portfolios, and third-party solutions, and uses extensive digital platforms and tools to support client strategies.

Tyler Whitehouse is a CFP® professional with 23 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2018. Prior to this, he worked at Calton & Associates, Inc. for ten years. Outside of his advisory role, he is involved with HR Ease LLC, a benefit administrative platform, and participates as a member of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients through portfolio management, financial planning, retirement plan consulting, and specialized services including digital-asset management and annuity programs.

Martin Nielsen is a financial advisor at Tucker Asset Management LLC with 28 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to joining Tucker Asset Management, he worked at Nielsen Financial Group, APW Capital, Purshe Kaplan Sterling Investments, Insight Private Advisors, and Premier College Funding. Nielsen is also active as an insurance agent, providing fixed and traditional insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset allocation process and integrates alternative investments, including private and non-liquid opportunities, within its portfolios.

Jason Apuzzio is a financial advisor at Beacon Trust with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Truist Investment Services, PNC Investments, BlackRock Investment Management, and Merrill Lynch Investment Managers. Beacon Trust offers financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services primarily to individuals, trusts, pension, and charitable entities. The firm manages approximately $4.26 billion in discretionary assets and utilizes an open-architecture platform combining proprietary strategies, factor-based models, and independent managers with a focus on tax awareness and customized fixed-income portfolios.

Jared Margolies is a financial advisor at Simplicity Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Axa Advisors, LLC for 15 years. Margolies is involved in compliance and investment relations with Simplicity Group Holdings. 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 employs a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios, independent managers, and optional overlays such as tax optimization and customized screening.

Spencer Fried is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Merrill for 15 years before joining IAM Advisory LLC and currently practices at Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC offers 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 process supported by proprietary Wealthcare software and behavioral economics, using both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Steven Adwar is a financial advisor at Cary Street Partners with seven years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Fidelity Investments. 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, serving a diverse client base that includes state and municipal government entities and insurance companies.

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 financial advisor at CW Advisors, LLC with one year of experience. She holds the CFP® and Series 63 designations. Before joining CW Advisors in 2025, she spent 18 years at Delta Financial Group, Inc. CW Advisors is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients, employing a Core-and-Satellite investment framework that combines active, passive, strategic, quantitative, and ESG strategies across various asset classes.

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.

Robert Paventi is a financial advisor at Santander Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2011. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee programs, financial planning, and securities-based lending, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

David Shafranek is a financial advisor with Prospera Financial Services, Inc. in Livingston, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services. Outside of his advisory role, he serves as the executor of an estate, managing asset distribution to family members and charities. Prospera Financial Services is a multi-team firm overseeing approximately $14.4 billion in client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and access to various advisory programs through both proprietary and third-party platforms.