Keith Lester is a financial advisor at Simplicity Wealth with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors, Regal Investment Advisors, and Ethos Technologies. Outside of advisory work, he operates KBL Enterprises, a personal business involved in streaming on Twitch. 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 approach utilizing ETFs, mutual funds, and individual securities, and offers advisory services combined with technology and operational support for other advisers through its turnkey asset management platform.

Michael Mccumiskey is a Series 65 licensed advisor with Avantax Planning Partners, Inc. in Parsippany, NJ, with three years of industry experience. He has previously worked at Cetera, MPM Advisory, and Avantax Advisory Services. Outside of advising, he owns MPM Advisory, LLC, which provides outsourced accounting and tax preparation support to small and medium-sized businesses. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of December 31, 2025.

Monica Pyryt is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at OnePoint BFG Wealth Partners and has held prior roles at firms including Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Wells Fargo Clearing. 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 client-specific investment strategies using a combination of proprietary models, third-party managers, and custodian platforms.

Max Wilson is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the CFP® designation and has 19 years of industry experience, including nine years at Northwestern Mutual Wealth Management Company. Wilson is the sole owner of Three23 LLC, a business entity formed for investment-related purposes. 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 variety of portfolio management approaches using third-party managers, proprietary models, and technology integration for operational support.

Patrick Daly is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for 15 years before joining LaSalle St. Investment Advisors and LaSalle St. Securities in 2024. Daly is also involved with LaSalle St. Insurance Services, which provides annuity and insurance products to clients. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both active and passive approaches, and manages assets primarily on a non-discretionary basis.

Justin Bischer is a financial advisor at Hennion & Walsh Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2022. Prior to joining the firm, he worked at Kreative Displays and spent time as a full-time student. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of investment strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Joseph Russo is a financial advisor at RMR Wealth Builders, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RMR Wealth Builders since 2004, with prior experience at Calton & Associates, Inc. from 2012 to 2023. Outside of his advisory role, he serves as a director for HR Ease, LLC, a benefit administration platform, and is president and director of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a range of advisory program options.

Vijay Leventhal is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Hennion & Walsh since 2005. 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 such as wrap-fee portfolio management and personalized UMA programs, employing both discretionary and non-discretionary strategies across various asset classes.

Michael Cear is a financial advisor at Summit Financial, LLC with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Summit Financial in 2018, he worked at Summit Equities Inc and Summit Financial Resources, Inc. Mr. Cear also engages in insurance brokerage activities, earning compensation from the sale of insurance products. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients through 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Nicholas Giamarino is a financial advisor at Hennion & Walsh Asset Management, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Merrill Lynch. Outside of his advisory work, he has ownership in a printing-related business entity. 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 multiple asset classes.

Michael Doyle is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at Cary Street Partners and Luxon Insurance Services since 2017 and was self-employed from 2011 to 2017. Outside of advisory work, he is a managing member and partner of DDGS Associates, LLC, a residential real estate investment partnership focused on acquisitions and rentals. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative and private funds, and integrated lending and insurance solutions, employing a range of traditional and alternative investment strategies.

Andrew Moss is a CFP® professional with 30 years of experience in the financial services industry. He has been with Summit Financial, LLC since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for over two decades. Outside of his advisory work, Mr. Moss serves on the investment committee of the United Synagogue of Hoboken and manages financial duties for two commercial condominium associations in Hoboken, NJ. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client preferences.

Samantha Booth is a CFP®, ChFC®, and Series 66 licensed advisor with six years of industry experience. She currently works at Beacon Trust and previously held roles at Orange Investment Advisors, Bank of America, Merrill Lynch, Haymarket Wealth Management, Market Street Mission, and Drew University. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities with financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach focused on risk diversification, tax-aware management, and customization, and it maintains affiliations with a chartered trust company and a bank holding company.

Stephen Bene is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds the Series 66 designation and has previously worked with firms including C2P Capital Advisory Group and One Team Financial. In addition to his advisory role, he is involved in business health insurance services as a registered insurance agent. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its managed account platform.

Jeffrey Costello is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Leaders Group Inc and C2P Capital Advisory Group. Outside of advisory work, he owns and operates an employee benefits insurance agency that provides group health and dental insurance programs to companies. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios managed with ongoing monitoring and rebalancing. It also offers technology and operational support for other advisers through a managed account platform.

James Rabasca is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked for The Ayco Company, L.P./Mercer Allied for six years before joining Summit Financial in 2020. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients through a team of 216 advisors. The firm offers investment advisory and portfolio management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities, operating both discretionary and consultative platforms.

Eric Seidman is a financial advisor at SAX Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fred Alger Management and PGIM Investments prior to joining SAX Wealth Advisors in 2020. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs with a long-term orientation, and offers customized fixed-income portfolios and third-party sub-advisory services.

Michael Axelrod is a financial advisor at OnePoint BFG Wealth Partners with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial and Private Advisor Group, LLC. Axelrod also works as an independent insurance agent specializing in life, health, disability, and long-term care insurance. 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 variety of portfolio management strategies utilizing third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Thomas Hennion is a Series 66-registered advisor with Hennion & Walsh Asset Management, Inc., based in Parsippany, NJ. He has six years of industry experience, all with Hennion & Walsh since 2020. He was unemployed from 2010 to 2020 prior to joining the firm. Hennion & Walsh 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 through a team of 73 advisors, utilizing a range of investment strategies and program structures across various asset classes.

Joshua Joffe is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Revolve Wealth Partners, LLC and Altfest Personal Wealth Management. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to deliver customized investment plans.