David Hedley III is a financial advisor with Simon Quick Advisors, LLC, holding a Series 63 designation and over 31 years of industry experience. He joined Simon Quick Advisors in 2021 after six years with Ernst & Young Capital Advisors and Ernst & Young US. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering a range of services including wealth management, investment consulting, financial and tax planning, and administrative support. The firm employs a diversified investment approach involving independent managers, mutual funds, ETFs, and affiliated private funds, and it operates multiple affiliated private funds while providing integrated tax and back-office services.

Richard Spinner is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Edge Wealth Management, Transcend Wealth Collective, and Merrill. 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 through its affiliated asset manager, serving diverse client needs including ERISA retirement plans and institutional niches such as state and municipal government entities.

Keith Behrmann is a financial advisor with Vicus Capital, Inc. in Bridgewater, NJ, holding the CFP®, CFA®, ChFC®, and Series 63 designations, and has nine years of industry experience. His prior roles include positions at AM Best Company and Cetera Wealth Services. Outside of financial services, he is a PADI-certified scuba instructor leading recreational diving programs. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various strategies, including core-satellite, momentum, fixed income tacticals, ESG, and faith-based allocations, while placing a particular emphasis on retirement plan consulting and fiduciary services.

Christopher Wholehan is a financial advisor at Simplicity Wealth with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TLG Advisors and various entities within the Simplicity Group. Prior to his advisory career, he was associated with Ohio State University and has been involved with Wholehan Marketing Associates since 1994. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, 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 when appropriate, and offers a managed account platform that includes discretionary and non-discretionary services alongside operational and technology solutions for advisers.

Patrick Rogers is a Senior Relationship Manager at Prosperity - An EisnerAmper Company with 14 years of industry experience. He has held roles at firms including Dai Securities, APW Capital, and Scottrade. His current work focuses on client relationship management and wealth advisory services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory. The firm manages approximately $5 billion in client assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management strategies.

Thomas Belding is a CFP® professional with four years of experience, currently serving at CGN Advisors, LLC since 2021. His prior career includes 29 years at BELKO, Inc. and 13 years at The Newgrange School of Princeton, Inc. He serves as a trustee for the Jean Belding Fay Trust and holds board memberships with the Planning Board of Chatham Borough and the Progressive Center for Independent Living, a nonprofit advocating for the rights of people with disabilities. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and offers fiduciary advice through discretionary and non-discretionary engagements, incorporating tax-aware investment vehicles and third-party manager relationships.

Adam Talmadge is a CFP® professional with Simon Quick Advisors, LLC, where he has worked since 2019. He has no prior industry experience before joining the firm and was a full-time university student from 2014 to 2019. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and it offers integrated tax and back-office services.

Christopher Bromley is a CFP® professional affiliated with Simon Quick Advisors, LLC, with one year of experience in the financial industry. Prior to joining Simon Quick Advisors, he worked at Beacon Trust Company and UBS. Outside of his advisory role, he has worked as a bartender at Sammy's Ye Old Cider Mill during non-trading hours. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings, including proprietary tax reporting tools, to deliver its services.

David Greenberg is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses. He has 23 years of industry experience. Greenberg is president of Integrated Planning Concepts LLC, where he advises clients on health insurance matters. He also serves as an ambassador for the Morris County Chamber of Commerce. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, and corporate clients.

Daulton Carlisle is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds a Series 66 designation and has prior experience with Vanguard Marketing Corporation, The Vanguard Group, Inc., and Equitable Advisors, LLC. Outside of his financial career, he has worked at Chester Valley Golf Club and The Golf Zone. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Sarah Equils is a CFP® professional affiliated with Beacon Pointe Advisors, LLC. She has one year of industry experience and previously worked at Lighthouse Financial Advisors and multiple banking institutions. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including high-net-worth individuals and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across various asset classes.

Brian Daly is a financial advisor with Primerica Advisors in Raritan, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Guardian Life Insurance Co of America and Primerica Advisors since 2006. Outside of his advisory role, Daly is part owner of a building used for his business operations and operates an LLC for selling non-Guardian insurance products. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Ryan Petti is a CFP® and ChFC® credentialed advisor with Hornor, Townsend & Kent, LLC, where he has worked since 2020. He has six years of industry experience and has also been associated with Penn Mutual Life Insurance Company since 2019. Outside of his primary role, he is involved in insurance sales and several financial advisory activities through affiliated businesses. Hornor, Townsend & Kent serves individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing billions in assets through a platform that includes discretionary and non-discretionary accounts alongside third-party asset manager relationships.

Peter Vitale is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 28 years of industry experience. His prior work includes positions at Mass Mutual and MetLife Securities. In addition to his advisory role, he is also an insurance broker for products outside of Guardian Life. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, retirement plan consulting, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a variety of discretionary and non-discretionary investment programs, including proprietary and third-party model portfolios.

Paul De Sisto is a CFA® charterholder with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at M&R Capital Management Inc for 12 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Louis Seaman is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the ChFC® designation and Series 63 license, and has 12 years of industry experience. Seaman has worked with Eagle Strategies since 2026 and has been with affiliated New York Life entities since 2012. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Kenneth Furman is a financial advisor at Mariner Wealth Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and Fidelity Investments. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides notable integrated tax and accounting services, including administrative CFO capabilities.

Sanjeev Segan is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies since 2013 and has a broader tenure with New York Life and its affiliates dating back to 2007. In addition to his advisory role, he is an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement plan advisory services. The firm provides a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Sarah Melzer is a financial advisor at Hightower Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bay Point Wealth and Raymond James & Associates prior to joining Hightower. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and various types of organizations. The firm’s approach involves multi-manager solutions and emphasizes manager selection, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction.

Katie Clark is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. She has previously held roles at Simplicity Investments and Brian K Adams & Associates. In addition to her advisory work, she is an executive director and co-national sales manager at BKA Financial, LLC, where she is involved in advanced insurance planning and business operations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory to create diversified portfolios and offers both traditional portfolio management and a digital program called Starlight Portfolios.