Steven Cook is an advisor at Hennion & Walsh Asset Management, Inc. He holds the Series 66 designation and has recently entered the financial industry. Prior to joining Hennion & Walsh, he worked at LPL Enterprise LLC and has an academic background from the University of Alabama. 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 employs a combination of fundamental and technical analysis and offers multiple program structures, managing approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

John Dolan is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Alden Investment Group, Cantella & Co., Inc., and Edward Jones. In addition to his advisory work, he serves as trustee of the Herbert Gareiss Jr Trust, administering the trust according to its terms. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a tailored investment approach using an open-architecture platform with third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Dante Petullo is a CFP® and holds a Series 66 license, currently affiliated with OnePoint BFG Wealth Partners. He has three years of industry experience and previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Before entering the financial services industry, he was involved with Boardwalk Pizza. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary models and third-party managers, with most assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

Alexa Tambasco is a ChFC® credentialed financial advisor at SAX Wealth Advisors, LLC with two years of industry experience. Prior to joining SAX Wealth Advisors in 2022, she worked at MassMutual TriState and Sterling Financial Group. She also has a background in education from Ithaca College. SAX Wealth Advisors provides investment management, comprehensive financial planning, and specialized consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm follows an evidence-based investment approach focused on globally diversified, low-cost passive funds and uses discretionary portfolio management tailored to client needs.

Miriam Abraham is a Series 65 licensed financial advisor with Integrity Advisory Solutions and has two years of industry experience. She previously worked at Tiger Global Management and PricewaterhouseCoopers LLP. Outside of her advisory role, she serves as an operations leader at Haas & Zaltz, LLP, overseeing workflow and training, and is a member of both the American Academy of Estate Planning Attorneys and American Academy Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes a variety of investment approaches supported by third-party platforms and affiliated program sponsorships.

Nathan Barbakoff 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 Bleakley Financial Group, Private Advisor Group, and LPL Financial. In addition to his advisory role, he is involved in offering life, disability, long-term care, and health insurance products. OnePoint BFG Wealth Partners 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 a strong focus on discretionary portfolio management and uses advanced tools for monitoring and client meeting documentation.

Adam Puskar is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds Series 66, Series 63, and Series 65 credentials and has eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Private Advisor Group, Merrill, and a four-year tenure with the Lehigh Valley Iron Pigs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of third-party managers, custodian platforms, and proprietary investment models to meet client-specific objectives and incorporates technology and operational outsourcing in its service delivery.

Susan Kimmel is a CFP® professional with 23 years of experience in the financial services industry. She has worked at Advisors Capital Management, LLC since 2019 and previously operated her own CPA practice and financial advisory business from 1995 to 2019. 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 combines top-down macroeconomic analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and model separate-account and ETF strategies.

Christopher Badaracco is a CFP® with seven years of industry experience, currently affiliated with Advisors Capital Management, LLC. He has previously worked with Rose Wealth Advisors, LLC and Mariner Wealth Advisors. Outside of his advisory role, he operates a tax preparation business. Advisors Capital Management serves a diverse client base, including high-net-worth 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 macroeconomic analysis with fundamental and quantitative research and manages over $8 billion in assets across equity, fixed income, and tactical approaches.

Theresa Yarosh is a financial advisor at NPA Asset Management, LLC with 22 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Her career includes roles with Penn Mutual Life Insurance Company, Guardian Life Insurance Company, and International Planning Alliance, LLC. Outside of advising, she is co-director of fundraising for the Twilight Wish Foundation, a nonprofit organization that fulfills wishes for seniors living below the poverty level, and is the author of a book titled *The Great Economic Deception*. NPA Asset Management, LLC is an SEC-registered advisor serving individuals, corporations, pension, and charitable accounts through a network of over 50 advisors. The firm manages approximately $1.065 billion in assets and offers multiple managed-account programs, third-party manager referrals, and access to a range of investment products.

Michael Karalewich is a CFP® professional with 26 years of industry experience, currently affiliated with NPA Asset Management, LLC since 2006. He is also dually registered with Nationwide Planning Associates, Inc., an affiliated broker-dealer. NPA Asset Management, LLC serves individuals, including high-net-worth clients, corporations, pension, and charitable accounts through a network of 51 advisors and approximately 2,293 client relationships, managing about $1.065 billion in assets. The firm offers multiple managed-account programs and access to various investment products, delivering advisory services through its Advisor’s Edge platform.

Matthew Sysyn is a financial advisor at Santander Securities LLC with a Series 66 designation and less than one year of industry experience. His prior work history includes roles outside the financial services sector in retail and education. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across roughly 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Richard Walsh is a financial advisor at NPA Asset Management, LLC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining NPA Asset Management in 2014, he worked at Voya Financial Advisors. Outside of advisory work, he is also an independent insurance agent specializing in fixed insurance products. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs through its Advisor’s Edge platform, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Niraj Chhabra is a CFP® with 19 years of industry experience, currently serving as Managing Director at Sidebar Advisors and working through Mariner Platform Solutions. He previously spent 17 years at Ameriprise Financial Services, Inc. In addition to his advisory roles, he volunteers with Savvy Ladies, providing financial advice, and conducts client seminars for the Financial Planning Association. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform supports model portfolios, discretionary management, and integrates institutional and retirement plan resources through affiliated entities and third-party partnerships.

Cindy Pitonzo is a ChFC® with three years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. She previously worked at Tradition Capital Management, LLC and was involved with St Bartholomew the Apostle Church for five years. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and specialized solutions such as municipal fixed-income portfolios and a managed mutual fund program.

Glenn Glazer is a financial advisor at Aegis Capital Corp. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis Capital Corp. since 2014. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and provides trade execution, clearing, custody, and reporting services.

David Johnston is a CFP® with 29 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cetera Advisors, and First Allied Advisory Services. Outside of his advisory work, Johnston serves as an adjunct professor of Insurance Planning at the College of New Jersey and holds board roles at Stanton Ridge Golf and Country Club, the College of New Jersey Foundation, and the Hunterdon Health Foundation. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, primarily managing client assets on a discretionary basis.

Lizeth Kishel is a CFP® professional with four years of industry experience, currently with Modera Wealth Management, LLC since 2022. Her prior experience includes roles at Homrich Berg Wealth Management, Ameris Bank, Wells Fargo Private Bank, and SunTrust Banks. She serves as the Public Relations Director on the board of the Financial Planning Association, managing the chapter’s social media and website. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation strategies with in-house accounting and tax capabilities, serving approximately $17.7 billion in assets and over 100 advisors.

Richard Fitzgerald is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has worked at Nationwide Planning Associates Inc since 2002. Outside of advisory services, he operates a tax preparation business. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Conan Ward is a financial advisor at Kingsview Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2014 to 2026. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.