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.

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.

Diane Allard is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with Beacon Trust since 2012. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm offers financial planning, tax preparation, and discretionary portfolio management through an open-architecture platform that emphasizes a risk-first investment approach and tax-aware management.

Ernest Lubonja is a financial advisor at Santander Securities LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at Public Partnerships, LLC and Santander Bank, NA. Outside of his advisory role, he is involved with Public Partnerships, LLC as a consumer-directed personal assistant. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to lending and insurance products, supporting retail clients primarily through a multi-team structure.

Michael Mortellaro is a financial advisor at Simplicity Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and GFPC/AssetMark. He is also Senior Vice President of Planning at Simplicity Group, where he is involved in investment relations and insurance business activities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions such as a private-label asset management software program and a third-party managed account platform.

Ryan Gaynor is a financial advisor at Leo Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been with Leo Brokerage since 2020. Leo Wealth provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, along with third-party managers, to implement specialized investment strategies.

Jason Condon is a CFP® with 12 years of industry experience. He is currently with Perigon Wealth Management, LLC and has held roles at Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction with ongoing monitoring and serves as both sponsor and overseer of wrap and sub-advisor programs, maintaining institutional relationships with multiple custodians and platform providers.

Joshua Murray is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC since 2026. He previously worked at Commonwealth Financial Network and Tupler Financial for 11 years. Outside of his advisory work, Murray coaches girls lacrosse in Madison, New Jersey. 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 document review with model-driven asset allocation and fundamental security analysis, implementing strategies to optimize tax efficiency on a household basis.

Matthew Borriello is a CFP® with 11 years of industry experience, currently serving at Arax Advisory Partners. His prior roles include positions at Fidelity Investments and Transcend Capital Advisors. He holds a Series 63 license and is based in Madison, NJ. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis, employing a mix of traditional and alternative investments supported by in-house teams, external managers, and AI tools.

Henry Zhai is a financial advisor with Arete Wealth Advisors, LLC and holds a Series 66 designation. He has one year of industry experience and has worked at several firms including Hudsonpoint Capital and Charterhouse Capital Partners. Outside of his advisory role, he is a partner at Zhai Financial & Tax, providing tax preparation and financial planning services. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing a combination of advisor-driven and proprietary model allocations, and utilizes third-party sub-advisers and a structured due-diligence process.

Elena Lepeshkova is a financial advisor at MissionSquare Retirement with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Fiducioso Advisors, Morgan Stanley Smith Barney, and E*Trade Capital Management. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes investment advice and model portfolios developed by Morningstar Investment Management.

Keith Nebel is a financial advisor with Capital Analysts and holds Series 63 and Series 65 credentials. He has 22 years of industry experience and has worked at Lincoln Investment Planning, Inc. since 2005. In addition to his advisory role, he serves as a lieutenant in the New York City Fire Department and sits on the board of directors for Lil’ Bravest, a charitable organization supporting children affected by cancer and other childhood diseases. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering portfolio management and advisor-managed solutions through a nationwide network. The firm delivers both discretionary and non-discretionary investment management supported by proprietary screening tools and maintains institutional relationships with major custodians and plan sponsors.