Connor Barbella Roesler is a CFP® professional with four years of industry experience, currently affiliated with Kintra Wealth, LLC. He previously worked at Commonwealth Financial Network and Tupler Financial. Outside of advisory work, he is involved in fixed insurance sales during business hours. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm manages approximately $1.5 billion in discretionary assets and utilizes a model-driven investment process focused on tax efficiency and integrated planning.

Joseph Hibert is a CFP® professional with six years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC. His prior experience includes roles at Bank of America/Merrill Lynch, J.P. Morgan Securities, JPMorgan Chase Bank, TP ICAP, and BGC Financial. He has also worked at the University of Delaware and the YMCA of Greater New York. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive strategies with tactical adjustments reviewed by an Investment Committee.

Larissa Mehlfelder is a CFP® professional with 13 years of experience, currently serving at Simon Quick Advisors, LLC since 2009. She is based in Morristown, NJ. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, compliance, and administrative services. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services.

Michael Dugan Sr. is a CFP® and ChFC® with 42 years of industry experience. He has been with Private Client Services, LLC since 2010. Outside of his advisory role, he is a member of the Ancient Order of Hibernians, an Irish Catholic national organization. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process focusing on risk profiling and tailored platform selection, offering a combination of advisory and broker-dealer services with a range of portfolio management options.

Lawrence Seigelstein is a Senior Wealth Advisor at Prosperity - An EisnerAmper Company with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including DAI Securities, LLC, Comprehensive Asset Management & Servicing, Inc., and Amper Financial Services. Outside of his advisory role, he is involved with Advocacy, LLC, providing life, health, disability, and long-term care insurance services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory. The firm employs asset allocation and diversification strategies, utilizing third-party managers and technology platforms to support client accounts and administer services.

Ankit Tuladhar is an advisor with B. Riley Wealth Advisors, Inc., holding a Series 65 credential and six years of experience in the financial industry. Prior to joining B. Riley Wealth Management, he worked at Caldwell University and the Group for Technical Assistance. B. Riley Wealth Advisors offers investment advice and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Ryan Hogan is a financial advisor with Simplicity Wealth, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at The Leaders Group Inc, Johnson Asset Management, and Fenimore Asset Management Inc. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients, offering advisory services such as financial planning, portfolio management, and managed account platforms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, combining advisory services with technology solutions for other advisers.

Amy Macisaac is a financial advisor at Cary Street Partners with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, and Merrill. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad menu of investment options and proprietary strategies, including those managed by its affiliated asset manager, to serve a diverse client base that includes institutional niches such as state and municipal government entities and insurance company clients.

Ryan Hanisak is a financial advisor at Summit Financial, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked with Summit Financial and its affiliated entities since 2002. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, along with financial planning and retirement plan advisory services, combining discretionary and consultative approaches to client portfolio management.

Michael Ciccone is a CFP® professional with seven years of experience in the financial industry. He has worked at Tradition Capital Management LLC and Tradition Asset Management LLC from 2016 to 2020. He is currently with Cary Street Partners. Cary Street Partners provides 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 a diverse client base that includes institutional niches such as state and municipal government entities and insurance companies.

Patricia Caccavo is a financial advisor at Summit Financial, LLC with a Series 65 designation and seven years of industry experience. She has been with Summit Financial since 2018 and previously worked at Summit Risk Management, Inc. and Summit Equities, Inc. from 2011 to 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to support customized client solutions.

Randi Loreti is a CFP® professional with 23 years of industry experience, currently serving at Summit Financial, LLC since 2018. Prior to this, she worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for 16 years. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, providing a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services to approximately 17,800 clients.

Daniel Petrie Jr. is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at LPL Financial LLC, Seraphim Capital Management, and Wells Fargo Clearing. He also serves as a college professor at Fairleigh Dickinson University. Fortis Capital Advisors is a multi-team SEC-registered investment adviser that serves a broad range of clients, including individuals, families, businesses, and institutional investors. The firm offers customized, primarily discretionary portfolio management using a mix of active, passive, tactical, and ESG-aware strategies, alongside consulting and educational services.

Ian Welham is a financial advisor at Coppell Advisory Solutions LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms including City Center Advisors, LLC and Haydenrock Solutions LLC. Outside of his advisory role, he is a partner and consultant at Elite Corporate Holdings LLC and owns LW Connections LLC, which connects business owners and individuals to experts in tax, legal, and business growth. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses tailor-made asset allocation models and combines fundamental and technical analysis to implement strategies consistent with client objectives.

Brian Hoffman is a financial advisor with Gladstone Wealth Partners in Bedminster, NJ, holding a Series 66 designation and having 21 years of industry experience. He has worked at Gladstone Wealth Partners since 2016 and previously held roles at LPL Financial, PNC Wealth Management, Santander Securities, and Chase Investment Services. Outside of his advisory work, he is also an author and writer. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that includes a range of strategies from individual securities to tax-managed portfolios.

Christopher Noviello is a financial advisor at Vicus Capital, Inc. with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cetera and Walnut Street Securities. Outside of his advisory role, he serves as a board member of the nonprofit Grassroots Conservation. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of strategies including fundamental and technical analysis, with an emphasis on retirement-plan consulting and fiduciary services.

Connor Donovan is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2017. Prior to joining the firm, he attended Lehigh University. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and it offers integrated tax and back-office services.

Christopher Cvitan is a CFP® professional with 10 years of experience in the financial services industry. He currently advises at Beacon Trust, where he has worked since 2023. His prior experience includes roles at TFS Securities, Mass Mutual Life Insurance Company, Morgan Stanley, and Merrill. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages approximately $4.26 billion in discretionary assets and employs an open-architecture investment platform with an emphasis on tax awareness, active loss harvesting, and customized fixed-income portfolios.

Diane Ruiz is a financial advisor with Santander Securities LLC, holding a Series 66 credential and 24 years of industry experience. Her work history includes positions at Santander Bank, LPL Financial LLC, Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Company, and HSBC Bank USA N.A. Outside of her advisory role, she owns a rental property in New Windsor, NY. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides investment management primarily via the FMAX wrap-fee platform with strategies implemented by third-party discretionary managers.

Matthew Allain is a financial advisor at Leo Wealth, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked with several affiliated firms, including Olden Lane Securities, Massey Quick Wealth Solutions, and multiple entities within The Leo Group. He serves on the board of directors for Capflow Funding Group Managers, LLC, a role unrelated to investment management. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, providing portfolio management, financial planning, model portfolio management, and fiduciary services. The firm combines ETF-based core and thematic models with systematic single-stock strategies, utilizing a range of internal and third-party tools to manage diversified, risk-tiered portfolios.