Jason Condon is a CFP® with 11 years of experience in the financial industry. He is currently with Perigon Wealth Management, LLC and has prior experience at Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. Outside of his advisory roles, he is involved with Vanderbilt Insurance Services in insurance sales on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting regular reviews.

Joshua Murray is a CFP® professional with 16 years of industry experience. He is currently with Kintra Wealth, LLC and previously spent 11 years at Commonwealth Financial Network and Tupler Financial. Outside of his advisory work, he serves as a coach for the Madison Girls Lacrosse team. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management and financial planning. The firm combines client interviews with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and portfolio construction, managing approximately $1.5 billion in discretionary assets.

Christian Bonnesen is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at Summit Financial, LLC since 2020. His prior roles include positions at Purshe Kaplan Sterling Investments, Summit Financial Resources, Inc., Summit Equities, Inc., and JMJ Sales Company Inc. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, retirement plan advisory services, and access to alternative investments through a mix of discretionary and consultative approaches.

Jack Desantis Jr. is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 66 designation. He has 26 years of industry experience and has held roles at several firms, including Cetera Wealth Services and 1st Global Investment Advisor Services. Outside of his advisory work, he serves as treasurer for multiple political candidate committees. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm uses firm-designed style allocation models overseen by an investment advisory committee and emphasizes tax-intelligent strategies and CPA-sourced referrals.

Elena Lepeshkova is a financial advisor at MissionSquare Retirement with 20 years of industry experience. She holds the 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 non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Keith Nebel is a financial advisor at Capital Analysts with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Lincoln Investment Planning, Inc. since 2005. Nebel serves as a lieutenant in the New York City Fire Department and is a board member of a charitable organization supporting children affected by cancer and other childhood diseases. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, offering a range of portfolio management and advisory services supported by an in-house investment research team.

Susan Feeley is an advisor at Circle Wealth Management, LLC with 17 years of experience at the firm. She holds Series 65 and Series 63 designations. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families, along with their related trusts, foundations, and endowments. The firm focuses on customized wealth advisory, investment management, and family office services, emphasizing coordinated estate, tax, insurance, and charitable planning.

Maria Dizio is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation with nine years of industry experience. She has been with Beacon Trust since 2012. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and offers an open-architecture investment platform with a risk-first framework, tax-aware management, and customized portfolio options.

Jeffrey Morrison is a financial advisor at Lifemark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been president of Classic Benefit Planners, Ltd. since 2005. Morrison is also an attorney with over 50 years in legal practice, performing occasional legal work alongside his advisory role. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers a range of investment programs including Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager services, with client suitability assessments and tailored risk management.

Alexander Borowiec is a financial advisor at M Holdings Securities, Inc. with three years of industry experience. He holds the ChFC® and Series 63 designations. Before joining the financial services industry, he spent 19 years in full-time education at Lebanon Valley College. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a variety of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory.

Jeffrey Faller is a CFP® with 37 years of experience and is affiliated with Capital Analysts. He has worked at Lincoln Investment Planning Inc since 2008. Faller is a 50% owner of The Faller Company LLC, which is involved in life and health insurance sales and service. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house investment management team that uses proprietary screening tools and offers discretionary and non-discretionary portfolio management through various programs.

John Longo is a CFA® charterholder with 22 years of experience in the financial industry. He is currently with Beacon Trust and is also the founder and principal of Cyborg Capital Management, where he manages a limited partnership and provides investment consulting. Additionally, he has been affiliated with Rutgers University since 1993. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities, offering financial planning, tax preparation, and discretionary portfolio management. The firm utilizes an open-architecture investment platform with a risk-first framework and integrates tax-aware management and loss harvesting strategies.

Joseph Bernheimer is a financial advisor with Snowden Capital Advisors LLC in Metuchen, NJ. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His prior work includes positions at Snowden Lane Partners, OSAIC, and SagePoint Financial, Inc. Outside of advising, he has operated as an independent insurance agent and manages a real estate/property management business through JNDE, LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing multi-team resources and institutional capabilities alongside a range of investment tools and third-party manager relationships.

Nicholas Villano is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Summit Financial, LLC since 2018 and has prior experience with Purshe Kaplan Sterling Investments, Summit Equities Inc, and Summit Financial Resources, Inc. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Lisa Richmond is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and over 14 years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2006 to 2024 before joining LPL Financial, LLC in 2025. Richmond also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent adviser representatives who utilize various strategies and resources, including sub-advisers and model portfolios, to serve clients’ needs.

Kyle Saul is a financial advisor at Cary Street Partners with a Series 65 credential and one year of industry experience. Prior to joining Cary Street Partners, he worked at Transcend Capital Advisors and spent six years at Ford Motor Company. He holds a degree from Pennsylvania State University. 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, and access to alternative investments, utilizing both third-party managers and in-house resources across a range of traditional and opportunistic strategies.

Arnold Civins is a financial advisor at United Capital Financial Advisors with two years of industry experience. He holds a Series 65 designation and has a longstanding career in accounting, serving as a partner at Citrin Cooperman & Co. since 1981. His outside activities include providing accounting and tax-related services through Citrin Cooperman. United Capital Financial Advisors offers financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and provides a range of investment options, including ESG customization and access to third-party managers.

Gregory Jandoli is a CFP® professional with 37 years of industry experience. He has been with Summit Financial, LLC since 2018 and previously held roles at Purshe Kaplan Sterling Investments, Summit Risk Management, Summit Equities, Inc., and Summit Financial Resources, Inc. In addition to his advisory work, he is a managing member of a gym management startup, Campus Fitness Solutions, LLC. Summit Financial, LLC is an SEC-registered multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with financial planning and retirement plan advisory.

Pietro Passalacqua is a CFP® professional with 33 years of industry experience, currently serving as the principal advisor at Frontier Financial Planning & Capital Management, Inc. He has been with Frontier Financial Planning since 1999 and also holds roles at Creative Financial Designs, Inc. Outside of his advisory work, Passalacqua serves on the condominium association board for his office location in Hillsborough, NJ. Frontier Financial Planning & Capital Management is an independent registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management and modular financial planning, employing diverse investment strategies and providing regular client reporting and goal reassessment.

Michael Gabel is a financial advisor at Vicus Capital, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Hamel Associates, Inc. and Noviello Financial Group. In addition to his advisory role, he operates a CPA and consulting firm providing accounting and tax services. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.