Hugh McDonald is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has been with Virtue Capital Management since 2016. Outside of his advisory work, he serves as president and owner of Atlantic College Planning, Inc., which provides college planning services. Virtue Capital Management is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and dynamic strategies alongside quantitative analysis and third-party manager selection to tailor portfolios to client objectives and risk tolerances.

Steven Pisano is a financial advisor at Simon Quick Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Simon Quick Advisors since 2016. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm utilizes a combination of proprietary quantitative analysis, due diligence, and ongoing monitoring to allocate assets among independent managers, mutual funds, ETFs, and private investment funds, and operates distinctive fund-of-funds structures and affiliated pooled vehicles.

Lee Balducci is a financial advisor at Advisors Capital Management, LLC with 19 years of industry experience. He has been with Advisors Capital Management since 2013. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets primarily as an outsourced sub-advisor.

Michael Kaup is a financial advisor with Gladstone Wealth Partners in Morristown, NJ, holding a Series 63 designation and 25 years of industry experience. His career includes tenure at MetLife Securities Inc. and LPL Financial, LLC, in addition to his current roles at Gladstone Wealth Partners and related affiliated advisory entities. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a large network of investment adviser representatives. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies.

Eugene Mulvaney Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory methods and offers both discretionary and non-discretionary services, integrating in-house portfolio management with LPL-sponsored programs and algorithmic tools.

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 a Series 66 designation and has worked previously at Truist Investment Services Inc. and PNC Investments LLC. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities, offering financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach with a risk-first framework and provides integrated trust and banking referral capabilities through its affiliation with a chartered trust company and bank holding company.

Michael Mac Dougal is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. Outside of advising, Mr. Mac Dougal sells firewood through a farmland property he owns in Hampton, NJ. 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 a range of advisory and portfolio management programs with both discretionary and consultative services, financial planning, retirement plan advisory, and access to alternative investments.

Lawrence Bell is a CFP® with 34 years of industry experience and is currently with Summit Financial, LLC. He has held positions at Summit Financial since 2018, and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1991 to 2018. Outside of his advisory work, he serves as president of the Delbarton Athletic Boosters, a high school athletic booster program. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Gavin Charlton is a financial advisor at SAX Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining SAX Wealth Advisors, he worked at Regency Wealth Management, Murphy Capital Management Inc, Peapack-Gladstone Bank, and Beacon Wealth Management, LLC. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset-allocation strategies using primarily low-cost, passively managed mutual funds and ETFs, and offers specialized consulting including employee benefit plans, real estate exchanges, and alternative investments.

Michael Cuttita is a financial advisor at Gladstone Wealth Partners with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Bank of America and Merrill. Cuttita is also involved in providing investment advisory services through an independent registered investment advisor firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting through a network of nearly 100 advisers. The firm utilizes a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies, with notable integration of retirement-plan service delivery and institutional manager relationships.

Patrick Walsh is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1997. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs both discretionary and non-discretionary management approaches, utilizing fundamental and technical analysis across a range of asset classes and strategies.

Vincent Mattone is a CFP® certificant with 20 years of industry experience. He has worked at Advisors Capital Management, LLC since 2021 and previously held positions at TD Private Client Wealth LLC and TD Bank, N.A. from 2015 to 2021. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management with customized private accounts, model separate-account strategies, and other investment solutions. The firm combines top-down macro analysis with bottom-up security selection across fundamental, quantitative, and qualitative methods, managing over $8 billion in assets through a large intermediary network.

Lauren Frahn is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Hennion & Walsh since 2002. Outside of her advisory role, she is the owner of LCF Management LLC and has published a health and wellness book. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as plan sponsors. The firm offers a range of programs including wrap-fee portfolio management and personalized UMA programs, employing both fundamental and technical analysis across various asset classes.

David Shafranek is a financial advisor with Prospera Financial Services, Inc. in Livingston, NJ, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Prospera since 2014. Outside of his advisory role, Mr. Shafranek serves as an executor of an estate, assisting in the distribution of assets to family and charities. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, business owners, corporations, and charitable entities. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms with discretionary and non-discretionary portfolio management options.

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.

Shane Mcgill is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds a Series 66 designation and has held positions at Bloomberg, Prudential Advisors, and Wells Fargo. Prior to his financial services career, he spent nine years in education at Rowan University and Vernon Township High School. 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 combination of proprietary portfolio models, third-party managers, and custodian programs, managing most client assets on a discretionary basis.

Anthony Mcelynn is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Prudential Customer Solutions LLC, PRUCO Securities, LLC, and E*Trade Securities LLC. He is currently affiliated with both Summit Financial and LS Securities, LLC. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, including both discretionary and consultative services, financial planning, and retirement plan advisory.

Kyle Fischbach is a Series 65-licensed financial advisor with Summit Financial, LLC, where he has worked since 2018. He has seven years of industry experience and has held prior roles outside of financial services. Mr. Fischbach is an independent contractor for the Vermont Chamber of Commerce and co-founded a group of independent business contractors called On The Fly, assisting Vermont businesses through grant-funded consulting efforts. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory, operating both discretionary and consultative platforms.

David Weinerman is a financial advisor at Summit Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Weinerman is also involved in insurance brokerage, earning compensation through sales of insurance products. Summit Financial, LLC is a multi-team SEC-registered 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 meet diverse client needs.