Daniel Iczkowski is a financial advisor at NFSG Corporation with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His previous roles include positions at Cadaret Grant & Co., Pruco Securities, Prudential Insurance Company of America, and Metropolitan Life Insurance Company. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm employs diversified portfolio strategies and offers both discretionary and non-discretionary asset management supported by internal research and model portfolios.

Nicholas Houmis is a CFP® with 40 years of experience in the financial industry. He has been with Summit Financial, LLC since 2018 and previously worked at Purshe Kaplan Sterling Investments and Summit Financial Resources, Inc. DBA Essex Wealth Management, LLC, where he spent 27 years. In addition to his advisory role, he is involved in insurance brokerage and provides group benefits consulting through Strategic Wealth Advisory Group. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan services, combining discretionary and consultative approaches to suit client preferences.

William Houck is a CFP® and ChFC® with 21 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and specialized strategies.

Molly Rimes is a CFP® with four years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. Her prior work includes roles at Insmmed Insurance Agency and positions in education at Florida State University and Fort Myers High School. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration upon client request.

Brian Doughney is a CFP® and CFA® with 27 years of industry experience. He is currently with Nations Financial Group, Inc. and previously worked for Fidelity Investments and its affiliates for ten years. Outside of his advisory role, he is the owner of Fortress Wealth Planning, where he provides investment and advisory services. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and various model portfolios employing a mix of fundamental, technical, and tactical investment strategies.

James Buchanan is a financial advisor at Hennion & Walsh Asset Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hennion & Walsh since 2018. Prior to his advisory role, he was employed at McArthur Golf Club and the PGA Tour. 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 strategies across a range of asset classes and offers several managed account programs alongside supervisory and consulting services.

Craig Kaufman is a financial advisor at Citizens Private Wealth with 22 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and UBS Financial Services. He serves on the Board of Trustees for Temple Emanuel of the Pascack Valley. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers a range of discretionary and non-discretionary portfolio management and consulting services.

William O’Brien Jr. is a financial advisor at Summit Financial, LLC with 32 years of industry experience. He previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for 25 years before joining Summit Financial in 2018. He holds a Series 63 designation and is also licensed to offer insurance products through various companies. 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 provides a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, offering both discretionary and consultative investment options.

Eoin Monahan is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Hennion & Walsh since 2006. 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 offers a range of programs including wrap-fee portfolio management, personalized UMA programs, and managed accounts, employing both fundamental and technical analysis across multiple asset classes.

Gregory Plechner is a financial advisor at Greenspring Advisors, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Greenspring Advisors since 2018, following seven years at Modera Wealth Management, LLC. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a notable suite of retirement services through its (k)larity Plan™ and (k)larity @ Work™ platforms.

Salvatore Benigno is a financial advisor at OnePoint BFG Wealth Partners with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a mix of third-party managers, custodian platforms, and proprietary models to create client-specific portfolios and integrates technology and operational outsourcing into its service model.

Eric Passin is a financial advisor at Savvy with 33 years of industry experience, holding Series 63 and Series 66 licenses. His prior roles include positions at Farther Finance Advisors and Prudential Insurance Company of America. Outside of his advisory work, he is an insurance agent affiliated with DPL Financial Partners. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, providing a range of investment and financial planning services. The firm customizes investment plans based on client objectives and employs a primarily index-based, long-term approach while incorporating active equity portfolios, tax-aware strategies, and specialized sub-adviser solutions.

Matthew Renov is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bleakley Financial Group, Private Advisor Group, and Summit Equities. Renov is also licensed as an insurance agent, focusing on life and long-term care insurance. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies, including proprietary models and third-party managers, supported by technology and operational outsourcing.

Ryan Schoeffield is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Hennion & Walsh since 2016. 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 a range of strategies across various asset classes and offers both discretionary and non-discretionary management, with multiple program options including wrap-fee and personalized UMA programs.

Sean Moro is a financial advisor with Valley Wealth Managers, Inc. holding a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services, and Equitable Advisors. Outside of financial services, he has been involved with the Wyckoff Family YMCA in various capacities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities alongside mutual funds and ETFs, with oversight from an investment committee.

Kevin Kreuzer is a financial advisor at Summit Financial, LLC with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include work with Purshe Kaplan Sterling Investments and several Summit entities, including Summit Risk Management, Inc., where he sells insurance products. Summit Financial, LLC is a 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 tailored to client needs.

David Scheidel is a PFS™ credentialed advisor with 22 years of industry experience, currently serving at Sierra Financial Advisors, LLC since 2006. He has held concurrent roles at SAX Wealth Advisors, LLC and SAX Advisory Group since 2026, and maintains involvement in his CPA firm, Scheidel & Sullivan CPA, LLC, as well as other business ventures dating back over two decades. Sierra Financial Advisors provides personalized financial planning and fee-only investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm delivers primarily non-discretionary advice using a mix of fundamental and technical analysis, managing portfolios that include mutual funds and individual securities, and maintains an affiliation with an accounting firm while keeping advisory services distinct.

Emmett Newton III is a financial advisor at Vanderbilt Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 17 years. Outside of his advisory role, he serves as a notary in Denville, NJ. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

James Cantela is a CFP® with 14 years of industry experience. He is currently with MissionSquare Retirement and MissionSquare Investment Services, having previously worked at Merrill, Valley National Bank, and Massachusetts Mutual Life Insurance Co. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with a range of plan administration, recordkeeping, education, and advisory services delivered through their Guided Pathways program. The firm utilizes Morningstar Investment Management for its investment advice and model portfolios and supports more than 40,000 participants through a multi-team advisory structure.

James Freda is a financial advisor at Hennion & Walsh Asset Management, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has been with Hennion & Walsh since 2023. Prior to that, he worked briefly at Charles Grotyohann and has experience in contracting and landscaping. 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 manages approximately $768.8 million for about 1,087 clients through a team of 73 advisors, offering multiple program structures and employing a combination of fundamental and technical analysis across various asset classes.