Christopher Budd is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has previously worked at Equity Services, Inc., and is involved with Wealth Shield Financial, where he engages in the sale and service of fixed insurance products. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm offers both discretionary and non-discretionary portfolio management using multiple investment approaches and custodial platforms.

Jack Mahoney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2018. Prior to this, he worked at UBS Financial Services for five years. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations with wealth management, investment consulting, financial planning, and tax services. The firm employs a multi-manager investment approach using proprietary quantitative analysis and due diligence, and operates several affiliated pooled investment vehicles along with services such as tax-return preparation and household financial administration.

Athishay Gangadharan is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Kestra Private Wealth Services, LLC and Kestra Investment Services LLC since 2021. Prior to joining Kestra, he worked at TIAA and FIFTH THIRD SECURITIES, Inc., as well as Merrill. He is managing partner and senior wealth advisor at Evoke Wealth Management, an independent RIA platform, and is also a partner in a personal investment LLC and president of a tax entity. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and specialized services, including third-party manager platforms and annuity subaccount management.

Michael Bohlinger is a financial advisor at Leo Wealth, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Olden Lane Securities, LLC. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs a combination of ETF-based models and systematic single-stock strategies to construct diversified, risk-tiered portfolios.

Paul Thompson is a CFP® professional with six years of industry experience, currently affiliated with OnePoint BFG Wealth Partners in Parsippany, NJ. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Fidelity Investments, and Summit Financial, among others. OnePoint BFG Wealth Partners offers 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 models and third-party managers to manage client portfolios, primarily on a discretionary basis, and utilizes AI-assisted tools to support client meeting documentation and portfolio monitoring.

Joseph Sacco is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 65 registrations and 32 years of industry experience. He previously worked at Bank of America, N.A. for 14 years and Merrill for 31 years. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm utilizes both discretionary and non-discretionary engagement models and a broad range of investment options, with a notable focus on institutional retirement services and private markets.

Melissa Thier is a Certified Financial Planner (CFP®) at Main Street Financial Solutions, LLC with six years of industry experience. She has been with Main Street Financial Solutions since 2018 and previously worked as a consultant from 2013 to 2018. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, utilizing a mix of passive and active strategies tailored to client objectives and risk profiles, and provides ERISA fiduciary consulting and institutional advisor services.

Aron Corin is a CFA® charterholder affiliated with OnePoint BFG Wealth Partners in Parsippany, NJ, with one year of industry experience. His prior roles include positions at Eastern Bank, Btig LLC, Steward Medical Group, and KPMG LLP. Outside of the financial sector, he serves as an accounting consultant for Advanced Eye Centers, an ophthalmology practice. 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 client-specific investment strategies utilizing a mix of third-party managers, proprietary models, and technology-driven operational support.

Frank Brady Jr is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Hennion & Walsh since 2011. 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, using a combination of fundamental and technical analysis and a variety of investment strategies across multiple asset classes.

Eric Hu is a financial advisor with Vanderbilt Advisory Services in Bridgewater, NJ, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2022. Hu also serves as Managing Principal at Gryphon Asset Management, where he oversees fixed insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing strategic asset allocation and various analytical methods, and is noted for its integration with retirement-plan and benefits firms alongside an affiliated broker-dealer.

Isabella Ciresi is an advisor at Hennion & Walsh Asset Management, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hennion & Walsh, she held roles in education and youth services, including positions at Kumon Learning Center, Mountain Lakes School District, Pequannock School System, and the Boys and Girls Club of Northwest NJ. 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 utilizing both discretionary and non-discretionary management, employing fundamental and technical analysis across various asset classes.

Courtney Frost is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation with six years of industry experience. She has been with Beacon Trust since 2017 and previously worked at Romparoo. 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 assets and uses an open-architecture investment platform with a risk-first framework, tax-aware management, and offers integrated trust and banking referral capabilities.

Laurence Celniker is a financial advisor at OnePoint BFG Wealth Partners with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group, LLC. 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 uses a combination of proprietary models, third-party managers, and custodian-sponsored programs, with a majority of client assets managed on a discretionary basis.

Samuel Urso III is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the ChFC® designation and has 22 years of industry experience. His prior roles include positions at LPL Financial, Private Advisor Group, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of third-party managers, custodian platforms, and proprietary models to implement portfolios aligned with client-specific investment objectives and risk tolerances.

James Mackenzie is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses with 28 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, offering a range of programs such as wrap-fee portfolios, personalized UMAs, and managed accounts that incorporate both fundamental and technical analysis across multiple asset classes.

Owen Pardo is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His career includes positions at Shephard Capital Management, LPL Financial, Wells Fargo Advisors LLC, A.G. Edwards & Sons, Inc., Oppenheimer, and UBS Financial Services. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by a broad network of advisors and integrated platform solutions.

Joshua Lewis is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and 12 years of industry experience. He previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Lewis provides investment advisory services through Bleakley Financial Group, an independent investment advisory firm. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a client-specific approach with a combination of proprietary models, third-party managers, and custodian platforms, supported by technology and operational outsourcing.

Stephen Stone is a ChFC® credentialed financial advisor with 43 years of industry experience. He currently works at OnePoint BFG Wealth Partners and previously held positions at LPL Financial and Private Advisor Group, LLC. Stone has maintained a personal business entity for tax and investment purposes since 1982. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm implements client-specific portfolios using a combination of third-party managers, proprietary models, and custodian platforms, supported by technology and operational outsourcing.

Seth Tobias is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His career includes multiple roles within Santander affiliates since 2018 and prior experience at Citizens Bank and Citizens Securities Inc. outside of his advisory work, he owns a personally-held rental property. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and manages accounts through a platform that utilizes third-party investment managers and centralized implementation, supporting both retail and institutional investors through an extensive branch and advisor network.

Peter Valles is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Aurora Private Wealth, APW Capital, Inc., and Janney Montgomery Scott. In addition to his advisory role, Mr. Valles is also licensed to sell insurance and conducts insurance activities through Summit Risk Management, LLC and other firms. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors serving around 17,800 clients. The firm offers both discretionary and consultative investment management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.