Kristin Sanguino is a financial advisor with Consolidated Portfolio Review Corp, holding a Series 63 designation and bringing 24 years of industry experience. Her previous roles include seven years at Personal CFO Solutions, LLC and 23 years with The AYCO Company, L.P./Mercer Allied. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent Advisor Representatives using strategic asset allocation and various approaches depending on client objectives.

Leslie Quick III is a financial advisor at Simon Quick Advisors, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at Tradeking since 2005 and Massey Quick Wealth Solutions from 2016 to 2017. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm uses a combination of independent managers, mutual funds, ETFs, and affiliated private investment funds, and provides integrated tax and back-office services including tax return preparation and bill-pay.

Diane Taylor is a CFP® with 19 years of industry experience currently working at Merit Financial Advisors. She has held roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, and various Summit Financial entities. Outside of her advisory work, she operates a tax preparation service as a sole proprietor. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in client assets. The firm emphasizes long-term, diversified portfolios managed through centrally developed models and offers a range of wealth management services including asset management, financial planning, and retirement plan consulting.

Andrew Cilento is a CFP® with seven years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. He previously worked at Voya Investments Distributor, LLC, Voya Investment Management, and Cohen & Steers. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and select corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and integrating its services with an affiliated broker-dealer and custody platform.

Rae Kim is a financial advisor with Capital Analysts in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Kim has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts Incorporated since 2004, as well as operating Kim Financial Group since 2002. Outside of advisory roles, Kim is involved in owning a real estate business and selling and servicing fixed life, disability, and long-term care insurance products. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, with a focus on fiduciary advisory services and various customized portfolio options.

Tyler Zaborsky is a financial advisor at Impact Partnership Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at GWN Securities, Stifel, and as a self-employed advisor. Outside of his advisory work, he serves as CFO of Eternal Flame, a business focused on creating memorial videos. Impact Partnership Wealth provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolios, direct asset management, and ERISA retirement plan services. The firm manages approximately $2.96 billion through a network of nearly 90 advisers and employs a range of discretionary investment strategies supported by a broad affiliated ecosystem.

Brian Mcgann is a financial advisor with Beacon Trust in Morristown, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Beacon Investment Advisory Services, Inc. since 2017 and previously worked at UBS from 2015 to 2017. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages over $4 billion in discretionary assets and delivers investment advice through an open-architecture platform that combines in-house strategies, factor-based models, and independent managers with an emphasis on tax awareness and customized fixed-income portfolios.

Jeffrey Faller is a financial advisor with Capital Analysts in Cranford, NJ, holding a Series 66 designation and seven years of industry experience. He has worked at Lincoln Investment Planning since 2018 and previously spent four years at Sacred Heart University. Outside of advisory services, he is involved in insurance sales through The Faller Company LLC. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management leveraging an in-house investment management team and proprietary screening tools, with a model supporting advisors’ outside business activities.

David Baranek is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at several related firms including Summit Financial Resources, Inc. and Summit Equities, Inc. In addition to his advisory role, Mr. Baranek manages an accounting firm where he performs tax preparation and related services. 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 tailored to client needs.

Mark Conway is a financial advisor at Snowden Capital Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fieldpoint Private Securities, LLC for 10 years before joining Snowden Capital Partners in 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to third-party managers and global custodian platforms.

Mark Ramos is a financial advisor with Fourstar Wealth Advisors, LLC in Warren, NJ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at LPL Financial, Principal Securities, Principal Life Insurance Company, and Global Financial Private Capital LLC. Fourstar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis with portfolio allocations across mutual funds, ETFs, individual securities, options, and independent managers, managing investments primarily on a discretionary basis tailored to clients’ risk tolerance and time horizons.

Andrew Massey is a financial advisor at Cary Street Partners with a Series 65 designation and two years of industry experience. His prior roles include positions at iConnections and BNY Mellon|Pershing. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and other institutions. The firm offers portfolio management, financial and retirement planning, access to alternative and private fund vehicles, and lending and insurance solutions, utilizing both third-party and proprietary investment strategies.

Steven Weinman is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and 44 years of industry experience. He has held multiple roles within Summit-affiliated companies since 1982 and currently serves as CEO of LS Securities, LLC, CEO of Summit Risk Management, LLC, and President of Summit Advisor Services, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 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 approaches.

Daniel Overcash Jr. is a CFP®-designated financial advisor with 55 years of industry experience. He currently serves at Chelsea Advisory Services, Inc. and has a longstanding career including over five decades at Budell Overcash Anderson & Co., Inc. based in Staten Island, NY. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach and offers both discretionary portfolio management and standalone financial planning engagements.

Carey Gertler is a CFP® professional with one year of experience at Prosperity - An EisnerAmper Company. He has been associated with Eisner Advisory Group LLC since 2021 and EisnerAmper LLP since 2014. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets across a multi-team structure and incorporates asset allocation and diversification strategies using third-party independent managers and technology platforms.

Charles Cernosia is a CFA® charterholder and holds a Series 63 license. He is a financial advisor at Summit Financial, LLC with four years of industry experience. Prior to joining Summit Financial in 2021, he worked at HSBC from 2013 to 2017. 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 investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments through a combination of discretionary and consultative services.

John Duffy is a financial advisor at Summit Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Summit-branded firms since 2015, joining Summit Financial, LLC in 2018. 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 investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Ryan Edwards is a CFP®-designated financial advisor with 15 years of industry experience. He has worked with Intrua Financial since 2021 and was previously with Intrua Advisory Group LLC and LPL Financial. Edwards is also involved in a business entity for tax and investment purposes unrelated to securities trading. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to develop customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of year-end 2024.

Leonard Dandridge is a financial advisor at Regal Investment Advisors LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Cornerstone Financial, Zyntex Inc, IRhythm Inc, and InfuSystem Inc. Outside of his advisory work, he has experience as a sales associate in retail. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies on behalf of clients.

Brian Power is a CFP® with 30 years of industry experience. He has worked at Summit Financial, LLC since 2025 and previously spent 15 years at Gateway Advisory, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, providing both discretionary and consultative service models.