Jenna Passerini is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of her advisory role, she is involved with Nothing New Thrift Shop, where she serves as a cashier. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs long-term, evidence-based asset allocation strategies primarily using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders, sub-advisers, and model portfolios.

Andrew Rosman is a CFP® professional with 18 years of experience in the financial services industry. He is currently with OnePoint BFG Wealth Partners and has held prior roles at LPL Financial and Wells Fargo Advisors. Outside of his advisory work, Rosman is a partner and part owner of Dressler, Rosman and Reynolds, LLC, an accounting and tax preparation firm. 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 utilizes a combination of proprietary and third-party investment models, primarily managing client assets on a discretionary basis.

Matthew Mc Cormack is a financial advisor at Simplicity Wealth with a Series 66 designation and two years of industry experience. His prior work includes roles with LPL Enterprise and The Prudential Insurance Company of America. He is also an accounting intern with the Monmouth Ocean Education Services Commission. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisors through its managed account platform.

Keith Lester is a financial advisor at Simplicity Wealth with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors, Regal Investment Advisors, and Ethos Technologies. Outside of advisory work, he operates KBL Enterprises, a personal business involved in streaming on Twitch. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, and offers advisory services combined with technology and operational support for other advisers through its turnkey asset management platform.

Michael Mccumiskey is a Series 65 licensed advisor with Avantax Planning Partners, Inc. in Parsippany, NJ, with three years of industry experience. He has previously worked at Cetera, MPM Advisory, and Avantax Advisory Services. Outside of advising, he owns MPM Advisory, LLC, which provides outsourced accounting and tax preparation support to small and medium-sized businesses. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of December 31, 2025.

Monica Pyryt is a CFP®-certified financial advisor with 12 years of industry experience. She currently works at OnePoint BFG Wealth Partners and has held prior roles at firms including Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Wells Fargo Clearing. 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 employs client-specific investment strategies using a combination of proprietary models, third-party managers, and custodian platforms.

Max Wilson is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the CFP® designation and has 19 years of industry experience, including nine years at Northwestern Mutual Wealth Management Company. Wilson is the sole owner of Three23 LLC, a business entity formed for investment-related purposes. 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 variety of portfolio management approaches using third-party managers, proprietary models, and technology integration for operational support.

Jeffrey Gitterman is a financial advisor at Perigon Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors, Inc. He serves as a board member of the Childrens Health Institute, advising on fundraising for nonprofit research. 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 investment management to independent managers while retaining oversight and proxy-voting responsibilities.

Justin Bischer is a financial advisor at Hennion & Walsh Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2022. Prior to joining the firm, he worked at Kreative Displays and spent time as a full-time student. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of investment strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Garrett Collins is a financial advisor at Kintra Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Warren Wealth Associates and Reynolds and Reynolds. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and avoid duplicate holdings across accounts.

Joseph Russo is a financial advisor at RMR Wealth Builders, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RMR Wealth Builders since 2004, with prior experience at Calton & Associates, Inc. from 2012 to 2023. Outside of his advisory role, he serves as a director for HR Ease, LLC, a benefit administration platform, and is president and director of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a range of advisory program options.

Vijay Leventhal is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Hennion & Walsh since 2005. 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 such as wrap-fee portfolio management and personalized UMA programs, employing both discretionary and non-discretionary strategies across various asset classes.

Michael Cear is a financial advisor at Summit Financial, LLC with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Summit Financial in 2018, he worked at Summit Equities Inc and Summit Financial Resources, Inc. Mr. Cear also engages in insurance brokerage activities, earning compensation from the sale of insurance products. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients through 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Nicholas Giamarino is a financial advisor at Hennion & Walsh Asset Management, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Merrill Lynch. Outside of his advisory work, he has ownership in a printing-related business entity. 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 using both discretionary and non-discretionary management, employing fundamental and technical analysis across multiple asset classes.

Michael Doyle is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at Cary Street Partners and Luxon Insurance Services since 2017 and was self-employed from 2011 to 2017. Outside of advisory work, he is a managing member and partner of DDGS Associates, LLC, a residential real estate investment partnership focused on acquisitions and rentals. 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, access to alternative and private funds, and integrated lending and insurance solutions, employing a range of traditional and alternative investment strategies.

Bradley Repinsky is a financial advisor at SEIA with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and its affiliated entities for a decade before joining SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and an Investment Committee, offering both discretionary and non-discretionary managed-account programs.

Andrew Moss is a CFP® professional with 30 years of experience in the financial services industry. He has been with Summit Financial, LLC since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for over two decades. Outside of his advisory work, Mr. Moss serves on the investment committee of the United Synagogue of Hoboken and manages financial duties for two commercial condominium associations in Hoboken, NJ. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client preferences.

Justin Calderon is a financial advisor with Santander Securities LLC, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has worked at Santander Securities and Santander Bank since 2018 and previously spent two years at People's United Bank and one year at International Home Care Services. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and additional financial products, utilizing third-party discretionary managers and maintaining oversight through its multi-team structure.

Samantha Booth is a CFP®, ChFC®, and Series 66 licensed advisor with six years of industry experience. She currently works at Beacon Trust and previously held roles at Orange Investment Advisors, Bank of America, Merrill Lynch, Haymarket Wealth Management, Market Street Mission, and Drew University. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities with financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach focused on risk diversification, tax-aware management, and customization, and it maintains affiliations with a chartered trust company and a bank holding company.

Stephen Bene is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds the Series 66 designation and has previously worked with firms including C2P Capital Advisory Group and One Team Financial. In addition to his advisory role, he is involved in business health insurance services as a registered insurance agent. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its managed account platform.