Tyler Zaborsky is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel and GWN Securities, among other firms. Outside of his advisory work, he is involved as CFO in a business creating memorial videos. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across multiple offices and advisors. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad network of affiliated entities and service providers.

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.

Angelo Guerriero is a financial advisor at Siebert AdvisorNXT, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Muriel Siebert & Co., Inc. since 1999. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based portfolio management platform with access to third-party and independent managers, using a mix of Modern Portfolio Theory, fundamental and technical strategies, and sub-advised solutions.

Jeffrey Faller is a Series 66 registered advisor at Capital Analysts with eight years of industry experience. He has worked at Lincoln Investment Planning, LLC since 2018 and previously spent four years at Sacred Heart University. In addition to his advisory role, 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, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and firm-managed programs.

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 at FourStar Wealth Advisors, LLC in Warren, NJ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has previously worked at firms including LPL Financial, Principal Securities, Principal Life Insurance Company, and J.P. Morgan Securities. FourStar Wealth Advisors serves a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis to tailor investment portfolios across mutual funds, ETFs, individual securities, options, and independent managers, while providing financial planning, wealth management, and retirement plan consulting.

Andrew Massey is a financial advisor at Cary Street Partners in Morristown, NJ, holding a Series 65 designation with three years of industry experience. His prior roles include positions at BNY Mellon|Pershing and iConnections. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies through its affiliated asset manager, serving notable institutional niches such as state and municipal government entities and insurance company clients.

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® at Prosperity - An EisnerAmper Company with one year of experience in the financial industry. He has been associated with EisnerAmper LLP since 2014 and Eisner Advisory Group LLC since 2021. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs asset allocation and diversification strategies, utilizing third-party managers and technology platforms to support its service offerings.

Adam Scharf is a financial advisor at RMR Wealth Builders, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Hightower Advisors. Prior to his financial career, he spent over a decade with Stern Keiser & Panken LLP in the legal sector. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through various program options.

Keith Stecker is a financial advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding Series 65 and Series 63 licenses and 23 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, Brookfield Oaktree Wealth Solutions LLC, and Oppenheimerfunds. RMR Wealth Builders, Inc. is a multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan services, sub-advisory solutions, and specialist advisory programs including annuity and digital asset management.

Ryan Edwards is a CFP®-certified financial advisor with 16 years of industry experience. He currently works at Intrua Financial, where he has been since 2021, and previously held advisory roles at Intrua Advisory Group LLC and LPL Financial. Edwards is involved with 836 Wealth Management, a non-investment-related business entity used for tax and investment purposes. Intrua Financial is a multi-team SEC-registered advisory firm with approximately $1.75 billion in regulatory assets under management and 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement plans, utilizing a combination of fundamental, modern portfolio, technical, and cyclical analyses to build customized investment strategies implemented through direct management, model portfolios, and third-party managers.

Leonard Dandridge is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Regal, he worked at Floor and Décor and Cornerstone Wealth Associates. Outside of his advisory role, he is active as an insurance agent and investment advisor representative through affiliated businesses. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

Keith Schaber is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he operates College Point Tax Service, providing tax preparation services, and serves as a trustee and executor for the Harvey Whiting Trust and Estate. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers.

Kenneth Dugan is a CFP® with 22 years of industry experience, currently serving at Leo Wealth, LLC. He has held roles at affiliated entities including Leogroup Wealth Solutions, LLC and Leogroup Fund Services, LLC since 2013. He also maintains an active insurance license. Leo Wealth, LLC serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based and single-stock systematic strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

Shinaola Atoro is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Prior to joining Mission Wealth Management, Atoro held positions at Walmart and IBM. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, philanthropy, and risk planning, utilizing a blend of internal management and select third-party sub-advisors.

Linda Hilton is a CFP® with six years of industry experience, currently serving at Simplicity Wealth. She has prior experience at LifePro Asset Management and maintains ongoing roles in tax and accounting as a CPA, including ownership of a tax and accounting practice and involvement in a tax planning and litigation firm. 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 uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for other advisers through its managed account platform.

Alexander Salton is a CFP® with 16 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. His prior roles include positions at Raymond James Financial Services and Legg Mason Asset Management. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors, serving individuals, retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with offerings that include specialist advisory options such as annuity management and a discretionary Digital Asset management program.

Ana Bou Goldsmith is a financial advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at IDB Lido Wealth, IDB Bank, GBS Finance, and Merrill. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and consulting services. The firm emphasizes asset allocation and diversification, utilizing third-party independent managers and model portfolios as part of its investment approach.