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 an investment advisor representative at Siebert AdvisorNXT, LLC with 43 years of industry experience. He has been with Muriel Siebert & Co., Inc. since 1999 and splits his time evenly between that firm and Siebert AdvisorNXT, both of which are under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program. The firm uses algorithmic portfolio construction based on Modern Portfolio Theory and offers a combination of automated strategies with dedicated advisor support, managing accounts on both discretionary and non-discretionary bases.

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.

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.

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. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Brookfield Oaktree Wealth Solutions LLC, and Oppenheimerfunds. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets with 52 advisors. The firm serves individual, retirement plan, and institutional clients, offering portfolio management, financial planning, and specialized advisory services including annuity management and digital asset programs.

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.

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 advising at Mission Wealth Management, LP. Prior to joining the firm, Atoro worked at Walmart and IBM. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion in assets, serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, personalized portfolio management, financial planning, and institutional services using a tiered service model and a long-term investment approach that includes alternative investments and third-party sub-advisors.

Linda Hilton is a CFP® with six years of experience in the financial industry. She currently works at Simplicity Wealth and has previously been involved with LifePro Asset Management, Triumph Planning Solutions, and Mantell, Prince & Reynolds PC. Outside of her advisory role, she owns a tax and accounting practice where she serves as a CPA. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and financial firms, offering services from financial planning to managed account platforms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combined with ongoing portfolio monitoring and third-party manager oversight.

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. Her prior experience includes roles at IDB Bank, IDB Lido Wealth, LLC, and GBS Finance. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing services such as financial planning, portfolio management, and retirement-plan advisory. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets through both discretionary and non-discretionary strategies, often utilizing third-party managers and technology platforms.

John Acevedo is a financial advisor at Santander Securities LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2013. Outside of his financial career, he is a musician and musical director for the quintet Afrocuba. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, with investment advice delivered through a managed-account platform that utilizes third-party managers and a centralized implementation process.