Alan Curley Jr. is a CFP® professional with 28 years of industry experience, currently affiliated with Capital Analysts. He previously worked at Legend Equities Corporation for 15 years before joining Lincoln Investment, where he has been since 2017. Curley serves as treasurer and manages investments for the Knights of Columbus Council 3359. Capital Analysts serves individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through a variety of programs. The firm’s investment decisions are guided by an in-house research team utilizing proprietary screening methods, with advisors providing custom portfolios, third-party manager selections, and ERISA retirement plan advisory services.

Daniel Aguanno is a CFP® professional with 18 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at LPL Financial and Private Advisor Group. 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 utilizes a variety of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

David Cottam is a financial advisor at Cary Street Partners with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at National Wealth Management, LLC from 2005 to 2022. He is the managing member of Equator Holdings, LLC, an investment holdings company focused on debt collection. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, alternative investments, and lending and insurance solutions, utilizing both third-party managers and in-house resources.

Yun Ze Feng is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. Prior to joining Santander in 2022, he worked at Key Investment Services and MUFG Union Bank. Feng is also the Chief Operating Officer and co-owner of Finwise Tech, LLC, a firm focused on developing a digital platform to streamline referrals. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to various financial products. The firm delivers investment management primarily through the FMAX wrap-fee platform, leveraging third-party discretionary managers and maintaining an affiliated banking relationship.

Jason Brougham is a financial advisor at Summit Financial, LLC in Morristown, NJ, holding a Series 66 designation with five years of industry experience. He has worked at Summit Financial and APW Capital, Inc., among other firms, since 2019. Summit Financial, LLC is a 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, combining both discretionary and consultative services tailored to client needs.

Dawn Avallone is a financial advisor at Beacon Trust with seven years of industry experience. She holds a Series 65 designation and has worked at Beacon Trust since 2018. Prior to that, she was with the Law Offices of Jane F. Wolk LLC for four years. 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 regulatory assets and offers an open-architecture investment platform combining in-house strategies, separately managed accounts, ETFs, mutual funds, and independent managers, emphasizing risk diversification and tax-aware management.

Tori Benjamin is a CFP® with 12 years of industry experience. She is currently with CW Advisors, LLC and previously worked at Delta Financial Group, Inc. and Nationwide Planning Associates, Inc. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and portfolio management.

Joseph Macellara is a CFP® professional with 13 years of industry experience. He has worked at CW Advisors, LLC since 2025 and previously spent 34 years with Delta Financial Group, Inc. Macellara is also a partner in a real estate business outside of his advisory work. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and sub-advisory solutions.

Michael Klein is a CFP® with nine years of industry experience, currently serving as an advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, Bleakley Financial Group, Private Advisor Group, and LPL Financial. 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 range of proprietary and third-party investment models, with most client assets managed on a discretionary basis.

Anthony Holden is a financial advisor at OnePoint BFG Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Private Advisor Group. He also provides administrative support to Bleakley Financial Group, an independent investment advisor firm. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a range of proprietary and third-party investment models, with most client assets managed on a discretionary basis, and uses technology tools such as AI-assisted meeting transcription to support its processes.

Stanley Gregor is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at LS Securities, LLC and various Summit-affiliated entities. Outside of his advisory work, he is involved with a restaurant and brewery business, dedicating several hours monthly on weekends. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients through 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with opportunities for customization and access to alternative investments.

Timothy Scherwa is a financial advisor with Capitol Securities Management, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He joined Capitol Securities in 2017 after roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as volunteer president of his local homeowner's association and is a board member of the Rockaway Township Zoning Board of Adjusters. Capitol Securities Management serves individual, institutional, and corporate clients, including high-net-worth individuals, offering portfolio management, financial planning, and consulting services through both advisory and brokerage platforms. The firm provides investment advice via discretionary and non-discretionary programs, model portfolios, and third-party money managers.

John Voigt Jr. is a CFP® professional with 39 years of industry experience, currently affiliated with OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Private Advisor Group. He also provides fixed insurance advice in addition to his financial advisory services. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models with a focus on discretionary portfolio management and uses technology tools to support client service and recordkeeping.

Mark Chioda is a Series 65–licensed advisor at Tucker Asset Management LLC with six years of industry experience. He has worked at Tucker Asset Management since 2019 and previously was with Strategic Retirement Solutions, LLC. Outside of his advisory role, he operates as an independent insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation process to manage portfolios across various strategies, including alternative investments, and delivers services through a network of independent investment adviser representatives.

Joseph Marrocco is a CFP® designated financial advisor with 12 years of industry experience. He currently works at CW Advisors, LLC and has previously been with Delta Financial Group, Inc., Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and portfolio management.

Richard Wright Jr. is a CFP® professional with 36 years of experience in the financial services industry. He currently works at OnePoint BFG Wealth Partners and has held previous roles at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party investment models, managing the majority of client assets on a discretionary basis with formal monitoring and rebalancing processes.

Francis Gargano is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. He previously worked at Concourse Financial Group Securities Inc and Ameritas Investment Corp. Gargano is also the president and owner of Financial Independence Network LLC, where he provides insurance and investment product sales and advisory services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, incorporating modern portfolio theory and other analytical methods.

Brooke Hardiman is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and six years of industry experience. She previously worked at Private Advisor Group and LPL Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a variety of portfolio management models and integrates technology and operational outsourcing into its service delivery.

Ryan Curran is a CFP® and Series 66-registered advisor at OnePoint BFG Wealth Partners with four years of industry experience. Prior to joining the firm, he worked at Bank of America and Merrill. Ryan has a background that includes experience at Rutgers University and service at Rockaway River Country Club. OnePoint BFG Wealth Partners serves a broad client base including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides customized financial planning and wealth management through a combination of proprietary models, third-party managers, and custodian platforms.

Laurence Sobin is a financial advisor with Packerland Brokerage Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 17 years with Packerland. Sobin also operates Sobin Financial Group as a financial consultant, focusing on life, health, long-term care, disability insurance, fixed and indexed annuities, and Medicare supplements. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a range of investment solutions, including third-party money managers and advisory programs on the Hilltop-environment platform.