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 19 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. In addition to his advisory work, he is a partner and part-owner of 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, business entities, and charitable organizations. The firm employs a variety of portfolio management approaches and integrates technology and operational outsourcing into its service model.

Matthew Mc Cormack is a financial advisor at Simplicity Wealth with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of advising, he serves as an accounting intern at Monmouth Ocean Education Services. Simplicity Wealth serves a broad client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers technology and operational services such as a private-label asset management platform and a third-party model manager program.

Alexandra Kennedy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Lifeworks Advisors, LLC since 2026, and previously at Rockefeller Capital Management and First Republic Investment Management. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

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.

Patrick Daly is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc for 15 years. In addition to his advisory role, Daly is involved with LaSalle St. Insurance Services, providing annuity and insurance products to clients. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and charitable organizations. The firm employs both non-discretionary and discretionary investment approaches, managing a substantial amount of assets primarily through its non-discretionary LaSalle St. Asset Management Program (LAMP).

Salvatore Gambino is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017, with prior experience at HSBC Bank USA and HSBC from 2006 to 2017. Gambino also provides investment advisory services through independent firms including Gladstone Institutional Advisory, LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing diverse investment strategies tailored at the representative level.

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.

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.

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.

Bradley Repinsky is a financial advisor at SEIA with 20 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments and its related entities from 2015 to 2025 before joining SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using quantitative and qualitative research and manages assets primarily on a non-discretionary basis.

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.

Thomas Roche is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and bringing 27 years of industry experience. He is also a partner at O'Connor Davies LLP, an accounting and consulting firm, a role he has held since 2014. Roche serves as a trustee for multiple family trusts, managing administrative functions related to trust accounts. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified portfolios aligned with client objectives and risk tolerance, supported by integrated services including tax planning, bookkeeping, payroll, and estate planning through third-party providers.

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 with Simplicity Wealth and holds a Series 66 credential. He has 14 years of industry experience, including roles at C2P Capital Advisory Group and Beneficial Wealth. He is also a registered insurance agent servicing a business health insurance book of business. Simplicity Wealth serves a diverse client base, ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside offering technology-driven advisory and operational solutions for advisers.

David Pasi Jr. is a financial advisor at CW Advisors, LLC with one year of industry experience. He previously worked at Delta Financial Group, Inc. for 14 years. Outside of his advisory role, he serves as treasurer and property manager for Bambino Properties LLC and manages private equity investment opportunities as a manager of 7103 Lily Way LLC. CW Advisors serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities, providing wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach utilizing a combination of active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services to other independent advisers.