Brian Ream is a CFP® professional with 34 years of industry experience, currently serving as an advisor at SAX Wealth Advisors, LLC. He previously worked for CliftonLarsonAllen LLP and its wealth advisory affiliate for a combined total of ten years. In addition to his advisory role, he is a Principal of the parent accounting firm, CliftonLarsonAllen LLP. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individual clients, retirement plans, trusts, charitable organizations, and businesses. The firm emphasizes long-term, evidence-based asset allocation using low-cost, passive funds and supplements portfolios with customized fixed-income strategies, sub-advisers, and alternative investments.

Frani Feit is a CFP® professional with 13 years of industry experience, currently serving at Advisors Capital Management, LLC since 2020. Prior to this, Feit worked at Cary Street Partners, Tradition Asset Management, and Tradition Capital Management LLC. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and specialized solutions such as municipal fixed-income portfolios.

Mark Feldman is a CFP® professional with 26 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group, LLC. He is also an independent insurance agent providing fixed insurance and annuity advice. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, and corporate entities. The firm employs a combination of proprietary models, third-party managers, and custodian programs to manage client portfolios, primarily on a discretionary basis.

Brittany Halpern is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and eight years of industry experience. She has been with Summit Financial in various capacities since 2013 and concurrently associated with Purshe Kaplan Sterling Investments since 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Roman Leniw is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Realta Investment Advisors, Inc., Realta Equities Inc., and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a partner and owner of Key Client Financial Advisors, where he offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with outside manager options, allowing advisor representatives to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Brian Toole is a CFP® and ChFC® with eight years of experience in financial advisory roles. He currently works at OnePoint BFG Wealth Partners and previously held positions at Northwestern Mutual Wealth Management Company and other firms. 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 mix of proprietary models, third-party managers, and custodian-sponsored programs to manage client portfolios, with most assets managed on a discretionary basis.

Christo Terzidis is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has held positions at several firms, including PFS Investment Sinc, Primerica Financial Services, Ameriprise Financial Services, and Avantax Advisory Services. 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 variety of investment strategies across multiple asset classes, serving over 1,000 clients through a team of 73 advisors.

Julianna Roberto is a CFA® charterholder and holds a Series 63 license with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Northwestern Mutual Investment Management. 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 employs a combination of proprietary investment models, third-party managers, and custodian programs, with the majority of assets managed on a discretionary basis.

Cal Smith is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Trust Portfolios L.P. and Advisors Asset Management, Inc. prior to joining Hennion & Walsh in 2018. 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 uses a range of strategies across multiple asset classes and offers both discretionary and non-discretionary management through various programs, including wrap-fee and personalized UMA programs.

Karen Loschiavo is a financial advisor at Advisors Capital Management, LLC in Ridgewood, NJ, with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Advisors Capital Management since 2016. Advisors Capital Management serves a diverse client base including individuals, high‑net‑worth clients, employee benefit plans, and intermediary clients such as unaffiliated broker‑dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self‑directed brokerage solution, employing a blend of top‑down macro and bottom‑up fundamental, quantitative, and qualitative analyses.

Richard Beam Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Woodbury Financial Services and H. Beck, Inc. In addition to his advisory role, he is president of a CPA firm specializing in tax preparation and accounting services and serves as managing member of a third-party administration LLC for defined contribution and defined benefit plans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory programs. The firm combines individualized planning with discretionary and non-discretionary account management and provides access to various managed account solutions through its dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Kathleen Fortoul is a financial advisor at Citizens Private Wealth with 35 years of industry experience. She holds the Series 63 designation and has held previous positions at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, and UBS Financial Services. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary management alongside business consulting services for multigenerational and closely held business matters.

Frank Vanore is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and over 43 years of industry experience. He has been with Summit Financial since 2018 and previously worked at affiliate firms including Summit Financial Resources, Inc. and Summit Equities, Inc. Mr. Vanore also offers insurance products as a broker through various companies, including an affiliated firm. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management services, combining discretionary management with consultative programs that emphasize advisor-led monitoring and client trade approvals.

Anthony Rocchio is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Brighton Jones LLC and has previously worked at Ameriprise and TIAA-CREF. His career spans roles in financial planning and wealth management. Brighton Jones provides wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including its Personal CFO (PCFO) and OpenPlan offerings. The firm employs a whole-balance-sheet approach and combines discretionary portfolio management with recommendations across public and private investments, supported by an affiliated ecosystem of subsidiary companies.

Robert Hardwick is a CFP® with 11 years of experience in the financial industry. He has worked at Perigon Wealth Management, LLC since 2019 and previously held roles at Aljen Asset Management LLC and RLP Wealth Advisors, LLC. Hardwick is also a licensed insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management and oversees sub-advisors and wrap-fee programs, with a focus on individualized portfolio construction and ongoing formal reviews.

Joseph Rowek is a financial advisor at Summit Financial, LLC with 30 years of industry experience. He holds the Series 63 designation and has previously worked with Purshe Kaplan Sterling Investments, Summit Risk Management, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. Outside of his advisory role, Mr. Rowek maintains a limited law practice serving family and friends and serves on the advisory board of Conway Wealth Group. Summit Financial, LLC is an SEC-registered, multi-team firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of services including investment advisory, portfolio management, financial planning, and retirement plan advisory, combining discretionary and consultative approaches tailored to client needs.

Steven Smith is a financial advisor at The AmeriFlex Group with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cadaret, Grant & Co., Inc., Northeast Securities, Inc., LPL Financial, and Cambridge Investment Research, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple wrap program options.

Carli Piccolella is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at firms including Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The AYCO Company, L.P./Mercer Allied. Outside of finance, she was involved with the Bloomfield Recreation Department for over a decade. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, implementing investment strategies through both in-house models and independent advisors.

Brian Rieman is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, with 24 years of industry experience. He has been with Hennion & Walsh since 2001 and holds Series 63 and Series 65 licenses. 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 various asset classes.

Joseph Rodriguez is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience, all with his current firm since 1998. Hennion & Walsh 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 combination of fundamental and technical analysis across various asset classes and offers multiple program structures, serving over 1,000 clients with a team of 73 advisors.