Anthony Rossi is a financial advisor at Simplicity Wealth with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at The Leaders Group Inc. and Simplicity Group. His background also includes roles in public health and medicine, as well as work with UNICEF. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for other advisers through a turnkey asset management platform.

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.

Michael Sherman is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 66 licenses and 27 years of industry experience. He has been with Mutual of Omaha since 2010 and previously worked at Pathmark. Outside of his advisory work, he serves as a volunteer board member for his condominium homeowners association. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions through platform relationships and third-party managers, serving a range of client types including non-high-net-worth and high-net-worth individuals.

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.

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.

Marcel Hillary Smith is a financial advisor at Santander Securities LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander Securities and its affiliated firms since 2012. Outside of his advisory role, he owns a rental property in Rahway, NJ. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, using a managed-account platform with third-party investment managers and discretionary account management.

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.

Francis Milo is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Latitude Advisors and GWN Securities since 2010 and also operates the Frank G. Milo Insurance Agency, where he offers a range of individual and group insurance products. Latitude Advisors serves both individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of internally managed valuation and momentum models along with third-party strategies to manage client portfolios, typically on a discretionary basis.

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.

Giovanni Buzzetta is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities since 2017 and National Securities Corp from 2013 to 2017. Outside of advising, he serves as a CCD instructor for a Catholic church program in Helmetta, NJ. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers to meet client objectives.

Wayne Howell is a financial advisor at CW Advisors, LLC with 23 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining CW Advisors, he spent 13 years at Delta Financial Group and also operates an accounting and tax practice as a CPA. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and corporate entities, providing wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services to other independent advisers.

Timothy Checko is a financial advisor at Realta Investment Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Merrill and LPL Financial LLC. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and implements strategies using diversified asset allocation, operating the NOVA platform and various third-party manager programs.

Todd Engmann is a financial advisor at Cary Street Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the executor of an estate for a client. 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 employs a comprehensive investment approach that includes traditional and alternative strategies, combining third-party and in-house resources.

Ayman Ezzat is a financial advisor at Main Street Financial Solutions, LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Main Street Financial Solutions in 2018, he worked at Bank of America and Merrill from 2011 to 2018. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach with a focus on low-cost passive ETFs, actively managed funds, and individualized portfolio strategies, while also providing ERISA fiduciary consulting and using institutional and advisor-facing platforms.

Todd Scorzafava is a CERTIFIED FINANCIAL PLANNER™ professional at Wealthcare Advisory Partners LLC with 26 years of industry experience. He has held positions at LPL Financial and Greenberg & Rapp Financial Group. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework that integrates behavioral economics and proprietary quantitative measures to construct diversified, long-term portfolios.

David Hedley III is a financial advisor with Simon Quick Advisors, LLC, holding a Series 63 designation and over 31 years of industry experience. He joined Simon Quick Advisors in 2021 after six years with Ernst & Young Capital Advisors and Ernst & Young US. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering a range of services including wealth management, investment consulting, financial and tax planning, and administrative support. The firm employs a diversified investment approach involving independent managers, mutual funds, ETFs, and affiliated private funds, and it operates multiple affiliated private funds while providing integrated tax and back-office services.

Zachary Ross is an investment adviser representative at Independent Wealth Network, Inc. with nine years of industry experience. He holds a Series 66 credential and has held prior roles at firms including Emerson Equity LLC, Fidelity Investments, Equitable Advisors, and JP Morgan Chase Bank. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and may utilize third-party managers and oversight services to align client assets with broader financial plans.

Richard Spinner is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Transcend Wealth Collective, LLC and Edge Wealth Management. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight for portfolio management.

Christopher Wholehan is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TLG Advisors and Ohio State University. In addition to his advisory work, he has been involved with Wholehan Marketing Associates since 1994. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm offers a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside technology and operational services for advisers such as a private-label asset management platform and back-office support.

Lisa Guido is a financial advisor at Summit Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Summit Financial, she worked at Verizon for 11 years. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches to investment management.