Lisa Manzolillo is a CFP® professional with 24 years of industry experience. She has been with Simon Quick Advisors, LLC since 2018 and previously worked at Modera Wealth Management, LLC. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, and financial planning. The firm uses a combination of proprietary quantitative analysis, in-person due diligence, and ongoing monitoring to allocate client assets among independent managers, mutual funds, ETFs, and private investment funds.

Maria Tychi Kefalas is a financial advisor at Santander Securities LLC with 34 years of industry experience. She holds Series 63, 65, and 66 licenses. Her career includes roles at Santander Bank, Cetera, People's United Bank, and Investors Bank. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily using third-party discretionary managers within multi-strategy platforms.

Christopher Lester is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include work with Eagle Team, Producer Partners Group, Retirement Wealth Advisors, and several other firms. Outside of advisory work, he is involved with Harley Madison Photography LLC, advising on marketing and website development. Simplicity Wealth serves a wide range of clients including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, supporting advisers with technology and operational services such as a private-label asset management software and a third-party model manager platform.

John Feeney is a financial advisor with Capital Analysts in Cranford, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Lincoln Investment Planning for seven years and Axa Advisors, LLC for ten years. In addition to his advisory role, Feeney serves as a Group Relationship Manager at Bergin Agency, focusing on building and maintaining relationships with employer-sponsored retirement plans. 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 through various models and emphasizes a fiduciary role with tailored investment approaches supported by an in-house Investment Management & Research team.

Erin Mc Cann is a financial advisor at Simplicity Wealth with 15 years of industry experience. She holds Series 63 and Series 65 designations and has held roles at The Leaders Group Inc and Simplicity Group Holdings. Outside of her advisory work, she is the managing director of the McCann Family Foundation, a family charitable foundation. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, offers model portfolio management with discretionary authority, and provides a technology platform for advisers including tax optimization and independent manager due diligence.

Howard Reizun is a CFP® professional with 26 years of industry experience, currently serving at Kestra Private Wealth Services, LLC since 2021. He previously worked at TIAA-CREF from 2006 to 2021. Reizun is a managing partner at Evoke Wealth Management and operates as the sole proprietor of HKR Wealth, a tax entity. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and advisory services, supporting independent advisor decision-making alongside supervisory oversight.

Jerry Aroneo is a financial advisor with Wealthcare Advisory Partners LLC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Wealthcare in 2024, he spent seven years at CITIGROUP. Aroneo is also involved in insurance sales on a limited basis. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach utilizing patented software and behavioral economics frameworks, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Rodger Thomas is a financial advisor with Nfsg Corporation based in Roselle Park, NJ, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Newbridge Securities Corporation and multiple other firms during 2010 to 2018. Outside of his advisory work, he serves as volunteer president of Roselle Park Hometown Heroes and is involved with Boy Scout Troop 58 as a volunteer treasurer and adult leader, as well as participating in church finance and trustee roles. Nfsg Corporation provides investment advisory and financial planning services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, wrap-fee programs, and access to third-party asset managers, employing diversified portfolio construction and continuous account monitoring.

Anthony Santoro is a financial advisor at Simon Quick Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Arista Wealth Advisors, Ltd and Northwestern Mutual. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a range of investment strategies and operates multiple affiliated private funds, combining private fund sponsorship with integrated tax and back-office offerings.

John Sokolowski is a financial advisor with RMR Wealth Builders, Inc. He holds the Series 66 designation and has 19 years of experience in the industry. His prior roles include positions at The Roosevelt Investment Group and Unified Financial Securities. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on a discretionary or non-discretionary basis.

Angela Hopkins is a financial advisor with Capitol Securities Management, Inc. in Sparta, NJ, holding a Series 66 designation and 19 years of industry experience. She has been with Capitol Securities since 2009 and previously worked at Talbots from 2018 to 2020. Outside of her advisory role, she serves on the Membership Committee for BNI Business Developers, where she engages with and monitors membership. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm offers asset management through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios, with investment advice delivered by its network of representatives who manage accounts using a range of securities and strategies.

Jennifer Aimone Seiler is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at RMR Wealth Builders since 2019 and has been associated with Calton & Associates, Inc. since 2012. Outside of advisory duties, she is involved in insurance sales, representing various companies in life, health, disability, annuities, and long-term care insurance. RMR Wealth Builders is a multi-team SEC-registered investment 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 combination of discretionary and non-discretionary strategies.

Susan Hayes is a financial advisor at Beacon Trust with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fahnestock & Co., Inc. for 13 years before joining Beacon Trust in 2016. 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 that emphasizes risk diversification, tax-aware management, and customization, supported by its affiliation with a chartered trust company and bank holding company.

Liza Cifelli is a financial advisor at Cumberland Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Morgan Stanley Smith Barney LLC, State Street Global Markets, and John Hancock prior to joining Cumberland Advisors in 2026. Cumberland Advisors serves high-net-worth individuals and institutional clients including retirement plans, corporations, foundations, and government entities. The firm provides discretionary portfolio management focused on active fixed-income strategies and ETF-based equity approaches, alongside consulting and financial planning services.

Brogan O'Connor is a CFP® and holds a Series 66 license, with 12 years of experience in the financial services industry. He has worked at Sentinel Benefits & Financial Group for 11 years before joining RMR Wealth Builders, Inc., where he has been since 2024. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and digital-asset management, with a distinctive approach that integrates insurance product sales and a variety of specialized service lines.

Peter Savva is a financial advisor at Leo Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked in disclosure monitoring at Olden Lane Securities, LLC. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients by offering portfolio management, financial planning, model portfolio management, fiduciary services, and consulting. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies and utilizes a combination of internal and third-party resources to construct diversified, risk-tiered allocations.

Pablo Benavides Palma is a financial advisor at Santander Securities LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities since 2022, with prior experience at Santander Bank, NA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and delivers investment advice through a managed-account platform featuring third-party investment managers and discretionary account management.

Gyssel Materon Arboleda is a financial advisor at Santander Securities LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Santander Securities and Santander Bank since 2018. Outside of finance, he operates G.Materon Photography LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across some 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Eric Passin is a financial advisor at Savvy with 33 years of industry experience, holding Series 63 and Series 66 licenses. His prior roles include positions at Farther Finance Advisors and Prudential Insurance Company of America. Outside of his advisory work, he is an insurance agent affiliated with DPL Financial Partners. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, providing a range of investment and financial planning services. The firm customizes investment plans based on client objectives and employs a primarily index-based, long-term approach while incorporating active equity portfolios, tax-aware strategies, and specialized sub-adviser solutions.

Cornelius O'Reilly is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds Series 63 and Series 65 licenses and has a legal background, having worked at The O'Reilly Law Firm PLLC and LoPresti & O'Reilly LLP. Outside of advising, he owns Summit Estate Planning Group, PLLC, a law firm focused on estate planning and trust administration. Integrity Advisory Solutions serves individual, high-net-worth, trust, estate, and business clients through a network of approximately 100 independent advisors managing around $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and uses various analytical and asset-allocation strategies supported by multiple third-party platforms.