Mary Bellofatto is a financial advisor at Simplicity Wealth with three years of industry experience. She holds a Series 65 designation and has held roles at multiple firms, including Benefit Providers LLC and Roseland Retirement Planning. Outside of her advisory work, Mary is involved in real estate sales through Blue Line Realty and serves as president of Retire Now LLC, focusing on insurance product sales. Simplicity Wealth provides advisory services to a diverse clientele, including individual investors, retirement plans, and institutional clients. The firm utilizes a fund-of-funds investment approach, combining ETFs, mutual funds, and individual securities, and offers technology and operational support to other advisers through its managed account platform.

Sean Donovan is a CFP® with 14 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Delta Financial Group, Inc. for 13 years. 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, with investment manager oversight conducted by an Investment Oversight Committee.

Marc Scudillo is a financial advisor with Prosperity - An EisnerAmper Company, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has previously worked at firms including Aurora Private Wealth and EverBank. Outside of his advisory role, he serves as Chief Financial Officer for two software technology companies and is Executive Vice President and a shareholder of an accounting firm. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach, managing approximately $5 billion in client assets, and emphasizes asset allocation and diversification through both discretionary and non-discretionary management strategies often involving third-party independent managers and model portfolios.

Lauren Cecala is a Series 65-licensed advisor at Beacon Trust in Morristown, NJ, where she has been with the firm since 2013. She has no prior industry experience before joining Beacon Trust. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals—including high-net-worth clients—as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and employs a multi-team advisory staff, delivering investment advice through an open-architecture platform with a risk-first framework and tax-aware management.

Michael Depasquale is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His career includes roles at Madison Rose Advisors LLC, Madison & Main Advisors LLC, Atlas Advisory Group, LLC, and Provident Mutual. He serves as an advisor for National Social Security Partners, LLC. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a multi-faceted approach supported by third-party sub-advisors and platform providers.

Sun Hyung Kim is a financial advisor at RMR Wealth Builders, Inc. with 19 years of industry experience. He previously worked at KeyBanc Capital Markets Inc. for nine years. Kim holds Series 63 and Series 65 licenses. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, organizing client relationships around registered investment adviser representatives who implement model-based allocation strategies.

Safet Musovic is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His prior experience includes roles at CitiGroup, LPL Financial, Northfield Bank, and Capital One Investing. Outside of his advisory work, he is involved as an owner of a rental property business in Newark, NJ. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and a centralized implementation process.

Hugh McDonald is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has been with Virtue Capital Management since 2016. Outside of his advisory work, he serves as president and owner of Atlantic College Planning, Inc., which provides college planning services. Virtue Capital Management is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and dynamic strategies alongside quantitative analysis and third-party manager selection to tailor portfolios to client objectives and risk tolerances.

Steven Pisano is a financial advisor at Simon Quick Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Simon Quick Advisors since 2016. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm utilizes a combination of proprietary quantitative analysis, due diligence, and ongoing monitoring to allocate assets among independent managers, mutual funds, ETFs, and private investment funds, and operates distinctive fund-of-funds structures and affiliated pooled vehicles.

Ori Pagovich is a financial advisor at Chelsea Advisory Services, Inc. with 27 years of industry experience. He holds the Series 63 designation and has previously worked at FSC Securities Corporation and OSAIC. Outside of his advisory role, Pagovich teaches in an after-school program with the nonprofit Makom NY. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach and manages diversified portfolios across multiple asset classes, generally on a discretionary basis.

Michael Kaup is a financial advisor with Gladstone Wealth Partners in Morristown, NJ, holding a Series 63 designation and 25 years of industry experience. His career includes tenure at MetLife Securities Inc. and LPL Financial, LLC, in addition to his current roles at Gladstone Wealth Partners and related affiliated advisory entities. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a large network of investment adviser representatives. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies.

Jake Schermerhorn is a CFP®-credentialed advisor with one year of industry experience, currently with Kintra Wealth, LLC. Prior to joining Kintra Wealth, he worked at Tupler Financial for three years and has additional experience at the University of Delaware, North Jersey Country Club, Oakland Pizzeria & Restaurant, and W's Bar & Grille. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and model-driven asset allocation with fundamental security analysis, applying these on a household basis to optimize tax efficiency and minimize duplicate holdings.

Eugene Mulvaney Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory methods and offers both discretionary and non-discretionary services, integrating in-house portfolio management with LPL-sponsored programs and algorithmic tools.

Tyler Whitehouse is a CFP® professional with 23 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2018. Prior to this, he worked at Calton & Associates, Inc. for ten years. Outside of his advisory role, he is involved with HR Ease LLC, a benefit administrative platform, and participates as a member of the From Tessa with Love Foundation, Inc., a nonprofit organization. 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 through portfolio management, financial planning, retirement plan consulting, and specialized services including digital-asset management and annuity programs.

Jason Apuzzio is a financial advisor at Beacon Trust with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services Inc. and PNC Investments LLC. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities, offering financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach with a risk-first framework and provides integrated trust and banking referral capabilities through its affiliation with a chartered trust company and bank holding company.

Michael Mac Dougal is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. Outside of advising, Mr. Mac Dougal sells firewood through a farmland property he owns in Hampton, NJ. 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 advisory and portfolio management programs with both discretionary and consultative services, financial planning, retirement plan advisory, and access to alternative investments.

Lawrence Bell is a CFP® with 34 years of industry experience and is currently with Summit Financial, LLC. He has held positions at Summit Financial since 2018, and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1991 to 2018. Outside of his advisory work, he serves as president of the Delbarton Athletic Boosters, a high school athletic booster program. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Jared Margolies is a financial advisor at Simplicity Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Axa Advisors, LLC for 15 years. Margolies is involved in compliance and investment relations with Simplicity Group Holdings. 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 investment approach with ETFs, mutual funds, and individual securities, offering model portfolios, independent managers, and optional overlays such as tax optimization and customized screening.

Spencer Fried is a financial advisor at Wealthcare Advisory Partners LLC with 15 years of industry experience. He holds a Series 66 designation and previously spent 15 years at Merrill. 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 supported by proprietary software and behavioral economics, combining passive and active investment strategies with dynamic rebalancing.

Michael Muratore is a financial advisor at Kingswood Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including J.P. Morgan Securities and LPL Financial. Outside of his advisory roles, he owns and manages real estate entities, Chateau Income and Equity, LLC and Marshall Capital Management, LLC. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management and financial planning through an open-architecture platform, frequently employing third-party managers and supporting insurance-linked accounts.