Emil Rufolo is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 63 designation and has 24 years of industry experience. Prior to his current role, he worked with 1ST Global Advisors, Inc. and maintains a CPA practice, Emil S. Rufolo CPA PLLC. He serves as an executive board member for the Patriot Path Council of the Boy Scouts of America. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing roughly $7.57 billion in assets as of December 31, 2025.

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.

Marc Oceanak is a CFP® with eight years of industry experience, currently serving as a financial advisor at Beacon Trust in Morristown, NJ. His prior experience includes roles at MassMutual, Ameriprise Financial Services, and Scafa Financial Services, LLC. Oceanak is also involved with MRK Financial Solutions, where he provides investment services to clients. Beacon Trust offers financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and select business entities. The firm employs an open-architecture investment platform with a risk-first approach, integrating in-house strategies, independent managers, and tax-aware management, supported by its affiliation with a chartered trust company and ownership ties to a bank holding company.

Kevin Albrecht is a financial advisor at Novem Group with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including LPL Financial, Cetera, and The Provident Bank. In addition to his advisory role, he maintains a part-time insurance agent activity. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis to manage portfolios across a range of asset classes, offering both wrap and non-wrap management arrangements.

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.

Brian Macellara is a CFP® professional with one year of industry experience, currently serving at CW Advisors, LLC. He previously worked for nine years at Delta Financial Group, 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 that integrates active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies.

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.

Christopher Perrine is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Beacon Trust in Morristown, NJ. He has been with Beacon Investment Advisory Services, Inc. since 2015 and also maintains a role at Acertus Capital Management, LLC. 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 employs a risk-first investment approach across a diversified range of strategies and offers integrated trust and banking services through its affiliations.

Jennifer Hoffman is a financial advisor at Gladstone Wealth Partners with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and PNC Investments. Hoffman provides investment advisory services through an independent firm, Gladstone Institutional Advisory LLC. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers and utilizes a combination of discretionary portfolio management, third-party managers, and retirement-account technology.

Michael Holt is a CFP® with 22 years of industry experience, currently serving as an advisor at Beacon Trust since 2015. He is based in Morristown, NJ. 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 uses an open-architecture investment platform with a risk-first framework, incorporating tax-aware management and customized portfolio options.

Michelle Mackin is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her prior firms include LPL Financial, Private Advisor Group, and FCG Wealth Management. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate clients. The firm employs a variety of proprietary and third-party portfolio management strategies, with a focus on discretionary management and formal monitoring processes.

Alexis Miller is a financial advisor at OnePoint BFG Wealth Partners with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Morgan Stanley, Stellar Health, LPL Financial, and Purshe Kaplan Sterling Investments. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of proprietary models, third-party managers, and custodian platforms to implement client-specific investment strategies.

Alan Curley Jr. is a CFP® professional with 28 years of industry experience, currently affiliated with Capital Analysts. He previously worked at Legend Equities Corporation for 15 years before joining Lincoln Investment, where he has been since 2017. Curley serves as treasurer and manages investments for the Knights of Columbus Council 3359. Capital Analysts serves individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through a variety of programs. The firm’s investment decisions are guided by an in-house research team utilizing proprietary screening methods, with advisors providing custom portfolios, third-party manager selections, and ERISA retirement plan advisory services.

Daniel Aguanno is a CFP® professional with 18 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at LPL Financial and Private Advisor Group. 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 utilizes a variety of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

Farah Mirza is a financial advisor at Santander Securities LLC with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with Santander Securities since 2013, also working with Santander Bank since 2012. 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 other financial services, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing suitability reviews.

David Cottam is a financial advisor at Cary Street Partners with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at National Wealth Management, LLC from 2005 to 2022. He is the managing member of Equator Holdings, LLC, an investment holdings company focused on debt collection. 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 offers portfolio management, financial and retirement planning, alternative investments, and lending and insurance solutions, utilizing both third-party managers and in-house resources.

Thomas Harrison is a financial advisor at Hennion & Walsh Asset Management, Inc. with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Hennion & Walsh since 2015. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million across various program structures, employing both fundamental and technical analysis with long-term, short-term, and trading strategies across a range of asset classes.

Jason Brougham is a financial advisor at Summit Financial, LLC in Morristown, NJ, holding a Series 66 designation with five years of industry experience. He has worked at Summit Financial and APW Capital, Inc., among other firms, since 2019. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining both discretionary and consultative services tailored to client needs.

Leslie Vasvari is a CFA® charterholder and holds a Series 66 license, currently serving as an advisor at SAX Wealth Advisors, LLC. Leslie has 10 years of prior experience at Fiduciary Trust International before joining SAX Wealth Advisors in 2025. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to a diverse client base including high-net-worth individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds with a long-term orientation, and offers discretionary portfolio management alongside coordination with outside professionals.