John Higgins VII is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Consolidated Portfolio Review Corp. His prior experience includes roles at Personal CFO Solutions LLC, Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The Ayco Company, L.P./Mercer Allied. Consolidated Portfolio Review Corp is an SEC-registered firm 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 consulting, with investment strategies executed by independent advisors using a variety of asset allocation and analysis techniques.

Robert Barker is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management since 2004 and has also worked with Nationwide Planning Associates Inc. since 1993. Outside of his advisory role, Barker is involved in mortgage sales as a loan officer with GFI Mortgage. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Thomas Orecchio is a CFP®, CFA®, and ChFC® with 23 years of experience in the financial advisory industry. He has been with Modera Wealth Management, LLC since 2011. Outside of his advisory role, he serves as a trustee for a close personal friend, managing typical trustee responsibilities including trust administration and investment decisions. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selected independent managers.

Nicholas Di Palo is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Modera Wealth Management, LLC since 2026 and previously held roles at Cerity Partners LLC and Michael J. Porro & Co. Prior to his advisory career, he spent ten years in full-time education. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors by offering wealth and portfolio management, retirement plan consulting, and financial planning. The firm combines diversified asset allocation based on Modern Portfolio Theory with integrated accounting and tax services, supporting clients through a broad range of investment and ancillary offerings.

Joseph Spada is a CFP® professional with 42 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously spent 35 years with Summit Equities, Inc. and Summit Financial Resources. Outside of his advisory role, Mr. Spada is involved in nonprofit work, serving as chairman of the Tri County Scholarship Fund and as a board member of Several Sources Shelters, both organizations supporting community and social causes. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan services, combining discretionary and consultative approaches to portfolio management.

Kyle Wesley is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Private Advisor Group, and Purshe Kaplan Sterling Investments. He also serves as Chief Technology Officer at OnePoint BFG, overseeing the firm’s technology operations. OnePoint BFG 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 range of proprietary and third-party investment models, with most client assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

Matthew Stroup Sr. is a CFP® with 46 years of experience in the financial industry. He is currently with NPA Asset Management, LLC and has been with Nationwide Planning Associates, Inc. since 2010. Outside of his advisory role, he is the CEO and majority owner of 401 K Retirement Partners, LLC, a firm providing 401(k) consulting services. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and utilizing third-party sub-advisors for day-to-day trading.

Michael De Pol is a financial advisor at Blue Point Strategic Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Blue Point since 2012. De Pol is also an independent insurance agent affiliated with various agencies. Blue Point Strategic Wealth Management provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs model portfolios across multiple strategies and integrates both fundamental and technical analysis in managing client assets.

Jamahl Mahmood is a CFP® and ChFC® with 25 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2017, and has held prior roles at Purshe Kaplan Sterling Investments, Access Wealth Planning, NOAH'S ARK Financial Planning, and Northwestern Mutual Investment Management. Outside of his advisory work, Mahmood serves as a wedding officiant and is a board member of the AFK Foundation and the Glenwood Pier Condo Association. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach focusing on mutual funds and low-cost ETFs while also utilizing actively managed funds, individual securities, and alternative investments.

Gregg Heller is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1995. 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 featuring both discretionary and non-discretionary management, employing fundamental and technical analysis across multiple asset classes.

Russell Fiske is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including B. Riley Wealth Management, National Asset Management, Maxim Group LLC, Joseph Gunnar & Co. LLC, and Oppenheimer. He is currently based in Ridgewood, NJ. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and planning services, with an emphasis on international investing and management of pooled-vehicle accounts.

Kevin Strauss is a CFA® charterholder with 31 years of industry experience. He has worked at Advisors Capital Management, LLC since 2019 and previously spent 17 years at Abner, Herrman and Brock. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and model strategies across various asset classes.

Richard Gopin is a CFP® with 35 years of experience in the financial services industry. He is currently affiliated with Madison Avenue Securities, LLC and is the owner and president of Concordia Financial Group, Inc., where he is involved in the sales of life, disability, long-term care insurance, and fixed annuities. He has been with Madison Avenue Securities since 2005 and Concordia Financial Group since 2004. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of investment advisory services and account platforms, employing diverse analytical and allocation strategies.

Emil Hemsey is a CFP® professional with 15 years of experience in the financial services industry. He currently works at MissionSquare Retirement and MissionSquare Investment Services, where he has been since 2022. His prior experience includes roles at Pruco Securities, LLC, Prudential Insurance Company of America, and SagePoint Financial. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which features investment advice and model portfolios developed by Morningstar Investment Management.

Lorenzo Aufiero is a financial advisor at NPA Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with NPA Asset Management since 2005 and Nationwide Planning since 2002. Outside of his advisory roles, he works as a child support investigator for the Nassau County Department of Social Services. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of third-party sub-advisors.

Adam Johnston is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cetera Advisors LLC, and First Allied Securities, Inc. Outside of his advisory work, he contributes as a blogger on American Postliberal and writes about politics, history, philosophy, and technology at conquesttheory.com. 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 implements portfolios based on client-specific objectives and risk tolerances using a combination of third-party managers, custodian platforms, and proprietary models, supported by advanced technology and operational outsourcing.

Stephen Rinaldi is a financial advisor with ON Investment Management Company, holding a Series 63 designation and bringing 32 years of industry experience. He has worked with The O.N. Equity Sales Company since 1993 and Executive Pension Planning Corporation since 1979. In addition to his advisory role, he is also licensed to sell life and health insurance. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a mix of discretionary and non-discretionary programs often involving third-party managers.

Jennifer Leong is a CFP® with 18 years of industry experience. She is currently with SAX Wealth Advisors, LLC and has previously worked at Baker Avenue Asset Management LP, Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. SAX Wealth Advisors provides investment management, comprehensive financial planning, and specialized consulting to 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 and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

Allen Fassett is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Fassett has been with Hennion & Walsh since 1990. 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 utilizing both discretionary and non-discretionary management strategies across multiple asset classes.

Jake Hoke is a financial advisor with Summit Financial, LLC, holding a Series 65 designation. He has been with Summit Financial since 2022 and previously worked in education at several schools from 2016 to 2022. 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 offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.