Diane Taylor is a CFP® with 19 years of experience in financial advising. She currently works at Merit Financial Advisors and has a background that includes roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, and several other firms. Outside of advising, she operates a sole proprietorship providing income tax preparation services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation with portfolio management overseen by an internal team, and supports both discretionary and non-discretionary accounts.

Maria Millner is a financial advisor at Arax Advisory Partners with 14 years of industry experience. She holds a Series 66 license and has previously worked at Merrill, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Millner is a co-founder and board member of The Aubrey Foundation, a nonprofit organization involved in event organization and administration. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, private fund advisory, and wrap fee programs, utilizing both traditional and alternative investments along with AI-enhanced research and operations.

Rae Kim is a financial advisor at Capital Analysts with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2012. Kim also owns Kim Financial Group, which provides insurance and retirement planning services. Additionally, she has an ownership interest in a real estate business managed through a third party. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, and institutions, offering portfolio management and retirement-plan advice through a network of independent advisors and firm-managed programs. The firm combines discretionary and non-discretionary investment management supported by an in-house research team using a proprietary screening process.

Tyler Zaborsky is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Stifel and GWN Securities, among other firms. Outside of his advisory work, he is involved as CFO in a business creating memorial videos. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across multiple offices and advisors. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad network of affiliated entities and service providers.

Brian Mcgann is a financial advisor with Beacon Trust in Morristown, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Beacon Investment Advisory Services, Inc. since 2017 and previously worked at UBS from 2015 to 2017. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages over $4 billion in discretionary assets and delivers investment advice through an open-architecture platform that combines in-house strategies, factor-based models, and independent managers with an emphasis on tax awareness and customized fixed-income portfolios.

Jeffrey Faller is a Series 66 registered advisor at Capital Analysts with eight years of industry experience. He has worked at Lincoln Investment Planning, LLC since 2018 and previously spent four years at Sacred Heart University. In addition to his advisory role, he is involved in insurance sales through The Faller Company LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and firm-managed programs.

Robert Ionescu is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Merrill from 2013 to 2021. Outside of finance, he is a member of an LLC that owns a retail women’s clothing store operated by his wife. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm uses a blend of fundamental and technical analysis and offers multiple program structures across various asset classes, managing approximately $768.8 million for about 1,087 clients through a team of 73 advisors.

David Baranek is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at several related firms including Summit Financial Resources, Inc. and Summit Equities, Inc. In addition to his advisory role, Mr. Baranek manages an accounting firm where he performs tax preparation and related services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Mark Conway is a financial advisor at Snowden Capital Advisors LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fieldpoint Private Securities, LLC for 10 years before joining Snowden Capital Partners in 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach with access to third-party managers and global custodian platforms.

Mark Ramos is a financial advisor at FourStar Wealth Advisors, LLC in Warren, NJ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has previously worked at firms including LPL Financial, Principal Securities, Principal Life Insurance Company, and J.P. Morgan Securities. FourStar Wealth Advisors serves a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis to tailor investment portfolios across mutual funds, ETFs, individual securities, options, and independent managers, while providing financial planning, wealth management, and retirement plan consulting.

Andrew Massey is a financial advisor at Cary Street Partners in Morristown, NJ, holding a Series 65 designation with three years of industry experience. His prior roles include positions at BNY Mellon|Pershing and iConnections. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies through its affiliated asset manager, serving notable institutional niches such as state and municipal government entities and insurance company clients.

Michael Spitaletta is a financial advisor at Hennion & Walsh Asset Management, Inc. with nine years of industry experience. He has been with Hennion & Walsh since 2016 and holds Series 63 and Series 65 licenses. 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 manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors, employing a range of investment strategies across multiple asset classes and program structures.

Steven Weinman is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and 44 years of industry experience. He has held multiple roles within Summit-affiliated companies since 1982 and currently serves as CEO of LS Securities, LLC, CEO of Summit Risk Management, LLC, and President of Summit Advisor Services, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 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 approaches.

Jon Betlow is a CFP® and ChFC® with 32 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. Outside of his advisory role, he serves as a board member of the Met Golf Association and is an officer in Marini Method, LLC, a CPA and bookkeeping business owned by his spouse. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, businesses, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management strategies, combining third-party managers, proprietary models, and technology-driven operational support.

John Duffy is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at multiple Summit-affiliated firms since 2015 and spent time at Merrill and New England Securities earlier in his career. 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 preferences.

Frank Imbriaco is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. He has been with Hennion & Walsh since 2005. 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 across multiple asset classes and strategies.

Ryan Edwards is a CFP®-certified financial advisor with 16 years of industry experience. He currently works at Intrua Financial, where he has been since 2021, and previously held advisory roles at Intrua Advisory Group LLC and LPL Financial. Edwards is involved with 836 Wealth Management, a non-investment-related business entity used for tax and investment purposes. Intrua Financial is a multi-team SEC-registered advisory firm with approximately $1.75 billion in regulatory assets under management and 37 advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement plans, utilizing a combination of fundamental, modern portfolio, technical, and cyclical analyses to build customized investment strategies implemented through direct management, model portfolios, and third-party managers.

Kyle Stawicki is a financial advisor at SAX Wealth Advisors, LLC with 17 years of industry experience. He has been with SAX Wealth Advisors, formerly SMF Financial Advisors, since 2006. Kyle holds a Series 65 designation. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, 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 mutual funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

Steven Frerichs is a financial advisor at Hennion & Walsh Asset Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Garden State Securities, Inc. and various non-financial positions. Hennion & Walsh Asset Management 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 for over 1,000 clients through a team of 73 advisors, employing a combination of fundamental and technical analysis across diverse asset classes and program structures.

Leonard Dandridge is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Regal, he worked at Floor and Décor and Cornerstone Wealth Associates. Outside of his advisory role, he is active as an insurance agent and investment advisor representative through affiliated businesses. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.