Mark O’Leary is a financial advisor at Summit Financial, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. In addition to his advisory role, he is involved in insurance brokerage through affiliated companies and manages an investment advisory 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 a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Jonathan Guerrieri is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the CFP® and Series 66 designations and has 11 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. Outside of advising, he assists with payroll and bookkeeping for a family waste management business. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, proprietary models, and custodian platforms to implement client-specific investment strategies.

Justin Yoon is a financial advisor at Hennion & Walsh Asset Management, Inc. with 27 years of industry experience, having worked at the firm since 1999. He holds the Series 63 and Series 65 designations. 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 employs a combination of fundamental and technical analysis across various asset classes and offers multiple program structures, managing approximately $768.8 million for over 1,000 clients.

Constance Herrstrom is a CFP® professional with 16 years of industry experience, currently advising at SAX Wealth Advisors, LLC. She spent 32 years at Premier Financial Planning, Inc. before joining SAX Wealth Advisors in 2026. SAX Wealth Advisors offers investment management, comprehensive financial planning, and wealth-management services to individual clients, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset-allocation strategy primarily using low-cost, passively managed mutual funds and ETFs, supplemented by customized fixed-income ladders and third-party sub-advisers.

William Roll III is a financial advisor at NPA Asset Management, LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2010. Outside of his advisory work, he serves as a soccer goalie coach at Brewster High School in New York. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Robert Stewart Jr. is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. He has held roles at Kovack Advisors and Kovack Securities since 2008 and previously worked at First Montauk Securities Corp. from 2005 to 2008. Outside of his advisory work, he serves as a trustee and coach for the Park Ridge Athletic Association, organizing and coaching youth sports programs. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension plans, charitable organizations, and government entities, offering portfolio management, financial planning, and sub-advisory services through a mix of internally created models and third-party managers.

Jonathan Hyer is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Hennion & Walsh in 2017, he worked at Rowan University from 2013 to 2017. 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 with a range of strategies across multiple asset classes and offers various program structures including wrap fee Portfolio Management Programs, Personalized UMA programs, and supervisory services for affiliated unit investment trusts.

Jonathan Shen is a CFP® professional with 11 years of industry experience. He is currently with SAX Wealth Advisors, LLC and has previously worked at firms including LPL Financial, JPMORGAN Securities, and Private Portfolio Partners. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, evidence-based asset-allocation strategies using low-cost, passively managed funds, supplemented by customized fixed-income ladders and specialized advisory services.

Maxwell Buchanan is a CFP® and Series 66-registered advisor with OnePoint BFG Wealth Partners, bringing 10 years of industry experience. He previously worked at UBS Financial Services Inc. for a decade before joining OnePoint BFG in 2025. Outside of his advisory role, Buchanan assists his family with the management of financial and real estate affairs through Couloir Advisory LLC. OnePoint BFG Wealth Partners offers 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 combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with a focus on discretionary portfolio management and formal monitoring processes.

George Russell is a financial advisor with A.G.P. / Alliance Global Partners, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including prior roles at Aegis Capital Corp, National Asset Management, Inc., and Cetera Wealth Services, LLC. Outside of advisory work, he operates a tax preparation business as a sole proprietor. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer with a multi-team platform serving over 7,000 clients and managing approximately $2.95 billion. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Kunal Patel is a Certified Financial Planner (CFP®) with 16 years of industry experience, currently serving at Hennion & Walsh Asset Management, Inc. since 2010. He has a Series 66 designation and is based in Parsippany, NJ. Patel has explored potential service-related ventures through a personal company, KHP LLC. 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, managing approximately $768.8 million for over 1,000 clients. The firm employs a blend of fundamental and technical analysis and utilizes a variety of investment strategies across multiple asset classes, offering tailored program structures including wrap fee and unified managed accounts.

Lauren Prince is a CFP® with 22 years of industry experience, currently serving at SAX Wealth Advisors, LLC since 2026. Prior to this, she led Prince Financial Advisory LLC for 15 years. She is also registered as an agent selling fixed annuity products. SAX Wealth Advisors provides investment management, financial planning, and wealth management services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy primarily using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders and third-party sub-advisers.

Keith Soltis is a financial advisor at Summit Financial, LLC with over 30 years of industry experience. He holds the ChFC® designation and has worked with firms including MassMutual Investors Services and MetLife Securities. Outside of his advisory role, he is a contributing writer and author of the book *Ivy League Wealth Secrets*. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and serves about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Anthony Ferraiolo is a CFP® professional with six years of industry experience, currently affiliated with Mariner Independent in Whippany, NJ. His background includes roles at Altfest Personal Wealth Management, AdvicePeriod LLC, and several other advisory firms. In addition to his advisory work, he is involved with Mazz CPA LLC as a tax associate specializing in tax preparation. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and alternative investment access through a network of investment adviser representatives and affiliated businesses.

Brian Pendleton III is a financial advisor with Hennion & Walsh Asset Management, Inc., holding a Series 66 credential and 15 years of industry experience. He has been with Hennion & Walsh since 2012. 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 about 1,087 clients through a team of 73 advisors and employs a variety of investment strategies across multiple asset classes.

Robert Schwartz is a financial advisor at OnePoint BFG Wealth Partners with five years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial, Verizon Communications Inc., and Mars Incorporated. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management strategies combining third-party managers, proprietary models, and technology-driven operational support.

Joseph Geslao III is a financial advisor at OnePoint BFG Wealth Partners with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners offers 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 combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with a majority of assets managed on a discretionary basis.

Ralph Currie is an advisor at Brookstone Capital Management LLC with a Series 65 credential and no prior industry experience. His work history includes roles at Brookstone Capital Management and International Financial Advisory Group, along with experience at Lindeken Farms. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, options-enhanced strategies, and proprietary funds, while also serving as a sub-advisor to other advisory programs.

Kenneth Detz is a financial advisor with Primerica Advisors in Parsippany, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Guardian Life Insurance Company and Primerica Advisors since 2014. Outside of his advisory role, he is involved in selling various insurance products, including long-term care insurance and fixed annuities. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions supported by proprietary and third-party strategies.

Jennifer Mc Grogan is a financial advisor at Guardian Life with the Series 66 designation and three years of industry experience. She previously worked at Park Avenue Securities and has been involved with both Guardian Life and Park Avenue Securities since 2020. Outside of her advisory role, she is a co-owner of an e-commerce business and leads the Young Philanthropists group at Impact 100, organizing networking events and meetings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, institutions, and charitable organizations. The firm offers both discretionary and non-discretionary advisory relationships using model portfolios and hybrid digital advisory solutions.