Dominick Lombardi is a Series 65 licensed financial advisor with four years of industry experience. He currently works at RMR Wealth Builders, Inc. and has previous experience at CI Roosevelt Private Wealth, The Roosevelt Investment Group, LLC, Lombardi Wealth Advisors, LLC, and IDB Bank. Outside of advising, he is a general partner at UASMBDY LLC, involved in real estate development and financial guidance for new projects. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Mason Murdock is a financial advisor at RMR Wealth Builders, Inc. based in Montclair, NJ. He holds a Series 65 designation and has been with RMR Wealth Builders since 2024. Prior to his advisory role, Mason worked at Fortissimo Osteria from 2021 to 2024. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a range of advisory programs.

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.

Kayvan Karoon is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His prior roles include positions at Aegis Capital Corp, National Asset Management, Inc., National Securities Corp, Osaic FS, Inc., and Cetera Wealth Services, LLC. He is also president of KS Capital Management Inc., an investment-related business. 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. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and the management of pooled-vehicle accounts.

Louis Tucci is a financial advisor with Arkadios Wealth Advisors in North Haledon, NJ, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Realta Investment Advisors, Inc., Realta Equities, Inc., and Securities America Advisors, Inc. Outside of his advisory work, he provides financial planning and consulting services through Wealthstone Group LLC, including real estate advisory and consulting on market trends and investment strategies. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and in-house portfolio management through its Arkadios Managed Solutions team. The firm emphasizes a comprehensive operating model that integrates advisory services with an affiliated broker-dealer and a centralized portfolio management team.

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.

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.

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.

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.

Gregory Horne is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at MML Investor Services and Mass Mutual Life Insurance Company since 2011. Outside of his advisory role, he is involved in insurance sales, including life, disability, and health insurance, and serves as Managing Director of Business Development at 401 K Retirement Partners, LLC. 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 plans, and charities, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Adam Scharf is a financial advisor at RMR Wealth Builders, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Hightower Advisors. Prior to his financial career, he spent over a decade with Stern Keiser & Panken LLP in the legal sector. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through various program options.

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.

Keith Stecker is a financial advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding Series 65 and Series 63 licenses and 23 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, Brookfield Oaktree Wealth Solutions LLC, and Oppenheimerfunds. RMR Wealth Builders, Inc. is a multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan services, sub-advisory solutions, and specialist advisory programs including annuity and digital asset management.

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.

John Costa 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 worked at NPA Asset Management and Nationwide Planning Associates since 2008 and has been self-employed since 1994. Costa also provides estate planning services through an online platform that offers initial client guidance and data entry. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors and manages approximately $1.065 billion in assets. The firm offers various managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, individual securities, and insurance products.

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.

Seymour Williams is a CFP®-credentialed financial advisor with 37 years of industry experience. He is currently with Lifemark Securities Corp. and has previously worked at SunStreet Securities, LLC. In addition to his advisory work, he is engaged in tax preparation, independent insurance sales, mortgage brokerage, and real estate brokerage. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on both a discretionary and non-discretionary basis.

Andrew Arons is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at NPA Asset Management and Nationwide Planning Associates since 2010 and previously spent six years with Investment Advisors Asset Management, LLC. Outside of his advisory role, he serves as an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, including high-net-worth clients, corporations, pension, and charitable accounts. The firm manages approximately $1.065 billion in assets across about 2,293 client relationships and offers multiple managed-account programs, third-party asset manager referrals, and access to mutual funds, ETFs, individual securities, and insurance products.

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.