Jack Desantis Jr. is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 66 designation. He has 26 years of industry experience and has held roles at several firms, including Cetera Wealth Services and 1st Global Investment Advisor Services. Outside of his advisory work, he serves as treasurer for multiple political candidate committees. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm uses firm-designed style allocation models overseen by an investment advisory committee and emphasizes tax-intelligent strategies and CPA-sourced referrals.

John Cooney Jr. is a financial advisor at OnePoint BFG Wealth Partners with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at LPL Financial and Private Advisor Group, LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, businesses, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a variety of portfolio models and integrates technology and operational outsourcing in its service delivery.

Elena Lepeshkova is a financial advisor at MissionSquare Retirement with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Fiducioso Advisors, Morgan Stanley Smith Barney, and E*Trade Capital Management. 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 utilizes investment advice and model portfolios developed by Morningstar Investment Management.

Keith Nebel is a financial advisor with Capital Analysts in Cranford, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005 and serves as a lieutenant in the New York City Fire Department. Nebel is also a board member of Lil' Bravest, a charitable organization supporting children affected by cancer and other childhood diseases. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing in-house investment research and a proprietary mutual-fund screening process, with access to third-party managers and various advisory services.

Eric Hurrie is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He previously worked for Instinet, LLC for 12 years before joining Hennion & Walsh in 2024. 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, employing a combination of fundamental and technical analysis with a range of investment strategies across multiple asset classes.

Susan Feeley is an advisor at Circle Wealth Management, LLC with 17 years of experience at the firm. She holds Series 65 and Series 63 designations. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families, along with their related trusts, foundations, and endowments. The firm focuses on customized wealth advisory, investment management, and family office services, emphasizing coordinated estate, tax, insurance, and charitable planning.

Maria Dizio is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation with nine years of industry experience. She has been with Beacon Trust since 2012. 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 offers an open-architecture investment platform with a risk-first framework, tax-aware management, and customized portfolio options.

John Wallace is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Wallace has been with the firm since 1998. Hennion & Walsh Asset Management, Inc. provides 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, employing a range of investment strategies across multiple asset classes and program structures.

Mamode Oozeerally is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He has been with the firm since 2000. Oozeerally holds Series 63 and Series 65 licenses. 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 various program structures that incorporate fundamental and technical analysis across a range of asset classes.

Jeffrey Morrison is a financial advisor at Lifemark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been president of Classic Benefit Planners, Ltd. since 2005. Morrison is also an attorney with over 50 years in legal practice, performing occasional legal work alongside his advisory role. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers a range of investment programs including Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager services, with client suitability assessments and tailored risk management.

Alexander Borowiec is a financial advisor at M HOLDINGS SECURITIES, Inc. with a ChFC® designation and three years of industry experience. Prior to his current role, he worked at Madison and Main Advisors and Madison Legacy Partners, LLC. He also has a background in education, having worked full time at Lebanon Valley College for nearly two decades. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Jeffrey Faller is a CFP® with 37 years of industry experience and is currently associated with Capital Analysts. He has been with Lincoln Investment Planning Inc. since 2008. Outside of his advisory role, he is a 50% owner of The Faller Company LLC, which is involved in the sale and service of life and health insurance. Capital Analysts serves a diverse client base, including individual investors, high-net-worth clients, retirement plans, trusts, and corporate entities. The firm employs an in-house Investment Management & Research team to manage portfolios and offers both discretionary and non-discretionary services through various program structures.

John Longo is a CFA® charterholder with 22 years of experience in the financial industry. He is currently with Beacon Trust and is also the founder and principal of Cyborg Capital Management, where he manages a limited partnership and provides investment consulting. Additionally, he has been affiliated with Rutgers University since 1993. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities, offering financial planning, tax preparation, and discretionary portfolio management. The firm utilizes an open-architecture investment platform with a risk-first framework and integrates tax-aware management and loss harvesting strategies.

Stephen Mensah Jr is a financial advisor at Hennion & Walsh Asset Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2012. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting 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, offering multiple program structures and employing a combination of fundamental and technical analysis across various asset classes.

Nicholas Villano is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Summit Financial, LLC since 2018 and has prior experience with Purshe Kaplan Sterling Investments, Summit Equities Inc, and Summit Financial Resources, Inc. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Lisa Richmond is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and having 14 years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2006 to 2024 before joining LPL Financial in 2025. Richmond provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to a range of investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Kyle Saul is a financial advisor at Cary Street Partners with a Series 65 credential and one year of industry experience. Prior to joining Cary Street Partners, he worked at Transcend Capital Advisors and spent six years at Ford Motor Company. He holds a degree from Pennsylvania State University. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, utilizing both third-party managers and in-house resources across a range of traditional and opportunistic strategies.

Steven Feliciano is a financial advisor at Hennion & Walsh Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2016. Outside of his advisory role, he works part-time as an administrative assistant at Paul Miller Audi. 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 employs a combination of fundamental and technical analysis across multiple asset classes and offers various program structures, managing assets for over 1,000 clients through a team of 73 advisors.

Arnold Civins is a financial advisor at United Capital Financial Advisors with two years of industry experience. He holds a Series 65 designation and has a longstanding career in accounting, serving as a partner at Citrin Cooperman & Co. since 1981. His outside activities include providing accounting and tax-related services through Citrin Cooperman. United Capital Financial Advisors offers financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and provides a range of investment options, including ESG customization and access to third-party managers.

Gregory Jandoli is a CFP® credentialed financial advisor with 38 years of industry experience, currently with Summit Financial, LLC. His career includes long-term roles at Summit Risk Management and affiliated Summit firms, as well as experience at Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved in gym management as the managing member of Campus Fitness Solutions, LLC. 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 along with financial and retirement planning services, combining discretionary and consultative approaches tailored to client needs.