Thomas Hennion is a Series 66-registered advisor with Hennion & Walsh Asset Management, Inc., based in Parsippany, NJ. He has six years of industry experience, all with Hennion & Walsh since 2020. He was unemployed from 2010 to 2020 prior to joining the firm. 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, utilizing a range of investment strategies and program structures across various asset classes.

Joshua Joffe is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Revolve Wealth Partners, LLC and Altfest Personal Wealth Management. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to deliver customized investment plans.

Dennis Karpenko is a financial advisor with RMR Wealth Builders, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining RMR Wealth Builders in 2020, he worked at Calton & Associates, Inc. and Assured Guaranty. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets and serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on discretionary or non-discretionary bases.

Matthew Panek is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Hennion & Walsh since 1999. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and to plan sponsors. The firm offers a range of managed account programs and utilizes both fundamental and technical analysis across various asset classes.

Nicholas Thompson is a CFA® charterholder with seven years of industry experience. He currently works at Beacon Trust and has prior experience at CNR Securities, Hartford Funds Distributors, Villanova University, and JPMorgan. Outside of his advisory role, he personally manages two rental properties. Beacon Trust offers financial planning, discretionary portfolio management, and trustee services to individuals, trusts, pension, and charitable entities, managing over $4 billion in assets. The firm utilizes an open-architecture investment platform that includes in-house and third-party strategies, with a focus on tax efficiency and customized fixed-income portfolios.

Nikolas Piccolo is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Corient Services LLC, RegentAtlantic, RBC Wealth Management, and Equitable Advisors. Prior to his advisory roles, he studied at Seton Hall University from 2018 to 2022. 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 with both discretionary and consultative services, catering to diverse client needs through customized allocations and access to alternative investments.

Graham Falbo is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Arete Wealth Advisors, LLC. His prior experience includes roles at UBS Financial Services and B. Riley Wealth Advisors. He is also involved in life and health insurance sales as a licensed agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and utilizes both advisor-driven and proprietary model allocations to manage assets.

Louis Russo is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 66 designation with three years of industry experience. He previously worked at Truist Investment Services, Inc. and PNC Bank, where he spent over a decade in total. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm uses an open-architecture investment platform combining in-house strategies, factor-based and ETF model portfolios, and monitored independent managers, with a focus on tax awareness and customized fixed-income portfolios.

Michael Lieberman is a Series 66-credentialed financial advisor with 22 years of experience at Advisors Capital Management, LLC, where he has worked since 2004. He is based in Ridgewood, NJ. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection using fundamental, quantitative, and qualitative methods across various asset classes, managing over $8 billion in discretionary assets.

Henry Szawlowski is a financial advisor at Hennion & Walsh Asset Management, Inc. with 17 years of industry experience. He holds the Series 66 designation and has been with Hennion & Walsh since 2009. Hennion & Walsh Asset Management, Inc. offers 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, utilizing multiple program structures and a combination of fundamental and technical analysis across a range of asset classes.

Stephen Zarubnicky is a financial advisor at Hennion & Walsh Asset Management, Inc. with 20 years of industry experience. He holds a Series 66 credential and has been with Hennion & Walsh since 2011. 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 manages approximately $768.8 million for over 1,000 clients, employing a range of strategies across multiple asset classes and offering various program structures including wrap fee and personalized unified managed account programs.

Steven Sergio is a financial advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at RMR Wealth Builders since 2014 and was also associated with Calton & Associates, Inc. from 2014 to 2022. Outside of his advisory role, he is a member of Wealth Builders Ventures OC, LLC, an entity formed for investment in Orange Comet. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Timothy Davis is a financial advisor at Kovack Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2018, following prior roles at SCF Investment Advisors and National Securities Corp. Outside of his advisory role, he is president of Davis Global Inc., a web design and IT consulting business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and financial institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Joseph Sreshta is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding a ChFC® designation and Series 63 license. He has 42 years of industry experience, including roles at Northwestern Mutual Life and Northwestern Mutual Wealth Management Company, LPL Financial, Private Advisor Group, and currently with Purshe Kaplan Sterling Investments. He is also a notary public in the state of Texas. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, utilizing both discretionary and non-discretionary portfolio management approaches with a blend of proprietary models and third-party managers. The firm integrates technology and operational outsourcing into its service delivery and recently rebranded from Bleakley Financial Group in 2025.

Christopher Bukowczyk is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Bleakley Financial Group, LPL Financial, Private Advisor Group, RoundAngle Advisors, and Purshe Kaplan Sterling Investments. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a variety of portfolio management approaches and third-party managers, supported by technology and operational outsourcing.

Patricia Hall is a CFP® professional with 22 years of industry experience. She has been with Beacon Investment Advisory Services, Inc. since 2015. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, including high-net-worth clients, as well as 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 that emphasizes a risk-first framework, tax-aware management, and customization across equity, fixed income, and separately managed accounts.

William Lefkowitz is a financial advisor at NFSG Corporation with 40 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including National Securities Corp., B. Riley Wealth Management, and Aegis Capital Corp. NFSG Corporation provides investment advisory and financial planning services to a broad range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers diversified portfolio construction with equities, ETFs, mutual funds, and fixed income, supported by internal portfolio management and third-party asset managers employing various investment styles.

Michael Giannotto is a financial advisor at Summit Financial, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including LS Securities, Lotus Advisory, MUFG, Royal Alliance, and Ladenburg Thalmann. 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, combining discretionary and consultative services tailored to client needs.

Alyssa Cortelyou is a CFP® with nine years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2019. She has also been associated with Calton & Associates, Inc. since 2016. RMR Wealth Builders, Inc. is a multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, and specialist advisory options including digital asset management and held-away retirement account advice.

Joseph Villa Jr. is a financial advisor with ValMark Advisers, Inc. in Livingston, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2004 and has a long tenure with National Life Insurance companies dating back to 1982. Outside of his advisory work, he is involved in an insurance agency, NJ Life & Casualty Associates, Inc. ValMark Advisers provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm utilizes goal-based model portfolios and diversified asset allocation, with oversight from an investment committee, and offers unique investment-company products such as the TOPS® ETF Portfolios and related index licensing arrangements.