Ronald Murtha is a financial advisor at Acrylic Financial, Inc. with 36 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior work includes roles at Brooklight Place Securities, PRUCO Securities, Prudential Insurance, Lifemark Securities, KALO, Allstate Insurance, and Asset Consulting. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and other investment advisers, using a combination of passive and active investment strategies along with third-party manager selection. The firm manages both discretionary and non-discretionary portfolios and serves high-net-worth clients, offering solutions that include firm-sponsored private pooled vehicles.

Timothy Molloy is a financial advisor at Argos Wealth Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bessemer Trust for 25 years. Argos Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a risk-based, strategic asset allocation approach with ongoing portfolio monitoring and selective use of third-party money managers.

Peter Boockvar is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bleakley Financial Group, Private Advisor Group, Advisory Services Network, and The Lindsey Group. He is the owner and Chief Analyst of The Boock Report, an economic research blog he started in 2017. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing the majority of client assets on a discretionary basis.

Cynthia Stroik is a financial advisor at Fifth Third Wealth Advisors LLC with 14 years of industry experience. She holds a Series 65 designation and has previously worked at M&T Bank, Millington Securities, WBI Investments, and Harthorne Group. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often utilizing third-party managers and affiliated model strategies.

Thomas Dowling is a CFP® and CFA® with 31 years of industry experience, currently serving at A.G.P. / Alliance Global Partners since 2021. His prior experience includes roles at Aegis Capital Corp., FSC Securities Corp., and Gunnallen Financial, Inc. In addition to his advisory work, he is president of Mark Up Equity Ventures, Inc., a company providing accounting services. 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 through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including discretionary and non-discretionary strategies.

Michael Schessler is a financial advisor with Foundations Investment Advisors LLC in Union City, NJ, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at The Retirement Advantage, First Advisors National, and Ohio National Financial Services. He is also the founder of Sustainable Retirement Solutions, an insurance and investment-related practice. Foundations Investment Advisors serves a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm provides financial planning and portfolio management using fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing strategy.

Jun Bo Shim is a CFP® professional at Modera Wealth Management, LLC with five years of industry experience. Prior to joining Modera, he worked at Ausdal Financial Partners, Fidelity Investments, and Willis Towers Watson, among others. Outside of his advisory role, he is the owner of JBTLA, LLC, a tax preparation and accounting business serving small businesses. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers and selective investment options.

Denis Belinskiy is a financial advisor at Beacon Trust with one year of industry experience. He holds the Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2013. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm manages approximately $4.3 billion in regulatory assets and employs a multi-team advisory staff, offering an open-architecture investment platform with a risk-first framework and tax-aware management.

Gustav Langford is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He previously worked at Muriel Siebert & Co., Inc. and Stockcross Financial Services, Inc. Langford is also a volunteer with the Elkins Park Firehouse. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm uses a web-based AdvisorNXT platform combined with access to third-party and independent managers, employing Modern Portfolio Theory and various strategies within a wrap-fee structure.

Frank Ammirato is a financial advisor with NPA Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including over two decades at NPA Asset Management and Nationwide Planning Associates. Outside of his advisory work, Ammirato provides FAA financial consulting and tax preparation services for a limited part of the year. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, often utilizing third-party sub-advisors while maintaining supervisory oversight.

Alexandra Hoff is a financial advisor at SAX Wealth Advisors, LLC with five years of industry experience and a Series 65 credential. She has been with SAX Wealth Advisors since 2020. Prior to that, her work experience includes roles at Peter E Schmitt Co Inc and Intac Actuarial Services, as well as time as a student and employee at Free People. SAX Wealth Advisors provides investment management, financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based approach using low-cost, passively managed funds supplemented with customized fixed-income strategies, third-party sub-advisers, and tax-efficient account management.

William Connor is a financial advisor at SAX Wealth Advisors, LLC with 17 years of industry experience. He holds the CFP® and CFA® designations and previously worked at Baker Avenue Asset Management for 11 years before joining SAX Wealth Advisors in 2024. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth management services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, evidence-based asset allocation primarily using low-cost, passively managed funds, supplemented by customized fixed-income strategies and third-party advisory services.

Ryan Lovell is a financial advisor at Simplicity Wealth with 20 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Ameriprise Financial Services, The Leaders Group, and Osaic Wealth/Highland Capital. Outside of his advisory role, he assists financial advisors with insurance sales through COVR Financial Technologies. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for advisers through a managed account platform.

Richard Hveem is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1995 and is also involved with Campus Corner. Outside of his advisory work, he is an owner and provides funding for an online resale business operated by his wife. 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, employing fundamental and technical analysis across various asset classes.

Donald Callahan III is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Hennion & Walsh Asset Management, Inc. and has held roles at JPMorgan Chase Bank and JPMorgan Securities LLC since 2014. Outside of finance, he was involved with The Piano Workshop at Chester for five years. 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 across multiple program structures, employing a combination of fundamental and technical analysis with a range of investment strategies and asset classes.

Kevin Morse is a financial advisor at NPA Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill and Morgan Stanley. Outside of his advisory work, he serves as a firefighter with the Morristown Fire Department. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors, managing over $1 billion in assets. The firm offers a variety of managed-account programs and third-party asset manager referrals, delivering advisory services via the Advisor’s Edge platform.

James Shagawat is a CFP® and ChFC® with 20 years of industry experience. He is currently with Mariner Independent and has previously worked at The Baron Financial Group LLC, Shagawat Financial Advisors, LLC, and AdvicePeriod, LLC. Outside of his advisory work, he is a composer affiliated with the American Society of Composers, Authors and Publishers. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers a range of portfolio management options and retirement plan services, integrating institutional and retirement resources through affiliated companies and third-party partnerships.

Brian Schiess is a CFP® professional with 10 years of experience in financial advising. He has been with Modera Wealth Management, LLC since 2014. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services ranging from wealth management and portfolio management to retirement plan consulting and tax-related services.

Francis Lepore is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 66 registrations and having 23 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual Investment Management. Outside of his advisory work, he is also the owner of a restaurant. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

Joseph Cutler is a financial advisor at Arete Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA, where he worked for over a decade. Arete Wealth Advisors offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs both advisor-driven and proprietary model portfolio strategies, uses third-party sub-advisers, and serves as an ERISA fiduciary when applicable.