Constance Herrstrom is a CFP® with 15 years of industry experience, currently serving at Premier Financial Planning, Inc. in Princeton, NJ. She has been with Premier Financial Planning since 1994 and also worked at SAX Wealth Advisors, LLC. Premier Financial Planning, Inc. provides financial planning and investment supervisory services to individuals, families, trusts, estates, and charitable organizations. The firm manages a small client base with a fee-only model, employing a strategic investment approach based on Modern Portfolio Theory and a core-and-satellite methodology.

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.

Lee Delaporte III is a financial advisor with Beacon Trust in Morristown, NJ, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. He is also a partner in a fitness club, NBD Fitness, where he serves in a non-operating capacity. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension and charitable entities, managing approximately $4.26 billion in discretionary assets. The firm employs an open-architecture approach combining in-house strategies, factor-based and ETF models, separately managed accounts, and monitored independent managers, with an emphasis on tax awareness and customized fixed-income portfolios.

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.

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.

Adam Talmadge is a CFP® professional with Simon Quick Advisors, LLC, where he has worked since 2019. He has no prior industry experience before joining the firm and was a full-time university student from 2014 to 2019. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and it offers integrated tax and back-office services.

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 five years of industry experience. He is currently with Mariner Independent and has previously worked at firms including AdvicePeriod, LLC and Altfest Personal Wealth Management. Outside of advisory work, he is involved in tax preparation as a tax associate with Mazz CPA LLC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios, third-party managers, and retirement plan services, supported by its platform’s integration with institutional resources and affiliated entities.

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.

Christopher Bromley is a CFP® professional affiliated with Simon Quick Advisors, LLC, with one year of experience in the financial industry. Prior to joining Simon Quick Advisors, he worked at Beacon Trust Company and UBS. Outside of his advisory role, he has worked as a bartender at Sammy's Ye Old Cider Mill during non-trading hours. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings, including proprietary tax reporting tools, to deliver its services.

David Greenberg is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses. He has 23 years of industry experience. Greenberg is president of Integrated Planning Concepts LLC, where he advises clients on health insurance matters. He also serves as an ambassador for the Morris County Chamber of Commerce. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, and corporate clients.

Daulton Carlisle is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds a Series 66 designation and has prior experience with Vanguard Marketing Corporation, The Vanguard Group, Inc., and Equitable Advisors, LLC. Outside of his financial career, he has worked at Chester Valley Golf Club and The Golf Zone. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

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.

Brian Daly is a financial advisor with Primerica Advisors in Raritan, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Guardian Life Insurance Co of America and Primerica Advisors since 2006. Outside of his advisory role, Daly is part owner of a building used for his business operations and operates an LLC for selling non-Guardian insurance products. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Kathryn Dougherty is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation. Prior to her current role, her work history includes positions at Goldman Sachs & Co. LLC and various other roles outside the financial sector. Goldman Sachs Wealth Services advises individual investors, corporate clients, executives, plan sponsors, and institutions, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models and offers clients a variety of platforms and fee arrangements, leveraging resources across the Goldman Sachs organization.

Joseph Scalzo is a financial advisor with Commonwealth Financial Network in Clinton, NJ, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at Edward Jones for 15 years before joining Commonwealth and Elevate Wealth Planning in 2018. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and allows advisors discretion in portfolio construction, backed by an internal Investment Management and Research team that manages discretionary model portfolios.