Maria Millner is a financial advisor at Arax Advisory Partners with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Merrill. Millner is a co-founder and board member of The Aubrey Foundation, a nonprofit organization involved in community event organization. Arax Advisory Partners is a multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, while offering financial planning, portfolio management, and advisory services with various fee structures including performance-based arrangements.

Rae Kim is a financial advisor with Capital Analysts in Warren, NJ, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts Incorporated since 2004, as well as operating Kim Financial Group since 2002. Outside of her advisory work, Kim owns a real estate investment business managed by a third party and sells fixed life, disability, and long-term care insurance products through her firm. Capital Analysts serves a broad client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Tyler Zaborsky is a financial advisor at Impact Partnership Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at GWN Securities, Stifel, and as a self-employed advisor. Outside of his advisory work, he serves as CFO of Eternal Flame, a business focused on creating memorial videos. Impact Partnership Wealth provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolios, direct asset management, and ERISA retirement plan services. The firm manages approximately $2.96 billion through a network of nearly 90 advisers and employs a range of discretionary investment strategies supported by a broad affiliated ecosystem.

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.

Jeffrey Faller is a financial advisor at Capital Analysts with seven years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment Planning, LLC since 2018. Outside of advisory work, he is involved in insurance sales through The Faller Company LLC. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice. The firm employs both discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team and third-party managers.

Robert Ionescu is a financial advisor at Hennion & Walsh Asset Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for eight years. Outside of his advisory role, he is a member of an LLC that owns a retail women's clothing store 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 employs both discretionary and non-discretionary management strategies across multiple asset classes and offers various programs including wrap-fee portfolio management and personalized UMA programs.

David Baranek is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at several related firms including Summit Financial Resources, Inc. and Summit Equities, Inc. In addition to his advisory role, Mr. Baranek manages an accounting firm where he performs tax preparation and related services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

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.

Mark Ramos is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior work includes roles at LPL Financial, Principal Securities, Principal Life Insurance Company, and several other firms dating back to 2016. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combined fundamental and technical analysis approach, managing diversified portfolios tailored to clients’ risk tolerance and time horizons.

Andrew Massey is a financial advisor at Cary Street Partners with three years of industry experience. He holds a Series 65 designation and has previously worked at BNY Mellon|Pershing and iConnections. Cary Street Partners serves individuals, corporations, trusts, retirement plans, and institutional clients with portfolio management, financial planning, and related services. The firm employs proprietary and third-party strategies, leveraging AI tools alongside human oversight in its investment process.

Michael Spitaletta is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Hennion & Walsh since 2016. 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 through multiple program structures, combining fundamental and technical analysis with various investment strategies across multiple asset classes.

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. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Brookfield Oaktree Wealth Solutions LLC, and Oppenheimerfunds. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets with 52 advisors. The firm serves individual, retirement plan, and institutional clients, offering portfolio management, financial planning, and specialized advisory services including annuity management and digital asset programs.

John Duffy is a financial advisor at Summit Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Summit-branded firms since 2015, joining Summit Financial, LLC in 2018. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

John Costa is a financial advisor with NPA Asset Management, LLC, holding Series 66 and Series 63 credentials and possessing 32 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates since 2008 and has operated as a self-employed advisor since 1994. In addition to his advisory role, Costa provides estate planning services through an online platform, assisting clients with data entry and initial guidance. NPA Asset Management is an SEC-registered firm serving individuals, corporations, pension plans, and charitable accounts through a network of 51 advisors and over 2,200 client relationships. The firm manages approximately $1.065 billion in assets and offers multiple managed-account programs, third-party asset manager referrals, and access to various investment 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.

Andrew Arons is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2010. Outside of his advisory work, he is also an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation and supports a network of advisors through both discretionary and non-discretionary asset management.