Christopher Ryan is a financial advisor at Hennion & Walsh Asset Management, Inc. with 16 years of industry experience. He has been with Hennion & Walsh since 2009. He holds Series 63 and Series 65 licenses. 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 various managed account programs and financial planning services, using both discretionary and non-discretionary management with a range of investment strategies across multiple asset classes.

Karen Hajus is a financial advisor at OnePoint BFG Wealth Partners with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Lincoln Financial Advisors Corporation, and OSAIC. Outside of her advisory role, she is involved in securities tutoring through an internet-based platform. 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 mix of third-party managers, custodian platforms, and proprietary models tailored to client-specific investment objectives and risk tolerances.

Aryeh Mentzel is a financial advisor at Mariner Independent with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Citigroup, Inc., LPL Financial, Gladstone Wealth Partners, and Carbon Wealth Management, where he is also a managing partner. He serves as a board member and treasurer of East Hill Synagogue in Englewood, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources through affiliated entities.

Kevin Ryan is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation. He joined Beacon Trust in 2025 and has prior experience at JP Management LLC and Kerry Group. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management services to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets using an open-architecture platform with a risk-first investment framework and offers integrated trust and banking referral capabilities.

Sean Logue is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hennion & Walsh since 1997. 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 variety of programs, including wrap-fee portfolio management and personalized UMA programs, employing both discretionary and non-discretionary management with a range of investment strategies across multiple asset classes.

Barbara Nevils is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with SAX Wealth Advisors, LLC since 2023 and previously led Nevils Financial, LLC for 18 years. 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 long-term, evidence-based asset allocation strategies using primarily low-cost, passively managed mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and tax-efficient account monitoring.

Carl Libert is a financial advisor at Santander Securities LLC with 21 years of industry experience. He holds Series 63 and Series 65 registrations and has been associated with Santander Securities and Santander Bank since 2008. Santander Securities LLC serves a broad retail client base, managing approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning primarily for retail investors, utilizing a platform co-sponsored by Fidelity Institutional Wealth Adviser and third-party discretionary managers.

Christopher Moore is a CFP® with 13 years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2004. He previously worked at Massey Quick Wealth Solutions for one year. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm employs a diverse investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, alongside proprietary tools and sub-advisory relationships.

Myra Rosenblatt is a CFP® with 35 years of industry experience, currently affiliated with Capital Analysts. She worked at Legend Equities Corporation for 23 years before joining Lincoln Investment, where she has been since 2017. Rosenblatt operates her investment business under the trade name SOSAE Rose Financial Group LLC. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through an in-house Investment Management & Research team and a nationwide network of independent advisors.

James Halprin is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Advisory Services Network since 2012. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Deepak Alur is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been involved with firms including Madison & Main Advisors LLC, Atlas Advisory Group LLC, and Scher Financial Group. Additionally, he is a partner at Madison & Main Advisors, a business involved in insurance and investment advising. M HOLDINGS SECURITIES, Inc. serves a diverse clientele including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, utilizing both in-house portfolio management and third-party sub-advisors, supported by comprehensive client information gathering and ongoing account monitoring.

Michael Strafford is a CFP® with 34 years of industry experience, currently serving at NPA Asset Management, LLC since 2004. He is also a CPA and has been involved in tax return preparation and life insurance services through Zenith Marketing since 1991. Strafford holds Series 63 and Series 65 licenses and maintains dual registration with NPA Asset Management and Nationwide Planning Associates, Inc. NPA Asset Management, LLC is an SEC-registered adviser offering managed-account programs through its Advisor’s Edge platform, serving 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, often utilizing approved sub-advisors for trading while retaining supervisory oversight.

Lisa Manzolillo is a CFP® professional with 24 years of industry experience. She has been with Simon Quick Advisors, LLC since 2018 and previously worked at Modera Wealth Management, LLC. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, and financial planning. The firm uses a combination of proprietary quantitative analysis, in-person due diligence, and ongoing monitoring to allocate client assets among independent managers, mutual funds, ETFs, and private investment funds.

Michael Bremer is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Summit Risk Management, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc., spanning back to 2007. In addition to his advisory duties, he performs cybersecurity functions for Summit Risk Management, LLC on a minimal, as-needed basis. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 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.

Stephanie Roche is a financial advisor at Hennion & Walsh Asset Management, Inc. with 17 years of industry experience. She holds the Series 66 designation and has been with Hennion & Walsh since 2009. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients.

Christopher Lester is a financial advisor with Simplicity Wealth, holding the ChFC® designation and Series 63 license, and has 15 years of industry experience. He has worked at various firms including Producer Partners Group, Retirement Wealth Advisors, and Regal Investment Advisors. Outside of his advisory roles, Lester is involved in a tax preparation business and a photography company where he advises on marketing and website strategies. Simplicity Wealth serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach with ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring, as well as technology and operational support services for other advisers.

Erin Mc Cann is a financial advisor with Simplicity Wealth in Summit, NJ, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with Simplicity Wealth since 2019 and has been affiliated with The Leaders Group Inc since 2024. Outside of advisory work, Mc Cann serves as Managing Director of the McCann Family Foundation, a family charitable foundation. Simplicity Wealth serves individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering discretionary portfolio management along with technology and operational services for advisers through its managed account platform.

Anthony Gomez is a financial advisor at SAX Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Principal Life Insurance Company, Principal Securities Inc., and ADP LLC. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, evidence-based asset allocation using low-cost, passively managed funds, supplemented by customized fixed-income portfolios and third-party advisory resources.

Craig Weiss is a financial advisor at OnePoint BFG Wealth Partners with 32 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, and Summit Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, utilizing a mix of third-party managers, custodian platforms, and proprietary portfolio models. The firm offers both discretionary and non-discretionary portfolio management, retirement plan consulting, and integrates technology and operational outsourcing into its services.

Howard Reizun is a CFP® with 26 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC since 2021. Prior to Kestra, he worked for 15 years at TIAA-CREF. He is managing partner of Evoke Wealth Management and president of HKR Wealth, a separate investment-related sole proprietorship. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutions, managing approximately $13.45 billion in client assets as of the end of 2025. The firm offers a broad range of investment products and specialized services, with operational attributes including a trust company affiliation and third-party adviser relationships.