Anthony Gallardo is a financial advisor at RMR Wealth Builders, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Invesco Distributors, Inc. and Oppenheimerfunds Distributor, Inc. Outside of his advisory role, he serves as a golf coach at Morristown-Beard School. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Evelyn Benbrahim is a financial advisor at Insigneo Advisory Services, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 18 years. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a customized investment process supported by a dedicated Investment Committee and offers a range of managed accounts, third-party manager oversight, and proprietary private placement vehicles.

Ruth Mejia is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at Leucadia Asset Management LLC, Jefferies LLC, and Morgan Stanley. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, and various organizations through a customized process that incorporates tools such as eMoneyAdvisor and Monte Carlo simulations to support probability-based financial outcomes.

Bennett Linsky is a financial advisor at Beacon Global Advisor Network, LLC, holding a Series 65 designation with one year of industry experience. His previous roles include positions at Rosefinch Investments, Brite Investments USA, LLC, and Touchstone Advisory, LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with client portfolios typically managed using a combination of mutual funds, ETFs, individual equities, and fixed income.

Lawrence Barocas is a financial advisor at Snowden Capital Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Snowden Lane Partners. Outside of his advisory role, he serves as a trustee for the Lonestar Art Alliance and Ursinus College, where he participates in governance and audit oversight, and he is involved with a nonprofit youth soccer club handling financial forecasting and budgeting. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and a range of advisory programs, utilizing institutional capabilities and a multi-team scale with 121 advisors.

Mangesh Kulkarni is a financial advisor at RBC Securities, Inc. He holds a Series 66 designation and has worked in the financial industry since 2019, including positions at City National Securities, Inc., Finley, Capital One, Silicon Valley Bank, and Prudential Financial. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm combines financial planning and portfolio management with access to affiliated investment sub-advisors and a broad financial services group that includes trust, municipal advisory, and trading businesses.

Sean Mcelduff is a financial advisor at Hennion & Walsh Asset Management, Inc. with 18 years of industry experience. He has been with Hennion & Walsh since 2008 and holds Series 63 and Series 65 licenses. 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 uses a mix of fundamental and technical analysis across various asset classes and offers multiple program structures, serving over 1,000 clients with a team of 73 advisors.

Edward Petka is a financial advisor at Hennion & Walsh Asset Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2010. 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 a team of 73 advisors, utilizing a combination of fundamental and technical analysis with various investment strategies across multiple asset classes.

Marie Decaprio is a financial advisor at SAX Wealth Advisors, LLC with 14 years of industry experience. She has been with SAX Wealth Advisors, formerly SMF Financial Advisors, since 2015 and previously worked at McD Advisors. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs, along with customized fixed-income portfolios and third-party sub-advisers.

Joanne Feeney is a financial advisor at Advisors Capital Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advisors Capital Management since 2015. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with a blend of top-down and bottom-up analysis across various proprietary strategies and manages over $8 billion in assets, acting as an outsourced sub-advisor to intermediaries.

Hadley Smith is a financial advisor at Circle Wealth Management, LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining Circle Wealth Management, he worked at Commonfund OCIO and has a background in education at Trinity College and St. George's School. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families, typically with around $50 million in investable assets. The firm develops written Investment Policy Statements tailored to each client and offers both discretionary and non-discretionary services, supported by proprietary due diligence and comprehensive reporting.

Jacob Walsh is a financial advisor at Hennion & Walsh Asset Management, Inc. with three years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2023. 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 a team of 73 advisors, employing a combination of fundamental and technical analysis across multiple asset classes and program structures.

Drew Besonson is a financial advisor at OnePoint BFG Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Northwestern Mutual in various capacities from 2002 to 2022 before joining Bleakley Financial Group, now OnePoint BFG, in 2022. Besonson serves as chairman of the board and finance committee member for Orchards Children’s Services, a nonprofit social services organization, and is a trustee of the Beaumont Health Foundation. OnePoint BFG provides customized financial planning and wealth management to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a combination of proprietary portfolio models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.

Liberty Catt is a financial advisor at OnePoint BFG Wealth Partners with 14 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior experience includes roles at LPL Financial, Private Advisor Group, and Northwestern Mutual. 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 employs a variety of portfolio management approaches, integrating third-party managers, proprietary models, and technology-driven operational support.

Joshua Barg is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, Aegis Capital Corp., and Oppenheimer. He is also the owner of Saratoga Global Partners. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance product sales, utilizing an open-architecture investment approach that blends internal strategies with sub-advisory relationships and separately managed accounts.

Brian Gemino is a CFP® and Series 63-licensed advisor at Silvercrest Asset Management Group LLC with over 16 years at the firm and 17 years in the industry. He has been with Silvercrest since 2010 and also has experience at JNK Securities Corp. Silvercrest Asset Management Group LLC provides investment management and family-office services primarily to families and select institutional investors, including endowments and foundations. The firm combines proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, tailoring portfolios to individual client objectives.

Adrian Morales is a financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He holds a Series 66 designation and has prior experience at Purshe Kaplan Sterling Investments. Outside of finance, he works as a server at Hapgoods LLC, a restaurant. OnePoint BFG Wealth Partners provides 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 utilizes a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most client assets managed on a discretionary basis.

Stephen Kowalski is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with the firm since 1990. 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 including wrap-fee portfolio management, personalized UMA programs, and managed accounts, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Jeffrey Shornick is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, and PNC Wealth Management. 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, employing a variety of investment strategies across multiple asset classes and program structures.

Harold Batlle is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley and CitiGroup. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients including individuals, trusts, estates, and businesses. The firm offers customized planning processes using third-party software and focuses on collaborative goal-setting and periodic plan reviews.