Ian Welham is a financial advisor at Coppell Advisory Solutions LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms including City Center Advisors, LLC and Haydenrock Solutions LLC. Outside of his advisory role, he is a partner and consultant at Elite Corporate Holdings LLC and owns LW Connections LLC, which connects business owners and individuals to experts in tax, legal, and business growth. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses tailor-made asset allocation models and combines fundamental and technical analysis to implement strategies consistent with client objectives.

Brian Hoffman is a financial advisor with Gladstone Wealth Partners in Bedminster, NJ, holding a Series 66 license and 21 years of industry experience. He has worked with Gladstone Wealth Partners since 2016 and previously at PNC Investments. Outside of his advisory roles, he is also an author. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment solutions, financial planning, and retirement consulting, with investment approaches tailored and implemented at the representative level.

Connor Donovan is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2017. Prior to joining the firm, he attended Lehigh University. 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 diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and it offers integrated tax and back-office services.

Christopher Cvitan is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Beacon Trust in Morristown, NJ, where he has worked since 2023. His prior experience includes roles at TFS Securities, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and Coal Diamond LLC. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages approximately $4.26 billion in discretionary assets and delivers investment advice through a blend of in-house strategies, factor-based and ETF model portfolios, and monitored independent managers, with an emphasis on tax awareness and customized fixed-income portfolios.

Perry Bindelglass is a financial advisor at FourStar Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at FourStar since 2023. Outside of his advisory role, he owns and operates Perry Bindelglass Foods, LLC, a company that sells sauces through a website and wholesale channels, and runs Bindelglass Photography, a professional photography business focused on event coverage. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing portfolios with a range of securities and third-party managers tailored to clients’ risk tolerance and time horizon.

Diane Ruiz is a financial advisor with Santander Securities LLC, holding a Series 66 credential and 24 years of industry experience. Her work history includes positions at Santander Bank, LPL Financial LLC, Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Company, and HSBC Bank USA N.A. Outside of her advisory role, she owns a rental property in New Windsor, NY. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides investment management primarily via the FMAX wrap-fee platform with strategies implemented by third-party discretionary managers.

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 39 years of industry experience. She holds Series 63 and Series 65 credentials 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, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a blend of proprietary investment models, third-party managers, and custodian programs, with most assets managed on a discretionary basis.

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.

Patrick Trombetta is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 66 designation. He has 10 years of industry experience with prior roles at 1st Global Advisors and Avantax-affiliated firms. Outside of his advisory work, he serves as the head varsity soccer coach at Trinity Hall School. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charities, and businesses. The firm operates primarily through a network of CPA firms and advisors, managing approximately $7.57 billion in assets for about 7,500 clients as of December 31, 2025.

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.

Brian Cody is a CFP® professional with 25 years of experience in the financial services industry. He is affiliated with LPL Financial and has held roles at several firms, including Wealthcare Advisory Partners LLC, Private Advisor Group, and Carson Wealth Management Group. In addition to his advisory work, Cody volunteers as a VITA Advanced Tax Preparer with United Way. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Samuel Angelo Jr. is a financial advisor with Avantax Planning Partners, Inc. holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including 1st GLOBAL ADVISORS, Inc. and Hunter Financial Services, Inc. He serves as a board member of Central Jersey Federal Credit Union. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses, primarily through CPA firms and registered advisor representatives. The firm employs style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, centralized trading, and annual account reviews.

Deepak Alur is a financial advisor at M Holdings Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Madison & Main Advisors LLC, Atlas Advisory Group LLC, and Scher Financial Group. Outside of his primary role, he is a partner at Madison & Main Advisors, LLC and is involved in insurance-related activities including fixed annuity offerings and client referrals for life insurance. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals, offering advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory. The firm combines direct portfolio management with third-party sub-advisors and uses platform providers to support trading and reporting.

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.