Ankit Tuladhar is an advisor with B. Riley Wealth Advisors, Inc., holding a Series 65 credential and six years of experience in the financial industry. Prior to joining B. Riley Wealth Management, he worked at Caldwell University and the Group for Technical Assistance. B. Riley Wealth Advisors offers investment advice and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Michael Mckiernan is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and 38 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary models and third-party managers to deliver discretionary and non-discretionary portfolio management and consulting services.

Shaun Feldeisen is a CFP® professional with 21 years of experience in financial advisory roles. He is currently with OnePoint BFG Wealth Partners and has previously worked at LPL Financial, Private Advisor Group, and Northwestern Mutual in various capacities over a 15-year span. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs client-specific investment strategies that include third-party managers, proprietary models, and both discretionary and non-discretionary portfolio management.

Ryan Hogan is a financial advisor at Simplicity Wealth with Series 63 and Series 65 designations and one year of industry experience. He has previously worked at firms including The Leaders Group Inc, Johnson Asset Management, and Fenimore Asset Management Inc. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside technology and operational support for other advisers.

Amy Macisaac is a financial advisor at Cary Street Partners with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, and Merrill. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad menu of investment options and proprietary strategies, including those managed by its affiliated asset manager, to serve a diverse client base that includes institutional niches such as state and municipal government entities and insurance company clients.

Ryan Hanisak is a financial advisor at Summit Financial, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked with Summit Financial and its affiliated entities since 2002. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, along with financial planning and retirement plan advisory services, combining discretionary and consultative approaches to client portfolio management.

Michael Ciccone is a CFP® professional with seven years of experience in the financial industry. He has worked at Tradition Capital Management LLC and Tradition Asset Management LLC from 2016 to 2020. He is currently with Cary Street Partners. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes institutional niches such as state and municipal government entities and insurance companies.

Patricia Caccavo is a financial advisor at Summit Financial, LLC with a Series 65 designation and seven years of industry experience. She has been with Summit Financial since 2018 and previously worked at Summit Risk Management, Inc. and Summit Equities, Inc. from 2011 to 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to support customized client solutions.

Randi Loreti is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2018. Prior to this, she worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2002 to 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through both discretionary and consultative approaches.

Stephan Bilyk is a financial advisor at SAX Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Stawnychy Financial Services and Stevens Institute of Technology. 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 a long-term, evidence-based asset allocation strategy primarily using low-cost, passively managed mutual funds and ETFs, supplemented by customized fixed-income portfolios, third-party sub-advisers, and specialized advisory services.

Nirav Thakker is an advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. His prior roles include positions at UBS Securities LLC, BNPPSC, and RBC Capital Markets. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individual, retirement plan, and institutional clients, offering portfolio management, financial planning, retirement plan fiduciary services, sub-advisory services, and educational seminars.

Daniel Petrie Jr. is a financial advisor at Fortis Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Seraphim Capital Management and LPL Financial. In addition to his advisory role, he is a college professor at Fairleigh Dickinson University. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring using both model and bespoke strategies across various investment approaches, managing approximately $1.21 billion in assets.

Ryan Freda is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in institutional advancement and athletics at DeSales University and Lehigh University. In addition to his advisory role, he operates an independent design business, Ryan Freda Designs. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm utilizes long-term, evidence-based asset allocation strategies with low-cost, passively managed funds supplemented by customized fixed-income ladders and third-party sub-advisers.

David Mecca is a CFP® with 12 years of experience in the financial services industry. He is currently affiliated with OnePoint BFG Wealth Partners and has previously worked at LPL Financial and Private Advisor Group, LLC. His background includes roles at Bleakley Financial Group, which recently rebranded as OnePoint BFG Wealth Partners. 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 combination of proprietary investment models and third-party managers, with a majority of assets managed on a discretionary basis.

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 designation and having 21 years of industry experience. He has worked at Gladstone Wealth Partners since 2016 and previously held roles at LPL Financial, PNC Wealth Management, Santander Securities, and Chase Investment Services. Outside of his advisory work, he is also an author and writer. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that includes a range of strategies from individual securities to tax-managed portfolios.

Christopher Noviello is a financial advisor at Vicus Capital, Inc. with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cetera and Walnut Street Securities. Outside of his advisory role, he serves as a board member of the nonprofit Grassroots Conservation. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of strategies including fundamental and technical analysis, with an emphasis on retirement-plan consulting and fiduciary services.

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 industry experience, currently serving as a financial advisor at Beacon Trust. His prior roles include positions at TFS Securities, Inc., Mass Mutual Life Insurance Company, Morgan Stanley, and Merrill. Beacon Trust provides comprehensive financial planning, discretionary portfolio management, and trustee services to individuals, trusts, pension, and charitable entities. The firm employs an open-architecture investment platform that combines in-house strategies with factor-based and ETF models, emphasizing tax awareness and customized fixed-income portfolios.

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.