Kenneth Dugan is a CFP® with 22 years of industry experience, currently serving at Leo Wealth, LLC. He has held roles at affiliated entities including Leogroup Wealth Solutions, LLC and Leogroup Fund Services, LLC since 2013. He also maintains an active insurance license. Leo Wealth, LLC serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based and single-stock systematic strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

Robert Armstrong Jr. is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 63 license and 33 years of industry experience. He has worked with Summit Financial since 2018 and with Purshe Kaplan Sterling Investments since 2018. Armstrong also operates a personal LLC and offers insurance products as a broker through multiple companies. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving nearly 17,800 clients. The firm provides investment advisory and portfolio management programs with both discretionary and consultative services, supporting customized allocations and held-away account management.

Kyle Joyce is a financial advisor at Hennion & Walsh Asset Management, Inc. with 15 years of industry experience. He has been with Hennion & Walsh since 2011 and holds the Series 63 and Series 65 licenses. Hennion & Walsh provides discretionary and non-discretionary investment management and consulting services to individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs a variety of investment strategies across multiple asset classes.

Brian Barthold is a financial advisor at Summit Financial, LLC with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Summit Equities, Inc. and Summit Financial Resources, Inc., where he worked for 16 years before joining Summit Financial in 2018. Barthold also offers insurance products as a broker through various companies, including an affiliated firm. 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 provides investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Thomas Perkins is a financial advisor at Hennion & Walsh Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hennion & Walsh since 2011. Hennion & Walsh 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, and managed accounts, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Joshua Edwards is a financial advisor at Hennion & Walsh Asset Management, Inc. with 24 years of industry experience. He has been with Hennion & Walsh since 2001. 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 plan sponsors. The firm employs a variety of strategies across multiple asset classes and offers both discretionary and non-discretionary management through programs such as wrap-fee portfolios and personalized UMA programs.

Shinaola Atoro is a CFP® and Series 65-licensed advisor at Mission Wealth Management, LP with four years of industry experience. Prior to joining Mission Wealth, Atoro held positions at Walmart and IBM. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm emphasizes customized, long-term strategies using a range of investment vehicles including ETFs, institutional mutual funds, alternative investments, and third-party sub-advisors.

Linda Hilton is a CFP® with six years of industry experience, currently serving at Simplicity Wealth. She has prior experience at LifePro Asset Management and maintains ongoing roles in tax and accounting as a CPA, including ownership of a tax and accounting practice and involvement in a tax planning and litigation firm. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, combining advisory services with technology and operational support for other advisers through its managed account platform.

Alexander Salton is a CFP® with 16 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. His prior roles include positions at Raymond James Financial Services and Legg Mason Asset Management. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors, serving individuals, retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with offerings that include specialist advisory options such as annuity management and a discretionary Digital Asset management program.

Ana Bou Goldsmith is a financial advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes roles at IDB Bank, IDB Lido Wealth, LLC, and GBS Finance. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing services such as financial planning, portfolio management, and retirement-plan advisory. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets through both discretionary and non-discretionary strategies, often utilizing third-party managers and technology platforms.

Clifford Brockmann is a CFP® with eight years of industry experience, currently affiliated with Core Planning. His prior roles include positions at Fidelity Investments, The Vanguard Group, Tapfin, and Edward Jones. Outside of finance, he worked as a self-employed videographer while attending Montclair State University. Core Planning provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory for qualified plans. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies and oversee asset allocation.

Brian Duarte is a financial advisor at Santander Securities LLC in Parsippany, NJ, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with Santander Securities since 2017 and has worked at Santander Bank, NA since 2013. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily targeting individual, ERISA, IRA, and institutional clients.

Justin Shure is a CFP®-certified financial advisor with 20 years of industry experience. He currently works at Prosperity - An EisnerAmper Company and has previously held roles at Dai Securities, 1417 Capital, Bay Colony Advisors, Charles Schwab, UBS Financial Services, and Ameriprise. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets and emphasizes asset allocation, diversification, and the use of third-party managers and technology platforms.

John Simon is a financial advisor at Simon Quick Advisors, LLC with eight years of industry experience. Prior to joining Simon Quick Advisors in 2017, he worked at William E. Simon & Sons, LLC for 23 years. He serves as finance chair of the Arnold and Mabel Beckman Foundation, reflecting involvement in nonprofit finance. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach including allocation to unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, and it offers integrated tax and back-office services alongside sub-advisory relationships.

Christopher Cella is a financial advisor at OnePoint BFG Wealth Partners with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. Outside of his advisory role, he serves on the board of Core Media Systems Inc., a nonprofit organization. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a blend of proprietary models, third-party managers, and custodian programs to manage client portfolios, primarily on a discretionary basis.

Jason Purvis is a CFP® with nine years of industry experience, currently serving at Simplicity Wealth. His prior roles include positions at Prudential Insurance Company of America and Bank of America, and he is also involved in public speaking and private coaching focused on parenthood, fathering, and faith through Next Phase Enterprises. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisors.

Eli Cohen is a financial advisor at Perigon Wealth Management, LLC with Series 66 credentials and one year of industry experience. Prior to joining Perigon, he held positions at Equitable Advisors, LLC and Northwestern Mutual. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction based on clients’ goals, time horizon, and risk tolerance, and serves as both sponsor and overseer of wrap and sub-advisor programs.

Daniel Otoole is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Meeder Investment Management, Quasar Distributors, Horizon Investments, and Assetmark, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions alongside advisory services.

Arthur Grutt Jr. is a financial advisor with Capitol Securities Management, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Capitol Securities in 2019, he worked at LPL Financial and has been involved with Cambridge Life Brokerage LLC since 2006, where he serves as president overseeing employee benefits brokerage operations. Capitol Securities Management provides brokerage and advisory services to individuals, corporate and charitable clients, trustees, and plan sponsors. The firm offers comprehensive financial planning, pension consulting, insurance products, and manages assets through various programs including separately managed accounts and third-party money managers.

Joseph Belfatto Jr. is a financial advisor at Simon Quick Advisors, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Simon Quick Advisors since 2007, following a brief tenure at Massey Quick Wealth Solutions. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings, employing a range of investment strategies including long and short positions and options.