Colleen Sylvester is a financial advisor at SpiderRock Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with BlackRock since 2010. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of clients including institutional investors, family offices, and high-net-worth individuals. The firm employs systematic, technical, and quantitative strategies combined with fundamental analysis to deliver option-based hedges and yield-enhancing overlays, operating under proprietary software and real-time risk monitoring.

Emil Hemsey is a CFP® professional with 15 years of experience in the financial services industry. He currently works at MissionSquare Retirement and MissionSquare Investment Services, where he has been since 2022. His prior experience includes roles at Pruco Securities, LLC, Prudential Insurance Company of America, and SagePoint Financial. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which features investment advice and model portfolios developed by Morningstar Investment Management.

Anibal Guerrero Russo is a CFP®-certified financial advisor with five years of industry experience, currently with Kintra Wealth, LLC. His prior roles include positions at Premier Path Wealth Partners, Peapack Private Bank & Trust, and JPMorgan Chase. Outside the financial sector, he is a silent partner in a family-owned handyman business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm’s investment process integrates client interviews with model-driven asset allocation and fundamental security analysis, implemented on a household basis to optimize tax efficiency and account coordination.

Adam Johnston is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cetera Advisors LLC, and First Allied Securities, Inc. Outside of his advisory work, he contributes as a blogger on American Postliberal and writes about politics, history, philosophy, and technology at conquesttheory.com. 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 implements portfolios based on client-specific objectives and risk tolerances using a combination of third-party managers, custodian platforms, and proprietary models, supported by advanced technology and operational outsourcing.

Michael Dugan is a financial advisor with Private Client Services, LLC in Raritan, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Private Client Services since 2010. Outside of his advisory role, he is involved in youth sports coaching, serving as a head coach for both boys’ and girls’ basketball programs and as treasurer for a local youth lacrosse club. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers a range of implementation platforms, including discretionary and non-discretionary management options.

Annamaria Vitelli is a financial advisor at Beacon Trust with a Series 65 designation and 18 years of industry experience. She previously worked at PNC Bank from 2007 to 2025 before joining Beacon Trust in 2025. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers financial planning, tax preparation, and discretionary portfolio management through a multi-team advisory staff and employs an open-architecture investment platform with a risk-first framework and tax-aware management.

Tucker Sandercock is a Series 66-licensed financial advisor at Merit Financial Advisors with seven years of industry experience. He has worked at Merit since 2026 and previously at Chatham Wealth Management and Wells Fargo Clearing Services. His background also includes roles outside finance, such as with AMC Networks and the Department of the Army. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal Investment Management team and Committee.

Jennifer Leong is a CFP® with 18 years of industry experience. She is currently with SAX Wealth Advisors, LLC and has previously worked at Baker Avenue Asset Management LP, Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. SAX Wealth Advisors provides investment management, comprehensive financial planning, 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, complemented by customized fixed-income portfolios and third-party sub-advisers.

Allen Fassett is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Fassett has been with Hennion & Walsh 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 utilizing both discretionary and non-discretionary management strategies across multiple asset classes.

Jake Hoke is a financial advisor with Summit Financial, LLC, holding a Series 65 designation. He has been with Summit Financial since 2022 and previously worked in education at several schools from 2016 to 2022. 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 tailored to client needs.

Paul Kadesch is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company, LPL Financial, and Drew Besonson. 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 utilizes a range of portfolio management approaches combining third-party managers, proprietary models, and technology-driven operational support.

Richard Lewis is a financial advisor at Capital Analysts with 30 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2012 and Kim Financial Group since 2002. Outside of his advisory roles, Lewis is involved in employee benefits consulting for public sector employees and is a co-owner of a real estate partnership. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors and in-house investment management.

David Schwartz is a financial advisor at OnePoint BFG Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, Private Advisor Group, Bleakley Financial Group, and Purshe Kaplan Sterling Investments. 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 uses a blend of proprietary models, third-party managers, and custodian-sponsored programs, primarily managing client assets on a discretionary basis.

Scott Doyle is a financial advisor at Kovack Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including SCF Investment Advisors, National Securities Corp, and Stifel Independent Advisors. Outside of his advisory role, Doyle is involved in senior health insurance, providing Medicare plan guidance through an independent senior health insurance representative business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, banks, and government entities, utilizing a risk-based investment process supported by Envestnet and employing both internally developed and third-party models.

Kevin Roche is a financial advisor at Leo Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Capital Management and LHT Consultants. Outside of his advisory role, he serves as an adjunct professor at Drexel University and is Deputy Mayor and Commissioner responsible for Revenue and Finance in the Borough of Haddonfield. Leo Wealth serves high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

Sean Mc Carthy is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bankers Life and Casualty. Outside of his advisory work, he is involved in nonprofit basketball organizations and owns a personal basketball training business. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies using third-party managers, proprietary models, and technology-driven operational support.

Miriam Whiteley is a CFP® and holds a Series 65 license with 10 years of industry experience. She is currently with SAX Wealth Advisors, LLC and previously worked at Lifecraft Financial Planning, LLC and Roehl & Yi Investment Advisors, LLC. SAX Wealth Advisors provides investment management, comprehensive 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 using primarily low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and sophisticated planning tools.

Jenica Roffina is a financial advisor at Kintra Wealth, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked for Commonwealth Financial for 12 years. Outside of finance, she owns Sea Change Fitness, a personal training business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and account integration.

Joseph Patterson is a financial advisor at OnePoint BFG Wealth Partners in Parsippany, NJ, holding a Series 65 credential with two years of industry experience. He previously worked at Northwestern Mutual Life Insurance for 29 years before joining Bleakley Financial Group, now OnePoint BFG Wealth Partners, where he has been employed for five years. 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 a variety of investment approaches, including proprietary models and third-party managers, and incorporates technology and operational outsourcing into its service delivery.

Paul Cummings is a financial advisor at Arax Advisory Partners in Madison, NJ, holding Series 65 and Series 66 licenses with four years of industry experience. His prior roles include positions at Transcend Capital Advisors, Corient, Geller Advisors, Fiduciary Trust Company International, Abbott Downing, and Merrill. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, with a notable use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.