Brogan O'Connor is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. He joined RMR Wealth Builders, Inc. in 2024 after spending 11 years at Sentinel Benefits & Financial Group. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

Salvatore Benigno is a financial advisor at OnePoint BFG Wealth Partners with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a mix of third-party managers, custodian platforms, and proprietary models to create client-specific portfolios and integrates technology and operational outsourcing into its service model.

Eric Passin is a financial advisor at Savvy with 33 years of industry experience, holding Series 63 and Series 66 licenses. His prior roles include positions at Farther Finance Advisors and Prudential Insurance Company of America. Outside of his advisory work, he is an insurance agent affiliated with DPL Financial Partners. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, providing a range of investment and financial planning services. The firm customizes investment plans based on client objectives and employs a primarily index-based, long-term approach while incorporating active equity portfolios, tax-aware strategies, and specialized sub-adviser solutions.

Matthew Renov is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bleakley Financial Group, Private Advisor Group, and Summit Equities. Renov is also licensed as an insurance agent, focusing on life and long-term care insurance. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies, including proprietary models and third-party managers, supported by technology and operational outsourcing.

Ryan Schoeffield is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding a Series 66 designation and 11 years of industry experience. He has been with Hennion & Walsh since 2016. 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 range of strategies across various asset classes and offers both discretionary and non-discretionary management, with multiple program options including wrap-fee and personalized UMA programs.

John Pawlik is a financial advisor at Beacon Trust with 16 years of industry experience. He holds the Series 65 designation and has worked at Lassus Wherley since 2000. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and offers an open-architecture investment platform with a risk-first framework, tax-aware management, and a proprietary mutual fund focused on capital preservation and appreciation.

Sean Moro is a financial advisor with Valley Wealth Managers, Inc. holding a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services, and Equitable Advisors. Outside of financial services, he has been involved with the Wyckoff Family YMCA in various capacities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities alongside mutual funds and ETFs, with oversight from an investment committee.

Kevin Kreuzer is a financial advisor at Summit Financial, LLC with 22 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include work with Purshe Kaplan Sterling Investments and several Summit entities, including Summit Risk Management, Inc., where he sells insurance products. Summit Financial, LLC is a 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.

David Scheidel is a PFS™ credentialed advisor with 22 years of industry experience, currently serving at Sierra Financial Advisors, LLC since 2006. He has held concurrent roles at SAX Wealth Advisors, LLC and SAX Advisory Group since 2026, and maintains involvement in his CPA firm, Scheidel & Sullivan CPA, LLC, as well as other business ventures dating back over two decades. Sierra Financial Advisors provides personalized financial planning and fee-only investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. The firm delivers primarily non-discretionary advice using a mix of fundamental and technical analysis, managing portfolios that include mutual funds and individual securities, and maintains an affiliation with an accounting firm while keeping advisory services distinct.

Emmett Newton III is a financial advisor at Vanderbilt Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 17 years. Outside of his advisory role, he serves as a notary in Denville, NJ. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

James Cantela is a CFP® professional at MissionSquare Retirement with 14 years of industry experience. His career includes roles at Merrill, Valley National Bank, and Massachusetts Mutual Life Insurance Co. He holds Series 63, 65, and 66 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways provides discretionary Managed Accounts and nondiscretionary Fund Advice within MissionSquare-administered accounts, with investment advice and model portfolios developed by Morningstar Investment Management.

Matthew Pascarella is a financial advisor at Mutual Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Advisors since 2020, following seven years at Founders Financial Securities, LLC. Outside of his advisory role, he serves as a director at Woods End Merchants Services, LLC, a merchant services firm. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors and serves individuals, institutional investors, trusts, and retirement plan participants. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing both passive and active investment strategies tailored to client objectives.

Michael Luis is a financial advisor at RMR Wealth Builders, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at Calton & Associates, Inc. for eight years. He has been associated with RMR Wealth Builders for multiple periods since 2011. RMR Wealth Builders is a multi-team SEC-registered investment 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.

James Freda is a financial advisor at Hennion & Walsh Asset Management, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has been with Hennion & Walsh since 2023. Prior to that, he worked briefly at Charles Grotyohann and has experience in contracting and landscaping. 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 about 1,087 clients through a team of 73 advisors, offering multiple program structures and employing a combination of fundamental and technical analysis across various asset classes.

John Higgins VII is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Consolidated Portfolio Review Corp. His prior experience includes roles at Personal CFO Solutions LLC, Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The Ayco Company, L.P./Mercer Allied. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and consulting, with investment strategies executed by independent advisors using a variety of asset allocation and analysis techniques.

Robert Barker is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management since 2004 and has also worked with Nationwide Planning Associates Inc. since 1993. Outside of his advisory role, Barker is involved in mortgage sales as a loan officer with GFI Mortgage. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Steven Lieberman is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Merit Financial Advisors since 2026. His prior roles include eight years at Summit Financial, LLC and Purshe Kaplan Sterling Investments, and 27 years at Summit Equities, Inc. and Summit Financial Resources, Inc. He is also involved in financial planning and wealth management through a partnership at Summit Financial, LLC. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 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 team, with options for customized portfolio management.

Thomas Orecchio is a CFP®, CFA®, and ChFC® with 23 years of experience in the financial advisory industry. He has been with Modera Wealth Management, LLC since 2011. Outside of his advisory role, he serves as a trustee for a close personal friend, managing typical trustee responsibilities including trust administration and investment decisions. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selected independent managers.

Nicholas Di Palo is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Modera Wealth Management, LLC since 2026 and previously held roles at Cerity Partners LLC and Michael J. Porro & Co. Prior to his advisory career, he spent ten years in full-time education. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors by offering wealth and portfolio management, retirement plan consulting, and financial planning. The firm combines diversified asset allocation based on Modern Portfolio Theory with integrated accounting and tax services, supporting clients through a broad range of investment and ancillary offerings.

David Gottlieb is a financial advisor with Savvy in West Orange, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at EisnerAmper Wealth Management, Ameriprise Financial Services, and APW Capital, Inc. He also provides fixed insurance and annuity products through Advisors Excel. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and external sub-advisers.