Marshall Burroughs is a CFP® professional with 23 years of experience in the financial services industry. He currently serves at RMR Wealth Builders, Inc. and previously worked at M&R Capital Management, Inc., Salesforce, and Deutsche Bank Securities Inc. Outside of advisory services, he is an independent insurance agent specializing in life, health, and disability insurance, and he is president of Burroughs Financial Planning, LLC. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Douglas Roth is a financial advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding a Series 63 designation and over 40 years of experience at RMR Wealth Builders, with an additional 10 years at Calton & Associates, Inc. He is the owner of HR Ease LLC, a technology company that provides benefits enrollment software services. Roth is also a member of Wealth Builders Ventures OC, LLC, an investment holding company. 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 various advisory program options, with client relationships organized around registered investment adviser representatives who implement strategies on a discretionary or non-discretionary basis.

Wayne Howell is a CFP® with 22 years of industry experience and is currently with CW Advisors, LLC. He previously worked at Delta Financial Group, Inc. for 13 years and maintains an accounting and tax practice under Wayne W Howell, CPA. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies with oversight from an Investment Oversight Committee.

Timothy Checko is a financial advisor at Realta Investment Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Merrill and LPL Financial LLC. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and implements strategies using diversified asset allocation, operating the NOVA platform and various third-party manager programs.

Todd Engmann is a financial advisor at Cary Street Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the executor of an estate for a client. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that includes traditional and alternative strategies, combining third-party and in-house resources.

Ayman Ezzat is a financial advisor at Main Street Financial Solutions, LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Main Street Financial Solutions in 2018, he worked at Bank of America and Merrill from 2011 to 2018. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach with a focus on low-cost passive ETFs, actively managed funds, and individualized portfolio strategies, while also providing ERISA fiduciary consulting and using institutional and advisor-facing platforms.

Todd Scorzafava is a CERTIFIED FINANCIAL PLANNER™ professional at Wealthcare Advisory Partners LLC with 26 years of industry experience. He has held positions at LPL Financial and Greenberg & Rapp Financial Group. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework that integrates behavioral economics and proprietary quantitative measures to construct diversified, long-term portfolios.

Dominic Aceto is a CFP® professional at RMR Wealth Builders, Inc. in Montclair, NJ, with seven years of industry experience. He has been with RMR Wealth Builders since 2018 and previously worked at Calton & Associates, Inc. Dominic is also a member of Wealth Builders Ventures OC, LLC, a holding company involved with an investment in Orange Comet. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement fiduciary services, and specialist advisory options such as annuity management and digital asset programs.

David Hedley III is a financial advisor with Simon Quick Advisors, LLC, holding a Series 63 designation and over 31 years of industry experience. He joined Simon Quick Advisors in 2021 after six years with Ernst & Young Capital Advisors and Ernst & Young US. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering a range of services including wealth management, investment consulting, financial and tax planning, and administrative support. The firm employs a diversified investment approach involving independent managers, mutual funds, ETFs, and affiliated private funds, and it operates multiple affiliated private funds while providing integrated tax and back-office services.

Bradley Hamilton is a Series 65-licensed financial advisor with 11 years of industry experience, currently with Hoxton Wealth. His prior roles include positions at Blacktower Financial Management (US) LLC and DeVere USA INC. He has also worked at Hoxton Risk Management LLC since 2023. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on risk-based model portfolios and pension transfer advisory services, operating mainly on a non-discretionary basis with a diverse international client base.

Zachary Ross is an investment adviser representative at Independent Wealth Network, Inc. with nine years of industry experience. He holds a Series 66 credential and has held prior roles at firms including Emerson Equity LLC, Fidelity Investments, Equitable Advisors, and JP Morgan Chase Bank. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and may utilize third-party managers and oversight services to align client assets with broader financial plans.

Richard Spinner is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Transcend Wealth Collective, LLC and Edge Wealth Management. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight for portfolio management.

Christopher Wholehan is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds the Series 63 and Series 65 designations. His career includes prior roles at TLG Advisors and Simplicity Investments, as well as more than 30 years at Ohio State University and ongoing work with Wholehan Marketing Associates. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering both discretionary and non-discretionary portfolio management along with technology and operational support for other advisers.

Lisa Guido is a financial advisor at Summit Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Summit Financial, she worked at Verizon for 11 years. 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 offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches to investment management.

Patrick Rogers is a Senior Relationship Manager at Prosperity - An EisnerAmper Company with 14 years of industry experience. He has held roles at firms including Dai Securities, APW Capital, and Scottrade. His current work focuses on client relationship management and wealth advisory services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory. The firm manages approximately $5 billion in client assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management strategies.

Stuart Simchowitz is a financial advisor at RMR Wealth Builders, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RMR Wealth Builders since 2020, with prior experience at Calton & Associates, Inc. and as owner and CEO of Sammax Consultants, Ltd., a bookkeeping and administration business. RMR Wealth Builders is a multi-team SEC-registered 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, and digital-asset management, integrating both advisory and insurance product services.

Thomas Belding is a CFP® professional with four years of experience, currently serving at CGN Advisors, LLC since 2021. His prior career includes 29 years at BELKO, Inc. and 13 years at The Newgrange School of Princeton, Inc. He serves as a trustee for the Jean Belding Fay Trust and holds board memberships with the Planning Board of Chatham Borough and the Progressive Center for Independent Living, a nonprofit advocating for the rights of people with disabilities. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and offers fiduciary advice through discretionary and non-discretionary engagements, incorporating tax-aware investment vehicles and third-party manager relationships.

Lee Delaporte III is a financial advisor with Beacon Trust in Morristown, NJ, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. He is also a partner in a fitness club, NBD Fitness, where he serves in a non-operating capacity. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension and charitable entities, managing approximately $4.26 billion in discretionary assets. The firm employs an open-architecture approach combining in-house strategies, factor-based and ETF models, separately managed accounts, and monitored independent managers, with an emphasis on tax awareness and customized fixed-income portfolios.

Karol Krucinski is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has worked at Fortis Capital Advisors since 2021 and previously held roles at Fortis Lux Wealth Management and Marea. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, using both model and bespoke strategies across various investment approaches, with discretionary management and online reporting.

Nicholas La Verghetta is a financial advisor at RMR Wealth Builders, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at Bank of America, Weber, Shapiro & Company LLP, NCM Capital Management, and Stack Sports. 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, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies using model portfolios and periodic reviews.