Mark Chioda is a Series 65–licensed advisor at Tucker Asset Management LLC with six years of industry experience. He has worked at Tucker Asset Management since 2019 and previously was with Strategic Retirement Solutions, LLC. Outside of his advisory role, he operates as an independent insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation process to manage portfolios across various strategies, including alternative investments, and delivers services through a network of independent investment adviser representatives.

Richard Wright Jr. is a CFP® professional with 36 years of experience in the financial services industry. He currently works at OnePoint BFG Wealth Partners and has held previous roles at Purshe Kaplan Sterling Investments, Bleakley Financial Group, 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 and third-party investment models, managing the majority of client assets on a discretionary basis with formal monitoring and rebalancing processes.

Lawrence Bogar is a ChFC® credentialed financial advisor with 36 years of industry experience, currently with Advisory Services Network since 2018. He previously worked at Wunderlich Securities, Inc. from 2016 to 2017. Outside of advising, he serves in leadership roles with the Exit Planning Institute and the National Association of Estate Planners and Councils, including committee and board positions focused on business succession and exit planning. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with tailored investment strategies across a broad range of asset classes.

Francis Gargano is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. He previously worked at Concourse Financial Group Securities Inc and Ameritas Investment Corp. Gargano is also the president and owner of Financial Independence Network LLC, where he provides insurance and investment product sales and advisory services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, incorporating modern portfolio theory and other analytical methods.

Brooke Hardiman is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and six years of industry experience. She previously worked at Private Advisor Group and LPL Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a variety of portfolio management models and integrates technology and operational outsourcing into its service delivery.

Michael Shimkin is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds the Series 65 and Series 66 licenses and previously worked for Bank of America Private Bank for ten years. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model with oversight from an Investment Committee and offers a range of services including discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions.

Ryan Curran is a CFP® and Series 66-registered advisor at OnePoint BFG Wealth Partners with four years of industry experience. Prior to joining the firm, he worked at Bank of America and Merrill. Ryan has a background that includes experience at Rutgers University and service at Rockaway River Country Club. OnePoint BFG Wealth Partners serves a broad client base including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides customized financial planning and wealth management through a combination of proprietary models, third-party managers, and custodian platforms.

William Thomson is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes extensive tenures at TFS Securities, Inc. and Fortune Financial Services, Inc., among others. Thomson also sells and services flood insurance policies through the National Flood Insurance Program. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets with a tailored approach using a mix of fundamental, technical, and cyclical analysis and offers both discretionary portfolio management and standalone financial planning.

Laurence Sobin is a financial advisor with Packerland Brokerage Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 17 years with Packerland. Sobin also operates Sobin Financial Group as a financial consultant, focusing on life, health, long-term care, disability insurance, fixed and indexed annuities, and Medicare supplements. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a range of investment solutions, including third-party money managers and advisory programs on the Hilltop-environment platform.

Giovanni Buzzetta is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities since 2017 and National Securities Corp from 2013 to 2017. Outside of advising, he serves as a CCD instructor for a Catholic church program in Helmetta, NJ. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers to meet client objectives.

David Mandelbaum is a financial advisor at OnePoint BFG Wealth Partners with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bleakley Financial Group, Private Advisor Group, and Omega Advisors. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.

Kenneth Robinson is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with SAX Wealth Advisors, LLC since 2024, following a 19-year tenure at Practical Financial Planning Inc, formerly known as The Kenneth Robinson Co. SAX Wealth Advisors provides comprehensive financial planning, investment management, employee benefit plan advisory, 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.

Alexis Macias is a financial advisor at OnePoint BFG Wealth Partners with three years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and RoundAngle Advisors LLC. In addition to his advisory role, he serves as Director of Operations at Bleakley Financial Group, overseeing the operations team. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm implements client-specific investment strategies using a combination of third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Tyler Mitnick is a financial advisor at Hennion & Walsh Asset Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2014. 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 employs a combination of fundamental and technical analysis and offers multiple program structures, managing approximately $768.8 million for over 1,000 clients.

Kyle Ruff is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Kyle has been with Hennion & Walsh since 2016. 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 employs a range of investment strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Todd Engmann is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Oppenheimer, Morgan Stanley, Citigroup Global Markets, and Ameriprise Advisor Services. Outside of his advisory role, he owns a business selling handcrafted earrings and serves as executor of an estate. Cary Street Partners provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a wide range of investment options and proprietary strategies, with a focus on serving institutional niches such as state and municipal government entities and insurance companies.

John Mc Laughlin is a financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Vantage Ventures. 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 utilizes a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

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.

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 worked at firms including Edge Wealth Management, Transcend Wealth Collective, and Merrill. Cary Street Partners provides discretionary and non-discretionary 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 diverse client needs including ERISA retirement plans and institutional niches such as state and municipal government entities.