Marc Guido is a financial advisor at RMR Wealth Builders, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Calton & Associates, Inc. Outside of his advisory role, he works as a performance coach and personal trainer and coaches youth hockey. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, and digital-asset management.

Theodore Cambilis is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Circle Wealth Management, LLC since 2015. Circle Wealth Management is an independent, women-owned registered investment adviser specializing in customized wealth advisory, investment management, and family office services for high-net-worth individuals, multi-generational families, and related entities. The firm manages approximately $14.07 billion in assets across 73 client relationships and emphasizes coordinated estate, tax, insurance, and charitable planning alongside a broad range of investment strategies.

Robert Bezzone is a financial advisor at Arax Advisory Partners with 34 years of industry experience. He holds a Series 63 designation and has worked with several notable firms, including Bank of America, Merrill, Wells Fargo Clearing, and Citigroup Global Markets. In addition to his advisory work, he serves as a committee member for the Sisters of Christian Charity and a board member for St. Paul - Inside The Walls, both religious charities. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with a team of over 200 advisors. The firm serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Michael Conway is a ChFC® with 43 years of industry experience. He has worked at Summit Financial, LLC since 2018 and previously spent 34 years with Summit Equities, Inc. and Summit Financial Resources, Inc. Mr. Conway operates farmland and stables and serves as the chief coordinator for a youth program that introduces inner-city children to farm activities. He is also the co-founder of an ESG investment platform and a B2B subscription service for financial advisors. 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 services, combining discretionary and advisor-led consultative programs.

William Andrews is a Series 66-licensed advisor at RMR Wealth Builders, Inc. with five years of industry experience. Prior to joining RMR Wealth Builders in 2025, he worked at Hightower Advisors for four years and held positions at Farr Miller & Washington, LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

Spencer Marsh is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with Beacon Investment Advisory Services since 2011. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals—including high-net-worth clients—as well as 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 customization options, supported by its affiliation with a chartered trust company and bank holding company.

Jason Plawner is a CFA® charterholder affiliated with Wealthcare Advisory Partners LLC. He has nine years of industry experience, including roles at Old City Investment Partners and Weizmann Global Endowment Management Trust. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active strategies with dynamic rebalancing.

Christopher Shagawat is a financial advisor at Beacon Trust with 13 years of industry experience. He holds a Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2015. He also maintains a role at Acertus Capital Management, LLC, where he has worked since 2013. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and certain 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 that includes tax-aware management and loss harvesting.

Edward Majtenyi is a financial advisor at RMR Wealth Builders, Inc. with 43 years of industry experience. He has been with RMR Wealth Builders since 1986 and previously worked at Calton & Associates, Inc. for 10 years. Outside of advisory work, he owns HR Ease LLC, a technology company focused on software and services. RMR Wealth Builders is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan services, and specialized advisory programs including annuity management and digital asset management.

Brittany Halpern is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and eight years of industry experience. She has been with Summit Financial in various capacities since 2013 and concurrently associated with Purshe Kaplan Sterling Investments since 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Jay Ahlbeck is a financial advisor at Mariner Independent with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Mariner Independent and Kinney Munro Wealth Advisors in 2024, he worked at Planning Capital Management Corp. for 19 years. Outside of his advisory work, he oversees a hobby farm that produces hay, wood, and maple syrup. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services supported by institutional resources and affiliated investment relationships.

Juan Matallana is a financial advisor at Arete Wealth Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at B. Riley Wealth Advisors, Inc. and National Securities Corporation. Outside of his advisory role, he serves as a board member and COO of SEFT FC Corporation, a 501(c)(3) nonprofit semi-professional soccer team. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels to support its advisory services.

Yiorgos Georgeson is a CFP®, CFA®, and Series 65 credentialed advisor at AlphaCore Capital LLC with eight years of industry experience. He previously worked at Brave Asset Management, Inc. for nine years and has experience at Hall Capital Partners LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income, and offers services including tax preparation, trustee duties, and ERISA retirement plan advisory.

Thomas Hagerstrom is a financial advisor at Robertson Stephens Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Haymarket Wealth Management LLC for 11 years. He serves on the board and as head of the investment committee for the Madison Area YMCA Association, where he helps create the investment policy statement. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight, managing over $7 billion in client assets as of December 31, 2024.

William Lapiana is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Newbridge Securities for 15 years before joining Ausdal in 2024. Outside of his advisory role, he leads Lapiana Consulting Group and is involved in explaining deferred sales trust strategies to clients. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial planning services, with investment strategies tailored to clients’ objectives and risk profiles.

James Barrett is a Series 63-licensed advisor with 43 years of industry experience. He is currently with RMR Wealth Builders, Inc., where he has worked for a combined total of over 40 years, and also spent time at Calton & Associates, Inc. Barrett's long tenure reflects extensive involvement in wealth advisory services. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with accounts managed through model-based allocations and a range of advisory program options.

Richard Beam Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Woodbury Financial Services and H. Beck, Inc. In addition to his advisory role, he is president of a CPA firm specializing in tax preparation and accounting services and serves as managing member of a third-party administration LLC for defined contribution and defined benefit plans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory programs. The firm combines individualized planning with discretionary and non-discretionary account management and provides access to various managed account solutions through its dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Gary Borowiec is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with M HOLDINGS SECURITIES, Inc. and has previously worked at Madison Legacy Partners, Madison & Main Advisors, and Atlas Advisory Group. Borowiec serves as Secretary for the Estate Planning Council of Northern New Jersey. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other entities through a network of independent firms and professionals. The firm offers investment management, retirement plan consulting, financial planning, and insurance advisory services, utilizing discretionary and non-discretionary programs supported by platform providers and sub-advisors.

John Walsh Jr. is a financial advisor at World Equity Group, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with World Equity Group since 2016. Outside of his advisory role, he serves as board secretary for the Morristown Partnership, is a board member and director of men’s tennis at the Morristown Field Club, and sits on the board of Cornerstone Family Programs, which supports families in need. World Equity Group provides fee-based investment advisory and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm offers managed portfolios through discretionary third-party money managers and uses a risk-tolerance questionnaire to guide asset allocation.

Edward Mercier is a financial advisor at Simplicity Wealth with 38 years of industry experience. He holds a Series 65 designation and has worked previously at Charles Schwab, Portsmouth Financial Services, and Retireone Investment Services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers through its managed account platform.