George Russell is a financial advisor with A.G.P. / Alliance Global Partners, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including prior roles at Aegis Capital Corp, National Asset Management, Inc., and Cetera Wealth Services, LLC. Outside of advisory work, he operates a tax preparation business as a sole proprietor. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer with a multi-team platform serving over 7,000 clients and managing approximately $2.95 billion. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Kunal Patel is a Certified Financial Planner (CFP®) with 16 years of industry experience, currently serving at Hennion & Walsh Asset Management, Inc. since 2010. He has a Series 66 designation and is based in Parsippany, NJ. Patel has explored potential service-related ventures through a personal company, KHP LLC. 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, managing approximately $768.8 million for over 1,000 clients. The firm employs a blend of fundamental and technical analysis and utilizes a variety of investment strategies across multiple asset classes, offering tailored program structures including wrap fee and unified managed accounts.

Lauren Prince is a CFP® with 22 years of industry experience, currently serving at SAX Wealth Advisors, LLC since 2026. Prior to this, she led Prince Financial Advisory LLC for 15 years. She is also registered as an agent selling fixed annuity products. SAX Wealth Advisors provides investment management, financial planning, and wealth management services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy primarily using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income ladders and third-party sub-advisers.

Adam Talmadge is a CFP® professional with Simon Quick Advisors, LLC, where he has worked since 2019. He has no prior industry experience before joining the firm and was a full-time university student from 2014 to 2019. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and it offers integrated tax and back-office services.

Keith Soltis is a financial advisor at Summit Financial, LLC with over 30 years of industry experience. He holds the ChFC® designation and has worked with firms including MassMutual Investors Services and MetLife Securities. Outside of his advisory role, he is a contributing writer and author of the book *Ivy League Wealth Secrets*. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and serves about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Anthony Ferraiolo is a CFP® professional with five years of industry experience. He is currently with Mariner Independent and has previously worked at firms including AdvicePeriod, LLC and Altfest Personal Wealth Management. Outside of advisory work, he is involved in tax preparation as a tax associate with Mazz CPA LLC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios, third-party managers, and retirement plan services, supported by its platform’s integration with institutional resources and affiliated entities.

Brian Pendleton III is a financial advisor with Hennion & Walsh Asset Management, Inc., holding a Series 66 credential and 15 years of industry experience. He has been with Hennion & Walsh since 2012. Hennion & Walsh Asset Management 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 and employs a variety of investment strategies across multiple asset classes.

Robert Schwartz is a financial advisor at OnePoint BFG Wealth Partners with five years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial, Verizon Communications Inc., and Mars Incorporated. 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 employs a variety of portfolio management strategies combining third-party managers, proprietary models, and technology-driven operational support.

Joseph Geslao III is a financial advisor at OnePoint BFG Wealth Partners with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners offers 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 employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with a majority of assets managed on a discretionary basis.

Christopher Bromley is a CFP® professional affiliated with Simon Quick Advisors, LLC, with one year of experience in the financial industry. Prior to joining Simon Quick Advisors, he worked at Beacon Trust Company and UBS. Outside of his advisory role, he has worked as a bartender at Sammy's Ye Old Cider Mill during non-trading hours. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings, including proprietary tax reporting tools, to deliver its services.

Ralph Currie is an advisor at Brookstone Capital Management LLC with a Series 65 credential and no prior industry experience. His work history includes roles at Brookstone Capital Management and International Financial Advisory Group, along with experience at Lindeken Farms. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, options-enhanced strategies, and proprietary funds, while also serving as a sub-advisor to other advisory programs.

Kenneth Detz is a financial advisor with Primerica Advisors in Parsippany, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Guardian Life Insurance Company and Primerica Advisors since 2014. Outside of his advisory role, he is involved in selling various insurance products, including long-term care insurance and fixed annuities. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions supported by proprietary and third-party strategies.

Jennifer Mc Grogan is a financial advisor at Guardian Life with the Series 66 designation and three years of industry experience. She previously worked at Park Avenue Securities and has been involved with both Guardian Life and Park Avenue Securities since 2020. Outside of her advisory role, she is a co-owner of an e-commerce business and leads the Young Philanthropists group at Impact 100, organizing networking events and meetings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, institutions, and charitable organizations. The firm offers both discretionary and non-discretionary advisory relationships using model portfolios and hybrid digital advisory solutions.

Timothy Burklow Sr. is a ChFC®-designated financial advisor with 35 years of industry experience. He is currently associated with Steward Partners Investment Advisory, LLC and related Steward firms since 2024. Prior to this, he worked at Burklow & Rotella, LLC and Ameriprise. Outside of advising, he has been involved in managing the closure of two businesses. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients, providing a range of investment advisory, financial planning, and managed account services.

Kathryn Dougherty is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation. Prior to her current role, her work history includes positions at Goldman Sachs & Co. LLC and various other roles outside the financial sector. Goldman Sachs Wealth Services advises individual investors, corporate clients, executives, plan sponsors, and institutions, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models and offers clients a variety of platforms and fee arrangements, leveraging resources across the Goldman Sachs organization.

Miles Arvidson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Aegis Capital Corp. and A.G.P. / Alliance Global Partners. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and charitable clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs with discretionary and non-discretionary options.

David Peyser is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven discretionary model account offered as an employee pilot. The program uses approved model strategies managed by PNC or third-party strategists and primarily invests in mutual funds and ETFs with annual rebalancing.

Daniel Guzzo is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and with 31 years of industry experience. He has worked at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2015. Guzzo is also involved with the Taproot Foundation, a nonprofit organization, since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios, non-discretionary recommendations, and investment education. The firm’s advice and portfolio construction rely on Morningstar Investment Management’s proprietary tools and is notable for its large client base and focus on retirement planning services rather than high-net-worth or corporate clients.

Anthony Marino is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2016, with prior roles at Ameriprise, Private Advisor Group, LPL Financial, and RBC Capital Markets. Outside of his advisory work, Marino is involved in a music performance group as a guitar player. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, employing various portfolio management strategies on both discretionary and non-discretionary bases.

Gregory Auerbach is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. He has held roles at Goldman Sachs & Co. LLC since 2021 and previously worked at The Ayco Company, L.P./Mercer Allied for 13 years. He holds a Series 66 designation. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, corporate participants, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging proprietary research, tactical allocation models, and integrated capabilities across Goldman Sachs affiliates.