Edward Ruja is a financial advisor at Simplicity Wealth with Series 66 credentials and has been in the industry since 2026. Prior to joining Simplicity Wealth, he held positions at several firms including Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, his work history includes roles in the service industry and country club management. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside managing a TAMP platform with model portfolios and third-party managers.

Joshua Mondschein is a financial advisor at RMR Wealth Builders, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RMR Wealth Builders since 2020, following a decade at Calton & Associates, Inc. He is the owner and president of Mondschein Associates, Inc., a licensed insurance agency specializing in personal and commercial lines, pension consulting, asset protection, and estate planning. Mondschein also serves as an uncompensated board member of the William H. Kearns Foundation and is a director at HR Ease, LLC, a benefit administration platform. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in 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 tailored investment strategies.

Cynthia Rottini is a financial advisor with Summit Financial, LLC, holding a Series 66 license and nine years of industry experience. She has been with Summit Financial and Purshe Kaplan Sterling Investments since 2018 and previously worked at Summit Financial Resources, Inc. and Summit Equities, Inc. from 2016 to 2018. 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, combining discretionary and consultative services tailored to client preferences.

Tracy Hummel is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 22 years of industry experience. She has been associated with John Hancock and its related entities since 2005 and has also worked with Manulife Asset Management since 2012. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to produce written recommendations, primarily focusing on asset allocation, retirement, and estate planning, and serves a large client base through a technology-assisted model.

Jeanpaul Skovronck is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Alexander Capital since 2012 and has maintained a long-term business presence since 2003. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients, using a combination of proprietary technical analysis and fundamental review within a top-down, asset-allocation framework. The firm employs discretionary management, sub-advisers, and model portfolios while utilizing third-party platforms for execution and custody.

Vincent Nauheimer Jr. is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at LPL Financial, Private Advisor Group, and Summit Equities. He also provides administrative support to Bleakley Financial Group, an independent investment advisor firm. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a client-specific investment approach using third-party managers, custodian platforms, and proprietary models, supported by technological and operational resources.

Lyle Weintraub is a CFP® professional with 33 years of industry experience, currently affiliated with OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial, among others. 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 client-specific investment strategies using a combination of third-party managers, proprietary models, and technology-driven operational support.

James Pruskowski is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 65 and Series 63 credentials. He has prior experience spanning nearly three decades at Blackrock and has also worked with 16th Amendment Advisors. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, including high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis and utilizes a variety of investment strategies across multiple asset classes.

Steven Cook is an advisor at Hennion & Walsh Asset Management, Inc. He holds the Series 66 designation and has recently entered the financial industry. Prior to joining Hennion & Walsh, he worked at LPL Enterprise LLC and has an academic background from the University of Alabama. 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 through a team of 73 advisors.

Evan Drury is a financial advisor at Gateway Wealth Partners, LLC with 13 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Gateway Wealth Partners in 2025, he worked at Kestra Advisory and Kestra Investment Services for over a decade. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, wealth management, and retirement plan consulting. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, managing approximately $2.28 billion in regulatory assets.

Mike Saul is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Transcend Capital Advisors, Bank of America, and Merrill. Outside of his advisory activities, Saul serves as a trustee of a condominium association and is involved in local Jewish community organizations as a board member and investment committee member. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, retirement plans, and institutional clients, offering a range of portfolio management and financial planning services. The firm uses a client-profile-driven investment approach, engages third-party managers, and incorporates AI-assisted tools while maintaining human oversight.

Peter Chandler is a CFP® professional with 22 years of experience in the financial industry. He is currently with RMR Wealth Builders, Inc., having joined the firm in 2025. Prior to this, he worked at Fisher Investments for four years and CION Securities, LLC for nine years. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with a distinctive approach that includes insurance product sales and a digital-asset platform.

Bruce Fitzsimmons is a financial advisor with Quotient Wealth Partners, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Mercer Allied Company, L.P. He is currently based in Randolph, NJ. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary wealth and investment management. The firm emphasizes tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, supported by fundamental and cyclical analysis and technology for managing held-away accounts.

Jitender Gidwani is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors, Inc. and Equitable Advisors. Outside of his advisory role, he serves as a board member at Gulf Atlantic Bank. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party programs.

Diane Radossich is a financial advisor at Beacon Trust with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Beacon Trust since 2017. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and 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 and tax-aware strategies.

Nicholas Choman is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at A.G.P./Alliance Global Partners, Aegis Capital Corp, LPL Financial, Voya Financial Advisors, and Vision Retirement. In addition to his advisory work, he is involved with ACC Corp., a general insurance agency. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.9 billion across 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.

David Severe is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 65 designation. He has one year of experience in the financial industry and a prior career of over two decades at AT&T. Main Street Financial Solutions serves a broad client base, including individuals, pension plans, trusts, and business entities. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while offering ERISA fiduciary consulting and managing held-away accounts through third-party platforms.

Dante Petullo is a CFP® and holds a Series 66 license, currently affiliated with OnePoint BFG Wealth Partners. He has three years of industry experience and previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Before entering the financial services industry, he was involved with Boardwalk Pizza. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary models and third-party managers, with most assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

Alexa Tambasco is a ChFC® credentialed financial advisor at SAX Wealth Advisors, LLC with two years of industry experience. Prior to joining SAX Wealth Advisors in 2022, she worked at MassMutual TriState and Sterling Financial Group. She also has a background in education from Ithaca College. SAX Wealth Advisors provides investment management, comprehensive financial planning, and specialized consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm follows an evidence-based investment approach focused on globally diversified, low-cost passive funds and uses discretionary portfolio management tailored to client needs.

Reuben De Almeida is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Bank of America N.A., Merrill, Pruco Securities, and The Prudential Insurance Company of America. He is currently based in Scotch Plains, NJ. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily onboarding retail investors through its FMAX wrap-fee platform and third-party discretionary managers.