Ryan Lovell is a financial advisor at Simplicity Wealth with 20 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Ameriprise Financial Services, The Leaders Group, and Osaic Wealth/Highland Capital. Outside of his advisory role, he assists financial advisors with insurance sales through COVR Financial Technologies. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for advisers through a managed account platform.

Richard Hveem is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1995 and is also involved with Campus Corner. Outside of his advisory work, he is an owner and provides funding for an online resale business operated by his wife. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs using both discretionary and non-discretionary management, employing fundamental and technical analysis across various asset classes.

Donald Callahan III is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Hennion & Walsh Asset Management, Inc. and has held roles at JPMorgan Chase Bank and JPMorgan Securities LLC since 2014. Outside of finance, he was involved with The Piano Workshop at Chester for five years. 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 manages approximately $768.8 million across multiple program structures, employing a combination of fundamental and technical analysis with a range of investment strategies and asset classes.

Ryan Nelson is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Eversource in 2024, he worked at Equitable Advisors and operated Nelson Financial Services. Since 2023, he has also been an independent insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves individual and institutional clients through a national network of investment advisor representatives, offering wealth management, financial planning, investment advisory, and consulting services. The firm employs multiple investment programs and conducts operational and investment due diligence, including on private market funds, and manages private pooled investments alongside advisory services.

Richard Rodman is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and with 39 years of industry experience. His prior roles include positions at IAM Advisory LLC, Royal Alliance Associates, INC., Investment Advisors Asset Management, LLC, and Second Opinion Financial Services, LLC. Outside of advising, he is a published financial author and operates a consulting business overseeing equipment financing for a long-haul automobile carrier. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and quantitative metrics to align client preferences with long-term strategies, combining passive and active investment management with dynamic rebalancing when appropriate.

Robert Fradella is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at EisnerAmper Wealth Management & Corporate Benefits, Coastal Pension Services, and Consulting Actuaries Inc. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, retirement-plan advisory, and consulting. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Francis Lepore is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 66 registrations and having 23 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual Investment Management. Outside of his advisory work, he is also the owner of a restaurant. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

Joseph Cutler is a financial advisor at Arete Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA, where he worked for over a decade. Arete Wealth Advisors offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs both advisor-driven and proprietary model portfolio strategies, uses third-party sub-advisers, and serves as an ERISA fiduciary when applicable.

Marnie Hards is a Certified Financial Planner (CFP®) at SAX Wealth Advisors, LLC with 21 years of industry experience. She worked at Azar Financial Advisors, LLC for 27 years prior to joining SAX Wealth Advisors in 2026. SAX Wealth Advisors provides investment management, financial planning, and wealth management services to a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs long-term, evidence-based asset allocation strategies primarily using low-cost passive mutual funds and ETFs, supplementing portfolios with customized fixed-income ladders and third-party sub-advisers.

Deven Markase is a financial advisor at Gilder Gagnon Howe & Co. LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gilder Gagnon Howe since 2021. Outside of finance, Markase is a self-employed DJ and music producer, performing at venues and producing music. Gilder Gagnon Howe & Co. provides discretionary portfolio management for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Allen Sista is a CFA® charterholder affiliated with RMR Wealth Builders, Inc. He has seven years of industry experience, including previous roles at Meteora Capital and independent advisory work. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, fiduciary services, sub-advisory roles, and educational seminars, with a range of traditional and specialist investment strategies.

Paul Tinnirello is a financial advisor at Simplicity Wealth with 9 years of industry experience. He holds Series 65 and Series 66 designations. His previous roles include positions at Bleakley Financial Group and Merrill. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios managed with ongoing monitoring and rebalancing, along with optional services such as tax optimization and customized investment screening.

Matthew Mortillaro is a financial advisor with Regal Investment Advisors LLC in Morristown, NJ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Regulus Financial Group, Eagle Strategies (NY Life), and New York Life Insurance Company. Mortillaro also provides financial and insurance services through his involvement with Cornerstone Wealth Associates. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management to independent advisers and serves a variety of client types, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios, with advisers selecting allocations and granting Regal discretionary authority to manage accounts.

Cedric Welch is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding Series 65 and Series 63 licenses with six years of industry experience. Prior to joining Gilder Gagnon Howe & Co. in 2020, he was self-employed for two years and worked at Black Coffee Channel, Inc. for twelve years. Outside of his advisory role, Welch is President and CEO of Hip-Hoppreneur, Inc., a consulting firm focused on executive coaching and business strategy, and he contributes as a panelist, curator, and facilitator at The Gathering Spot, a private members-only city club. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion. The firm operates as both a registered investment adviser and broker-dealer, using transaction-based commissions on non-retirement accounts and offering separately managed accounts alongside a retirement-only wrap-fee program.

Hoa Le is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, Merrill, Wells Fargo Clearing, and UBS Financial Services. She maintains registrations with both Transcend Capital Advisors and Purshe Kaplan Sterling Investments. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm uses a combination of in-house portfolio teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

Logan Snodgrass is a financial advisor at Realta Investment Advisors, Inc. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Realta, he worked at firms including Slack, Peacock, and Hulu. Outside of his advisory role, he is involved in executive support and operations for a private equity firm and holds leadership roles in financial consulting and digital marketing ventures. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm’s approach includes personalized goal-setting and asset allocation across various investment vehicles, with offerings that include in-house portfolio management, third-party manager programs, and retirement-plan consulting.

Jack Mahoney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2018. Prior to this, he worked at UBS Financial Services for five years. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations with wealth management, investment consulting, financial planning, and tax services. The firm employs a multi-manager investment approach using proprietary quantitative analysis and due diligence, and operates several affiliated pooled investment vehicles along with services such as tax-return preparation and household financial administration.

Athishay Gangadharan is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Kestra Private Wealth Services, LLC and Kestra Investment Services LLC since 2021. Prior to joining Kestra, he worked at TIAA and FIFTH THIRD SECURITIES, Inc., as well as Merrill. He is managing partner and senior wealth advisor at Evoke Wealth Management, an independent RIA platform, and is also a partner in a personal investment LLC and president of a tax entity. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and specialized services, including third-party manager platforms and annuity subaccount management.

Matthew Harris is a CFP® professional with 14 years of industry experience. He currently works at Mission Wealth Management, LP and has previously been with firms including MAI Capital Management, Marcum Wealth, and Raymond James Financial. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by offering comprehensive wealth management, personalized financial planning, investment management, and related consulting services. The firm employs a total picture approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, using both internal and third-party sub-advisors to tailor portfolios and services to client needs.

Michael Bohlinger is a financial advisor at Leo Wealth, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Olden Lane Securities, LLC. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs a combination of ETF-based models and systematic single-stock strategies to construct diversified, risk-tiered portfolios.