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 Hall Capital Partners LLC for one year. AlphaCore Capital LLC is an independent wealth advisory firm with around 70 advisors managing approximately $13 billion, serving individuals, entities, and institutional investors. The firm combines allocation to alternative investments with traditional equities and fixed income, employing fundamental and qualitative macro analysis and a manager due-diligence process to construct multi-asset portfolios that include both liquid and illiquid private market commitments.

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.

Julianna Roberto is a CFA® charterholder and holds a Series 63 license with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Northwestern Mutual Investment Management. 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 employs a combination of proprietary investment models, third-party managers, and custodian programs, with the majority of assets managed on a discretionary basis.

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.

Cal Smith is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Trust Portfolios L.P. and Advisors Asset Management, Inc. prior to joining Hennion & Walsh in 2018. 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 uses a range of strategies across multiple asset classes and offers both discretionary and non-discretionary management through various programs, including wrap-fee and personalized UMA programs.

Karen Loschiavo is a financial advisor at Advisors Capital Management, LLC in Ridgewood, NJ, with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Advisors Capital Management since 2016. Advisors Capital Management serves a diverse client base including individuals, high‑net‑worth clients, employee benefit plans, and intermediary clients such as unaffiliated broker‑dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self‑directed brokerage solution, employing a blend of top‑down macro and bottom‑up fundamental, quantitative, and qualitative analyses.

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 39 years of industry experience. He holds a Series 65 designation and has previously worked at Charles Schwab, Portsmouth Financial Services, and Retireone Investment Services. Mercier has been with Simplicity Wealth since 2026. Simplicity Wealth serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers model portfolios monitored with ongoing rebalancing, alongside services such as tax optimization and customized investment screening.

Kathleen Fortoul is a financial advisor at Citizens Private Wealth with 35 years of industry experience. She holds the Series 63 designation and has held previous positions at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, and UBS Financial Services. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary management alongside business consulting services for multigenerational and closely held business matters.

Daniel Nardolillo is a CFP® professional with 10 years of industry experience, currently serving at Summit Financial, LLC. He has previously worked at Aurora Private Wealth, Inc. and LPL Financial. Outside of his advisory role, he is involved in financial planning operations and consulting through WealthPlan Advantage, where he provides financial planning services and design implementation. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Ryan Goudie is a CFP® certificant and registered investment advisor affiliated with RMR Wealth Builders, Inc., with seven years of industry experience. He has held roles at RMR Wealth Builders and Calton & Associates, Inc., among other firms. He also holds an insurance agent position with MassMutual, primarily handling renewals without active solicitation. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, and specialty advisory options such as annuity management and digital asset programs.

Frank Vanore is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and over 43 years of industry experience. He has been with Summit Financial since 2018 and previously worked at affiliate firms including Summit Financial Resources, Inc. and Summit Equities, Inc. Mr. Vanore also offers insurance products as a broker through various companies, including an affiliated firm. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management services, combining discretionary management with consultative programs that emphasize advisor-led monitoring and client trade approvals.

Marc Oceanak is a CFP® professional with nine years of industry experience, currently affiliated with Beacon Trust in Morristown, NJ. His career includes roles at Cetera Wealth Services, Avantax, and MassMutual, among others, and he also serves as a financial advisor with Scafa Financial Services, providing investment and retirement planning. Beacon Trust offers financial planning, discretionary portfolio management, and trustee services to individuals, trusts, pension, and charitable entities, managing over $4 billion in discretionary assets. The firm uses an open-architecture investment platform emphasizing tax awareness, customized fixed-income portfolios, and a proprietary equity strategy.

Jeffrey Bischoff is a Series 65-licensed advisor with RMR Wealth Builders, Inc. in Montclair, NJ. He has been with the firm since 2025 and has previous experience in educational and recreational settings. 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, and specialized advisory services including annuity and digital asset management.

Anthony Rocchio is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Brighton Jones LLC and has previously worked at Ameriprise and TIAA-CREF. His career spans roles in financial planning and wealth management. Brighton Jones provides wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including its Personal CFO (PCFO) and OpenPlan offerings. The firm employs a whole-balance-sheet approach and combines discretionary portfolio management with recommendations across public and private investments, supported by an affiliated ecosystem of subsidiary companies.

Robert Hardwick is a CFP® with 11 years of experience in the financial industry. He has worked at Perigon Wealth Management, LLC since 2019 and previously held roles at Aljen Asset Management LLC and RLP Wealth Advisors, LLC. Hardwick is also a licensed insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management and oversees sub-advisors and wrap-fee programs, with a focus on individualized portfolio construction and ongoing formal reviews.

Joseph Rowek is a financial advisor at Summit Financial, LLC with 30 years of industry experience. He holds the Series 63 designation and has previously worked with Purshe Kaplan Sterling Investments, Summit Risk Management, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. Outside of his advisory role, Mr. Rowek maintains a limited law practice serving family and friends and serves on the advisory board of Conway Wealth Group. Summit Financial, LLC is an SEC-registered, multi-team firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of services including investment advisory, portfolio management, financial planning, and retirement plan advisory, combining discretionary and consultative approaches tailored to client needs.

Carli Piccolella is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at firms including Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The AYCO Company, L.P./Mercer Allied. Outside of finance, she was involved with the Bloomfield Recreation Department for over a decade. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, implementing investment strategies through both in-house models and independent advisors.