Cynthia Stroik is a financial advisor at Fifth Third Wealth Advisors LLC with 14 years of industry experience. She holds a Series 65 designation and has previously worked at M&T Bank, Millington Securities, WBI Investments, and Harthorne Group. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often utilizing third-party managers and affiliated model strategies.

Thomas Dowling is a CFP® and CFA® with 31 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2021 and has held prior roles at Aegis Capital Corp and FSC Securities Corp. Outside of his advisory work, he is president of Mark Up Equity Ventures, Inc., an accounting services business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.

Michael Schessler is a financial advisor with Foundations Investment Advisors LLC in Union City, NJ, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes roles at The Retirement Advantage, First Advisors National, and FedEx Corporation. He is the founder of Sustainable Retirement Solutions, an insurance and investment-related practice. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients through a network of close to 300 representatives. The firm offers portfolio management, financial planning, and retirement-plan support to a diverse client base using tailored asset allocations and a variety of investment products.

Jun Bo Shim is a CFP® professional at Modera Wealth Management, LLC with five years of industry experience. Prior to joining Modera, he worked at Ausdal Financial Partners, Fidelity Investments, and Willis Towers Watson, among others. Outside of his advisory role, he is the owner of JBTLA, LLC, a tax preparation and accounting business serving small businesses. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers and selective investment options.

Denis Belinskiy is a financial advisor at Beacon Trust with one year of industry experience. He holds the Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2013. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm manages approximately $4.3 billion in regulatory assets and employs a multi-team advisory staff, offering an open-architecture investment platform with a risk-first framework and tax-aware management.

Gustav Langford is a financial advisor with Siebert AdvisorNXT, LLC., holding a Series 63 designation and 27 years of industry experience. He has worked at Muriel Siebert & Co., Inc. and Stockcross Financial Services, Inc. Langford volunteers one hour per month at the Elkins Park Firehouse. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program, using algorithmic portfolio construction based on Modern Portfolio Theory and offering both discretionary and non-discretionary account management.

Frank Ammirato is a financial advisor with NPA Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including over two decades at NPA Asset Management and Nationwide Planning Associates. Outside of his advisory work, Ammirato provides FAA financial consulting and tax preparation services for a limited part of the year. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, often utilizing third-party sub-advisors while maintaining supervisory oversight.

Alexandra Hoff is a financial advisor at SAX Wealth Advisors, LLC with five years of industry experience and a Series 65 credential. She has been with SAX Wealth Advisors since 2020. Prior to that, her work experience includes roles at Peter E Schmitt Co Inc and Intac Actuarial Services, as well as time as a student and employee at Free People. SAX Wealth Advisors provides investment management, financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based approach using low-cost, passively managed funds supplemented with customized fixed-income strategies, third-party sub-advisers, and tax-efficient account management.

William Connor is a financial advisor at SAX Wealth Advisors, LLC with 17 years of industry experience. He holds the CFP® and CFA® designations and previously worked at Baker Avenue Asset Management for 11 years before joining SAX Wealth Advisors in 2024. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth management services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, evidence-based asset allocation primarily using low-cost, passively managed funds, supplemented by customized fixed-income strategies and third-party advisory services.

Ryan Lovell is a financial advisor at Simplicity Wealth with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, The Leaders Group, and Osaic Wealth/Highland Capital. Outside of his advisory role, he is involved as an insurance sales consultant with COVR Financial Technologies. Simplicity Wealth serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering discretionary portfolio management and a technology-driven managed account platform for advisers.

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 is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds the Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank and JPMorgan Securities LLC since 2014. Outside of finance, he was involved with The Piano Workshop at Chester from 2014 to 2019. 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 employs both discretionary and non-discretionary strategies across a range of asset classes and offers various managed account programs and financial planning services.

Ryan Nelson is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at Equitable Advisors, LLC, Nelson Financial Services, and MC Companies. Since 2023, Nelson has also operated as an independent insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives who deliver a range of investment programs and provides services to other RIAs and nonstandard institutional clients.

Kevin Morse is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. since 2012. Outside of his advisory role, Morse serves as a firefighter with the Morristown Fire Department. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation and works with approved sub-advisors for day-to-day trading while maintaining supervisory oversight.

James Shagawat is a CFP® and ChFC® with 20 years of industry experience. He is currently with Mariner Independent and has previously worked at The Baron Financial Group LLC, Shagawat Financial Advisors, LLC, and AdvicePeriod, LLC. Outside of his advisory work, he is a composer affiliated with the American Society of Composers, Authors and Publishers. 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 a range of portfolio management options and retirement plan services, integrating institutional and retirement resources through affiliated companies and third-party partnerships.

Brian Schiess is a CFP® professional with 10 years of experience in financial advising. He has been with Modera Wealth Management, LLC since 2014. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services ranging from wealth management and portfolio management to retirement plan consulting and tax-related services.

Francis Lepore is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial, Private Advisor Group, Bleakley Financial Group, and Purshe Kaplan Sterling Investments. Outside of advising, he is the owner of a restaurant, Lepore's Prime and Proper. 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 range of proprietary and third-party investment models, with most assets managed on a discretionary basis and supported by formal monitoring and AI-assisted documentation tools.

Joseph Cutler is a financial advisor with Arete Wealth Advisors, LLC, based in Jersey City, NJ. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, including roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Hudson Point Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its advisory approach.

Marnie Hards is a CFP® professional with 21 years of industry experience. She is currently with SAX Wealth Advisors, LLC and has been with Azar Financial Advisors, LLC since 1999. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset-allocation approach using primarily low-cost, passively managed mutual funds and ETFs, supplemented with customized fixed-income strategies 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.