William Thomson is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes extensive tenures at TFS Securities, Inc. and Fortune Financial Services, Inc., among others. Thomson also sells and services flood insurance policies through the National Flood Insurance Program. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets with a tailored approach using a mix of fundamental, technical, and cyclical analysis and offers both discretionary portfolio management and standalone financial planning.

Laurence Sobin is a financial advisor with Packerland Brokerage Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 17 years with Packerland. Sobin also operates Sobin Financial Group as a financial consultant, focusing on life, health, long-term care, disability insurance, fixed and indexed annuities, and Medicare supplements. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a range of investment solutions, including third-party money managers and advisory programs on the Hilltop-environment platform.

Giovanni Buzzetta is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities since 2017 and National Securities Corp from 2013 to 2017. Outside of advising, he serves as a CCD instructor for a Catholic church program in Helmetta, NJ. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers to meet client objectives.

Yechiel Roth is a CFP® and PFS™ credentialed advisor at Archer Investment Corporation with one year of industry experience. He has owned and operated YH Roth CPA PC since 2013, providing accounting and tax services. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach includes customized portfolio management based on comprehensive financial assessments and diversified allocations across multiple asset classes.

David Mandelbaum is a financial advisor at OnePoint BFG Wealth Partners with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bleakley Financial Group, Private Advisor Group, and Omega Advisors. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.

Kenneth Robinson is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with SAX Wealth Advisors, LLC since 2024, following a 19-year tenure at Practical Financial Planning Inc, formerly known as The Kenneth Robinson Co. SAX Wealth Advisors provides comprehensive financial planning, investment management, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

Marshall Burroughs is a CFP® professional with 23 years of experience in the financial services industry. He currently serves at RMR Wealth Builders, Inc. and previously worked at M&R Capital Management, Inc., Salesforce, and Deutsche Bank Securities Inc. Outside of advisory services, he is an independent insurance agent specializing in life, health, and disability insurance, and he is president of Burroughs Financial Planning, LLC. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Alexis Macias is a financial advisor at OnePoint BFG Wealth Partners with three years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and RoundAngle Advisors LLC. In addition to his advisory role, he serves as Director of Operations at Bleakley Financial Group, overseeing the operations team. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm implements client-specific investment strategies using a combination of third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Domenick Tibaldo is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Prior to joining B. Riley in 2022, he worked at National Securities Corporation for nine years. He serves as president of the Nutley Historical Society & Museum and is treasurer of the Kiwanis Club of Belleville, NJ. B. Riley Wealth Advisors manages approximately $7 billion in client assets through a team of 274 advisors, providing a broad range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Tyler Mitnick is a financial advisor at Hennion & Walsh Asset Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2014. 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.

Kyle Ruff is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Kyle has been with Hennion & Walsh since 2016. 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 range of investment strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Douglas Roth is a financial advisor at RMR Wealth Builders, Inc. with 43 years of industry experience. He holds a Series 63 designation and has worked at RMR Wealth Builders since 1986, as well as at Calton & Associates, Inc. from 2012 to 2022. Outside of his advisory role, he is the owner of HR Ease LLC, a technology company providing benefits enrollment software services, and a member of Wealth Builders Ventures OC, LLC, an investment holding company. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors, serving individual, retirement plan, and institutional clients. The firm provides portfolio management, financial planning, retirement plan fiduciary services, sub-advisory services, and educational seminars, utilizing a variety of investment strategies and technology platforms.

Brian Ycaza is a CFP® professional with eight years of experience in financial advising. He is currently with Valley Wealth Managers, Inc. and its affiliated entities, having worked at several firms including Leumi Investment Services Inc. and Northwestern Mutual Investment Services LLC during his career. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual, high-net-worth, and institutional clients. The firm employs a client-driven investment process that incorporates equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs as appropriate.

James Noble is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is affiliated with NPA Asset Management, LLC and Nationwide Planning Associates, Inc., where he has worked for over a decade. In addition to his advisory roles, he serves as a continuing education instructor for CFP ethics and participates in nonprofit financial literacy efforts through the Society of Financial Awareness. Noble is also involved in independent insurance services and assists clients with estate planning implementation. NPA Asset Management, LLC is an SEC-registered adviser serving individuals, corporations, pension, and charitable accounts through a network of 51 advisors. The firm manages about $1.065 billion in assets and offers multiple managed-account programs, third-party asset manager referrals, and access to a broad range of investment products.

John Mc Laughlin is a financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Vantage Ventures. 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 utilizes a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

Dominic Aceto is a CFP® professional at RMR Wealth Builders, Inc. in Montclair, NJ, with seven years of industry experience. He has been with RMR Wealth Builders since 2018 and previously worked at Calton & Associates, Inc. Dominic is also a member of Wealth Builders Ventures OC, LLC, a holding company involved with an investment in Orange Comet. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement fiduciary services, and specialist advisory options such as annuity management and digital asset programs.

David Hedley III is a financial advisor with Simon Quick Advisors, LLC, holding a Series 63 designation and over 31 years of industry experience. He joined Simon Quick Advisors in 2021 after six years with Ernst & Young Capital Advisors and Ernst & Young US. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering a range of services including wealth management, investment consulting, financial and tax planning, and administrative support. The firm employs a diversified investment approach involving independent managers, mutual funds, ETFs, and affiliated private funds, and it operates multiple affiliated private funds while providing integrated tax and back-office services.

Zachary Ross is an investment adviser representative at Independent Wealth Network, Inc. with nine years of industry experience. He holds a Series 66 credential and has held prior roles at firms including Emerson Equity LLC, Fidelity Investments, Equitable Advisors, and JP Morgan Chase Bank. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and may utilize third-party managers and oversight services to align client assets with broader financial plans.

Louis Goldman is a financial advisor at CreativeOne Securities, LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovack Advisors, Inc., American Portfolios Financial Services, and Questar Capital Corporation. Outside of advising, he serves as president of Tax Depot NJ, LLC, and acts as a notary. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

John Tevnan IV is a CFP® professional with nine years of industry experience. He is currently with SAX Wealth Advisors, LLC in Parsippany, NJ. Prior to joining SAX, he worked at Revolve Wealth Partners for seven years and at John Hancock and John Hancock Distributors LLC for two years. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s approach emphasizes long-term, evidence-based asset allocation primarily using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income strategies and alternative investments.