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.

Brian Macellara is a CFP® professional with one year of experience at CW Advisors, LLC. He previously spent nine years at Delta Financial Group, Inc. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional investors, using a Core-and-Satellite investment approach that combines active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Brian Rieman is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, with 24 years of industry experience. He has been with Hennion & Walsh since 2001 and holds Series 63 and Series 65 licenses. 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.

Joseph Rodriguez is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience, all with his current firm since 1998. Hennion & Walsh 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 across various asset classes and offers multiple program structures, serving over 1,000 clients with a team of 73 advisors.

Christopher Perrine is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Beacon Trust in Morristown, NJ. He has been with Beacon Investment Advisory Services, Inc. since 2015 and also maintains a role at Acertus Capital Management, LLC. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm employs a risk-first investment approach across a diversified range of strategies and offers integrated trust and banking services through its affiliations.

Thomas Haire Jr. is a financial advisor at AlphaCore Capital LLC with 19 years of industry experience. Prior to joining AlphaCore in 2026, he spent 34 years at Brave Asset Management, Inc. AlphaCore Capital LLC is an independent wealth advisory firm with roughly 70 advisors managing about $13 billion for individuals, entities, and institutional investors. The firm offers comprehensive financial planning and investment management, emphasizing multi-asset portfolios that include alternative investments alongside traditional equities and fixed income.

Jennifer Hoffman is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and PNC Investments. Hoffman also provides investment advisory services through an independent firm, Gladstone Institutional Advisory LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management and financial planning, employing a variety of investment approaches that include individual securities, mutual funds, alternatives, and tax-managed strategies.

Michael Holt is a CFP® with 22 years of industry experience, currently serving as an advisor at Beacon Trust since 2015. He is based in Morristown, NJ. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and uses an open-architecture investment platform with a risk-first framework, incorporating tax-aware management and customized portfolio options.

Michelle Mackin is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her prior firms include LPL Financial, Private Advisor Group, and FCG Wealth Management. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate clients. The firm employs a variety of proprietary and third-party portfolio management strategies, with a focus on discretionary management and formal monitoring processes.

Alexis Miller is a financial advisor at OnePoint BFG Wealth Partners with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Stellar Health, LPL Financial, and Purshe Kaplan Sterling Investments. Miller currently serves as Director of Investment Research at OnePoint BFG Wealth Partners. 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 employs client-specific investment strategies using a combination of third-party managers, proprietary models, and technology-enabled operational support.

Alan Curley Jr. is a Certified Financial Planner® with 28 years of industry experience. He currently serves at Lincoln Investment and previously worked at Legend Equities Corporation and MetLife Investment Fund Services LLC. Outside of his advisory role, he is the treasurer and authorized person for investments for a local Knights of Columbus council. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of discretionary in-house management and non-discretionary advisor-managed and third-party solutions, supported by proprietary investment research and institutional relationships.

Daniel Aguanno is a Certified Financial Planner® with 19 years of experience in the financial services industry. He is currently with OnePoint BFG Wealth Partners, having joined the firm in 2022, and previously worked at LPL Financial, Private Advisor Group, and Northwestern Mutual Investment Management. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies that combine third-party managers, custodian platforms, and proprietary models tailored to client-specific objectives and risk tolerances.

Mark Swingle is a CFP® with 30 years of industry experience, currently serving at Merit Financial Advisors since 2024. His prior roles include positions at Prospect Capital Services, Kestra Financial Services, and Massachusetts Mutual Life Insurance Company. He is a board member of the Westfield Area YMCA, where he also chairs the Property and Investment Committees. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through a combination of internal investment teams and third-party managers, offering both discretionary and non-discretionary accounts.

Salvatore Picciallo is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at J.P. Morgan Securities and LPL Financial, LLC. Outside of his advisory role, he owns and operates a fixed insurance business focused on fixed annuities and insurance products. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies across a range of portfolio management and financial planning services, including a formal Subscription Advisory Services program and client education initiatives.

Mark Spooner is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at Simplicity Wealth and has previously held roles at firms including The Leaders Group Inc, Investacorp Inc, and Securities America, Inc. He is also involved with the Simplicity Group as a Senior Planning Specialist focusing on life insurance support. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, providing a range of advisory and managed account services combined with technology and operational support for other advisors.

David Cottam is a financial advisor with Cary Street Partners in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at National Wealth Management, LLC and Citigroup Global Markets. Outside of advisory work, he is the managing member of Equator Holdings, LLC, an investment holdings company focused on debt collection activities. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance companies.

Thomas Harrison is a financial advisor at Hennion & Walsh Asset Management, Inc. with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Hennion & Walsh since 2015. 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 various program structures, employing both fundamental and technical analysis with long-term, short-term, and trading strategies across a range of asset classes.

Yun Ze Feng is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. Prior to joining Santander in 2022, he worked at Key Investment Services and MUFG Union Bank. Feng is also the Chief Operating Officer and co-owner of Finwise Tech, LLC, a firm focused on developing a digital platform to streamline referrals. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to various financial products. The firm delivers investment management primarily through the FMAX wrap-fee platform, leveraging third-party discretionary managers and maintaining an affiliated banking relationship.

Jason Brougham is a financial advisor at Summit Financial, LLC in Morristown, NJ, holding a Series 66 designation with five years of industry experience. He has worked at Summit Financial and APW Capital, Inc., among other firms, since 2019. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining both discretionary and consultative services tailored to client needs.

Leslie Vasvari is a CFA® charterholder with one year of experience at SAX Wealth Advisors, LLC. Prior to joining SAX Wealth Advisors in 2025, Leslie worked for ten years at Fiduciary Trust International. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to individual clients, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy primarily using low-cost, passively managed mutual funds and ETFs, supplemented by customized fixed-income ladders and third-party sub-advisers.