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.

Brian Macellara is a CFP® professional with one year of experience currently serving at CW Advisors, LLC. He previously spent nine years with Delta Financial Group, Inc. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a blend of active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group, providing additional platform and continuity services.

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. He previously worked for 34 years at Brave Asset Management, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and provides services including tax preparation, trustee services, and retirement plan advisory.

Jennifer Hoffman is a financial advisor with Gladstone Wealth Partners and holds a Series 66 designation. She has 16 years of industry experience, including prior roles at Morgan Stanley and PNC Investments. Hoffman also provides investment advisory services through Gladstone Institutional Advisory LLC, an independent registered investment advisor. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a team of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a variety of investment approaches tailored at the representative level.

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 with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining OnePoint BFG, Alexis held roles at Purshe Kaplan Sterling Investments, LPL Financial, Stellar Health, and Morgan Stanley. 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 uses a range of proprietary and third-party investment models tailored to client objectives and integrates technology and operational outsourcing into its service model.

Alan Curley Jr. is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Capital Analysts and has worked previously at Lincoln Investment, Legend Equities Corporation, and MetLife Investment Fund Services LLC. Curley serves as treasurer for a local Knights of Columbus council, managing the organization’s investment-related activities. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm delivers services through a nationwide network of independent advisors and specializes in both discretionary and non-discretionary investment management supported by proprietary fund screening tools.

Daniel Aguanno is a CFP® professional with 18 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at LPL Financial and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a variety of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

Mark Swingle is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2024. His prior roles include positions at Prospect Capital Services, Inc., Kestra Financial Services, Inc., and Massachusetts Mutual Life Insurance Company. Swingle serves on the board of directors for the Westfield Area YMCA, where he chairs both the Property and Investment Committees. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services and utilizes a long-term, diversified investment approach supported by an internal Investment Management team and customized portfolio options.

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 financial advisor at Simplicity Wealth with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at The Leaders Group Inc, Investacorp Inc, Securities America, Inc., and Highland Capital Brokerage. 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 investment approach with ETFs, mutual funds, and individual securities, providing model portfolios that are actively monitored and rebalanced, along with advisory and technology services for other advisers.

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.