Ying Zhang is a financial advisor at Gilder Gagnon Howe & Co. LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Gilder Gagnon Howe since 2015. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research while managing separate client accounts.

Adam Godino is a financial advisor at SB Advisory, LLC in New York, NY, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for approximately 2,634 clients, including individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, utilizing fundamental, technical, and qualitative analysis to tailor portfolios through mutual funds, ETFs, individual equities, and third-party managers.

Maria Dizio is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation with nine years of industry experience. She has been with Beacon Trust since 2012. 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 offers an open-architecture investment platform with a risk-first framework, tax-aware management, and customized portfolio options.

Bruce Resnik is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with Summit Financial, LLC since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2008 to 2018. Resnik is also a notary public, providing notarization services for family and personal documents. 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 offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client approval and advisor-led monitoring.

Jeffrey Morrison is a financial advisor at Lifemark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been president of Classic Benefit Planners, Ltd. since 2005. Morrison is also an attorney with over 50 years in legal practice, performing occasional legal work alongside his advisory role. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers a range of investment programs including Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager services, with client suitability assessments and tailored risk management.

Alexander Borowiec is a financial advisor at M HOLDINGS SECURITIES, Inc. with a ChFC® designation and three years of industry experience. Prior to his current role, he worked at Madison and Main Advisors and Madison Legacy Partners, LLC. He also has a background in education, having worked full time at Lebanon Valley College for nearly two decades. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

John Longo is a CFA® charterholder with 22 years of experience in the financial industry. He is currently with Beacon Trust and is also the founder and principal of Cyborg Capital Management, where he manages a limited partnership and provides investment consulting. Additionally, he has been affiliated with Rutgers University since 1993. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities, offering financial planning, tax preparation, and discretionary portfolio management. The firm utilizes an open-architecture investment platform with a risk-first framework and integrates tax-aware management and loss harvesting strategies.

Joseph Bernheimer is a financial advisor with Snowden Capital Advisors LLC in Metuchen, NJ. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His prior work includes positions at Snowden Lane Partners, OSAIC, and SagePoint Financial, Inc. Outside of advising, he has operated as an independent insurance agent and manages a real estate/property management business through JNDE, LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing multi-team resources and institutional capabilities alongside a range of investment tools and third-party manager relationships.

Thomas Haggerty is an investment advisor representative with Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investment, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Guardian Life, LPL Financial, and Private Advisor Group. Outside of his advisory duties, he serves as a board member for a residential apartment complex in Woodside, NY. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction and acts as both sponsor and overseer of wrap-fee programs and sub-advisor relationships.

Todd Mcdonald is a CFA® charterholder currently with United Capital Financial Advisors, where he has worked since 2025. He has prior experience at Apexium Financial LP and WealthSpire Advisors, totaling over 12 years in the financial industry. United Capital Financial Advisors provides financial planning and investment management services to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary asset-allocation models and offers portfolio customization options, supported by proprietary technology and a range of affiliated services.

Arnold Civins is a financial advisor at United Capital Financial Advisors with three years of industry experience. He holds a Series 65 designation and has worked at Apexium Financial and Citrin Cooperman & Co., where he has been a partner providing accounting and tax-related services since 1981. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment approach supported by a broad affiliate network and multiple service platforms.

Leslie Quick III is a financial advisor at Simon Quick Advisors, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at Tradeking since 2005 and Massey Quick Wealth Solutions from 2016 to 2017. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm uses a combination of independent managers, mutual funds, ETFs, and affiliated private investment funds, and provides integrated tax and back-office services including tax return preparation and bill-pay.

Carly Cohen is a financial advisor at Jordan Park Group LLC with a Series 65 credential and two years of industry experience. Prior to joining Jordan Park, she worked at Freestone Capital Management, Chase Bank, and held a position at Delfino's Chicago Style Pizzeria. Jordan Park Group serves primarily high-net-worth individuals, families, trusts, estates, and philanthropic organizations, focusing on clients with multi-million dollar portfolios. The firm offers discretionary portfolio management, sub-advisor oversight, and family office services, employing customized investment guidelines and integrating ESG considerations when requested.

Thomas Scarpaci Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Client One Securities, LLC, Ic Advisory Services Inc., and The Investment Center, Inc. Outside of advisory work, he is involved in energy conservation consulting as an officer and majority owner of Energy Solutions Group, Inc., and is a partner in several other business ventures including Financial Solutions Group, LLC; Captive Solutions LLC; and Tax Credit Genius LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers using a combination of project-based planning, ongoing asset management, and proprietary advisory platforms.

Dominick Lombardi is a Series 65 licensed financial advisor with four years of industry experience. He currently works at RMR Wealth Builders, Inc. and has previous experience at CI Roosevelt Private Wealth, The Roosevelt Investment Group, LLC, Lombardi Wealth Advisors, LLC, and IDB Bank. Outside of advising, he is a general partner at UASMBDY LLC, involved in real estate development and financial guidance for new projects. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Mason Murdock is a financial advisor at RMR Wealth Builders, Inc. based in Montclair, NJ. He holds a Series 65 designation and has been with RMR Wealth Builders since 2024. Prior to his advisory role, Mason worked at Fortissimo Osteria from 2021 to 2024. 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 through a range of advisory programs.

Daniel Claps is a financial advisor at Arete Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and National Securities Corporation. Outside of his advisory role, he is a licensed insurance agent selling fixed insurance products and serves as an OSJ principal for HudsonPoint Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Frank Pasquale is a financial advisor with Kingswood Wealth Advisors, LLC in New York, NY. He holds Series 63 and Series 66 designations and has 19 years of industry experience. His prior roles include positions at Benchmark Investments, Inc., NewBridge Securities Corporation, and Kingswood Capital Partners, LLC. Pasquale is also licensed to offer insurance products to clients. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture investment platform, incorporating third-party managers and sub-advisors, and emphasizes integration with affiliated financial entities and insurance-linked account management.

Diane Taylor is a CFP® with 19 years of industry experience currently working at Merit Financial Advisors. She has held roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, and various Summit Financial entities. Outside of her advisory work, she operates a tax preparation service as a sole proprietor. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in client assets. The firm emphasizes long-term, diversified portfolios managed through centrally developed models and offers a range of wealth management services including asset management, financial planning, and retirement plan consulting.

Anthony Acosta is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Santander Securities and Santander Bank since 2017 and previously at TD Bank. Outside of his advisory role, he is involved with Lake Mohawk Country Club. Santander Securities LLC serves a diverse client base including individual investors, corporations, charitable organizations, and retirement plans, offering wrap-fee advisory programs and financial planning services. The firm utilizes a managed-account platform with third-party investment managers and provides ongoing suitability reviews and compliance oversight.