Nicholas Villano is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Summit Financial, LLC since 2018 and has prior experience with Purshe Kaplan Sterling Investments, Summit Equities Inc, and Summit Financial Resources, Inc. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Kyle Saul is a Series 65-licensed advisor at Cary Street Partners with one year of industry experience. Prior to joining Cary Street Partners, he worked at Transcend Capital Advisors and spent six years at Ford Motor Company. He also attended Pennsylvania State University. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a range of client types including state and municipal government entities and insurance companies.

Steven Feliciano is a financial advisor at Hennion & Walsh Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2016. Outside of his advisory role, he works part-time as an administrative assistant at Paul Miller Audi. 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 across multiple asset classes and offers various program structures, managing assets for over 1,000 clients through a team of 73 advisors.

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.

Gregory Jandoli is a CFP® credentialed financial advisor with 38 years of industry experience, currently with Summit Financial, LLC. His career includes long-term roles at Summit Risk Management and affiliated Summit firms, as well as experience at Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved in gym management as the managing member of Campus Fitness Solutions, LLC. Summit Financial, LLC is a 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 along with financial and retirement planning services, combining discretionary and consultative approaches tailored to client needs.

Kristin Sanguino is a financial advisor with Consolidated Portfolio Review Corp, holding a Series 63 designation and 25 years of industry experience. Her career includes 23 years at The AYCO Company, L.P./Mercer Allied and seven years at Personal CFO Solutions, LLC before joining Consolidated Portfolio Review Corp. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, financial planning, and access to third-party advisors, employing strategic asset allocation combined with fundamental and technical analysis through a network of affiliated financial entities.

Gregg Munn Jr. is a CFP® professional with 12 years of industry experience currently serving at SAX Wealth Advisors, LLC since 2017. Prior to that, he worked at The GM Financial Group, LLC for three years. In addition to his advisory role, he owns Munn Taxes LLC, where he prepares tax returns for individuals. 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 strategy primarily using low-cost passive mutual funds and ETFs, supplemented by customized fixed-income ladders, third-party sub-advisers, and other investment tools.

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.

Joseph Piela is a CFP® professional at SAX Wealth Advisors, LLC with 14 years of industry experience. He previously operated his own firm, Joseph Piela Agency, LLC, for 10 years before joining SAX Wealth Advisors. SAX Wealth Advisors provides investment management, comprehensive financial planning, 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 with a long-term perspective and offers customized fixed-income portfolios and third-party sub-advisory services.

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.

Lyle Rosman is a financial advisor at OnePoint BFG Wealth Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC and Wells Fargo Clearing. Outside of advisory work, he is licensed to sell fixed and life insurance products. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, and charitable organizations. The firm utilizes a combination of third-party managers, proprietary models, and technology integration to implement client-specific investment strategies.

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 experience in financial advising. She currently works at Merit Financial Advisors and has a background that includes roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, and several other firms. Outside of advising, she operates a sole proprietorship providing income tax preparation services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation with portfolio management overseen by an internal team, and supports both discretionary and non-discretionary accounts.

Anthony Acosta is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked primarily with Santander-affiliated firms since 2014. Outside of his advisory role, he is involved with Lake Mohawk Country Club. Santander Securities LLC serves a retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily serving individuals, ERISA and IRA accounts, and institutional clients.

Maria Millner is a financial advisor at Arax Advisory Partners with 14 years of industry experience. She holds a Series 66 license and has previously worked at Merrill, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Millner is a co-founder and board member of The Aubrey Foundation, a nonprofit organization involved in event organization and administration. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, private fund advisory, and wrap fee programs, utilizing both traditional and alternative investments along with AI-enhanced research and operations.