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.

Wayne Howell is a CFP® with 23 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. He previously worked at Delta Financial Group, Inc. for 13 years and operates an accounting and tax practice as a CPA. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, and family office services to a diverse client base that includes individuals, trusts, charitable organizations, and institutional clients. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group.

Todd Engmann is a financial advisor at Cary Street Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the executor of an estate for a client. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that includes traditional and alternative strategies, combining third-party and in-house resources.

James Noble is a CFP® professional with 28 years of experience in financial advising. He is affiliated with NPA Asset Management, LLC and has worked with Nationwide Planning Associates, Inc. since 2012. In addition to his advisory roles, he teaches continuing education courses on CFP ethics and participates in nonprofit financial literacy initiatives. He is also a musician who performs for senior care homes. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, managing approximately $1.01 billion in client assets as of the end of 2024.

Ayman Ezzat is a financial advisor at Main Street Financial Solutions, LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Main Street Financial Solutions in 2018, he worked at Bank of America and Merrill from 2011 to 2018. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach with a focus on low-cost passive ETFs, actively managed funds, and individualized portfolio strategies, while also providing ERISA fiduciary consulting and using institutional and advisor-facing platforms.

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.

Todd Scorzafava is a CERTIFIED FINANCIAL PLANNER™ professional at Wealthcare Advisory Partners LLC with 26 years of industry experience. He has held positions at LPL Financial and Greenberg & Rapp Financial Group. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework that integrates behavioral economics and proprietary quantitative measures to construct diversified, long-term portfolios.

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.

Richard Spinner is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Transcend Wealth Collective, LLC and Edge Wealth Management. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight for portfolio management.

John Tevnan IV is a CFP®-certified financial advisor with nine years of industry experience. He is currently with SAX Wealth Advisors, LLC and previously worked at Revolve Wealth Partners and John Hancock. SAX Wealth Advisors serves a diverse clientele including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized consulting services. The firm employs a long-term, evidence-based approach focusing on low-cost, passively managed funds supplemented with customized fixed-income strategies and alternative investments.

Christopher Wholehan is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TLG Advisors and Ohio State University. In addition to his advisory work, he has been involved with Wholehan Marketing Associates since 1994. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm offers a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside technology and operational services for advisers such as a private-label asset management platform and back-office support.

Dennis Mancuso is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Regal, he worked at Regulus Financial Group and has been involved with entrepreneurial ventures including Mancuso Fitness LLC and Mangia Pizza & Pasta. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion across proprietary and third-party strategies.

Lisa Guido is a financial advisor at Summit Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Summit Financial, she worked at Verizon for 11 years. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches to investment management.

Mark O’Leary is a financial advisor at Summit Financial, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. In addition to his advisory role, he is involved in insurance brokerage through affiliated companies and manages an investment advisory LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Jonathan Guerrieri is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds the CFP® and Series 66 designations and has 11 years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial, LLC. Outside of advising, he assists with payroll and bookkeeping for a family waste management business. 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 mix of third-party managers, proprietary models, and custodian platforms to implement client-specific investment strategies.

Justin Yoon is a financial advisor at Hennion & Walsh Asset Management, Inc. with 27 years of industry experience, having worked at the firm since 1999. He holds the Series 63 and Series 65 designations. Hennion & Walsh Asset Management 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, managing approximately $768.8 million for over 1,000 clients.

Constance Herrstrom is a CFP® with 15 years of industry experience, currently serving at Premier Financial Planning, Inc. in Princeton, NJ. She has been with Premier Financial Planning since 1994 and also worked at SAX Wealth Advisors, LLC. Premier Financial Planning, Inc. provides financial planning and investment supervisory services to individuals, families, trusts, estates, and charitable organizations. The firm manages a small client base with a fee-only model, employing a strategic investment approach based on Modern Portfolio Theory and a core-and-satellite methodology.

William Roll III is a financial advisor at NPA Asset Management, LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2010. Outside of his advisory work, he serves as a soccer goalie coach at Brewster High School in New York. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.