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 worked at firms including Edge Wealth Management, Transcend Wealth Collective, and Merrill. 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 diverse client needs including ERISA retirement plans and institutional niches such as state and municipal government entities.

John Tevnan IV is a CFP® professional with nine years of industry experience. He is currently with SAX Wealth Advisors, LLC in Parsippany, NJ. Prior to joining SAX, he worked at Revolve Wealth Partners for seven years and at John Hancock and John Hancock Distributors LLC for two years. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s approach emphasizes long-term, evidence-based asset allocation primarily using low-cost, passive mutual funds and ETFs, supplemented by customized fixed-income strategies and alternative investments.

Christopher Wholehan is a financial advisor at Simplicity Wealth with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TLG Advisors and various entities within the Simplicity Group. Prior to his advisory career, he was associated with Ohio State University and has been involved with Wholehan Marketing Associates since 1994. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities when appropriate, and offers a managed account platform that includes discretionary and non-discretionary services alongside operational and technology solutions for advisers.

Dennis Mancuso is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Regulus Financial Group, LLC and has operated fitness and food service businesses. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

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.

Ljubisa Vrcelj is a CFP®-certified financial advisor at SAX Wealth Advisors, LLC with four years of industry experience. Before joining SAX Wealth Advisors in 2026, he worked at Camarda Wealth Advisory Group, Bank of Montreal, and IG Wealth Management. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs long-term, evidence-based asset-allocation strategies mainly using low-cost, passive mutual funds and ETFs, and supplements client portfolios with customized fixed-income ladders and third-party sub-advisers.

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® professional with 16 years of industry experience, currently advising at SAX Wealth Advisors, LLC. She spent 32 years at Premier Financial Planning, Inc. before joining SAX Wealth Advisors in 2026. SAX Wealth Advisors offers 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.

Patrick Rogers is a Senior Relationship Manager at Prosperity - An EisnerAmper Company with 14 years of industry experience. He has held roles at firms including Dai Securities, APW Capital, and Scottrade. His current work focuses on client relationship management and wealth advisory services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory. The firm manages approximately $5 billion in client assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management strategies.

Stuart Simchowitz is a financial advisor with RMR Wealth Builders, Inc. holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at RMR Wealth Builders since 2020 and has been involved with Sammax Consultants, Ltd. as Owner, President, and CEO since 1996, managing bookkeeping and administration. RMR Wealth Builders is an SEC-registered multi-team advisory firm with 52 advisors managing approximately $2.9 billion. The firm serves individuals, retirement plans, and institutional accounts through portfolio management, financial planning, fiduciary services, and specialist advisory programs including digital asset management and annuity management.

Thomas Belding is a CFP® professional with four years of experience, currently serving at CGN Advisors, LLC since 2021. His prior career includes 29 years at BELKO, Inc. and 13 years at The Newgrange School of Princeton, Inc. He serves as a trustee for the Jean Belding Fay Trust and holds board memberships with the Planning Board of Chatham Borough and the Progressive Center for Independent Living, a nonprofit advocating for the rights of people with disabilities. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and offers fiduciary advice through discretionary and non-discretionary engagements, incorporating tax-aware investment vehicles and third-party manager relationships.

Jonathan Hyer is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Hennion & Walsh in 2017, he worked at Rowan University from 2013 to 2017. 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 with a range of strategies across multiple asset classes and offers various program structures including wrap fee Portfolio Management Programs, Personalized UMA programs, and supervisory services for affiliated unit investment trusts.