Mark Malek is an Investment Advisor Representative at Siebert AdvisorNXT, LLC with 16 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2017 and holds Series 63 and Series 65 credentials. Malek divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm offers a web-based platform that uses Modern Portfolio Theory and risk-tolerance questionnaires to build and rebalance ETF/ETN-based portfolios, combining automated solutions with fundamental, technical, and sub-advised strategies.

Kyle Stawicki is a financial advisor at SAX Wealth Advisors, LLC with 17 years of industry experience. He has been with SAX Wealth Advisors, formerly SMF Financial Advisors, since 2006. Kyle holds a Series 65 designation. 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 mutual funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

Steven Frerichs is a financial advisor at Hennion & Walsh Asset Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Garden State Securities, Inc. and various non-financial positions. 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 manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors, employing a combination of fundamental and technical analysis across diverse asset classes and program structures.

Leonard Dandridge is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Regal, he worked at Floor and Décor and Cornerstone Wealth Associates. Outside of his advisory role, he is active as an insurance agent and investment advisor representative through affiliated businesses. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.

John Tsoukalas is a financial advisor at Hennion & Walsh Asset Management, Inc. with 24 years of industry experience. He has been with Hennion & Walsh since 2001 and also has a long-standing role at Kean University since 1999. He 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 variety of programs including wrap-fee portfolio management and personalized UMA, using both fundamental and technical analysis across multiple asset classes.

Keith Schaber is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he operates College Point Tax Service, providing tax preparation services, and serves as a trustee and executor for the Harvey Whiting Trust and Estate. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers.

Valerie Peck is a financial advisor at SAX Wealth Advisors, LLC with 21 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining SAX Wealth Advisors in 2024, she was with Peck Financial Advisors for 11 years. 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’s investment approach is evidence-based, focusing on globally diversified, low-cost passive funds and ETFs, and includes customized fixed-income portfolios and use of third-party sub-advisers when appropriate.

Brian Power is a CFP® with 30 years of industry experience. He has worked at Summit Financial, LLC since 2025 and previously spent 15 years at Gateway Advisory, LLC. Summit Financial, LLC is an SEC-registered, 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 alongside financial planning and retirement plan advisory services, providing both discretionary and consultative service models.

Viet Bui is a financial advisor at Fiduciary Financial Advisors with one year of industry experience and holds a Series 65 designation. Prior to joining Fiduciary Financial Advisors, he worked in various roles at companies including Fully Vested LLC, Service Now, Palantir, and Korn Ferry. Fiduciary Financial Advisors serves a broad client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines traditional and digital-asset advisory services, employs a multi-faceted investment process, and offers unique services such as outsourced CFO engagements and trustee roles through a South Dakota-chartered trust company.

Adam Goldberg is a CFP® with 13 years of industry experience, currently serving at SAX Wealth Advisors, LLC since 2023. His prior experience includes roles at Beacon Trust, Merrill, and Guardian Life. 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 investment approach emphasizes long-term, evidence-based asset allocation using predominantly low-cost, passively managed funds, supplemented by customized fixed-income strategies and third-party sub-advisers.

Kenneth Dugan is a CFP® with 22 years of industry experience, currently serving at Leo Wealth, LLC. He has held roles at affiliated entities including Leogroup Wealth Solutions, LLC and Leogroup Fund Services, LLC since 2013. He also maintains an active insurance license. Leo Wealth, LLC serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based and single-stock systematic strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

Robert Armstrong Jr. is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 63 license and 33 years of industry experience. He has worked with Summit Financial since 2018 and with Purshe Kaplan Sterling Investments since 2018. Armstrong also operates a personal LLC and offers insurance products as a broker through multiple companies. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving nearly 17,800 clients. The firm provides investment advisory and portfolio management programs with both discretionary and consultative services, supporting customized allocations and held-away account management.

Kyle Joyce is a financial advisor at Hennion & Walsh Asset Management, Inc. with 15 years of industry experience. He has been with Hennion & Walsh since 2011 and holds the Series 63 and Series 65 licenses. Hennion & Walsh provides discretionary and non-discretionary investment management and consulting services to individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs a variety of investment strategies across multiple asset classes.

Brian Barthold is a financial advisor at Summit Financial, LLC with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Summit Equities, Inc. and Summit Financial Resources, Inc., where he worked for 16 years before joining Summit Financial in 2018. Barthold also offers insurance products as a broker through various companies, including an affiliated firm. 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 provides investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative approaches.

Thomas Perkins is a financial advisor at Hennion & Walsh Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hennion & Walsh since 2011. Hennion & Walsh 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 including wrap-fee portfolio management, personalized UMA, and managed accounts, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Joshua Edwards is a financial advisor at Hennion & Walsh Asset Management, Inc. with 24 years of industry experience. He has been with Hennion & Walsh since 2001. He 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 employs a variety of strategies across multiple asset classes and offers both discretionary and non-discretionary management through programs such as wrap-fee portfolios and personalized UMA programs.

Katherine Gallagher is a financial advisor at Procyon with 14 years of industry experience and holds a Series 65 designation. She has worked at firms including Cypress Capital Group and Alpha Quant Advisors, and is a partner and minority owner of Alpha Quant Models, LLC, which builds and licenses quantitative investment strategies. Procyon serves a diverse client base including individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm offers tailored investment management and advisory services, emphasizing long-term fundamental analysis and managing a majority of assets on a non-discretionary basis.

Shinaola Atoro is a CFP® and Series 65-licensed advisor at Mission Wealth Management, LP with four years of industry experience. Prior to joining Mission Wealth, Atoro held positions at Walmart and IBM. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm emphasizes customized, long-term strategies using a range of investment vehicles including ETFs, institutional mutual funds, alternative investments, and third-party sub-advisors.

Linda Hilton is a CFP® with six years of industry experience, currently serving at Simplicity Wealth. She has prior experience at LifePro Asset Management and maintains ongoing roles in tax and accounting as a CPA, including ownership of a tax and accounting practice and involvement in a tax planning and litigation firm. 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, combining advisory services with technology and operational support for other advisers through its managed account platform.

Alexander Salton is a CFP® with 16 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. His prior roles include positions at Raymond James Financial Services and Legg Mason Asset Management. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors, serving individuals, retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with offerings that include specialist advisory options such as annuity management and a discretionary Digital Asset management program.