Lee Balducci is a financial advisor at Advisors Capital Management, LLC with 19 years of industry experience. He has been with Advisors Capital Management since 2013. He holds Series 63 and Series 65 licenses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed income, and tactical approaches, managing over $8.1 billion in discretionary assets primarily as an outsourced sub-advisor.

Meghan Lee is a CFP® professional with three years of industry experience, currently affiliated with CW Advisors, LLC in New York, NY. She previously worked at Congress Wealth Management LLC for seven years and held positions at Boston Private. Her background also includes four years at Babson College. CW Advisors serves a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, and business entities, providing wealth management, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services to other advisors.

Michael Kaup is a financial advisor with Gladstone Wealth Partners in Morristown, NJ, holding a Series 63 designation and 25 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial, LLC since 2017 and previously worked at MetLife Securities Inc. from 2015 to 2017. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and monitor accounts, offering discretionary portfolio management and access to third-party managers and model portfolios.

Eugene Mulvaney Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory methods and offers both discretionary and non-discretionary services, integrating in-house portfolio management with LPL-sponsored programs and algorithmic tools.

Tyler Whitehouse is a CFP® professional with 23 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2018. Prior to this, he worked at Calton & Associates, Inc. for ten years. Outside of his advisory role, he is involved with HR Ease LLC, a benefit administrative platform, and participates as a member of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients through portfolio management, financial planning, retirement plan consulting, and specialized services including digital-asset management and annuity programs.

Jason Apuzzio is a financial advisor at Beacon Trust with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services Inc. and PNC Investments LLC. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities, offering financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach with a risk-first framework and provides integrated trust and banking referral capabilities through its affiliation with a chartered trust company and bank holding company.

Michael Mac Dougal is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Summit Financial since 2018, following over two decades at Summit Equities, Inc. and Summit Financial Resources, Inc. Outside of advising, Mr. Mac Dougal sells firewood through a farmland property he owns in Hampton, NJ. 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 advisory and portfolio management programs with both discretionary and consultative services, financial planning, retirement plan advisory, and access to alternative investments.

Tara Shulman is a financial advisor at Compound Planning, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Janney Montgomery Scott, and Compound Advisers, Inc. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies.

Lawrence Bell is a CFP® with 34 years of industry experience and is currently with Summit Financial, LLC. He has held positions at Summit Financial since 2018, and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1991 to 2018. Outside of his advisory work, he serves as president of the Delbarton Athletic Boosters, a high school athletic booster program. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Samuel Tenzer is a financial advisor at Aegis Capital Corp. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including B. Riley Wealth Management, National Asset Management, National Securities Corporation, and Oppenheimer & Co Inc. Outside of his advisory role, he is involved with ACC Agency, a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives across multiple program types.

Gavin Charlton is a financial advisor at SAX Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining SAX Wealth Advisors, he worked at Regency Wealth Management, Murphy Capital Management Inc, Peapack-Gladstone Bank, and Beacon Wealth Management, LLC. 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 long-term, evidence-based asset-allocation strategies using primarily low-cost, passively managed mutual funds and ETFs, and offers specialized consulting including employee benefit plans, real estate exchanges, and alternative investments.

Joseph Schlater is a financial advisor at Composition Wealth, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at Blaylock Van, LLC, Standard General, L.P., and Miracle Mile Advisors, LLC. Schlater has been with Composition Wealth since 2021. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans through a multi-advisor platform managing approximately $9.5 billion. The firm employs a long-term, asset-allocation driven approach utilizing diversified portfolios of low-cost mutual funds, ETFs, individual securities, and occasionally options or private investments, while providing ongoing oversight and rebalancing aligned with client risk profiles.

Jared Margolies is a financial advisor with Simplicity Wealth who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes a 15-year tenure at Axa Advisors, LLC. He also serves as Chief Compliance Officer for Simplicity Group Holdings. Simplicity Wealth provides advisory services to a diverse client base, including individuals, high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, alongside technology and operational platforms for advisers.

Michael Muratore is a financial advisor with Kingswood Wealth Advisors, LLC, based in New York, NY. He holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, LPL Financial, and Sterling National Bank. Outside of his advisory work, he is involved in real estate ownership through Chateau Income and Equity, LLC and Marshall Capital Management, LLC. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, consulting, and oversight of third-party managers.

Steven Adwar is a financial advisor at Cary Street Partners with seven years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Fidelity Investments. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative and private fund vehicles, and lending and insurance solutions, utilizing both third-party managers and in-house resources across a range of investment strategies.

Michael Cuttita is a financial advisor at Gladstone Wealth Partners with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, and LPL Financial. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting services to individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies and utilize third-party managers and technology to manage client accounts.

Jessica Mora is a Certified Financial Planner (CFP®) at Mission Wealth Management, LP with seven years of industry experience. She has been with Mission Wealth Management since 2017, following three years at Kaye Capital Management. Outside of her advisory role, she is a minority shareholder in Excelta Corporation, a manufacturing business. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers tiered wealth management and financial planning services, emphasizing customized, long-term investment strategies that include ETFs, mutual funds, individual securities, and alternative investments.

Kelly Henning is a CFP® professional at Modera Wealth Management, LLC with 12 years of industry experience. She has been with Modera since 2014. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, debt securities, and equities, and offers additional services such as tax planning, retirement consulting, and trust-related services.

Kenneth Gilmore is a financial advisor with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior work includes positions at National Securities Corp and Financial Consultant Group, LLC. Outside of his advisory role, he serves on the Board of Trustees at Cadwell University and is a committee member for Children’s Specialized Hospital. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in assets across 274 advisors. The firm provides a range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through multiple program structures and proprietary asset allocation models.

Diana Ianni is a CFP® credentialed financial advisor with one year of experience at CW Advisors, LLC. She previously worked for 18 years at Delta Financial Group, Inc. CW Advisors serves individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm offers wealth management, financial planning, family office services, retirement plan advisory, and portfolio management using a core-and-satellite investment approach that combines active, passive, quantitative, and ESG strategies.