David Severe is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 65 designation. He has one year of experience in the financial industry and a prior career of over two decades at AT&T. Main Street Financial Solutions serves a broad client base, including individuals, pension plans, trusts, and business entities. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while offering ERISA fiduciary consulting and managing held-away accounts through third-party platforms.

Dante Petullo is a CFP® and holds a Series 66 license, currently affiliated with OnePoint BFG Wealth Partners. He has three years of industry experience and previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Before entering the financial services industry, he was involved with Boardwalk Pizza. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary models and third-party managers, with most assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

Alexa Tambasco is a ChFC® credentialed financial advisor at SAX Wealth Advisors, LLC with two years of industry experience. Prior to joining SAX Wealth Advisors in 2022, she worked at MassMutual TriState and Sterling Financial Group. She also has a background in education from Ithaca College. SAX Wealth Advisors provides investment management, comprehensive financial planning, and specialized consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm follows an evidence-based investment approach focused on globally diversified, low-cost passive funds and uses discretionary portfolio management tailored to client needs.

Reuben De Almeida is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Bank of America N.A., Merrill, Pruco Securities, and The Prudential Insurance Company of America. He is currently based in Scotch Plains, NJ. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily onboarding retail investors through its FMAX wrap-fee platform and third-party discretionary managers.

Salvadore Salvo is a financial advisor with Summit Financial, LLC and holds a Series 63 designation, bringing 52 years of industry experience. He previously worked with Summit Equities, Inc. and Summit Financial Resources, Inc. for 36 years before joining Summit Financial in 2018. Outside of his advisory role, Salvo serves on the board of Legatus, a religious organization, and is involved in planned giving education through several nonprofit-related activities. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management. The firm offers both discretionary and consultative investment management services, financial planning, and retirement plan advisory, serving approximately 17,800 clients with a broad range of portfolio management programs and access to alternative investments.

Nathan Barbakoff is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at Bleakley Financial Group, Private Advisor Group, and LPL Financial. In addition to his advisory role, he is involved in offering life, disability, long-term care, and health insurance products. 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 employs a range of proprietary and third-party investment models with a strong focus on discretionary portfolio management and uses advanced tools for monitoring and client meeting documentation.

Adam Puskar is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ. He holds Series 66, Series 63, and Series 65 credentials and has eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Private Advisor Group, Merrill, and a four-year tenure with the Lehigh Valley Iron Pigs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of third-party managers, custodian platforms, and proprietary investment models to meet client-specific objectives and incorporates technology and operational outsourcing in its service delivery.

Keith Fahrman is a financial advisor at Summit Financial, LLC with 30 years of industry experience. He has been with Summit Financial since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1996 to 2018. Fahrman also holds the Series 63 and Series 65 designations. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches across its programs.

Thomas Trynin is a financial advisor at Simon Quick Advisors, LLC with 13 years of industry experience. He holds a Series 65 credential and previously worked at Red Hook Management, LLC for ten years before joining Simon Quick Advisors in 2022. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm combines private fund management, sub-advisory relationships, and integrated back-office offerings, including tax return preparation and bill-pay services.

Natasha Howe is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked primarily with Muriel Siebert & Co., Inc., including her current role, and has experience in various industries including personal training and nutrition. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform and access to third-party and independent managers. The firm employs Modern Portfolio Theory with ETF/ETN allocations, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Matthew Sysyn is a financial advisor at Santander Securities LLC with a Series 66 designation and less than one year of industry experience. His prior work history includes roles outside the financial services sector in retail and education. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across roughly 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Stephen Roth is a CFP® with 23 years of industry experience. He is currently with Gladstone Wealth Partners and has held prior roles at LPL Financial, LLC and PRUCO Securities, LLC. Outside of advisory roles, he has served as a benefit consultant in the non-variable insurance sector. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting using a broad range of investment approaches tailored at the representative level.

Confrence Gbaje is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Aegis Capital Corp. since 2010. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of approximately 131 advisors managing about $2.95 billion for more than 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory services, and brokerage and insurance products, utilizing an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships across discretionary and non-discretionary mandates.

Jeffrey Crystal is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Morgan Stanley, Prudential Insurance Company of America, and BrookeReed Consulting. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds investment approach, combining ETFs, mutual funds, and individual securities, while providing advisory services alongside operational technology solutions and a third-party asset management platform.

Dean Barnacle is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at PKS Investments, Equitable Advisors, and RBC Capital Markets. Summit Financial, LLC is an SEC-registered multi-team advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory, combining discretionary and consultative services.

Rodney Ibrahim is a CFP®-certified financial advisor with 25 years of industry experience, currently with A.G.P. / Alliance Global Partners since 2021. His prior roles include positions at Aegis Capital Corp, Maxim Financial Advisors LLC, and several other firms dating back to 2004. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach that includes internally managed strategies, sub-advisory relationships, model and wrap programs, and offers a range of financial planning and portfolio management services.

Devorah Finkelstein is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and National Securities Corp. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a variety of advisory programs, third-party managers, and proprietary asset allocation models.

Thomas Shaw is a CFA® charterholder with six years of industry experience. He is currently affiliated with Beacon Trust and has previously worked at MSCI, The Vanguard Group, and Hennion & Walsh. Beacon Trust offers financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages approximately $4.26 billion in discretionary assets and employs an open-architecture investment platform that includes in-house strategies, factor-based models, separately managed accounts, and monitored independent managers.

David Johnston is a CFP® with 29 years of industry experience, currently serving at OnePoint BFG Wealth Partners. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cetera Advisors, and First Allied Advisory Services. Outside of his advisory work, Johnston serves as an adjunct professor of Insurance Planning at the College of New Jersey and holds board roles at Stanton Ridge Golf and Country Club, the College of New Jersey Foundation, and the Hunterdon Health Foundation. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, primarily managing client assets on a discretionary basis.

James Mota is a CFP® professional with 15 years of experience in financial advisory roles. He is currently with Arete Wealth Advisors, LLC and has previously worked at firms including B. Riley Wealth Advisor, Ameriprise Financial Services, Prudential Insurance, and Allstate Insurance Company. Outside of his advisory work, Mota is the founder and CEO of The Building Blocks Foundation, a nonprofit providing clothing and essentials to homeless students in NYC public schools, and he serves on the Alumni Council for The American College of Financial Services. 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 employs a combination of advisor-driven and proprietary model-based investment strategies and offers discretionary portfolio management along with access to third-party money managers.