Richard Rodman is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and 39 years of industry experience. His prior firms include Royal Alliance Associates, IAM Advisory LLC, and Investment Advisors Asset Management, LLC. Outside of his advisory work, he is a published financial author and oversees financing for a long-haul automobile carrier through a separate consulting business. Wealthcare Advisory Partners LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan advisory services, employing a goals-based approach that combines behavioral economics with quantitative and fundamental analysis.

Kevin Morse is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. since 2012. Outside of his advisory role, Morse serves as a firefighter with the Morristown Fire Department. 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 and works with approved sub-advisors for day-to-day trading while maintaining supervisory oversight.

Francis Lepore is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial, Private Advisor Group, Bleakley Financial Group, and Purshe Kaplan Sterling Investments. Outside of advising, he is the owner of a restaurant, Lepore's Prime and Proper. OnePoint BFG Wealth Partners offers 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 most assets managed on a discretionary basis and supported by formal monitoring and AI-assisted documentation tools.

Joseph Cutler is a financial advisor with Arete Wealth Advisors, LLC, based in Jersey City, NJ. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, including roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Hudson Point Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its advisory approach.

Marnie Hards is a CFP® professional with 21 years of industry experience. She is currently with SAX Wealth Advisors, LLC and has been with Azar Financial Advisors, LLC since 1999. 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 a long-term, evidence-based asset-allocation approach using primarily low-cost, passively managed mutual funds and ETFs, supplemented with customized fixed-income strategies and third-party sub-advisers.

Priscilla Vultaggio is a financial advisor at StoneX Advisors Inc. with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with StoneX affiliates since 2020, including previous roles at Millennial Advisers, LLC and Allied Millennial Partners, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs advisor-managed portfolios, proprietary models, and third-party money managers for investment implementation and supports various account structures and investment restrictions.

Deven Markase is a financial advisor at Gilder Gagnon Howe & Co. LLC with four years of industry experience. He holds a Series 66 designation and has worked at Gilder Gagnon Howe since 2021. Outside of finance, Markase is a self-employed DJ and music producer, performing at venues and producing music. Gilder Gagnon Howe & Co. provides discretionary portfolio management for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Jonathan Dreskin is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2011. Outside of his advisory role, he is involved with a family limited partnership and works as an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that provides 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.

David Solomon is a CFP® with 25 years of industry experience, currently serving as Managing Partner at Carbon Wealth Management and working through Mariner Platform Solutions. His prior experience includes over two decades at Goldman Sachs & Co., as well as roles at LPL Financial and Gladstone Wealth Partners. He is a member of the Board of Trustees and Head of the Budget Committee at Temple B'nai Abraham in Livingston, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan solutions supported by institutional resources and affiliated investment relationships.

Allen Sista is a CFA® charterholder affiliated with RMR Wealth Builders, Inc. He has seven years of industry experience, including previous roles at Meteora Capital and independent advisory work. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, fiduciary services, sub-advisory roles, and educational seminars, with a range of traditional and specialist investment strategies.

Paul Tinnirello is a financial advisor at Simplicity Wealth with nine years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Bleakley Financial Group from 2014 to 2023 before joining Simplicity Financial Group. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers through its managed account platform.

Daniel Bermiss is a financial advisor with Santander Securities LLC in Brooklyn, NY, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities, TIAA-CREF, and Santander Bank. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm provides investment management primarily via the FMAX wrap-fee platform and operates both as a registered investment adviser and a FINRA-registered broker-dealer.

Matthew Mortillaro is a financial advisor with Regal Investment Advisors LLC in Morristown, NJ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Regulus Financial Group, Eagle Strategies (NY Life), and New York Life Insurance Company. Mortillaro also provides financial and insurance services through his involvement with Cornerstone Wealth Associates. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management to independent advisers and serves a variety of client types, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios, with advisers selecting allocations and granting Regal discretionary authority to manage accounts.

Cedric Welch is a financial advisor at Gilder, Gagnon, Howe & Co. LLC with five years of industry experience. He has held roles at Gilder, Gagnon, Howe & Co. since 2020 and was previously self-employed from 2018 to 2020. Welch is also the President and CEO of Hip-Hoppreneur, Inc., a consulting firm focused on executive coaching and business strategy. Additionally, he serves as a panelist, curator, and facilitator for events at The Gathering Spot, a private members-only city club for professionals and entrepreneurs. Gilder, Gagnon, Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Logan Snodgrass is an advisor at Realta Investment Advisors, Inc. with one year of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at firms including Slack, Peacock, and Hulu. Outside of his advisory role, Snodgrass is involved in private equity through Cameron Financial Holdings, LLC, and holds executive roles in retail advisory and digital marketing consultancies. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, employing diversified asset allocation strategies and a range of portfolio management platforms.

Jack Mahoney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2018. Prior to this, he worked at UBS Financial Services for five years. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations with wealth management, investment consulting, financial planning, and tax services. The firm employs a multi-manager investment approach using proprietary quantitative analysis and due diligence, and operates several affiliated pooled investment vehicles along with services such as tax-return preparation and household financial administration.

Athishay Gangadharan is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Kestra in 2021, he worked at TIAA and TIAA-CREF from 2012 to 2021. He is the managing partner and senior wealth advisor at Evoke Wealth Management, where he also assists in recruiting and attracting outside advisors. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisor-managed investment and planning services, supporting independent advisor decision-making with access to in-house and third-party solutions.

Matthew Harris is a CFP® professional with 13 years of experience in the financial services industry. He currently works at Mission Wealth Management, LP and has previously held roles at firms including MAI Capital Management, Marcum Wealth, and Raymond James Financial. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion, serving high-net-worth individuals, families, and institutional clients. The firm offers personalized wealth management, portfolio management, financial planning, and consulting services, employing a tiered service model and emphasizing long-term investment strategies with a range of traditional and alternative investments.

Jon Gagliardi is a financial advisor with Avantax Planning Partners, Inc. and holds the PFS™ designation. He has two years of industry experience and serves as Chief Executive Officer of MSPC Certified Public Accountants and Advisors PC, a firm offering tax planning, tax preparation, financial attest services, investment planning, and bookkeeping. His prior roles include positions at 1st Global Capital Corp and various Avantax entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets and serves individual, pension, charitable, and business clients using firm-designed style allocation models and tax-intelligent strategies.

Tsewang Nyendak is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation for 18 years. Nyendak also works as an insurance agent outside of his advisory role. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and incorporates third-party sub-advisers and due diligence processes in its investment approach.