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 Series 65 credentialed advisor at Procyon with 14 years of industry experience. She has previously worked at Crest Investment Partners LLC, Alpha Quant Advisors, LLC, and Cypress Capital Group. Gallagher is a partner and minority owner of Alpha Quant Models LLC, a firm specializing in quantitative investment strategies and data analysis. Procyon offers investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, families, trusts, businesses, retirement plans, RIAs, pooled investment vehicles, and government entities. The firm manages approximately $9.2 billion in assets, using fundamental analysis and a mix of internal and external portfolio construction, with an emphasis on non-discretionary management.

Shinaola Atoro is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Prior to joining Mission Wealth Management, Atoro held positions at Walmart and IBM. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, philanthropy, and risk planning, utilizing a blend of internal management and select 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.

Ana Bou Goldsmith is a financial advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at IDB Lido Wealth, IDB Bank, GBS Finance, and Merrill. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and consulting services. The firm emphasizes asset allocation and diversification, utilizing third-party independent managers and model portfolios as part of its investment approach.

Kyle Gonzalez is a financial advisor with Siebert AdvisorNXT, LLC. He holds the Series 66 designation and has three years of industry experience, all with Muriel Siebert & Co. and Siebert AdvisorNXT. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm combines a web-based AdvisorNXT platform using Modern Portfolio Theory with access to third-party and independent managers, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Clifford Brockmann is a CFP® with eight years of industry experience, currently affiliated with Core Planning. His prior roles include positions at Fidelity Investments, The Vanguard Group, Tapfin, and Edward Jones. Outside of finance, he worked as a self-employed videographer while attending Montclair State University. Core Planning provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory for qualified plans. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies and oversee asset allocation.

Brian Duarte is a financial advisor with Santander Securities LLC in Parsippany, NJ, holding Series 63 and Series 66 designations and bringing nine years of industry experience. He has worked with Santander Securities since 2017 and has been employed by Santander Bank, NA since 2013. Santander Securities LLC provides investment advisory services to a broad retail client base, managing approximately $3.14 billion in regulatory assets under management through a multi-team approach. The firm offers portfolio management via wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

John Acevedo is a financial advisor at Santander Securities LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2013. Outside of his financial career, he is a musician and musical director for the quintet Afrocuba. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, with investment advice delivered through a managed-account platform that utilizes third-party managers and a centralized implementation process.

Justin Shure is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Prosperity - An EisnerAmper Company and has worked previously at firms including Charles Schwab and Bay Colony Advisors. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

John Simon is a financial advisor at Simon Quick Advisors, LLC with nine years of industry experience. Prior to joining Simon Quick Advisors, he worked for 23 years at William E. Simon & Sons, LLC. Outside of his advisory role, John serves as the finance chair of the Arnold and Mabel Beckman Foundation. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, and financial planning. The firm combines proprietary quantitative analysis with in-person due diligence to allocate assets across independent managers, mutual funds, ETFs, and private investment funds, offering both discretionary and non-discretionary account management.

Christopher Cella is a financial advisor at OnePoint BFG Wealth Partners with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. Outside of his advisory role, he serves on the board of Core Media Systems Inc., a nonprofit organization. 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 utilizes a blend of proprietary models, third-party managers, and custodian programs to manage client portfolios, primarily on a discretionary basis.

Andrew Chang is an advisor at Gilder Gagnon Howe & Co. LLC with two years of industry experience. He holds a Series 66 designation and has worked at Capvision and Pulsafeeder prior to joining Gilder Gagnon Howe & Co. Andrew’s background includes roles outside of finance, such as work with party rentals and a dumpling house. Gilder Gagnon Howe & Co. provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers who have full trading discretion and may engage in frequent trading and the use of margin, short sales, and limited options or fixed-income exposure.