Grayson Goulet is a financial advisor at Accurate Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RJL Financial Group and Michael Page. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, providing discretionary portfolio management, financial planning, and educational services with a broad range of investment options, including alternative and privately placed investments. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocation strategies.

Eric Hurrie is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He previously worked for Instinet, LLC for 12 years before joining Hennion & Walsh in 2024. 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, employing a combination of fundamental and technical analysis with a range of investment strategies across multiple asset classes.

Susan Feeley is an advisor at Circle Wealth Management, LLC with 17 years of experience at the firm. She holds Series 65 and Series 63 designations. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families, along with their related trusts, foundations, and endowments. The firm focuses on customized wealth advisory, investment management, and family office services, emphasizing coordinated estate, tax, insurance, and charitable planning.

Ying Zhang is a financial advisor at Gilder Gagnon Howe & Co. LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Gilder Gagnon Howe since 2015. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research while managing separate client accounts.

Maria Dizio is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation with nine years of industry experience. She has been with Beacon Trust since 2012. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and offers an open-architecture investment platform with a risk-first framework, tax-aware management, and customized portfolio options.

John Wallace is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Wallace has been with the firm since 1998. Hennion & Walsh Asset Management, Inc. provides investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for about 1,087 clients through a team of 73 advisors, employing a range of investment strategies across multiple asset classes and program structures.

Mamode Oozeerally is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He has been with the firm since 2000. Oozeerally holds Series 63 and Series 65 licenses. 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 various program structures that incorporate fundamental and technical analysis across a range of asset classes.

Bruce Resnik is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with Summit Financial, LLC since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2008 to 2018. Resnik is also a notary public, providing notarization services for family and personal documents. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client approval and advisor-led monitoring.

Jeffrey Morrison is a financial advisor at Lifemark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been president of Classic Benefit Planners, Ltd. since 2005. Morrison is also an attorney with over 50 years in legal practice, performing occasional legal work alongside his advisory role. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers a range of investment programs including Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager services, with client suitability assessments and tailored risk management.

Alexander Borowiec is a financial advisor at M Holdings Securities, Inc. with three years of industry experience. He holds the ChFC® and Series 63 designations. Before joining the financial services industry, he spent 19 years in full-time education at Lebanon Valley College. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a variety of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory.

John Longo is a CFA® charterholder with 22 years of experience in the financial industry. He is currently with Beacon Trust and is also the founder and principal of Cyborg Capital Management, where he manages a limited partnership and provides investment consulting. Additionally, he has been affiliated with Rutgers University since 1993. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities, offering financial planning, tax preparation, and discretionary portfolio management. The firm utilizes an open-architecture investment platform with a risk-first framework and integrates tax-aware management and loss harvesting strategies.

Stephen Mensah Jr is a financial advisor at Hennion & Walsh Asset Management, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2012. 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 both discretionary and non-discretionary management, utilizing fundamental and technical analysis with a range of strategies across various asset classes.

Damon Varady is a financial advisor at Signature Estate & Investment Advisors, LLC (SEIA) with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Royal Alliance Associates and Invest Financial Corp. He serves as a trustee on a family irrevocable trust. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm utilizes an in-house research group and Investment Committee to combine strategic asset allocation with tactical adjustments, providing both discretionary and non-discretionary managed-account programs.

Thomas Haggerty is a financial advisor with Perigon Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investment and LPL Financial. Outside of his advisory role, he serves as a notary public in New York State and participates in focus groups related to market research. Perigon Wealth Management offers customized investment advisory and wealth management services to a diverse range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and banking institutions. The firm emphasizes individualized portfolio construction with ongoing monitoring and acts as both sponsor and overseer of its wrap programs and sub-advisor relationships.

Nicholas Villano is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Summit Financial, LLC since 2018 and has prior experience with Purshe Kaplan Sterling Investments, Summit Equities Inc, and Summit Financial Resources, Inc. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Kyle Saul is a financial advisor at Cary Street Partners with a Series 65 credential and one year of industry experience. Prior to joining Cary Street Partners, he worked at Transcend Capital Advisors and spent six years at Ford Motor Company. He holds a degree from Pennsylvania State University. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, utilizing both third-party managers and in-house resources across a range of traditional and opportunistic strategies.

Steven Feliciano is a financial advisor at Hennion & Walsh Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2016. Outside of his advisory role, he works part-time as an administrative assistant at Paul Miller Audi. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis across multiple asset classes and offers various program structures, managing assets for over 1,000 clients through a team of 73 advisors.

Todd Mcdonald is a CFA® charterholder currently with United Capital Financial Advisors, where he has worked since 2025. He has prior experience at Apexium Financial LP and WealthSpire Advisors, totaling over 12 years in the financial industry. United Capital Financial Advisors provides financial planning and investment management services to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary asset-allocation models and offers portfolio customization options, supported by proprietary technology and a range of affiliated services.

Gregory Jandoli is a CFP® professional with 37 years of industry experience. He has been with Summit Financial, LLC since 2018 and previously held roles at Purshe Kaplan Sterling Investments, Summit Risk Management, Summit Equities, Inc., and Summit Financial Resources, Inc. In addition to his advisory work, he is a managing member of a gym management startup, Campus Fitness Solutions, LLC. Summit Financial, LLC is an SEC-registered multi-team advisory firm serving approximately 17,800 clients with $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with financial planning and retirement plan advisory.

Kristin Sanguino is a financial advisor with Consolidated Portfolio Review Corp, holding a Series 63 designation and bringing 24 years of industry experience. Her previous roles include seven years at Personal CFO Solutions, LLC and 23 years with The AYCO Company, L.P./Mercer Allied. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent Advisor Representatives using strategic asset allocation and various approaches depending on client objectives.