Michael Spitaletta is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Hennion & Walsh since 2016. 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 manages approximately $768.8 million for over 1,000 clients through multiple program structures, combining fundamental and technical analysis with various investment strategies across multiple asset classes.

Steven Weinman is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and 44 years of industry experience. He has held multiple roles within Summit-affiliated companies since 1982 and currently serves as CEO of LS Securities, LLC, CEO of Summit Risk Management, LLC, and President of Summit Advisor Services, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 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 approaches.

Gregory Horne is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at MML Investor Services and Mass Mutual Life Insurance Company since 2011. Outside of his advisory role, he is involved in insurance sales, including life, disability, and health insurance, and serves as Managing Director of Business Development at 401 K Retirement Partners, LLC. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform. The firm serves individual and high-net-worth investors, corporations, pension plans, and charities, combining advisor-led planning with model portfolio implementation and oversight of sub-advisors.

Charles Cernosia is a CFA® charterholder and holds a Series 63 license. He is a financial advisor at Summit Financial, LLC with four years of industry experience. Prior to joining Summit Financial in 2021, he worked at HSBC from 2013 to 2017. 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 investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments through a combination of discretionary and consultative services.

Adam Scharf is a financial advisor at RMR Wealth Builders, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Hightower Advisors. Prior to his financial career, he spent over a decade with Stern Keiser & Panken LLP in the legal sector. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through various program options.

Jon Betlow is a CFP® and ChFC® with 32 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. Outside of his advisory role, he serves as a board member of the Met Golf Association and is an officer in Marini Method, LLC, a CPA and bookkeeping business owned by his spouse. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, businesses, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management strategies, combining third-party managers, proprietary models, and technology-driven operational support.

Peter Sosnowski is an investment advisor at Siebert AdvisorNXT, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has spent over two decades at Muriel Siebert & Co., Inc., continuing his work there under its current structure since 2022. He divides his time equally between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both affiliated entities under Siebert Financial Corporation. Siebert AdvisorNXT primarily serves individuals, including high-net-worth clients, as well as families, trusts, and certain business entities. The firm offers investment management through its AdvisorNXT platform, which employs a risk-tolerance questionnaire and Modern Portfolio Theory to build portfolios of low-cost ETFs and ETNs, supplemented by discretionary and non-discretionary management options and access to third-party managers and specialty strategies.

Keith Stecker is a financial advisor with RMR Wealth Builders, Inc. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Brookfield Oaktree Wealth Solutions LLC, and Oppenheimerfunds. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion in assets with 52 advisors. The firm serves individual, retirement plan, and institutional clients, offering portfolio management, financial planning, and specialized advisory services including annuity management and digital asset programs.

John Duffy is a financial advisor at Summit Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Summit-branded firms since 2015, joining Summit Financial, LLC in 2018. 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 investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

John Costa is a financial advisor with NPA Asset Management, LLC, holding Series 66 and Series 63 credentials and possessing 32 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates since 2008 and has operated as a self-employed advisor since 1994. In addition to his advisory role, Costa provides estate planning services through an online platform, assisting clients with data entry and initial guidance. NPA Asset Management is an SEC-registered firm serving individuals, corporations, pension plans, and charitable accounts through a network of 51 advisors and over 2,200 client relationships. The firm manages approximately $1.065 billion in assets and offers multiple managed-account programs, third-party asset manager referrals, and access to various investment products.

Frank Imbriaco is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. He has been with Hennion & Walsh since 2005. 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 offers a range of programs using both discretionary and non-discretionary management across multiple asset classes and strategies.

Seymour Williams is a CFP®-credentialed financial advisor with 37 years of industry experience. He is currently with Lifemark Securities Corp. and has previously worked at SunStreet Securities, LLC. In addition to his advisory work, he is engaged in tax preparation, independent insurance sales, mortgage brokerage, and real estate brokerage. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on both a discretionary and non-discretionary basis.

Andrew Arons is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with NPA Asset Management and Nationwide Planning Associates, Inc. since 2010. Outside of his advisory work, he is also an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs to 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 and supports a network of advisors through both discretionary and non-discretionary asset management.

Mark Malek is an investment advisor representative with Siebert AdvisorNXT, LLC and Muriel Siebert & Co., Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at multiple firms, such as Wealthsource Partners, Vellum Financial, Quantitative Insight Partners, and Praxis Insight Advisors. He divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., both affiliates under Siebert Financial Corporation. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to dedicated investment advisors. The firm offers discretionary and non-discretionary account management, utilizing strategies such as mean-variance optimization with ETFs and ETNs, and maintains affiliations with in-house broker-dealer and custodial partners.

Kyle Stawicki is a financial advisor at SAX Wealth Advisors, LLC with 17 years of industry experience. He has been with SAX Wealth Advisors, formerly SMF Financial Advisors, since 2006. Kyle holds a Series 65 designation. SAX Wealth Advisors provides investment management, comprehensive financial planning, employee benefit plan advisory, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive mutual funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

Steven Frerichs is a financial advisor at Hennion & Walsh Asset Management, Inc. He holds the Series 66 designation and has been with Hennion & Walsh since 2026. Prior to joining the firm, he held various positions outside the financial industry, including roles at Paradise Grills and The Screen Depot. 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 uses a range of strategies across multiple asset classes and offers both discretionary and non-discretionary management, with additional services including financial planning and supervisory services to unit investment trusts.

Leonard Dandridge is a financial advisor at Regal Investment Advisors LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Cornerstone Financial, Zyntex Inc, IRhythm Inc, and InfuSystem Inc. Outside of his advisory work, he has experience as a sales associate in retail. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies on behalf of clients.

John Tsoukalas is a financial advisor at Hennion & Walsh Asset Management, Inc. with 24 years of industry experience. He has been with Hennion & Walsh since 2001 and also has a long-standing role at Kean University since 1999. 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 offers a variety of programs including wrap-fee portfolio management and personalized UMA, using both fundamental and technical analysis across multiple asset classes.

James Colleary is a financial advisor with NPA Asset Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has been associated with Nationwide Planning Associates, Inc. since 2010. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs including Advisor Managed accounts, MA Direct third-party sub-advisor programs, and MA Custom AdvisorFlex model portfolios. The firm serves individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation.

Keith Schaber is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 66 designation and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he operates College Point Tax Service, providing tax preparation services, and serves as a trustee and executor for the Harvey Whiting Trust and Estate. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services with a range of account management options and routinely monitors third-party managers.