Michael Depasquale is a financial advisor at M Holdings Securities, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Madison Rose Advisors LLC, Madison & Main Advisors LLC, Atlas Advisory Group, and Provident Mutual. Outside of his advisory work, he serves as an advisor for National Social Security Partners, LLC. 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 broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supporting its services with platform providers and custodial arrangements.

Jeremy Rhen is a CFP® professional with 10 years of experience in financial advising, currently serving at SAX Wealth Advisors, LLC since 2016. He holds a Series 65 license and is based in Parsippany, NJ. SAX Wealth Advisors provides investment management, financial planning, employee benefit plan advisory, and specialized consulting services 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 funds with a long-term perspective and offers discretionary portfolio management along with coordination with outside professionals.

Daniel Goldschmidt is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding a Series 66 designation with 20 years of industry experience. Prior to joining A.G.P. in 2021, he worked at Aegis Capital Corp for six years. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product-distribution activities beyond standard advisory services.

Peter Topping is a CFP® and ChFC® with 23 years of industry experience. He has been with Private Client Services, LLC since 2010. Outside of his advisory role, he is involved in marketing securities-based and non-securities-based financial products through Crystal Wealth Management, Inc, and also engages in insurance sales. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management, managing approximately $1.05 billion across more than 3,200 client accounts.

Michael Rasmussen is a financial advisor at Hennion & Walsh Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hennion & Walsh since 2020. His prior experience includes roles at FinPro, Inc. and Ambassador Financial Group, Inc. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and to plan sponsors. The firm offers a variety of programs that combine fundamental and technical analysis with discretionary and non-discretionary management across multiple asset classes.

Jorge Suarez Velez is a financial advisor at Americana Partners, LLC with four years of industry experience. He holds a Series 63 designation and previously worked at Allen Investment Management, LLC for nine years. Outside of his advisory role, he writes a weekly newspaper column on political and economic topics and speaks at conferences on similar subjects. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and serves multiple private pooled investment vehicles for qualified investors.

Sun Hyung Kim is a financial advisor at RMR Wealth Builders, Inc. with 19 years of industry experience. He previously worked at KeyBanc Capital Markets Inc. for nine years. Kim holds Series 63 and Series 65 licenses. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, organizing client relationships around registered investment adviser representatives who implement model-based allocation strategies.

Yousef Khan is a CFP® professional with 11 years of experience in the financial industry. He is currently affiliated with OnePoint BFG Wealth Partners and has held roles at firms including LPL Financial and Northwestern Mutual. Outside of his advisory work, he serves as a notary, providing notarization services to clients at no charge. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary and third-party investment models, with most assets managed on a discretionary basis, and incorporates AI-assisted tools to document client interactions.

Safet Musovic is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His prior experience includes roles at CitiGroup, LPL Financial, Northfield Bank, and Capital One Investing. Outside of his advisory work, he is involved as an owner of a rental property business in Newark, NJ. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and a centralized implementation process.

Michael Mondiello Jr. is a financial advisor at A.G.P. / Alliance Global Partners with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cantella & Co., Inc. from 2015 to 2022. He serves as a board member of the North Shore Child and Family Guidance Center. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and offers a range of investment strategies including separately managed accounts and third-party manager programs.

Hugh McDonald is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has been with Virtue Capital Management since 2016. Outside of his advisory work, he serves as president and owner of Atlantic College Planning, Inc., which provides college planning services. Virtue Capital Management is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and dynamic strategies alongside quantitative analysis and third-party manager selection to tailor portfolios to client objectives and risk tolerances.

Steven Pisano is a financial advisor at Simon Quick Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Simon Quick Advisors since 2016. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm utilizes a combination of proprietary quantitative analysis, due diligence, and ongoing monitoring to allocate assets among independent managers, mutual funds, ETFs, and private investment funds, and operates distinctive fund-of-funds structures and affiliated pooled vehicles.

Alan Rothstein is a PFS™ credentialed advisor with 23 years of industry experience. He is currently with Advisory Services Network and has a background that includes over two decades at Asset Strategies, Inc. and a longstanding CPA practice through Rothstein and Company, LLC, where he provides tax preparation and accounting services. Advisory Services Network supports individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, and retirement-plan consulting through a network of independent advisers. The firm employs a variety of investment strategies and implementation options tailored to client objectives.

Mark Tassie is a financial advisor at Savvy with 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, as well as self-employment and work with Koyote Trading LLC. He holds Series 63 and Series 66 licenses and is based in New York, NY. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs mostly index-based, long-term investment approaches while offering active equity portfolios and tax-aware direct indexing, integrating fintech tools and specialized sub-adviser strategies.

Meghan Lee is a CFP® professional with three years of industry experience, currently affiliated with CW Advisors, LLC in New York, NY. She previously worked at Congress Wealth Management LLC for seven years and held positions at Boston Private. Her background also includes four years at Babson College. CW Advisors serves a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, and business entities, providing wealth management, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services to other advisors.

Michael Kaup is a financial advisor with Gladstone Wealth Partners in Morristown, NJ, holding a Series 63 designation and 25 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial, LLC since 2017 and previously worked at MetLife Securities Inc. from 2015 to 2017. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and monitor accounts, offering discretionary portfolio management and access to third-party managers and model portfolios.

Jake Schermerhorn is a CFP®-credentialed advisor with one year of industry experience, currently with Kintra Wealth, LLC. Prior to joining Kintra Wealth, he worked at Tupler Financial for three years and has additional experience at the University of Delaware, North Jersey Country Club, Oakland Pizzeria & Restaurant, and W's Bar & Grille. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and model-driven asset allocation with fundamental security analysis, applying these on a household basis to optimize tax efficiency and minimize duplicate holdings.

Eugene Mulvaney Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory methods and offers both discretionary and non-discretionary services, integrating in-house portfolio management with LPL-sponsored programs and algorithmic tools.

Kevin Young is a CFP® with 19 years of experience in the financial services industry. He has worked at Ritholtz Wealth Management since 2021 and previously spent six years with Northwestern Mutual in various roles. He is also the owner of Chartwell Services LLC, a company providing expense-related services to Ritholtz Wealth Management. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive financial planning and portfolio management. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, utilizing diversified low-cost ETFs, tactical overlays, and alternative investments alongside digital platforms for model portfolio management.

Tyler Whitehouse is a CFP® professional with 23 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2018. Prior to this, he worked at Calton & Associates, Inc. for ten years. Outside of his advisory role, he is involved with HR Ease LLC, a benefit administrative platform, and participates as a member of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients through portfolio management, financial planning, retirement plan consulting, and specialized services including digital-asset management and annuity programs.