Michael Brodie is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Advisors Capital Management since 2014. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm offers customized private accounts and model separate-account and ETF strategies, combining macroeconomic analysis with fundamental, quantitative, and qualitative research.

Brooke Hardiman is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and six years of industry experience. She previously worked at Private Advisor Group and LPL Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a variety of portfolio management models and integrates technology and operational outsourcing into its service delivery.

Michael Shimkin is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds the Series 65 and Series 66 licenses and previously worked for Bank of America Private Bank for ten years. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model with oversight from an Investment Committee and offers a range of services including discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions.

Abhishek Sheth is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, with 22 years of industry experience. He has previously worked at National Asset Management, Inc. and National Securities Corporation. Sheth holds Series 63 and Series 65 licenses. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations while integrating affiliated financial businesses and product channels.

Ryan Curran is a CFP® and Series 66-registered advisor at OnePoint BFG Wealth Partners with four years of industry experience. Prior to joining the firm, he worked at Bank of America and Merrill. Ryan has a background that includes experience at Rutgers University and service at Rockaway River Country Club. OnePoint BFG Wealth Partners serves a broad client base including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides customized financial planning and wealth management through a combination of proprietary models, third-party managers, and custodian platforms.

William Thomson is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes extensive tenures at TFS Securities, Inc. and Fortune Financial Services, Inc., among others. Thomson also sells and services flood insurance policies through the National Flood Insurance Program. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets with a tailored approach using a mix of fundamental, technical, and cyclical analysis and offers both discretionary portfolio management and standalone financial planning.

Laurence Sobin is a financial advisor with Packerland Brokerage Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 17 years with Packerland. Sobin also operates Sobin Financial Group as a financial consultant, focusing on life, health, long-term care, disability insurance, fixed and indexed annuities, and Medicare supplements. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors and offers financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a range of investment solutions, including third-party money managers and advisory programs on the Hilltop-environment platform.

Giovanni Buzzetta is a financial advisor at NFSG Corporation with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities since 2017 and National Securities Corp from 2013 to 2017. Outside of advising, he serves as a CCD instructor for a Catholic church program in Helmetta, NJ. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers to meet client objectives.

David Mandelbaum is a financial advisor at OnePoint BFG Wealth Partners with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bleakley Financial Group, Private Advisor Group, and Omega Advisors. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.

Kenneth Robinson is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with SAX Wealth Advisors, LLC since 2024, following a 19-year tenure at Practical Financial Planning Inc, formerly known as The Kenneth Robinson Co. SAX Wealth Advisors provides comprehensive financial planning, investment management, 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 funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

Marshall Burroughs is a CFP® professional with 23 years of experience in the financial services industry. He currently serves at RMR Wealth Builders, Inc. and previously worked at M&R Capital Management, Inc., Salesforce, and Deutsche Bank Securities Inc. Outside of advisory services, he is an independent insurance agent specializing in life, health, and disability insurance, and he is president of Burroughs Financial Planning, LLC. 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, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Alexis Macias is a financial advisor at OnePoint BFG Wealth Partners with three years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments, Bleakley Financial Group, LPL Financial, and RoundAngle Advisors LLC. In addition to his advisory role, he serves as Director of Operations at Bleakley Financial Group, overseeing the operations team. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm implements client-specific investment strategies using a combination of third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Domenick Tibaldo is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Prior to joining B. Riley in 2022, he worked at National Securities Corporation for nine years. He serves as president of the Nutley Historical Society & Museum and is treasurer of the Kiwanis Club of Belleville, NJ. B. Riley Wealth Advisors manages approximately $7 billion in client assets through a team of 274 advisors, providing a broad range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Tyler Mitnick is a financial advisor at Hennion & Walsh Asset Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2014. 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 and offers multiple program structures, managing approximately $768.8 million for over 1,000 clients.

Kyle Ruff is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Kyle 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 employs a range of investment strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Douglas Roth is a financial advisor at RMR Wealth Builders, Inc. with 43 years of industry experience. He holds a Series 63 designation and has worked at RMR Wealth Builders since 1986, as well as at Calton & Associates, Inc. from 2012 to 2022. Outside of his advisory role, he is the owner of HR Ease LLC, a technology company providing benefits enrollment software services, and a member of Wealth Builders Ventures OC, LLC, an investment holding company. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors, serving individual, retirement plan, and institutional clients. The firm provides portfolio management, financial planning, retirement plan fiduciary services, sub-advisory services, and educational seminars, utilizing a variety of investment strategies and technology platforms.

Anthony Santarpia is a financial advisor with Arete Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior work includes roles at A.G.P. / Alliance Global Partners, Aegis Capital Corp, and National Securities Corp. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis, utilizing both advisor-driven and proprietary rule-based model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

Wayne Howell is a CFP® professional with 23 years of industry experience, currently affiliated with CW Advisors, LLC. He has a background that includes 13 years at Delta Financial Group, Inc. and operates an accounting and tax practice as a CPA. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a diverse client base including individuals, families, trusts, charitable organizations, and institutions. The firm utilizes a Core-and-Satellite investment approach combining active and passive strategies across multiple asset classes and offers wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

Brian Ycaza is a CFP® professional with eight years of experience in financial advising. He is currently with Valley Wealth Managers, Inc. and its affiliated entities, having worked at several firms including Leumi Investment Services Inc. and Northwestern Mutual Investment Services LLC during his career. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual, high-net-worth, and institutional clients. The firm employs a client-driven investment process that incorporates equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs as appropriate.

Todd Engmann is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Oppenheimer, Morgan Stanley, Citigroup Global Markets, and Ameriprise Advisor Services. Outside of his advisory role, he owns a business selling handcrafted earrings and serves as executor of an estate. Cary Street Partners provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a wide range of investment options and proprietary strategies, with a focus on serving institutional niches such as state and municipal government entities and insurance companies.