Christopher Ryan is a financial advisor at Hennion & Walsh Asset Management, Inc. with 16 years of industry experience. He has been with Hennion & Walsh since 2009. 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 to plan sponsors. The firm offers various managed account programs and financial planning services, using both discretionary and non-discretionary management with a range of investment strategies across multiple asset classes.

Karen Hajus is a financial advisor at OnePoint BFG Wealth Partners with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Merrill, Lincoln Financial Advisors Corporation, and OSAIC. Outside of her advisory role, she is involved in securities tutoring through an internet-based platform. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a blend of proprietary investment models, third-party managers, and custodian programs, with most assets managed on a discretionary basis.

Kevin Ryan is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation. He joined Beacon Trust in 2025 and has prior experience at JP Management LLC and Kerry Group. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management services to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets using an open-architecture platform with a risk-first investment framework and offers integrated trust and banking referral capabilities.

Sean Logue is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hennion & Walsh since 1997. 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 programs, employing both discretionary and non-discretionary management with a range of investment strategies across multiple asset classes.

Barbara Nevils is a CFP® professional with 26 years of experience in the financial services industry. She currently serves at SAX Wealth Advisors, LLC and previously led Nevils Financial, LLC for 18 years. SAX Wealth Advisors provides investment management, comprehensive financial planning, 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 offers discretionary portfolio management alongside coordination with outside professionals.

Patrick Trombetta is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 66 designation. He has 10 years of industry experience with prior roles at 1st Global Advisors and Avantax-affiliated firms. Outside of his advisory work, he serves as the head varsity soccer coach at Trinity Hall School. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charities, and businesses. The firm operates primarily through a network of CPA firms and advisors, managing approximately $7.57 billion in assets for about 7,500 clients as of December 31, 2025.

Christopher Moore is a CFP® with 13 years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2004. He previously worked at Massey Quick Wealth Solutions for one year. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm employs a diverse investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, alongside proprietary tools and sub-advisory relationships.

Brian Cody is a CFP® professional with 25 years of experience in the financial services industry. He is affiliated with LPL Financial and has held roles at several firms, including Wealthcare Advisory Partners LLC, Private Advisor Group, and Carson Wealth Management Group. In addition to his advisory work, Cody volunteers as a VITA Advanced Tax Preparer with United Way. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Donato Cuttone Jr. is a financial advisor at Siebert AdvisorNXT, LLC. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Siebert AdvisorNXT, he worked at iHeart Media and served in the U.S. Army. Outside of his advisory role, he is involved with Cuttone Enterprises, LLC. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities through its web-based AdvisorNXT platform. The firm combines algorithmic portfolio construction based on Modern Portfolio Theory with access to third-party managers and specialty strategies such as covered-call transitions.

Samuel Angelo Jr. is a financial advisor with Avantax Planning Partners, Inc. holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including 1st GLOBAL ADVISORS, Inc. and Hunter Financial Services, Inc. He serves as a board member of Central Jersey Federal Credit Union. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses, primarily through CPA firms and registered advisor representatives. The firm employs style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, centralized trading, and annual account reviews.

Damany Henry is a financial advisor at Arete Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation for 14 years. Outside of his advisory role, he owns DEH Advisors, a business used solely for tax and bill pay purposes. 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 a mix of advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Nancy Brzozowski is a financial advisor with Prosperity - An EisnerAmper Company, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Financial Engines Advisors L.L.C., APW Capital, and Stratos Wealth Partners. 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, employing both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Deepak Alur is a financial advisor with M Holdings Securities, Inc. and holds Series 63 and Series 66 licenses. He has 27 years of industry experience and has worked at several firms including Madison & Main Advisors LLC, Atlas Advisory Group LLC, and Scher Financial Group. In addition to his advisory roles, he is a partner at Madison & Main Advisors and is involved in insurance and investment advising, as well as referring clients for fixed insurance products. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance-contract advisory services.

Lisa Manzolillo is a CFP® professional with 24 years of industry experience. She has been with Simon Quick Advisors, LLC since 2018 and previously worked at Modera Wealth Management, LLC. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, and financial planning. The firm uses a combination of proprietary quantitative analysis, in-person due diligence, and ongoing monitoring to allocate client assets among independent managers, mutual funds, ETFs, and private investment funds.

Michael Bremer is a financial advisor with Summit Financial, LLC in Parsippany, NJ, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Summit Risk Management, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc., spanning back to 2007. In addition to his advisory duties, he performs cybersecurity functions for Summit Risk Management, LLC on a minimal, as-needed basis. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 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.

Stephanie Roche is a financial advisor at Hennion & Walsh Asset Management, Inc. with 17 years of industry experience. She holds the Series 66 designation and has been with Hennion & Walsh since 2009. Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management and consulting to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of strategies across multiple asset classes and offers various program structures, managing approximately $768.8 million for over 1,000 clients.

Christopher Lester is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include work with Eagle Team, Producer Partners Group, Retirement Wealth Advisors, and several other firms. Outside of advisory work, he is involved with Harley Madison Photography LLC, advising on marketing and website development. Simplicity Wealth serves a wide range of clients 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, supporting advisers with technology and operational services such as a private-label asset management software and a third-party model manager platform.

John Feeney is a financial advisor with Capital Analysts in Cranford, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Lincoln Investment Planning for seven years and Axa Advisors, LLC for ten years. In addition to his advisory role, Feeney serves as a Group Relationship Manager at Bergin Agency, focusing on building and maintaining relationships with employer-sponsored retirement plans. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various models and emphasizes a fiduciary role with tailored investment approaches supported by an in-house Investment Management & Research team.

Andrew Schoenfeld is a financial advisor at Kingswood Wealth Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Edge Wealth Management, Brean Capital, and Sandler O'Neill & Partners. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with third-party manager oversight.

Erin Mc Cann is a financial advisor at Simplicity Wealth with 15 years of industry experience. She holds Series 63 and Series 65 designations and has held roles at The Leaders Group Inc and Simplicity Group Holdings. Outside of her advisory work, she is the managing director of the McCann Family Foundation, a family charitable foundation. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, offers model portfolio management with discretionary authority, and provides a technology platform for advisers including tax optimization and independent manager due diligence.