William Conger is a financial advisor at Simon Quick Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Red Hook Management for 14 years before joining Simon Quick Advisors in 2022. Outside of his advisory role, he serves as chairman of the Raptor Trust, a non-investment related position. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm employs a diverse investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, and offers integrated tax and back-office services alongside its investment management.

Thomas Orecchio is a CFP®, CFA®, and ChFC® with 23 years of experience in the financial advisory industry. He has been with Modera Wealth Management, LLC since 2011. Outside of his advisory role, he serves as a trustee for a close personal friend, managing typical trustee responsibilities including trust administration and investment decisions. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selected independent managers.

Nicholas Di Palo is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Modera Wealth Management, LLC since 2026 and previously held roles at Cerity Partners LLC and Michael J. Porro & Co. Prior to his advisory career, he spent ten years in full-time education. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors by offering wealth and portfolio management, retirement plan consulting, and financial planning. The firm combines diversified asset allocation based on Modern Portfolio Theory with integrated accounting and tax services, supporting clients through a broad range of investment and ancillary offerings.

David Gottlieb is a financial advisor with Savvy in West Orange, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at EisnerAmper Wealth Management, Ameriprise Financial Services, and APW Capital, Inc. He also provides fixed insurance and annuity products through Advisors Excel. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and external sub-advisers.

Thomas Alonso is a CFA® charterholder and holds a Series 63 license, with three years of experience in the financial industry. He currently works at Hallmark Capital Management, part of Valley Wealth Managers, Inc., and has previous experience at Refinitiv, Foresters Financial, and Prospect Capital Corp. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with an investment process that incorporates client-specific guidelines and a proprietary Valuation Analysis.

Caitlin De Groat is a CFP® with six years of industry experience currently with Cary Street Partners. She previously worked for Beacon Trust Company for 13 years. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers various portfolio management and financial planning services, utilizing proprietary strategies, sub-advisers, and AI tools to support investment decisions.

Joseph Spada is a CFP® professional with 42 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously spent 35 years with Summit Equities, Inc. and Summit Financial Resources. Outside of his advisory role, Mr. Spada is involved in nonprofit work, serving as chairman of the Tri County Scholarship Fund and as a board member of Several Sources Shelters, both organizations supporting community and social causes. Summit Financial, LLC is a 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, financial planning, and retirement plan services, combining discretionary and consultative approaches to portfolio management.

Kyle Wesley is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Private Advisor Group, and Purshe Kaplan Sterling Investments. He also serves as Chief Technology Officer at OnePoint BFG, overseeing the firm’s technology operations. OnePoint BFG 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 range of proprietary and third-party investment models, with most client assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

Matthew Stroup Sr. is a CFP® with 46 years of experience in the financial industry. He is currently with NPA Asset Management, LLC and has been with Nationwide Planning Associates, Inc. since 2010. Outside of his advisory role, he is the CEO and majority owner of 401 K Retirement Partners, LLC, a firm providing 401(k) consulting services. 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 and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and utilizing third-party sub-advisors for day-to-day trading.

Michael De Pol is a financial advisor at Blue Point Strategic Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Blue Point since 2012. De Pol is also an independent insurance agent affiliated with various agencies. Blue Point Strategic Wealth Management provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs model portfolios across multiple strategies and integrates both fundamental and technical analysis in managing client assets.

Matthew Grosser is a financial advisor with Valley Wealth Managers, Inc. He holds a Series 65 designation and has 10 years of industry experience. He has been with Hallmark Capital Management since 2012. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs that utilize a proprietary valuation analysis and tactical asset allocation.

Jamahl Mahmood is a CFP® and ChFC® with 24 years of industry experience. He has been with Main Street Financial Solutions, LLC since 2017 and previously worked at Purshe Kaplan Sterling Investments and Access Wealth Planning, LLC. Outside of his advisory work, Mahmood serves as a wedding officiant and holds board positions with the AFK Foundation and the Glenwood Pier Condo Association. Main Street Financial Solutions serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, focusing on mutual funds and low-cost passive ETFs while also utilizing actively managed funds and alternative investments.

Gregg Heller is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1995. 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 featuring both discretionary and non-discretionary management, employing fundamental and technical analysis across multiple asset classes.

Russell Fiske is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Asset Management, National Securities Corporation, and Maxim Group LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser that serves individuals, trusts, corporations, and retirement plans, combining portfolio management and financial planning with brokerage, capital markets, and investment banking services. The firm employs an open-architecture investment approach with a focus on international investing and manages discretionary and non-discretionary strategies through a mix of in-house and third-party managers.

Ira Menkes is a financial advisor with B. Riley Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with B. Riley Wealth Management since 2015 and joined B. Riley Wealth Advisors in 2022. Menkes serves as a director of the Congregation Emanu-El Men's Club, where he helps organize seminars and charitable events. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Kevin Strauss is a CFA® charterholder with 31 years of industry experience. He has worked at Advisors Capital Management, LLC since 2019 and previously spent 17 years at Abner, Herrman and Brock. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts and model strategies across various asset classes.

Richard Gopin is a CFP® with 35 years of experience in the financial services industry. He is currently affiliated with Madison Avenue Securities, LLC and is the owner and president of Concordia Financial Group, Inc., where he is involved in the sales of life, disability, long-term care insurance, and fixed annuities. He has been with Madison Avenue Securities since 2005 and Concordia Financial Group since 2004. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of investment advisory services and account platforms, employing diverse analytical and allocation strategies.

Emil Hemsey is a CFP® professional with 14 years of industry experience, currently serving as an advisor at MissionSquare Retirement since 2022. His prior experience includes roles at Pruco Securities, LLC and Prudential Insurance Company of America from 2020 to 2022, as well as seven years at SagePoint Financial. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm employs model portfolios developed by Morningstar Investment Management and supports over 40,000 participants with a multi-team advisory structure.

Lorenzo Aufiero is a financial advisor at NPA Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with NPA Asset Management since 2005 and Nationwide Planning since 2002. Outside of his advisory roles, he works as a child support investigator for the Nassau County Department of Social Services. 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 and profit-sharing plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and oversight of third-party sub-advisors.

Theodore Shediac is a financial advisor at Advisors Capital Management, LLC in Cambridge, MA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Measured Wealth Private Client Group, Altus Capital, and Winchester Management. 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 custom private accounts, model separate-account and ETF strategies, and specialized solutions such as municipal fixed-income portfolios, managing assets on a discretionary basis using a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.