Steven Lieberman is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Merit Financial Advisors since 2026. His prior roles include eight years at Summit Financial, LLC and Purshe Kaplan Sterling Investments, and 27 years at Summit Equities, Inc. and Summit Financial Resources, Inc. He is also involved in financial planning and wealth management through a partnership at Summit Financial, LLC. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal team, with options for customized portfolio management.

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.

Eric Mangold is a financial advisor at Summit Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Minnesota Life Insurance Co, Securian Financial Services Inc, Allied Wealth Partners, and First Allied Advisory Services. Outside of his advisory role, he volunteers with the Leukemia and Lymphoma Society. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers investment advisory and portfolio management services through both discretionary and consultative platforms, alongside financial planning and retirement plan advisory.

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.

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.

Emilio Rivera is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 66 designations and over 25 years of industry experience. His prior roles include positions at Simplicity Investments, MassMutual Investors Services, New York Life Insurance Company, and AXA Advisors. Rivera is President and CEO of E. Rivera & Associates and serves as a board member for the Staten Island University/Northwell Hospital Foundation, participating in fundraising activities. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment advice through discretionary management, advisor-specific styles, and model portfolios incorporating passive, active, tactical, and ESG-oriented strategies.

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.

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.

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.

Anibal Guerrero Russo is a CFP®-certified financial advisor with five years of industry experience, currently with Kintra Wealth, LLC. His prior roles include positions at Premier Path Wealth Partners, Peapack Private Bank & Trust, and JPMorgan Chase. Outside the financial sector, he is a silent partner in a family-owned handyman business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm’s investment process integrates client interviews with model-driven asset allocation and fundamental security analysis, implemented on a household basis to optimize tax efficiency and account coordination.

Adam Johnston is a financial advisor with OnePoint BFG Wealth Partners, holding Series 65 and Series 63 credentials and 19 years of industry experience. His previous roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cetera ADVISORS LLC, and First Allied Securities. Outside of his advisory work, Johnston contributes as a blogger on political, historical, philosophical, and technological topics. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of proprietary models and third-party managers to implement client-specific investment strategies, supported by technology-driven operational tools.

Annamaria Vitelli is a financial advisor at Beacon Trust with a Series 65 designation and 18 years of industry experience. She previously worked at PNC Bank from 2007 to 2025 before joining Beacon Trust in 2025. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers financial planning, tax preparation, and discretionary portfolio management through a multi-team advisory staff and employs an open-architecture investment platform with a risk-first framework and tax-aware management.

Tucker Sandercock is a Series 66-licensed financial advisor at Merit Financial Advisors with seven years of industry experience. He has worked at Merit since 2026 and previously at Chatham Wealth Management and Wells Fargo Clearing Services. His background also includes roles outside finance, such as with AMC Networks and the Department of the Army. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal Investment Management team and Committee.

John Lapilusa is a financial advisor at Cetera Planning Partners with 27 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Avantax Investment Services, 1st Global Advisors, and O’Connor, Davies LLP. He serves as secretary and trustee for Peace Care Inc., a nonprofit organization overseeing nursing homes. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, and estate planning through a third-party provider, employing a diversified investment approach aligned with clients' objectives and risk tolerance.

Abhishek Vakil is a financial advisor at Perennial Financial Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Chase for nine years before joining Perennial and LPL Financial in 2025. Outside of advisory work, he is involved with Perennial Investment Advisors, LLC, an independent registered investment advisor firm. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across a range of securities while combining ERISA retirement plan consulting with licensed insurance activities.