Kristopher Venne is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Ritholtz Wealth Management since 2013 and is also associated with RWM Insurance Services, LLC since 2018. Outside of his advisory roles, he is a partial owner of Compound Media, Inc., a content marketing company. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified ETFs, tactical overlays, and alternative investments, and operates both advisor-led services and digital platforms for portfolio implementation and management.

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.

Dean Kuhlkin is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Perigon Wealth Management, LLC since 2019. He previously worked at RLP Wealth Advisors and National Planning Corporation. Outside of his advisory role, he is a passive owner of a real estate investment entity. Perigon Wealth Management provides tailored investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and serves as both sponsor and overseer of wrap programs and sub-advisor relationships.

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.

Michael Strafford is a CFP® with 34 years of industry experience, currently serving at NPA Asset Management, LLC since 2004. He is also a CPA and has been involved in tax return preparation and life insurance services through Zenith Marketing since 1991. Strafford holds Series 63 and Series 65 licenses and maintains dual registration with NPA Asset Management and Nationwide Planning Associates, Inc. NPA Asset Management, LLC is an SEC-registered adviser offering managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often utilizing approved sub-advisors for trading while retaining supervisory oversight.

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.

Bryan Duffy is a financial advisor at The AmeriFlex Group with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Kestra Investment Services, Cetera, and Peller Wealth Management. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies using model asset allocations, third-party managers, and discretionary or non-discretionary manager relationships.

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.

Anthony Gomez is a financial advisor at SAX Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has prior experience at Principal Life Insurance Company, Principal Securities Inc, and ADP LLC. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to a range of clients including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs long-term, evidence-based asset allocation strategies using low-cost, passively managed funds supplemented by customized fixed-income ladders and third-party sub-advisers.

Steven Kashubo is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Santander Securities and Santander Bank in various roles since 2013. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers a range of advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and emphasizing ongoing suitability reviews and compliance oversight.

Craig Weiss is a financial advisor at OnePoint BFG Wealth Partners with 32 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, and Summit Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, utilizing a mix of third-party managers, custodian platforms, and proprietary portfolio models. The firm offers both discretionary and non-discretionary portfolio management, retirement plan consulting, and integrates technology and operational outsourcing into its services.

Howard Reizun is a CFP® professional with 26 years of industry experience, currently serving at Kestra Private Wealth Services, LLC since 2021. He previously worked at TIAA-CREF from 2006 to 2021. Reizun is a managing partner at Evoke Wealth Management and operates as the sole proprietor of HKR Wealth, a tax entity. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and advisory services, supporting independent advisor decision-making alongside supervisory oversight.

Jerry Aroneo is a financial advisor with Wealthcare Advisory Partners LLC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Wealthcare in 2024, he spent seven years at CITIGROUP. Aroneo is also involved in insurance sales on a limited basis. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach utilizing patented software and behavioral economics frameworks, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Marc Specht is a financial advisor with Perigon Wealth Management, LLC in New York, NY, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Midtown Wealth Management, LPL Financial, and Private Advisor Group. Outside of his advisory work, he is a licensed insurance agent and owner of PM Risk Management, an insurance sales business. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers a wrap-fee program and may implement client portfolios through sub-advisors or turnkey asset management programs, with ongoing portfolio monitoring and formal annual reviews.

Matthew Bernocchi is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at SAX Wealth Advisors, LLC since 2019, following prior roles at Waterstone Wealth Advisors, LLC and Cohen & Steers. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individual clients, retirement plans, trusts, charitable organizations, and businesses. The firm emphasizes evidence-based, long-term asset allocation strategies implemented mainly through low-cost, passive funds and supplements portfolios with customized fixed-income solutions, third-party sub-advisers, and specialized consulting services.