Michael Provine is a financial advisor with Cary Street Partners in Morristown, NJ, holding 24 years of industry experience. His prior roles include positions at Tradition Asset Management, Candor Wealth Advisors, and Tradition Capital Management LLC. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive process involving client profiling, allocation, manager selection, and ongoing monitoring, utilizing both third-party and in-house resources across a wide range of investment strategies.

Nicholas Dubac is a financial advisor at SAX Wealth Advisors, LLC with one year of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes roles at LPL Enterprise LLC and Il Palazzo, as well as experience in education at Lakeland Regional High School and Wanaque Elementary School. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation approach using primarily low-cost, passively managed funds, supplemented by customized fixed-income strategies and third-party sub-advisers.

Manuel Escobar is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Nationwide Planning Associates, Inc. since 2019 and previously at Oriental Financial Services from 2013 to 2019. Outside of his advisory role, Dr. Escobar teaches investment theory and principles twice a year to the retirement board of the Panama Canal retirees association and has served as an analyst reviewing fixed income valuations for the University of Puerto Rico Retirement Board. NPA Asset Management, LLC is an SEC-registered investment adviser offering managed-account programs through its Advisor’s Edge platform to 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 delegating trading to approved sub-advisors while maintaining supervisory oversight.

Matthew Funaro is a financial advisor at Gilder Gagnon Howe & Co. LLC with six years of experience. He holds a Series 66 designation. His prior work includes roles at Binghamton University and Staples. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Victoria Ross is a financial advisor at Gilder Gagnon Howe & Co. LLC with 22 years of industry experience. She has been with the firm since 2004 and holds the Series 63 designation. Based in New York, NY, Ross focuses on delivering portfolio management services through her firm. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research.

Amy Dieteman is a financial advisor at Summit Financial, LLC with 27 years of industry experience. She holds the Series 66 designation and has been with Summit Financial and its affiliated entities since 1998, including roles at Summit Financial Resources, Inc. and Summit Equities, Inc. 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 services, blending discretionary and consultative approaches tailored to client needs.

Matthew Kelly is a financial advisor at Beacon Trust with five years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley and MetLife Investments. Kelly has been with Beacon Trust since 2022. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm employs an open-architecture investment platform with a risk-first framework and offers integrated trust and banking referral capabilities through its affiliations.

Victoria Stout is a financial advisor at Simplicity Wealth with four years of industry experience. She holds a Series 65 designation and has worked at Simplicity Wealth and Roseland Retirement Planning since 2021. Outside of advisory work, she is also an owner and insurance agent involved in insurance sales and is active as a residential real estate agent with Keller Williams Suburban Realty. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, while combining advisory services with technology and operational solutions for other advisers.

Christopher Toro is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Joseph Gunnar & Co., LLC for 11 years before joining Alliance Global Partners in 2025. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm is known for its emphasis on international investing through its EPC Advisors Group and its active brokerage and product-distribution activities beyond standard advisory services.

Aster Getahun is a financial advisor at RMR Wealth Builders, Inc. with 12 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has worked at RMR Wealth Builders since 2020. Prior to joining RMR, he was associated with Calton & Associates, Inc. for nine years and has been a partner at Sidney Finkelstein, a public accounting firm, where he provides accounting and tax services. Additionally, he owns a small insurance business offering various insurance products. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm provides portfolio management, financial planning, retirement fiduciary services, sub-advisory services, and educational seminars, with client relationships led by Investment Advisor Representatives who implement discretionary and non-discretionary management through various programs and technology platforms.

Dimitri Grant is a financial advisor at OnePoint BFG Wealth Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary models and third-party managers, with most client assets managed on a discretionary basis.

Timothy Gordon is a financial advisor at BakerAvenue with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Crawford Investment Counsel, Prudential Annuities Distributors, and Invesco Advisers. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and concentrated stock management. The firm’s investment approach combines fundamental, quantitative, and technical analysis with tactical asset allocation across multiple named strategies.

Stephen Decatur III is a financial advisor at Moors & Cabot, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Brown Brothers Harriman. Moors & Cabot provides investment advisory services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary portfolio management, financial planning, and consulting services.

Marc Guido is a financial advisor at RMR Wealth Builders, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Calton & Associates, Inc. Outside of his advisory role, he works as a performance coach and personal trainer and coaches youth hockey. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, and digital-asset management.

Richard Rose is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NPA Asset Management and its affiliated broker-dealer, Nationwide Planning Associates, Inc., since 2010. Outside of his advisory role, he is also an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs to 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 delegating trading to approved sub-advisors while maintaining supervisory oversight.

Theodore Cambilis is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Circle Wealth Management, LLC since 2015. Circle Wealth Management is an independent, women-owned registered investment adviser specializing in customized wealth advisory, investment management, and family office services for high-net-worth individuals, multi-generational families, and related entities. The firm manages approximately $14.07 billion in assets across 73 client relationships and emphasizes coordinated estate, tax, insurance, and charitable planning alongside a broad range of investment strategies.

Rachael Decosta is a financial advisor at SAX Wealth Advisors, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Sandbox Financial Partners LLC, UBS Financial Services, and John Hancock Funds, LLC, among others. SAX Wealth Advisors provides investment management, financial planning, 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 with a long-term orientation, and offers customized fixed-income portfolios and third-party sub-advisory services.

Michael Conway is a ChFC® and Series 63 licensed financial advisor with Summit Financial, LLC, bringing 42 years of industry experience. He previously worked with Summit Equities, Inc. and Summit Financial Resources, Inc. for over three decades before joining Summit Financial in 2018. Outside of advising, Mr. Conway operates farmland and stables and serves as the chief coordinator for the Grace Project, a youth program for inner-city children that visits his farm. He is also a co-founder of an ESG investment platform, Seeds Investor, LLC, and of The Life & Wealth Network, a B2B subscription service offering curated resources for high-net-worth clients. 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 a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services, with access to alternative investments and variable annuities.

William Andrews is a Series 66-licensed advisor at RMR Wealth Builders, Inc. with five years of industry experience. Prior to joining RMR Wealth Builders in 2025, he worked at Hightower Advisors for four years and held positions at Farr Miller & Washington, LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion with 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

Spencer Marsh is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with Beacon Investment Advisory Services since 2011. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals—including high-net-worth clients—as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and offers an open-architecture investment platform with a risk-first framework, tax-aware management, and customization options, supported by its affiliation with a chartered trust company and bank holding company.