Myra Rosenblatt is a CFP® professional with 35 years of industry experience. She currently works at Capital Analysts and has held roles at Lincoln Investment for nine years and Legend Equities Corporation for 23 years. Rosenblatt operates her investment business under the DBA SOSAE Rose Financial Group LLC. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, providing portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm offers both discretionary and non-discretionary investment management through its in-house team and affiliated advisors.

Dean Kuhlkin is a CFA® charterholder with six years of industry experience. He has worked at Perigon Wealth Management, LLC since 2019, following prior roles at RLP Wealth Advisors and National Planning Corporation. Outside of his advisory work, he is a passive owner of a real estate investment entity, Venti Properties LLC. Perigon Wealth Management provides customized 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 regular monitoring, and it is noted for its servicing of banking institutions and oversight of wrap and sub-advisor programs.

Deepak Alur is a financial advisor at M Holdings Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Madison & Main Advisors LLC, Atlas Advisory Group LLC, and Scher Financial Group. Outside of his primary role, he is a partner at Madison & Main Advisors, LLC and is involved in insurance-related activities including fixed annuity offerings and client referrals for life insurance. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals, offering advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory. The firm combines direct portfolio management with third-party sub-advisors and uses platform providers to support trading and reporting.

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 with Simplicity Wealth, holding the ChFC® designation and Series 63 license, and has 15 years of industry experience. He has worked at various firms including Producer Partners Group, Retirement Wealth Advisors, and Regal Investment Advisors. Outside of his advisory roles, Lester is involved in a tax preparation business and a photography company where he advises on marketing and website strategies. Simplicity Wealth serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach with ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring, as well as technology and operational support services for other advisers.

John Feeney is a financial advisor at Capital Analysts with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment Planning, Axa Advisors, LLC, and Valic Financial Advisors. Outside of his advisory role, he serves as a Group Relationship Manager at Bergin Agency, where he focuses on building and maintaining relationships with employers sponsoring retirement plans. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network and a dedicated Investment Management & Research team.

Andrew Schoenfeld is a financial advisor with Kingswood Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Edge Wealth Management, Brean Capital, Sandler O'Neill & Partners, and Hunt Financial Securities. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform utilizing third-party managers and integrates insurance-linked account management alongside institutional consulting and wrap program sponsorship.

Erin Mc Cann is a financial advisor with Simplicity Wealth in Summit, NJ, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with Simplicity Wealth since 2019 and has been affiliated with The Leaders Group Inc since 2024. Outside of advisory work, Mc Cann serves as Managing Director of the McCann Family Foundation, a family charitable foundation. Simplicity Wealth serves individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering discretionary portfolio management along with technology and operational services for advisers through its managed account platform.

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.

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® with 26 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC since 2021. Prior to Kestra, he worked for 15 years at TIAA-CREF. He is managing partner of Evoke Wealth Management and president of HKR Wealth, a separate investment-related sole proprietorship. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutions, managing approximately $13.45 billion in client assets as of the end of 2025. The firm offers a broad range of investment products and specialized services, with operational attributes including a trust company affiliation and third-party adviser relationships.

John Pantowich is the sole advisor at TAG Associates LLC in New York, NY, with 14 years of industry experience. He has been with TAG Associates since 2002. TAG Associates provides multi-family office and portfolio management services primarily to high-net-worth individuals, family-related entities, trusts, estates, endowments, and certain retirement plans. The firm offers comprehensive wealth management, including portfolio management, tax planning, financial management, and estate/trust planning, and also advises pooled investment vehicles with both client and non-client investors.

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.

Mathias Schulz is a financial advisor at Realta Investment Advisors, Inc with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, Benchmark Investments, LLC, Coastal Equities, Inc., and CGM Group LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, utilizing diversified asset allocation strategies and third-party manager programs.