Brittany Halpern is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and eight years of industry experience. She has been with Summit Financial in various capacities since 2013 and concurrently associated with Purshe Kaplan Sterling Investments since 2018. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Roman Leniw is a financial advisor at Nations Financial Group, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Realta Investment Advisors, Inc., Realta Equities Inc., and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a partner and owner of Key Client Financial Advisors, where he offers investment and advisory services. Nations Financial Group, Inc. provides investment advisory services to a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach combines proprietary model portfolios with outside manager options, allowing advisor representatives to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Brian Toole is a CFP® and ChFC® with eight years of experience in financial advisory roles. He currently works at OnePoint BFG Wealth Partners and previously held positions at Northwestern Mutual Wealth Management Company and other firms. OnePoint BFG Wealth Partners 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 utilizes a mix of proprietary models, third-party managers, and custodian-sponsored programs to manage client portfolios, with most assets managed on a discretionary basis.

Christo Terzidis is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at PFS Investment, Primerica Financial Services, and Ameriprise Financial Services. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for over 1,000 clients using a combination of fundamental and technical analysis across a range of investment strategies and asset classes.

Jay Ahlbeck is a financial advisor at Mariner Independent with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Mariner Independent and Kinney Munro Wealth Advisors in 2024, he worked at Planning Capital Management Corp. for 19 years. Outside of his advisory work, he oversees a hobby farm that produces hay, wood, and maple syrup. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services supported by institutional resources and affiliated investment relationships.

Juan Matallana is a financial advisor at Arete Wealth Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at B. Riley Wealth Advisors, Inc. and National Securities Corporation. Outside of his advisory role, he serves as a board member and COO of SEFT FC Corporation, a 501(c)(3) nonprofit semi-professional soccer team. 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 primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels to support its advisory services.

Yiorgos Georgeson is a CFP®, CFA®, and Series 65 credentialed advisor at AlphaCore Capital LLC with eight years of industry experience. He previously worked at Brave Asset Management, Inc. for nine years and has experience at Hall Capital Partners LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income, and offers services including tax preparation, trustee duties, and ERISA retirement plan advisory.

Thomas Hagerstrom is a financial advisor at Robertson Stephens Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Haymarket Wealth Management LLC for 11 years. He serves on the board and as head of the investment committee for the Madison Area YMCA Association, where he helps create the investment policy statement. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight, managing over $7 billion in client assets as of December 31, 2024.

Julianna Roberto is a CFA® charterholder and holds a Series 63 license with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Northwestern Mutual Investment Management. OnePoint BFG Wealth Partners 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 combination of proprietary investment models, third-party managers, and custodian programs, with the majority of assets managed on a discretionary basis.

Michael Lee is a financial advisor with Compass Financial Management LLC in New York, NY, holding Series 65 and Series 66 registrations and 22 years of industry experience. He has worked at multiple firms, including Altium Wealth Management, Commonwealth Financial Network, and Tiger Wealth Management. Outside of advisory roles, Lee is a media commentator and speaker on economics, markets, and politics for outlets such as Fox Business and RFD-TV, and serves as CFO for Audiebant US, a technology reseller. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a combination of fundamental, technical, and cyclical analysis, using both third-party managers and internally managed model portfolios.

William Lapiana is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Newbridge Securities for 15 years before joining Ausdal in 2024. Outside of his advisory role, he leads Lapiana Consulting Group and is involved in explaining deferred sales trust strategies to clients. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial planning services, with investment strategies tailored to clients’ objectives and risk profiles.

James Barrett is a Series 63-licensed advisor with 43 years of industry experience. He is currently with RMR Wealth Builders, Inc., where he has worked for a combined total of over 40 years, and also spent time at Calton & Associates, Inc. Barrett's long tenure reflects extensive involvement in wealth advisory services. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with accounts managed through model-based allocations and a range of advisory program options.

Cal Smith is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Trust Portfolios L.P. and Advisors Asset Management, Inc. prior to joining Hennion & Walsh in 2018. 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 uses a range of strategies across multiple asset classes and offers both discretionary and non-discretionary management through various programs, including wrap-fee and personalized UMA programs.

Richard Beam Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Woodbury Financial Services and H. Beck, Inc. In addition to his advisory role, he is president of a CPA firm specializing in tax preparation and accounting services and serves as managing member of a third-party administration LLC for defined contribution and defined benefit plans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory programs. The firm combines individualized planning with discretionary and non-discretionary account management and provides access to various managed account solutions through its dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Gary Borowiec is a financial advisor with M Holdings Securities, Inc. based in Morristown, NJ, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including roles at Madison Legacy Partners, Madison & Main Advisors, and Atlas Advisory Group. Borowiec serves as Secretary of the Estate Planning Council of Northern New Jersey. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and organizations through a nationwide network of independent firms and professionals. The firm offers advisory and brokerage services with a range of investment management options, financial planning, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.

James Engle is a financial advisor at John W. Bristol & Co., Inc. with six years of industry experience. He holds the CFA® and CIC designations, along with Series 63 and Series 65 licenses. James has been with John W. Bristol & Co., Inc. since 2000. John W. Bristol & Co., Inc. is an employee-owned investment adviser founded in 1937 that serves endowments, foundations, charitable organizations, pension and profit-sharing plans, corporate clients, and select high-net-worth individuals. The firm employs a research-intensive, fundamental, long-term investment approach focused on companies with durable competitive advantages, integrating equity and fixed-income analysis to manage volatility and pursue multi-year real return objectives.

John Walsh Jr. is a financial advisor with World Equity Group, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with World Equity Group since 2016. Outside of his advisory role, Walsh serves as board secretary for the Morristown Partnership and is a board member and director of men's tennis at the Morristown Field Club. He also serves on the board of Cornerstone Family Programs, which provides support and schooling to families in need. World Equity Group offers investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profits, and financial institutions. The firm employs a combination of model-based and customized portfolio management approaches, including proprietary and third-party strategies, and provides services on both discretionary and non-discretionary bases.

Peter Floersch is a financial advisor at Cetera Planning Partners with 25 years of industry experience. He holds the Series 66 designation and has worked with firms including Avantax Advisory Services and 1st Global Advisors. In addition to his advisory role, Floersch is a partner at PKF O'Connor Davies LLP, a public accounting firm where he performs attest services. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process tailored to client goals, with portfolio management focusing on diversified mutual fund and ETF allocations aligned with risk tolerance, alongside supplementary services such as tax planning and estate-planning support.

Edmond Sukalic is a financial advisor with Perigon Wealth Management, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investment, Dinami Partners, Inc., and LPL Financial, among others. Outside of advisory services, he serves as a tax supervisor at Dinami Partners, providing tax preparation and accounting services. Perigon Wealth Management offers 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 focuses on individualized portfolio construction and oversight of wrap-fee programs and independent managers, distinguishing itself by explicitly servicing banking and thrift institutions.

Edward Mercier is a financial advisor at Simplicity Wealth with 38 years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Retireone Investment Services and Portsmouth Financial Services. Simplicity Wealth serves a diverse range of clients including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational support for other advisers through its managed account platform.