Daniel Nardolillo is a CFP® professional with 10 years of industry experience, currently serving at Summit Financial, LLC. He has previously worked at Aurora Private Wealth, Inc. and LPL Financial. Outside of his advisory role, he is involved in financial planning operations and consulting through WealthPlan Advantage, where he provides financial planning services and design implementation. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Ryan Goudie is a CFP® with seven years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. He has worked at RMR Wealth Builders in multiple periods since 2019 and previously at Calton & Associates, Inc., MML Investors Services, MassMutual NJ-NYC, and NYLife Securities LLC. He is also an insurance agent with MassMutual, primarily involved in insurance renewals. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, retirement services, sub-advisory roles, and educational seminars, with investment strategies that include traditional and specialist options such as annuity management and digital asset programs.

Emil Rufolo is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 63 designation and has 24 years of industry experience. Prior to his current role, he worked with 1ST Global Advisors, Inc. and maintains a CPA practice, Emil S. Rufolo CPA PLLC. He serves as an executive board member for the Patriot Path Council of the Boy Scouts of America. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered Advisor Representatives, managing roughly $7.57 billion in assets as of December 31, 2025.

Frank Vanore is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and over 43 years of industry experience. He has been with Summit Financial since 2018 and previously worked at affiliate firms including Summit Financial Resources, Inc. and Summit Equities, Inc. Mr. Vanore also offers insurance products as a broker through various companies, including an affiliated firm. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management services, combining discretionary management with consultative programs that emphasize advisor-led monitoring and client trade approvals.

Marc Oceanak is a CFP® with eight years of industry experience, currently serving as a financial advisor at Beacon Trust in Morristown, NJ. His prior experience includes roles at MassMutual, Ameriprise Financial Services, and Scafa Financial Services, LLC. Oceanak is also involved with MRK Financial Solutions, where he provides investment services to clients. Beacon Trust offers financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and select business entities. The firm employs an open-architecture investment platform with a risk-first approach, integrating in-house strategies, independent managers, and tax-aware management, supported by its affiliation with a chartered trust company and ownership ties to a bank holding company.

Rahul Sarin is a financial advisor at Savvy with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Avendus Capital Inc. and SP Asset Management LLC. Outside of his advisor roles, he is involved with multiple related entities such as Risa Advisory, LLC and Stonehaven, LLC. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations, employing a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing. The firm integrates third-party fintech tools and sub-adviser strategies and offers specialized services including in-house tax preparation and estate-planning support.

Joseph Rowek is a financial advisor at Summit Financial, LLC with 30 years of industry experience. He holds the Series 63 designation and has previously worked with Purshe Kaplan Sterling Investments, Summit Risk Management, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. Outside of his advisory role, Mr. Rowek maintains a limited law practice serving family and friends and serves on the advisory board of Conway Wealth Group. Summit Financial, LLC is an SEC-registered, multi-team firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of services including investment advisory, portfolio management, financial planning, and retirement plan advisory, combining discretionary and consultative approaches tailored to client needs.

Carli Piccolella is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at firms including Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The AYCO Company, L.P./Mercer Allied. Outside of finance, she was involved with the Bloomfield Recreation Department for over a decade. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, implementing investment strategies through both in-house models and independent advisors.

Brian Rieman is a financial advisor at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, with 24 years of industry experience. He has been with Hennion & Walsh since 2001 and holds Series 63 and Series 65 licenses. 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 using both discretionary and non-discretionary management, employing fundamental and technical analysis across various asset classes.

Alexandra Stimpson is a financial advisor at Sapient Capital LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley & Co LLC, Corient Capital Partners, LLC, and Jump Investors. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and serves as an adviser and sponsor to private funds, as well as a sub-advisor to registered ETFs.

John Shall is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services, 1st Global Advisors, and other firms. Outside of his advisory work, he serves on the executive committee of the North Shore Long Island Jewish Health Care System Board of Trustees and is the chairman of the board of trustees at SI University Hospital. 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 emphasizes a structured planning process, diversified portfolio management, and offers additional services such as tax planning and estate-planning support.

Stephen Dean III is a CFA® charterholder with five years of experience in the financial industry. He is currently with Compound Planning, Inc. in New York, NY, and previously worked at Alternativ Wealth, Claraphi Advisory Network LLC, and AXA Rosenberg Investment Management. Outside of his advisory role, he provides informal product strategy advice to two pre-revenue startups in the technology sector. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional advisory, and a Turnkey Asset Management Program. The firm employs a customized, risk-based investment process using fundamental, technical, and modern portfolio theory, incorporating low-cost ETFs, direct indexing, and alternative strategies supported by third-party sub-advisors and technology partnerships.

Joseph Rodriguez is a financial advisor with Hennion & Walsh Asset Management, Inc. in Parsippany, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience, all with his current firm since 1998. Hennion & Walsh provides discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis across various asset classes and offers multiple program structures, serving over 1,000 clients with a team of 73 advisors.

Christopher Perrine is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Beacon Trust in Morristown, NJ. He has been with Beacon Investment Advisory Services, Inc. since 2015 and also maintains a role at Acertus Capital Management, LLC. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm employs a risk-first investment approach across a diversified range of strategies and offers integrated trust and banking services through its affiliations.

Paul Criscitiello is a financial advisor at Savvy in New York, NY, holding a Series 65 designation. He has worked in the financial industry since 2019, with prior roles at Trillium Trading and Brown Brothers Harriman. Savvy provides customized discretionary and non-discretionary investment and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm 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 proprietary technology and third-party platforms.

Matthew Schaeffer is a financial advisor at Zacks Investment Management, Inc. with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at both LBMZ Securities, Inc. and Zacks Investment Management since 2006. Outside of finance, Schaeffer owns and manages Schaeffer Studios, a photography business. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, including portfolio management for mutual funds and ETFs. The firm employs a combination of proprietary quantitative models and qualitative portfolio management across various strategies and offers services through wrap-fee and unified managed account programs.

Prashant Mody is a financial advisor at A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Aegis Capital Corp. for ten years before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product-distribution activities beyond standard advisory services.

Thomas Haire Jr. is a financial advisor at AlphaCore Capital LLC with 19 years of industry experience. He previously worked for 34 years at Brave Asset Management, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and provides services including tax preparation, trustee services, and retirement plan advisory.

Jason Duffy is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He is also the CEO of Fieldstone Insurance Group, LLC, and is involved in several other business activities including agro-tourism and internet marketing of term life insurance. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Michael Holt is a CFP® with 22 years of industry experience, currently serving as an advisor at Beacon Trust since 2015. He is based in Morristown, NJ. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and uses an open-architecture investment platform with a risk-first framework, incorporating tax-aware management and customized portfolio options.