Brian Schimpf is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS in various capacities since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Corey Zeller is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. He has been associated with Cambridge Investment Research, Inc. and Preferred Pension Planning Corp since 2016. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals, utilizing multiple custody and platform arrangements along with a range of proprietary and third-party investment strategies.

Said Abouomar is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Buckman And Reid and Private Portfolio Partners, where he also provided investment advisory services through his independent firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Michael Christian is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and nine years of industry experience. He has been with Primerica Financial Services since 2017 and Primerica Advisors since 2018. Outside of advisory services, he is involved in referrals for home security and automation products through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Dane De Bartolo is the principal of Capital B Advisory Services LLC in Middletown, NJ, holding a Series 65 credential with no prior industry experience. He has been involved with Jersey Junkers LLC since 2014, an operating business outside of his advisory role. Capital B Advisory Services is an independent firm providing portfolio management and financial planning primarily to individuals and high-net-worth clients. The firm offers asset-based advisory arrangements, fixed-fee setup services, and hourly planning, focusing on customized advice through asset allocation, risk profiling, and long-term strategies.

Daniel Kelly is a managing partner at Navesink Advisors LLC with 35 years of industry experience. He has been with Navesink Advisors since 2002 and also works at ViewTrade Securities, Inc. since 2017. Outside of advisory work, he is involved in operations for Realty Data Systems, LLC, a non-investment-related business where he reviews property inspections. Navesink Advisors LLC provides investment advisory and portfolio management services primarily to individual clients, focusing on a non-discretionary approach where clients retain final trading authority. The firm maintains a small client base and has affiliations with a law firm and other investment advisers, creating a distinctive operating profile among supported firms.

Michael Panter Jr. is a financial advisor with Navesink Advisors LLC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Navesink Advisors since 2005 and also has a longstanding role at Capital Analysts Inc. Navesink Advisors LLC provides investment advisory and portfolio management services primarily to individual clients, managing most assets on a non-discretionary basis. The firm has a small client base and is noted for its legal industry connections and affiliations with other advisers, which contribute to a distinctive operating profile.