Cristina Pratt is a financial advisor at New Edge Wealth with one year of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Justin Waterman is a financial advisor at NewEdge Wealth with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Summit Trail Advisors, LLC and Fischer & Company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Adam Cornwall is a Series 65 licensed advisor at Circle Wealth Management, LLC with one year of industry experience. Prior to joining Circle Wealth Management, he held positions at Wells Fargo, Canadian Imperial Bank of Commerce, and Pond Lehocky, LLP. Adam’s background also includes four years at Carnegie Mellon University and prior teaching experience at the high school and middle school levels. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families. The firm emphasizes customized wealth advisory, investment management, and family office services, utilizing a detailed client discovery process and a broad range of investment tools to manage approximately $14 billion in assets.

James Perriello is a CFP® professional with two years of industry experience, currently serving as an advisor at Greenspring Advisors, LLC. Prior to joining Greenspring, he worked at Wealthstream Advisors, Inc. and Rockbridge Investment Management. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, combining fundamental, quantitative, and qualitative analysis with an asset-allocation focus. The firm also offers participant-focused retirement services, including in-person advice and educational resources.

Steven Sergio is a financial advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at RMR Wealth Builders since 2014 and was also associated with Calton & Associates, Inc. from 2014 to 2022. Outside of his advisory role, he is a member of Wealth Builders Ventures OC, LLC, an entity formed for investment in Orange Comet. 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, annuity services, and digital-asset management.

Timothy Davis is a financial advisor at Kovack Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2018, following prior roles at SCF Investment Advisors and National Securities Corp. Outside of his advisory role, he is president of Davis Global Inc., a web design and IT consulting business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and financial institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

John Petrides is a financial advisor at Tocqueville Asset Management LP with six years of industry experience. He has been with Tocqueville since 2019 and previously worked at Point View Wealth Management from 2015 to 2019. He holds Series 63 and Series 65 licenses. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base, including individual and high-net-worth investors, registered investment companies, insurance companies, and public pension plans. The firm employs multiple investment teams with a bottom-up, value-oriented, and contrarian approach across various asset classes and manages both separate accounts and pooled vehicles.

Joseph Sreshta is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding a ChFC® designation and Series 63 license. He has 42 years of industry experience, including roles at Northwestern Mutual Life and Northwestern Mutual Wealth Management Company, LPL Financial, Private Advisor Group, and currently with Purshe Kaplan Sterling Investments. He is also a notary public in the state of Texas. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, utilizing both discretionary and non-discretionary portfolio management approaches with a blend of proprietary models and third-party managers. The firm integrates technology and operational outsourcing into its service delivery and recently rebranded from Bleakley Financial Group in 2025.

Christopher Bukowczyk is a financial advisor with OnePoint BFG Wealth Partners, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Bleakley Financial Group, LPL Financial, Private Advisor Group, RoundAngle Advisors, and Purshe Kaplan Sterling Investments. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a variety of portfolio management approaches and third-party managers, supported by technology and operational outsourcing.

Patricia Hall is a CFP® professional with 22 years of industry experience. She has been with Beacon Investment Advisory Services, Inc. since 2015. 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 regulatory assets and offers an open-architecture investment platform that emphasizes a risk-first framework, tax-aware management, and customization across equity, fixed income, and separately managed accounts.

Mathew Shaggura is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Jefferies LLC, and Leucadia Asset Management LLC. Outside of his advisory role, he is involved in banquet and catering services on a part-time basis. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals and various entities, offering a customized, collaborative planning process that addresses a wide range of topics including tax, estate, and executive compensation planning.

William Lefkowitz is a financial advisor at NFSG Corporation with 40 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including National Securities Corp., B. Riley Wealth Management, and Aegis Capital Corp. NFSG Corporation provides investment advisory and financial planning services to a broad range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers diversified portfolio construction with equities, ETFs, mutual funds, and fixed income, supported by internal portfolio management and third-party asset managers employing various investment styles.

Christopher Martin is a CFA® charterholder with 11 years of industry experience. He is currently with Jefferies Investment Advisers LLC, having joined in 2023. His prior experience includes roles at JPMorgan Chase and Rochdale Investment Management. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process and uses third-party financial planning software to support scenario analysis and goal-based recommendations.

Michael Giannotto is a financial advisor with Summit Financial, LLC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at LS Securities, Lotus Advisory, MUFG, and Ladenburg Thalmann. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with over 200 advisors. The firm offers investment advisory and portfolio management services, including discretionary and consultative programs, financial planning, retirement plan advisory, and access to alternative investments.

Deborah Ryan is a financial advisor at Ingalls Investment Management, LLC with seven years of industry experience. She has been with Ingalls Investment Management since 2026 and previously worked at Ingalls & Snyder LLC beginning in 2017. Prior to her finance career, she worked at Hunter Steak House from 2015 to 2017. Ingalls Investment Management provides investment advisory services to a diverse client base including individuals, financial institutions, pension plans, and charitable organizations. The firm employs various asset-management styles and manages accounts using fundamental, technical, and cyclical analysis, offering strategies that range from long-term equity holdings to option writing and short-term trading.

Alyssa Cortelyou is a CFP® with nine years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. since 2019. She has also been associated with Calton & Associates, Inc. since 2016. RMR Wealth Builders, Inc. is a multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, and specialist advisory options including digital asset management and held-away retirement account advice.

Joseph Villa Jr. is a financial advisor with ValMark Advisers, Inc. in Livingston, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2004 and has a long tenure with National Life Insurance companies dating back to 1982. Outside of his advisory work, he is involved in an insurance agency, NJ Life & Casualty Associates, Inc. ValMark Advisers provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm utilizes goal-based model portfolios and diversified asset allocation, with oversight from an investment committee, and offers unique investment-company products such as the TOPS® ETF Portfolios and related index licensing arrangements.

Matthew Mc Hale is a Series 65 licensed advisor at RMR Wealth Builders, Inc. in Montclair, NJ, where he has worked since 2023. Prior to joining RMR, he was employed at Becton Dickinson in 2022 and attended Loyola University Maryland from 2019 to 2023. 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, annuity services, and digital-asset management.

Lester Kuan is a financial advisor at Jefferies Investment Advisers LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Citigroup. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process that includes balance sheet and cash flow reviews, tax and estate planning, executive compensation analysis, and philanthropic planning.

William Salotto is a financial advisor at Jefferies Investment Advisers LLC with four years of industry experience. He previously worked at Morgan Stanley and Brown Brothers Harriman. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers customized, collaborative planning that includes a variety of topics such as tax and estate planning, executive compensation, and philanthropic planning, utilizing third-party software and scenario analysis to support its process.