Dinamarie Isola is a financial advisor with Ritholtz Wealth Management in New York, NY, holding a Series 65 designation and bringing 5 years of industry experience. She has been with Ritholtz Wealth Management since 2015 and is also the owner and president of RealSmartica, Inc., a company focused on financial education covering budgeting, wealth building strategies, and college selection and funding. In addition to her advisory work, she provides freelance writing and publishes educational and investment-related research articles for non-investment management clients. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Gary Borowiec is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with M HOLDINGS SECURITIES, Inc. and has previously worked at Madison Legacy Partners, Madison & Main Advisors, and Atlas Advisory Group. Borowiec serves as Secretary for the Estate Planning Council of Northern New Jersey. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other entities through a network of independent firms and professionals. The firm offers investment management, retirement plan consulting, financial planning, and insurance advisory services, utilizing discretionary and non-discretionary programs supported by platform providers and sub-advisors.

Peter Bruno is a financial advisor with Flagstar Securities, Inc. in New York, NY, holding a Series 66 designation and five years of industry experience. His previous roles include positions at Signature Securities, Charles Schwab & Co., Inc., TD Ameritrade, and Equitable, LLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages roughly $784 million in discretionary assets and employs a strategy of diversified allocations across mutual funds, ETFs, alternative investments, and third-party managers.

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 at World Equity Group, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with World Equity Group since 2016. Outside of his advisory role, he serves as board secretary for the Morristown Partnership, is a board member and director of men’s tennis at the Morristown Field Club, and sits on the board of Cornerstone Family Programs, which supports families in need. World Equity Group provides fee-based investment advisory and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm offers managed portfolios through discretionary third-party money managers and uses a risk-tolerance questionnaire to guide asset allocation.

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 previously at Charles Schwab, Portsmouth Financial Services, and Retireone Investment Services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers through its managed account platform.

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.

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.

Douglas Geraghty is a CFP® with 13 years of industry experience, currently serving at Flagstar Securities, Inc. He has held roles at several firms including LPL Financial, Vanderbilt Securities, and ARK Global. He is based in New York, NY. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm manages assets on a discretionary basis, utilizing a range of investment vehicles and third-party managers, and reported approximately $784 million in discretionary assets under management as of the end of 2025.

Peter Rodick is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2021. Rodick also assists clients and supports marketing and paperwork processing through Bergin Agency LLC. Capital Analysts serves retail and institutional clients such as high-net-worth investors, trusts, foundations, and businesses. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisor representatives and firm-managed programs.

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.

Stephen Dean III is a CFA® charterholder with five years of industry experience. He is currently affiliated with Compound Planning, Inc. and previously worked at Alternativ Wealth, Claraphi Advisory Network LLC, and AXA Rosenberg Investment Management. Outside of his advisory work, he provides informal product strategy advice to two pre-revenue, non-investment-related startups. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services, employing risk-based model allocations combined with both long-term and tactical investment strategies.

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.