Mamode Oozeerally is a financial advisor at Hennion & Walsh Asset Management, Inc. with 26 years of industry experience. He has been with the firm since 2000. Oozeerally holds Series 63 and Series 65 licenses. Hennion & Walsh Asset Management 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 through various program structures that incorporate fundamental and technical analysis across a range of asset classes.

Bruce Resnik is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with Summit Financial, LLC since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 2008 to 2018. Resnik is also a notary public, providing notarization services for family and personal documents. 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 offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client approval and advisor-led monitoring.

James Wright is a financial advisor at Aegis Capital Corp. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services, Inc. from 2015 to 2021. Outside of his advisory role, he is an investor in a technology services company, Bbot Inc. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and emphasizes individual, corporate, and retirement plan business.

Jeffrey Morrison is a financial advisor at Lifemark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been president of Classic Benefit Planners, Ltd. since 2005. Morrison is also an attorney with over 50 years in legal practice, performing occasional legal work alongside his advisory role. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers a range of investment programs including Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager services, with client suitability assessments and tailored risk management.

Jeffrey Faller is a CFP® professional with 37 years of experience in the financial industry, currently serving at Capital Analysts. He has worked with Lincoln Investment Planning Inc. since 2008. Outside of his advisory role, he is a 50% owner of The Faller Company LLC, which is involved in the sale and service of life and health insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and businesses, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team using proprietary tools.

John Longo is a CFA® charterholder with 22 years of experience in the financial industry. He is currently with Beacon Trust and is also the founder and principal of Cyborg Capital Management, where he manages a limited partnership and provides investment consulting. Additionally, he has been affiliated with Rutgers University since 1993. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities, offering financial planning, tax preparation, and discretionary portfolio management. The firm utilizes an open-architecture investment platform with a risk-first framework and integrates tax-aware management and loss harvesting strategies.

Jimmy Khaski is a financial advisor at Maxim Financial Advisors LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Maxim Group LLC in 2024, he worked at PHX Financial Inc from 2021 to 2024. Khaski is also associated with Baruch College since 2016. Maxim Financial Advisors LLC provides discretionary and non-discretionary investment supervisory services and referrals to third-party managers for a wide range of clients, including individuals, trusts, estates, corporations, and various institutional entities. The firm’s representatives customize investment strategies using mutual funds, ETFs, individual equities, fixed income, options, and active reallocation, combining their styles with third-party research and model providers.

Stephen Mensah Jr is a financial advisor at Hennion & Walsh Asset Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2012. Hennion & Walsh Asset Management, Inc. provides discretionary and non-discretionary investment management and consulting to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $768.8 million for about 1,087 clients through a team of 73 advisors, offering multiple program structures and employing a combination of fundamental and technical analysis across various asset classes.

Joseph Zock is a financial advisor at Tocqueville Asset Management LP with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Tocqueville Securities L.P. since 2006, where he serves as a portfolio manager. Tocqueville Asset Management provides discretionary and non-discretionary portfolio management and supervisory services to a diverse client base including individuals, high-net-worth investors, registered investment companies, and public pension plans. The firm employs a multi-team investment approach focused on bottom-up, value-oriented, and contrarian strategies across various asset classes and is notable for its extensive involvement with investment companies, private pooled vehicles, and affiliated broker-dealer operations.

Marc Milic is a CFP® professional at Douglas C. Lane & Associates with four years of industry experience. He has been with the firm since 2002. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services for high-net-worth individuals, families, institutions, and pension plans. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, supported by proprietary fundamental research and a flexible long-term investment approach.

Damon Varady is a financial advisor with SEIA who holds the Series 63 and Series 66 designations and has 25 years of industry experience. His prior work includes roles at firms such as Royal Alliance Associates and Invest Financial Corp. He also serves as co-trustee of a family irrevocable trust. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment process combining strategic and tactical allocation across discretionary and non-discretionary portfolio management programs.

Wendell Cayton is a financial advisor at Snowden Capital Advisors LLC with 39 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include positions at Snowden Lane Partner, Triad Advisors, Inc., and Signator Investors, Inc. Outside of his advisory work, he serves as a part-time ski instructor at Sun Valley Ski School and is chair of a scholarship committee within the Hailey Rotary Club. Snowden Capital Advisors LLC serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers comprehensive portfolio management, investment consulting, and financial planning services, combining multi-team scale with institutional capabilities and frequent use of third-party managers.

Thomas Haggerty is an investment advisor representative with Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investment, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Guardian Life, LPL Financial, and Private Advisor Group. Outside of his advisory duties, he serves as a board member for a residential apartment complex in Woodside, NY. Perigon Wealth Management provides 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 acts as both sponsor and overseer of wrap-fee programs and sub-advisor relationships.

Nicholas Villano is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Summit Financial, LLC since 2018 and has prior experience with Purshe Kaplan Sterling Investments, Summit Equities Inc, and Summit Financial Resources, Inc. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Brian Solomon is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Laidlaw Wealth Management, and Laidlaw & Company (UK) Ltd. before joining Snowden Lane Partners. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and utilizes a range of investment tools and third-party managers while maintaining client oversight.

Steven Feliciano is a financial advisor at Hennion & Walsh Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hennion & Walsh since 2016. Outside of his advisory role, he works part-time as an administrative assistant at Paul Miller Audi. 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 employs a combination of fundamental and technical analysis across multiple asset classes and offers various program structures, managing assets for over 1,000 clients through a team of 73 advisors.

Neil Meissner is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His career includes roles at Morgan Stanley & Co., Incorporated and Morgan Stanley Smith Barney, spanning nearly two decades before joining B. Riley Wealth Management and subsequently B. Riley Wealth Advisors. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, providing a wide range of services such as advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs multiple program structures and offers both discretionary and non-discretionary account management, utilizing proprietary asset allocation models and third-party sub-advisers.

Todd Mcdonald is a CFA® charterholder currently with United Capital Financial Advisors, where he has worked since 2025. He has prior experience at Apexium Financial LP and WealthSpire Advisors, totaling over 12 years in the financial industry. United Capital Financial Advisors provides financial planning and investment management services to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary asset-allocation models and offers portfolio customization options, supported by proprietary technology and a range of affiliated services.

Max Schaul is a CFA® charterholder at Pinnacle Associates, Ltd. with 13 years of industry experience. He has been with Pinnacle Associates since 2011. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to a broad client base including individuals, families, trusts, endowments, foundations, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and serves as a portfolio manager for wrap programs and UMA platforms.

Gregory Jandoli is a CFP® credentialed financial advisor with 38 years of industry experience, currently with Summit Financial, LLC. His career includes long-term roles at Summit Risk Management and affiliated Summit firms, as well as experience at Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved in gym management as the managing member of Campus Fitness Solutions, LLC. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs along with financial and retirement planning services, combining discretionary and consultative approaches tailored to client needs.