Mark Ukrainskyj

Covenant Asset Management LLC (Covenant) is an independent registered investment advisor and wealth management firm headquartered in Chester, New Jersey. The firm was founded by John Guarino and Tim Rowe in 1999. Covenant offers a full array of wealth management services to affluent individuals, businesses and nonprofit organizations.

Founded in 1980 by Steven Kaye, American Economic Planning Group, Inc. is a registered investment advisor firm located in Warren, New Jersey. The firm provides personalized comprehensive wealth management to individuals, families and business owners. Their services include, but are not limited to financial planning, investment management, estate planning, 401(k)/retirement plan solutions, insurance planning and group employee benefits. American Economic Planning Group also does business as AEPG Wealth Strategies.

Capital Builders, Inc. provides asset management and consulting for commercial real estate investors. It develops commercial real estates and provides property and asset management services for private, corporate, and institutional investors. The firm's portfolio includes business parks, office buildings, and industrial properties. The company was founded in 1978 and is headquartered in Granite Bay, CA.

A subsidiary of MONY Group, Inc., MONY Capital Management, Inc. (MCM) is a debt, private equity and venture capital investment advisor located in New York City. The firm's ultimate parent is AXA SA (NYSE: AXA).

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.