Walter Kukowski is a financial advisor at Santander Securities LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2014. Outside of his advisory role, he manages a rental property in Hoboken, New Jersey. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Peter Colicchia is a financial advisor at Brookwood Investment Group with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, LLC. In addition to his advisory role, he is involved with Protected Goals, LLC, where he is a licensed insurance producer specializing in life, health, and fixed annuity sales. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and offers both discretionary and non-discretionary management, distinguished by its network of partner offices and affiliated professional services.

Kathelene Burns is a financial advisor at Silvercrest Asset Management Group LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Silvercrest since 2015. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm employs bottom-up, value-oriented equity strategies and active fixed-income management, integrating proprietary valuation tools and quantitative risk analytics in its approach.

Steve Nguyen is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Commonwealth Financial Network, WSFS Wealth Investments, Citizens Securities, Santander Securities, Sovereign Bank, and Banc of America Investment Services. Outside of advisory work, he spends part of his time involved in fixed insurance sales. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, retirement-plan fiduciary services, and participant account management to individuals, trusts, foundations, corporations, and institutional clients. The firm implements customized investment strategies through a combination of proprietary multi-asset solutions, active and passive managers, and selective use of alternative investment platforms.

Hari Sharma is a financial advisor with Santander Securities LLC, holding a Series 66 license and bringing 23 years of industry experience. He has worked with Santander Securities and Santander Bank since 2016, and previously was with CCO Investment Services Corp from 2014 to 2016. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.

Charles Toth is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. His prior experience includes roles at Morgan Stanley and Pride. John Hancock Personal Financial Services serves individual clients, trusts, estates, non-profits, and business entities through financial planning and consultative services, using technology-assisted models and third-party software to provide generally framed recommendations across asset allocation, retirement, and estate planning.

James Foley is a financial advisor at Kinetic Investment Management, Inc. in Princeton, NJ, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including AE Wealth Management and Questar Asset Management. Foley is also a licensed insurance agent focusing on annuities and life insurance. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using diverse analytical methods and offers access to a range of asset types, including non-traded real estate investments.

Frank Corrado is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Robertson Stephens Wealth Management since 2019. Prior to this, he worked at Blue Blaze Financial Advisors, LLC from 2014 to 2019. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of the end of 2024.

Jared Reilly is a CFP® with 18 years of industry experience, currently working at CW Advisors, LLC since 2024. Prior to joining CW Advisors, he spent over 16 years at Mercadien Securities and Mercadien Asset Management. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutions, and employs a Core-and-Satellite investment approach combining active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Ansh Gandhi is a financial advisor with Bryn Mawr Trust Advisors, LLC, holding Series 65 and Series 63 licenses. He has experience working at PGIM, KPMG, and Keller Williams, and has held roles at Rutgers University and other organizations. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and wholly owned subsidiary of WSFS Financial Corporation, serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients with discretionary investment management, financial planning, and retirement-plan fiduciary services. The firm uses a proprietary multi-asset investment approach that combines strategic and tactical asset allocation, multiple fund types, separately managed accounts, and independent managers.

Robert Eng is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Belpointe Asset Management LLC since 2019. He previously worked at Glen Eagle Advisors LLC and J.O.Y. WEALTH PARTNERS. Outside of his advisory role, he is the founder of Joywise, a meditation teaching and coaching business in Princeton, NJ. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing a range of strategies from passive to tactical, with customized portfolio solutions supported by affiliated funds and service entities.

Howard Azer is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Palmerston Group Advisors and his own practice, Howard Azer and Associates. Azer is also a CPA and serves as treasurer on the board of The Whole Earth Center of Princeton, a nonprofit natural food grocery. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting with customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Wally Jandoli is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and bringing 49 years of industry experience. His career includes long tenures at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1982 to 2018, and he has been with Summit Financial, LLC since 2018. In addition to advisory services, he is involved in insurance brokerage, selling various insurance products through multiple companies. 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, financial planning, and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.

Paul Etra is a financial advisor with IHT Wealth Management LLC, holding a Series 63 credential and bringing 24 years of industry experience. He has worked at IHT Wealth Management since 2020 and previously held positions at Private Advisor Group, LLC, LPL Financial, LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm combines fundamental value screening and quantitative optimization in its investment approach and delivers advice through a network of investment adviser representatives using proprietary models and third-party managers.

Emily Kamen is a CFP® and Series 66-licensed financial advisor with ten years of industry experience. She is currently with CW Advisors, LLC, where she has worked since 2022, following roles at Mercadien Securities, LLC, Mercadien Asset Management, LLC, and RBC Capital Markets, LLC. Outside of finance, she teaches a weekly yoga class at a fitness studio in Philadelphia. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and corporate plans, offering wealth management, financial planning, retirement plan advisory, and family-office services through a Core-and-Satellite investment framework.

Steven Bernknopf is a CFP® with 37 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC. His prior roles include positions at LPL Financial, LLC, Saxony Securities, Inc, and Herman Bernknopf & Company. He is also a principal at Prager Metis CPAs LLC, where he focuses on tax preparation and accounting. Additionally, Mr. Bernknopf serves as board member and treasurer for the charitable organization Child Wellness Institute, Inc. 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 emphasizes individualized portfolio construction with regular monitoring and serves as sponsor and overseer of wrap and sub-advisor arrangements.

Justin Eccleston is a financial advisor with Merit Financial Advisors in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Stone Creek Capital Management and Biltmore Capital Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal investment team and investment committee, offering customizable model portfolios and various account options.

Viswanathan Venugopala is a CFA® charterholder with 12 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2024 and previously spent 11 years at CITIGROUP. Venugopala holds a Series 63 license and is based in Princeton, NJ. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio solutions with a range of active, passive, tactical, and ESG-aware strategies, alongside financial planning, retirement consulting, and educational workshops.

Andre Murillo is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with Santander Securities, Santander Bank, and JPMorgan Securities throughout his career. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm supports over 10,800 client relationships with approximately $3.14 billion in regulatory assets under management.

Danielle Arlotta is a CFP® and holds a Series 66 designation with six years of industry experience. She currently works at Core Planning, where she has been since 2026, and previously worked at Brooklyn Plans, LLC for four years. Prior to her financial advisory roles, she was employed at William Paterson University. Core Planning is a fee-only firm serving individual and high-net-worth clients with financial planning, wealth management, and retirement-plan advisory services. The firm uses a range of service models and incorporates third-party model portfolios and automated rebalancing tools in its investment approach.