Ernest Cruikshank III is a financial advisor at Silvercrest Asset Management Group LLC in Princeton, NJ, holding Series 63 and Series 65 designations with 23 years of industry experience. He has been with Silvercrest since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management along with family office services. The firm manages approximately $36.5 billion in assets under advisement and employs a combination of proprietary equity and fixed-income strategies alongside outsourced CIO, due diligence, and quantitative risk analytics for institutional clients.

David Vezina is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at TFS Securities Inc and TFS Insurance Agency. In addition to his advisory work, he serves as an annuity manager at 1st Jersey Insurance Agency, where he continues to service Medicare clients. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework, and provides a variety of retirement-plan services alongside asset management and financial planning.

Tyrone Robinson is a CFP® professional with 19 years of industry experience. He is currently an advisor at Kingsview Wealth Management, LLC and previously spent 18 years with Edward Jones. Outside of his advisory role, Robinson serves as Treasurer and board member of the Mercer County College Foundation, where he participates in finance and investment committees. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through internal and third-party strategies, including model portfolios and registered investment products.

Shrikant Nadkarni is a financial advisor at Fortis Capital Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and previously worked at Next Horizon Advisors LLC, Avantax Advisory Services, and has served as an Emeritus Partner at Withum Smith & Brown, an accounting firm where he provides business advisory, accounting, and tax services. Nadkarni is also an investment committee member of Marathi Vishwa, Inc., a not-for-profit cultural organization. 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 portfolio management and financial planning, utilizing a mix of passive, active, tactical, and ESG-aware strategies, with access to third-party sub-advisors and specialist approaches.

Kenneth Kamen is a financial advisor at CW Advisors, LLC with 44 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining CW Advisors in 2024, he worked at Mercadien Asset Management, LLC and Mercadien Securities, LLC for over 20 years. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a wide range of clients including individuals, families, trusts, charitable organizations, and institutions. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Robert Desalvo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Santander-affiliated firms since 2010, including over a decade at Santander Securities LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily serving individuals, ERISA and IRA accounts, and institutional entities.

Stephen Kaufman is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Vanderbilt Advisory Services since 2016 and previously worked at UBS Financial Services. Kaufman is the founder and president of Quality Financial Concepts, where he provides tax preparation services in addition to investment advisory functions. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis for portfolio management and is noted for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Brian Nolan is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He has held positions at Summit Financial, Summit Equities, and Purshe Kaplan Sterling Investments. Nolan is licensed with Series 63 and Series 65 credentials. Summit Financial, LLC is a multi-team SEC-registered 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 through both discretionary and consultative platforms.

Thomas Morelli is a financial advisor at Santander Securities LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Santander Securities and Santander Bank since 2014. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning through a managed-account platform that uses third-party investment managers and centralized implementation and compliance oversight.

Frank Zukowski is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at firms such as ARK Global LLC and Guinness Atkinson Asset Management. Outside of advisory work, he serves as an Investment Product Manager for Vanderbilt Securities, LLC, coordinating investment product offerings on the firm’s platform. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation process incorporating fundamental and technical analysis and offers a range of portfolio management and financial planning services through independent Advisor Representatives.

Francis Milo is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Latitude Advisors and GWN Securities since 2010 and also operates the Frank G. Milo Insurance Agency, where he offers a range of individual and group insurance products. Latitude Advisors serves both individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of internally managed valuation and momentum models along with third-party strategies to manage client portfolios, typically on a discretionary basis.

Eric Leibowitz is a financial advisor at ThePARTNERS Wealth Management with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Belpointe Asset Management, Cambridge Investment Research Advisors, and Ambre Financial. Outside of his advisory work, he operates as an independent insurance agent with Belpointe Insurance, LLC. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes a blend of customized portfolios, model-based management, and access to third-party investment managers, supported by proprietary and third-party tools.

Mohammad Abdul Fattah is a financial advisor with Santander Securities LLC, holding Series 65 and Series 63 credentials and seven years of industry experience. He has worked at Santander Securities and Santander Bank since 2016. Outside of his advisory role, he is involved with Naturz Natural Inc. as a receiver and inventory stocker. Santander Securities LLC serves a broad retail client base with over $3 billion in regulatory assets under management, providing investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm offers a range of strategies implemented by third-party managers and operates as both a registered investment adviser and a FINRA-registered broker-dealer.

Deepak Appaya is a financial advisor with ON Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes roles at Ohio National Financial Services and The O.N. Equity Sales Company. Outside of investment advisory, he serves as president of Appaya Financial, a business involved in the sale and service of non-registered insurance products. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary investment programs.

Henry Angelucci Jr. is a financial advisor with Portfolio Medics, LLC, holding Series 65 and Series 66 licenses and six years of industry experience. His previous roles include positions at Signal Advisors, Magellan Financial, and Knights of Columbus, among others. In addition to his advisory work, he operates as an independent insurance agent through Signal Advisors, focusing on life insurance and annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies combining fundamental, technical, and cyclical analysis to create customized portfolios.

Amul Sant is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Santander Securities and Santander Bank since 2012. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs, financial planning, and securities-based lending, delivering investment advice through the FMAX managed-account platform with discretionary management and ongoing suitability reviews.

Jordan Alexander is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Ray Tucholski III is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Rock & Co LLC since 2019 and has prior experience with Bank of America, N.A. and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Shannon O'Neil is a financial advisor with TIAA-CREF in Princeton, NJ, holding a Series 66 designation and six years of industry experience. Prior to joining TIAA-CREF in 2022, Shannon worked at Janney Montgomery Scott for three years and has professional experience in behavioral health, real estate, and the restaurant industry. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both one-time financial plans and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Michael Rabbitt is a financial advisor at TIAA-CREF in Princeton, NJ, holding a Series 66 designation with 14 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services, including model-based and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.