Taylor Petrick is a financial advisor at Circle Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, CareFirst BlueCross BlueShield, Towson University, Textron Systems, Carroll Community College, and Manchester Valley High School. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals, multi-generational families, and related entities. The firm emphasizes customized wealth advisory and investment management through detailed client discovery, strategic asset allocation, and coordinated planning across estate, tax, insurance, and charitable services.

Jonathan Valdez is a financial advisor with Nations Financial Group, Inc. in Warren, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Charles Schwab, Morgan Stanley, E*TRADE, Santander Securities, and Wells Fargo. Outside of advising, he is involved in renovating and managing a real estate property. Nations Financial Group serves a diverse client base, including individuals, pension plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management along with model portfolios spanning various risk profiles. The firm employs a range of investment strategies and allows advisors to recommend third-party managers, providing clients with both fee-based and commission-based advisory options.

Ke Dao is a financial advisor at Arkadios Wealth Advisors with 23 years of industry experience. He holds the Series 66 designation and previously worked at Triad Advisors, Inc. from 2011 to 2019. Dao is also president of Rivertan Financial Group, LLC and Rivertan Risk Management, LLC, overseeing investment advisory and insurance planning services. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment management, financial planning, and access to third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis and offers discretionary account management supported by its internal portfolio team.

Anders Velischek is a CFP® professional at Simon Quick Advisors, LLC with six years of industry experience. He has been with Simon Quick Advisors since 2016. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations with wealth management, investment consulting, and financial planning. The firm uses a combination of proprietary quantitative analysis and in-person due diligence to allocate client assets across various investment vehicles and offers distinctive services including fund sponsorship, tax preparation, and sub-advisory arrangements.

Kevin Lynch Jr. is a financial advisor at First Heartland Consultants, Inc. with four years of industry experience. He holds a Series 66 designation and has worked previously at Phoenix Financial Solutions and Bizti. Lynch is also involved with Westminster Wealth Management, where he engages in marketing insurance and financial services. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

Joseph Oberschewen is a financial advisor at Lanark Financial, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary account management options.

William Gadsden is a CFA® charterholder with 21 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client needs.

Matthew Mc Cormack is a financial advisor at Simplicity Wealth with a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Enterprise and The Prudential Insurance Company of America. He also works as an accounting intern at Monmouth Ocean Education Services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers.

Keith Lester is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors, Inc. and Ethos Technologies. Outside of his advisory work, he is involved in a personal business conducting streaming on Twitch. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients. The firm offers advisory services including financial planning, portfolio management, and retirement plan services, typically using a fund-of-funds approach with ETFs, mutual funds, and select individual securities, combined with technology and operational support for other advisers.

Garrett Collins is a financial advisor at Kintra Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Warren Wealth Associates and Reynolds and Reynolds. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and avoid duplicate holdings across accounts.

Bradley Repinsky is a financial advisor at SEIA with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Goldman Sachs Wealth Services. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical investment approaches and offers a range of services including portfolio management, financial planning, and retirement plan consulting.

Stephen Bene is a financial advisor with Simplicity Wealth, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at The Leaders Group Inc, Prosperity Capital Advisors, Beneficial Wealth, and Merrill. He is also involved in business health insurance sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering advisory services combined with technology-driven solutions and a managed account platform featuring a multi-manager investment approach.

David Pasi Jr. is a financial advisor at CW Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Delta Financial Group, Inc. for 14 years. Outside of advising, he serves as treasurer and property manager for Bambino Properties LLC and is a manager involved in private equity investments at 7103 Lily Way LLC. 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, and institutional clients, employing a Core-and-Satellite investment approach that integrates active, passive, quantitative, and ESG strategies across various asset classes.

Jeffrey Costello is a financial advisor with Simplicity Wealth in Summit, NJ, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior work includes roles at C2P Capital Advisory Group and Beneficial Wealth. Outside of advisory work, he owns and manages an employee benefits insurance agency that provides group health and dental insurance programs. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, and provides technology and operational solutions for other advisers through a managed account platform.

Richard Callison is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Lifemark Securities Corp., Tribal Capital Markets, LLC, and Red Oak Wealth Management, where he also serves as an independent insurance agent. Outside of financial services, he is secretary of Shenandoah Hospitality Group, Inc., which owns a hotel. Virtue Capital Management, LLC is a federally registered investment adviser serving a broad client base including individuals, trusts, estates, and institutions. The firm employs a multi-team model to deliver customized portfolio management, financial planning, and consulting services, utilizing tactical, strategic, and dynamic investment approaches.

Ronald Vanhorn is a financial advisor with Private Client Services, LLC, holding a Series 63 designation and over 35 years of industry experience. He has worked at Private Client Services since 2010, following roles at Woodbury Financial Services and 1717 Capital Management Company. Outside of his advisory work, he is involved in community organizations such as the Flemington Lions Club and serves on the board of a local homeowners association, in addition to teaching racquetball and working as a hospitality consultant. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process focused on risk profiling and platform selection and offers a blend of advisory and broker-dealer services with a wide range of portfolio management options.

Sean Donovan is a CFP® with 14 years of industry experience. He has worked at CW Advisors, LLC since 2025 and previously spent 13 years at Delta Financial Group, Inc. 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, estates, and institutions, and employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

Matthew Wegryn is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2023. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing Services from 2019 to 2023, and Foresters Financial Services from 2017 to 2019. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across more than 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily focusing on retail investors.

Michael Depasquale is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His career includes roles at Madison Rose Advisors LLC, Madison & Main Advisors LLC, Atlas Advisory Group, LLC, and Provident Mutual. He serves as an advisor for National Social Security Partners, LLC. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a multi-faceted approach supported by third-party sub-advisors and platform providers.

Steven Pisano is a financial advisor at Simon Quick Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Simon Quick Advisors since 2016. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm utilizes a combination of proprietary quantitative analysis, due diligence, and ongoing monitoring to allocate assets among independent managers, mutual funds, ETFs, and private investment funds, and operates distinctive fund-of-funds structures and affiliated pooled vehicles.