Kevin Lynch is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners' Financial Services and Westminster Wealth Management. Outside of finance, Lynch is involved with Healing To Wellness, a physical therapy business, and serves as an officer and director for the Society For Financial Awareness, a nonprofit focused on financial education, as well as the Montgomery/Rocky Hill Rotary. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions delivered through a network of independent investment adviser representatives.

Tracy Hummel is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 22 years of industry experience. She has been associated with John Hancock and its related entities since 2005 and has also worked with Manulife Asset Management since 2012. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to produce written recommendations, primarily focusing on asset allocation, retirement, and estate planning, and serves a large client base through a technology-assisted model.

Mike Saul is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Transcend Capital Advisors, Bank of America, and Merrill. Outside of his advisory activities, Saul serves as a trustee of a condominium association and is involved in local Jewish community organizations as a board member and investment committee member. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, retirement plans, and institutional clients, offering a range of portfolio management and financial planning services. The firm uses a client-profile-driven investment approach, engages third-party managers, and incorporates AI-assisted tools while maintaining human oversight.

David Severe is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 65 designation. He has one year of experience in the financial industry and a prior career of over two decades at AT&T. Main Street Financial Solutions serves a broad client base, including individuals, pension plans, trusts, and business entities. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while offering ERISA fiduciary consulting and managing held-away accounts through third-party platforms.

Reuben De Almeida is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Bank of America N.A., Merrill, Pruco Securities, and The Prudential Insurance Company of America. He is currently based in Scotch Plains, NJ. 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 onboarding retail investors through its FMAX wrap-fee platform and third-party discretionary managers.

Denise Vecchione is a financial advisor at Gladstone Wealth Partners in Bedminster, NJ, with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2013 to 2020. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize a range of strategies, third-party managers, and technology to manage client portfolios and retirement accounts.

Matthew Kasper is a CFP® professional with 16 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Cohn Financial Group. His background includes roles at Citigroup Inc. and PriceWaterHouseCoopers LLP. He is also involved as an insurance producer and consultant serving corporations, partnerships, and high-net-worth clients. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a network of independent firms. The firm offers a mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by a range of platform providers and sub-advisory arrangements.

Hongwei Liu is a CFP® and Series 66 licensed advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He has held roles at Ni Advisors Inc and runs his own CPA practice providing accounting and tax services. Liu also serves as Vice President of Amerelite Financial Group LLC, a life and health insurance business. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process supported by proprietary software with an evidence-based investment approach that includes access to alternative investments and third-party managers.

Luke Conway is a CFP® professional with one year of industry experience currently affiliated with Summit Financial, LLC. Prior to joining Summit Financial, he worked at JP Morgan and held roles at Blocksworks, The Street, and Investopedia. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

John Sharkey is a CFP®, CFA®, and Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with M Holdings Securities, Inc. and has held previous positions at firms including Merrill Lynch and MassMutual. Outside of his advisory role, he serves on the finance committee of the Church of Saint Leo the Great. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual clients, corporate and business clients, and retirement plans through a nationwide network of advisors. The firm offers a range of investment management, retirement plan consulting, financial planning, and insurance advisory services, utilizing sponsored platforms and third-party managers.

Michael Provine is a financial advisor with Cary Street Partners in Morristown, NJ, holding 24 years of industry experience. His prior roles include positions at Tradition Asset Management, Candor Wealth Advisors, and Tradition Capital Management LLC. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive process involving client profiling, allocation, manager selection, and ongoing monitoring, utilizing both third-party and in-house resources across a wide range of investment strategies.

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.

Philip Marchetti is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gladstone Institutional Advisory and LPL Financial since 2016. Outside of advisory roles, he is involved with Crump, focusing on non-variable insurance. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who utilize third-party managers and technology solutions to deliver tailored portfolio management and consulting services.

Patrick Bosworth is a Series 65 licensed financial advisor with 12 years of industry experience. He is currently with Sowell Management and also serves as a partner and financial advisor at Eagle Eye Advisors. His prior experience includes roles at XP Securities LLC, Minnesota Life Insurance Co, Allied Wealth Partners, Securian Financial Services Inc, and Giffen Solutions Inc. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm supports over 100 independent contractor advisors and employs multiple management styles, including strategic and tactical allocation and customized portfolio design.

Kevin Deutsch is a financial advisor at International Assets Investment Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s independent adviser representatives deliver customized, long-term portfolio strategies using mutual funds, ETFs, individual equities, and fixed income, with additional access to third-party managers and financial planning services.

Keith Boyd is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Boyd provides investment advisory services through multiple affiliated entities associated with independent advisory firms. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies to clients and utilize third-party managers and technology to manage portfolios and retirement accounts.

Kevin Albrecht is a financial advisor at Novem Group with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including LPL Financial, Cetera, and The Provident Bank. In addition to his advisory role, he maintains a part-time insurance agent activity. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis to manage portfolios across a range of asset classes, offering both wrap and non-wrap management arrangements.

Brian Macellara is a CFP® professional with one year of industry experience, currently serving at CW Advisors, LLC. He previously worked for nine years at Delta Financial Group, Inc. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies.

Jennifer Hoffman is a financial advisor at Gladstone Wealth Partners with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and PNC Investments. Hoffman provides investment advisory services through an independent firm, Gladstone Institutional Advisory LLC. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers and utilizes a combination of discretionary portfolio management, third-party managers, and retirement-account technology.

David Cottam is a financial advisor at Cary Street Partners with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at National Wealth Management, LLC from 2005 to 2022. He is the managing member of Equator Holdings, LLC, an investment holdings company focused on debt collection. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, alternative investments, and lending and insurance solutions, utilizing both third-party managers and in-house resources.