Kenneth Dugan is a CFP® with 22 years of industry experience, currently serving at Leo Wealth, LLC. He has held roles at affiliated entities including Leogroup Wealth Solutions, LLC and Leogroup Fund Services, LLC since 2013. He also maintains an active insurance license. Leo Wealth, LLC serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based and single-stock systematic strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

Ana Bou Goldsmith is a financial advisor at Prosperity - An EisnerAmper Company with five years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at IDB Lido Wealth, IDB Bank, GBS Finance, and Merrill. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and consulting services. The firm emphasizes asset allocation and diversification, utilizing third-party independent managers and model portfolios as part of its investment approach.

Caitlin West is a financial advisor with The Ascent Group, LLC based in Hillsborough, NJ, holding a Series 66 credential and having 14 years of industry experience. She has worked at several firms including Fidelity Personal and Workplace Advisors and KB Financial Partners. West serves as a Non-Academic Co-Chair on the Rutgers School of Business Finance Area Advisory Board. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm combines discretionary and non-discretionary portfolio management with model portfolios and third-party managers, offering digital delivery and access to alternative investments, serving over 4,000 clients with approximately $4.76 billion in assets under management.

Justin Shure is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Prosperity - An EisnerAmper Company and has worked previously at firms including Charles Schwab and Bay Colony Advisors. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Douglas Bailey is a CFP® professional with 27 years of experience in the financial services industry. He has been with Capital Analysts since 2003 and has worked at Lincoln Investment since 2012. In addition to his advisory roles, he is also licensed as an insurance broker, specializing in life, health, and disability insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary strategies supported by an in-house research team.

Eli Cohen is a financial advisor at Perigon Wealth Management, LLC with Series 66 credentials and one year of industry experience. Prior to joining Perigon, he held positions at Equitable Advisors, LLC and Northwestern Mutual. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction based on clients’ goals, time horizon, and risk tolerance, and serves as both sponsor and overseer of wrap and sub-advisor programs.

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.

Michael Dugan Sr. is a CFP® and ChFC® with 42 years of industry experience. He has been with Private Client Services, LLC since 2010. Outside of his advisory role, he is a member of the Ancient Order of Hibernians, an Irish Catholic national organization. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process focusing on risk profiling and tailored platform selection, offering a combination of advisory and broker-dealer services with a range of portfolio management options.

Lawrence Seigelstein is a Senior Wealth Advisor at Prosperity - An EisnerAmper Company with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including DAI Securities, LLC, Comprehensive Asset Management & Servicing, Inc., and Amper Financial Services. Outside of his advisory role, he is involved with Advocacy, LLC, providing life, health, disability, and long-term care insurance services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory. The firm employs asset allocation and diversification strategies, utilizing third-party managers and technology platforms to support client accounts and administer services.

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.

Christopher Noviello is a financial advisor at Vicus Capital, Inc. with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cetera and Walnut Street Securities. Outside of his advisory role, he serves as a board member of the nonprofit Grassroots Conservation. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of strategies including fundamental and technical analysis, with an emphasis on retirement-plan consulting and fiduciary services.

Matthew Allain is a financial advisor at Leo Wealth, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked with several affiliated firms, including Olden Lane Securities, Massey Quick Wealth Solutions, and multiple entities within The Leo Group. He serves on the board of directors for Capflow Funding Group Managers, LLC, a role unrelated to investment management. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, providing portfolio management, financial planning, model portfolio management, and fiduciary services. The firm combines ETF-based core and thematic models with systematic single-stock strategies, utilizing a range of internal and third-party tools to manage diversified, risk-tiered portfolios.

Rohan Somar Jr is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked with Rivertan Financial Group as a financial analyst. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management through its internal Arkadios Managed Solutions team, employing various analytical approaches and offering retirement plan fiduciary consulting.

Nicole Simpson is a CFP® professional with 32 years of industry experience, currently serving at Vanderbilt Advisory Services. Her prior experience includes 16 years at Next Financial Group Inc. Beyond her advisory role, she is a pastor, motivational speaker, and author who addresses topics such as 9/11 survival, sexual trauma, prison reform, entrepreneurship, and team building. She is also actively involved in community service as the board chair and president of Generation X Community Association, which provides scholarships, financial literacy education, and support to marginalized communities. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental and technical analysis, offering portfolio management and financial planning services integrated with retirement-plan and benefits firms.

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.

Nancy Brzozowski is a financial advisor with Prosperity - An EisnerAmper Company, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Financial Engines Advisors L.L.C., APW Capital, and Stratos Wealth Partners. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, employing both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Joseph Mangano is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and Essex National Securities, LLC. Outside of finance, he owns Expose Your Media Inc., an advertising business focused on scriptwriting and film production. 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 via wrap-fee programs, and access to securities-based lending and insurance products, primarily serving retail investors through multiple managed account strategies implemented by third-party managers.

Andrew Alter is a CFP® and PFS™ with 14 years of industry experience. He is currently with Forum Financial Management, LP and previously founded and led Alter Financial Group LLC and Alter Wealth Management, LLC. He serves as a board member and treasurer for Unique Melodies, Inc., a nonprofit music education organization for individuals with special needs. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, employing institutional mutual funds, ETFs, and other strategies, while also serving as a turn-key asset-management platform for independent advisors and RIAs.