Ann Monaghan is a financial advisor at Glen Eagle Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Redwood Wealth Management Group, BANK of AMERICA, N.A., and Merrill. Outside of finance, she has been involved with the Princeton Tiger Aquatics Club since 2010. Glen Eagle Advisors provides investment management and financial planning services to a diverse client base, employing a combination of fundamental and technical analysis with a largely buy-and-hold investment approach supplemented by rebalancing and downside protection strategies.

Jamie Fang is a financial advisor with Arkadios Wealth Advisors in Raritan, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Arkadios and its affiliated entities since 2011, including roles at Rivertan Financial Group and Triad Advisors Inc. Fang also serves as Vice President of Operations at Rivertan Financial Group. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers portfolio management, retirement plan consulting, and financial planning services.

Robert Fradella is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at EisnerAmper Wealth Management & Corporate Benefits, Coastal Pension Services, and Consulting Actuaries Inc. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, retirement-plan advisory, and consulting. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Wayne Slappy is a financial advisor with SteelPeak Wealth, LLC in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with SteelPeak Wealth Management since 2015 and is involved in community and professional organizations, serving as membership chair for the Greater Van Nuys Rotary and chapter president for the Team Referral Network. Slappy has also been active in insurance sales through various carriers associated with W&R Insurance Agencies since 2012. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, and family offices. The firm provides financial planning, portfolio management, and alternative investment consulting, utilizing proprietary model portfolios and offering access to private placement investments and non-purpose loan solutions.

Ruth Arriaza is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. She has four years of industry experience and has been with Vanderbilt Securities, LLC since 2017. Outside of her advisory role, she serves as Administration Committee Chair at Nuevas Fronteras Presbyterian Church and is a member of the Finance Committee for The Presbytery of the Northeast New Jersey. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Michael Bohlinger is a financial advisor at Leo Wealth, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Olden Lane Securities, LLC. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs a combination of ETF-based models and systematic single-stock strategies to construct diversified, risk-tiered portfolios.

Joseph Sacco is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 65 registrations and 32 years of industry experience. He previously worked at Bank of America, N.A. for 14 years and Merrill for 31 years. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm utilizes both discretionary and non-discretionary engagement models and a broad range of investment options, with a notable focus on institutional retirement services and private markets.

Andrew Bernal is a financial advisor with Santander Securities LLC in Manalapan, NJ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Bernal has worked at Santander Securities, LLC and Santander Bank, NA since 2014. 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, goal-based financial planning, and access to securities-based lending and insurance products.

Eric Hu is a financial advisor with Vanderbilt Advisory Services in Bridgewater, NJ, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2022. Hu also serves as Managing Principal at Gryphon Asset Management, where he oversees fixed insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing strategic asset allocation and various analytical methods, and is noted for its integration with retirement-plan and benefits firms alongside an affiliated broker-dealer.

Justin Park is a Series 65-licensed advisor at McAdam LLC with one year of industry experience. His prior work includes a role at Vette.io and an extended period as a student before joining McAdam. McAdam LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios using a fundamental analysis approach and integrates specialized investment strategies such as direct indexing and cryptocurrency exposure.

Cody Cummings is a financial professional at Vicus Capital, Inc. with six years of industry experience. He has held positions at several firms including Summit Financial, LLC, and Cetera Wealth Services, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various model strategies and emphasizes retirement-plan consulting and fiduciary services.

Jonathan Valdez is a financial advisor with Nations Financial Group, Inc., holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior work includes roles at Charles Schwab, Morgan Stanley, E*TRADE, Santander, and Wells Fargo. Outside of his advisory work, he is involved in renovating and managing a residential property he owns. Nations Financial Group, Inc. provides advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management options and employs various investment strategies across multiple risk profiles.

Adam Rubin is a Series 65-licensed financial advisor at Integrity Advisory Solutions with one year of industry experience. He has been associated with Levine, Furman & Rubin, LLC since 2012, where he practices estate planning law. Rubin also serves on the boards of the Alzheimer's Association Greater New Jersey Chapter and the Senior Citizens Activities Network. Integrity Advisory Solutions is a multi-team firm that serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, managing approximately $1.1 billion in client assets.

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.

Nuzhat Naz Khan is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been with Santander Securities since 2015 and has worked at Santander Bank, NA since 2004. Khan is also a notary public in Manalapan, NJ. 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 and financial planning services, delivering investment advice through a managed-account platform that utilizes third-party investment managers and centralized implementation.

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.

Steven Melchiorri is a ChFC® with 24 years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. He previously worked at OneAmerica Securities and American United Life, as well as The ON Equity Sales Company and Ohio National Financial Services. Outside of advisory work, Melchiorri conducts free financial literacy workshops on social security and Medicare through the American Financial Education Alliance. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis while integrating its advisory services with affiliated broker-dealer and custody platforms.

Charles Duryee is a financial advisor at Leo Wealth, LLC with five years of industry experience. He holds the Series 65 designation and has worked at Wilmington Trust and Simon Quick prior to joining Leo Wealth. Duryee’s background also includes four years at Bucknell University. Leo Wealth, LLC serves individuals—including high-net-worth clients—trusts, foundations, pension and profit-sharing plans, and corporate clients. The firm offers portfolio management, financial planning, and fiduciary services, utilizing a combination of ETF-based core and thematic models alongside single-stock systematic strategies to construct diversified, risk-tiered allocations.

Kenneth Quarnaccio is a financial advisor at Perigon Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors Inc. In addition to his advisory role, he is involved in insurance sales through Simplicity Group. 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 emphasizes individualized portfolio construction and ongoing oversight of sub-advisors and wrap-fee programs.

Jack Wildman is a Series 66-licensed financial advisor with Packerland Brokerage Services, Inc. He began his advisory career in 2026 and has prior experience at Equitable Advisors, LLC. Wildman has also worked at Lifetime Fitness and has been involved with Camp Briar Hill. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, individual portfolio management, and retirement-plan consulting, utilizing both direct management and third-party managers through platforms like Envestnet.