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 25 years of industry experience. He has been with Santander Securities and Santander Bank since 2015. Outside of finance, he owns Expose Your Media Inc., an advertising business focused on script writing and film production. 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 services, with investment advice delivered through a managed-account platform that incorporates third-party managers and discretionary account management.

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.

Peter Savva is a financial advisor at Leo Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked in disclosure monitoring at Olden Lane Securities, LLC. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients by offering portfolio management, financial planning, model portfolio management, fiduciary services, and consulting. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies and utilizes a combination of internal and third-party resources to construct diversified, risk-tiered allocations.

Max Mintz is a financial advisor at Vanderbilt Advisory Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017, following a year at Sagepoint Financial, Inc. Mintz has served as a consultant providing expert guidance on the Independent Broker/Dealer space and is an independent life insurance agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, utilizing a strategic asset allocation approach combined with fundamental, technical, and charting analysis. Vanderbilt’s integration with retirement-plan and benefits firms, along with its affiliated broker-dealer and multiple platform options, distinguishes it within the enterprise advisory sector.

Matt Breunig is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with Santander Securities LLC, where he has worked since 2015, including prior experience at Capital One Financial Advisors, LPL Financial, Wells Fargo Clearing, PNC Wealth Management, and Banc of America Investment Services. 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 provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Nicholas Rizzieri is a financial advisor with Santander Securities LLC in Manalapan, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities LLC, and New Beach International LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and provides investment advisory services, portfolio management, and financial planning through various wrap-fee programs and third-party investment managers.

Christina Nash is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, Osaic/ROYAL ALLIANCE ASSOCIATES, and Sii. Nash is also an author and educator, involved in writing and speaking engagements. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering services through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Manish Shah is a financial advisor with Fortis Capital Advisors, LLC in Princeton, NJ, holding Series 63 and Series 65 credentials and having 12 years of industry experience. Prior to joining Fortis in 2022, he worked at Next Horizon Advisors LLC for nine years. Outside of his advisory role, he is involved in several investment-related ventures including serving as principal of Next Horizon WB LLC and advisor to the London Fund, as well as participating on the Board of Advisors for the Yale Jackson School of Global Affairs. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, retirement plans, and institutional clients, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies, including discretionary management and ESG options, and reported $1.615 billion in discretionary assets under management as of December 31, 2025.

Michael Dugan is a financial advisor with Private Client Services, LLC in Raritan, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Private Client Services since 2010. Outside of his advisory role, he is involved in youth sports coaching, serving as a head coach for both boys’ and girls’ basketball programs and as treasurer for a local youth lacrosse club. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers a range of implementation platforms, including discretionary and non-discretionary management options.

Bernadette Strout is a CFP® with 22 years of industry experience, currently serving as an advisor at Prosperity Capital Advisors. Her prior roles include positions at Cetera and First Allied Securities. In addition to her advisory work, she provides financial education as an instructor with Kaplan. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and supervises portfolios using core and specialized models from providers like BlackRock, Dimensional, and Vanguard.

Reginald Burroughs is a financial advisor at CW Advisors, LLC with 40 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining CW Advisors in 2024, he worked at Mercadien Securities, LLC and Mercadien Asset Management, LLC for 19 years and New England Securities for three years. CW Advisors, LLC is a multi-team firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG-oriented strategies.

Kevin Roche is a financial advisor at Leo Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Capital Management and LHT Consultants. Outside of his advisory role, he serves as an adjunct professor at Drexel University and is Deputy Mayor and Commissioner responsible for Revenue and Finance in the Borough of Haddonfield. Leo Wealth serves high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

Peter Gellman is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He previously worked at Palmerston Group Advisors LLC for 28 years and is a managing member of Palmerston Group, L.P. and Palmerston Group Indemnity Solutions, L.L.C., firms affiliated with his prior employer. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a range of advisory and administrative services.

Alexander Palumbo is a financial advisor at Ritholtz Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has been with Ritholtz Wealth Management since 2016. Outside of his advisory role, Palumbo is involved in fixed insurance sales. Ritholtz Wealth Management serves individual and institutional clients, offering portfolio management, financial planning, and retirement consulting. The firm uses a goal-based investment approach emphasizing asset allocation and behavioral finance, managing approximately $9.4 billion in client assets through both advisor-led and digital platforms.

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.

Jitender Gidwani is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors, Inc. and Equitable Advisors. Outside of his advisory role, he serves as a board member at Gulf Atlantic Bank. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party programs.

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.

Shrikant Nadkarni is a CFP® with 23 years of industry experience, currently serving as an advisor at Fortis Capital Advisors, LLC since 2022. He is 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 offers investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, and institutional clients. The firm emphasizes customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.