Martin Nielsen is a financial advisor at Tucker Asset Management LLC with 28 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to joining Tucker Asset Management, he worked at Nielsen Financial Group, APW Capital, Purshe Kaplan Sterling Investments, Insight Private Advisors, and Premier College Funding. Nielsen is also active as an insurance agent, providing fixed and traditional insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset allocation process and integrates alternative investments, including private and non-liquid opportunities, within its portfolios.

Ben Duronio is a financial advisor at Invst, LLC with nine years of industry experience and holds a Series 66 designation. His work history includes roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory duties, he serves as an assistant wrestling coach at Ocean Township High School. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and serves over 2,000 clients with approximately $1.565 billion in assets under management.

Elias Rauch is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 credential and 25 years of industry experience. He has previously worked at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors Inc. Outside of his advisory roles, he serves as a financial manager for the Congregation Beth Israel Foundation and is a member at large of the Brandeis University Alumni Association. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerances, often delegating day-to-day investment management to independent managers while retaining oversight.

Robert Paventi is a financial advisor at Santander Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2011. 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 programs, financial planning, and securities-based lending, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

Ernest Lubonja is a financial advisor with Santander Securities LLC, holding Series 66 and Series 63 licenses and two years of industry experience. His background includes roles at Santander Securities, Santander Bank, and Public Partnerships, LLC, where he also works as a consumer-directed personal assistant. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary managers and providing ongoing suitability and compliance oversight.

Robert Eng is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Belpointe Asset Management LLC since 2019. He previously worked at Glen Eagle Advisors LLC and J.O.Y. WEALTH PARTNERS. Outside of his advisory role, he is the founder of Joywise, a meditation teaching and coaching business in Princeton, NJ. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing a range of strategies from passive to tactical, with customized portfolio solutions supported by affiliated funds and service entities.

Ryan Gaynor is a financial advisor at Leo Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been with Leo Brokerage since 2020. Leo Wealth provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, along with third-party managers, to implement specialized investment strategies.

Jason Condon is a CFP® with 11 years of experience in the financial industry. He is currently with Perigon Wealth Management, LLC and has prior experience at Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. Outside of his advisory roles, he is involved with Vanderbilt Insurance Services in insurance sales on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting regular reviews.

Joshua Murray is a CFP® professional with 16 years of industry experience. He is currently with Kintra Wealth, LLC and previously spent 11 years at Commonwealth Financial Network and Tupler Financial. Outside of his advisory work, he serves as a coach for the Madison Girls Lacrosse team. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management and financial planning. The firm combines client interviews with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and portfolio construction, managing approximately $1.5 billion in discretionary assets.

Joseph Bernheimer is a financial advisor with Snowden Capital Advisors LLC in Metuchen, NJ. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His prior work includes positions at Snowden Lane Partners, OSAIC, and SagePoint Financial, Inc. Outside of advising, he has operated as an independent insurance agent and manages a real estate/property management business through JNDE, LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing multi-team resources and institutional capabilities alongside a range of investment tools and third-party manager relationships.

Robert Maxson is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, TD Ameritrade, Belmont Capital Advisors, and Coppell Advisory Solutions. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture approach with a focus on international investing and combines in-house management, third-party money managers, and sub-advisers to implement discretionary and non-discretionary strategies.

Howard Azer is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Palmerston Group Advisors and his own practice, Howard Azer and Associates. Azer is also a CPA and serves as treasurer on the board of The Whole Earth Center of Princeton, a nonprofit natural food grocery. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting with customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Pietro Passalacqua is a CFP® professional with 33 years of industry experience, currently serving as the principal advisor at Frontier Financial Planning & Capital Management, Inc. He has been with Frontier Financial Planning since 1999 and also holds roles at Creative Financial Designs, Inc. Outside of his advisory work, Passalacqua serves on the condominium association board for his office location in Hillsborough, NJ. Frontier Financial Planning & Capital Management is an independent registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management and modular financial planning, employing diverse investment strategies and providing regular client reporting and goal reassessment.

Michael Gabel is a financial advisor at Vicus Capital, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Hamel Associates, Inc. and Noviello Financial Group. In addition to his advisory role, he operates a CPA and consulting firm providing accounting and tax services. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Thomas Scarpaci Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Client One Securities, LLC, Ic Advisory Services Inc., and The Investment Center, Inc. Outside of advisory work, he is involved in energy conservation consulting as an officer and majority owner of Energy Solutions Group, Inc., and is a partner in several other business ventures including Financial Solutions Group, LLC; Captive Solutions LLC; and Tax Credit Genius LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers using a combination of project-based planning, ongoing asset management, and proprietary advisory platforms.

Andrew Cilento is a CFP® with seven years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. He previously worked at Voya Investments Distributor, LLC, Voya Investment Management, and Cohen & Steers. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and select corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and integrating its services with an affiliated broker-dealer and custody platform.

Rae Kim is a financial advisor at Capital Analysts with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been affiliated with Lincoln Investment since 2012 and Capital Analysts since 2004. Kim also operates Kim Financial Group, providing fixed life insurance, disability insurance, and long-term care products. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team and offers discretionary and non-discretionary portfolio management through various programs, integrating proprietary screening tools and distinct custodial arrangements.

Wally Jandoli is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and bringing 49 years of industry experience. His career includes long tenures at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1982 to 2018, and he has been with Summit Financial, LLC since 2018. In addition to advisory services, he is involved in insurance brokerage, selling various insurance products through multiple companies. Summit Financial, LLC is an SEC-registered, multi-team 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, operating both discretionary and consultative platforms tailored to client needs.

Daniel Overcash Jr. is a CFP®-designated financial advisor with 55 years of industry experience. He currently serves at Chelsea Advisory Services, Inc. and has a longstanding career including over five decades at Budell Overcash Anderson & Co., Inc. based in Staten Island, NY. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach and offers both discretionary portfolio management and standalone financial planning engagements.

Carey Gertler is a CFP® at Prosperity - An EisnerAmper Company with one year of experience in the financial industry. He has been associated with EisnerAmper LLP since 2014 and Eisner Advisory Group LLC since 2021. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs asset allocation and diversification strategies, utilizing third-party managers and technology platforms to support its service offerings.