Ryan Lovell is a financial advisor at Simplicity Wealth with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., The Leaders Group, Inc., and Osaic Wealth/Highland Capital. Lovell is also involved as an insurance sales consultant with COVR Financial Technologies. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and selected individual securities, offering discretionary portfolio management alongside technology and operational support services for advisors.

William Williamson III is a financial advisor at Gladstone Wealth Partners with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities and Sovereign Bank. Outside of his advisory role, he is involved in non-variable insurance activities. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through independent adviser representatives and offers discretionary portfolio management, third-party manager access, and ERISA-related plan services.

Richard Rodman is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and 39 years of industry experience. His prior firms include Royal Alliance Associates, IAM Advisory LLC, and Investment Advisors Asset Management, LLC. Outside of his advisory work, he is a published financial author and oversees financing for a long-haul automobile carrier through a separate consulting business. Wealthcare Advisory Partners LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan advisory services, employing a goals-based approach that combines behavioral economics with quantitative and fundamental analysis.

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.

Paul Tinnirello is a financial advisor at Simplicity Wealth with nine years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Bleakley Financial Group from 2014 to 2023 before joining Simplicity Financial Group. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers through its managed account platform.

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.

Christopher Budd is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Madison Avenue Securities since 2021 and previously held roles at Equity Services, Inc., Cornerstone Financial Partners LLC, and Wealth Shield Financial, where he remains active. Outside of advisory roles, Budd is involved with Wealth Shield Financial LLC, which engages in the sale and service of fixed insurance products. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of account platforms and employs multiple investment approaches across discretionary and non-discretionary accounts.

Jon Gagliardi is a financial advisor with Avantax Planning Partners, Inc. and holds the PFS™ designation. He has two years of industry experience and serves as Chief Executive Officer of MSPC Certified Public Accountants and Advisors PC, a firm offering tax planning, tax preparation, financial attest services, investment planning, and bookkeeping. His prior roles include positions at 1st Global Capital Corp and various Avantax entities. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets and serves individual, pension, charitable, and business clients using firm-designed style allocation models and tax-intelligent strategies.

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.

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.

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.

Owen Pardo is a financial advisor at Concurrent Investment Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Shephard Capital Management, LPL Financial, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

Seth Tobias is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. His career includes multiple roles within Santander affiliates since 2018 and prior experience at Citizens Bank and Citizens Securities Inc. outside of his advisory work, he owns a personally-held rental property. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and manages accounts through a platform that utilizes third-party investment managers and centralized implementation, supporting both retail and institutional investors through an extensive branch and advisor network.

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.

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.

Joseph Oberschewen is a financial advisor with NBC Securities, Inc. in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NBC Securities since 2015. Lanark Financial, Inc. provides investment advisory, financial planning, and portfolio management services to individuals, ERISA-qualified accounts, trusts, estates, businesses, and institutional clients, offering advice through multiple fee-based programs and managed-account platforms with both discretionary and non-discretionary management options.

William Gadsden is a CFA® charterholder with 21 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client needs.

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.