David Pasi Jr. is a financial advisor at CW Advisors, LLC with one year of industry experience. He previously worked at Delta Financial Group, Inc. for 14 years. Outside of his advisory role, he serves as treasurer and property manager for Bambino Properties LLC and manages private equity investment opportunities as a manager of 7103 Lily Way LLC. CW Advisors serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities, providing wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach utilizing a combination of active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services to other independent advisers.

Jeffrey Costello is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Leaders Group Inc and C2P Capital Advisory Group. Outside of advisory work, he owns and operates an employee benefits insurance agency that provides group health and dental insurance programs to companies. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios managed with ongoing monitoring and rebalancing. It also offers technology and operational support for other advisers through a managed account platform.

Richard Callison is a financial advisor at Virtue Capital Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lifemark Securities Corp., Tribal Capital Markets, LLC, and Red Oak Wealth Management. Outside of advisory roles, he serves as an independent insurance agent involved in the sales and service of life, group health, and accident insurance products, and is secretary of Shenandoah Hospitality Group, Inc. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs strategic, tactical, and dynamic investment strategies using mutual funds and ETFs, supported by quantitative models and an investment committee that oversees third-party manager due diligence.

Ronald Vanhorn is a financial advisor with Private Client Services, LLC, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Private Client Services since 2010. Outside of his advisory role, he is involved in community organizations including serving as a board member of the Concord Ridge Homeowners Association and volunteering with the Flemington Lions Club. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing over $1 billion across more than 3,200 client accounts.

Joseph Corcoran is a financial advisor at Cetera Planning Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avantax and MS Investment Partners. Outside of advising, he serves as a co-administrator for employee benefit plans and is a shareholder in MS Investment Partners, LLC. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance.

John Strout II is a financial advisor with Prosperity Capital Advisors, holding a Series 65 designation. He has one year of industry experience, including prior roles at Sailwinds Financial Strategies, Inc., Key Motors of South Burlington, and the U.S. Department of the Army. Prosperity Capital Advisors is an SEC-registered firm serving a diverse client base that includes individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, utilizing suites from providers such as BlackRock, Dimensional, and Vanguard, and offers separately managed accounts and retirement plan services.

Ira Goldberg is a financial advisor at Perigon Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Vanderbilt Securities, LLC, Triad Advisors, Inc., and Gitterman Wealth Management, where he continues to be involved. Goldberg is also a licensed insurance agent, engaging in insurance sales and implementation 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 utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting formal reviews at least annually.

Ryan Corcoran is a financial advisor at Leo Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Leo Wealth, he worked at Private Advisor Group and has held roles outside the financial sector, including positions at Ted's Restaurant & Bar and PGA Superstore. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, offering a range of services including portfolio management, financial planning, and fiduciary consulting. The firm employs a combination of ETF-based core and thematic models along with systematic single-stock strategies to construct diversified, risk-tiered portfolios.

Mary Bellofatto is a financial advisor at Simplicity Wealth with three years of industry experience. She holds a Series 65 designation and has held roles at firms including Benefit Providers LLC and Organized Transitions LLC. Bellofatto also serves as president of Retire Now LLC and is active in insurance product sales through Roseland Retirement Planning. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach using ETFs and mutual funds combined with third-party model managers, and provides technology and operational support to other advisers through a managed account platform.

Sean Donovan is a CFP® with 14 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Delta Financial Group, Inc. for 13 years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, with investment manager oversight conducted by an Investment Oversight Committee.

Matthew Wegryn is a financial advisor with Santander Securities LLC based in Somerset, NJ. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at Wells Fargo Bank and Foresters Financial 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, and access to securities-based lending and insurance products.

Marc Scudillo is a financial advisor with Prosperity - An EisnerAmper Company, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has previously worked at firms including Aurora Private Wealth and EverBank. Outside of his advisory role, he serves as Chief Financial Officer for two software technology companies and is Executive Vice President and a shareholder of an accounting firm. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach, managing approximately $5 billion in client assets, and emphasizes asset allocation and diversification through both discretionary and non-discretionary management strategies often involving third-party independent managers and model portfolios.

Michael Depasquale is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 65 designations and has 35 years of industry experience. His career includes roles at Madison Rose Advisors LLC, Madison & Main Advisors LLC, Atlas Advisory Group, LLC, and Provident Mutual. He serves as an advisor for National Social Security Partners, LLC. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing a multi-faceted approach supported by third-party sub-advisors and platform providers.

Steven Pisano is a financial advisor at Simon Quick Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Simon Quick Advisors since 2016. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm utilizes a combination of proprietary quantitative analysis, due diligence, and ongoing monitoring to allocate assets among independent managers, mutual funds, ETFs, and private investment funds, and operates distinctive fund-of-funds structures and affiliated pooled vehicles.

Jake Schermerhorn is a CFP®-credentialed advisor with one year of industry experience, currently with Kintra Wealth, LLC. Prior to joining Kintra Wealth, he worked at Tupler Financial for three years and has additional experience at the University of Delaware, North Jersey Country Club, Oakland Pizzeria & Restaurant, and W's Bar & Grille. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and model-driven asset allocation with fundamental security analysis, applying these on a household basis to optimize tax efficiency and minimize duplicate holdings.

Eugene Mulvaney Jr. is a financial advisor with Independence Square Holdings, LLC, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes roles at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory methods and offers both discretionary and non-discretionary services, integrating in-house portfolio management with LPL-sponsored programs and algorithmic tools.

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.

Jared Margolies is a financial advisor with Simplicity Wealth who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes a 15-year tenure at Axa Advisors, LLC. He also serves as Chief Compliance Officer for Simplicity Group Holdings. Simplicity Wealth provides advisory services to a diverse client base, including individuals, high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, alongside technology and operational platforms for advisers.

Spencer Fried is a financial advisor at Wealthcare Advisory Partners LLC with 15 years of industry experience. He holds a Series 66 designation and previously spent 15 years at Merrill. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and behavioral economics, combining passive and active investment strategies with dynamic rebalancing.

Steven Adwar is a financial advisor at Cary Street Partners with seven years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Fidelity Investments. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative and private fund vehicles, and lending and insurance solutions, utilizing both third-party managers and in-house resources across a range of investment strategies.