Justin Eccleston is a financial advisor at Merit Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Stone Creek Capital Management, LLC and Biltmore Capital Advisors. He has been with Merit Financial Group since 2021. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Michael Dugan Sr. is a CFP® and ChFC® with 42 years of industry experience. He has been with Private Client Services, LLC since 2010. Outside of his advisory role, he is a member of the Ancient Order of Hibernians, an Irish Catholic national organization. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process focusing on risk profiling and tailored platform selection, offering a combination of advisory and broker-dealer services with a range of portfolio management options.

Lawrence Seigelstein is a Senior Wealth Advisor at Prosperity - An EisnerAmper Company with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Comprehensive Asset Management & Servicing, Inc. and Dai Securities, LLC. In addition to his advisory role, he is involved in outside insurance activities encompassing life, health, disability, and long-term care insurance. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm utilizes asset allocation and diversification strategies and employs third-party managers and technology platforms to support client accounts, overseeing approximately $5 billion in assets managed by a team of 63 advisors.

Viswanathan Venugopala is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Fortis Capital Advisors, LLC, where he has worked since 2024. Prior to joining Fortis, he spent 11 years at CITIGROUP. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized investment advice through a combination of discretionary management, advisor-specific styles, and model portfolios that include passive, active, tactical, and blended strategies, with ESG options available.

John Pisapia is a financial advisor with Chelsea Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Chelsea Advisory Services since 2010 and has been associated with affiliated firms including Chelsea Financial Services and U S Securities International Corp. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach with discretionary portfolio management and integrates brokerage and custody services through a single affiliated platform.

Christopher Noviello is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Vicus Capital, Inc. and has held roles at Cetera and Cetera Wealth Services, LLC. Outside his advisory work, he serves on the board of Grassroots Conservation, a nonprofit organization. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, using a range of discretionary and non-discretionary services. The firm employs a combination of fundamental and technical analysis across various model strategies and places particular emphasis on retirement-plan consulting and fiduciary services.

John Zakar is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Royal Fund Management since 2015. In addition to his advisory role, he is an independent insurance agent selling Medicare, annuities, life, and long-term care insurance. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies informed by fundamental, technical, and cyclical analysis and offers specialized services such as options writing and access to select non-traded REITs.

Jon Franco is a financial advisor with Chelsea Advisory Services, Inc. in Staten Island, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Chelsea Financial Services since 2013. Chelsea Advisory provides financial planning, investment advisory, and consulting services primarily to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios on a discretionary basis while allowing client-imposed investment restrictions and conducting regular compliance and portfolio reviews.

Matthew Allain is a financial advisor at Leo Wealth, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked with several affiliated firms, including Olden Lane Securities, Massey Quick Wealth Solutions, and multiple entities within The Leo Group. He serves on the board of directors for Capflow Funding Group Managers, LLC, a role unrelated to investment management. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, providing portfolio management, financial planning, model portfolio management, and fiduciary services. The firm combines ETF-based core and thematic models with systematic single-stock strategies, utilizing a range of internal and third-party tools to manage diversified, risk-tiered portfolios.

Rohan Somar Jr is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked with Rivertan Financial Group as a financial analyst. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management through its internal Arkadios Managed Solutions team, employing various analytical approaches and offering retirement plan fiduciary consulting.

Joseph Fields is a financial advisor at Calton & Associates, Inc. in Matawan, NJ, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch Pierce, Fenner & Smith Incorporated, Dworetsky Financial, and Star Wealth Advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and investment approaches tailored to client goals, risk tolerance, and liquidity needs.

Nicole Simpson is a CFP® professional with 32 years of industry experience, currently serving at Vanderbilt Advisory Services. Her prior experience includes 16 years at Next Financial Group Inc. Beyond her advisory role, she is a pastor, motivational speaker, and author who addresses topics such as 9/11 survival, sexual trauma, prison reform, entrepreneurship, and team building. She is also actively involved in community service as the board chair and president of Generation X Community Association, which provides scholarships, financial literacy education, and support to marginalized communities. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental and technical analysis, offering portfolio management and financial planning services integrated with retirement-plan and benefits firms.

Todd Levine is a financial advisor at Invst, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Park Avenue Securities and Guardian Life Insurance Company. Levine is also the managing member of SGMT Holdings, LLC. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a multi-disciplinary investment approach incorporating fundamental, technical, and cyclical analysis.

Andre Murillo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Santander Securities LLC, Santander Bank, NA, JPMorgan Chase Bank, and JPMorgan Securities LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base that includes individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and discretionary account management.

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.

Jacqueline Di Stefano is a financial advisor at Invst, LLC with three years of industry experience. She holds the Series 65 designation and has previously worked at Tomoro LLC, Park Avenue Securities, and Afternoon Culture. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a team of 33 investment advisor representatives, using a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Michael Karlin is a financial advisor with Invst, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting services to individual and institutional clients. The firm employs fundamental, technical, and cyclical analysis to construct diversified portfolios and serves over 2,000 clients with approximately $1.565 billion in assets under 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.