Samantha Baghal is an advisor at Guidance Wealth Advisors LLC with a Series 65 credential and two years of industry experience. She has worked at Guidance Wealth Advisors LLC since 2024 and at Guidance Income Advisors, LLC since 2025. Outside of her advisory role, she is also involved as an insurance producer. Guidance Wealth Advisors LLC provides discretionary wealth management and comprehensive financial planning primarily to individual clients, including high-net-worth households, as well as certain business, foundation, and charitable accounts. The firm employs tailored investment strategies that include diversified allocations and specialized tools such as direct indexing and options collars.

Louis Tranquilli is a financial advisor with Tranquilli Financial Advisor, LLC in Clinton, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2018, he worked at IC Advisory Services, Inc. and The Investment Center, Inc. from 2007 to 2018. Outside of advisory work, he is a member of an LLC involved in property ownership. Tranquilli Financial Advisor serves individuals, trusts, estates, retirement plans, and business entities, providing financial planning, consulting, and discretionary investment management. The firm customizes portfolios based on client-specific factors and frequently utilizes third-party independent managers, maintaining ongoing due diligence and oversight.

William Dudes is a financial advisor at Pleasantdale Wealth Management, LLC in Hackettstown, NJ, holding the ChFC® designation and Series 63 license with 40 years of industry experience. His prior work includes roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and operating as a sole proprietor. He was also involved with Dudes Boys LLC from 2013 to 2019. Pleasantdale Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and ongoing monitoring to guide asset allocation and offers unique services such as discretionary ERISA 3(38) management alongside a multigenerational advisory team.

Brian Dudes is a financial advisor at Pleasantdale Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at American Portfolios Financial Services, Inc. from 2014 to 2019 before joining Pleasantdale Wealth Management. Pleasantdale Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages client accounts based on documented goals, time horizons, and risk tolerances, employing fundamental analysis and ongoing monitoring, with strategies that include option writing and quarterly account reviews.

Grady Moshay is a financial advisor at Emancipare Investment Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Exxon Mobil for 28 years before retiring in 2024. Emancipare Investment Advisors is a small, independent firm providing comprehensive financial planning and investment consultation primarily to individuals approaching or in retirement. The firm operates as an advice-only provider without custody of client assets, emphasizing written investment guidelines and typically recommending passive, low-cost index funds and ETFs.

Frank Stettner III is a CFP® professional with 35 years of industry experience, currently serving at Valley National Advisers Inc. He has been affiliated with Valley National Group Inc and Valley National Investments, Inc. since 1991. Outside of his advisory role, he oversees financial aspects of a commercial real estate business. Valley National Advisers Inc. provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary basis and offers estate analysis, retirement plan consulting, private fund due diligence, and cash-management solutions, utilizing third-party platforms and independent managers for asset allocation and customization.

Daniel Christenson is a Series 65-licensed financial advisor at Arca Wealth, LLC with seven years of industry experience. He previously worked at Sandbox Financial Partners LLC for seven years and Kelly Financial Services for three years. Arca Wealth, LLC is a registered investment adviser managing approximately $1.27 billion in client assets. The firm offers asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors, using a client-centered process that incorporates customized asset allocations across multiple investment approaches.

Jacob Millen is a financial advisor with Valor Investments and Planning LLC in Easton, PA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at several firms, including Royal Alliance Associates, MetLife Securities, and The Leaders Group Inc. Outside of advising, he serves as a part-time CFO for RMO Solutions LLC. Valor Investments and Planning LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm offers discretionary portfolio management, financial and business planning, and retirement plan consulting, utilizing a mix of active and passive strategies through third-party managers and model solutions.

Thomas Blachek is an investment advisor with Valor Investments and Planning LLC and holds a Series 66 designation. He has seven years of industry experience, having worked at several firms including Albemarle Capital Management and The Leaders Group Inc. Outside of his advisory role, he serves as Chief Investment Officer at Valor Capital Management, where he develops and executes investment models. Valor Investments and Planning LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm provides discretionary portfolio management, financial and business planning, and retirement plan consulting, frequently utilizing third-party managers and model portfolios with a combination of active and passive strategies.

Thomas Rutherford is a financial advisor at Valor Investments and Planning LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Albemarle for three years. Valor Investments and Planning LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm offers discretionary portfolio management, financial and business planning, and retirement plan consulting, employing a combination of active and passive strategies through third-party managers and model solutions.

Joseph Digangi Jr. is a CFP® with 20 years of industry experience, currently serving at Amicus Financial Advisors, LLC. His prior work includes roles at ELANA Advisory Services, LLC, among other financial and settlement planning entities. He is also the majority owner of NextPhase Community, LLC, an online educational platform for injured plaintiffs and their families. Amicus Financial Advisors offers comprehensive financial planning, retirement and tax planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporations. The firm employs a multi-cap, multi-style, multi-manager investment approach blending active and passive strategies tailored to each client’s needs.

Christopher Brindle is a financial advisor at Valor Investments and Planning LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Lumen Technologies, where he serves as an account manager in IT sales. Valor Investments and Planning LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and business planning to individuals, pension and profit-sharing plans, trusts, and corporations. The firm manages approximately $80.7 million in discretionary assets and constructs portfolios using third-party managers, mutual funds, ETFs, and individual securities, with regular reviews and rebalancing aligned with client objectives.

Michael Snyder is a financial advisor with Valor Investments and Planning LLC, holding a Series 66 designation and bringing 25 years of industry experience. His work history includes roles at Kestra Advisory and Purshe Kaplan Sterling Investments. In addition to his advisory work, he is involved in insurance sales through affiliated entities. Valor Investments and Planning LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm offers discretionary portfolio management, financial and business planning, and retirement plan consulting, utilizing a mix of active and passive investment strategies implemented through third-party managers and platforms.

Jason Zalarick is a financial advisor with Synergy Asset Management, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has previously worked with Synergy Financial Management, LLC, Equity Advisor Solutions, Fidelity, and Advisors Asset Management, Inc. Synergy Asset Management provides wealth management and financial planning services to individuals, high-net-worth investors, business owners, trusts, and retirement plans. The firm employs an active investment approach that integrates tactical asset allocation with fundamental and quantitative analysis, managing portfolios from a total-return perspective and offering custom strategies including concentrated equity, bond, and ETF-based models.

Alexander Gunbymerriman is a financial advisor at Valor Investments and Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Valor in 2023, he worked at New York Life Insurance Company for one year. Valor Investments and Planning LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm provides discretionary portfolio management, financial and business planning, and retirement plan consulting, typically implementing client portfolios through third-party managers and model solutions using both active and passive strategies.

Glenn Toussaint is a CFP® and ChFC® with 41 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC since 2015. He has been involved in insurance sales since 1983 and maintains a side activity as a musician, selling recordings since 2013. Additionally, he acts as a consultant facilitating referrals between film producers and finance companies, and is a partner in a consulting entity receiving referral fees for fuel products. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction and offers discretionary and non-discretionary management, financial planning, and access to third-party manager programs.

Keith Hawk is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Royal Fund Management since 2013 and also operates Hawk Financial Group, an insurance agency he owns and manages. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analyses to implement varied investment strategies and offers specialized services such as options-writing overlays and access to select non-traded REITs.

Edward Caruth is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He previously worked at National Asset Management and National Securities Corporation for six years before joining B. Riley in 2022. Outside of his advisory role, he serves as president of Twin Flame Energy LLC, a company involved in healthy-related products marketing. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a network of about 173 advisors.

Matthew Gwizdz is a financial advisor at Compound Planning, Inc. with three years of industry experience. He previously worked at UBS and served four years in the United States Army. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with a fiduciary, goals-based investment process that incorporates discretionary portfolio management, turnkey asset management, and alternative strategies. The firm uses a range of investment approaches supported by technology partnerships and automated monitoring.

Robert Nestor is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is involved in direct care support positions serving developmentally disabled individuals and elderly patients. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group, offering combined investment, broker-dealer, and insurance services.