Kathy Anne Lobue is a financial advisor at Glen Eagle Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Glen Eagle Advisors since 2013. Outside of her advisory role, she serves as CEO of The LoBue Group, a non-investment-related company through which she conducts business as an independent contractor. Glen Eagle Advisors provides investment management and wealth-planning services to individual and institutional clients, employing standardized asset-allocation models supplemented by fundamental and technical analysis. The firm offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting, and incorporates third-party reporting tools and alternative investments for qualified clients.

Tricia Prehle is a CFP® and holds a Series 65 license, currently affiliated with Equita Financial Network, Inc. She has one year of experience in financial advisory roles, including prior positions at Kaleidoscope Financial Planning, LLC, Stevens Capital Partners, and Guiding Wealth Management, LLC. Before entering the advisory field, she worked at Computershare for over two decades. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, operating through a network model that supports independent advisers while providing paraplanning and a community membership program.

Anthony Privetera is a CFP® with 41 years of experience in financial advisory. He is currently with Caleo Capital N.A. LLC and also associated with Privetera Wealth Management Associates, where he has provided financial advisory services since 2017. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation process with mutual funds, ETFs, independent managers, and alternative investments, and integrates insurance and asset-protection considerations into its planning services.

Matthew Royer is a financial advisor at Platform Wealth Advisors with a Series 65 designation. He joined the firm in 2024 and has prior experience at Platform Accounting Group, Mercer Community College, Tomlin & Associates LLC, and ATR International/Abbott Laboratories. Outside of finance, he previously worked at Benjamin's Cows & Crabs and Oakwood Country Club. Platform Wealth Advisors is a registered investment adviser managing approximately $509 million in client assets. The firm serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, employing a passive, asset-class investment approach grounded in Modern Portfolio Theory with the use of model portfolios and delegated discretionary management.

Michael Hart is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Advice Only, PBC and previously worked at Brookstone Capital Management, Franklin Retirement Solutions, TFG Wealth Management, and TD Bank. Advice Only, PBC provides financial planning services to individuals, high-net-worth clients, and businesses without managing client investment accounts or accepting custody of client funds. The firm emphasizes tailored advice delivered on a fixed or hourly-fee basis, generally recommending passive investments through index mutual funds and ETFs.

Clayton Fillian is a financial advisor at Verity Asset Management with two years of industry experience. He holds a Series 65 designation and has worked at Verity since 2023. In addition to his advisory role, Fillian is an insurance agent involved with Teacher's Pension and Insurance Services, Inc., and participates as a partner in New Jersey Public Employee Educators, LLC, a marketing agency focused on educating public employees about pensions, Social Security, life insurance, and annuities. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across multiple asset classes, combining fundamental, technical, and qualitative analysis, and offers both internally managed specialty models and third-party manager models.

Peter Colicchia is a financial advisor at Brookwood Investment Group with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, LLC. In addition to his advisory role, he is involved with Protected Goals, LLC, where he is a licensed insurance producer specializing in life, health, and fixed annuity sales. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and offers both discretionary and non-discretionary management, distinguished by its network of partner offices and affiliated professional services.

Hari Sharma is a financial advisor with Santander Securities LLC, holding a Series 66 license and bringing 23 years of industry experience. He has worked with Santander Securities and Santander Bank since 2016, and previously was with CCO Investment Services Corp from 2014 to 2016. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.

Charles Toth is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. His prior experience includes roles at Morgan Stanley and Pride. John Hancock Personal Financial Services serves individual clients, trusts, estates, non-profits, and business entities through financial planning and consultative services, using technology-assisted models and third-party software to provide generally framed recommendations across asset allocation, retirement, and estate planning.

Andrew Gergatsoulis is a financial advisor at Aegis Capital Corp. with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America and Merrill. He is the owner of AG Capital Holdings LLC, an inactive investment account. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports clients with trade execution, clearing, custody, and reporting services.

Chrysta Grampp is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Santander Securities since 2012 and is also associated with Santander Bank, NA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including 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 ongoing compliance oversight.

Danielle Arlotta is a CFP® and holds a Series 66 designation with six years of industry experience. She currently works at Core Planning, where she has been since 2026, and previously worked at Brooklyn Plans, LLC for four years. Prior to her financial advisory roles, she was employed at William Paterson University. Core Planning is a fee-only firm serving individual and high-net-worth clients with financial planning, wealth management, and retirement-plan advisory services. The firm uses a range of service models and incorporates third-party model portfolios and automated rebalancing tools in its investment approach.

Christine La Valle is a financial advisor at Santander Securities LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Santander in various capacities since 2007. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Tyrone Robinson is a CFP® professional with 19 years of industry experience. He is currently an advisor at Kingsview Wealth Management, LLC and previously spent 18 years with Edward Jones. Outside of his advisory role, Robinson serves as Treasurer and board member of the Mercer County College Foundation, where he participates in finance and investment committees. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through internal and third-party strategies, including model portfolios and registered investment products.

Stephen Kaufman is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Vanderbilt Advisory Services since 2016 and previously worked at UBS Financial Services. Kaufman is the founder and president of Quality Financial Concepts, where he provides tax preparation services in addition to investment advisory functions. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis for portfolio management and is noted for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Dominique Flipping is a financial advisor at Van Clemens Wealth Management, LLC, holding a Series 66 designation with one year of industry experience. Prior to joining Van Clemens, Flipping worked at The Vanguard Group, Geneva Financial, and Packerland Brokerage Services. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using various investment strategies and employs third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Edward Grampp Jr. is a financial advisor at Santander Securities LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2010. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Frank Zukowski is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at firms such as ARK Global LLC and Guinness Atkinson Asset Management. Outside of advisory work, he serves as an Investment Product Manager for Vanderbilt Securities, LLC, coordinating investment product offerings on the firm’s platform. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation process incorporating fundamental and technical analysis and offers a range of portfolio management and financial planning services through independent Advisor Representatives.

Eric Leibowitz is a financial advisor at ThePARTNERS Wealth Management with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Belpointe Asset Management, Cambridge Investment Research Advisors, and Ambre Financial. Outside of his advisory work, he operates as an independent insurance agent with Belpointe Insurance, LLC. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes a blend of customized portfolios, model-based management, and access to third-party investment managers, supported by proprietary and third-party tools.

Deepak Appaya is a financial advisor with ON Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes roles at Ohio National Financial Services and The O.N. Equity Sales Company. Outside of investment advisory, he serves as president of Appaya Financial, a business involved in the sale and service of non-registered insurance products. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary investment programs.