Hoa Le is a financial advisor with Arax Advisory Partners in Madison, NJ, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior experience includes roles at Merrill, Wells Fargo Clearing, UBS Financial Services, and Transcend Capital Advisors. She maintains dual registration with Transcend Capital Advisors and Purshe Kaplan Sterling Investments. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors.

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 previously worked at Equity Services, Inc., and is involved with Wealth Shield Financial, where he engages in the sale and service of fixed insurance products. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm offers both discretionary and non-discretionary portfolio management using multiple investment approaches and custodial platforms.

Jack Mahoney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2018. Prior to this, he worked at UBS Financial Services for five years. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations with wealth management, investment consulting, financial planning, and tax services. The firm employs a multi-manager investment approach using proprietary quantitative analysis and due diligence, and operates several affiliated pooled investment vehicles along with services such as tax-return preparation and household financial administration.

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.

Courtney Frost is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 65 designation with six years of industry experience. She has been with Beacon Trust since 2017 and previously worked at Romparoo. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and uses an open-architecture investment platform with a risk-first framework, tax-aware management, and offers integrated trust and banking referral capabilities.

Eliza Forastieri Pitsikalis is a financial advisor with Wedbush Securities Inc. in Jersey City, NJ, holding a Series 66 designation and 15 years of industry experience. She previously worked at UBS Financial Services and Merrill. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions, offering a range of wealth management, fixed income, commodities, and capital markets services.

Owen Pardo is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His career includes positions at Shephard Capital Management, LPL Financial, Wells Fargo Advisors LLC, A.G. Edwards & Sons, Inc., Oppenheimer, and UBS Financial Services. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by a broad network of advisors and integrated platform solutions.

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.

Peter Valles is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Aurora Private Wealth, APW Capital, Inc., and Janney Montgomery Scott. In addition to his advisory role, Mr. Valles is also licensed to sell insurance and conducts insurance activities through Summit Risk Management, LLC and other firms. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors serving around 17,800 clients. The firm offers both discretionary and consultative investment management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.

Eli Acevedo is a financial advisor at Santander Securities LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, Santander Bank, J.P. Morgan Securities, and JP Morgan Chase Bank. 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, delivering investment advice through a managed-account platform with discretionary account management and ongoing suitability reviews.

Anders Velischek is a CFP® professional at Simon Quick Advisors, LLC with six years of industry experience. He has been with Simon Quick Advisors since 2016. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations with wealth management, investment consulting, and financial planning. The firm uses a combination of proprietary quantitative analysis and in-person due diligence to allocate client assets across various investment vehicles and offers distinctive services including fund sponsorship, tax preparation, and sub-advisory arrangements.

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 at Lanark Financial, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary account management options.

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.

Kenneth Quarnaccio is a financial advisor at Perigon Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously with Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors Inc. Outside of his advisory role, he is involved in insurance sales through the Simplicity Group. 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 regular reviews.

Matthew Mc Cormack is a financial advisor at Simplicity Wealth with a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Enterprise and The Prudential Insurance Company of America. He also works as an accounting intern at Monmouth Ocean Education Services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers.

Keith Lester is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Simplicity Wealth and has held prior roles at firms including Retirement Wealth Advisors, Regal Investment Advisors, and Ethos Technologies. Outside of his advisory work, Lester is involved in a personal business conducting streaming on Twitch. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring and rebalancing, alongside technology-driven advisory and operational services for other advisors.

Jeffrey Gitterman is a financial advisor at Perigon Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors, Inc. He serves as a board member of the Childrens Health Institute, advising on fundraising for nonprofit research. 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 delegating investment management to independent managers while retaining oversight and proxy-voting responsibilities.

Nicholas Iarrobino is a financial advisor with Chelsea Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Chelsea Financial Services since 2019 and previously at Regulus Advisors from 2015 to 2019. Outside of his advisory role, he is a licensed insurance agent and is involved in managing multiple real estate partnerships and property management entities. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis.