Lawrence Seigelstein is a Senior Wealth Advisor at Prosperity - An EisnerAmper Company with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including DAI Securities, LLC, Comprehensive Asset Management & Servicing, Inc., and Amper Financial Services. Outside of his advisory role, he is involved with Advocacy, LLC, providing life, health, disability, and long-term care insurance services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory. The firm employs asset allocation and diversification strategies, utilizing third-party managers and technology platforms to support client accounts and administer services.

Ryan Hogan is a financial advisor with Simplicity Wealth, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at The Leaders Group Inc, Johnson Asset Management, and Fenimore Asset Management Inc. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients, offering advisory services such as financial planning, portfolio management, and managed account platforms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, combining advisory services with technology solutions for other advisers.

Joseph Fernandes is a financial advisor with Vanderbilt Advisory Services and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Gwn Securities Inc and PlanMember Securities Corporation. Outside of his advisory work, he is involved with The 401K Group LLC, a business offering insurance, securities sales, and referral services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, utilizing a blend of fundamental, technical, and charting analysis, and integrates advisory services with retirement-plan and benefits firms to support pension consulting and administration.

Michael Ciccone is a CFP® professional with seven years of experience in the financial industry. He has worked at Tradition Capital Management LLC and Tradition Asset Management LLC from 2016 to 2020. He is currently with Cary Street Partners. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes institutional niches such as state and municipal government entities and insurance companies.

Ian Welham is a financial advisor at Coppell Advisory Solutions LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms including City Center Advisors, LLC and Haydenrock Solutions LLC. Outside of his advisory role, he is a partner and consultant at Elite Corporate Holdings LLC and owns LW Connections LLC, which connects business owners and individuals to experts in tax, legal, and business growth. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses tailor-made asset allocation models and combines fundamental and technical analysis to implement strategies consistent with client objectives.

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.

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.

Diane Ruiz is a financial advisor with Santander Securities LLC, holding a Series 66 credential and 24 years of industry experience. Her work history includes positions at Santander Bank, LPL Financial LLC, Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Company, and HSBC Bank USA N.A. Outside of her advisory role, she owns a rental property in New Windsor, NY. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides investment management primarily via the FMAX wrap-fee platform with strategies implemented by third-party discretionary managers.

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. with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill Lynch Pierce, Fenner & Smith, and Valic Financial Advisors. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a combination of analytical approaches and third-party money managers to construct client asset allocations.

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.

Andre Murillo is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with Santander Securities, Santander Bank, and JPMorgan Securities throughout his career. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm supports over 10,800 client relationships with approximately $3.14 billion in regulatory assets under management.

Brian Cody is a CFP® professional with 25 years of experience in the financial services industry. He is affiliated with LPL Financial and has held roles at several firms, including Wealthcare Advisory Partners LLC, Private Advisor Group, and Carson Wealth Management Group. In addition to his advisory work, Cody volunteers as a VITA Advanced Tax Preparer with United Way. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

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.

Maria Tychi Kefalas is a financial advisor at Santander Securities LLC with 34 years of industry experience. She holds the Series 63, Series 66, and Series 65 licenses. Her prior work includes roles at Cetera, Investors Bank, LPL Financial, and HSBC Securities (USA) Inc. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across around 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Joseph Mangano is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and Essex National Securities, LLC. Outside of finance, he owns Expose Your Media Inc., an advertising business focused on scriptwriting and film production. 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 offers investment advisory services, portfolio management via wrap-fee programs, and access to securities-based lending and insurance products, primarily serving retail investors through multiple managed account strategies implemented by third-party managers.

Christopher Lester is a financial advisor with Simplicity Wealth, holding the ChFC® designation and Series 63 license, and has 15 years of industry experience. He has worked at various firms including Producer Partners Group, Retirement Wealth Advisors, and Regal Investment Advisors. Outside of his advisory roles, Lester is involved in a tax preparation business and a photography company where he advises on marketing and website strategies. Simplicity Wealth serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach with ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring, as well as technology and operational support services for other advisers.

Craig Margolies is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Aegis Capital Corp and Garden State Investment Advisory Services, LLC. He is based in Holmdel, NJ. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and utilizes a variety of investment strategies with a notable focus on international investing.