Elias Rauch is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 credential and 25 years of industry experience. He has previously worked at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors Inc. Outside of his advisory roles, he serves as a financial manager for the Congregation Beth Israel Foundation and is a member at large of the Brandeis University Alumni Association. 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 tolerances, often delegating day-to-day investment management to independent managers while retaining oversight.

Ernest Lubonja is a financial advisor with Santander Securities LLC, holding Series 66 and Series 63 licenses and two years of industry experience. His background includes roles at Santander Securities, Santander Bank, and Public Partnerships, LLC, where he also works as a consumer-directed personal assistant. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary managers and providing ongoing suitability and compliance oversight.

Michael Mortellaro is a financial advisor with Simplicity Wealth who holds Series 63 and Series 65 designations and has 30 years of industry experience. He has worked at Simplicity Wealth since 2021 and previously at GFPC/AssetMark from 2016 to 2021. Mortellaro also serves as Senior Vice President of Planning at Simplicity Group, where he is involved in investment and insurance business activities. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach primarily using ETFs and mutual funds, provides model portfolios with ongoing monitoring and rebalancing, and offers advisory services combined with technology and operational support for other advisers.

Ryan Gaynor is a financial advisor at Leo Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been with Leo Brokerage since 2020. Leo Wealth provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, along with third-party managers, to implement specialized investment strategies.

John Russo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes over a decade at Santander Securities, LLC and Santander Bank, NA, as well as recent roles with Cetera and Provident Bank. Outside of his advisory work, he is the sole owner of a rental property in Bushkill, Pennsylvania. Santander Securities LLC serves a broad retail client base of approximately 10,800 clients with $3.14 billion in regulatory assets under management. The firm offers investment advisory services and portfolio management through wrap-fee programs, including Fund Strategist, SMA, and UMA strategies, supported by third-party discretionary managers and oversight from the firm.

Jason Condon is a CFP® with 11 years of experience in the financial industry. He is currently with Perigon Wealth Management, LLC and has prior experience at Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. Outside of his advisory roles, he is involved with Vanderbilt Insurance Services in insurance sales on a limited basis. 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 day-to-day investment management to independent managers while maintaining oversight and conducting regular reviews.

Joshua Murray is a CFP® professional with 16 years of industry experience. He is currently with Kintra Wealth, LLC and previously spent 11 years at Commonwealth Financial Network and Tupler Financial. Outside of his advisory work, he serves as a coach for the Madison Girls Lacrosse team. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management and financial planning. The firm combines client interviews with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and portfolio construction, managing approximately $1.5 billion in discretionary assets.

Keith Nebel is a financial advisor at Capital Analysts with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Lincoln Investment Planning, Inc. since 2005. Nebel serves as a lieutenant in the New York City Fire Department and is a board member of a charitable organization supporting children affected by cancer and other childhood diseases. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, offering a range of portfolio management and advisory services supported by an in-house investment research team.

Susan Feeley is an advisor at Circle Wealth Management, LLC with 17 years of experience at the firm. She holds Series 65 and Series 63 designations. Circle Wealth Management is an independent, women-owned registered investment adviser serving high-net-worth individuals and multi-generational families, along with their related trusts, foundations, and endowments. The firm focuses on customized wealth advisory, investment management, and family office services, emphasizing coordinated estate, tax, insurance, and charitable planning.

Jeffrey Faller is a CFP® with 37 years of experience and is affiliated with Capital Analysts. He has worked at Lincoln Investment Planning Inc since 2008. Faller is a 50% owner of The Faller Company LLC, which is involved in life and health insurance sales and service. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house investment management team that uses proprietary screening tools and offers discretionary and non-discretionary portfolio management through various programs.

Joseph Bernheimer is a financial advisor with Snowden Capital Advisors LLC in Metuchen, NJ. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His prior work includes positions at Snowden Lane Partners, OSAIC, and SagePoint Financial, Inc. Outside of advising, he has operated as an independent insurance agent and manages a real estate/property management business through JNDE, LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing multi-team resources and institutional capabilities alongside a range of investment tools and third-party manager relationships.

Robert Maxson is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, TD Ameritrade, Belmont Capital Advisors, and Coppell Advisory Solutions. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture approach with a focus on international investing and combines in-house management, third-party money managers, and sub-advisers to implement discretionary and non-discretionary strategies.

Lisa Richmond is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and over 14 years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2006 to 2024 before joining LPL Financial, LLC in 2025. Richmond also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent adviser representatives who utilize various strategies and resources, including sub-advisers and model portfolios, to serve clients’ needs.

Kyle Saul is a financial advisor at Cary Street Partners with a Series 65 credential and one year of industry experience. Prior to joining Cary Street Partners, he worked at Transcend Capital Advisors and spent six years at Ford Motor Company. He holds a degree from Pennsylvania State University. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, utilizing both third-party managers and in-house resources across a range of traditional and opportunistic strategies.

Arnold Civins is a financial advisor at United Capital Financial Advisors with two years of industry experience. He holds a Series 65 designation and has a longstanding career in accounting, serving as a partner at Citrin Cooperman & Co. since 1981. His outside activities include providing accounting and tax-related services through Citrin Cooperman. United Capital Financial Advisors offers financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and provides a range of investment options, including ESG customization and access to third-party managers.

Pietro Passalacqua is a CFP® professional with 33 years of industry experience, currently serving as the principal advisor at Frontier Financial Planning & Capital Management, Inc. He has been with Frontier Financial Planning since 1999 and also holds roles at Creative Financial Designs, Inc. Outside of his advisory work, Passalacqua serves on the condominium association board for his office location in Hillsborough, NJ. Frontier Financial Planning & Capital Management is an independent registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management and modular financial planning, employing diverse investment strategies and providing regular client reporting and goal reassessment.

Michael Gabel is a financial advisor at Vicus Capital, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Hamel Associates, Inc. and Noviello Financial Group. In addition to his advisory role, he operates a CPA and consulting firm providing accounting and tax services. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Thomas Scarpaci Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Client One Securities, LLC, Ic Advisory Services Inc., and The Investment Center, Inc. Outside of advisory work, he is involved in energy conservation consulting as an officer and majority owner of Energy Solutions Group, Inc., and is a partner in several other business ventures including Financial Solutions Group, LLC; Captive Solutions LLC; and Tax Credit Genius LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers using a combination of project-based planning, ongoing asset management, and proprietary advisory platforms.

Anthony Acosta is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Santander Securities and Santander Bank since 2017 and previously at TD Bank. Outside of his advisory role, he is involved with Lake Mohawk Country Club. Santander Securities LLC serves a diverse client base including individual investors, corporations, charitable organizations, and retirement plans, offering wrap-fee advisory programs and financial planning services. The firm utilizes a managed-account platform with third-party investment managers and provides ongoing suitability reviews and compliance oversight.

Andrew Cilento is a CFP® with seven years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. He previously worked at Voya Investments Distributor, LLC, Voya Investment Management, and Cohen & Steers. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and select corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and integrating its services with an affiliated broker-dealer and custody platform.