Brian Hoffman is a financial advisor with Gladstone Wealth Partners in Bedminster, NJ, holding a Series 66 license and 21 years of industry experience. He has worked with Gladstone Wealth Partners since 2016 and previously at PNC Investments. Outside of his advisory roles, he is also an author. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment solutions, financial planning, and retirement consulting, with investment approaches tailored and implemented at the representative level.

Christopher Noviello is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Vicus Capital, Inc. and has held roles at Cetera and Cetera Wealth Services, LLC. Outside his advisory work, he serves on the board of Grassroots Conservation, a nonprofit organization. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, using a range of discretionary and non-discretionary services. The firm employs a combination of fundamental and technical analysis across various model strategies and places particular emphasis on retirement-plan consulting and fiduciary services.

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.

Jared Savino is a financial advisor at Avantax Planning Partners, Inc. with four years of industry experience. He holds a Series 66 designation and also owns a CPA firm, Jared M Savino CPA PLLC, where he provides tax preparation, bookkeeping, payroll processing, and financial forecasting services for small businesses. His background includes roles at Cetera and multiple Avantax entities. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and provides tax-intelligent strategies, centralized trading, and account reviews, serving approximately 7,500 clients through a network of CPA firms and registered advisors.

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. in Matawan, NJ, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch Pierce, Fenner & Smith Incorporated, Dworetsky Financial, and Star Wealth Advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and investment approaches tailored to client goals, risk tolerance, and liquidity needs.

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.

Patrick Trombetta is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 66 designation. He has 10 years of industry experience with prior roles at 1st Global Advisors and Avantax-affiliated firms. Outside of his advisory work, he serves as the head varsity soccer coach at Trinity Hall School. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charities, and businesses. The firm operates primarily through a network of CPA firms and advisors, managing approximately $7.57 billion in assets for about 7,500 clients as of December 31, 2025.

Andre Murillo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Santander Securities LLC, Santander Bank, NA, JPMorgan Chase Bank, and JPMorgan Securities LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base that includes 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 discretionary account 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.

Deepak Alur is a financial advisor with M Holdings Securities, Inc. and holds Series 63 and Series 66 licenses. He has 27 years of industry experience and has worked at several firms including Madison & Main Advisors LLC, Atlas Advisory Group LLC, and Scher Financial Group. In addition to his advisory roles, he is a partner at Madison & Main Advisors and is involved in insurance and investment advising, as well as referring clients for fixed insurance products. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance-contract advisory services.

Maria Tychi Kefalas is a financial advisor at Santander Securities LLC with 34 years of industry experience. She holds Series 63, 65, and 66 licenses. Her career includes roles at Santander Bank, Cetera, People's United Bank, and Investors Bank. 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, and goal-based financial planning, primarily using third-party discretionary managers within multi-strategy platforms.

Joseph Mangano is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Santander Securities and Santander Bank since 2015. Outside of finance, he owns Expose Your Media Inc., an advertising business focused on script writing and film production. 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, with investment advice delivered through a managed-account platform that incorporates third-party managers and discretionary account management.

Christopher Lester is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include work with Eagle Team, Producer Partners Group, Retirement Wealth Advisors, and several other firms. Outside of advisory work, he is involved with Harley Madison Photography LLC, advising on marketing and website development. Simplicity Wealth serves a wide range of clients including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, supporting advisers with technology and operational services such as a private-label asset management software and a third-party model manager platform.

Craig Margolies is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Aegis Capital Corp from 2014 to 2021 before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, pooled vehicles, and charitable and retirement-plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and provides a range of advisory and brokerage products, including separately managed accounts and third-party manager programs.

John Feeney is a financial advisor with Capital Analysts in Cranford, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Lincoln Investment Planning for seven years and Axa Advisors, LLC for ten years. Feeney also serves as a Group Relationship Manager at Bergin Agency, focusing on employer-sponsored retirement plans. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and relies on an in-house Investment Management & Research team to guide investment decisions.