Anibal Guerrero Russo is a CFP® professional at Kintra Wealth, LLC with five years of industry experience. He has held roles at several firms, including Premier Path Wealth Partners, Peapack Private Bank & Trust, and Rockwood Wealth Management. Russo is also a silent partner in a family-owned handyman business. Kintra Wealth serves a diverse client base, including individuals, families, and institutions, offering integrated wealth management and financial planning services with a model-driven investment approach that emphasizes tax efficiency and customized portfolio management.

Tucker Sandercock is a financial advisor at Merit Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Chatham Wealth Management and Wells Fargo Clearing Services, LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation with both internally managed and third-party strategies, offering a range of account options and investment customization through its network of advisers.

Bernadette Strout is a CFP® with 22 years of industry experience, currently serving as an advisor at Prosperity Capital Advisors. Her prior roles include positions at Cetera and First Allied Securities. In addition to her advisory work, she provides financial education as an instructor with Kaplan. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and supervises portfolios using core and specialized models from providers like BlackRock, Dimensional, and Vanguard.

Richard Lewis is a financial advisor with Capital Analysts, holding a Series 66 designation and 30 years of industry experience. He has been associated with Lincoln Investment since 2012 and has an ongoing role with Kim Financial Group since 2002. Outside of advisory work, he is involved in benefits consulting for public sector employees and is a co-owner of a real estate partnership. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and its in-house investment management team.

Kevin Roche is a financial advisor at Leo Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Capital Management and LHT Consultants. Outside of his advisory role, he serves as an adjunct professor at Drexel University and is Deputy Mayor and Commissioner responsible for Revenue and Finance in the Borough of Haddonfield. Leo Wealth serves high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

Peter Gellman is a financial advisor at Belpointe Asset Management LLC with 22 years of industry experience. He previously worked at Palmerston Group Advisors LLC for 28 years and is a managing member of Palmerston Group, L.P. and Palmerston Group Indemnity Solutions, L.L.C., firms affiliated with his prior employer. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a range of advisory and administrative services.

Kevin Cave is a financial advisor at Santander Securities LLC with 10 years of industry experience. He holds a Series 66 designation and has worked within the Santander organization since 2016. Outside of his advisory role, he serves as Treasurer of the Great Dane Club of Raritan Valley, a local dog club. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products, primarily leveraging third-party discretionary managers and the FMAX wrap-fee platform.

Jenica Roffina is a financial advisor at Kintra Wealth, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked for Commonwealth Financial for 12 years. Outside of finance, she owns Sea Change Fitness, a personal training business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and account integration.

Matthew Cilento is a financial advisor at Chelsea Advisory Services, Inc. with four years of industry experience. He previously worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. from 2021 to 2024. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm focuses on a fundamental, long-term investment approach with diversified portfolios and generally manages accounts on a discretionary basis.

Daniel Bodnar is a financial advisor at A.G.P. / Alliance Global Partners with four years of industry experience. He holds the Series 66 designation. Prior to joining Alliance Global Partners in 2026, he worked at Edward Jones for four years and has held positions in several companies including GE and various pharmaceutical firms. 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. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services across its multi-team platform.

Edward Ruja is a financial advisor at Simplicity Wealth with Series 66 credentials and has been in the industry since 2026. Prior to joining Simplicity Wealth, he held positions at several firms including Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, his work history includes roles in the service industry and country club management. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside managing a TAMP platform with model portfolios and third-party managers.

Kevin Lynch is a financial advisor with First Heartland Consultants, Inc., holding Series 63 and Series 65 registrations with 22 years of industry experience. He has worked with several firms, including First Heartland Capital, Trinity Enterprise Solutions, Westminster Wealth Management, and American Prosperity Group. In addition to his advisory roles, Lynch is involved with Healing To Wellness, a physical therapy business, and serves as an officer and director for the Society For Financial Awareness, a nonprofit organization focused on financial education, as well as the Montgomery/Rocky Hill Rotary. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management (TAMP) services, and a model-based self-directed brokerage account (SDBA) program, delivering advisory services through independent representatives using a range of analytic and asset-allocation techniques.

Kevin Talty is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Robertson Stephens Wealth Management since 2019. His prior roles include positions at Blue Blaze Financial Advisors, Lighthouse Financial Advisors, and The AYCO Company, L.P./Mercer Allied. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of December 31, 2024.

Tracy Hummel is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 22 years of industry experience. She has been associated with John Hancock and its related entities since 2005 and has also worked with Manulife Asset Management since 2012. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to produce written recommendations, primarily focusing on asset allocation, retirement, and estate planning, and serves a large client base through a technology-assisted model.

Jeanpaul Skovronck is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Alexander Capital since 2012 and has maintained a long-term business presence since 2003. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients, using a combination of proprietary technical analysis and fundamental review within a top-down, asset-allocation framework. The firm employs discretionary management, sub-advisers, and model portfolios while utilizing third-party platforms for execution and custody.

Jitender Gidwani is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors, Inc. and Equitable Advisors. Outside of his advisory role, he serves as a board member at Gulf Atlantic Bank. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party programs.

David Severe is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 65 designation. He has one year of experience in the financial industry and a prior career of over two decades at AT&T. Main Street Financial Solutions serves a broad client base, including individuals, pension plans, trusts, and business entities. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while offering ERISA fiduciary consulting and managing held-away accounts through third-party platforms.

Reuben De Almeida is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Bank of America N.A., Merrill, Pruco Securities, and The Prudential Insurance Company of America. He is currently based in Scotch Plains, NJ. 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 through wrap-fee programs, and access to securities-based lending and insurance products, primarily onboarding retail investors through its FMAX wrap-fee platform and third-party discretionary managers.

Joseph Palermo is a financial advisor with Chelsea Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. His work history includes roles at Chelsea Financial Services, Palermo Insurance Agency, Crestline Investors, and Alta Park Capital. He also has prior experience in education, having worked at Penn State University and Poly Prep Country Day School. Outside of advisory work, he operates the Palermo Insurance Agency, which focuses on insurance sales. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services primarily to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios with discretionary authority and integrates closely with an affiliated broker-dealer and custody platform.

Jeffrey Crystal is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Morgan Stanley, Prudential Insurance Company of America, and BrookeReed Consulting. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds investment approach, combining ETFs, mutual funds, and individual securities, while providing advisory services alongside operational technology solutions and a third-party asset management platform.