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.

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. In addition to his advisory role, Feeney serves as a Group Relationship Manager at Bergin Agency, focusing on building and maintaining relationships with employer-sponsored retirement plans. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various models and emphasizes a fiduciary role with tailored investment approaches supported by an in-house Investment Management & Research team.

Jerry Aroneo is a financial advisor with Wealthcare Advisory Partners LLC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Wealthcare in 2024, he spent seven years at CITIGROUP. Aroneo is also involved in insurance sales on a limited basis. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach utilizing patented software and behavioral economics frameworks, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Rodger Thomas is a financial advisor with Nfsg Corporation based in Roselle Park, NJ, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Newbridge Securities Corporation and multiple other firms during 2010 to 2018. Outside of his advisory work, he serves as volunteer president of Roselle Park Hometown Heroes and is involved with Boy Scout Troop 58 as a volunteer treasurer and adult leader, as well as participating in church finance and trustee roles. Nfsg Corporation provides investment advisory and financial planning services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, wrap-fee programs, and access to third-party asset managers, employing diversified portfolio construction and continuous account monitoring.

Alex Boatman is a financial advisor at A.G.P. / Alliance Global Partners with 14 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Nicolaus & Co Inc and Edward Jones. Outside of his advisory role, he serves as Vice President of a local networking group, Business by the Bay. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and plan sponsors, providing portfolio management, financial planning, and investment banking services. The firm emphasizes international investing through its EPC Advisors Group and maintains active brokerage and product-distribution activities beyond standard advisory services.

Peter Savva is a financial advisor at Leo Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked in disclosure monitoring at Olden Lane Securities, LLC. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients by offering portfolio management, financial planning, model portfolio management, fiduciary services, and consulting. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies and utilizes a combination of internal and third-party resources to construct diversified, risk-tiered allocations.

Pablo Benavides Palma is a financial advisor at Santander Securities LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities since 2022, with prior experience at Santander Bank, NA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and delivers investment advice through a managed-account platform featuring third-party investment managers and discretionary account management.

Gyssel Materon Arboleda is a financial advisor at Santander Securities LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Santander Securities and Santander Bank since 2018. Outside of finance, he operates G.Materon Photography LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across some 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.

Cornelius O'Reilly is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds Series 63 and Series 65 licenses and has a legal background, having worked at The O'Reilly Law Firm PLLC and LoPresti & O'Reilly LLP. Outside of advising, he owns Summit Estate Planning Group, PLLC, a law firm focused on estate planning and trust administration. Integrity Advisory Solutions serves individual, high-net-worth, trust, estate, and business clients through a network of approximately 100 independent advisors managing around $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and uses various analytical and asset-allocation strategies supported by multiple third-party platforms.

Max Mintz is a financial advisor at Vanderbilt Advisory Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017, following a year at Sagepoint Financial, Inc. Mintz has served as a consultant providing expert guidance on the Independent Broker/Dealer space and is an independent life insurance agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, utilizing a strategic asset allocation approach combined with fundamental, technical, and charting analysis. Vanderbilt’s integration with retirement-plan and benefits firms, along with its affiliated broker-dealer and multiple platform options, distinguishes it within the enterprise advisory sector.

Jack Casey is a financial advisor at Pinnacle Associates, Ltd. He holds a Series 65 designation and joined the firm in 2024. Prior to his current role, he spent five years at Providence College. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. Founded in 1984, the firm manages approximately $9.9 billion in discretionary assets and employs a fundamental, bottom-up investment approach across a range of equity strategies, tailoring allocations to client objectives and offering socially responsible overlays on request.

Evan Baldwin is a financial advisor with Gladstone Wealth Partners and holds Series 63 and Series 65 credentials. He has 21 years of industry experience, including 12 years with Prudential Insurance Company of America and Pruco Securities, LLC. Baldwin also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize various strategies, third-party managers, and technology to serve clients.

Joseph Petracca is a financial advisor at Santander Securities LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities, Santander Bank, Bank of America, and Merrill. Santander Securities LLC provides investment advisory and related services to a broad mix of clients, including individual investors, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with oversight and reporting supported by its clearing custodian.

Eric Mangold is a financial advisor at Summit Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Minnesota Life Insurance Co, Securian Financial Services Inc, Allied Wealth Partners, and First Allied Advisory Services. Outside of his advisory role, he volunteers with the Leukemia and Lymphoma Society. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers investment advisory and portfolio management services through both discretionary and consultative platforms, alongside financial planning and retirement plan advisory.

Derren Burse is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work includes roles at Charles Schwab, MetLife/Brighthouse Financial, and Crump Life Insurance Services. Outside of financial advising, he is involved with Yes, I Can Basketball in Cornelius, NC. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent adviser representatives who utilize various strategies and third-party resources to manage client accounts.

Anthony Caruso is a financial advisor with Gladstone Wealth Partners holding a Series 63 designation and 42 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. from 2013 to 2020 and concurrent affiliation with LPL Financial since 2020. Caruso also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and monitor accounts, utilizing third-party managers and model portfolios, with capabilities in ERISA advisory roles for qualified plans.

Stephen Tomkins is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He worked at Oppenheimer & Co. Inc for ten years prior to joining Alliance Global Partners in 2026. Outside of his advisory role, Tomkins umpires and refers baseball and football games for the New Jersey State Interscholastic Athletic Association. A.G.P. / Alliance Global Partners is a multi-team firm serving individuals, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan services, combining in-house management with third-party managers and employing an open-architecture approach with an emphasis on international investing.

Nilos Sakellariou is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been affiliated with Alliance Global Partners since 2025 and has prior experience with Arete Wealth Management LLC and Arete Wealth Advisors LLC dating back to 2011. He is also a licensed insurance agent providing fixed and long-term care insurance products. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, providing portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through specialized strategies and combines advisory recommendations with brokerage and insurance products.