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 in Roselle Park, NJ, holding Series 65 and Series 66 designations and 26 years of industry experience. His prior work includes roles at NewBridge Securities Corporation, Kovack Advisors, SCF Investment Advisors, National Securities Corp, and Ameriprise. Outside of his advisory work, he serves as volunteer president of Roselle Park Hometown Heroes and volunteer treasurer for Boy Scout Troop 58 in Roselle Park, and he has held trustee and lay servant positions at the Roselle Park Community United Methodist Church. Nfsg Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary asset management, model portfolios, and third-party asset manager selection, utilizing a variety of investment styles and internal resources to support its advisors.

Alex Boatman is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones and Stifel Nicolaus & Co Inc before joining A.G.P. in 2021. Outside of his advisory role, he serves as Vice President of Membership Review for Business by the Bay, a networking group. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional investors through a multi-team platform. The firm offers a range of discretionary and non-discretionary portfolio management services, emphasizing international investing and managing pooled vehicles alongside brokerage and financial product distribution.

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.

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 in Bedminster, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior career includes 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 serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

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 at Gladstone Wealth Partners with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, LPL Financial, and MetLife/Brighthouse Financial. Outside of his advisory role, he is employed with Abound Health and is involved with a basketball-related organization called Yes, I Can Basketball. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Anthony Caruso is a financial advisor with Gladstone Wealth Partners, holding a Series 63 designation and bringing 43 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. from 2013 to 2020, and he has been with Gladstone Wealth Partners and LPL Financial since 2020. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment strategies including individual equities and bonds, mutual funds, ETFs, alternative investments, and tax-managed strategies.

Stephen Tomkins is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Oppenheimer & Co. Inc and Janney Montgomery Scott. Outside of his advisory work, he umpires and referees baseball and football games for the New Jersey State Interscholastic Athletic Association. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and brokerage services.

Nilos Sakellariou 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, Glen Eagle Wealth, Arete Wealth Advisors, and Arete Wealth Management. Outside of advisory work, he is a licensed insurance agent providing reviews, advice, and sales of fixed life and long-term care insurance products. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and management of pooled-vehicle accounts.

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.

Manish Shah is a financial advisor at Fortis Capital Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Horizon Advisors LLC for nine years. Outside of advising, Mr. Shah is involved in multiple business activities including real estate management, venture capital advising, and serving on the board of advisors for the Yale Jackson School of Global Affairs. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized, primarily discretionary portfolio management and financial planning services, utilizing a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors.

Michael Dugan is a financial advisor with Private Client Services, LLC in Raritan, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Private Client Services since 2010. Outside of his advisory role, he is involved in youth sports coaching, serving as a head coach for both boys’ and girls’ basketball programs and as treasurer for a local youth lacrosse club. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers a range of implementation platforms, including discretionary and non-discretionary management options.

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.