Charles Duryee is a financial advisor at Leo Wealth, LLC with five years of industry experience. He holds the Series 65 designation and has worked at Wilmington Trust and Simon Quick prior to joining Leo Wealth. Duryee’s background also includes four years at Bucknell University. Leo Wealth, LLC serves individuals—including high-net-worth clients—trusts, foundations, pension and profit-sharing plans, and corporate clients. The firm offers portfolio management, financial planning, and fiduciary services, utilizing a combination of ETF-based core and thematic models alongside single-stock systematic strategies to construct diversified, risk-tiered allocations.

Kenneth Quarnaccio is a financial advisor at Perigon Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors Inc. In addition to his advisory role, he is involved in insurance sales through Simplicity Group. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing oversight of sub-advisors and wrap-fee programs.

Peter Knapp is an advisor at RMR Wealth Builders, Inc. with a Series 65 credential and one year of industry experience. Prior to joining RMR Wealth Builders, he held roles at the New York Athletic Club, New York Jets, River Operating Company, State Farm, and Temple University. RMR Wealth Builders is a multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, and specialist advisory options including annuity management and digital asset programs.

Matthew Mc Cormack is a financial advisor at Simplicity Wealth with a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Enterprise and The Prudential Insurance Company of America. He also works as an accounting intern at Monmouth Ocean Education Services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers.

Keith Lester is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors, Inc. and Ethos Technologies. Outside of his advisory work, he is involved in a personal business conducting streaming on Twitch. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients. The firm offers advisory services including financial planning, portfolio management, and retirement plan services, typically using a fund-of-funds approach with ETFs, mutual funds, and select individual securities, combined with technology and operational support for other advisers.

Jeffrey Gitterman is a financial advisor with Perigon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, Triad Advisors, Inc., Beyond Success Consulting, and Voya Financial Partners, LLC. He serves on the board of the Children's Health Institute, advising on fundraising for nonprofit research. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing monitoring, with a notable role in sponsoring and managing wrap programs and servicing banking and thrift institutions.

Patrick Daly is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 licenses with 33 years of industry experience. His prior firms include Stifel Nicolaus & Co Inc and Janney Montgomery Scott. He also provides annuity and insurance products through LaSalle St. Insurance Services. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages both discretionary and non-discretionary programs, with a notable emphasis on non-discretionary asset management.

Nicholas Iarrobino is a financial advisor with Chelsea Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Chelsea Financial Services since 2019 and previously at Regulus Advisors from 2015 to 2019. Outside of his advisory role, he is a licensed insurance agent and is involved in managing multiple real estate partnerships and property management entities. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis.

Garrett Collins is a financial advisor at Kintra Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Warren Wealth Associates and Reynolds and Reynolds. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing 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 avoid duplicate holdings across accounts.

Joseph Russo is a financial advisor at RMR Wealth Builders, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RMR Wealth Builders since 2004, with prior experience at Calton & Associates, Inc. from 2012 to 2023. Outside of his advisory role, he serves as a director for HR Ease, LLC, a benefit administration platform, and is president and director of the From Tessa with Love Foundation, Inc., a nonprofit organization. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a range of advisory program options.

Christopher Vetrano is a financial advisor at Chelsea Advisory Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chelsea Financial Services since 2007. In addition to his advisory role, he is involved in life insurance with National Life Group and Innovative Underwriters and spends time meeting with clients about retirement income needs through CV Wealth Management. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis, and integrates its advisory services with an affiliated broker-dealer and custody platform.

Roseann Palermo is a financial advisor with Chelsea Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Chelsea Advisory Services in 2012, she has been associated with Johnjoseph Financial Group since 1996. Outside of her advisory work, she is the president and owner of Palermo Insurance Agency, where she is involved in insurance sales. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm typically follows a fundamental, long-term investment approach and manages diversified portfolios on a discretionary basis, with an emphasis on compliance and client-directed restrictions.

Russell Babiarz is a financial advisor at Arax Advisory Partners with three years of industry experience. He holds a Series 65 designation and previously worked at Transcend Capital Advisors and OneValley. Outside of his advisory career, he is the founder of Babz LLC, a social networking mobile app development project that he has been working on since 2019. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, employing a mix of traditional and alternative investments supported by AI tools and third-party analytics.

Bradley Repinsky is a financial advisor at SEIA with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Goldman Sachs Wealth Services. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical investment approaches and offers a range of services including portfolio management, financial planning, and retirement plan consulting.

Justin Calderon is a financial advisor at Santander Securities LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Santander Securities and Santander Bank since 2018, as well as at People's United Bank from 2016 to 2018. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across roughly 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Samantha Booth is a CFP®, ChFC®, and Series 66 licensed advisor with six years of industry experience. She currently works at Beacon Trust and previously held roles at Orange Investment Advisors, Bank of America, Merrill Lynch, Haymarket Wealth Management, Market Street Mission, and Drew University. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities with financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach focused on risk diversification, tax-aware management, and customization, and it maintains affiliations with a chartered trust company and a bank holding company.

Stephen Bene is a financial advisor with Simplicity Wealth, holding a Series 66 license and 14 years of industry experience. His prior roles include positions at The Leaders Group Inc, Prosperity Capital Advisors, Beneficial Wealth, and Merrill. He is also involved in business health insurance sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering advisory services combined with technology-driven solutions and a managed account platform featuring a multi-manager investment approach.

David Pasi Jr. is a financial advisor at CW Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Delta Financial Group, Inc. for 14 years. Outside of advising, he serves as treasurer and property manager for Bambino Properties LLC and is a manager involved in private equity investments at 7103 Lily Way LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, employing a Core-and-Satellite investment approach that integrates active, passive, quantitative, and ESG strategies across various asset classes.

Jeffrey Costello is a financial advisor with Simplicity Wealth in Summit, NJ, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior work includes roles at C2P Capital Advisory Group and Beneficial Wealth. Outside of advisory work, he owns and manages an employee benefits insurance agency that provides group health and dental insurance programs. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, and provides technology and operational solutions for other advisers through a managed account platform.

Richard Callison is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Lifemark Securities Corp., Tribal Capital Markets, LLC, and Red Oak Wealth Management, where he also serves as an independent insurance agent. Outside of financial services, he is secretary of Shenandoah Hospitality Group, Inc., which owns a hotel. Virtue Capital Management, LLC is a federally registered investment adviser serving a broad client base including individuals, trusts, estates, and institutions. The firm employs a multi-team model to deliver customized portfolio management, financial planning, and consulting services, utilizing tactical, strategic, and dynamic investment approaches.