Brian Macellara is a CFP® professional with one year of experience at CW Advisors, LLC. He previously spent nine years at Delta Financial Group, Inc. 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, charitable organizations, and institutional investors, using a Core-and-Satellite investment approach that combines active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Thomas Haire Jr. is a financial advisor at AlphaCore Capital LLC with 19 years of industry experience. Prior to joining AlphaCore in 2026, he spent 34 years at Brave Asset Management, Inc. AlphaCore Capital LLC is an independent wealth advisory firm with roughly 70 advisors managing about $13 billion for individuals, entities, and institutional investors. The firm offers comprehensive financial planning and investment management, emphasizing multi-asset portfolios that include alternative investments alongside traditional equities and fixed income.

Jennifer Hoffman is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and PNC Investments. Hoffman also provides investment advisory services through an independent firm, Gladstone Institutional Advisory LLC. 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 and financial planning, employing a variety of investment approaches that include individual securities, mutual funds, alternatives, and tax-managed strategies.

Mark Swingle is a CFP® with 30 years of industry experience, currently serving at Merit Financial Advisors since 2024. His prior roles include positions at Prospect Capital Services, Kestra Financial Services, and Massachusetts Mutual Life Insurance Company. He is a board member of the Westfield Area YMCA, where he also chairs the Property and Investment Committees. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through a combination of internal investment teams and third-party managers, offering both discretionary and non-discretionary accounts.

Mark Spooner is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at Simplicity Wealth and has previously held roles at firms including The Leaders Group Inc, Investacorp Inc, and Securities America, Inc. He is also involved with the Simplicity Group as a Senior Planning Specialist focusing on life insurance support. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, providing a range of advisory and managed account services combined with technology and operational support for other advisors.

David Cottam is a financial advisor with Cary Street Partners in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at National Wealth Management, LLC and Citigroup Global Markets. Outside of advisory work, he is the managing member of Equator Holdings, LLC, an investment holdings company focused on debt collection activities. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance companies.

Yun Ze Feng is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. Prior to joining Santander in 2022, he worked at Key Investment Services and MUFG Union Bank. Feng is also the Chief Operating Officer and co-owner of Finwise Tech, LLC, a firm focused on developing a digital platform to streamline referrals. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to various financial products. The firm delivers investment management primarily through the FMAX wrap-fee platform, leveraging third-party discretionary managers and maintaining an affiliated banking relationship.

Anthony Rossi is a financial advisor at Simplicity Wealth with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at The Leaders Group Inc and in various roles outside finance, including positions at NYU College of Dentistry, Mount Sinai’s Ichan School of Medicine, and UNICEF. Rossi is also involved with Simplicity Group as a Senior IR Analyst and IT support. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management alongside technology and operational services for advisers.

Tori Benjamin is a CFP® professional with 12 years of experience in financial advisory services. She has worked at CW Advisors, LLC since 2025 and previously spent eight years at Delta Financial Group, Inc. and one year at NPA Asset Management, 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, estates, and institutional clients, employing a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Joseph Macellara is a CFP® with 13 years of industry experience, currently serving as an advisor at CW Advisors, LLC since 2025. Prior to this, he spent 34 years with Delta Financial Group, Inc. He is also a partner in 37 Stonehouse LLC, a real estate business. CW Advisors, LLC is a multi-team registered investment adviser managing roughly $15 billion in assets for individuals, families, trusts, charitable organizations, and institutional clients. The firm employs a Core-and-Satellite investment approach, combining a variety of active, passive, strategic, quantitative, and ESG strategies across multiple asset classes, and offers a range of wealth management, financial planning, portfolio management, and sub-advisory services.

Marcel Hillary Smith is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. He has been with Santander Securities since 2013 and is also associated with Santander Bank, NA since 2012. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in assets under management, offering investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning. The firm provides access to various investment strategies and maintains affiliated banking relationships integrated with its advisory services.

Mark Chioda is a Series 65–licensed advisor at Tucker Asset Management LLC with six years of industry experience. He has worked at Tucker Asset Management since 2019 and previously was with Strategic Retirement Solutions, LLC. Outside of his advisory role, he operates as an independent insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation process to manage portfolios across various strategies, including alternative investments, and delivers services through a network of independent investment adviser representatives.

Joseph Marrocco is a Certified Financial Planner® with 12 years of industry experience. He is currently with CW Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Delta Financial Group, Inc., Strategic Advisers, Inc., and Fidelity Brokerage Services 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, charitable organizations, and institutions, employing a Core-and-Satellite investment framework that combines various active and passive strategies across multiple asset classes.

Francis Milo is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Latitude Advisors and GWN Securities since 2010 and also operates the Frank G. Milo Insurance Agency, where he offers a range of individual and group insurance products. Latitude Advisors serves both individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of internally managed valuation and momentum models along with third-party strategies to manage client portfolios, typically on a discretionary basis.

Francis Gargano is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. He previously worked at Concourse Financial Group Securities Inc and Ameritas Investment Corp. Gargano is also the president and owner of Financial Independence Network LLC, where he provides insurance and investment product sales and advisory services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, incorporating modern portfolio theory and other analytical methods.

Joseph Napolitano is a financial advisor at Gladstone Wealth Partners with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Marshall & Sterling Wealth Advisors, and National Securities Corp. Napolitano is also involved with Gladstone Institutional Advisory, providing investment advisory services through an independent advisory firm. 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 access to various investment strategies, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Robert Bucher is a financial advisor at Silvercrest Asset Management Group LLC with 23 years of industry experience. He has been with Silvercrest since 2015 and holds the Series 63 designation. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies alongside outsourced CIO, due diligence, and quantitative risk analytics, tailoring portfolios to individual client objectives.

Wayne Howell is a CFP® professional with 23 years of industry experience, currently affiliated with CW Advisors, LLC. He has a background that includes 13 years at Delta Financial Group, Inc. and operates an accounting and tax practice as a CPA. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a diverse client base including individuals, families, trusts, charitable organizations, and institutions. The firm utilizes a Core-and-Satellite investment approach combining active and passive strategies across multiple asset classes and offers wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

Timothy Checko is a financial advisor at Realta Investment Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Merrill and LPL Financial LLC. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and implements strategies using diversified asset allocation, operating the NOVA platform and various third-party manager programs.

Todd Engmann is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Oppenheimer, Morgan Stanley, Citigroup Global Markets, and Ameriprise Advisor Services. Outside of his advisory role, he owns a business selling handcrafted earrings and serves as executor of an estate. Cary Street Partners provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a wide range of investment options and proprietary strategies, with a focus on serving institutional niches such as state and municipal government entities and insurance companies.