Manish Shah is a financial advisor with Fortis Capital Advisors, LLC in Princeton, NJ, holding Series 63 and Series 65 credentials and having 12 years of industry experience. Prior to joining Fortis in 2022, he worked at Next Horizon Advisors LLC for nine years. Outside of his advisory role, he is involved in several investment-related ventures including serving as principal of Next Horizon WB LLC and advisor to the London Fund, as well as participating on the Board of Advisors for the Yale Jackson School of Global Affairs. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, retirement plans, and institutional clients, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies, including discretionary management and ESG options, and reported $1.615 billion in discretionary assets under management as of December 31, 2025.

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 Series 66-licensed financial advisor at Merit Financial Advisors with seven years of industry experience. He has worked at Merit since 2026 and previously at Chatham Wealth Management and Wells Fargo Clearing Services. His background also includes roles outside finance, such as with AMC Networks and the Department of the Army. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal Investment Management team and Committee.

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 Series 66-licensed financial advisor with Capital Analysts, based in Warren, NJ, and has 30 years of industry experience. He has worked at Lincoln Investment since 2012 and at Kim Financial Group since 2002. Lewis is involved in benefits consulting for public sector employees through his ownership in S.A.F.E. Information Services, LLC, and participates in real estate management as a co-owner of Tenth Street Partners. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, with a variety of portfolio options and access to third-party managers.

Kevin Roche is a financial advisor at Leo Wealth, LLC with 8 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Penn Capital Management and LHT Consultants. Outside of his advisory role, he serves as an adjunct professor at Drexel University and is an elected commissioner and deputy mayor handling revenue and finance for the Borough of Haddonfield. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients by providing portfolio management, financial planning, and fiduciary services. The firm employs a combination of ETF-based models and systematic stock selection strategies, utilizing internal models and third-party sub-advisors to manage diversified and risk-tiered portfolios.

Peter Gellman is a financial advisor at Belpointe Asset Management LLC with 21 years of industry experience. He has been with Belpointe since 2024 and concurrently serves at Palmerston Group Advisors LLC, where he has worked since 1997. Gellman is also a managing member of Palmerston Group, L.P. and Palmerston Group Indemnity Solutions, L.L.C., which provide investment and insurance services, respectively. Belpointe Asset Management serves a broad client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

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 with A.G.P. / Alliance Global Partners, holding a Series 66 designation and four years of industry experience. Prior to joining Alliance Global Partners in 2026, he worked at Edward Jones for four years and has experience in various roles at GE, Astellas Pharmaceuticals, Zoll, and Endo Pharmaceuticals. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture investment approach with a focus on international investing, offering portfolio management, financial planning, brokerage, and capital markets services.

Alexander Palumbo is a financial advisor at Ritholtz Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has been with Ritholtz Wealth Management since 2016. Outside of his advisory role, Palumbo is involved in fixed insurance sales. Ritholtz Wealth Management serves individual and institutional clients, offering portfolio management, financial planning, and retirement consulting. The firm uses a goal-based investment approach emphasizing asset allocation and behavioral finance, managing approximately $9.4 billion in client assets through both advisor-led and digital platforms.

Kevin Lynch is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners' Financial Services and Westminster Wealth Management. Outside of finance, 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 focused on financial education, as well as the Montgomery/Rocky Hill Rotary. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions delivered through a network of independent investment adviser representatives.

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.

Jitender Gidwani is a financial advisor at Arkadios Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gitterman Wealth Management and Triad Advisors. Outside of advisory work, he serves as a board member for Gulf Atlantic Bank. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed accounts, third-party money managers, and an internal portfolio team. The firm employs a mix of fundamental, technical, and cyclical analysis and acts as a fiduciary in retirement plan consulting.

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.

Denise Vecchione is a financial advisor at Gladstone Wealth Partners in Bedminster, NJ, with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2013 to 2020. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize a range of strategies, third-party managers, and technology to manage client portfolios and retirement accounts.

Joseph Palermo is a financial advisor with Chelsea Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. His prior work includes roles at Crestline Investors and Alta Park Capital, as well as positions in education at Penn State University and Poly Prep Country Day School. He is also involved in insurance sales through the Palermo Insurance Agency. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm typically manages diversified portfolios on a discretionary basis with a fundamental, long-term approach and integrates its advisory services with an affiliated broker-dealer and custody platform.