Mike Saul is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments, Transcend Capital Advisors, Bank of America, and Merrill. Outside of his advisory role, he serves as a board member of the Jewish Foundation of Somerset, Hunterdon & Warren County, NJ, and as a trustee for the Ocean View Condo Association. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes institutional niches such as state and municipal government entities and insurance companies.

Jitender Gidwani is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors, Inc. and Equitable Advisors. Outside of his advisory role, he serves as a board member at Gulf Atlantic Bank. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party programs.

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.

Thomas Trynin is a financial advisor at Simon Quick Advisors, LLC with 13 years of industry experience. He holds a Series 65 credential and previously worked at Red Hook Management, LLC for ten years before joining Simon Quick Advisors in 2022. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm combines private fund management, sub-advisory relationships, and integrated back-office offerings, including tax return preparation and bill-pay services.

Joseph Palermo is a financial advisor with Chelsea Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. His work history includes roles at Chelsea Financial Services, Palermo Insurance Agency, Crestline Investors, and Alta Park Capital. He also has prior experience in education, having worked at Penn State University and Poly Prep Country Day School. Outside of advisory work, he operates the Palermo Insurance Agency, which focuses on insurance sales. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services primarily to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios with discretionary authority and integrates closely with an affiliated broker-dealer and custody platform.

Stephen Roth is a CFP® with 23 years of industry experience. He is currently with Gladstone Wealth Partners and has held prior roles at LPL Financial, LLC and PRUCO Securities, LLC. Outside of advisory roles, he has served as a benefit consultant in the non-variable insurance sector. 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 using a broad range of investment approaches tailored at the representative level.

Jeffrey Crystal is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Morgan Stanley, Prudential Insurance Company of America, and BrookeReed Consulting. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds investment approach, combining ETFs, mutual funds, and individual securities, while providing advisory services alongside operational technology solutions and a third-party asset management platform.

Daniel Weitz is a CFP® with 14 years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2011. He holds a Series 65 license and is based in Morristown, NJ. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients, offering wealth management, investment consulting, financial and tax planning, and administrative services. The firm employs a diversified investment approach including unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, and provides integrated tax and back-office services.

Richard Gustafson is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Beneficial Wealth, C2P Capital Advisory Group, and M Holdings Securities. Outside of his advisory role, he is an Assistant Director of Divorce Professionals of Ft. Lauderdale, a networking organization supporting professionals assisting clients with divorce-related services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing as well as technology and operational support for advisers through its managed account platform.

Marina Ditommaso is a financial advisor with Arax Advisory Partners in Madison, NJ, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, and Fidelity Brokerage Services. She is also a co-founder of Ravello Intimates LLC, an online retail store. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses, offering wealth management, portfolio management, financial planning, and retirement consulting. The firm employs a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics, and manages accounts primarily on a fiduciary, asset-based basis.

Matthew Kasper is a CFP® certified financial advisor with 16 years of industry experience. He is currently affiliated with M HOLDINGS SECURITIES, Inc. and Cohn Financial Group, where he serves as a director and insurance producer, providing insurance consulting for corporations and high net worth clients. Kasper's prior experience includes roles at Citigroup Inc. and PriceWaterhouseCoopers LLP. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Daniel Song is a CFA® charterholder with 16 years of industry experience. He is affiliated with Merit Financial Advisors and has previously worked at Westfield Financial Planning, Newbridge Securities, and Merrill. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation and offers a range of investment management, financial planning, and retirement consulting services through a network of investment adviser representatives.

William Lalor is a CFP® professional at Simon Quick Advisors, LLC with 13 years of industry experience. He has been with Simon Quick Advisors since 2011. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diverse investment approach including unaffiliated independent managers, mutual funds, ETFs, affiliated private investment funds, and offers integrated tax and back-office services.

Matthew Nugent is a CFP® professional with 19 years of experience in the financial services industry. He has been with Chelsea Advisory Services, Inc. for 10 years and holds Series 63 and Series 65 registrations. Outside of his advisory role, Nugent is involved in fixed life insurance and fixed annuity sales through the Palermo Insurance Agency. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach with discretionary portfolio management, focusing on diversified holdings across equities, fixed income, mutual funds, and ETFs.

Juan Giraldo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes multiple roles within Santander Securities and Santander Bank, as well as positions at Provident Bank and Cetera Investment Services. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across around 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily onboarding retail investors with minimums such as $25,000 for its Fund Strategist programs.

Patrick Bergin is a CFP® with 36 years of industry experience, currently affiliated with Capital Analysts. He has worked with Lincoln Investment Planning, Inc. and Biehl & Bergin Agency, Inc. throughout his career. Outside of advising, he owns and manages an independent financial services office and is involved in health insurance referrals. 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 and retirement-plan advice through a nationwide network of independent advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Patrick Murphy is a CFP® with 16 years of industry experience, currently serving at Simon Quick Advisors, LLC since 2026. His prior roles include positions at Bessemer Trust and Bank of America, N.A. He holds the Series 66 designation. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax planning and compliance, and various administrative services. The firm employs a diversified investment approach that includes proprietary quantitative analysis, due diligence, and ongoing monitoring, managing accounts through both discretionary and non-discretionary strategies.

John Sharkey is a financial advisor with M HOLDINGS SECURITIES, Inc. holding CFP® and CFA® designations and has 22 years of industry experience. His prior roles include long tenure at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America, as well as positions at MassMutual and Equitable Advisors. Outside of his advisory work, he serves on the Finance Committee at the Church of Saint Leo the Great. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.

Edward Hoffman is a financial advisor with Perigon Wealth Management, LLC in Edison, NJ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. He is also involved in insurance sales and policy design through licensed activities with Vanderbilt Insurance Services, CEC Benefits, and Simplicity Group. Perigon Wealth Management provides 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 with regular monitoring and serves as both sponsor and overseer of wrap-fee programs and sub-advisor relationships.