Bradley Repinsky is a financial advisor at SEIA with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and its affiliated entities for a decade before joining SEIA. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and an Investment Committee, offering both discretionary and non-discretionary managed-account programs.

Justin Calderon is a financial advisor with Santander Securities LLC, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has worked at Santander Securities and Santander Bank since 2018 and previously spent two years at People's United Bank and one year at International Home Care Services. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and additional financial products, utilizing third-party discretionary managers and maintaining oversight through its multi-team structure.

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 at Simplicity Wealth with 14 years of industry experience. He holds the Series 66 designation and has previously worked with firms including C2P Capital Advisory Group and One Team Financial. In addition to his advisory role, he is involved in business health insurance services as a registered insurance agent. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its managed account platform.

David Pasi Jr. is a financial advisor at CW Advisors, LLC with one year of industry experience. He previously worked at Delta Financial Group, Inc. for 14 years. Outside of his advisory role, he serves as treasurer and property manager for Bambino Properties LLC and manages private equity investment opportunities as a manager of 7103 Lily Way LLC. CW Advisors serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities, providing wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach utilizing a combination of active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services to other independent advisers.

Jeffrey Costello is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Leaders Group Inc and C2P Capital Advisory Group. Outside of advisory work, he owns and operates an employee benefits insurance agency that provides group health and dental insurance programs to companies. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios managed with ongoing monitoring and rebalancing. It also offers technology and operational support for other advisers through a managed account platform.

Richard Callison is a financial advisor at Virtue Capital Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lifemark Securities Corp., Tribal Capital Markets, LLC, and Red Oak Wealth Management. Outside of advisory roles, he serves as an independent insurance agent involved in the sales and service of life, group health, and accident insurance products, and is secretary of Shenandoah Hospitality Group, Inc. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs strategic, tactical, and dynamic investment strategies using mutual funds and ETFs, supported by quantitative models and an investment committee that oversees third-party manager due diligence.

Ronald Vanhorn is a financial advisor with Private Client Services, LLC, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Private Client Services since 2010. Outside of his advisory role, he is involved in community organizations including serving as a board member of the Concord Ridge Homeowners Association and volunteering with the Flemington Lions Club. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing over $1 billion across more than 3,200 client accounts.

Joshua Joffe is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Revolve Wealth Partners, LLC and Altfest Personal Wealth Management. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to deliver customized investment plans.

Dennis Karpenko is a financial advisor with RMR Wealth Builders, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining RMR Wealth Builders in 2020, he worked at Calton & Associates, Inc. and Assured Guaranty. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets and serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement strategies on discretionary or non-discretionary bases.

Nicholas Thompson is a CFA® charterholder with seven years of industry experience. He currently works at Beacon Trust and has prior experience at CNR Securities, Hartford Funds Distributors, Villanova University, and JPMorgan. Outside of his advisory role, he personally manages two rental properties. Beacon Trust offers financial planning, discretionary portfolio management, and trustee services to individuals, trusts, pension, and charitable entities, managing over $4 billion in assets. The firm utilizes an open-architecture investment platform that includes in-house and third-party strategies, with a focus on tax efficiency and customized fixed-income portfolios.

Louis Russo is a financial advisor at Beacon Trust in Morristown, NJ, holding a Series 66 designation with three years of industry experience. He previously worked at Truist Investment Services, Inc. and PNC Bank, where he spent over a decade in total. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm uses an open-architecture investment platform combining in-house strategies, factor-based and ETF model portfolios, and monitored independent managers, with a focus on tax awareness and customized fixed-income portfolios.

John Strout II is a financial advisor with Prosperity Capital Advisors, holding a Series 65 designation. He has one year of industry experience, including prior roles at Sailwinds Financial Strategies, Inc., Key Motors of South Burlington, and the U.S. Department of the Army. Prosperity Capital Advisors is an SEC-registered firm serving a diverse client base that includes individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, utilizing suites from providers such as BlackRock, Dimensional, and Vanguard, and offers separately managed accounts and retirement plan services.

Ira Goldberg is a financial advisor at Perigon Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Vanderbilt Securities, LLC, Triad Advisors, Inc., and Gitterman Wealth Management, where he continues to be involved. Goldberg is also a licensed insurance agent, engaging in insurance sales and implementation on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting formal reviews at least annually.

Ryan Corcoran is a financial advisor at Leo Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Leo Wealth, he worked at Private Advisor Group and has held roles outside the financial sector, including positions at Ted's Restaurant & Bar and PGA Superstore. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, offering a range of services including portfolio management, financial planning, and fiduciary consulting. The firm employs a combination of ETF-based core and thematic models along with systematic single-stock strategies to construct diversified, risk-tiered portfolios.

John Donoso is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Newbridge Financial Services Group Inc., NewBridge Securities Corporation, and Cetera Advisors LLC. Outside of advisory work, he is involved in consulting to facilitate buyer-side commercial and industrial real estate transactions. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm constructs customized portfolios using a variety of investment strategies and often employs third-party managers, offering both discretionary and non-discretionary account services.

Steven Sergio is a financial advisor with RMR Wealth Builders, Inc. in Montclair, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at RMR Wealth Builders since 2014 and was also associated with Calton & Associates, Inc. from 2014 to 2022. Outside of his advisory role, he is a member of Wealth Builders Ventures OC, LLC, an entity formed for investment in Orange Comet. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management.

Timothy Davis is a financial advisor at Kovack Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2018, following prior roles at SCF Investment Advisors and National Securities Corp. Outside of his advisory role, he is president of Davis Global Inc., a web design and IT consulting business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and financial institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Patricia Hall is a CFP® professional with 22 years of industry experience. She has been with Beacon Investment Advisory Services, Inc. since 2015. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in regulatory assets and offers an open-architecture investment platform that emphasizes a risk-first framework, tax-aware management, and customization across equity, fixed income, and separately managed accounts.

William Lefkowitz is a financial advisor at NFSG Corporation with 40 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including National Securities Corp., B. Riley Wealth Management, and Aegis Capital Corp. NFSG Corporation provides investment advisory and financial planning services to a broad range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers diversified portfolio construction with equities, ETFs, mutual funds, and fixed income, supported by internal portfolio management and third-party asset managers employing various investment styles.