Stephen Roth is a CFP® with 23 years of industry experience. He has been with Gladstone Wealth Partners since 2015 and also holds a role with LPL Financial, where he has worked since 2014. Roth’s other business activities include serving as a benefit consultant in the 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, utilizing a range of investment approaches at the representative level alongside platform-level due diligence performed by its Investment Committee.

Jeffrey Crystal is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Prudential Insurance Company of America, Morgan Stanley, and BrookeReed Consulting. 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 uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios and discretionary management alongside technology and operational support for advisers.

Richard Gustafson is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including C2P Capital Advisory Group and ONETEAM Financial. Outside of his advisory work, he serves as Assistant Director of Divorce Professionals of Ft. Lauderdale, a networking organization for professionals assisting individuals through divorce. Simplicity Wealth serves a wide range of clients, including individual investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, providing advisory services as well as technology and operational support for other advisers through its managed account platform.

Matthew Kasper is a CFP® professional with 16 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Cohn Financial Group. His background includes roles at Citigroup Inc. and PriceWaterHouseCoopers LLP. He is also involved as an insurance producer and consultant serving corporations, partnerships, and high-net-worth clients. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a network of independent firms. The firm offers a mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by a range of platform providers and sub-advisory arrangements.

Daniel Song is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors in Westfield, NJ. His prior experience includes roles at Westfield Financial Planning and Newbridge Securities. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, with oversight from a central Investment Management team and Investment Committee.

Angelo Coppolino is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Avantax Investment Services and 1st GLOBAL ADVISORS, Inc. In addition to his advisory work, he serves as a CPA at Moore Stephens, P.C. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified portfolios using mutual funds and ETFs tailored to client objectives and risk tolerance, supported by integrated tax, bookkeeping, and estate-planning services.

Hongwei Liu is a CFP® and Series 66 licensed advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He has held roles at Ni Advisors Inc and runs his own CPA practice providing accounting and tax services. Liu also serves as Vice President of Amerelite Financial Group LLC, a life and health insurance business. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process supported by proprietary software with an evidence-based investment approach that includes access to alternative investments and third-party managers.

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 experience in the financial services industry. He is affiliated with Capital Analysts and has held roles at Lincoln Investment Planning, Inc. and Biehl & Bergin Agency, Inc. since 1990. 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, retirement plans, trusts, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management, utilizing proprietary investment models and partnering with third-party managers to tailor client solutions.

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 an investment advisor representative at Perigon Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has prior roles at Vanderbilt Securities, LLC, Triad Advisors, Inc., and Gitterman Wealth Management. Hoffman is also involved in insurance services, designing insurance policies and annuity products through licensed agencies. 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 serves as sponsor and overseer of wrap and sub-advisor programs.

Michael Provine is a financial advisor with Cary Street Partners in Morristown, NJ, holding 24 years of industry experience. His prior roles include positions at Tradition Asset Management, Candor Wealth Advisors, and Tradition Capital Management LLC. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive process involving client profiling, allocation, manager selection, and ongoing monitoring, utilizing both third-party and in-house resources across a wide range of investment strategies.

Brian Nolan is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He has held positions at Summit Financial, Summit Equities, and Purshe Kaplan Sterling Investments. Nolan is licensed with Series 63 and Series 65 credentials. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through both discretionary and consultative platforms.

Victoria Stout is a financial advisor at Simplicity Wealth with four years of industry experience. She holds a Series 65 designation and has worked at Simplicity Wealth and Roseland Retirement Planning since 2021. Outside of advisory work, she is also an owner and insurance agent involved in insurance sales and is active as a residential real estate agent with Keller Williams Suburban Realty. 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 uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, while combining advisory services with technology and operational solutions for other advisers.

Philip Marchetti is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Gladstone Institutional Advisory, LLC and LPL Financial since 2016. Outside of his advisory work, he is involved with Crump, focusing on non-variable insurance. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and retirement plan consulting, with investment approaches tailored by individual representatives and supported by due diligence from its Investment Committee.

Theodore Cambilis is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with Circle Wealth Management, LLC since 2015. Circle Wealth Management is an independent, women-owned registered investment adviser specializing in customized wealth advisory, investment management, and family office services for high-net-worth individuals, multi-generational families, and related entities. The firm manages approximately $14.07 billion in assets across 73 client relationships and emphasizes coordinated estate, tax, insurance, and charitable planning alongside a broad range of investment strategies.

Patrick Bosworth is a Series 65 licensed financial advisor with 12 years of industry experience. He is currently with Sowell Management and also serves as a partner and financial advisor at Eagle Eye Advisors. His prior experience includes roles at XP Securities LLC, Minnesota Life Insurance Co, Allied Wealth Partners, Securian Financial Services Inc, and Giffen Solutions Inc. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm supports over 100 independent contractor advisors and employs multiple management styles, including strategic and tactical allocation and customized portfolio design.

Jay Ahlbeck is a financial advisor at Mariner Independent with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Mariner Independent and Kinney Munro Wealth Advisors in 2024, he worked at Planning Capital Management Corp. for 19 years. Outside of his advisory work, he oversees a hobby farm that produces hay, wood, and maple syrup. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services supported by institutional resources and affiliated investment relationships.

Yiorgos Georgeson is a CFP®, CFA®, and Series 65 credentialed advisor at AlphaCore Capital LLC with eight years of industry experience. He previously worked at Brave Asset Management, Inc. for nine years and has experience at Hall Capital Partners LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investment strategies alongside traditional equity and fixed-income, and offers services including tax preparation, trustee duties, and ERISA retirement plan advisory.