Brian Cody is a CFP® professional with 25 years of experience in the financial services industry. He is affiliated with LPL Financial and has held roles at several firms, including Wealthcare Advisory Partners LLC, Private Advisor Group, and Carson Wealth Management Group. In addition to his advisory work, Cody volunteers as a VITA Advanced Tax Preparer with United Way. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Donato Cuttone Jr. is a financial advisor at Siebert AdvisorNXT, LLC with one year of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at iHeart Media and served in the U.S. Army. He is also involved with Cuttone Enterprises, LLC. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform that combines Modern Portfolio Theory-based ETF/ETN allocations with fundamental and technical strategies, offering both discretionary and non-discretionary portfolio management.

Nancy Brzozowski is a financial advisor with Prosperity - An EisnerAmper Company, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Financial Engines Advisors L.L.C., APW Capital, and Stratos Wealth Partners. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, employing both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Maria Tychi Kefalas is a financial advisor at Santander Securities LLC with 34 years of industry experience. She holds the Series 63, Series 66, and Series 65 licenses. Her prior work includes roles at Cetera, Investors Bank, LPL Financial, and HSBC Securities (USA) Inc. 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, goal-based financial planning, and access to securities-based lending and insurance products.

Joseph Mangano is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and Essex National Securities, LLC. Outside of finance, he owns Expose Your Media Inc., an advertising business focused on scriptwriting and film production. 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 via wrap-fee programs, and access to securities-based lending and insurance products, primarily serving retail investors through multiple managed account strategies implemented by third-party managers.

Christopher Lester is a financial advisor with Simplicity Wealth, holding the ChFC® designation and Series 63 license, and has 15 years of industry experience. He has worked at various firms including Producer Partners Group, Retirement Wealth Advisors, and Regal Investment Advisors. Outside of his advisory roles, Lester is involved in a tax preparation business and a photography company where he advises on marketing and website strategies. Simplicity Wealth serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach with ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring, as well as technology and operational support services for other advisers.

Craig Margolies is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Aegis Capital Corp and Garden State Investment Advisory Services, LLC. He is based in Holmdel, NJ. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and utilizes a variety of investment strategies with a notable focus on international investing.

John Feeney is a financial advisor at Capital Analysts with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Lincoln Investment Planning, Axa Advisors, and Valic Financial Advisors. Additionally, he serves as a Group Relationship Manager at Bergin Agency, focusing on employer-sponsored retirement plans. Capital Analysts serves both retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and an in-house Investment Management & Research team.

Erin Mc Cann is a financial advisor with Simplicity Wealth in Summit, NJ, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with Simplicity Wealth since 2019 and has been affiliated with The Leaders Group Inc since 2024. Outside of advisory work, Mc Cann serves as Managing Director of the McCann Family Foundation, a family charitable foundation. Simplicity Wealth serves individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering discretionary portfolio management along with technology and operational services for advisers through its managed account platform.

Steven Kashubo is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Santander Securities and Santander Bank in various roles since 2013. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers a range of advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and emphasizing ongoing suitability reviews and compliance oversight.

Jerry Aroneo is a financial advisor with Wealthcare Advisory Partners LLC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Wealthcare in 2024, he spent seven years at CITIGROUP. Aroneo is also involved in insurance sales on a limited basis. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach utilizing patented software and behavioral economics frameworks, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Joseph Stabile is a CFP® with six years of industry experience, currently serving as a financial planner at Forefront. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and TD Bank. He is the founder of Coast Financial, a wealth management business affiliated with Forefront Advisor Network. Forefront Wealth Partners is an SEC-registered, team-based adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive financial planning, utilizing multi-advisor collaboration and third-party managers to tailor portfolios and provide specialized planning services.

Rodger Thomas is a financial advisor with Nfsg Corporation in Roselle Park, NJ, holding Series 65 and Series 66 designations and 26 years of industry experience. His prior work includes roles at NewBridge Securities Corporation, Kovack Advisors, SCF Investment Advisors, National Securities Corp, and Ameriprise. Outside of his advisory work, he serves as volunteer president of Roselle Park Hometown Heroes and volunteer treasurer for Boy Scout Troop 58 in Roselle Park, and he has held trustee and lay servant positions at the Roselle Park Community United Methodist Church. Nfsg Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary asset management, model portfolios, and third-party asset manager selection, utilizing a variety of investment styles and internal resources to support its advisors.

Terron Tidwell is a financial advisor at Arete Wealth Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at B. Riley Wealth Management and National Securities Corp. Outside of his advisory work, Tidwell owns a media business focused on speaking engagements, book publishing, and documentary distribution, and he consults with college athletes on NIL deals. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and offers comprehensive portfolio management and retirement plan services.

Alex Boatman is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones and Stifel Nicolaus & Co Inc before joining A.G.P. in 2021. Outside of his advisory role, he serves as Vice President of Membership Review for Business by the Bay, a networking group. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional investors through a multi-team platform. The firm offers a range of discretionary and non-discretionary portfolio management services, emphasizing international investing and managing pooled vehicles alongside brokerage and financial product distribution.

Liza Cifelli is a financial advisor at Cumberland Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Morgan Stanley Smith Barney LLC, State Street Global Markets, and John Hancock prior to joining Cumberland Advisors in 2026. Cumberland Advisors serves high-net-worth individuals and institutional clients including retirement plans, corporations, foundations, and government entities. The firm provides discretionary portfolio management focused on active fixed-income strategies and ETF-based equity approaches, alongside consulting and financial planning services.

Peter Savva is a financial advisor at Leo Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked in disclosure monitoring at Olden Lane Securities, LLC. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients by offering portfolio management, financial planning, model portfolio management, fiduciary services, and consulting. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies and utilizes a combination of internal and third-party resources to construct diversified, risk-tiered allocations.

Pablo Benavides Palma is a financial advisor at Santander Securities LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities since 2022, with prior experience at Santander Bank, NA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and delivers investment advice through a managed-account platform featuring third-party investment managers and discretionary account management.

Gyssel Materon Arboleda is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Santander Securities, Arboleda worked at Hollister Co and has been involved in a photography business since 2022. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in assets under management and provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm operates as both a registered investment adviser and a FINRA-registered broker-dealer, offering multiple investment strategy options through third-party managers.

Cornelius O'Reilly is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brokers International Financial Services and Summit Estate Planning Group. Outside of his advisory role, O'Reilly owns and operates a law firm specializing in estate planning and trust administration. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a variety of investment models and third-party platforms.