Christopher Moore is a CFP® with 13 years of industry experience, currently serving as an advisor at Simon Quick Advisors, LLC since 2004. He previously worked at Massey Quick Wealth Solutions for one year. Simon Quick Advisors provides wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services to individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients. The firm employs a diverse investment approach that includes unaffiliated independent managers, mutual funds, ETFs, and affiliated private investment funds, alongside proprietary tools and sub-advisory relationships.

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.

Deepak Alur is a financial advisor at M Holdings Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Madison & Main Advisors LLC, Atlas Advisory Group LLC, and Scher Financial Group. Outside of his primary role, he is a partner at Madison & Main Advisors, LLC and is involved in insurance-related activities including fixed annuity offerings and client referrals for life insurance. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals, offering advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory. The firm combines direct portfolio management with third-party sub-advisors and uses platform providers to support trading and reporting.

Lisa Manzolillo is a CFP® professional with 24 years of industry experience. She has been with Simon Quick Advisors, LLC since 2018 and previously worked at Modera Wealth Management, LLC. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations by providing wealth management, investment consulting, and financial planning. The firm uses a combination of proprietary quantitative analysis, in-person due diligence, and ongoing monitoring to allocate client assets among independent managers, mutual funds, ETFs, and private investment funds.

Maria Tychi Kefalas is a financial advisor at Santander Securities LLC with 34 years of industry experience. She holds Series 63, 65, and 66 licenses. Her career includes roles at Santander Bank, Cetera, People's United Bank, and Investors Bank. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily using third-party discretionary managers within multi-strategy platforms.

Joseph Mangano is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Santander Securities and Santander Bank since 2015. Outside of finance, he owns Expose Your Media Inc., an advertising business focused on script writing and film production. 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 wrap-fee advisory programs and financial planning services, with investment advice delivered through a managed-account platform that incorporates third-party managers and discretionary account management.

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.

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.

Rodger Thomas is a financial advisor with Nfsg Corporation based in Roselle Park, NJ, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Newbridge Securities Corporation and multiple other firms during 2010 to 2018. Outside of his advisory work, he serves as volunteer president of Roselle Park Hometown Heroes and is involved with Boy Scout Troop 58 as a volunteer treasurer and adult leader, as well as participating in church finance and trustee roles. Nfsg Corporation provides investment advisory and financial planning services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, wrap-fee programs, and access to third-party asset managers, employing diversified portfolio construction and continuous account monitoring.

Anthony Santoro is a financial advisor at Simon Quick Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Arista Wealth Advisors, Ltd and Northwestern Mutual. Simon Quick Advisors serves individuals, families, pension and non-profit 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 range of investment strategies and operates multiple affiliated private funds, combining private fund sponsorship with integrated tax and back-office offerings.

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.

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 at Santander Securities LLC with three years of industry experience. He holds Series 66 and Series 63 credentials and has additional work experience in photography through his ownership of G.Materon Photography LLC. Prior to his current role, he worked at Hollister Co and Santander Bank, NA. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management via wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm supports approximately 10,800 client relationships and offers investment management through the FMAX wrap-fee platform using third-party discretionary managers.

Cornelius O'Reilly is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds Series 65 and Series 63 licenses and has a background in law, having owned The O'Reilly Law Firm PLLC and worked at LoPresti & O'Reilly LLP. Outside of his advisory role, he is involved in estate planning and trust administration through Summit Estate Planning Group, PLLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 127 advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a variety of asset-allocation strategies and leveraging third-party platforms to provide tailored investment solutions.