Salvatore Dispenziere III is a financial advisor with NewEdge Advisors holding Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at LPL Financial, Sagepoint Financial, and Elite Retirement Consultants. Outside of his advisory work, he is involved in a family business related to video game development managed by his son. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services using both in-house and third-party strategies, supported by technology tools and centralized manager due diligence.

Noelle Kacerek is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at Chicory Wealth, Northeast Financial Network, and Locker Financial Services, LLC. She has also been involved in educational roles at Sussex Community College and Centenary University. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Cody Albrecht is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017 and previously at National Planning Corporation from 2015 to 2017. Outside of finance, he is involved with ARKKC Entertainment as an actor and serves as Vice President of the Red Hook Chamber of Commerce. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary and non-discretionary approaches.

George Siracuse is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2014. Outside of his advisory role, he serves as president of Guiding Light Financial, LLC, a fixed insurance sales business, and acts as an advisory board member for SliceSpace, providing strategic guidance and business introductions. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, combining fundamental, technical, bottom-up, and top-down analysis, and provides both discretionary and non-discretionary asset management arrangements.

Lauren Ragsdale is a CFP® with 16 years of industry experience, currently affiliated with GWN Securities Inc. She has held positions at Metlife Investors Distribution Company and MetLife Securities Inc. since 2014. Lauren is co-founder and owner of TRI-STATE HEALTH & WEALTH ADVISORS GROUP, LLC, where she manages and trains agents and assists clients with financial literacy and guidance. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a mix of sub-advisers and model-based allocations and is noted for its use of market-timing and momentum-based investment strategies in certain programs.

George Leppert III is a financial advisor with Commonwealth Financial Network holding a Series 65 credential. He has experience running The Leppert CPA Group since 2025 and managing Leppert Holdings LLC since 2015. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using various securities and insurance products.

Jesse Kopelakis is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Empire City Laboratories. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of services including comprehensive portfolio management, financial planning, retirement and pension consulting, and access to third-party advisory programs, combining in-house manager selection with external model portfolios and advisor discretion.

Enrico Brex is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has seven years of industry experience, including prior roles at LPL Financial and Sagepoint Financial. Outside of his advisory work, he is involved in farm and timber sales activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisors, utilizing multiple program structures and technology tools for manager selection and client support.

Mark Scordato is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2019 and previously spent nine years with Global Financial Private Capital, LLC, among other roles. Outside of his advisory work, he is president and creator of Redline WFO Productions, LLC, a company focused on developing television show concepts. J.W. Cole Advisors operates through a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutions using a combination of discretionary and non-discretionary account management approaches.

Michael La Rosa Jr. is a Series 66 licensed advisor with Key Investment Services LLC and has one year of industry experience. His prior roles include positions at MissionSquare Investment Services, MissionSquare Retirement, and LPL Financial. La Rosa also serves as an adjunct instructor for undergraduate business courses at Southern New Hampshire University and volunteers as a community manager for a nonprofit focused on cancer and mental health causes. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, separately managed and unified managed accounts, as well as brokerage and insurance products. The firm emphasizes client-directed model selection with oversight and due diligence on third-party advisory products and operates within the KeyCorp group, leveraging affiliations with KeyBank and KeyBanc Capital Markets.

Jorge Garcia is a financial advisor with HSBC Securities (USA) Inc. who holds a Series 66 license and has 13 years of industry experience. He has been with HSBC and its affiliated entities in various capacities since 2015 and previously worked at Oppenheimer & Co., Inc. In addition to his advisory role, Jorge operates a small notary services business. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types from client-directed to fully discretionary accounts, employing a structured investment process with model risk profiles and utilizing affiliated and third-party service providers for fund selection and account management.

Donna Dupre is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and bringing nine years of industry experience. She has worked with J.W. Cole Advisors since 2019 and has held roles at Global Financial Private Capital and GF Investment Services. Additionally, she serves as Senior Manager for Mark Scordato & Associates, where she oversees marketing, compliance, client relations, and daily operations. Donna is also licensed to sell life insurance and annuities. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutions, employing a range of discretionary and non-discretionary strategies supported by fundamental and technical analysis.

Michael Ormond is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has worked at PNC Investments since 2015 and at PNC Bank from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital portfolio offering that utilizes algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing.

Thomas Drongoski is a financial advisor with Edward Jones in Branchville, NJ, holding Series 66 and Series 63 licenses and 17 years of industry experience. Prior to joining Edward Jones in 2023, he worked with Prudential Investment Management Services LLC and PGIM Investments, LLC for ten years each. Outside of his advisory role, he is an owner and landlord of residential rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, backed by a large national network of advisors and branch offices.

Thomas Murray is a financial advisor at Ameriprise with 36 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Murray holds a Series 63 designation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on clients with Ameriprise-managed accounts and utilizing algorithmic tools overseen by specialized committees.

Gregory Nolan is a financial advisor with Wells Fargo Advisors in Sparta, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2012 and owns Nolan Wealth Management, LLC, a practice he operates independently. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Michael Stieglitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has held roles at Cami Financial Group and 1st Global Advisors, Inc., among other related firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Joseph Ramondini is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Newman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Terence Wynne is a financial advisor with Edward Jones in Newton, NJ, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers various advisory programs, including managed solutions and separately managed accounts, and maintains a large national network of advisors and branch offices.