Anthony Caruso is a financial advisor with Gladstone Wealth Partners, holding a Series 63 designation and bringing 43 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. from 2013 to 2020, and he has been with Gladstone Wealth Partners and LPL Financial since 2020. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment strategies including individual equities and bonds, mutual funds, ETFs, alternative investments, and tax-managed strategies.

Colleen Sylvester is a financial advisor at SpiderRock Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with BlackRock since 2010. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of clients including institutional investors, family offices, and high-net-worth individuals. The firm employs systematic, technical, and quantitative strategies combined with fundamental analysis to deliver option-based hedges and yield-enhancing overlays, operating under proprietary software and real-time risk monitoring.

Anibal Guerrero Russo is a CFP®-certified financial advisor with five years of industry experience, currently with Kintra Wealth, LLC. His prior roles include positions at Premier Path Wealth Partners, Peapack Private Bank & Trust, and JPMorgan Chase. Outside the financial sector, he is a silent partner in a family-owned handyman business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm’s investment process integrates client interviews with model-driven asset allocation and fundamental security analysis, implemented on a household basis to optimize tax efficiency and account coordination.

Michael Dugan is a financial advisor with Private Client Services, LLC in Raritan, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Private Client Services since 2010. Outside of his advisory role, he is involved in youth sports coaching, serving as a head coach for both boys’ and girls’ basketball programs and as treasurer for a local youth lacrosse club. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers a range of implementation platforms, including discretionary and non-discretionary management options.

Annamaria Vitelli is a financial advisor at Beacon Trust with a Series 65 designation and 18 years of industry experience. She previously worked at PNC Bank from 2007 to 2025 before joining Beacon Trust in 2025. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers financial planning, tax preparation, and discretionary portfolio management through a multi-team advisory staff and employs an open-architecture investment platform with a risk-first framework and tax-aware management.

Tucker Sandercock is a Series 66-licensed financial advisor at Merit Financial Advisors with seven years of industry experience. He has worked at Merit since 2026 and previously at Chatham Wealth Management and Wells Fargo Clearing Services. His background also includes roles outside finance, such as with AMC Networks and the Department of the Army. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal Investment Management team and Committee.

John Lapilusa is a financial advisor at Cetera Planning Partners with 27 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Avantax Investment Services, 1st Global Advisors, and O’Connor, Davies LLP. He serves as secretary and trustee for Peace Care Inc., a nonprofit organization overseeing nursing homes. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, and estate planning through a third-party provider, employing a diversified investment approach aligned with clients' objectives and risk tolerance.

Bernadette Strout is a CFP® with 22 years of industry experience, currently serving as an advisor at Prosperity Capital Advisors. Her prior roles include positions at Cetera and First Allied Securities. In addition to her advisory work, she provides financial education as an instructor with Kaplan. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and supervises portfolios using core and specialized models from providers like BlackRock, Dimensional, and Vanguard.

Scott Doyle is a financial advisor with Kovack Advisors, Inc. in Livingston, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Kovack Advisors since 2018 and previously held roles at SCF Investment Advisors and National Securities Corp. Outside of his advisory work, he is involved in senior health insurance, operating a sole proprietorship that helps seniors find Medicare plans. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a broad range of clients, including individuals, corporations, and pension plans, through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs and offers services including discretionary asset management, third-party manager recommendations, and financial planning.

Kevin Roche is a financial advisor at Leo Wealth, LLC with 8 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Penn Capital Management and LHT Consultants. Outside of his advisory role, he serves as an adjunct professor at Drexel University and is an elected commissioner and deputy mayor handling revenue and finance for the Borough of Haddonfield. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients by providing portfolio management, financial planning, and fiduciary services. The firm employs a combination of ETF-based models and systematic stock selection strategies, utilizing internal models and third-party sub-advisors to manage diversified and risk-tiered portfolios.

Peter Gellman is a financial advisor at Belpointe Asset Management LLC with 21 years of industry experience. He has been with Belpointe since 2024 and concurrently serves at Palmerston Group Advisors LLC, where he has worked since 1997. Gellman is also a managing member of Palmerston Group, L.P. and Palmerston Group Indemnity Solutions, L.L.C., which provide investment and insurance services, respectively. Belpointe Asset Management serves a broad client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Kevin Cave is a financial advisor at Santander Securities LLC with 10 years of industry experience. He holds a Series 66 designation and has worked within the Santander organization since 2016. Outside of his advisory role, he serves as Treasurer of the Great Dane Club of Raritan Valley, a local dog club. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products, primarily leveraging third-party discretionary managers and the FMAX wrap-fee platform.

Jenica Roffina is a financial advisor at Kintra Wealth, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked for Commonwealth Financial for 12 years. Outside of finance, she owns Sea Change Fitness, a personal training business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and account integration.

Matthew Cilento is a financial advisor at Chelsea Advisory Services, Inc. with four years of industry experience. He previously worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. from 2021 to 2024. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm focuses on a fundamental, long-term investment approach with diversified portfolios and generally manages accounts on a discretionary basis.

Edward Ruja is a Series 66-licensed advisor at Simplicity Wealth with one year of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. Outside of financial services, he has work experience in the hospitality and service industries. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, while also offering model portfolios, independent managers, and various overlays such as tax optimization. Simplicity Wealth combines advisory services with technology and operational support, including a private-label asset management software program and a third-party asset management platform (TAMP).

Kevin Lynch is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners' Financial Services and Westminster Wealth Management. Outside of finance, Lynch is involved with Healing To Wellness, a physical therapy business, and serves as an officer and director for the Society For Financial Awareness, a nonprofit focused on financial education, as well as the Montgomery/Rocky Hill Rotary. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions delivered through a network of independent investment adviser representatives.

Tracy Hummel is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 22 years of industry experience. She has been associated with John Hancock and its related entities since 2005 and has also worked with Manulife Asset Management since 2012. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to produce written recommendations, primarily focusing on asset allocation, retirement, and estate planning, and serves a large client base through a technology-assisted model.

Mike Saul is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Transcend Capital Advisors, Bank of America, and Merrill. Outside of his advisory activities, Saul serves as a trustee of a condominium association and is involved in local Jewish community organizations as a board member and investment committee member. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, retirement plans, and institutional clients, offering a range of portfolio management and financial planning services. The firm uses a client-profile-driven investment approach, engages third-party managers, and incorporates AI-assisted tools while maintaining human oversight.

Jitender Gidwani is a financial advisor at Arkadios Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gitterman Wealth Management and Triad Advisors. Outside of advisory work, he serves as a board member for Gulf Atlantic Bank. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed accounts, third-party money managers, and an internal portfolio team. The firm employs a mix of fundamental, technical, and cyclical analysis and acts as a fiduciary in retirement plan consulting.

Diane Radossich is a financial advisor at Beacon Trust with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Beacon Trust since 2017. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers financial planning, tax preparation, and discretionary portfolio management through a multi-team advisory staff and employs an open-architecture investment platform with a risk-first framework and tax-aware strategies.