Kevin Lynch is a financial advisor with First Heartland Consultants, Inc., holding Series 63 and Series 65 registrations with 22 years of industry experience. He has worked with several firms, including First Heartland Capital, Trinity Enterprise Solutions, Westminster Wealth Management, and American Prosperity Group. In addition to his advisory roles, 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 organization focused on financial education, as well as the Montgomery/Rocky Hill Rotary. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management (TAMP) services, and a model-based self-directed brokerage account (SDBA) program, delivering advisory services through independent representatives using a range of analytic and asset-allocation techniques.

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.

Jeanpaul Skovronck is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Alexander Capital since 2012 and has maintained a long-term business presence since 2003. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients, using a combination of proprietary technical analysis and fundamental review within a top-down, asset-allocation framework. The firm employs discretionary management, sub-advisers, and model portfolios while utilizing third-party platforms for execution and custody.

Evan Drury is a financial advisor at Gateway Wealth Partners, LLC with 13 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Gateway Wealth Partners in 2025, he worked at Kestra Advisory and Kestra Investment Services for over a decade. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, wealth management, and retirement plan consulting. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, managing approximately $2.28 billion in regulatory assets.

Mike Saul is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments, Transcend Capital Advisors, Bank of America, and Merrill. Outside of his advisory role, he serves as a board member of the Jewish Foundation of Somerset, Hunterdon & Warren County, NJ, and as a trustee for the Ocean View Condo Association. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes institutional niches such as state and municipal government entities and insurance companies.

Peter Chandler is a CFP® professional with 22 years of experience in the financial industry. He is currently with RMR Wealth Builders, Inc., having joined the firm in 2025. Prior to this, he worked at Fisher Investments for four years and CION Securities, LLC for nine years. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with a distinctive approach that includes insurance product sales and a digital-asset platform.

Dragan Stojkovski is a financial advisor at Beacon Trust with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Beacon Trust, he worked at PNC for 16 years and was involved with Eurocatering, LLC. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm combines in-house strategies with external managers and emphasizes tax-aware investing and customized fixed-income portfolios.

Jitender Gidwani is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors, Inc. and Equitable Advisors. Outside of his advisory role, he serves as a board member at Gulf Atlantic Bank. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party programs.

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.

Nicholas Choman is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at A.G.P./Alliance Global Partners, Aegis Capital Corp, LPL Financial, Voya Financial Advisors, and Vision Retirement. In addition to his advisory work, he is involved with ACC Corp., a general insurance agency. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.9 billion across 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

David Severe is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 65 designation. He has one year of experience in the financial industry and a prior career of over two decades at AT&T. Main Street Financial Solutions serves a broad client base, including individuals, pension plans, trusts, and business entities. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while offering ERISA fiduciary consulting and managing held-away accounts through third-party platforms.

Reuben De Almeida is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Bank of America N.A., Merrill, Pruco Securities, and The Prudential Insurance Company of America. He is currently based in Scotch Plains, NJ. 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 through wrap-fee programs, and access to securities-based lending and insurance products, primarily onboarding retail investors through its FMAX wrap-fee platform and third-party discretionary managers.

Thomas Trynin is a financial advisor at Simon Quick Advisors, LLC with 13 years of industry experience. He holds a Series 65 credential and previously worked at Red Hook Management, LLC for ten years before joining Simon Quick Advisors in 2022. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm combines private fund management, sub-advisory relationships, and integrated back-office offerings, including tax return preparation and bill-pay services.

Denise Vecchione is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has worked at Gladstone Wealth Partners and LPL Financial since 2020 and previously spent seven years with Ameriprise Financial Services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of investment and retirement plan services, including discretionary portfolio management and financial planning, with investment approaches tailored at the representative level.

Joseph Palermo is a financial advisor with Chelsea Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. His work history includes roles at Chelsea Financial Services, Palermo Insurance Agency, Crestline Investors, and Alta Park Capital. He also has prior experience in education, having worked at Penn State University and Poly Prep Country Day School. Outside of advisory work, he operates the Palermo Insurance Agency, which focuses on insurance sales. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services primarily to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios with discretionary authority and integrates closely with an affiliated broker-dealer and custody platform.

Stephen Roth is a CFP® with 23 years of industry experience. He is currently with Gladstone Wealth Partners and has held prior roles at LPL Financial, LLC and PRUCO Securities, LLC. Outside of advisory roles, he has served as a benefit consultant in the non-variable 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 using a broad range of investment approaches tailored at the representative level.

Jeffrey Crystal is a financial advisor at Simplicity Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Morgan Stanley, Prudential Insurance Company of America, and BrookeReed Consulting. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds investment approach, combining ETFs, mutual funds, and individual securities, while providing advisory services alongside operational technology solutions and a third-party asset management platform.

Tristan Harding is a financial advisor at Beacon Trust with 14 years of industry experience. He holds a Series 66 designation and has held various roles within PNC, including positions at PNC Wealth Management, PNC Investments, and PNC Bank. Harding joined Beacon Trust in 2026. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages over $4 billion in discretionary assets and employs an open-architecture investment platform with a focus on tax awareness and customized fixed-income portfolios.

Thomas Shaw is a CFA® charterholder with six years of industry experience. He is currently affiliated with Beacon Trust and has previously worked at MSCI, The Vanguard Group, and Hennion & Walsh. Beacon Trust offers financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages approximately $4.26 billion in discretionary assets and employs an open-architecture investment platform that includes in-house strategies, factor-based models, separately managed accounts, and monitored independent managers.

David Pitt is a CFP® certificant with 23 years of experience in the financial services industry. He is currently with Beacon Trust and previously worked at Hennion & Walsh Inc. and Allied Wealth Partners, among other firms. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm manages roughly $4.26 billion in discretionary assets and employs an open-architecture investment approach that includes in-house strategies, factor-based models, separately managed accounts, and independent managers, with a focus on tax awareness and customized fixed-income portfolios.