Kevin Roche is a financial advisor at Leo Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Capital Management and LHT Consultants. Outside of his advisory role, he serves as an adjunct professor at Drexel University and is Deputy Mayor and Commissioner responsible for Revenue and Finance in the Borough of Haddonfield. Leo Wealth serves high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies, combining internal models and third-party sub-advisors to construct diversified, risk-tiered portfolios.

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.

Paul Cummings is a financial advisor with Arax Advisory Partners in Madison, NJ, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Transcend Capital Advisors, Corient, Geller Advisors, Fiduciary Trust Company International, Abbott Downing (a Wells Fargo business), and Merrill. Arax Advisory Partners serves a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, model portfolios, and alternative investments.

Todd Weiss is a financial advisor at Summit Financial, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Summit Financial since 2014, including through its predecessor firms. Outside of advising, Mr. Weiss is the managing member of Slotz, LLC, a pass-through entity involved in equity transactions with Summit Growth Partners. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client approval preferences.

Edward Ruja is a financial advisor at Simplicity Wealth with Series 66 credentials and has been in the industry since 2026. Prior to joining Simplicity Wealth, he held positions at several firms including Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, his work history includes roles in the service industry and country club management. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside managing a TAMP platform with model portfolios and third-party managers.

Joshua Mondschein is a financial advisor at RMR Wealth Builders, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RMR Wealth Builders since 2020, following a decade at Calton & Associates, Inc. He is the owner and president of Mondschein Associates, Inc., a licensed insurance agency specializing in personal and commercial lines, pension consulting, asset protection, and estate planning. Mondschein also serves as an uncompensated board member of the William H. Kearns Foundation and is a director at HR Ease, LLC, a benefit administration platform. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client relationships organized around registered investment adviser representatives who implement tailored investment strategies.

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.

Cynthia Rottini is a financial advisor at Summit Financial, LLC with 10 years of industry experience. She holds a Series 66 designation and has been with Summit Financial since 2018. Her prior roles include positions at Purshe Kaplan Sterling Investments, Inc., Summit Financial Resources, Inc., and Summit Equities, Inc. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative programs.

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.

Bruce Fitzsimmons is a financial advisor with Quotient Wealth Partners, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Mercer Allied Company, L.P. He is currently based in Randolph, NJ. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary wealth and investment management. The firm emphasizes tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, supported by fundamental and cyclical analysis and technology for managing held-away accounts.

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.