Derren Burse is a financial advisor at Gladstone Wealth Partners with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, LPL Financial, and MetLife/Brighthouse Financial. Outside of his advisory role, he is employed with Abound Health and is involved with a basketball-related organization called Yes, I Can Basketball. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Kyle Wesley is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, Private Advisor Group, and Purshe Kaplan Sterling Investments. He also serves as Chief Technology Officer at OnePoint BFG, overseeing the firm’s technology operations. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party investment models, with most client assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

Jamahl Mahmood is a CFP® and ChFC® with 25 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2017, and has held prior roles at Purshe Kaplan Sterling Investments, Access Wealth Planning, NOAH'S ARK Financial Planning, and Northwestern Mutual Investment Management. Outside of his advisory work, Mahmood serves as a wedding officiant and is a board member of the AFK Foundation and the Glenwood Pier Condo Association. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach focusing on mutual funds and low-cost ETFs while also utilizing actively managed funds, individual securities, and alternative investments.

Gregg Heller is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1995. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs featuring both discretionary and non-discretionary management, employing fundamental and technical analysis across multiple asset classes.

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® professional at Kintra Wealth, LLC with five years of industry experience. He has held roles at several firms, including Premier Path Wealth Partners, Peapack Private Bank & Trust, and Rockwood Wealth Management. Russo is also a silent partner in a family-owned handyman business. Kintra Wealth serves a diverse client base, including individuals, families, and institutions, offering integrated wealth management and financial planning services with a model-driven investment approach that emphasizes tax efficiency and customized portfolio management.

Adam Johnston is a financial advisor at OnePoint BFG Wealth Partners with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, Cetera Advisors LLC, and First Allied Securities. Outside of his advisory role, he contributes as a blogger to American Postliberal and writes on politics, history, philosophy, and technology at conquesttheory.com. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary investment models to implement portfolios tailored to client-specific objectives and risk tolerances.

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 financial advisor at Merit Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Chatham Wealth Management and Wells Fargo Clearing Services, LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation with both internally managed and third-party strategies, offering a range of account options and investment customization through its network of advisers.

Jennifer Leong is a CFP® with 18 years of industry experience. She is currently with SAX Wealth Advisors, LLC and has previously worked at Baker Avenue Asset Management LP, Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. SAX Wealth Advisors provides investment management, comprehensive financial planning, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach focused on globally diversified, low-cost passive funds and ETFs, complemented by customized fixed-income portfolios and third-party sub-advisers.

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.

Allen Fassett is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Fassett has been with Hennion & Walsh since 1990. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs utilizing both discretionary and non-discretionary management strategies across multiple asset classes.

Jake Hoke is a financial advisor with Summit Financial, LLC, holding a Series 65 designation. He has been with Summit Financial since 2022 and previously worked in education at several schools from 2016 to 2022. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Paul Kadesch is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company, LPL Financial, and Drew Besonson. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a range of portfolio management approaches combining third-party managers, proprietary models, and technology-driven operational support.

Richard Lewis is a financial advisor with Capital Analysts, holding a Series 66 designation and 30 years of industry experience. He has been associated with Lincoln Investment since 2012 and has an ongoing role with Kim Financial Group since 2002. Outside of advisory work, he is involved in benefits consulting for public sector employees and is a co-owner of a real estate partnership. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and its in-house investment management team.

David Schwartz is a financial advisor at OnePoint BFG Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, Private Advisor Group, Bleakley Financial Group, and Purshe Kaplan Sterling Investments. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a blend of proprietary models, third-party managers, and custodian-sponsored programs, primarily managing client assets on a discretionary basis.

Scott Doyle is a financial advisor at Kovack Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including SCF Investment Advisors, National Securities Corp, and Stifel Independent Advisors. Outside of his advisory role, Doyle is involved in senior health insurance, providing Medicare plan guidance through an independent senior health insurance representative business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, banks, and government entities, utilizing a risk-based investment process supported by Envestnet and employing both internally developed and third-party models.

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.