Robert D'andria is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with International Assets Investment Management and its affiliate International Assets Advisory LLC since 2010. In addition to his advisory role, he is president and sole owner of SterlingNoble Wealth Management, a business he operates actively. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and incorporates third-party managers and wrap programs as appropriate.

Durbin Mcdermott is a financial advisor with Stonex Advisors Inc. who holds Series 63 and Series 66 licenses and has 50 years of industry experience. He has worked with several firms, including Wrp Investments, Inc. and Saxony Capital Management, LLC. Outside of his advisory roles, he is president and a one-third member of Partners Financial Group, LLC, where he is involved in codevelopment, training, recruiting, and business processing. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm offers both discretionary and non-discretionary services through independent advisors and an in-house Private Client Group, utilizing a variety of account structures and model-based solutions.

Matthew Fevola is a financial advisor at Advisory Solutions Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CS Planning Corp and Stark Financial Advisers, Inc. In addition to his advisory roles, Fevola operates as an independent insurance agent recommending fixed and life insurance products. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach that incorporates quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies with periodic rebalancing and at least annual client reviews.

Shannon Powell is a Series 65-licensed financial advisor with World Equity Group, Inc., where she has worked since 2017. She has eight years of industry experience and previously worked at Vitale, Smyth & Associates LLC. Powell also manages a CPA firm, Sherman CPA PC, serving as tax manager. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management and access to third-party money managers.

Janet Sherry is a CFP® with 27 years of industry experience, currently serving at Arkadios Wealth Advisors since 2019. Prior to that, she worked at Triad Advisors, Inc. for five years. In addition to her advisory role, she is a co-owner of Foresight Financial Partners, a financial planning and investment firm. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money manager access, and financial planning. The firm supports customized, discretionary investment strategies with an internal portfolio team and offers integrated advisory and brokerage services under a unified operating model.

Peter Colicchia is a financial advisor at Brookwood Investment Group with 10 years of industry experience. He holds a Series 65 credential and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, LLC. Colicchia is also a licensed insurance producer involved in the sales of life and fixed annuity products through his separate business, Protected Goals, LLC. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and supporting negotiable advisor-level fee arrangements.

Kim Desio is a financial advisor at Kingswood Wealth Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 17 years. Outside of her advisory role, she serves as a notary public. Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture platform with both discretionary and non-discretionary investment approaches and is notable for its integration with affiliated financial entities and insurance-linked account management.

Joseph Lipp is a ChFC® credentialed advisor with Inspire Advisors, LLC, based in Ocean Grove, NJ. He has been with Inspire Advisors and its predecessor entity since 2024. Outside of financial advising, Lipp is the owner of Odyssey Coffee LLC, a local coffee shop, and serves as an adjunct professor at Monmouth University. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of quantitative and fundamental strategies, often implementing portfolios through model allocations and affiliated ETFs.

William McLaughlin Jr. is a CFP® and ChFC® with 40 years of industry experience, currently serving at Advisory Services Network since 2017. He also leads Mclaughlin Financial Group, LLC, which he founded in 2005, and has prior experience with Coastal Investment Advisors. Outside of advising, he is an independent insurance agent and author of a financial book published since 2018. Advisory Services Network is a multi-team firm providing investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. Their services include portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing a range of securities and third-party managers tailored to client objectives and risk tolerances.

John Hammack is a Certified Financial Planner (CFP®) at Main Street Financial Solutions, LLC with 26 years of industry experience. He previously worked at Bank of America and Merrill for 11 years before joining Main Street Financial Solutions in 2022. Main Street Financial Solutions serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost passively managed ETFs, while also utilizing actively managed funds and alternative investment platforms.

Travis Peter is a financial advisor with Geneos Wealth Management, Inc. in Toms River, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Geneos since 2014 and also operates TZP Retirement Services. In addition to his advisory work, he acts as an independent contractor with various insurance carriers for fixed insurance business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through both traditional and wrap-fee programs.

Adit Sem is a financial advisor with Santander Securities LLC in Toms River, NJ, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Citizens Securities Inc., Citizens Bank, and Cco Investment Services Corp. 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 provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Glenn Blachman is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2025. Prior to joining Summit Financial, he worked for 15 years at Gateway Advisory, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing about $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan advisory services through both discretionary and consultative platforms.

Chrysta Grampp is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Santander Securities since 2012 and is also associated with Santander Bank, NA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and ongoing compliance oversight.

Kristin McLaughlin is a CFP® with 11 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. She previously worked at Coastal Investment Advisors and Coastal Equities, Inc. from 2014 to 2017 and has operated McLaughlin Financial Group since 2013. Outside of advisory work, she is an independent insurance agent and co-author of a book on general financial and investment topics. Advisory Services Network is an enterprise firm with over 200 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, employing a variety of investment strategies and management options tailored to client objectives.

Ronnie Howard is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 66 registrations and has 24 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2019, following three years at GTS Securities, LLC. Outside of advisory work, he is involved in life insurance and fixed annuity sales. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed accounts and selected third-party managers, utilizing fundamental, technical, and cyclical analysis methods.

Thomas Bahmer III is a financial advisor at StoneX Advisors Inc. with two years of industry experience. He holds Series 66 and Series 63 credentials and has worked at StoneX Advisors Inc., StoneX Securities Inc., New York Life Insurance Company, and NYLIFE Securities LLC. Outside of his advisory role, he is involved with Partners Financial Group as a financial consultant and works as an insurance agent at Excalibur Brokerage Agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, ERISA consulting, and annuity services. The firm delivers these through a combination of independent advisors and an in-house Private Client Group, employing a variety of account structures and model-based investment strategies.

Danielle Arlotta is a CFP® and holds a Series 66 designation with six years of industry experience. She currently works at Core Planning, where she has been since 2026, and previously worked at Brooklyn Plans, LLC for four years. Prior to her financial advisory roles, she was employed at William Paterson University. Core Planning is a fee-only firm serving individual and high-net-worth clients with financial planning, wealth management, and retirement-plan advisory services. The firm uses a range of service models and incorporates third-party model portfolios and automated rebalancing tools in its investment approach.

Philip Simone is a financial advisor at Arkadios Wealth Advisors with four years of industry experience. He holds the CFP® designation and Series 65 and 66 licenses. Prior to joining Arkadios Wealth Advisors, he worked at several firms including Spartan Solar and Titanium Solar. Simone is also an associate in financial planning at Foresight Financial Partners. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, using customized investment plans that incorporate fundamental, technical, and cyclical analysis.

Susan Maes is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Her prior roles include positions at The Ameriflex Group, Osaic, TFS Securities, Inc., LPL Financial, and Ameriprise Financial Services, Inc. She also operates a sole proprietorship, Maes Financial, and is licensed as an insurance agent for term life and health insurance. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and delivers both wrap and non-wrap account programs through discretionary and non-discretionary relationships, utilizing an open-architecture wealth management platform with a mix of strategic and tactical investment approaches.