Matthew Wegryn is a financial advisor with Santander Securities LLC based in Somerset, NJ. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at Wells Fargo Bank and Foresters Financial Services. 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, and access to securities-based lending and insurance products.

Martin Nielsen is a financial advisor at Tucker Asset Management LLC with 28 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to joining Tucker Asset Management, he worked at Nielsen Financial Group, APW Capital, Purshe Kaplan Sterling Investments, Insight Private Advisors, and Premier College Funding. Nielsen is also active as an insurance agent, providing fixed and traditional insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset allocation process and integrates alternative investments, including private and non-liquid opportunities, within its portfolios.

Michael Mcdyer is a CFP® with 39 years of industry experience, currently serving at Berthel, Fisher & Company Financial Services, Inc. since 2003. He has been involved with Atlas Capital Management since 1997 and has operated a self-employed partnership since 1990. Outside of his advisory work, he volunteers on the Finance and Stewardship committee for his local Catholic Church. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm’s approximately 100 advisors offer portfolio management and financial planning across multiple platforms, utilizing a range of investment vehicles and strategies tailored to client needs.

Jacob Bobick is a financial advisor at Calton & Associates, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cetera Advisors LLC and G.S. Newborn and Associates, Inc. He is also licensed as an insurance agent for fixed, life, health, and property & casualty insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both commissionable brokerage and insurance products alongside asset management, utilizing multiple program structures and analytic approaches tailored to client goals and risk tolerance.

Lisa Richmond is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and over 14 years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2006 to 2024 before joining LPL Financial, LLC in 2025. Richmond also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent adviser representatives who utilize various strategies and resources, including sub-advisers and model portfolios, to serve clients’ needs.

Michael Gabel is a financial advisor at Vicus Capital, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Hamel Associates, Inc. and Noviello Financial Group. In addition to his advisory role, he operates a CPA and consulting firm providing accounting and tax services. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

John Higgins is a CFP® professional with 39 years of industry experience, currently serving at Vanderbilt Advisory Services. He has previously worked with Patterson/Smith Associates, LLC and Commonwealth Financial Network, and is the managing member and owner of Patterson Smith Associates, LLC, where he is involved in selling fixed insurance. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach supported by a combination of fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Caitlin West is a financial advisor at The Ascent Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Osaic Wealth, Inc. and Fidelity Personal and Workplace Advisors. West serves as Co-Chair of the Rutgers School of Business Finance Area Advisory Board and as Non-Academic Co-Chair of an advisory board at Rutgers University. The Ascent Group is a registered investment adviser managing approximately $4.93 billion, serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and proprietary model portfolios.

Michael Dugan Sr. is a CFP® and ChFC® with 42 years of industry experience. He has been with Private Client Services, LLC since 2010. Outside of his advisory role, he is a member of the Ancient Order of Hibernians, an Irish Catholic national organization. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process focusing on risk profiling and tailored platform selection, offering a combination of advisory and broker-dealer services with a range of portfolio management options.

Brian Hoffman is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and over 21 years of industry experience. He has worked at Gladstone Wealth Partners since 2016 and previously at PNC Investments from 2013 to 2016. Hoffman is also an author and writer as a non-investment-related activity. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individual and high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers, providing discretionary portfolio management and access to third-party managers, while also offering ERISA-related advisory services for qualified plans.

Christopher Noviello is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Vicus Capital, Inc. and has held roles at Cetera and Cetera Wealth Services, LLC. Outside his advisory work, he serves on the board of Grassroots Conservation, a nonprofit organization. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, using a range of discretionary and non-discretionary services. The firm employs a combination of fundamental and technical analysis across various model strategies and places particular emphasis on retirement-plan consulting and fiduciary services.

Matthew Gwizdz is a financial advisor at Compound Planning, Inc. with three years of industry experience. He previously worked at UBS and served four years in the United States Army. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm emphasizes customized, risk-based model allocations using a range of strategies, including low-cost ETFs and direct indexing, supported by technology partnerships and third-party sub-advisors.

Evan Baldwin is a financial advisor with Gladstone Wealth Partners and holds Series 63 and Series 65 credentials. He has 21 years of industry experience, including 12 years with Prudential Insurance Company of America and Pruco Securities, LLC. Baldwin also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize various strategies, third-party managers, and technology to serve clients.

Derren Burse is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work includes roles at Charles Schwab, MetLife/Brighthouse Financial, and Crump Life Insurance Services. Outside of financial advising, he is involved with Yes, I Can Basketball in Cornelius, NC. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent adviser representatives who utilize various strategies and third-party resources to manage client accounts.

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 and LPL Financial. He also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates via a network of independent advisers who select tailored strategies and may use sub-advisers or model portfolios while providing ongoing monitoring and consulting services.

Bradley Banken is a financial advisor with Rossby Financial, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Wells Fargo Securities, Deutsche Bank Securities, and J.P. Morgan Securities. Outside of his advisory work, he is a football coach for North Hunterdon Football and serves as a board member for a nonprofit organization. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm utilizes diversified strategies tailored to clients’ objectives and risk tolerances, incorporating fundamental, technical, and cyclical analyses along with third-party managers and turnkey platforms.

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.

Denise Vecchione is a financial advisor at Gladstone Wealth Partners in Bedminster, NJ, with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2013 to 2020. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize a range of strategies, third-party managers, and technology to manage client portfolios and retirement accounts.

Stephen Miller is a financial advisor with Composition Wealth, LLC, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2009 to 2026. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with investment management, financial planning, and retirement plan advisory services. The firm manages approximately $9.5 billion using a long-term, asset-allocation driven approach and offers a multi-advisor platform with diversified portfolios constructed from low-cost mutual funds, ETFs, individual securities, and selective alternative investments.

Hongwei Liu is a CFP® and Series 66 licensed advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He has held roles at Ni Advisors Inc and runs his own CPA practice providing accounting and tax services. Liu also serves as Vice President of Amerelite Financial Group LLC, a life and health insurance business. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning process supported by proprietary software with an evidence-based investment approach that includes access to alternative investments and third-party managers.