Gerard Clark Jr. is a financial advisor with Accurate Wealth Management, LLC, holding Series 65 and Series 63 licenses and 26 years of industry experience. He has worked at RJL Financial Group since 2017 and has been involved with Rjl Consultants Inc. since 1998, serving as President. Accurate Wealth Management, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm provides discretionary portfolio management and financial planning with an investment approach emphasizing value, safety, quality, and risk control, managing approximately $1.71 billion in regulatory assets under management.

Kyle Gonzalez is a financial advisor with Siebert AdvisorNXT, LLC., holding a Series 66 license and two years of industry experience. He has been with Muriel Siebert & Co. since 2021, working full time split between Muriel Siebert & Co. and Siebert AdvisorNXT, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through a web-based platform that combines algorithmic portfolio construction with access to third-party sub-advisors and optional dedicated investment adviser representatives. The firm offers discretionary and non-discretionary management, with notable features including covered-call transition strategies and integration with an affiliated broker-dealer.

Clifford Brockmann is a CFP® with eight years of industry experience, currently affiliated with Core Planning. His prior roles include positions at Fidelity Investments, The Vanguard Group, Tapfin, and Edward Jones. Outside of finance, he worked as a self-employed videographer while attending Montclair State University. Core Planning provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory for qualified plans. The firm uses model portfolios and automated rebalancing tools to tailor investment strategies and oversee asset allocation.

Brian Duarte is a financial advisor at Santander Securities LLC in Parsippany, NJ, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with Santander Securities since 2017 and has worked at Santander Bank, NA since 2013. 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, primarily targeting individual, ERISA, IRA, and institutional clients.

Gabriella Milley is a financial advisor with NPA Asset Management, LLC, holding the Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has been with Nationwide Planning Associates, Inc. since 2016. Outside of her advisory work, she teaches financial planning classes to adults at Princeton Adult School and is involved in manufacturing and selling wearable art made from natural materials through a family-related business. NPA Asset Management, LLC serves individuals, corporations, pension, and charitable accounts through a network of 51 advisors, managing approximately $1.065 billion in assets. The firm offers multiple managed-account programs and third-party asset manager referrals, providing services via its Advisor’s Edge platform that include discretionary and non-discretionary portfolio management and performance monitoring.

John Acevedo is a financial advisor at Santander Securities LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2013. Outside of his financial career, he is a musician and musical director for the quintet Afrocuba. 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 various wrap-fee advisory programs and financial planning services, with investment advice delivered through a managed-account platform that utilizes third-party managers and a centralized implementation process.

John Simon is a financial advisor at Simon Quick Advisors, LLC with eight years of industry experience. Prior to joining Simon Quick Advisors in 2017, he worked at William E. Simon & Sons, LLC for 23 years. He serves as finance chair of the Arnold and Mabel Beckman Foundation, reflecting involvement in nonprofit finance. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm employs a diversified investment approach including allocation to unaffiliated independent managers, mutual funds, ETFs, and affiliated private funds, and it offers integrated tax and back-office services alongside sub-advisory relationships.

Christopher Cella is a financial advisor at OnePoint BFG Wealth Partners with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Private Advisor Group. Outside of his advisory role, he serves on the board of Core Media Systems Inc., a nonprofit organization. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a blend of proprietary models, third-party managers, and custodian programs to manage client portfolios, primarily on a discretionary basis.

Jason Purvis is a Certified Financial Planner with nine years of industry experience. He is currently affiliated with Simplicity Wealth and has held roles at firms including Pruco Securities, Bank of America, Merrill, and AE Wealth Management. Outside of his advisory work, he engages in public speaking and private coaching focused on parenthood, fathering, and faith through Next Phase Enterprises. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm utilizes a fund-of-funds investment approach primarily involving ETFs and mutual funds, offers a range of advisory and managed account services, and provides technology and operational support for other advisers through its private-labelable platforms.

Daniel Mazurek Jr. is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with NPA Asset Management since 2008 and also maintains long-standing roles with Highland Wealth Management, Corridor Financial LLC, and Nationwide Planning Associates Inc. Additionally, he is an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs including Advisor Managed accounts and third-party sub-advisor solutions. The firm serves individual and high-net-worth investors, corporations, pension plans, and charitable organizations, combining advisor-led planning with model portfolio implementation and managing over $1 billion in client assets.

Daniel Otoole is a financial advisor at Simplicity Wealth with 34 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Simplicity Wealth in 2026, he worked at Meeder Investment Management, Inc., Quasar Distributors, LLC, and Horizon Investments. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering portfolio management and advisory services alongside technology and operational support for other advisors.

Arthur Grutt Jr. is a financial advisor with Capitol Securities Management, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Capitol Securities in 2019, he worked at LPL Financial and has been involved with Cambridge Life Brokerage LLC since 2006, where he serves as president overseeing employee benefits brokerage operations. Capitol Securities Management provides brokerage and advisory services to individuals, corporate and charitable clients, trustees, and plan sponsors. The firm offers comprehensive financial planning, pension consulting, insurance products, and manages assets through various programs including separately managed accounts and third-party money managers.

Joseph Belfatto Jr. is a financial advisor at Simon Quick Advisors, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Simon Quick Advisors since 2007, following a brief tenure at Massey Quick Wealth Solutions. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning and compliance, and administrative services. The firm combines private fund sponsorship, sub-advisory relationships, and integrated tax and back-office offerings, employing a range of investment strategies including long and short positions and options.

Sam Di Giovanni is a financial advisor with Avantax Planning Partners, Inc. in Parsippany, NJ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors and various Avantax entities. He also has experience working at Rider University and Diamond Nation, LLC. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered representatives. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets as of 2025.

Murray Woloshin is a CFA® charterholder with 18 years of industry experience, currently serving at Brookwood Investment Group. He has held roles at Redwood Private Wealth LLC, Protected Goals, LLC, and New Century Capital Management, LLC. Outside of his advisory work, he is president of Furraylogic, Ltd., a company specializing in the development and sale of customized software systems, and BFC Consultants, Ltd., which provides financial analysis and expert witness consulting for legal and accounting firms. 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, employing tailored portfolios across passive, active, tactical, and blended strategies.

Christopher Stappas is a financial advisor with Summit Financial, LLC, holding CFP® and Series 63 designations and bringing 35 years of industry experience. He has been with Summit Financial and related Summit entities since 1991 and also serves as managing member of CGS Financial, LLC. 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 a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.

Erkan Afacan is a financial advisor at International Assets Investment Management, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining International Assets Investment Management in 2022, he worked at Nationwide Planning Associates and Cambridge Investment Research for over 15 years. Outside of his advisory role, Afacan serves as the president of a homeowners association in Ridgewood, NJ. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary management, financial planning, and third-party manager referrals.

Brian Keller is a financial advisor at Summit Financial, LLC in Parsippany, NJ, holding a Series 66 credential with five years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Bank of America, Merrill, and Recordati Rare Diseases. Keller is a minority owner of R.B.S. Harrison, LLC, a rental property management company, though he is not involved in its operations. Summit Financial, LLC is a 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, portfolio management, and retirement plan services through both discretionary and consultative approaches.

Robert Sayre is a CFP® with 23 years of industry experience, currently serving at Simplicity Wealth. His prior experience includes roles at Cetera and Mid-Atlantic Wealth Advisory, where he has been a principal since 2012. Sayre also holds a leadership role as president of Phyxius Capital Management. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, alongside managed account platforms and model portfolios monitored with ongoing rebalancing and due diligence.

Kristen Breault is a financial advisor at Circle Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Circle Wealth Management since 2007. Circle Wealth Management provides customized wealth advisory, investment management, and family office services to high-net-worth individuals and multi-generational families, focusing on clients with around $50 million in investable assets. The firm develops tailored Investment Policy Statements and offers both discretionary and non-discretionary services, supported by proprietary due diligence and comprehensive reporting.