Christopher Noviello is a financial advisor at Vicus Capital, Inc. with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cetera and Walnut Street Securities. Outside of his advisory role, he serves as a board member of the nonprofit Grassroots Conservation. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of strategies including fundamental and technical analysis, with an emphasis on retirement-plan consulting and fiduciary services.

Rohan Somar Jr is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked with Rivertan Financial Group as a financial analyst. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management through its internal Arkadios Managed Solutions team, employing various analytical approaches and offering retirement plan fiduciary consulting.

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, retirement plans, and financial intermediaries with a fiduciary, goals-based investment process that incorporates discretionary portfolio management, turnkey asset management, and alternative strategies. The firm uses a range of investment approaches supported by technology partnerships and automated monitoring.

Evan Baldwin is a financial advisor with Gladstone Wealth Partners in Bedminster, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior career includes 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 serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

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.

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.

Bradley Banken is a financial advisor at Rossby Financial, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Cambridge Investment Research Advisors, Wells Fargo Securities, Deutsche Bank Securities, and J.P. Morgan Securities. Outside of his advisory role, he serves as a football coach for North Hunterdon Football and is a board member of an organization in Philadelphia. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and business entities. The firm uses a variety of analytical approaches and diversified strategies across multiple asset classes, offering tailored portfolios and incorporating third-party managers and turnkey platforms where appropriate.

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.

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.

James Mcgeehin is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Gladstone in 2017, he worked at PNC Investments for 13 years. 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 access to various investment solutions, with an investment approach tailored at the representative level.

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.

Thomas Courtright Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Gladstone Wealth Partners since 2016. Prior to joining Gladstone, he worked at PNC Investments LLC for nine years. Courtright maintains a Series 66 license and operates primarily out of Hackettstown, NJ. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment and financial planning services, implementing diverse strategies at the advisor level and conducting due diligence on sub-advisers and model providers.

Denise Vecchione is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has worked at Gladstone Wealth Partners and LPL Financial since 2020 and previously spent seven years with Ameriprise Financial Services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of investment and retirement plan services, including discretionary portfolio management and financial planning, with investment approaches tailored at the representative level.

Zohaib Tariq is a financial advisor with Packerland Brokerage Services, Inc. in Somerset, NJ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at American Global Wealth Management, Citigroup, JPMorgan Chase Bank, and several other firms. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers through a comprehensive investment platform.

Stephen Miller is a financial advisor at Composition Wealth, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Miller may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and both fundamental and technical analysis.

Hongwei Liu is a CFP® professional with six years of experience in financial advising, currently with Wealthcare Advisory Partners LLC. He has prior experience at Ni Advisors Inc and operates an accounting and tax services business as a CPA. He also serves as Vice President of Amerelite Financial Group LLC, a life and health insurance firm. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advisory approach that incorporates proprietary software and behavioral economics, combining quantitative metrics, fundamental analysis, and both passive and active investment strategies.

Luke Conway is a CFP® professional with one year of industry experience currently affiliated with Summit Financial, LLC. Prior to joining Summit Financial, he worked at JP Morgan and held roles at Blocksworks, The Street, and Investopedia. Summit Financial, LLC is a 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 programs, combining discretionary and consultative services tailored to client needs.

Philip Marchetti is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at PNC Wealth Management, LPL Financial, Banc of America Investment Services, and Quick & Reilly. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions with investment approaches tailored at the representative level.

Kevin Deutsch is a financial advisor at International Assets Investment Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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, individual equities, and fixed income, and offers both discretionary and non-discretionary management along with financial planning and third-party manager referrals.

Keith Boyd is a financial advisor with Gladstone Wealth Partners in Flemington, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Gladstone Wealth Partners since 2020, with prior experience at Wells Fargo Clearing from 2016 to 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 and a range of financial planning and retirement consulting services, implementing investment strategies tailored by individual representatives and supported by platform-level due diligence.