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.

Lauren Russo is a CFP® professional with eight years of industry experience. She is currently with MissionSquare Retirement and MissionSquare Investment Services, having previously worked at Farther Finance Advisors and Zynergy Retirement Planning. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

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.

Christine La Valle is a financial advisor at Santander Securities LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Santander in various capacities since 2007. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Edward Massari Jr. is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has 14 years of industry experience and has been with International Assets Advisory, LLC since 2016. Massari is also a co-successor trustee of two family trusts. International Assets Investment Management (IAIM) offers investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may utilize third-party money managers and wrap programs.

Dylan Cinardo is a financial advisor with Santander Securities LLC in Lakewood, NJ, holding Series 63 and Series 65 licenses and with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, as well as work with emergency medical services organizations. He also founded Attention to Detail Janitorial Services, LLC. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides multiple managed account strategies implemented by third-party managers and maintains affiliated banking relationships that support its cash sweep programs.

John Padgett is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at National Securities Corporation and National Asset Management. He is also a licensed insurance agent involved with fixed annuities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm offers a wide range of services, including advisory programs, third-party manager access, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

James Boyle is a financial advisor with Alexander Capital Wealth Management LLC in Manasquan, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Cetera Advisors LLC since 2013. Outside of his advisory role, Boyle serves as a broker for AFLAC supplemental insurance through JFB III LLC. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

William Ippolito is a financial advisor at Alexander Capital Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC. Prior to his financial career, he served at the Point Pleasant Beach Police Department for 27 years. Outside of advising, he owns a private detective agency and is involved in private investigations and employee background checks. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis and employs both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Vincent Lucchesi is a financial advisor at Kingswood Wealth Advisors, LLC with 28 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services for 18 years, followed by roles at Alden Investment Advisors LLC and J. Alden Associates, Inc. Lucchesi is also president of VSL Wealth Advisory LLC, an entity established to pay expenses. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both discretionary and non-discretionary investment advice tailored to client profiles.

Daniel Delrosso is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Aegis in 2023, he worked at IC Advisory Services Inc and The Investment Center Inc from 2015 to 2023. He is also president of D.DELRO CORP-PERSONAL PORTFOLIO, a personal asset holding company established in 2006. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs. The firm offers both discretionary and non-discretionary account options and supports a variety of client objectives through multiple program platforms.