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.

Robin Walsh is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Securities America Advisors, Primerica Advisors, and Guardian Life Insurance. He is the president of the B.J. Thomas Memorial Scholarship, a nonprofit organization focused on raising funds for educational costs through community events. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, retirement plans, and charitable organizations. The firm employs a goals-based, client-centered planning approach supported by proprietary software and an evidence-based investment framework that incorporates behavioral economics and quantitative analysis.

William Skillender is a financial advisor at Madison Avenue Securities, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Broker Dealer Financial Services Corp from 2009 to 2017. Outside of his advisory role, he owns and operates William Skillender Wealth Management Tax Advisory, focusing on insurance products, and is involved in a book promotion venture as well as a Medicare partnership program. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services through various account platforms and employs multiple investment strategies across discretionary and non-discretionary accounts.

Joseph Giacchi is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with International Assets Investment Advisory LLC and Sterling Noble since 2010 and is also involved in the restaurant business as wait staff at Lubrano's Trattoria. 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 offers customized portfolio management, financial planning, and access to third-party wrap and manager programs, utilizing a range of investment vehicles and strategies tailored to client objectives and risk tolerance.

David Vezina is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at TFS Securities Inc and TFS Insurance Agency. In addition to his advisory work, he serves as an annuity manager at 1st Jersey Insurance Agency, where he continues to service Medicare clients. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework, and provides a variety of retirement-plan services alongside asset management and financial planning.

Stephen Kaufman is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Vanderbilt Advisory Services since 2016 and previously worked at UBS Financial Services. Kaufman is the founder and president of Quality Financial Concepts, where he provides tax preparation services in addition to investment advisory functions. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis for portfolio management and is noted for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Jeffrey Farrell is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with World Equity Group since 2010. In addition to his advisory role, Farrell is a sales agent for fixed insurance products. World Equity Group provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.

Alan Berger is a financial advisor with Arkadios Wealth Advisors, holding a Series 63 designation and over 46 years of industry experience. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital in 2019, he worked at Triad Advisors, Inc. from 2014 to 2019. In addition to his advisory role, Berger is involved with Foresight Financial Partners, providing financial planning, estate, business planning, insurance, and investment management services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, employing a combination of advisor-managed accounts, third-party money managers, and in-house portfolio management. The firm integrates fundamental, technical, and cyclical analysis in its approach and provides discretionary account management supported by an internal portfolio team.

Charles Cerone is a financial advisor at Prosperity Wealth Management, Inc. with 38 years of industry experience. He holds the Series 66 designation and has worked at Prosperity Wealth Management since 2018, with prior experience at Fortune Financial Services and Foresters Equity Services. Outside of his advisory role, he owns and operates 21st Century Wealth & Insurance Services, focusing on insurance and related services. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million in discretionary assets and emphasizes tailored portfolio supervision with diversified investment strategies and ongoing oversight of third-party managers.

Edward Grampp Jr. is a financial advisor with Santander Securities LLC in Manchester, NJ, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2010. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice primarily through the FMAX managed-account platform.

Eric Leibowitz is a financial advisor at ThePARTNERS Wealth Management with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Belpointe Asset Management, Cambridge Investment Research Advisors, and Ambre Financial. Outside of his advisory work, he operates as an independent insurance agent with Belpointe Insurance, LLC. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes a blend of customized portfolios, model-based management, and access to third-party investment managers, supported by proprietary and third-party tools.