Peter Chandler is a CFP® professional with 22 years of experience in the financial industry. He is currently with RMR Wealth Builders, Inc., having joined the firm in 2025. Prior to this, he worked at Fisher Investments for four years and CION Securities, LLC for nine years. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with a distinctive approach that includes insurance product sales and a digital-asset platform.

Sanford Braun is a financial advisor at Gilder Gagnon Howe & Co. LLC with 29 years of industry experience. He has been with the firm since 1998. Braun serves as a board member for Touro College, a higher education charitable organization. Gilder Gagnon Howe & Co. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented equity strategy managed by multiple independent portfolio managers with full trading discretion.

Dragan Stojkovski is a financial advisor at Beacon Trust with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Beacon Trust, he worked at PNC for 16 years and was involved with Eurocatering, LLC. Beacon Trust provides financial planning, discretionary portfolio management, retirement-plan advisory, and trustee services to individuals, trusts, pension, and charitable entities. The firm combines in-house strategies with external managers and emphasizes tax-aware investing and customized fixed-income portfolios.

Jitender Gidwani is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors, Inc. and Equitable Advisors. Outside of his advisory role, he serves as a board member at Gulf Atlantic Bank. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party programs.

Diane Radossich is a financial advisor at Beacon Trust with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Beacon Trust since 2017. Beacon Trust serves individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers financial planning, tax preparation, and discretionary portfolio management through a multi-team advisory staff and employs an open-architecture investment platform with a risk-first framework and tax-aware strategies.

Nicholas Choman is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at A.G.P./Alliance Global Partners, Aegis Capital Corp, LPL Financial, Voya Financial Advisors, and Vision Retirement. In addition to his advisory work, he is involved with ACC Corp., a general insurance agency. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.9 billion across 52 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan services, sub-advisory roles, and educational seminars.

David Severe is a financial advisor with Main Street Financial Solutions, LLC, holding a Series 65 designation. He has one year of experience in the financial industry and a prior career of over two decades at AT&T. Main Street Financial Solutions serves a broad client base, including individuals, pension plans, trusts, and business entities. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies while offering ERISA fiduciary consulting and managing held-away accounts through third-party platforms.

Dante Petullo is a CFP® and holds a Series 66 license, currently affiliated with OnePoint BFG Wealth Partners. He has three years of industry experience and previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Before entering the financial services industry, he was involved with Boardwalk Pizza. 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 employs a mix of proprietary models and third-party managers, with most assets managed on a discretionary basis, and utilizes AI-assisted tools for client meeting documentation.

Alexa Tambasco is a ChFC® credentialed financial advisor at SAX Wealth Advisors, LLC with two years of industry experience. Prior to joining SAX Wealth Advisors in 2022, she worked at MassMutual TriState and Sterling Financial Group. She also has a background in education from Ithaca College. SAX Wealth Advisors provides investment management, comprehensive financial planning, and specialized consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm follows an evidence-based investment approach focused on globally diversified, low-cost passive funds and uses discretionary portfolio management tailored to client needs.

Reuben De Almeida is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Bank of America N.A., Merrill, Pruco Securities, and The Prudential Insurance Company of America. He is currently based in Scotch Plains, NJ. 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 offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily onboarding retail investors through its FMAX wrap-fee platform and third-party discretionary managers.

Salvadore Salvo is a financial advisor with Summit Financial, LLC and holds a Series 63 designation, bringing 52 years of industry experience. He previously worked with Summit Equities, Inc. and Summit Financial Resources, Inc. for 36 years before joining Summit Financial in 2018. Outside of his advisory role, Salvo serves on the board of Legatus, a religious organization, and is involved in planned giving education through several nonprofit-related activities. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management. The firm offers both discretionary and consultative investment management services, financial planning, and retirement plan advisory, serving approximately 17,800 clients with a broad range of portfolio management programs and access to alternative investments.

Nathan Barbakoff is a financial advisor at OnePoint BFG Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at Bleakley Financial Group, Private Advisor Group, and LPL Financial. In addition to his advisory role, he is involved in offering life, disability, long-term care, and health insurance products. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party investment models with a strong focus on discretionary portfolio management and uses advanced tools for monitoring and client meeting documentation.

Adam Puskar is a financial advisor with OnePoint BFG Wealth Partners in Parsippany, NJ, holding Series 66, 63, and 65 licenses and eight years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Private Advisor Group, Merrill, and a four-year tenure with the Lehigh Valley Iron Pigs. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment approaches using third-party managers, custodian platforms, and proprietary models, supported by technological and operational outsourcing solutions.

Keith Fahrman is a financial advisor at Summit Financial, LLC with 30 years of industry experience. He has been with Summit Financial since 2018 and previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1996 to 2018. Fahrman also holds the Series 63 and Series 65 designations. 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 and portfolio management services, combining discretionary and consultative approaches across its programs.

Thomas Trynin is a financial advisor at Simon Quick Advisors, LLC with 13 years of industry experience. He holds a Series 65 credential and previously worked at Red Hook Management, LLC for ten years before joining Simon Quick Advisors in 2022. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial and tax planning, and administrative services. The firm combines private fund management, sub-advisory relationships, and integrated back-office offerings, including tax return preparation and bill-pay services.

Natasha Howe is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked primarily with Muriel Siebert & Co., Inc., including her current role, and has experience in various industries including personal training and nutrition. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities by providing investment supervisory services and managed programs through a web-based platform and access to third-party and independent managers. The firm employs Modern Portfolio Theory with ETF/ETN allocations, offering both discretionary and non-discretionary portfolio management within a wrap-fee structure.

Matthew Sysyn is a financial advisor at Santander Securities LLC with a Series 66 designation and less than one year of industry experience. His prior work history includes roles outside the financial services sector in retail and education. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across roughly 10,800 client relationships. 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.

Jamie Sherr is a financial advisor at Gilder Gagnon Howe & Co. LLC with 32 years of industry experience. He holds a Series 66 designation and has previously worked at Facet Wealth, National Asset Management, and National Securities Corporation. He has been with Gilder Gagnon Howe since 2022. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm focuses on active, growth-oriented trading strategies primarily involving stocks, combining fundamental and technical research, and serves clients through separately managed accounts and a retirement wrap-fee program.

Stephen Roth is a CFP® with 23 years of industry experience. He is currently with Gladstone Wealth Partners and has held prior roles at LPL Financial, LLC and PRUCO Securities, LLC. Outside of advisory roles, he has served as a benefit consultant in the non-variable insurance sector. 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 using a broad range of investment approaches tailored at the representative level.

Confrence Gbaje is a financial advisor at A.G.P. / Alliance Global Partners with Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Aegis Capital Corp. since 2010. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled-vehicle accounts alongside active broker-dealer operations.