Gustav Langford is a financial advisor with Siebert AdvisorNXT, LLC., holding a Series 63 designation and 27 years of industry experience. He has worked at Muriel Siebert & Co., Inc. and Stockcross Financial Services, Inc. Langford volunteers one hour per month at the Elkins Park Firehouse. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program, using algorithmic portfolio construction based on Modern Portfolio Theory and offering both discretionary and non-discretionary account management.

John Paul Mcmanus is a CFA® with 16 years of industry experience. He is currently with Snowden Capital Advisors LLC and previously worked at Laidlaw & Co (UK) Ltd. for 14 years. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and employs a range of investment tools while managing externally custodied and employer-sponsored retirement plan assets.

Frank Ammirato is a financial advisor with NPA Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including over two decades at NPA Asset Management and Nationwide Planning Associates. Outside of his advisory work, Ammirato provides FAA financial consulting and tax preparation services for a limited part of the year. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, often utilizing third-party sub-advisors while maintaining supervisory oversight.

John Raggio is a CFA® charterholder and financial advisor with Cannell & Spears LLC in New York, NY, bringing seven years of industry experience. He has been associated with Spears Abacus Advisors LLC since 2008. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients such as charities, pension plans, and pooled investment vehicles. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Samantha Crank is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. She holds a Series 66 license and previously worked at Lord Abbett & Co. LLC for four years. Outside of her advisory role, she is a Senior Associate at Golub Capital. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, utilizing both advisor-driven and proprietary model allocations.

Alison Motroni is a financial advisor at Abacus Wealth Partners with five years of industry experience. She holds a Series 65 designation and has worked previously at Align Impact, Field Guide Advisory, and Stryker. Abacus Wealth Partners serves individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive, asset-class investment approach using institutional funds, incorporates ESG screening upon request, and tailors portfolios to client risk profiles and goals.

Eli Gelman is a financial advisor at Jefferies Investment Advisers LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC since 2015. Gelman serves as a board member of the MAR JCC, a Jewish community center, and also holds a board position with 80 Home Housing Community, a nonprofit organization. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm follows a customized, collaborative planning process using third-party software and scenario analysis to support goal-based financial planning.

Ryan Lovell is a financial advisor at Simplicity Wealth with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, The Leaders Group, and Osaic Wealth/Highland Capital. Outside of his advisory role, he is involved as an insurance sales consultant with COVR Financial Technologies. Simplicity Wealth serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering discretionary portfolio management and a technology-driven managed account platform for advisers.

Richard Hveem is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Nori, Hennion, Walsh, Inc. since 1995 and is also involved with Campus Corner. Outside of his advisory work, he is an owner and provides funding for an online resale business operated by his wife. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs using both discretionary and non-discretionary management, employing fundamental and technical analysis across various asset classes.

Ashok Chachra is a financial advisor with Allen Investment Management, LLC in New York, NY, with five years of industry experience and sixteen years at his current firm. Allen Investment Management, LLC provides customized wealth management and advisory services primarily to high-net-worth individuals, family offices, trusts, foundations, and other accredited investors, including a significant non-U.S. client base. The firm offers tailored investment programs through discretionary and non-discretionary management agreements, emphasizing manager due diligence across a range of long-only equity and thematic strategies.

Paula Gaibor is a Series 66-registered financial advisor with seven years of industry experience. She currently works at Snowden Capital Advisors LLC and Snowden Account Services since 2022. Her prior experience includes roles at Morgan Stanley and Merrill, as well as four years at the University of Miami. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, employing a multi-team approach combined with institutional capabilities and frequent use of third-party managers.

Yan Agrachev is a financial advisor at Santander Securities LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander Securities and Santander Bank since 2006. 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 a range of advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary management and ongoing oversight.

Donald Callahan is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds the Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank and JPMorgan Securities LLC since 2014. Outside of finance, he was involved with The Piano Workshop at Chester from 2014 to 2019. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs both discretionary and non-discretionary strategies across a range of asset classes and offers various managed account programs and financial planning services.

Ryan Nelson is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at Equitable Advisors, LLC, Nelson Financial Services, and MC Companies. Since 2023, Nelson has also operated as an independent insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives who deliver a range of investment programs and provides services to other RIAs and nonstandard institutional clients.

Rebecca Jin is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at JPMorgan Chase Bank NA and its affiliated entities for five years before joining Arete Wealth Management and Golub Capital in 2025. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, while also utilizing third-party sub-advisers and conducting ongoing account monitoring.

Charles Frentz is a CFA® charterholder currently with Douglass Winthrop Advisors LLC, where he has worked since 2026. He previously worked at Frentz O'Donnell Investments Limited from 2022 to 2026 and at Tree Line Advisors from 2013 to 2022. Douglass Winthrop Advisors provides customized investment management primarily for individuals, high-net-worth families, trusts, endowments, and institutional clients. The firm emphasizes long-term horizons and fundamental stock research, offering equity and balanced portfolio strategies including a distinct Sustainable Equity program with an environmental value filter.

Richard Rodman is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and 39 years of industry experience. His prior firms include Royal Alliance Associates, IAM Advisory LLC, and Investment Advisors Asset Management, LLC. Outside of his advisory work, he is a published financial author and oversees financing for a long-haul automobile carrier through a separate consulting business. Wealthcare Advisory Partners LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan advisory services, employing a goals-based approach that combines behavioral economics with quantitative and fundamental analysis.

William Ketterer is a CFA® charterholder with 17 years of industry experience. He currently serves as an advisor at Cantor Fitzgerald Investment Advisors and has held roles at Cantor Fitzgerald & Co. and Smith Group Asset Management over the past 17 years. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm employs a three-step process for ETF model portfolios with a focus on strategic, tactical, and opportunistic asset allocation, utilizing primarily index-based ETFs for diversification.

Joseph Shalom is a Series 66-licensed financial advisor with six years of industry experience. He currently works at ThePARTNERS Wealth Management and previously held positions at Hornor Townsend & Kent LLC, MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Outside of advisory work, Shalom operates a travel agency that assists clients with hotel research and bookings. 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 combines custom portfolios and model-based management, using both internal and third-party resources, and requires advisors to utilize the Amplify Platform for trading and model access.

Kevin Morse is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. since 2012. Outside of his advisory role, Morse serves as a firefighter with the Morristown Fire Department. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation and works with approved sub-advisors for day-to-day trading while maintaining supervisory oversight.