Richard Dambola is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been affiliated with Creative Financial Designs and CFD Investments since 2014 and has managed his own firm, Richard D'Ambola & Associates, LLC, since 1999. In addition to his advisory roles, he is an insurance agent offering fixed annuities, disability, health, life, and long-term care insurance. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm uses asset-class model portfolios with various risk objectives and provides features such as Biblically Responsible Investing strategies and multiple billing options.

Michael Provine is a financial advisor at Cary Street Partners with 24 years of industry experience. He previously worked at Tradition Asset Management, Candor Wealth Advisors, and Tradition Capital Management LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance company clients.

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.

Patrick Bosworth is a Series 65 licensed financial advisor with 12 years of industry experience. He is currently with Sowell Management and also serves as a partner and financial advisor at Eagle Eye Advisors. His prior experience includes roles at XP Securities LLC, Minnesota Life Insurance Co, Allied Wealth Partners, Securian Financial Services Inc, and Giffen Solutions Inc. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm supports over 100 independent contractor advisors and employs multiple management styles, including strategic and tactical allocation and customized portfolio design.

Brian Macellara is a CFP® professional with one year of experience at CW Advisors, LLC. He previously spent nine years at Delta Financial Group, Inc. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional investors, using a Core-and-Satellite investment approach that combines active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Jennifer Hoffman is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and PNC Investments. Hoffman also provides investment advisory services through an independent firm, Gladstone Institutional Advisory LLC. 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 financial planning, employing a variety of investment approaches that include individual securities, mutual funds, alternatives, and tax-managed strategies.

David Cottam is a financial advisor with Cary Street Partners in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at National Wealth Management, LLC and Citigroup Global Markets. Outside of advisory work, he is the managing member of Equator Holdings, LLC, an investment holdings company focused on debt collection activities. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance companies.

Tori Benjamin is a CFP® professional with 12 years of experience in financial advisory services. She has worked at CW Advisors, LLC since 2025 and previously spent eight years at Delta Financial Group, Inc. and one year at NPA Asset Management, LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, employing a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Joseph Macellara is a CFP® with 13 years of industry experience, currently serving as an advisor at CW Advisors, LLC since 2025. Prior to this, he spent 34 years with Delta Financial Group, Inc. He is also a partner in 37 Stonehouse LLC, a real estate business. CW Advisors, LLC is a multi-team registered investment adviser managing roughly $15 billion in assets for individuals, families, trusts, charitable organizations, and institutional clients. The firm employs a Core-and-Satellite investment approach, combining a variety of active, passive, strategic, quantitative, and ESG strategies across multiple asset classes, and offers a range of wealth management, financial planning, portfolio management, and sub-advisory services.

Mark Chioda is a Series 65–licensed advisor at Tucker Asset Management LLC with six years of industry experience. He has worked at Tucker Asset Management since 2019 and previously was with Strategic Retirement Solutions, LLC. Outside of his advisory role, he operates as an independent insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation process to manage portfolios across various strategies, including alternative investments, and delivers services through a network of independent investment adviser representatives.

Joseph Marrocco is a Certified Financial Planner® with 12 years of industry experience. He is currently with CW Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Delta Financial Group, Inc., Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, charitable organizations, and institutions, employing a Core-and-Satellite investment framework that combines various active and passive strategies across multiple asset classes.

Joseph Napolitano is a financial advisor at Gladstone Wealth Partners with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Marshall & Sterling Wealth Advisors, and National Securities Corp. Napolitano is also involved with Gladstone Institutional Advisory, providing investment advisory services through an independent advisory firm. 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 strategies, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Robert Bucher is a financial advisor at Silvercrest Asset Management Group LLC with 23 years of industry experience. He has been with Silvercrest since 2015 and holds the Series 63 designation. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies alongside outsourced CIO, due diligence, and quantitative risk analytics, tailoring portfolios to individual client objectives.

Wayne Howell is a CFP® professional with 23 years of industry experience, currently affiliated with CW Advisors, LLC. He has a background that includes 13 years at Delta Financial Group, Inc. and operates an accounting and tax practice as a CPA. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a diverse client base including individuals, families, trusts, charitable organizations, and institutions. The firm utilizes a Core-and-Satellite investment approach combining active and passive strategies across multiple asset classes and offers wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

Todd Engmann is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Oppenheimer, Morgan Stanley, Citigroup Global Markets, and Ameriprise Advisor Services. Outside of his advisory role, he owns a business selling handcrafted earrings and serves as executor of an estate. Cary Street Partners provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a wide range of investment options and proprietary strategies, with a focus on serving institutional niches such as state and municipal government entities and insurance companies.

Richard Spinner is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Edge Wealth Management, Transcend Wealth Collective, and Merrill. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving diverse client needs including ERISA retirement plans and institutional niches such as state and municipal government entities.

Lisa Guido is a financial advisor at Summit Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Summit Financial, she worked at Verizon for 11 years. Summit Financial, LLC is an SEC-registered, 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, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches to investment management.

David Greenberg is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He serves as president of Integrated Planning Concepts LLC, where he advises clients on health insurance matters, and acts as an ambassador for the Morris County Chamber of Commerce. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, businesses, and organizations, combining advisor-led management with model-based strategies and offering a range of financial planning and consulting solutions.

Daulton Carlisle is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds a Series 66 designation and has prior experience with Vanguard Marketing Corporation, The Vanguard Group, Inc., and Equitable Advisors, LLC. Outside of his financial career, he has worked at Chester Valley Golf Club and The Golf Zone. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Joseph Scalzo is a financial advisor with Commonwealth Financial Network in Clinton, NJ, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Edward Jones for 15 years and MetLife Investment Fund Services LLC for one year. He also engages in fixed insurance sales, spending a small portion of his time on this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, third-party asset manager access, and custody services, managing roughly $212.7 billion in client assets.