Evan Baldwin is a financial advisor with Gladstone Wealth Partners in Bedminster, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior career includes 12 years with Prudential Insurance Company of America and Pruco Securities, LLC. Baldwin also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. 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, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Derren Burse is a financial advisor at Gladstone Wealth Partners with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, LPL Financial, and MetLife/Brighthouse Financial. Outside of his advisory role, he is employed with Abound Health and is involved with a basketball-related organization called Yes, I Can Basketball. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Anthony Caruso is a financial advisor with Gladstone Wealth Partners, holding a Series 63 designation and bringing 43 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. from 2013 to 2020, and he has been with Gladstone Wealth Partners and LPL Financial since 2020. 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 utilizes a range of investment strategies including individual equities and bonds, mutual funds, ETFs, alternative investments, and tax-managed strategies.

Colleen Sylvester is a financial advisor at SpiderRock Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with BlackRock since 2010. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of clients including institutional investors, family offices, and high-net-worth individuals. The firm employs systematic, technical, and quantitative strategies combined with fundamental analysis to deliver option-based hedges and yield-enhancing overlays, operating under proprietary software and real-time risk monitoring.

Bradley Banken is a financial advisor at Rossby Financial, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Cambridge Investment Research Advisors, Wells Fargo Securities, Deutsche Bank Securities, and J.P. Morgan Securities. Outside of his advisory role, he serves as a football coach for North Hunterdon Football and is a board member of an organization in Philadelphia. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and business entities. The firm uses a variety of analytical approaches and diversified strategies across multiple asset classes, offering tailored portfolios and incorporating third-party managers and turnkey platforms where appropriate.

Michael Dugan is a financial advisor with Private Client Services, LLC in Raritan, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Private Client Services since 2010. Outside of his advisory role, he is involved in youth sports coaching, serving as a head coach for both boys’ and girls’ basketball programs and as treasurer for a local youth lacrosse club. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers a range of implementation platforms, including discretionary and non-discretionary management options.

Kevin Lynch is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners' Financial Services and Westminster Wealth Management. Outside of finance, Lynch is involved with Healing To Wellness, a physical therapy business, and serves as an officer and director for the Society For Financial Awareness, a nonprofit focused on financial education, as well as the Montgomery/Rocky Hill Rotary. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions delivered through a network of independent investment adviser representatives.

Tracy Hummel is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 22 years of industry experience. She has been associated with John Hancock and its related entities since 2005 and has also worked with Manulife Asset Management since 2012. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to produce written recommendations, primarily focusing on asset allocation, retirement, and estate planning, and serves a large client base through a technology-assisted model.

Denise Vecchione is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has worked at Gladstone Wealth Partners and LPL Financial since 2020 and previously spent seven years with Ameriprise Financial Services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of investment and retirement plan services, including discretionary portfolio management and financial planning, with investment approaches tailored at the representative level.

Zohaib Tariq is a financial advisor with Packerland Brokerage Services, Inc. in Somerset, NJ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at American Global Wealth Management, Citigroup, JPMorgan Chase Bank, and several other firms. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers through a comprehensive investment platform.

Stephen Miller is a financial advisor at Composition Wealth, LLC with 16 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and various institutions. The firm’s investment approach emphasizes long-term strategies with diversified mutual funds and ETFs, complemented by fundamental and technical analysis and periodic portfolio rebalancing.

Hongwei Liu is a CFP® professional with six years of experience in financial advising, currently with Wealthcare Advisory Partners LLC. He has prior experience at Ni Advisors Inc and operates an accounting and tax services business as a CPA. He also serves as Vice President of Amerelite Financial Group LLC, a life and health insurance firm. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advisory approach that incorporates proprietary software and behavioral economics, combining quantitative metrics, fundamental analysis, and both passive and active investment strategies.

Luke Conway is a CFP® professional with one year of industry experience currently affiliated with Summit Financial, LLC. Prior to joining Summit Financial, he worked at JP Morgan and held roles at Blocksworks, The Street, and Investopedia. Summit Financial, LLC is a 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, combining discretionary and consultative services tailored to client needs.

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.

Kevin Deutsch is a financial advisor at International Assets Investment Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s independent adviser representatives deliver customized, long-term portfolio strategies using mutual funds, ETFs, individual equities, and fixed income, with additional access to third-party managers and financial planning services.

Keith Boyd is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Boyd is involved with Gladstone Institutional Advisory and other related entities, providing investment advisory services through independent firms. Gladstone Wealth Partners serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Kevin Albrecht is a financial advisor at Novem Group with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including LPL Financial, Cetera, and The Provident Bank. In addition to his advisory role, he maintains a part-time insurance agent activity. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis to manage portfolios across a range of asset classes, offering both wrap and non-wrap management arrangements.

Jennifer Hoffman is a financial advisor with Gladstone Wealth Partners and holds a Series 66 designation. She has 16 years of industry experience, including prior roles at Morgan Stanley and PNC Investments. Hoffman also provides investment advisory services through Gladstone Institutional Advisory LLC, an independent registered investment advisor. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a team of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a variety of investment approaches tailored at the representative level.

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.