Jeffrey Dattolo is a financial advisor with Prosperity Capital Advisors in Red Bank, NJ, holding CFP® and ChFC® designations and over 36 years of industry experience. He previously worked at Madison & Main Advisors LLC and M Holdings Securities Inc., among other firms. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other financial professionals. The firm utilizes model-based, asset-allocation strategies with ongoing portfolio supervision, offering services including discretionary investment management, consulting, and financial planning.

Giancarlo Capodanno is a financial advisor with Prosperity Capital Advisors in Red Bank, NJ, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., TD Ameritrade, and The Investment Center Inc. Outside of his advisory work, he volunteers as a speaker for the American Financial Educational Alliance, conducting seminars to promote financial literacy. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers services such as turnkey asset management programs, separately managed accounts, and retirement plan solutions.

Stephen Kaufman is a financial advisor at Vanderbilt Advisory Services with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vanderbilt since 2016. Kaufman is also the founder and president of Quality Financial Concepts, Inc., where he has provided investment-related and tax preparation services since 2005. Vanderbilt Advisory Services serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary and third-party model portfolios, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods.

Mary Holevinski is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. She has been with Madison Avenue Securities since 2011 and has operated Holevinski Financial Services since 1973. Outside of advisory work, she is a board member of the North Central Jersey National Association of Insurance and Financial Advisors and works as a licensed real estate agent. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, pension consulting, and college-savings services through multiple account platforms and programs.

Jeffrey Farrell is a financial advisor at World Equity Group, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2010. Outside of his advisory role, he is also a sales agent for fixed insurance products. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, nonprofit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and manages approximately $944.7 million in assets.

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.

David Buckwald is a CFP® professional with 37 years of experience in the financial services industry. He is currently an advisor at Prosperity Capital Advisors and has held roles at M Holdings Securities Inc. and Atlas Advisory Group, LLC. Buckwald serves on the Board of Directors for M Financial and participates in strategic consultations. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and a range of mutual funds, ETFs, and alternative solutions.

Marc Harary is a Series 66-licensed advisor with 24 years of industry experience. He has worked at IHT Wealth Management since 2020 and previously held roles at Private Advisor Group, LPL Financial, Harary Financial Group, and PRB Wealth Management. Harary is also involved with Harary Financial Group and PRB Wealth Management, both affiliated with LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers through a network of investment adviser representatives using a combination of fundamental and quantitative investment strategies.

Eric Leibowitz is a financial advisor with ThePARTNERS Wealth Management in Freehold, NJ, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining ThePARTNERS in 2026, he worked at Belpointe Asset Management for seven years and spent five years at Cambridge Investment Research Advisors. He is also an independent insurance agent with Belpointe Insurance, LLC. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized and model-based portfolio management, leveraging internal and third-party resources to serve discretionary accounts.

James Dessjuk is a financial advisor at Aegis Capital Corp. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ic Advisory Services Inc and The Investment Center Inc for eight years. Outside of his advisory role, he is involved with Healthcare Solutions Teams as an insurance specialist focusing on health, dental, and vision coverage. 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 through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client types with trade execution, clearing, custody, and reporting services.

Danielle D'Angiolillo is a CFP® with 25 years of industry experience, currently serving at Prosperity Capital Advisors. She previously worked at Bank of America and Merrill for eight years and has held roles at McManus & Associates and other firms. In addition to her advisory work, she is a licensed insurance agent and registered representative, engaging in insurance and securities sales. Prosperity Capital Advisors is an SEC‑registered enterprise adviser providing financial planning, consulting, and discretionary investment management for individual and high-net-worth clients, corporations, trustees, retirement plans, and broker/dealer customers. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing a combination of core and specialized models alongside advisor-directed portfolios and third-party sub-advisors.

Gary Ronan is a financial advisor with Prosperity Capital Advisors in Colts Neck, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. He is the owner of Alicorn Financial Advisors, LLC and AFG Tax Services LLC, through which he offers tax preparation and consulting services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative investments.

Ronald York Jr. is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Arkadios Wealth and Arkadios Capital since 2019 and was previously with Triad Advisors, Inc. from 2014 to 2019. York also owns a health and life insurance advisory business and provides real estate consulting and management services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed accounts, third-party money managers, and proprietary portfolio models. The firm integrates a large network of advisory entities with an affiliated broker-dealer and an in-house portfolio management team.

Brendan Sheehan is a financial advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he owns Brendan's Tax Service LLC, where he prepares income tax returns. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and integrates quantitative and fundamental analyses to build long-term portfolios.

Scott Breckenridge is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management since 2020, following prior roles at Bank of America and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a consolidated investment platform with access to equities, fixed income, and alternatives.

John Alexander III is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds a Series 66 designation and previously worked at George McKelvey Co., Inc. for 15 years. John is also involved in Alexander Investments, LLC, a family-owned investment firm, where he participates in securities research and tax preparation as a non-compensated activity. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, pure-index, and specialized offerings such as Buffered Equity ETFs and options-based overlays, and utilizes third-party sub-advisers alongside proprietary technology to manage held-away accounts.

Patrick Pryz is a CFP® professional with 17 years of industry experience. He is currently with Mariner and has previously worked at Msec, LLC, Millington Securities, Inc., WBI Investments Inc., and Quasar Distributors, LLC. Pryz holds Series 65 and Series 66 registrations. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and external managers, offering a range of strategies including equity, fixed income, alternatives, and digital assets, along with integrated tax and accounting services uncommon at its enterprise scale.

Jeffrey Artherholt is a CFP® with 27 years of industry experience. He is currently affiliated with Kestra Advisory and Kestra Investment Services, having joined in 2024. Prior to this, he worked at Woodbury Financial Services Inc and Securian Financial Services Inc., among other firms. He is also involved with Obsidian Wealth Advisors in a financial advisor capacity focusing on financial planning and portfolio management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.