Robert Maxson is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. His career includes positions at Merrill, Bank of America, UBS Financial Services, Morgan Stanley, and other firms. He holds Series 63 and Series 65 licenses. A.G.P. / Alliance Global Partners is a multi-team platform of approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage, utilizing an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships.

Paul Stawinski is a financial advisor at Garden State Investment Advisory Services, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Financial Advisors, CLU Wealth Advisors, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also a captain of a yacht charter. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages approximately $674 million in client assets and offers discretionary portfolio management through a multi-advisor team, utilizing a mix of fundamental, technical, and third-party research tailored to client risk profiles and goals.

Richard Going II is a financial advisor at Garden State Investment Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of his advisory work, he serves as an archery coach and is the New Jersey president of the S3DA. Garden State Investment Advisory Services provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, and oversight of third-party managers, serving a diverse client base through a multi-advisor team managing approximately $674 million in client assets.

Joseph Petrillo is a financial advisor at Garden State Investment Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Garden State Securities since 2010. Outside of his advisory role, he is involved as a shareholder in a fitness club and is a passive owner of a restaurant in Asbury Park, NJ. Garden State Investment Advisory Services provides personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team offers portfolio management, financial planning, and consulting, utilizing various analytical approaches and third-party research to implement client strategies.

Wally Jandoli is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and bringing 49 years of industry experience. His career includes long tenures at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1982 to 2018, and he has been with Summit Financial, LLC since 2018. In addition to advisory services, he is involved in insurance brokerage, selling various insurance products through multiple companies. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.

Matthew Mason is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He previously worked at Aegis Capital Corp from 2012 to 2021 before joining A.G.P. Mason is involved with a separate business entity, MASON EXPRESS LLC, unrelated to investment activities. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach that integrates internally managed strategies, sub-advisory relationships, and model/wrap programs, offering a range of portfolio management, financial planning, and brokerage services.

Paul Etra is a financial advisor with IHT Wealth Management LLC, holding a Series 63 credential and bringing 24 years of industry experience. He has worked at IHT Wealth Management since 2020 and previously held positions at Private Advisor Group, LLC, LPL Financial, LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm combines fundamental value screening and quantitative optimization in its investment approach and delivers advice through a network of investment adviser representatives using proprietary models and third-party managers.

Jason Watson is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior roles include positions at McAdam LLC, Purshe Kaplan Sterling Investments, Madison Avenue Securities, and Garden State Securities. Garden State Investment Advisory Services provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages approximately $674 million in client assets through a multi-advisor team, applying a combination of fundamental, technical, and third-party research to deliver discretionary portfolio management tailored to client risk profiles and goals.

Ian Baker is a financial advisor with IHT Wealth Management LLC in Red Bank, NJ, holding a Series 63 credential and 26 years of industry experience. He has worked at IHT Wealth Management since 2020 and has prior experience with Private Advisor Group, LLC, LPL Financial LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment process integrates fundamental value screening, quantitative optimization, and periodic rebalancing, delivering tailored portfolios through a network of investment adviser representatives.

Kristin McLaughlin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2017. Prior to that, she worked at Coastal Investment Advisors and Coastal Equities, Inc., and she is also an independent insurance agent at McLaughlin Financial Group, where she has been involved since 2013. Kristin is a co-author of a book on general financial and investment topics. Advisory Services Network is a multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, consulting, and retirement plan advisory, using a flexible engagement model and a diverse mix of investment strategies.

Steven Bernknopf is a CFP® with 37 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC. His prior roles include positions at LPL Financial, LLC, Saxony Securities, Inc, and Herman Bernknopf & Company. He is also a principal at Prager Metis CPAs LLC, where he focuses on tax preparation and accounting. Additionally, Mr. Bernknopf serves as board member and treasurer for the charitable organization Child Wellness Institute, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction with regular monitoring and serves as sponsor and overseer of wrap and sub-advisor arrangements.

Ralph Hochuli is a financial advisor with IHT Wealth Management LLC in Red Bank, NJ, holding a Series 63 designation and possessing 25 years of industry experience. His career includes roles at IHT Wealth Management since 2020, Private Advisor Group, LLC from 2016 to 2020, and LPL Financial LLC since 2016. Additionally, he is a partner in Baumann, Dennis & Hochuli LLP, a CPA firm. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering services such as discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm combines fundamental value screening, quantitative optimization, and tactical strategies with a network of approximately 160 advisors managing around $9.8 billion in assets.

Gregory Dillon is a CFP® and CFA® with 18 years of experience in the financial services industry. He is currently with Prosperity Capital Advisors and has previously worked with M Holdings Securities, Atlas Advisory Group, and ONETEAM FINANCIAL LLC. Outside of his advisory role, he serves as president and instructor for a nonprofit chapter focused on social security and retirement income education and is an advisory board member for Best Buddies NJ. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers institutional services such as TAMP and sub-advisory support.

Viswanathan Venugopala is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Fortis Capital Advisors, LLC, where he has worked since 2024. Prior to joining Fortis, he spent 11 years at CITIGROUP. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized investment advice through a combination of discretionary management, advisor-specific styles, and model portfolios that include passive, active, tactical, and blended strategies, with ESG options available.

Joseph Fernandes is a financial advisor with Vanderbilt Advisory Services and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Gwn Securities Inc and PlanMember Securities Corporation. Outside of his advisory work, he is involved with The 401K Group LLC, a business offering insurance, securities sales, and referral services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, utilizing a blend of fundamental, technical, and charting analysis, and integrates advisory services with retirement-plan and benefits firms to support pension consulting and administration.

Timothy Mceneny Jr. is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has worked at Garden State Securities, Inc. since 2010 and Paulson Investment Company, Inc. since 2002. Outside of his advisory role, he organizes youth sports clinics, camps, and tournaments through Big Shot Hoops and serves as a sports official with IAABO-Shoreboard #194. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages approximately $674 million in client assets through a multi-advisor team, offering discretionary portfolio management based on client risk profiles using fundamental, technical, and third-party research.

John Zakar is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Royal Fund Management since 2015. In addition to his advisory role, he is an independent insurance agent selling Medicare, annuities, life, and long-term care insurance. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies informed by fundamental, technical, and cyclical analysis and offers specialized services such as options writing and access to select non-traded REITs.

Joseph Fields is a financial advisor at Calton & Associates, Inc. in Matawan, NJ, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch Pierce, Fenner & Smith Incorporated, Dworetsky Financial, and Star Wealth Advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and investment approaches tailored to client goals, risk tolerance, and liquidity needs.

Andre Murillo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Santander Securities LLC, Santander Bank, NA, JPMorgan Chase Bank, and JPMorgan Securities LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base that includes individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and discretionary account management.

Gregory Calderaro is a financial advisor with Garden State Investment Advisory Services, LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior work includes roles at Garden State Securities, Inc., Private Advisor Group, LLC, and LPL Financial, LLC. Outside of advisory work, he has experience in technology systems analysis and design through Progressive Systems and has served as a notary public. Garden State Investment Advisory Services, LLC offers personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team provides discretionary and non-discretionary portfolio management, financial planning, and oversight of third-party portfolio managers using a range of analytical methods and custodial relationships.