Janet Sherry is a CFP® with 27 years of industry experience, currently serving at Arkadios Wealth Advisors since 2019. Prior to that, she worked at Triad Advisors, Inc. for five years. In addition to her advisory role, she is a co-owner of Foresight Financial Partners, a financial planning and investment firm. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money manager access, and financial planning. The firm supports customized, discretionary investment strategies with an internal portfolio team and offers integrated advisory and brokerage services under a unified operating model.

Carlton Ebneth is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with multiple firms including Foundations Investment Advisors and Physicians Wealth Advisory Group, where he also serves as president and sells insurance-related products. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation approach and incorporates a range of strategies including alternative investments and private offerings.

Christopher Vetrano is a financial advisor at Chelsea Advisory Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chelsea Financial Services since 2007. In addition to his advisory role, he is involved in life insurance with National Life Group and Innovative Underwriters and spends time meeting with clients about retirement income needs through CV Wealth Management. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis, and integrates its advisory services with an affiliated broker-dealer and custody platform.

Corey Shevlin is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Prosperity Capital Advisors and The Lynch Financial Group. Outside of his advisory role, he is also a licensed insurance agent and works as a server at The Pour House. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, and other advisors. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Roseann Palermo is a financial advisor with Chelsea Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Chelsea Advisory Services in 2012, she has been associated with Johnjoseph Financial Group since 1996. Outside of her advisory work, she is the president and owner of Palermo Insurance Agency, where she is involved in insurance sales. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm typically follows a fundamental, long-term investment approach and manages diversified portfolios on a discretionary basis, with an emphasis on compliance and client-directed restrictions.

Peter Colicchia is a financial advisor at Brookwood Investment Group with 10 years of industry experience. He holds a Series 65 credential and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, LLC. Colicchia is also a licensed insurance producer involved in the sales of life and fixed annuity products through his separate business, Protected Goals, LLC. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and supporting negotiable advisor-level fee arrangements.

Joseph Lipp is a ChFC® credentialed advisor with Inspire Advisors, LLC, based in Ocean Grove, NJ. He has been with Inspire Advisors and its predecessor entity since 2024. Outside of financial advising, Lipp is the owner of Odyssey Coffee LLC, a local coffee shop, and serves as an adjunct professor at Monmouth University. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of quantitative and fundamental strategies, often implementing portfolios through model allocations and affiliated ETFs.

Lawrence Tulenko is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Aegis Capital Corp. for 11 years before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and offers portfolio management, financial planning, brokerage, capital markets, and investment banking services.

Gabriel Antuna is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Newbridge Securities Corporation since 2017 and previously at Andrew Garrett, Inc. for 10 years. Outside of his advisory role, he has experience as a voice-over actor and provides Spanish translation services. NFSG Corporation is an SEC-registered investment adviser offering asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party managers, providing services on both discretionary and non-discretionary bases.

David Sutton is a Series 66-licensed financial advisor at Invst, LLC with 11 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Penn Mutual Life Insurance Company. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual and institutional clients, managing approximately $1.565 billion in assets. The firm employs a combination of fundamental, technical, and cyclical analysis and uses both in-house and third-party strategies to construct diversified portfolios.

Steven Bencivenga is a financial advisor at Alexander Capital Wealth Management LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Laidlaw Wealth Management and Laidlaw and Company since 2013. Outside of his advisory role, he is the owner of SMSA Enterprises, Inc., a non-investment related business focused on expense and tax planning. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis along with documented due diligence to inform portfolio and manager selection.

Nicholas Magistro is a financial advisor with Garden State Investment Advisory Services, LLC, holding CFP® and Series 66 designations and having 17 years of industry experience. He has worked with Garden State Securities, Inc. since 2009. Outside of his advisory role, he serves as CFO of a startup company focused on producing and selling computer accessories. 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 and goals using a mix of fundamental, technical, and third-party research.

Ryan Keller is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. since 2017. He previously worked at Axa Advisors, LLC from 2008 to 2017. Outside of advisory work, he is a partner in a family non-securities insurance business. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach with discretionary portfolio management, offering diversified portfolios primarily across equities, fixed income, mutual funds, and ETFs.

Andrew Serzan is a financial advisor with Prosperity Capital Advisors in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with firms including ONETEAM FINANCIAL LLC, M Holdings Securities Inc., and Atlas Advisory Group. Outside of his advisory roles, he serves on the board of the Colts Neck Sports Foundation, a youth recreational sports group. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base that includes individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies, and it also offers institutional services and intermediary roles such as TAMP and sub-advisory solutions.

Nabil Bouab 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 Garden State Securities, Inc. since 2022 and American Portfolios Financial Services, Inc. since 2013. Outside of advisory services, he is involved in soliciting and servicing clients' insurance needs, including life, disability, and long-term care insurance. 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’s multi-advisor team offers portfolio management, financial planning, and consulting, employing various analytical methods and working with multiple custodians to implement client strategies.

Ori Pagovich is a financial advisor at Chelsea Advisory Services, Inc. with 27 years of industry experience. He holds the Series 63 designation and has previously worked at FSC Securities Corporation and OSAIC. Outside of his advisory role, Pagovich teaches in an after-school program with the nonprofit Makom NY. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach and manages diversified portfolios across multiple asset classes, generally on a discretionary basis.

Kevin Derosa is a financial advisor with Garden State Investment Advisory Services, LLC and holds a Series 63 designation. He has 33 years of industry experience and has worked with affiliated firms including Garden State Securities, Inc. since 1999 and Garden State Insurance Agency, Inc. since 2005. Outside of advisory work, he is a co-founder of The Opus Group LLC and is involved as a managing member in private funds focused on investing in private companies. Garden State Investment Advisory Services, LLC serves individuals, high net worth clients, trusts, estates, corporations, and other business entities through a multi-advisor team. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a variety of analytical approaches and third-party research to implement client strategies.

David Mozeika is a financial advisor at Invst, LLC with 24 years of industry experience and holds a Series 66 designation. He has worked previously at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in entrepreneurial ventures including a software company focused on cash flow and savings habits and a planning platform for financial advisors. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients and pension plans. The firm manages approximately $1.565 billion in assets and employs a multi-method investment approach incorporating fundamental, technical, and cyclical analyses.

Frank Corrado is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Robertson Stephens Wealth Management since 2019. Prior to this, he worked at Blue Blaze Financial Advisors, LLC from 2014 to 2019. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of the end of 2024.

Stephen Wisk is a financial advisor with Garden State Investment Advisory Services, LLC in Red Bank, NJ, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Garden State Securities since 2010. Outside of his advisory role, he works as an independent contractor and sales agent for life and health insurance products and serves as a youth soccer referee. 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’s multi-advisor team offers portfolio management, financial planning, and consulting using a range of analytical methods and third-party research, delivering investment management through various direct and co-advisor arrangements.