Adam Rubin is a Series 65-licensed financial advisor at Integrity Advisory Solutions with one year of industry experience. He has been associated with Levine, Furman & Rubin, LLC since 2012, where he practices estate planning law. Rubin also serves on the boards of the Alzheimer's Association Greater New Jersey Chapter and the Senior Citizens Activities Network. Integrity Advisory Solutions is a multi-team firm that serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, managing approximately $1.1 billion in client assets.

Scott Sari is a CFP® with 33 years of industry experience, currently serving at Garden State Investment Advisory Services, LLC since 2004. He has also been associated with Garden State Securities, Inc. since 1998. Outside of his advisory role, he owns Garden State Insurance Agency, Inc. Garden State Investment Advisory Services, LLC offers personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities through a multi-advisor team. The firm employs various analytical methods and provides portfolio management, financial planning, and consulting services both directly and via third-party arrangements.

Anthony Degregorio Jr. is a CFP® professional with 38 years of experience in the financial services industry, currently serving at LaSalle St. Investment Advisors, L.L.C. He has previously worked at American Portfolios Financial Services, FSC Securities Corporation, Heritage Advisory Group, and OSAIC. Outside of advisory work, he owns a tax preparation and accounting practice and volunteers as an accountant and advisor for a nonprofit organization. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and manages a notable predominance of non-discretionary assets.

Joseph Schultz is a CFP® certificant with 31 years of industry experience, currently working at HBKS Wealth Advisors. He previously spent 11 years at Ladenburg Thalmann & Co. Inc. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm employs tailored portfolios managed on a discretionary basis and offers a broad range of strategies without specializing in any single investment area.

Steven Melchiorri is a ChFC® with 24 years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. He previously worked at OneAmerica Securities and American United Life, as well as The ON Equity Sales Company and Ohio National Financial Services. Outside of advisory work, Melchiorri conducts free financial literacy workshops on social security and Medicare through the American Financial Education Alliance. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis while integrating its advisory services with affiliated broker-dealer and custody platforms.

John Banks is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been associated with Garden State Securities, Inc. since 2008. Outside of his advisory role, he coaches youth hockey in his local community. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other entities. The firm manages approximately $674 million in client assets and offers discretionary portfolio management through a multi-advisor team, employing a mix of fundamental, technical, and third-party research.

Steven Trigili is a financial advisor with Garden State Investment Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 17 years at Garden State Securities. Outside of his advisory role, he serves as an adjunct instructor at several universities, including Southern New Hampshire University, Ocean County College, Georgian Court University, and Northern State University. 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 portfolio management, financial planning, and consulting, utilizing a range of analytical approaches and third-party research to implement client strategies.

Raymond Ambrosino is a CFP® with 35 years of industry experience, currently serving at Garden State Investment Advisory Services, LLC. He has been with Garden State Securities, Inc. since 1998. Outside of his advisory role, he serves on the board of the Institute of Business and Finance in San Diego and is a part-owner of Power Pivot Training, both non-investment activities. 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 a range of analytical approaches and utilizing both direct management and third-party relationships.

Nicholas Iarrobino is a financial advisor with Chelsea Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Chelsea Financial Services since 2019 and previously at Regulus Advisors from 2015 to 2019. Outside of his advisory role, he is a licensed insurance agent and is involved in managing multiple real estate partnerships and property management entities. 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, managing diversified portfolios primarily on a discretionary basis.

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 Series 65 licensed financial advisor with Sound Income Strategies, LLC, and has four years of industry experience. He previously worked at Prosperity Capital Advisors and holds a role 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, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies with active portfolio management 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 11 years of industry experience. He holds a Series 65 designation and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, LLC. In addition to his advisory role, he is involved with Protected Goals, LLC, where he is a licensed insurance producer specializing in life, health, and fixed annuity sales. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of strategies and offers both discretionary and non-discretionary management, distinguished by its network of partner offices and affiliated professional services.

Robert Confessore is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Maridea Wealth Management. He has previously worked at Millington Securities, Hartshorne Group, and WBI Investments, where he held various advisory and leadership roles. Confessore is also a licensed insurance agent and has maintained ownership and executive positions at Hartshorne Group and WBI Investments during his career. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and coordinated tax and insurance services. The firm emphasizes diversified, tax-aware portfolios using low-cost funds and ETFs, a long-term investment horizon, and the use of AI productivity tools under human oversight.

Lawrence Tulenko is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at Aegis Capital Corp. for 11 years. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement plan advisory, and brokerage services using an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships.

John Strout II is a financial advisor with Prosperity Capital Advisors, holding a Series 65 designation. He has one year of industry experience, including prior roles at Sailwinds Financial Strategies, Inc., Key Motors of South Burlington, and the U.S. Department of the Army. Prosperity Capital Advisors is an SEC-registered firm serving a diverse client base that includes individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, utilizing suites from providers such as BlackRock, Dimensional, and Vanguard, and offers separately managed accounts and retirement plan 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.

Steven Bencivenga Jr. is a financial advisor with Alexander Capital Wealth Management LLC in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Laidlaw Wealth Management and Laidlaw and Company for over a decade. Outside of his advisory work, he owns SMSA Enterprises, Inc., a non-investment business focused on expense and tax planning. Alexander Capital Wealth Management provides investment advisory services to individual, high-net-worth, and certain institutional clients, managing portfolios through multiple advisory teams. The firm employs a top-down, asset-allocation approach combining proprietary technical analysis and fundamental review, using discretionary management, sub-advisers, and model portfolios.