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.

William McLaughlin Jr. is a CFP® and ChFC® with 40 years of industry experience, currently serving at Advisory Services Network since 2017. He also leads Mclaughlin Financial Group, LLC, which he founded in 2005, and has prior experience with Coastal Investment Advisors. Outside of advising, he is an independent insurance agent and author of a financial book published since 2018. Advisory Services Network is a multi-team firm providing investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. Their services include portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing a range of securities and third-party managers tailored to client objectives and risk tolerances.

Ben Duronio is a financial advisor at Invst, LLC with nine years of industry experience and holds a Series 66 designation. His work history includes roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory duties, he serves as an assistant wrestling coach at Ocean Township High School. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and serves over 2,000 clients with approximately $1.565 billion in assets under management.

Lauren Russo is a CFP® professional with eight years of industry experience, currently serving as an advisor at MissionSquare Retirement. Her prior roles include positions at Farther Finance Advisors and Zynergy Retirement Planning. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Stephen Guercio is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Alexander Capital Wealth Management since 2017 and is also associated with Alexander Capital, L.P. and Clarkdoge Dodge & Co. In addition to his advisory roles, he is involved with Alexander Capital Insurance Agency LLC in a commission-based capacity. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm integrates cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

John Slipek is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Alexander Capital in various capacities since 2012. Outside of his advisory role, he serves as president of J Slipek Corp., a holding company used to manage personal expenses, and is a passive shareholder in IBC Holdings, a digital media company focused on financial analytical tools. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through discretionary and non-discretionary wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis, utilizing both long- and short-term trading strategies and documented due diligence in its investment process.

Denzil Dias is a financial advisor at IHT Wealth Management LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm combines fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach and manages approximately $9.8 billion in assets through a network of about 159 advisors.

Thomas Matyola is a financial advisor at Garden State Investment Advisory Services, LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Garden State Securities, Inc. since 2017 and Regal Securities since 2013. In addition to his advisory work, he is a licensed insurance producer offering fixed index and variable annuity products. Garden State Investment Advisory Services, LLC serves 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 consulting, utilizing a combination of fundamental, technical, and third-party research to implement client strategies.

Gregory Gallo is a financial advisor with Garden State Investment Advisory Services, LLC, holding the PFS™ and Series 63 designations and bringing 30 years of industry experience. He has been with Garden State Investment Advisory Services since 2007 and has also worked with Garden State Securities since 2004. Outside of his advisory role, he serves as an officer for the Hoboken Italian Festival and the Howell Township Southern Little League Board of Directors, both nonprofit organizations. 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 combination of fundamental, technical, and third-party research to implement client strategies.

Robert Maxson is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, TD Ameritrade, Belmont Capital Advisors, and Coppell Advisory Solutions. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture approach with a focus on international investing and combines in-house management, third-party money managers, and sub-advisers to implement discretionary and non-discretionary strategies.

Paul Stawinski is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. His prior roles include positions at Protection Point Advisors, Purshe Kaplan Sterling Investments, Lincoln Financial Advisors, and CLU Wealth Advisors. Outside of his advisory work, he is the captain of a yacht charter. Garden State Investment Advisory Services, LLC provides personalized advisory services to 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, utilizing fundamental, technical, cyclical, and charting analysis alongside third-party research.

Michael Mullen is a financial advisor with B. Riley Wealth Advisors, Inc. in Red Bank, NJ, holding Series 63 and Series 65 credentials and 37 years of industry experience. His career includes roles at B. Riley Wealth Management, Winslow, Evans & Crocker, and National Securities Corporation. He serves on the board of B. Riley Wealth Tax Services and is the managing member of NAM Special Situations Management LLC, an investment management entity. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various programs, including internally managed models and third-party managed accounts, and manages approximately $4.21 billion in client assets through about 173 advisors.

Andrew Cilento is a CFP® with seven years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. He previously worked at Voya Investments Distributor, LLC, Voya Investment Management, and Cohen & Steers. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and select corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and integrating its services with an affiliated broker-dealer and custody platform.

Richard Going is a Series 66-registered advisor with Garden State Investment Advisory Services, LLC, based in Red Bank, NJ. He has 24 years of industry experience and has been with Garden State Securities, Inc. since 2012. Outside of his advisory work, he serves as an archery coach and is the New Jersey president of the Scholastic 3-D Archery Association (S3DA). 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, utilizing a range of analytical approaches and third-party research.

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.

Daniel Overcash Jr. is a CFP®-designated financial advisor with 55 years of industry experience. He currently serves at Chelsea Advisory Services, Inc. and has a longstanding career including over five decades at Budell Overcash Anderson & Co., Inc. based in Staten Island, NY. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach and offers both discretionary portfolio management and standalone financial planning engagements.

Jomar Fernandez is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2016 and previously spent five years with PNC Investments. Fernandez also provides investment advisory services through his independent firm, Gladstone Institutional Advisory, LLC. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and use various resources, including third-party managers and technology platforms, to serve clients’ needs.

Matthew Mason is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and 65 licenses and bringing 29 years of industry experience. Prior to joining A.G.P. in 2021, he worked at Aegis Capital Corp for nine years. Outside of his advisory role, he is involved with Mason Express LLC, a non-investment-related business. A.G.P. / Alliance Global Partners serves a diverse client base including high-net-worth individuals, trusts, corporations, and retirement-plan sponsors, offering services such as portfolio management, financial planning, and investment banking. The firm is noted for its international investing focus through its EPC Advisors Group and its active brokerage and product-distribution activities beyond standard advisory services.