Charles Duryee is a financial advisor at Leo Wealth, LLC with five years of industry experience. He holds the Series 65 designation and has worked at Wilmington Trust and Simon Quick prior to joining Leo Wealth. Duryee’s background also includes four years at Bucknell University. Leo Wealth, LLC serves individuals—including high-net-worth clients—trusts, foundations, pension and profit-sharing plans, and corporate clients. The firm offers portfolio management, financial planning, and fiduciary services, utilizing a combination of ETF-based core and thematic models alongside single-stock systematic strategies to construct diversified, risk-tiered allocations.

Kenneth Quarnaccio is a financial advisor at Perigon Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously with Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors Inc. Outside of his advisory role, he is involved in insurance sales through the Simplicity Group. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular reviews.

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.

Walter Kukowski is a financial advisor at Santander Securities LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2014. Outside of his advisory role, he manages a rental property in Hoboken, New Jersey. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

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.

Jeffrey Gitterman is a financial advisor at Perigon Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors, Inc. He serves as a board member of the Childrens Health Institute, advising on fundraising for nonprofit research. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating investment management to independent managers while retaining oversight and proxy-voting responsibilities.

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 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.

Robert Confessore is a CFP® professional with over 41 years of experience in the financial services industry. He is currently an Investment Advisor Representative with Maridea Wealth Management and has held senior roles at Millington Securities, Hartshorne Group, and WBI Investments. Outside of his advisory work, he is a licensed insurance agent and has served as owner and president of Hartshorne Group, LLC. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach centered on diversified, low-cost mutual funds and ETFs, supplemented by individual securities and independent sub-advisers, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning.

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.

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.

Ira Goldberg is a financial advisor at Perigon Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Vanderbilt Securities, LLC, Triad Advisors, Inc., and Gitterman Wealth Management, where he continues to be involved. Goldberg is also a licensed insurance agent, engaging in insurance sales and implementation on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting formal reviews at least annually.

Ryan Corcoran is a financial advisor at Leo Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Leo Wealth, he worked at Private Advisor Group and has held roles outside the financial sector, including positions at Ted's Restaurant & Bar and PGA Superstore. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, offering a range of services including portfolio management, financial planning, and fiduciary consulting. The firm employs a combination of ETF-based core and thematic models along with systematic single-stock strategies to construct diversified, risk-tiered portfolios.

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.