Nikhil Agharkar is a financial advisor at EPIC Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at ShoreHaven Wealth Partners and Crowne Point Tax & Wealth Counsel. Outside of his financial advisory role, he is the owner and managing member of NSA Legacy Legal, a law practice specializing in estate planning and strategic tax advice. EPIC Wealth Management provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, and other entities. The firm uses a strategic investment approach with a tactical overlay, primarily employing model portfolios and third-party Sub-Advisors for portfolio management.

Steven Francione is a financial advisor with Guardian Wealth Partners, LLC in Red Bank, NJ. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Northeast Financial Network, NYLIFE Securities LLC, New York Life Insurance Co, and Equitable Advisors, LLC. Guardian Wealth Partners, doing business as Park Avenue Investment Advisory, provides discretionary investment management and financial planning services to individual investors, trusts, corporations, and retirement plans. The firm utilizes model portfolios and third-party managers across various platforms and offers additional features such as tax harvesting and lending services.

Vincent D'albora is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Securities Corporation. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through about 274 advisors and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a broad range of advisory programs and financial planning services, utilizing multiple program structures and third-party sub-advisers.

Michael Brennan is a CFP® professional with 30 years of experience in financial services, currently serving at Calton & Associates, Inc. since 2012. He has prior experience with RMR Wealth Builders, Inc. in 2022. Outside of advising, he is active as a licensed real estate agent with Weichert Realtors and an independent insurance agent selling fixed insurance products. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with discretionary and non-discretionary management options and operates various program structures including firm-managed wrap programs and separate account platforms.

Ryan Hostnik is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 10 years of industry experience. He has worked at several firms, including Allied Wealth Partners, Cetera, and Mass Mutual Investors Services. Hostnik also engages in fixed insurance sales as an agent and broker through multiple 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 manages approximately $674 million in client assets and serves a diverse client base through a multi-advisor team using discretionary portfolio management with a mix of fundamental, technical, and third-party research.

Robert Fradella is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at EisnerAmper Wealth Management & Corporate Benefits, Coastal Pension Services, and Consulting Actuaries Inc. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, retirement-plan advisory, and consulting. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Paul Kuleska is a financial advisor with Santander Securities LLC and holds a Series 66 designation. He has nine years of industry experience and has previously worked at PNC Investments, Capital One Advisors, and Cetera Investment Services among other firms. Outside of his advisory role, he assists with maintenance of a rental property owned by his spouse. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.

Clayton Fillian is a financial advisor at Verity Asset Management with two years of industry experience. He holds a Series 65 designation and has worked at Verity since 2023. In addition to his advisory role, Fillian is an insurance agent involved with Teacher's Pension and Insurance Services, Inc., and participates as a partner in New Jersey Public Employee Educators, LLC, a marketing agency focused on educating public employees about pensions, Social Security, life insurance, and annuities. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across multiple asset classes, combining fundamental, technical, and qualitative analysis, and offers both internally managed specialty models and third-party manager models.

Inderjit Samra is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Advisory Services Network since 2016. He has worked previously at firms including Merrill, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. Outside of his advisory role, he serves as co-lead of the Punjabi Chamber of Commerce, NJ chapter, and holds corporate advisor positions with Crypto Asset Rating Inc., New Jersey Blockchain Council, and a telecom, Web3, and AI business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisory representatives, offering portfolio management, financial planning, and consulting tailored to client objectives and risk tolerances.

Ruth Arriaza is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. She has four years of industry experience and has been with Vanderbilt Securities, LLC since 2017. Outside of her advisory role, she serves as Administration Committee Chair at Nuevas Fronteras Presbyterian Church and is a member of the Finance Committee for The Presbytery of the Northeast New Jersey. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Michael Bohlinger is a financial advisor at Leo Wealth, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Olden Lane Securities, LLC. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs a combination of ETF-based models and systematic single-stock strategies to construct diversified, risk-tiered portfolios.

Joseph Sacco is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 65 registrations and 32 years of industry experience. He previously worked at Bank of America, N.A. for 14 years and Merrill for 31 years. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management. The firm utilizes both discretionary and non-discretionary engagement models and a broad range of investment options, with a notable focus on institutional retirement services and private markets.

Andrew Bernal is a financial advisor with Santander Securities LLC in Manalapan, NJ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Bernal has worked at Santander Securities, LLC and Santander Bank, NA since 2014. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Peter Lynch is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at several firms including Kansas City Life, MerCap Securities, and Cetera Advisors, and he owns The Lynch Financial Group, through which he provides advisory and insurance services. In addition to his advisory work, he is a CPA offering tax consulting and manages a fixed insurance business. Sound Income Strategies serves 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, combining fundamental and technical analysis, and provides a range of services including asset management, financial planning, insurance planning, and ETF sub-advisory.

Justin Park is a Series 65-licensed advisor at McAdam LLC with one year of industry experience. His prior work includes a role at Vette.io and an extended period as a student before joining McAdam. McAdam LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios using a fundamental analysis approach and integrates specialized investment strategies such as direct indexing and cryptocurrency exposure.

Alec Seccafico is a financial advisor with Alexander Capital Wealth Management LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Alexander Capital LP. He is also an independent contractor with Alexander Capital Insurance Agency LLC. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients as well as certain institutional clients, providing investment advisory and capital markets/M&A advisory services. The firm employs a top-down, asset-allocation investment process that integrates proprietary technical analysis and fundamental review, utilizing discretionary management, sub-advisers, and model portfolios.

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.

Nuzhat Naz Khan is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been with Santander Securities since 2015 and has worked at Santander Bank, NA since 2004. Khan is also a notary public in Manalapan, NJ. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform that utilizes third-party investment managers and centralized implementation.

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.