Bryan Britchkow is a financial advisor with Star Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at BJB Capital, OSAIC, FSC Securities Corporation, and Thrive Financial Services, among others. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm follows a relationship-oriented process with fundamental analysis for security selection and sponsors its own Wrap fee programs.

Thomas Shepherd is an advisor with Investment Partners Asset Management in Metuchen, NJ, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with Investment Partners Asset Management since 2008 and previously worked at T.R. Winston & Company, LLC for 13 years. Shepherd is also involved with Investment Partners Group and its subsidiaries, a holding company engaged in investment advice and consulting. Investment Partners Asset Management is a SEC-registered advisory firm serving individuals, trusts, estates, business entities, and pension or profit-sharing plans. The firm manages approximately $333 million in client assets and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and structured products, with a generally value-oriented approach.

Patrick Appello is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Herbert J. Sims & Co., Inc. for 22 years before joining Buckman in 2024. Outside of finance, he teaches music at both the Monmouth Conservatory and Georgian Court University. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and access to third-party money managers. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and typically implements strategies with mutual funds, equities, bonds, and ETFs, managing accounts on a discretionary basis and reviewing them regularly.

Samuel Ramos is a financial advisor at Star Wealth Advisors with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Third Seven Capital, Wells Fargo Bank, PNC Investments, Merrill, Equitable Advisors, and OSAIC. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and third-party money manager oversight for individuals, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized process and primarily uses fundamental analysis to construct diversified, long-term portfolios.

Jason Muscari is a financial advisor with Empire Financial Management Company, LLC, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Empire Financial Management since 2016 and also works with Empire Asset Management. Outside of his advisory role, he serves as CEO and President of JAM Planning & Consulting. Empire Financial Management Company provides portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities, tailoring strategies to client objectives through separately managed accounts. The firm’s investment approach includes a wide range of asset classes and strategies, with a focus on client-specific asset allocation.

Elias Burgos is a financial advisor at Atlas Private Wealth Advisors with a Series 66 credential and two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and LPL Financial, as well as entrepreneurial experience with Burgos Enterprises Junk Removal. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets across more than 1,200 client relationships, utilizing tailored strategies and a combination of fundamental, technical, and cyclical analysis.

Steven Trusso is a financial advisor with Buckman Advisory Group LLC in Little Silver, NJ, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Mercer, Bokert, Buckman & Reid, Inc. since 1998. Buckman Advisory Group, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset-allocation process using model portfolios primarily composed of mutual funds, equities, bonds, and ETFs, managing approximately $236 million across about 814 client relationships.

Jared Smallwood is a financial advisor at Smallwood Wealth Management with one year of industry experience. He holds a Series 65 designation and has a background that includes directing the rugby program and coaches at Fordham University. Smallwood Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm applies modern portfolio theory with a long-term trading approach and conducts regular reviews for ongoing advisory clients.

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.

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.