Matthew Fevola is a financial advisor at Advisory Solutions Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CS Planning Corp and Stark Financial Advisers, Inc. In addition to his advisory roles, Fevola operates as an independent insurance agent recommending fixed and life insurance products. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach that incorporates quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies with periodic rebalancing and at least annual client reviews.

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.

Shannon Powell is a Series 65-licensed financial advisor with World Equity Group, Inc., where she has worked since 2017. She has eight years of industry experience and previously worked at Vitale, Smyth & Associates LLC. Powell also manages a CPA firm, Sherman CPA PC, serving as tax manager. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management and access to third-party money managers.

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.

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.

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.

Kim Desio is a financial advisor at Kingswood Wealth Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 17 years. Outside of her advisory role, she serves as a notary public. Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture platform with both discretionary and non-discretionary investment approaches and is notable for its integration with affiliated financial entities and insurance-linked account management.

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.

Joseph Lipp is a ChFC® credentialed advisor with Inspire Advisors, LLC, based in Ocean Grove, NJ. He has been with Inspire Advisors and its predecessor entity since 2024. Outside of financial advising, Lipp is the owner of Odyssey Coffee LLC, a local coffee shop, and serves as an adjunct professor at Monmouth University. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of quantitative and fundamental strategies, often implementing portfolios through model allocations and affiliated ETFs.

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.

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.

Nicholas Magistro is a financial advisor with Garden State Investment Advisory Services, LLC, holding CFP® and Series 66 designations and having 17 years of industry experience. He has worked with Garden State Securities, Inc. since 2009. Outside of his advisory role, he serves as CFO of a startup company focused on producing and selling computer accessories. 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 through a multi-advisor team, offering discretionary portfolio management based on client risk profiles and goals using a mix of fundamental, technical, and third-party research.

Ryan Keller is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. since 2017. He previously worked at Axa Advisors, LLC from 2008 to 2017. Outside of advisory work, he is a partner in a family non-securities insurance business. 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 with discretionary portfolio management, offering diversified portfolios primarily across equities, fixed income, mutual funds, and ETFs.

Andrew Serzan is a financial advisor with Prosperity Capital Advisors in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with firms including ONETEAM FINANCIAL LLC, M Holdings Securities Inc., and Atlas Advisory Group. Outside of his advisory roles, he serves on the board of the Colts Neck Sports Foundation, a youth recreational sports group. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base that includes individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies, and it also offers institutional services and intermediary roles such as TAMP and sub-advisory solutions.

Nabil Bouab is a financial advisor at Garden State Investment Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Garden State Securities, Inc. since 2022 and American Portfolios Financial Services, Inc. since 2013. Outside of advisory services, he is involved in soliciting and servicing clients' insurance needs, including life, disability, and long-term care insurance. 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 various analytical methods and working with multiple custodians to implement client strategies.

Kevin Derosa is a financial advisor with Garden State Investment Advisory Services, LLC and holds a Series 63 designation. He has 33 years of industry experience and has worked with affiliated firms including Garden State Securities, Inc. since 1999 and Garden State Insurance Agency, Inc. since 2005. Outside of advisory work, he is a co-founder of The Opus Group LLC and is involved as a managing member in private funds focused on investing in private companies. Garden State Investment Advisory Services, LLC serves 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, employing a variety of analytical approaches and third-party research to implement client strategies.

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.