Nicholas Rizzieri is a financial advisor with Santander Securities LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities LLC, and New Beach International LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers various wrap-fee advisory programs and delivers investment advice through the FMAX managed-account platform, with a strong affiliation to Santander Bank.

Stephen Tomkins is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He worked at Oppenheimer & Co. Inc for ten years prior to joining Alliance Global Partners in 2026. Outside of his advisory role, Tomkins umpires and refers baseball and football games for the New Jersey State Interscholastic Athletic Association. A.G.P. / Alliance Global Partners is a multi-team firm serving individuals, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan services, combining in-house management with third-party managers and employing an open-architecture approach with an emphasis on international investing.

Nilos Sakellariou is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been affiliated with Alliance Global Partners since 2025 and has prior experience with Arete Wealth Management LLC and Arete Wealth Advisors LLC dating back to 2011. He is also a licensed insurance agent providing fixed and long-term care insurance products. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, providing portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through specialized strategies and combines advisory recommendations with brokerage and insurance products.

Manish Shah is a financial advisor with Fortis Capital Advisors, LLC in Princeton, NJ, holding Series 63 and Series 65 credentials and having 12 years of industry experience. Prior to joining Fortis in 2022, he worked at Next Horizon Advisors LLC for nine years. Outside of his advisory role, he is involved in several investment-related ventures including serving as principal of Next Horizon WB LLC and advisor to the London Fund, as well as participating on the Board of Advisors for the Yale Jackson School of Global Affairs. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, retirement plans, and institutional clients, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies, including discretionary management and ESG options, and reported $1.615 billion in discretionary assets under management as of December 31, 2025.

Christopher Puher is a financial advisor with Garden State Investment Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked with Garden State Securities Inc. since 2005. Outside of his advisory role, Puher is involved as a partner in PENN Global Marketing, a business focused on the sale of insurance-only products. 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 using a combination of fundamental, technical, and third-party research, delivering services through several custodians and sub-advisor relationships.

Glenn Leboeuf is a financial advisor with Garden State Investment Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. He has worked with Garden State Securities, Inc., Freedom Capital Management, and Royal Alliance Associates, INC., with tenures spanning more than a decade. Outside of his advisory roles, he is involved in public speaking on historical subjects through his business, History Worth Remembering. 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 offers discretionary portfolio management through a multi-advisor team, employing a blend of fundamental, technical, and third-party research.

Robin Walsh is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Securities America Advisors, Primerica Advisors, and Guardian Life Insurance. He is the president of the B.J. Thomas Memorial Scholarship, a nonprofit organization focused on raising funds for educational costs through community events. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, retirement plans, and charitable organizations. The firm employs a goals-based, client-centered planning approach supported by proprietary software and an evidence-based investment framework that incorporates behavioral economics and quantitative analysis.

Michael Kuczinski is a financial advisor at Garden State Investment Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at H. Beck, Inc. since 2016. Outside of his advisory role, he is involved in fitness and nutrition through Finally Fit, LLC and operates a vending machine business under MKMB Ventures, LLC. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $674 million in client assets and uses a combination of fundamental, technical, and third-party research to deliver discretionary portfolio management through a multi-advisor team.

Daniel Bodnar is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and four years of industry experience. Prior to joining Alliance Global Partners in 2026, he worked at Edward Jones for four years and has experience in various roles at GE, Astellas Pharmaceuticals, Zoll, and Endo Pharmaceuticals. 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 investment approach with a focus on international investing, offering portfolio management, financial planning, brokerage, and capital markets services.

Alexander Palumbo is a financial advisor at Ritholtz Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has been with Ritholtz Wealth Management since 2016. Outside of his advisory role, Palumbo is involved in fixed insurance sales. Ritholtz Wealth Management serves individual and institutional clients, offering portfolio management, financial planning, and retirement consulting. The firm uses a goal-based investment approach emphasizing asset allocation and behavioral finance, managing approximately $9.4 billion in client assets through both advisor-led and digital platforms.

Kevin Talty is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Robertson Stephens Wealth Management since 2019. His prior roles include positions at Blue Blaze Financial Advisors, Lighthouse Financial Advisors, and The AYCO Company, L.P./Mercer Allied. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of December 31, 2024.

Gregory Boles is a financial advisor at IAMS Wealth Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2017. He also serves as CEO of Vista Financial, where he is licensed to sell fixed insurance products. Additionally, he provides outsourced estate planning software services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing both proprietary and third-party model portfolios across various asset classes.

David Vezina is a financial advisor with Sequent Planning, LLC in Freehold, NJ, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at TFS Securities Inc and TFS Insurance Agency for five years and has managed annuity services at 1st Jersey Insurance Agency since 2017. Sequent Planning, doing business as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement services through a network of nearly 100 advisers using a structured risk framework and diversified strategies.

Jeffrey Wright Sr. is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Garden State Securities, Inc. since 2010. 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 fundamental, technical, and third-party research in their investment approach.

Donald Madigan is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Rockwell Global Capital, LLC since 2011. Outside of his advisory role, he is involved with Metro One Security Company as a security guard. 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 combination of fundamental, technical, and third-party research to implement client strategies.

Shrikant Nadkarni is a CFP® with 23 years of industry experience, currently serving as an advisor at Fortis Capital Advisors, LLC since 2022. He is an Emeritus Partner at Withum Smith + Brown, an accounting firm where he provides business advisory, accounting, and tax services. Nadkarni is also an investment committee member of Marathi Vishwa, Inc., a not-for-profit cultural organization. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, and institutional clients. The firm emphasizes customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Gregory Shulman is a CFP® and ChFC® with 32 years of experience in the financial services industry. He currently serves as a financial advisor at Prosperity Capital Advisors and has previously worked at firms including Atlas Advisory Group and M Holdings Securities, Inc. Outside of his advisory work, he is actively involved in his community as an elder and president of the board at Manasquan Presbyterian Church, where he also chairs the finance committee. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative investments.

Thomas Price is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, including over 40 years with Lincoln Investment Planning. Outside of advisory work, he is the managing director of Collegebound Solutions, LLC, where he assists students and parents with college selection, affordability, and FAFSA preparation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening processes.

Andrew Guez is a financial advisor at Invst, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Tomoro LLC. Andrew's background includes an extended period as a student prior to entering the advisory field. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets with a team of 34 advisors and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Michael Buonacquista Jr. is a financial advisor at Garden State Investment Advisory Services, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked with Garden State Securities, Inc. since 1998. Garden State Investment Advisory Services, LLC provides personalized investment 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 a range of analytical approaches and third-party research.