Robert Confessore is a CFP® with 41 years of experience in the financial services industry. He currently serves as an Investment Advisor Representative at Maridea Wealth Management and has held previous roles at firms including Millington Securities and Hartshorne Group. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through a 33-advisor team managing approximately $1.97 billion in assets. The firm focuses on diversified, tax-aware portfolios utilizing low-cost mutual funds and ETFs, supplemented by approved AI tools and coordinated tax and insurance planning through affiliated entities.

Lawrence Tulenko is a financial advisor at A.G.P. / Alliance Global Partners with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining A.G.P. in 2021, he worked at Aegis Capital Corp. for 11 years. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and the management of pooled vehicles.

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 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Vanderbilt Securities, LLC, Triad Advisors, Inc., Gitterman Wealth Management, LLC, and VOYA Financial Advisors, Inc. Goldberg’s background includes roles in both investment advisory and insurance sales. Perigon Wealth Management offers customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing oversight of wrap-fee programs, distinguishing itself through its service to banking institutions and management of sub-advisor relationships.

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.

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.

Marc Scudillo is a CFP® professional with 30 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. His career includes roles at EisnerAmper Wealth Management, Aurora Private Wealth, EverBank, and DAI Securities, among others. Outside of his advisory work, he holds CFO positions with software technology companies Smart Data Fusion, LLC and ShelfScreen, LLC, and serves as Executive Vice President and shareholder of EAG Wealth Management Strategies LLC. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and consulting services. The firm employs a diversified investment approach with discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Ori Pagovich is a financial advisor at Chelsea Advisory Services, Inc. with 27 years of industry experience. He holds the Series 63 designation and has previously worked at FSC Securities Corporation and OSAIC. Outside of his advisory role, Pagovich teaches in an after-school program with the nonprofit Makom NY. 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 and manages diversified portfolios across multiple asset classes, generally on a discretionary basis.

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.

Lauren Russo is a CFP® professional with eight years of industry experience. She is currently with MissionSquare Retirement and MissionSquare Investment Services, having previously worked at Farther Finance Advisors and Zynergy Retirement Planning. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Stephen Guercio is a financial advisor at Alexander Capital Wealth Management LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Alexander Capital Wealth Management since 2017, as well as Alexander Capital, LP and Clarkdoge Dodge & Co. Guercio is also involved in an insurance agency on a commission basis. Alexander Capital Wealth Management provides investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a top-down investment approach combining proprietary technical analysis with fundamental review, managing portfolios through multiple advisory teams and third-party managers.

Elias Rauch is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, Triad Advisors Inc, and Voya Financial Partners, LLC. Outside of his advisory role, he serves as Financial Manager for the Congregation Beth Israel Foundation and is a member at large of the Brandeis University Alumni Association. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction, ongoing oversight of sub-advisors and wrap programs, and maintains institutional relationships with multiple custodians and platform providers.

Ernest Lubonja is a financial advisor at Santander Securities LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at Public Partnerships, LLC and Santander Bank, NA. Outside of his advisory role, he is involved with Public Partnerships, LLC as a consumer-directed personal assistant. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to lending and insurance products, supporting retail clients primarily through a multi-team structure.