Ben Duronio is a financial advisor at Invst, LLC with nine years of industry experience and holds a Series 66 designation. His work history includes roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory duties, he serves as an assistant wrestling coach at Ocean Township High School. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and serves over 2,000 clients with approximately $1.565 billion in assets under management.

Lauren Russo is a CFP® professional with eight years of industry experience, currently serving as an advisor at MissionSquare Retirement. Her prior roles include positions 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, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Stephen Guercio is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Alexander Capital Wealth Management since 2017 and is also associated with Alexander Capital, L.P. and Clarkdoge Dodge & Co. In addition to his advisory roles, he is involved with Alexander Capital Insurance Agency LLC in a commission-based capacity. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm integrates cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

John Slipek is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Alexander Capital in various capacities since 2012. Outside of his advisory role, he serves as president of J Slipek Corp., a holding company used to manage personal expenses, and is a passive shareholder in IBC Holdings, a digital media company focused on financial analytical tools. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through discretionary and non-discretionary wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis, utilizing both long- and short-term trading strategies and documented due diligence in its investment process.

Denzil Dias is a financial advisor at IHT Wealth Management LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm combines fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach and manages approximately $9.8 billion in assets through a network of about 159 advisors.

Thomas Matyola is a financial advisor at Garden State Investment Advisory Services, LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Garden State Securities, Inc. since 2017 and Regal Securities since 2013. In addition to his advisory work, he is a licensed insurance producer offering fixed index and variable annuity products. Garden State Investment Advisory Services, LLC serves individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team provides discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a combination of fundamental, technical, and third-party research to implement client strategies.

Gregory Gallo is a financial advisor with Garden State Investment Advisory Services, LLC, holding the PFS™ and Series 63 designations and bringing 30 years of industry experience. He has been with Garden State Investment Advisory Services since 2007 and has also worked with Garden State Securities since 2004. Outside of his advisory role, he serves as an officer for the Hoboken Italian Festival and the Howell Township Southern Little League Board of Directors, both nonprofit 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’s multi-advisor team offers portfolio management, financial planning, and consulting, using a combination of fundamental, technical, and third-party research to implement client strategies.

Paul Stawinski is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. His prior roles include positions at Protection Point Advisors, Purshe Kaplan Sterling Investments, Lincoln Financial Advisors, and CLU Wealth Advisors. Outside of his advisory work, he is the captain of a yacht charter. Garden State Investment Advisory Services, LLC provides personalized 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 fundamental, technical, cyclical, and charting analysis alongside third-party research.

Michael Mullen is a financial advisor with B. Riley Wealth Advisors, Inc. in Red Bank, NJ, holding Series 63 and Series 65 credentials and 37 years of industry experience. His career includes roles at B. Riley Wealth Management, Winslow, Evans & Crocker, and National Securities Corporation. He serves on the board of B. Riley Wealth Tax Services and is the managing member of NAM Special Situations Management LLC, an investment management entity. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various programs, including internally managed models and third-party managed accounts, and manages approximately $4.21 billion in client assets through about 173 advisors.

Richard Going is a Series 66-registered advisor with Garden State Investment Advisory Services, LLC, based in Red Bank, NJ. He has 24 years of industry experience and has been with Garden State Securities, Inc. since 2012. Outside of his advisory work, he serves as an archery coach and is the New Jersey president of the Scholastic 3-D Archery Association (S3DA). 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 range of analytical approaches and third-party research.

Joseph Petrillo is a financial advisor at Garden State Investment Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Garden State Securities since 2010. Outside of his advisory role, he is involved as a shareholder in a fitness club and is a passive owner of a restaurant in Asbury Park, NJ. Garden State Investment Advisory Services 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 various analytical approaches and third-party research to implement client strategies.

Wally Jandoli is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and bringing 49 years of industry experience. His career includes long tenures at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1982 to 2018, and he has been with Summit Financial, LLC since 2018. In addition to advisory services, he is involved in insurance brokerage, selling various insurance products through multiple companies. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.

Jomar Fernandez is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2016 and previously spent five years with PNC Investments. Fernandez also provides investment advisory services through his independent firm, Gladstone Institutional Advisory, LLC. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and use various resources, including third-party managers and technology platforms, to serve clients’ needs.

Paul Etra is a financial advisor with IHT Wealth Management LLC, holding a Series 63 credential and bringing 24 years of industry experience. He has worked at IHT Wealth Management since 2020 and previously held positions at Private Advisor Group, LLC, LPL Financial, LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm combines fundamental value screening and quantitative optimization in its investment approach and delivers advice through a network of investment adviser representatives using proprietary models and third-party managers.

Jason Watson is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior roles include positions at McAdam LLC, Purshe Kaplan Sterling Investments, Madison Avenue Securities, and Garden State Securities. Garden State Investment Advisory Services 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, applying a combination of fundamental, technical, and third-party research to deliver discretionary portfolio management tailored to client risk profiles and goals.

Ian Baker is a financial advisor with IHT Wealth Management LLC in Red Bank, NJ, holding a Series 63 credential and 26 years of industry experience. He has worked at IHT Wealth Management since 2020 and has prior experience with Private Advisor Group, LLC, LPL Financial LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment process integrates fundamental value screening, quantitative optimization, and periodic rebalancing, delivering tailored portfolios through a network of investment adviser representatives.

Kristin McLaughlin is a CFP® with 11 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. She previously worked at Coastal Investment Advisors and Coastal Equities, Inc. from 2014 to 2017 and has operated McLaughlin Financial Group since 2013. Outside of advisory work, she is an independent insurance agent and co-author of a book on general financial and investment topics. Advisory Services Network is an enterprise firm with over 200 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, employing a variety of investment strategies and management options tailored to client objectives.

Shawn Kilmurray is a financial advisor at Brookwood Investment Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MassMutual Life Insurance Company, MML Investors Services, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory work, he serves as a board member for the TJ Martell Foundation, a nonprofit organization. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated service platforms.

Steven Bernknopf is a CFP® with 37 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC. His prior roles include positions at LPL Financial, LLC, Saxony Securities, Inc, and Herman Bernknopf & Company. He is also a principal at Prager Metis CPAs LLC, where he focuses on tax preparation and accounting. Additionally, Mr. Bernknopf serves as board member and treasurer for the charitable organization Child Wellness Institute, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction with regular monitoring and serves as sponsor and overseer of wrap and sub-advisor arrangements.

Nick Filippo is a financial advisor at Alexander Capital Wealth Management LLC in Red Bank, NJ, with 10 years of industry experience. He has been with Alexander Capital Wealth Management since 2020 and has worked at Alexander Capital LP/Alexander Capital Securities since 2015. Filippo holds the Series 63 and Series 65 designations. Alexander Capital Wealth Management LLC provides portfolio management services primarily to individual and high-net-worth clients through discretionary and non-discretionary accounts, often using wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies and oversees approximately $212.1 million in discretionary assets under management.