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.

Robert Maxson is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. His career includes positions at Merrill, Bank of America, UBS Financial Services, Morgan Stanley, and other firms. He holds Series 63 and Series 65 licenses. A.G.P. / Alliance Global Partners is a multi-team platform of approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage, utilizing an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships.

Paul Stawinski is a financial advisor at Garden State Investment Advisory Services, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Financial Advisors, CLU Wealth Advisors, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also a captain of a yacht charter. 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, utilizing a mix of fundamental, technical, and third-party research tailored to client risk profiles and goals.

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.

Andrew Cilento is a CFP® with seven years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. He previously worked at Voya Investments Distributor, LLC, Voya Investment Management, and Cohen & Steers. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and select corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and integrating its services with an affiliated broker-dealer and custody platform.

Richard Going II 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 firms including Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of his advisory work, he serves as an archery coach and is the New Jersey president of the S3DA. 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 offers portfolio management, financial planning, and oversight of third-party managers, serving a diverse client base through a multi-advisor team managing approximately $674 million in client assets.

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.

Daniel Overcash Jr. is a CFP®-designated financial advisor with 55 years of industry experience. He currently serves at Chelsea Advisory Services, Inc. and has a longstanding career including over five decades at Budell Overcash Anderson & Co., Inc. based in Staten Island, NY. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach and offers both discretionary portfolio management and standalone financial planning engagements.

Jomar Fernandez is a financial advisor at Gladstone Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Gladstone Wealth Partners and LPL Financial since 2016, with prior experience at PNC Investments from 2011 to 2016. Fernandez is also involved in providing investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and financial planning, utilizing diverse investment approaches including individual securities, mutual funds, alternative investments, and model portfolios.

Matthew Mason is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He previously worked at Aegis Capital Corp from 2012 to 2021 before joining A.G.P. Mason is involved with a separate business entity, MASON EXPRESS LLC, unrelated to investment activities. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach that integrates internally managed strategies, sub-advisory relationships, and model/wrap programs, offering a range of portfolio management, financial planning, and brokerage services.

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.

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.

Stephen Sebold is a financial advisor at Chelsea Advisory Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AXA Advisors, LLC for 18 years. Sebold has been with Chelsea Financial Services since 2020. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm typically manages diversified portfolios on a discretionary basis with a fundamental, long-term investment approach and integrates its services with an affiliated broker-dealer and custody platform.

Timothy Knotts is a CFP® professional with 14 years of industry experience. He spent 37 years at The Hogan-Knotts Financial Group, Inc. before joining The Mather Group, LLC, where he has worked for one year. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with tax-synchronized portfolio construction and customization options, incorporating AI and machine-learning tools alongside human oversight.

Angela Hank is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. Her career includes roles at Ameriprise Financial Services, Inc., National Securities Corp, and B. Riley Wealth Advisors. She is also involved in insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a range of advisory programs, financial planning, and retirement solutions, utilizing various account structures and proprietary asset allocation models.

Ralph Hochuli is a financial advisor with IHT Wealth Management LLC in Red Bank, NJ, holding a Series 63 designation and possessing 25 years of industry experience. His career includes roles at IHT Wealth Management since 2020, Private Advisor Group, LLC from 2016 to 2020, and LPL Financial LLC since 2016. Additionally, he is a partner in Baumann, Dennis & Hochuli LLP, a CPA firm. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering services such as discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm combines fundamental value screening, quantitative optimization, and tactical strategies with a network of approximately 160 advisors managing around $9.8 billion in assets.