Matthew Cilento is a financial advisor at Chelsea Advisory Services, Inc. with four years of industry experience. He previously worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. from 2021 to 2024. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm focuses on a fundamental, long-term investment approach with diversified portfolios and generally manages accounts on a discretionary basis.

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.

Neil Cashes is a financial advisor at Summit Financial, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Summit Financial since 2018. Outside of his advisory role, he assists clients by helping move heavy furniture on a part-time basis. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and about 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.

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.

Joseph Palermo is a financial advisor with Chelsea Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. His prior work includes roles at Crestline Investors and Alta Park Capital, as well as positions in education at Penn State University and Poly Prep Country Day School. He is also involved in insurance sales through the Palermo Insurance Agency. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm typically manages diversified portfolios on a discretionary basis with a fundamental, long-term approach and integrates its advisory services with an affiliated broker-dealer and custody platform.

Daniel Cavise is a financial advisor with Gladstone Wealth Partners in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2016. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a wide range of clients, including individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and provide ongoing account monitoring, with access to third-party managers, model portfolios, and specialized retirement-account technology.

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.

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.

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 Palace is a financial advisor at Gladstone Wealth Partners with 36 years of industry experience. He holds a Series 63 designation and has been with Gladstone and LPL Financial since 2015. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through independent investment adviser representatives who tailor strategies and monitor accounts, offering access to third-party managers and model 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.

Michael Azzato is a financial advisor at Garden State Investment Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allstate Insurance Co. in addition to his current role. Outside of his advisory work, he is involved in insurance sales and marketing, including a partnership at Penn Global Marketing. 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 serves a mix of retail and small-to-mid institutional clients through a multi-advisor team offering discretionary portfolio management based on client risk profiles and goals.

Jeffrey Dattolo is a financial advisor with Prosperity Capital Advisors in Red Bank, NJ, holding CFP® and ChFC® designations and over 36 years of industry experience. He previously worked at Madison & Main Advisors LLC and M Holdings Securities Inc., among other firms. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other financial professionals. The firm utilizes model-based, asset-allocation strategies with ongoing portfolio supervision, offering services including discretionary investment management, consulting, and financial planning.

Matthew Nugent is a CFP® professional with 19 years of experience in the financial services industry. He has been with Chelsea Advisory Services, Inc. for 10 years and holds Series 63 and Series 65 registrations. Outside of his advisory role, Nugent is involved in fixed life insurance and fixed annuity sales through the Palermo Insurance Agency. 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 with discretionary portfolio management, focusing on diversified holdings across equities, fixed income, mutual funds, and ETFs.

Giancarlo Capodanno is a financial advisor with Prosperity Capital Advisors in Red Bank, NJ, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., TD Ameritrade, and The Investment Center Inc. Outside of his advisory work, he volunteers as a speaker for the American Financial Educational Alliance, conducting seminars to promote financial literacy. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers services such as turnkey asset management programs, separately managed accounts, and retirement plan solutions.

Stephen Kaufman is a financial advisor at Vanderbilt Advisory Services with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vanderbilt since 2016. Kaufman is also the founder and president of Quality Financial Concepts, Inc., where he has provided investment-related and tax preparation services since 2005. Vanderbilt Advisory Services serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary and third-party model portfolios, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods.

Scott Bresky is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. His prior firms include SCF Investment Advisors, Concorde Asset Management, and Chelsea Financial Services. Outside of advising, he is involved in commercial real estate sales as a licensed associate and works with small business owners to identify savings and growth opportunities through his consulting activities. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, high-net-worth clients, trusts, and some corporate entities. The firm emphasizes a fundamental, long-term investment approach with diversified portfolios and discretionary management, while integrating advisory services with an affiliated broker-dealer and custody platform.