Carlton Coleman is a financial advisor at Santander Securities LLC with a Series 66 credential and two years of industry experience. He has previously worked at J.P. Morgan Securities and UBS Financial Services Inc. Carlton is based in Jamaica, NY. 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 wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with oversight and reporting via its clearing custodian.

Walter Kukowski is a financial advisor at Santander Securities LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2014. Outside of his advisory role, he manages a rental property in Hoboken, New Jersey. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Raymond Ambrosino is a CFP® with 35 years of industry experience, currently serving at Garden State Investment Advisory Services, LLC. He has been with Garden State Securities, Inc. since 1998. Outside of his advisory role, he serves on the board of the Institute of Business and Finance in San Diego and is a part-owner of Power Pivot Training, both non-investment activities. 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 a range of analytical approaches and utilizing both direct management and third-party relationships.

Jeffrey Gitterman is a financial advisor with Perigon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, Triad Advisors, Inc., Beyond Success Consulting, and Voya Financial Partners, LLC. He serves on the board of the Children's Health Institute, advising on fundraising for nonprofit research. Perigon Wealth Management offers 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 and ongoing monitoring, with a notable role in sponsoring and managing wrap programs and servicing banking and thrift institutions.

Nicholas Iarrobino is a financial advisor with Chelsea Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Chelsea Financial Services since 2019 and previously at Regulus Advisors from 2015 to 2019. Outside of his advisory role, he is a licensed insurance agent and is involved in managing multiple real estate partnerships and property management entities. 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, managing diversified portfolios primarily on a discretionary basis.

Carlton Ebneth is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with multiple firms including Foundations Investment Advisors and Physicians Wealth Advisory Group, where he also serves as president and sells insurance-related products. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation approach and incorporates a range of strategies including alternative investments and private offerings.

Christopher Vetrano is a financial advisor at Chelsea Advisory Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chelsea Financial Services since 2007. In addition to his advisory role, he is involved in life insurance with National Life Group and Innovative Underwriters and spends time meeting with clients about retirement income needs through CV Wealth Management. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis, and integrates its advisory services with an affiliated broker-dealer and custody platform.

Corey Shevlin is a Series 65 licensed financial advisor with Sound Income Strategies, LLC, and has four years of industry experience. He previously worked at Prosperity Capital Advisors and holds a role as a server at The Pour House. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies with active portfolio management and offers specialized services such as family-office and special-needs planning.

Roseann Palermo is a financial advisor with Chelsea Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Chelsea Advisory Services in 2012, she has been associated with Johnjoseph Financial Group since 1996. Outside of her advisory work, she is the president and owner of Palermo Insurance Agency, where she is involved in insurance sales. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm typically follows a fundamental, long-term investment approach and manages diversified portfolios on a discretionary basis, with an emphasis on compliance and client-directed restrictions.

Justin Calderon is a financial advisor at Santander Securities LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Santander Securities and Santander Bank since 2018, as well as at People's United Bank from 2016 to 2018. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across roughly 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Robert Confessore is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Maridea Wealth Management. He has previously worked at Millington Securities, Hartshorne Group, and WBI Investments, where he held various advisory and leadership roles. Confessore is also a licensed insurance agent and has maintained ownership and executive positions at Hartshorne Group and WBI Investments during his career. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and coordinated tax and insurance services. The firm emphasizes diversified, tax-aware portfolios using low-cost funds and ETFs, a long-term investment horizon, and the use of AI productivity tools under human oversight.

Lawrence Tulenko is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at Aegis Capital Corp. for 11 years. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement plan advisory, and brokerage services using an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships.

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.