Gregory Calderaro is a financial advisor with Garden State Investment Advisory Services, LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior work includes roles at Garden State Securities, Inc., Private Advisor Group, LLC, and LPL Financial, LLC. Outside of advisory work, he has experience in technology systems analysis and design through Progressive Systems and has served as a notary public. Garden State Investment Advisory Services, LLC offers personalized investment advisory services to 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 oversight of third-party portfolio managers using a range of analytical methods and custodial relationships.

Ronnie Howard is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 66 registrations and has 24 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2019, following three years at GTS Securities, LLC. Outside of advisory work, he is involved in life insurance and fixed annuity sales. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed accounts and selected third-party managers, utilizing fundamental, technical, and cyclical analysis methods.

Joseph Mangano is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and Essex National Securities, LLC. Outside of finance, he owns Expose Your Media Inc., an advertising business focused on scriptwriting and film production. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management via wrap-fee programs, and access to securities-based lending and insurance products, primarily serving retail investors through multiple managed account strategies implemented by third-party managers.

Craig Margolies is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Aegis Capital Corp and Garden State Investment Advisory Services, LLC. He is based in Holmdel, NJ. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and utilizes a variety of investment strategies with a notable focus on international investing.

Philip Simone is a CFP® professional affiliated with Arkadios Wealth Advisors, with four years of industry experience. He has worked at several firms including Spartan Solar, Freedom Forever, and Titanium Solar before joining Arkadios in 2025. He is also involved as an associate in financial planning with Foresight Financial Partners. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using fundamental, technical, and cyclical analysis, deploying portfolios through internally managed accounts, model portfolios, or third-party managers.

Alex Boatman is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones and Stifel Nicolaus & Co Inc before joining A.G.P. in 2021. Outside of his advisory role, he serves as Vice President of Membership Review for Business by the Bay, a networking group. 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 investors through a multi-team platform. The firm offers a range of discretionary and non-discretionary portfolio management services, emphasizing international investing and managing pooled vehicles alongside brokerage and financial product distribution.

Andrew Alter is a CFP® and PFS™ with 14 years of industry experience. He is currently with Forum Financial Management, LP and previously founded and led Alter Financial Group LLC and Alter Wealth Management, LLC. He serves as a board member and treasurer for Unique Melodies, Inc., a nonprofit music education organization for individuals with special needs. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, employing institutional mutual funds, ETFs, and other strategies, while also serving as a turn-key asset-management platform for independent advisors and RIAs.

Terry Brodt Jr. is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Garden State Investment Advisory Services and its affiliated broker-dealer since 2010, with prior roles at Invest Financial Corporation, First Montauk Securities Corp., LPL Financial, and Prudential Equity Group. Brodt also holds a real estate license, though he is not currently active in that area. 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 discretionary portfolios based on client risk profiles using fundamental, technical, and third-party research, with approximately $674 million in client assets under management across a multi-advisor team.

James King is a financial advisor with Diversify Advisory Services, LLC and holds Series 63 and Series 66 licenses. He has eight years of industry experience and has worked at firms including B. Riley Wealth Management and Equitable Advisors. He is also involved with Griffin Wealth Partners, a financial securities business conducted through B. Riley Wealth Management. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms and offers a broad range of investment strategies and consulting services.

Jack Casey is a financial advisor at Pinnacle Associates, Ltd. He holds a Series 65 designation and joined the firm in 2024. Prior to his current role, he spent five years at Providence College. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. Founded in 1984, the firm manages approximately $9.9 billion in discretionary assets and employs a fundamental, bottom-up investment approach across a range of equity strategies, tailoring allocations to client objectives and offering socially responsible overlays on request.

John Padgett is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at B. Riley Wealth Advisors since 2022 and previously held roles at National Asset Management, National Securities Corporation, and First Montauk Securities Corp. Outside of his advisory work, Padgett is the owner of Meritage Group LLC, a company established for IRS record keeping purposes. B. Riley Wealth Advisors offers investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm provides various programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Nicholas Rizzieri is a financial advisor with Santander Securities LLC in Manalapan, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities LLC, and New Beach International LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and provides investment advisory services, portfolio management, and financial planning through various wrap-fee programs and third-party investment managers.

Stephen Tomkins is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Oppenheimer & Co. Inc and Janney Montgomery Scott. Outside of his advisory work, he umpires and referees baseball and football games for the New Jersey State Interscholastic Athletic Association. 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 emphasizes international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and brokerage services.

Nilos Sakellariou is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Glen Eagle Wealth, Arete Wealth Advisors, and Arete Wealth Management. Outside of advisory work, he is a licensed insurance agent providing reviews, advice, and sales of fixed life and long-term care insurance products. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing and management of pooled-vehicle accounts.

Tatiana Sunik is a CFP® professional with 18 years of experience in the financial services industry. She currently works at Forum Financial Management, LP and is also the founder of Hera Financial LLC, where she provides financial planning with a focus on guiding clients through life transitions such as divorce. Her previous roles include tenure at Mariner Wealth Advisors and Klingman and Associates. Forum Financial Management, LP serves individuals, retirement plan sponsors, charitable organizations, and institutional clients by offering portfolio management, financial planning, and retirement-plan advisory services. The firm is notable for its model asset-allocation portfolios based on Modern Portfolio Theory and its turnkey asset-management platform that supports numerous RIAs with back-office and trading services.

Christopher Puher is a financial advisor with Garden State Investment Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked with Garden State Securities Inc. since 2005. Outside of his advisory role, Puher is involved as a partner in PENN Global Marketing, a business focused on the sale of insurance-only products. Garden State Investment Advisory Services, LLC offers personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team provides portfolio management, financial planning, and consulting using a combination of fundamental, technical, and third-party research, delivering services through several custodians and sub-advisor relationships.

Glenn Leboeuf is a financial advisor with Garden State Investment Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. He has worked with Garden State Securities, Inc., Freedom Capital Management, and Royal Alliance Associates, INC., with tenures spanning more than a decade. Outside of his advisory roles, he is involved in public speaking on historical subjects through his business, History Worth Remembering. 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, employing a blend of fundamental, technical, and third-party research.

Robin Walsh is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Securities America Advisors, Primerica Advisors, and Guardian Life Insurance. He is the president of the B.J. Thomas Memorial Scholarship, a nonprofit organization focused on raising funds for educational costs through community events. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, retirement plans, and charitable organizations. The firm employs a goals-based, client-centered planning approach supported by proprietary software and an evidence-based investment framework that incorporates behavioral economics and quantitative analysis.

Michael Kuczinski is a financial advisor at Garden State Investment Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at H. Beck, Inc. since 2016. Outside of his advisory role, he is involved in fitness and nutrition through Finally Fit, LLC and operates a vending machine business under MKMB Ventures, LLC. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporations. The firm manages approximately $674 million in client assets and uses a combination of fundamental, technical, and third-party research to deliver discretionary portfolio management through a multi-advisor team.

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.