Matthew Santarsiero is a CFP® with nine years of experience in the financial industry. He currently works at Invst, LLC and previously spent seven years at LPL Financial, LLC. He is also involved with Tomoro LLC. Invst, LLC offers financial planning, investment management, and retirement plan consulting services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Mary Holevinski is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. She has been with Madison Avenue Securities since 2011 and has operated Holevinski Financial Services since 1973. Outside of advisory work, she is a board member of the North Central Jersey National Association of Insurance and Financial Advisors and works as a licensed real estate agent. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, pension consulting, and college-savings services through multiple account platforms and programs.

Sean Tudor is a financial advisor at Garden State Investment Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Barings LLC and Citco Fund Services. Tudor’s current role includes advisory responsibilities at Garden State Securities, Inc. 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 employs a multi-advisor team to deliver discretionary portfolio management aligned with client risk profiles and goals.

Alan Berger is a financial advisor with Arkadios Wealth Advisors, holding a Series 63 designation and over 46 years of industry experience. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital in 2019, he worked at Triad Advisors, Inc. from 2014 to 2019. In addition to his advisory role, Berger is involved with Foresight Financial Partners, providing financial planning, estate, business planning, insurance, and investment management services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, employing a combination of advisor-managed accounts, third-party money managers, and in-house portfolio management. The firm integrates fundamental, technical, and cyclical analysis in its approach and provides discretionary account management supported by an internal portfolio team.

Charles Cerone is a financial advisor at Prosperity Wealth Management, Inc. with 38 years of industry experience. He holds the Series 66 designation and has worked at Prosperity Wealth Management since 2018, with prior experience at Fortune Financial Services and Foresters Equity Services. Outside of his advisory role, he owns and operates 21st Century Wealth & Insurance Services, focusing on insurance and related services. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million in discretionary assets and emphasizes tailored portfolio supervision with diversified investment strategies and ongoing oversight of third-party managers.

Kenny Avenil is a financial advisor at Latitude Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own CPA firm for 25 years. His background includes roles at GWN Securities Inc and consulting for small businesses on managerial and cost-saving matters. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage portfolios, primarily on a discretionary basis.

Anthony Romano is a financial advisor with A.G.P. / Alliance Global Partners in Holmdel, NJ, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Aegis Capital Corp for six years before joining A.G.P. in 2021. Outside of his advisory role, Romano is involved as a co-owner in a detox and inpatient addiction recovery business and holds partnerships in consulting and trucking companies. A.G.P. / Alliance Global Partners operates 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, sub-advisory services, and brokerage and insurance product sales, utilizing an open-architecture investment approach that combines internal strategies with co- and sub-advisory relationships across discretionary and non-discretionary mandates.

David Buckwald is a CFP® professional with 37 years of experience in the financial services industry. He is currently an advisor at Prosperity Capital Advisors and has held roles at M Holdings Securities Inc. and Atlas Advisory Group, LLC. Buckwald serves on the Board of Directors for M Financial and participates in strategic consultations. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and a range of mutual funds, ETFs, and alternative solutions.

Sean Olsen is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been associated with Garden State Securities, Inc. since 2008. 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 blend of fundamental, technical, cyclical, and charting analysis alongside third-party research.

Timothy Piacentini is a CFA® charterholder with 13 years of industry experience, currently serving at Pinnacle Associates, Ltd. since 2002. He holds a Series 63 license and is based in Holmdel, NJ. Pinnacle Associates, Ltd. is an investment management firm that serves individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and offers tailored equity and balanced strategies alongside fixed income and option overlays for non-institutional clients.

Joseph Amato is a financial advisor with Alexander Capital Wealth Management LLC in Staten Island, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Alexander Capital and its affiliated entities since 2012 and previously worked at Gunnallen Financial, Inc. and Network 1 Financial Securities, Inc. Outside of his advisory role, he is involved in various holding companies and partnerships unrelated to investment advisory services. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients as well as certain institutional clients, offering investment advisory and capital markets/M&A advisory services. The firm employs a combination of proprietary technical analysis and fundamental review to implement discretionary management strategies through multiple advisory teams and third-party platforms.

Marc Harary is a Series 66-licensed advisor with 24 years of industry experience. He has worked at IHT Wealth Management since 2020 and previously held roles at Private Advisor Group, LPL Financial, Harary Financial Group, and PRB Wealth Management. Harary is also involved with Harary Financial Group and PRB Wealth Management, both affiliated with LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers through a network of investment adviser representatives using a combination of fundamental and quantitative investment strategies.

Brian Hanna is a financial advisor with Garden State Investment Advisory Services, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Fortis Capital Advisors, LLC, Garden State Securities, Inc., and Guardian Life Insurance Company. Outside of financial advising, he is involved in a family chemical sales business. 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 manages approximately $674 million in client assets and provides discretionary portfolio management using a combination of fundamental, technical, and third-party research within a multi-advisor team structure.

John Zara is a financial advisor at Garden State Investment Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Garden State Securities 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, employing a range of analytical methods and third-party research to implement client strategies.

Michael Kuczinski is a CFP® and ChFC® with 33 years of experience in the financial industry. He is currently affiliated with Garden State Investment Advisory Services, LLC and has held roles at H. Beck, Inc. since 2015 and Mtk Financial Group II, Inc. since 2013. Outside of his advisory work, he serves as a Committeeman and Deputy Mayor for Millstone Township and is involved in fitness and nutrition ventures through R&M Ventures, LLC. 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 employs a multi-advisor team approach, offering discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a range of analytical methods alongside third-party research.

Garry Bale is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2015 and previously at Chase Investment Services Corp. in 2010. 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 a range of services including portfolio management, financial and retirement planning, and brokerage and insurance products through an open-architecture model that emphasizes international equity strategies, co- and sub-advisory relationships, and both discretionary and non-discretionary mandates.

Jason Zwibel is a financial advisor with Garden State Investment Advisory Services, LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with the affiliated broker-dealer, Garden State Securities, Inc., since 2010. Zwibel is also involved in charitable activities through The Zwibel Foundation, which distributes funds to local families in need. 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, cyclical, and charting analysis alongside third-party research.

David Chepauskas is a CFP® with 36 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously worked at Purshe Kaplan Sterling Investments and held long tenures at Summit Financial Resources, Inc. and Summit Equities, Inc. He is also a managing member of DRC NJ, LLC, an advisory business based in Red Bank, NJ. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments through various portfolio programs and third-party platforms.

Danielle D'Angiolillo is a CFP® with 25 years of industry experience, currently serving at Prosperity Capital Advisors. She previously worked at Bank of America and Merrill for eight years and has held roles at McManus & Associates and other firms. In addition to her advisory work, she is a licensed insurance agent and registered representative, engaging in insurance and securities sales. Prosperity Capital Advisors is an SEC‑registered enterprise adviser providing financial planning, consulting, and discretionary investment management for individual and high-net-worth clients, corporations, trustees, retirement plans, and broker/dealer customers. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing a combination of core and specialized models alongside advisor-directed portfolios and third-party sub-advisors.

Michael Clementi is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 credentials and has 30 years of industry experience. His career includes roles at Vfinance since 2003 and B. Riley Wealth Management since 2022. B. Riley Wealth Advisors provides investment advice and portfolio management services to individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers multiple program options, including Advisor-as-Portfolio-Manager, third-party managed programs, internally managed models, and financial planning, managing approximately $4.21 billion in assets across about 173 advisors.