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.

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.

William Skillender is a financial advisor at Madison Avenue Securities, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Broker Dealer Financial Services Corp from 2009 to 2017. Outside of his advisory role, he owns and operates William Skillender Wealth Management Tax Advisory, focusing on insurance products, and is involved in a book promotion venture as well as a Medicare partnership program. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services through various account platforms and employs multiple investment strategies across discretionary and non-discretionary accounts.

Joseph Giacchi is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with International Assets Investment Advisory LLC and Sterling Noble since 2010 and is also involved in the restaurant business as wait staff at Lubrano's Trattoria. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized portfolio management, financial planning, and access to third-party wrap and manager programs, utilizing a range of investment vehicles and strategies tailored to client objectives and risk tolerance.

Gregory Boles is a financial advisor at IAMS Wealth Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked in the financial services sector since 2001, including roles at Ameritas Investment Corp and Vista Financial. Outside of his advisory duties, he provides outsourced estate planning software services through Legacy Lock. IAMS Wealth Management, LLC serves a diverse client base including individual investors, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management using proprietary and third-party models, financial planning, and ERISA 3(21) plan services, employing a broad range of investment instruments and operational tools to tailor solutions for its clients.

David Vezina is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at TFS Securities Inc and TFS Insurance Agency. In addition to his advisory work, he serves as an annuity manager at 1st Jersey Insurance Agency, where he continues to service Medicare clients. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework, and provides a variety of retirement-plan services alongside asset management and financial planning.

Daniel Cavise is a financial advisor with Gladstone Wealth Partners in Red Bank, NJ, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2016. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with a notable emphasis on integrating retirement-plan services and institutional manager relationships.

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 33 years of experience in financial advisory roles. He is currently affiliated with The AmeriFlex Group and has held positions at multiple firms, including Cambridge Investment Research, C2P Capital Advisory Group, and M Holdings Securities. Outside of his advisory work, Mr. Shulman serves as President and Elder on the board of Manasquan Presbyterian Church and chairs its finance committee. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via various model asset allocations and discretionary or non-discretionary management relationships.

Pooja Chawla is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Advisory Services Network since 2019 and previously at Wells Fargo Clearing and Wells Fargo Advisors. In addition to her advisory role, she serves as Managing Director of Golden Pine Consulting, a business consulting firm, and Your Choice Freight, a transportation and logistics company. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing diverse securities and third-party managers, with flexible engagement options tailored to client objectives.

Thomas Price is a financial advisor with Capital Analysts who holds Series 63 and 65 licenses and has 39 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1986 and joined Capital Analysts in 2023. Outside of his advisory role, he serves as Managing Director of CollegeBound Solutions, LLC, which assists students and parents with college selection, affordability, FAFSA preparation, and marketing for student athletes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and its in-house investment management team, utilizing proprietary screening methods and fiduciary practices.

Michael Palace is a financial advisor with Gladstone Wealth Partners in Red Bank, NJ, holding a Series 63 designation and 36 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2015. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to a range of investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.

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 CFP® and ChFC® with 37 years of industry experience, currently serving at Prosperity Capital Advisors. He has held roles at multiple firms, including Madison & Main Advisors LLC and Atlas Advisory Group, LLC. Prosperity Capital Advisors is an SEC-registered adviser offering financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and utilizes a variety of investment platforms and third-party sub-advisors.

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.