Bradley Harrison is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at National Securities Corporation for eight years before joining B. Riley Wealth Advisors in 2022. Outside of his advisory role, he serves as President and CEO of Harrison Wealth Management, a holding company. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through various advisory programs and proprietary asset allocation models.

Gregory Dillon is a CFP® and CFA® with 18 years of experience in the financial services industry. He is currently with Prosperity Capital Advisors and has previously worked with M Holdings Securities, Atlas Advisory Group, and ONETEAM FINANCIAL LLC. Outside of his advisory role, he serves as president and instructor for a nonprofit chapter focused on social security and retirement income education and is an advisory board member for Best Buddies NJ. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers institutional services such as TAMP and sub-advisory support.

Joseph Fernandes is a financial advisor with Vanderbilt Advisory Services and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Gwn Securities Inc and PlanMember Securities Corporation. Outside of his advisory work, he is involved with The 401K Group LLC, a business offering insurance, securities sales, and referral services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, utilizing a blend of fundamental, technical, and charting analysis, and integrates advisory services with retirement-plan and benefits firms to support pension consulting and administration.

Timothy Mceneny Jr. is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has worked at Garden State Securities, Inc. since 2010 and Paulson Investment Company, Inc. since 2002. Outside of his advisory role, he organizes youth sports clinics, camps, and tournaments through Big Shot Hoops and serves as a sports official with IAABO-Shoreboard #194. 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 using fundamental, technical, and third-party research.

John Pisapia is a financial advisor with Chelsea Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Chelsea Advisory Services since 2010 and has been associated with affiliated firms including Chelsea Financial Services and U S Securities International Corp. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach with discretionary portfolio management and integrates brokerage and custody services through a single affiliated platform.

John Zakar is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Royal Fund Management since 2015. In addition to his advisory role, he is an independent insurance agent selling Medicare, annuities, life, and long-term care insurance. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies informed by fundamental, technical, and cyclical analysis and offers specialized services such as options writing and access to select non-traded REITs.

Jon Franco is a financial advisor with Chelsea Advisory Services, Inc. in Staten Island, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Chelsea Financial Services since 2013. Chelsea Advisory provides financial planning, investment advisory, and consulting services primarily to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios on a discretionary basis while allowing client-imposed investment restrictions and conducting regular compliance and portfolio reviews.

Joseph Fields is a financial advisor at Calton & Associates, Inc. in Matawan, NJ, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch Pierce, Fenner & Smith Incorporated, Dworetsky Financial, and Star Wealth Advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and investment approaches tailored to client goals, risk tolerance, and liquidity needs.

Michael Megill is a financial advisor at Summit Financial, LLC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Summit Financial since 2018. Prior to that, he was associated with firms including Purshe Kaplan Sterling Investments, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. In addition to providing financial advice, he offers insurance products through various insurance companies, earning compensation from these sales. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm provides a range of investment advisory, portfolio management, and retirement plan advisory services, operating both discretionary and consultative platforms to accommodate client preferences.

James Maimone is a financial advisor at Summit Financial, LLC with nine years of industry experience. He holds a Series 66 designation and has been with Summit Financial since 2018. In addition to his advisory role, he serves as an adjunct professor at Bergen Community College, teaching a financial fitness course focused on risks retirees face and risk hedging. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate varied client preferences.

Andre Murillo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Santander Securities LLC, Santander Bank, NA, JPMorgan Chase Bank, and JPMorgan Securities LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base that includes individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and discretionary account management.

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 25 years of industry experience. He has been with Santander Securities and Santander Bank since 2015. Outside of finance, he owns Expose Your Media Inc., an advertising business focused on script writing and film production. 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, with investment advice delivered through a managed-account platform that incorporates third-party managers and discretionary account management.

Craig Margolies is a financial advisor at A.G.P. / Alliance Global Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aegis Capital Corp and Garden State Investment Advisory Services, LLC. Margolies has been with A.G.P. since 2021. 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 nearly $3 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance products, employing an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships.

Philip Simone is a CFP® with four years of experience in the financial services industry. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having joined in 2025. Prior to this, he held roles in the solar energy sector as well as at Wescott Financial Advisory Group, LLC. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management options, utilizing a combination of fundamental, technical, and cyclical investment analysis methods.

Alex Boatman is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 credential and 14 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Edward Jones. Outside of his advisory role, he serves as Vice President of a networking group called Business by the Bay. A.G.P. / Alliance Global Partners is a multi-team firm serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services, employing an open-architecture investment approach that includes both internally managed strategies and sub-advisory relationships.

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.