Stephen Guercio is a financial advisor at Alexander Capital Wealth Management LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Alexander Capital Wealth Management since 2017, as well as Alexander Capital, LP and Clarkdoge Dodge & Co. Guercio is also involved in an insurance agency on a commission basis. Alexander Capital Wealth Management provides investment advisory services to individual, high-net-worth, and institutional clients. The firm employs a top-down investment approach combining proprietary technical analysis with fundamental review, managing portfolios through multiple advisory teams and third-party managers.

Elias Rauch is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, Triad Advisors Inc, and Voya Financial Partners, LLC. Outside of his advisory role, he serves as Financial Manager for the Congregation Beth Israel Foundation and is a member at large of the Brandeis University Alumni Association. Perigon Wealth Management provides 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 institutions. The firm emphasizes individualized portfolio construction, ongoing oversight of sub-advisors and wrap programs, and maintains institutional relationships with multiple custodians and platform providers.

Ernest Lubonja is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Santander Securities LLC and Public Partnerships, LLC. Outside of his advisory duties, he is involved with Public Partnerships, providing consumer-directed personal assistance. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, primarily targeting retail investors with program minimums around $25,000.

John Slipek is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Alexander Capital in various capacities since 2012. Outside of his advisory role, he serves as president of J Slipek Corp., a holding company used to manage personal expenses, and is a passive shareholder in IBC Holdings, a digital media company focused on financial analytical tools. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through discretionary and non-discretionary wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis, utilizing both long- and short-term trading strategies and documented due diligence in its investment process.

Denzil Dias is a financial advisor at IHT Wealth Management LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm combines fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach and manages approximately $9.8 billion in assets through a network of about 159 advisors.

Thomas Matyola is a financial advisor at Garden State Investment Advisory Services, LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Garden State Securities, Inc. since 2017 and Regal Securities since 2013. In addition to his advisory work, he is a licensed insurance producer offering fixed index and variable annuity products. Garden State Investment Advisory Services, LLC serves 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 consulting, utilizing a combination of fundamental, technical, and third-party research to implement client strategies.

Ryan Gaynor is a financial advisor at Leo Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been with Leo Brokerage since 2020. Leo Wealth provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, along with third-party managers, to implement specialized investment strategies.

Jason Condon is a CFP® with 12 years of industry experience. He is currently with Perigon Wealth Management, LLC and has held roles at Vanderbilt Securities, LLC and Gitterman Wealth Management, LLC. Perigon Wealth Management provides 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 focuses on individualized portfolio construction with ongoing monitoring and serves as both sponsor and overseer of wrap and sub-advisor programs, maintaining institutional relationships with multiple custodians and platform providers.

Gregory Gallo is a financial advisor with Garden State Investment Advisory Services, LLC, holding the PFS™ and Series 63 designations and bringing 30 years of industry experience. He has been with Garden State Investment Advisory Services since 2007 and has also worked with Garden State Securities since 2004. Outside of his advisory role, he serves as an officer for the Hoboken Italian Festival and the Howell Township Southern Little League Board of Directors, both nonprofit organizations. 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 combination of fundamental, technical, and third-party research to implement client strategies.

Joseph Bernheimer is a financial advisor with Snowden Capital Advisors LLC in Metuchen, NJ. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His prior work includes positions at Snowden Lane Partners, OSAIC, and SagePoint Financial, Inc. Outside of advising, he has operated as an independent insurance agent and manages a real estate/property management business through JNDE, LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing multi-team resources and institutional capabilities alongside a range of investment tools and third-party manager relationships.

Robert Maxson is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. His career includes positions at Merrill, Bank of America, UBS Financial Services, Morgan Stanley, and other firms. He holds Series 63 and Series 65 licenses. A.G.P. / Alliance Global Partners is a multi-team platform of approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage, utilizing an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships.

Paul Stawinski is a financial advisor at Garden State Investment Advisory Services, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Financial Advisors, CLU Wealth Advisors, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also a captain of a yacht charter. 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, utilizing a mix of fundamental, technical, and third-party research tailored to client risk profiles and goals.

Michael Mullen is a financial advisor with B. Riley Wealth Advisors, Inc. in Red Bank, NJ, holding Series 63 and Series 65 credentials and 37 years of industry experience. His career includes roles at B. Riley Wealth Management, Winslow, Evans & Crocker, and National Securities Corporation. He serves on the board of B. Riley Wealth Tax Services and is the managing member of NAM Special Situations Management LLC, an investment management entity. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various programs, including internally managed models and third-party managed accounts, and manages approximately $4.21 billion in client assets through about 173 advisors.

Andrew Cilento is a CFP® with seven years of industry experience, currently serving as a financial advisor at Chelsea Advisory Services, Inc. He previously worked at Voya Investments Distributor, LLC, Voya Investment Management, and Cohen & Steers. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and select corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis and integrating its services with an affiliated broker-dealer and custody platform.

Richard Going II is a financial advisor at Garden State Investment Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of his advisory work, he serves as an archery coach and is the New Jersey president of the S3DA. 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 offers portfolio management, financial planning, and oversight of third-party managers, serving a diverse client base through a multi-advisor team managing approximately $674 million in client assets.

Joseph Petrillo is a financial advisor at Garden State Investment Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Garden State Securities since 2010. Outside of his advisory role, he is involved as a shareholder in a fitness club and is a passive owner of a restaurant in Asbury Park, NJ. 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’s multi-advisor team offers portfolio management, financial planning, and consulting, utilizing various analytical approaches and third-party research to implement client strategies.

Wally Jandoli is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and bringing 49 years of industry experience. His career includes long tenures at Summit Equities, Inc. and Summit Financial Resources, Inc. from 1982 to 2018, and he has been with Summit Financial, LLC since 2018. In addition to advisory services, he is involved in insurance brokerage, selling various insurance products through multiple companies. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.

Daniel Overcash Jr. is a CFP®-designated financial advisor with 55 years of industry experience. He currently serves at Chelsea Advisory Services, Inc. and has a longstanding career including over five decades at Budell Overcash Anderson & Co., Inc. based in Staten Island, NY. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach and offers both discretionary portfolio management and standalone financial planning engagements.

Jomar Fernandez is a financial advisor at Gladstone Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Gladstone Wealth Partners and LPL Financial since 2016, with prior experience at PNC Investments from 2011 to 2016. Fernandez is also involved in providing investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and financial planning, utilizing diverse investment approaches including individual securities, mutual funds, alternative investments, and model portfolios.

Carey Gertler is a CFP® at Prosperity - An EisnerAmper Company with one year of experience in the financial industry. He has been associated with EisnerAmper LLP since 2014 and Eisner Advisory Group LLC since 2021. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs asset allocation and diversification strategies, utilizing third-party managers and technology platforms to support its service offerings.