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 is a financial advisor with Garden State Investment Advisory Services, LLC in Red Bank, NJ. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Garden State Investment Advisory Services and its affiliated broker-dealer since 2010. Brodt also holds a real estate license, though he is not currently active in that area. 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 variety of analytical approaches and working with multiple custodians and sub-advisors.

Edward Massari Jr. is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has 14 years of industry experience and has been with International Assets Advisory, LLC since 2016. Massari is also a co-successor trustee of two family trusts. International Assets Investment Management (IAIM) offers investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may utilize third-party money managers and wrap programs.

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.

Jeremy Suarez is a financial advisor with Invst, LLC in Red Bank, NJ, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Suarez is involved in managing a business-related bill pay entity and also holds a power of attorney for a family member. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a blend of fundamental, technical, and cyclical analysis to manage portfolios across various asset classes and offers comprehensive client reporting and account management services.

Dylan Cinardo is a financial advisor with Santander Securities LLC in Lakewood, NJ, holding Series 63 and Series 65 licenses and with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, as well as work with emergency medical services organizations. He also founded Attention to Detail Janitorial Services, LLC. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides multiple managed account strategies implemented by third-party managers and maintains affiliated banking relationships that support its cash sweep programs.

Grant Shulman is a financial advisor with Prosperity Capital Advisors in Red Bank, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining Prosperity Capital Advisors, he has been involved with OneTeam Financial and M Holdings Securities, Inc. Outside of advisory work, he serves as an independent marketer for the Middletown Sports Complex, selling advertising space. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing a range of mutual funds, ETFs, and alternative solutions, and offers institutional and sub-advisory 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 credentials and bringing 34 years of industry experience. His prior roles include positions at National Securities Corporation and National Asset Management. He is also a licensed insurance agent involved with fixed annuities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm offers a wide range of services, including advisory programs, third-party manager access, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

James Boyle is a financial advisor with Alexander Capital Wealth Management LLC in Manasquan, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Cetera Advisors LLC since 2013. Outside of his advisory role, Boyle serves as a broker for AFLAC supplemental insurance through JFB III LLC. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

William Ippolito is a financial advisor at Alexander Capital Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC. Prior to his financial career, he served at the Point Pleasant Beach Police Department for 27 years. Outside of advising, he owns a private detective agency and is involved in private investigations and employee background checks. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis and employs both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Vincent Lucchesi is a financial advisor at Kingswood Wealth Advisors, LLC with 28 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 18 years before joining Kingswood and its affiliated firms in 2025. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA plans, and other institutional investors. The firm employs an open-architecture approach, tailoring investment strategies to clients’ objectives and risk tolerance while offering services such as portfolio management, financial planning, and third-party manager oversight.

Daniel Delrosso is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Aegis in 2023, he worked at IC Advisory Services Inc and The Investment Center Inc from 2015 to 2023. He is also president of D.DELRO CORP-PERSONAL PORTFOLIO, a personal asset holding company established in 2006. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs. The firm offers both discretionary and non-discretionary account options and supports a variety of client objectives through multiple program platforms.

Nicholas Rizzieri is a financial advisor with Santander Securities LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities LLC, and New Beach International LLC. 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 various wrap-fee advisory programs and delivers investment advice through the FMAX managed-account platform, with a strong affiliation to Santander Bank.

Tatiana Sunik is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP. Her prior experience includes roles at Mariner Wealth Advisors, Klingman and Associates, and Raymond James Financial Services. She is also the founder of Hera Financial LLC, where she focuses on guiding clients through life transitions such as divorce with tailored financial planning. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to both individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily using DFA mutual funds and ETFs within a Modern Portfolio Theory framework.

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.

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.