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 18 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2015. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division, combining macro themes with security selection in long-term strategies.

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 at B. Riley Wealth Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vfinance since 2003. Since 2022, he has been affiliated with B. Riley Wealth Management and joined B. Riley Wealth Advisors in 2024. B. Riley Wealth Advisors is an SEC-registered firm managing approximately $7.03 billion in assets and serving over 16,800 clients. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charities, corporations, and retirement plans.

Gary Ronan is a financial advisor with Prosperity Capital Advisors in Colts Neck, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. He is the owner of Alicorn Financial Advisors, LLC and AFG Tax Services LLC, through which he offers tax preparation and consulting services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative investments.

Jason Sari is a financial advisor with Garden State Investment Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining the firm in 2024, he worked at the University of Delaware and has experience in the hospitality and education sectors. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities, managing approximately $674 million in client assets. The firm delivers discretionary portfolio management using a combination of fundamental, technical, and third-party research through a multi-advisor team.

Herbert Thornton is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2019. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, investment consulting, and retirement services.

Peter Vitale is a financial advisor with Primerica Advisors who holds a Series 63 designation and has 27 years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and MetLife Securities. Outside of his advisory work, he is also active as an insurance broker for products beyond Guardian. Primerica Advisors serves a diverse retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a variety of proprietary and third-party investment strategies and offers both discretionary and non-discretionary account management options.

Scott Breckenridge is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management since 2020, following prior roles at Bank of America and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a consolidated investment platform with access to equities, fixed income, and alternatives.

Ralph Primavera is a financial advisor with Oppenheimer, holding a Series 63 designation and bringing 57 years of industry experience. He has been with Oppenheimer since 2016. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation and manager selection across multiple asset classes.

Francine Olk is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 28 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

William Bianculli is a CFP® professional with 13 years of industry experience. He has been with Equity Services, Inc. and National Life Group since 2014. Bianculli is also involved as a licensed sales agent for Integrated Financial Concepts LLC, where he sells property and casualty, life, health, disability, and long-term care insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with both discretionary and non-discretionary management, using a combination of third-party asset managers and model portfolios.

Jerome Goldberg is a financial advisor at Hornor, Townsend & Kent, LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with both Penn Mutual and Hornor, Townsend & Kent since 2002. Goldberg has been involved in multiple life insurance brokerage activities through various entities, including serving as a partner and proprietor in related ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and utilizes a third-party asset manager platform with discretionary and non-discretionary account options.

Shaun Wolcott is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 designation and one year of industry experience. He has worked at Connolly, Switaj, Fogler & Co LLP since 2005 as a CPA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, utilizing customized portfolios with a combination of internal and third-party management.

John Ransom is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 39 years of industry experience, including over two decades with International Planning Alliance, LLC, and multiple engagements with Guardian Life and Park Avenue Securities. In addition to his advisory role, he is involved in other insurance activities outside of Guardian. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.