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.

David Barr is a financial advisor at Invst, LLC with over 17 years of experience in the financial services industry, including a long tenure at Guardian Life. He holds Series 63, 65, and 66 licenses. Outside of advising, he maintains licensed mortgage broker and real estate agent roles, working occasionally with Red Oak Mortgage LLC and Keller Williams Suburban Realty. Invst, LLC provides comprehensive financial planning and investment management services to individual clients, pension plans, and profit-sharing plans. The firm manages approximately $1.565 billion in assets through a team of 33 advisors, using a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

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.

Michael Karlin is a financial advisor with Invst, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting services to individual and institutional clients. The firm employs fundamental, technical, and cyclical analysis to construct diversified portfolios and serves over 2,000 clients with approximately $1.565 billion in assets under management.

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.

Peter Savva is a financial advisor at Leo Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked in disclosure monitoring at Olden Lane Securities, LLC. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients by offering portfolio management, financial planning, model portfolio management, fiduciary services, and consulting. The firm employs ETF-based core and thematic models alongside systematic single-stock strategies and utilizes a combination of internal and third-party resources to construct diversified, risk-tiered allocations.

Max Mintz is a financial advisor at Vanderbilt Advisory Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017, following a year at Sagepoint Financial, Inc. Mintz has served as a consultant providing expert guidance on the Independent Broker/Dealer space and is an independent life insurance agent. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services, utilizing a strategic asset allocation approach combined with fundamental, technical, and charting analysis. Vanderbilt’s integration with retirement-plan and benefits firms, along with its affiliated broker-dealer and multiple platform options, distinguishes it within the enterprise advisory sector.

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.

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.

Joseph Petracca is a financial advisor at Santander Securities LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities, Santander Bank, Bank of America, and Merrill. Santander Securities LLC provides investment advisory and related services to a broad mix of clients, including individual investors, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with oversight and reporting supported by its clearing custodian.

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.

Nicholas Rizzieri is a financial advisor with Santander Securities LLC in Manalapan, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities LLC, and New Beach International LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and provides investment advisory services, portfolio management, and financial planning through various wrap-fee programs and third-party investment managers.

Stephen Tomkins is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 credentials and 37 years of industry experience. He previously worked at Oppenheimer & Co. Inc and Janney Montgomery Scott, each for ten years. Outside of his advisory role, he umpires and refers baseball and football games for the New Jersey State Interscholastic Athletic Association. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies, co-advisory relationships, and separately managed accounts, offering a range of portfolio management and financial planning services.

Nilos Sakellariou is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and 65 designations and bringing 35 years of industry experience. His prior roles include positions at Merrill and Glen Eagle Wealth, as well as long tenure with Arete Wealth Management and Arete Wealth Advisors. He is also a licensed insurance agent providing fixed life and long-term care insurance advice and sales. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach that combines internal strategies with sub-advisory relationships and offers a range of services including portfolio management, financial planning, and brokerage and insurance products.

Tatiana Sunik is a CFP® professional with 18 years of experience in the financial services industry. She currently works at Forum Financial Management, LP and is also the founder of Hera Financial LLC, where she provides financial planning with a focus on guiding clients through life transitions such as divorce. Her previous roles include tenure at Mariner Wealth Advisors and Klingman and Associates. Forum Financial Management, LP serves individuals, retirement plan sponsors, charitable organizations, and institutional clients by offering portfolio management, financial planning, and retirement-plan advisory services. The firm is notable for its model asset-allocation portfolios based on Modern Portfolio Theory and its turnkey asset-management platform that supports numerous RIAs with back-office and trading services.

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.