Yoel Kaplowitz is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at Able Wealth Management LLC since 2018 and previously held roles at Mid Atlantic Resource Group LLC, Minnesota Life Insurance Company, and Securian Financial Services Inc. He holds a Life & Health insurance license. Able Wealth Management serves individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting. The firm uses an IPS-based, diversified investment approach primarily focused on ETFs and supplements its management with sub-advisors and third-party platforms to deliver customized solutions.

Simcha Goldberg is a financial advisor at Able Wealth Management LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance. Before entering the financial services industry, he spent ten years at Machzikei Hadas Rabbinical College. Able Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs an IPS-based, diversified investment approach primarily using ETFs and supplements in-house management with sub-advisors and third-party platforms.

Albert Silvestri is a financial advisor at Platform Wealth Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Raymond James Financial Services and Sam Investments LLC. In addition to his advisory role, he is a principal and CPA at Hamilton Mercer Advisors, providing accounting and tax services. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes Modern Portfolio Theory and long-term, low-turnover investing, supported by formal affiliations with accounting and consulting practices and a team that includes multiple CPA/PFS credentialed advisers.

Josh Jalinski is a financial advisor with Wealth Quarterback LLC in Toms River, NJ, holding a Series 66 designation and with 20 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. and founded Jalinski Advisory Group, Inc., where he serves as president. Jalinski also hosts a weekly financial radio show called The Financial Quarterback. Wealth Quarterback LLC provides discretionary investment management and financial planning to individuals, charitable organizations, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis with tailored investment programs and offers an aggressive Tactical Managed Strategy alongside oversight of third-party managers.

Martin Saltzman is a financial advisor with Fortitude Advisory Group L.L.C. in Toms River, NJ, holding Series 63 and 66 licenses and bringing 43 years of industry experience. He has worked at Summitalliance Advisors since 2008 and Leigh Baldwin & CO., LLC since 2006. His other business activities include involvement with fixed insurance products. Fortitude Advisory Group L.L.C. offers investment advisory and financial planning services primarily to individual investors and their retirement accounts, as well as employee retirement plans, charitable organizations, and business entities. The firm delivers services through a team approach, tailoring recommendations based on clients’ goals, risk tolerance, and time horizons.

Brandon Bowens is a financial advisor with Wealth Quarterback LLC in Toms River, NJ. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Wealth Quarterback, he worked at Capital Wealth Planning, LLC and spent several years in full-time education at Florida Gulf Coast University. Wealth Quarterback provides discretionary investment management and financial planning services to individuals, charitable organizations, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and quantitative analysis, offering tailored strategies including an aggressive Tactical Managed Strategy that incorporates market timing and leverage.

Sara Hutman is a financial advisor at Able Wealth Management LLC with a Series 65 designation and one year of industry experience. She has worked at Hutman and Hutman LLP, an accounting firm where she serves as Secretary, and previously held positions at Madison Title Agency and Bais Yaakov High School. Able Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and pension consulting. The firm employs an IPS-based, diversified investment approach primarily using ETFs and integrates multiple platform and sub-advisor relationships to deliver customized solutions.

Paul Murphy is a CFP® and CFA® with 13 years of experience in financial advising. He is currently with Wealth Quarterback LLC and has previous experience at American Portfolios Financial Services, Inc. He is also an insurance agent specializing in life, long-term care, and disability insurance through Jalinski Advisory Group. Wealth Quarterback provides discretionary investment management and financial planning services to individuals, charitable organizations, and pension plans. The firm employs a mix of fundamental, technical, and quantitative analysis and offers both conservative and aggressive strategies, including a Tactical Managed Strategy that uses market-timing and leveraged ETFs.

Christopher Meyer is a financial advisor at Wealth Quarterback LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling and American Portfolios Financial Services, Inc. Meyer is also involved with the Jalinski Advisory Group and Meyer Capital Management LLC. Wealth Quarterback LLC provides discretionary investment management and financial planning to individuals, charitable organizations, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and quantitative analysis, and offers strategies including an aggressive Tactical Managed Strategy using market-timing and leveraged ETFs.

Louis Scatigna is a financial advisor with Fortitude Advisory Group L.L.C. in Toms River, NJ, holding a Series 63 designation and 42 years of industry experience. He has worked with Summitalliance Advisors since 2008 and Leigh Baldwin & CO., LLC since 2006. In addition to advising, he hosts a weekly financial and economic radio show called "The Financial Physician" and authored a book of the same name. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individual investors and their retirement accounts, as well as employee retirement plans, charitable organizations, and business entities. The firm delivers personalized recommendations and typically manages accounts on a discretionary basis or through third-party portfolio strategists.

Francis Davis III is a financial advisor at CoreCap Advisors with a Series 65 designation and one year of industry experience. He also serves as President and agent at New Era Financial and has been involved with First Jersey Insurance Agency since 2010. Davis served in the Army National Guard from 2009 to 2021. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

John Oleary is a financial advisor with Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs using mutual funds, ETFs, individual securities, and other instruments, with advice delivered by a network of investment adviser representatives.

George Kastanis is a CFP® with 15 years of industry experience. He is currently with Foundations Investment Advisors LLC and has held prior roles at Sound Income Strategies LLC, Belpointe Insurance, Belpointe Asset Management, Arbor Point Advisors, and Securities America Inc. Outside of his advisory work, Kastanis is involved in Wings for Widows, a nonprofit organization that assists individuals through the transition after losing a spouse. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Durbin Mcdermott is a financial advisor at StoneX Advisors Inc. with 50 years of industry experience. He holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2015. Outside of his advisory role, he is president and one-third member of Partners Financial Group, LLC, where he is involved in co-development, training, recruiting, and business processing. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm uses a combination of independent advisors, proprietary models, and third-party money managers to implement client strategies.

John Hammack is a Certified Financial Planner (CFP®) at Main Street Financial Solutions, LLC with 26 years of industry experience. He previously worked at Bank of America and Merrill for 11 years before joining Main Street Financial Solutions in 2022. Main Street Financial Solutions serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost passively managed ETFs, while also utilizing actively managed funds and alternative investment platforms.

Travis Peter is a financial advisor with Geneos Wealth Management, Inc. in Toms River, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Geneos since 2014 and also operates TZP Retirement Services. In addition to his advisory work, he acts as an independent contractor with various insurance carriers for fixed insurance business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through both traditional and wrap-fee programs.

Adit Sem is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Citizens Securities Inc., Citizens Bank, and Cco Investment Services Corp prior to joining Santander in 2023. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services through a managed-account platform, with investment discretion delegated to third-party managers and ongoing compliance and suitability oversight.

Glenn Blachman is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2025. Prior to joining Summit Financial, he worked for 15 years at Gateway Advisory, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing about $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan advisory services through both discretionary and consultative platforms.

Scott Mclean is a financial advisor at Foundations Investment Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Sound Income Strategies LLC and Belpointe Asset Management, LLC. Outside of his advisory roles, he is co-owner of an equestrian boarding facility and manages tax preparation and fixed insurance services through MCLEAN TAX ADVISORY GROUP LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Chrysta Grampp is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Santander Securities since 2012 and is also associated with Santander Bank, NA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including 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 ongoing compliance oversight.