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.

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.

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.

George Gotthold Jr. is a CFP® professional with 21 years of industry experience, currently serving at Advisory Services Network. His prior roles include positions at Park Piedmont Advisors LLC and Ciccone, Gotthold & Koseff, PC. He also manages an accounting and tax practice through George J Gotthold, Jr., CPA, PC. Advisory Services Network is an independent firm serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of over 200 advisors managing approximately $8.6 billion in client assets.

Lynette Lisiewski is a financial advisor with B. Riley Wealth Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney and National Securities Corp. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services.

Collin Turner is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and beginning his advisory career in 2026. His prior work experience includes roles at Mclean Advisory Group, Planning Alliance, and Saker Shoprite, as well as positions in educational institutions such as the University of Hartford and Brookdale Community College. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing a network of affiliated offices and a range of investment products.

Joseph Merkle is a financial advisor at NorthCoast Asset Management LLC with 12 years of industry experience. He holds the Series 65 designation and has worked at Kovitz Investment Group Partners, LLC, Connectus Wealth, and NorthCoast Asset Management. Outside of his advisory role, he is a partner in Arthur & Associates, LLC, a real estate business focused on identifying and funding investment opportunities. NorthCoast Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively driven, systematic investment approach and offers a range of strategies including equity, fixed income, options overlays, and alternative interval funds.

Christopher Roth is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Barnegat, NJ. He holds the Series 63 designation and has 37 years of industry experience, including 28 years with Equity Services. In addition to his advisory role, he works as an insurance agent selling life, disability, and health insurance. Equity Services, Inc. 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 utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Sean Monahan is a CFP® professional with over 23 years of experience in the financial industry. He is affiliated with Commonwealth Financial Network and has been involved with Financial Alternatives, Inc. since 2009. Monahan serves as president and owner of Financial Alternatives, LLC, and acts as a FINRA arbitrator. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, compliance, and practice-management support to affiliated advisors.

Michael Ferrone is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes positions at Park Avenue Securities and Guardian Life Insurance Company, where he has been licensed since 1988. Ferrone is also licensed to sell insurance products outside of Guardian. Park Avenue Securities serves a broad retail client base with a mix of brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting.