David Vezina is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Sequent Planning in 2023, he worked at Tfs Securities Inc and Tfs Insurance Agency from 2018 to 2023, and also serves as an annuity manager at 1st Jersey Insurance Agency. He has a background that includes serving Medicare clients through his insurance agency role. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Joseph Palermo is a financial advisor with Chelsea Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. His prior work includes roles at Crestline Investors and Alta Park Capital, as well as positions in education at Penn State University and Poly Prep Country Day School. He is also involved in insurance sales through the Palermo Insurance Agency. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm typically manages diversified portfolios on a discretionary basis with a fundamental, long-term approach and integrates its advisory services with an affiliated broker-dealer and custody platform.

Daniel Cavise is a financial advisor with Gladstone Wealth Partners in Red Bank, NJ, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2016. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with a notable emphasis on integrating retirement-plan services and institutional manager relationships.

Jeffrey Wright Sr. is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Garden State Securities, Inc. 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, utilizing fundamental, technical, and third-party research in their investment approach.

Donald Madigan is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Rockwell Global Capital, LLC since 2011. Outside of his advisory role, he is involved with Metro One Security Company as a security guard. 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, and third-party research to implement client strategies.

Gregory Shulman is a CFP® and ChFC® with 32 years of experience in the financial services industry. He currently serves as a financial advisor at Prosperity Capital Advisors and has previously worked at firms including Atlas Advisory Group and M Holdings Securities, Inc. Outside of his advisory work, he is actively involved in his community as an elder and president of the board at Manasquan Presbyterian Church, where he also chairs the finance committee. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, 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.

Andrew Guez is a financial advisor at Invst, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Tomoro LLC. Andrew's background includes an extended period as a student prior to entering the advisory field. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets with a team of 34 advisors and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Michael Palace is a financial advisor with Gladstone Wealth Partners in Red Bank, NJ, holding a Series 63 designation and 36 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2015. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to a range of investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Michael Buonacquista Jr. is a financial advisor at Garden State Investment Advisory Services, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked with Garden State Securities, Inc. since 1998. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities through a multi-advisor team. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a range of analytical approaches and third-party research.

Michael Azzato is a financial advisor at Garden State Investment Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allstate Insurance Co. in addition to his current role. Outside of his advisory work, he is involved in insurance sales and marketing, including a partnership at Penn Global Marketing. 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 serves a mix of retail and small-to-mid institutional clients through a multi-advisor team offering discretionary portfolio management based on client risk profiles and goals.

Jeffrey Dattolo is a financial advisor with Prosperity Capital Advisors in Red Bank, NJ, holding CFP® and ChFC® designations and over 36 years of industry experience. He previously worked at Madison & Main Advisors LLC and M Holdings Securities Inc., among other firms. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other financial professionals. The firm utilizes model-based, asset-allocation strategies with ongoing portfolio supervision, offering services including discretionary investment management, consulting, and financial planning.

Matthew Nugent is a CFP® professional with 19 years of experience in the financial services industry. He has been with Chelsea Advisory Services, Inc. for 10 years and holds Series 63 and Series 65 registrations. Outside of his advisory role, Nugent is involved in fixed life insurance and fixed annuity sales through the Palermo Insurance Agency. Chelsea Advisory Services, Inc. provides financial planning, investment advisory, and consulting services to individuals, trusts, and corporate entities. The firm emphasizes a fundamental, long-term investment approach with discretionary portfolio management, focusing on diversified holdings across equities, fixed income, mutual funds, and ETFs.

Giancarlo Capodanno is a financial advisor with Prosperity Capital Advisors in Red Bank, NJ, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., TD Ameritrade, and The Investment Center Inc. Outside of his advisory work, he volunteers as a speaker for the American Financial Educational Alliance, conducting seminars to promote financial literacy. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers services such as turnkey asset management programs, separately managed accounts, and retirement plan solutions.

Robert Desalvo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Santander-affiliated firms since 2010, including over a decade at Santander Securities LLC. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily serving individuals, ERISA and IRA accounts, and institutional entities.

Stephen Kaufman is a financial advisor at Vanderbilt Advisory Services with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vanderbilt since 2016. Kaufman is also the founder and president of Quality Financial Concepts, Inc., where he has provided investment-related and tax preparation services since 2005. Vanderbilt Advisory Services serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary and third-party model portfolios, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods.

Scott Bresky is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. His prior firms include SCF Investment Advisors, Concorde Asset Management, and Chelsea Financial Services. Outside of advising, he is involved in commercial real estate sales as a licensed associate and works with small business owners to identify savings and growth opportunities through his consulting activities. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, high-net-worth clients, trusts, and some corporate entities. The firm emphasizes a fundamental, long-term investment approach with diversified portfolios and discretionary management, while integrating advisory services with an affiliated broker-dealer and custody platform.

Anthony Joslin is a CFP® professional with 33 years of industry experience, currently serving at Garden State Investment Advisory Services, LLC since 2014. He holds Series 63 and Series 65 licenses and has worked extensively in life insurance, including whole life and term insurance products with several providers. Garden State Investment Advisory Services, LLC offers personalized investment advisory services to individuals, high net worth clients, trusts, estates, and business entities through a multi-advisor team. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a range of analytical methods and third-party research to implement client strategies.

Edward Hoffman is an investment advisor representative at Perigon Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has prior roles at Vanderbilt Securities, LLC, Triad Advisors, Inc., and Gitterman Wealth Management. Hoffman is also involved in insurance services, designing insurance policies and annuity products through licensed agencies. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and serves as sponsor and overseer of wrap and sub-advisor programs.

Matthew Santarsiero is a CFP® with nine years of experience in the financial industry. He currently works at Invst, LLC and previously spent seven years at LPL Financial, LLC. He is also involved with Tomoro LLC. Invst, LLC offers financial planning, investment management, and retirement plan consulting services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Mary Holevinski is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. She has been with Madison Avenue Securities since 2011 and has operated Holevinski Financial Services since 1973. Outside of advisory work, she is a board member of the North Central Jersey National Association of Insurance and Financial Advisors and works as a licensed real estate agent. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, pension consulting, and college-savings services through multiple account platforms and programs.