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.

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 CFP® and ChFC® with 37 years of industry experience, currently serving at Prosperity Capital Advisors. He has held roles at multiple firms, including Madison & Main Advisors LLC and Atlas Advisory Group, LLC. Prosperity Capital Advisors is an SEC-registered adviser offering financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and utilizes a variety of investment platforms and third-party sub-advisors.

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.

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.

Mary Holevinski is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. She has been with Madison Avenue Securities since 2011 and has owned Holevinski Financial Services since 1973. Outside of advisory work, she serves as a board member for the North Central Jersey National Association of Insurance and Financial Advisors and works as an independent realtor associate. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting and services for charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through various models and third-party managers.

Sean Tudor is a financial advisor at Garden State Investment Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Barings LLC and Citco Fund Services. Tudor’s current role includes advisory responsibilities at Garden State Securities, Inc. 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 employs a multi-advisor team to deliver discretionary portfolio management aligned with client risk profiles and goals.

Kenny Avenil is a financial advisor at Latitude Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own CPA firm for 25 years. His background includes roles at GWN Securities Inc and consulting for small businesses on managerial and cost-saving matters. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage portfolios, primarily on a discretionary basis.

Thomas Morelli is a financial advisor at Santander Securities LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Santander Securities and Santander Bank since 2014. 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 through a managed-account platform that uses third-party investment managers and centralized implementation and compliance oversight.

Anthony Romano is a financial advisor with A.G.P. / Alliance Global Partners in Holmdel, NJ, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at Aegis Capital Corp for six years before joining A.G.P. in 2021. Outside of his advisory role, Romano is involved as a co-owner in a detox and inpatient addiction recovery business and holds partnerships in consulting and trucking companies. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory services, and brokerage and insurance product sales, utilizing an open-architecture investment approach that combines internal strategies with co- and sub-advisory relationships across discretionary and non-discretionary mandates.

David Buckwald is a CFP® professional with 37 years of experience in the financial services industry. He is currently an advisor at Prosperity Capital Advisors and has held roles at M Holdings Securities Inc. and Atlas Advisory Group, LLC. Buckwald serves on the Board of Directors for M Financial and participates in strategic consultations. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and a range of mutual funds, ETFs, and alternative solutions.

Sean Olsen is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been associated with Garden State Securities, Inc. since 2008. 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 blend of fundamental, technical, cyclical, and charting analysis alongside third-party research.

Timothy Piacentini is a CFA® charterholder with 13 years of industry experience, currently serving at Pinnacle Associates, Ltd. since 2002. He holds a Series 63 license and is based in Holmdel, NJ. Pinnacle Associates, Ltd. is an investment management firm that serves individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs a fundamental, bottom-up investment approach with a valuation-sensitive, long-term focus and offers tailored equity and balanced strategies alongside fixed income and option overlays for non-institutional clients.