Michael Megill is a financial advisor at Summit Financial, LLC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Summit Financial since 2018. Prior to that, he was associated with firms including Purshe Kaplan Sterling Investments, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. In addition to providing financial advice, he offers insurance products through various insurance companies, earning compensation from these sales. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm provides a range of investment advisory, portfolio management, and retirement plan advisory services, operating both discretionary and consultative platforms to accommodate client preferences.

James Maimone is a financial advisor at Summit Financial, LLC with nine years of industry experience. He holds a Series 66 designation and has been with Summit Financial since 2018. In addition to his advisory role, he serves as an adjunct professor at Bergen Community College, teaching a financial fitness course focused on risks retirees face and risk hedging. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate varied client preferences.

Andre Murillo is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Santander Securities LLC, Santander Bank, NA, JPMorgan Chase Bank, and JPMorgan Securities LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base that includes 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 discretionary account management.

Gregory Calderaro is a financial advisor with Garden State Investment Advisory Services, LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior work includes roles at Garden State Securities, Inc., Private Advisor Group, LLC, and LPL Financial, LLC. Outside of advisory work, he has experience in technology systems analysis and design through Progressive Systems and has served as a notary public. 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 discretionary and non-discretionary portfolio management, financial planning, and oversight of third-party portfolio managers using a range of analytical methods and custodial relationships.

Nancy Brzozowski is a financial advisor with Prosperity - An EisnerAmper Company, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Financial Engines Advisors L.L.C., APW Capital, and Stratos Wealth Partners. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, employing both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Maria Tychi Kefalas is a financial advisor at Santander Securities LLC with 34 years of industry experience. She holds Series 63, 65, and 66 licenses. Her career includes roles at Santander Bank, Cetera, People's United Bank, and Investors Bank. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily using third-party discretionary managers within multi-strategy platforms.

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.

Steven Kashubo is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Santander Securities and Santander Bank in various roles since 2013. 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 a range of advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and emphasizing ongoing suitability reviews and compliance oversight.

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.

Cornelius O'Reilly is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds Series 65 and Series 63 licenses and has a background in law, having owned The O'Reilly Law Firm PLLC and worked at LoPresti & O'Reilly LLP. Outside of his advisory role, he is involved in estate planning and trust administration through Summit Estate Planning Group, PLLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 127 advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a variety of asset-allocation strategies and leveraging third-party platforms to provide tailored investment solutions.

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.