Jared Savino is a financial advisor at Avantax Planning Partners, Inc. with four years of industry experience. He holds a Series 66 designation and also owns a CPA firm, Jared M Savino CPA PLLC, where he provides tax preparation, bookkeeping, payroll processing, and financial forecasting services for small businesses. His background includes roles at Cetera and multiple Avantax entities. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and provides tax-intelligent strategies, centralized trading, and account reviews, serving approximately 7,500 clients through a network of CPA firms and registered advisors.

Matthew Allain is a financial advisor at Leo Wealth, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked with several affiliated firms, including Olden Lane Securities, Massey Quick Wealth Solutions, and multiple entities within The Leo Group. He serves on the board of directors for Capflow Funding Group Managers, LLC, a role unrelated to investment management. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, providing portfolio management, financial planning, model portfolio management, and fiduciary services. The firm combines ETF-based core and thematic models with systematic single-stock strategies, utilizing a range of internal and third-party tools to manage diversified, risk-tiered portfolios.

Joseph Fields is a financial advisor at Calton & Associates, Inc. in Matawan, NJ, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch Pierce, Fenner & Smith Incorporated, Dworetsky Financial, and Star Wealth Advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and investment approaches tailored to client goals, risk tolerance, and liquidity needs.

Nicole Simpson is a CFP® professional with 32 years of industry experience, currently serving at Vanderbilt Advisory Services. Her prior experience includes 16 years at Next Financial Group Inc. Beyond her advisory role, she is a pastor, motivational speaker, and author who addresses topics such as 9/11 survival, sexual trauma, prison reform, entrepreneurship, and team building. She is also actively involved in community service as the board chair and president of Generation X Community Association, which provides scholarships, financial literacy education, and support to marginalized communities. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental and technical analysis, offering portfolio management and financial planning services integrated with retirement-plan and benefits firms.

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 eight years of industry experience. He holds a Series 66 designation and has been associated with Summit Financial and Purshe Kaplan Sterling Investments since 2018. Outside of his advisory work, he serves as an adjunct professor at Bergen Community College, teaching a financial fitness course focused on risks retirees face and strategies to hedge those risks. 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, including discretionary and consultative services, retirement plan advisory, and access to alternative investments.

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 with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Aegis Capital Corp from 2014 to 2021 before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, pooled vehicles, and charitable and retirement-plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and provides a range of advisory and brokerage products, including separately managed accounts and third-party manager programs.

David Barr is a financial advisor with Invst, LLC, holding Series 63, 65, and 66 licenses. He has experience dating back to 2006, including 17 years at Guardian Life and three years at Invst, LLC. Outside of his advisory role, he works part-time as a licensed mortgage broker and real estate agent. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm manages approximately $1.565 billion in assets and employs a multidisciplinary investment approach that combines fundamental, technical, and cyclical analysis.

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 at A.G.P. / Alliance Global Partners with 14 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Nicolaus & Co Inc and Edward Jones. Outside of his advisory role, he serves as Vice President of a local networking group, Business by the Bay. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and plan sponsors, providing portfolio management, financial planning, and investment banking services. The firm emphasizes international investing through its EPC Advisors Group and maintains active brokerage and product-distribution activities beyond standard advisory services.

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 63 and Series 65 licenses and has a legal background, having worked at The O'Reilly Law Firm PLLC and LoPresti & O'Reilly LLP. Outside of advising, he owns Summit Estate Planning Group, PLLC, a law firm focused on estate planning and trust administration. Integrity Advisory Solutions serves individual, high-net-worth, trust, estate, and business clients through a network of approximately 100 independent advisors managing around $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and uses various analytical and asset-allocation strategies supported by multiple third-party platforms.

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.