Brian Cody is a CFP® professional with 25 years of experience in the financial services industry. He is affiliated with LPL Financial and has held roles at several firms, including Wealthcare Advisory Partners LLC, Private Advisor Group, and Carson Wealth Management Group. In addition to his advisory work, Cody volunteers as a VITA Advanced Tax Preparer with United Way. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

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 the Series 63, Series 66, and Series 65 licenses. Her prior work includes roles at Cetera, Investors Bank, LPL Financial, and HSBC Securities (USA) Inc. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across around 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Joseph Mangano is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and Essex National Securities, LLC. Outside of finance, he owns Expose Your Media Inc., an advertising business focused on scriptwriting and film production. 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 via wrap-fee programs, and access to securities-based lending and insurance products, primarily serving retail investors through multiple managed account strategies implemented by third-party managers.

Craig Margolies is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Aegis Capital Corp and Garden State Investment Advisory Services, LLC. He is based in Holmdel, NJ. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and utilizes a variety of investment strategies with a notable focus on international investing.

John Feeney is a financial advisor at Capital Analysts with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Lincoln Investment Planning, Axa Advisors, and Valic Financial Advisors. Additionally, he serves as a Group Relationship Manager at Bergin Agency, focusing on employer-sponsored retirement plans. Capital Analysts serves both retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and an in-house Investment Management & Research team.

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.

Jerry Aroneo is a financial advisor with Wealthcare Advisory Partners LLC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Wealthcare in 2024, he spent seven years at CITIGROUP. Aroneo is also involved in insurance sales on a limited basis. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach utilizing patented software and behavioral economics frameworks, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Rodger Thomas is a financial advisor with Nfsg Corporation in Roselle Park, NJ, holding Series 65 and Series 66 designations and 26 years of industry experience. His prior work includes roles at NewBridge Securities Corporation, Kovack Advisors, SCF Investment Advisors, National Securities Corp, and Ameriprise. Outside of his advisory work, he serves as volunteer president of Roselle Park Hometown Heroes and volunteer treasurer for Boy Scout Troop 58 in Roselle Park, and he has held trustee and lay servant positions at the Roselle Park Community United Methodist Church. Nfsg Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary asset management, model portfolios, and third-party asset manager selection, utilizing a variety of investment styles and internal resources to support its advisors.

Alex Boatman is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones and Stifel Nicolaus & Co Inc before joining A.G.P. in 2021. Outside of his advisory role, he serves as Vice President of Membership Review for Business by the Bay, a networking group. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional investors through a multi-team platform. The firm offers a range of discretionary and non-discretionary portfolio management services, emphasizing international investing and managing pooled vehicles alongside brokerage and financial product distribution.

Terry Brodt Jr. is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Garden State Investment Advisory Services and its affiliated broker-dealer since 2010, with prior roles at Invest Financial Corporation, First Montauk Securities Corp., LPL Financial, and Prudential Equity Group. Brodt also holds a real estate license, though he is not currently active in that area. Garden State Investment Advisory Services provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages discretionary portfolios based on client risk profiles using fundamental, technical, and third-party research, with approximately $674 million in client assets under management across a multi-advisor team.

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.

Pablo Benavides Palma is a financial advisor at Santander Securities LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities since 2022, with prior experience at Santander Bank, NA. Santander Securities LLC provides investment advisory services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and delivers investment advice through a managed-account platform featuring third-party investment managers and discretionary account management.

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 worked previously at Brokers International Financial Services and Summit Estate Planning Group. Outside of his advisory role, O'Reilly owns and operates a law firm specializing in estate planning and trust administration. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a variety of investment models and 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.

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.

Jack Casey is a financial advisor at Pinnacle Associates, Ltd. He holds a Series 65 designation and joined the firm in 2024. Prior to his current role, he spent five years at Providence College. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning to individuals, families, trusts, endowments, foundations, pension and profit-sharing plans, and other institutional clients. Founded in 1984, the firm manages approximately $9.9 billion in discretionary assets and employs a fundamental, bottom-up investment approach across a range of equity strategies, tailoring allocations to client objectives and offering socially responsible overlays on request.

Joseph Petracca is a financial advisor at Santander Securities LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities, Santander Bank, Bank of America, and Merrill. Santander Securities LLC provides investment advisory and related services to a broad mix of clients, including individual investors, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with oversight and reporting supported by its clearing custodian.

Eric Mangold is a financial advisor at Summit Financial, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Minnesota Life Insurance Co, Securian Financial Services Inc, Allied Wealth Partners, and First Allied Advisory Services. Outside of his advisory role, he volunteers with the Leukemia and Lymphoma Society. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers investment advisory and portfolio management services through both discretionary and consultative platforms, alongside financial planning and retirement plan advisory.