Jay Ahlbeck is a financial advisor at Mariner Independent with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Mariner Independent and Kinney Munro Wealth Advisors in 2024, he worked at Planning Capital Management Corp. for 19 years. Outside of his advisory work, he oversees a hobby farm that produces hay, wood, and maple syrup. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services supported by institutional resources and affiliated investment relationships.

Kevin Deutsch is a financial advisor at International Assets Investment Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s independent adviser representatives deliver customized, long-term portfolio strategies using mutual funds, ETFs, individual equities, and fixed income, with additional access to third-party managers and financial planning services.

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.

Kevin Albrecht is a financial advisor at Novem Group with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including LPL Financial, Cetera, and The Provident Bank. In addition to his advisory role, he maintains a part-time insurance agent activity. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis to manage portfolios across a range of asset classes, offering both wrap and non-wrap management arrangements.

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.

Jennifer Hoffman is a financial advisor with Gladstone Wealth Partners and holds a Series 66 designation. She has 16 years of industry experience, including prior roles at Morgan Stanley and PNC Investments. Hoffman also provides investment advisory services through Gladstone Institutional Advisory LLC, an independent registered investment advisor. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a team of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a variety of investment approaches tailored at the representative level.

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.

Mark Swingle is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2024. His prior roles include positions at Prospect Capital Services, Inc., Kestra Financial Services, Inc., and Massachusetts Mutual Life Insurance Company. Swingle serves on the board of directors for the Westfield Area YMCA, where he chairs both the Property and Investment Committees. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services and utilizes a long-term, diversified investment approach supported by an internal Investment Management team and customized portfolio options.

Joseph Amato is a financial advisor with Alexander Capital Wealth Management LLC in Staten Island, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Alexander Capital and its affiliated entities since 2012 and previously worked at Gunnallen Financial, Inc. and Network 1 Financial Securities, Inc. Outside of his advisory role, he is involved in various holding companies and partnerships unrelated to investment advisory services. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients as well as certain institutional clients, offering investment advisory and capital markets/M&A advisory services. The firm employs a combination of proprietary technical analysis and fundamental review to implement discretionary management strategies through multiple advisory teams and third-party platforms.

Yun Ze Feng is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. Prior to joining Santander in 2022, he worked at Key Investment Services and MUFG Union Bank. Feng is also the Chief Operating Officer and co-owner of Finwise Tech, LLC, a firm focused on developing a digital platform to streamline referrals. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to various financial products. The firm delivers investment management primarily through the FMAX wrap-fee platform, leveraging third-party discretionary managers and maintaining an affiliated banking relationship.

Marcel Hillary Smith is a financial advisor at Santander Securities LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander Securities and its affiliated firms since 2012. Outside of his advisory role, he owns a rental property in Rahway, NJ. 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, using a managed-account platform with third-party investment managers and discretionary account management.

Francis Milo is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Latitude Advisors and GWN Securities since 2010 and also operates the Frank G. Milo Insurance Agency, where he offers a range of individual and group insurance products. Latitude Advisors serves both individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of internally managed valuation and momentum models along with third-party strategies to manage client portfolios, typically on a discretionary basis.

Garry Bale is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2015 and previously at Chase Investment Services Corp. in 2010. 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 about $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial and retirement planning, and brokerage and insurance products through an open-architecture model that emphasizes international equity strategies, co- and sub-advisory relationships, and both discretionary and non-discretionary mandates.

Joseph Napolitano is a financial advisor at Gladstone Wealth Partners with 19 years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, National Securities Corp, and First Standard Financial Co. Napolitano is also involved with Gladstone Institutional Advisory, providing investment advisory services through Gladstone Wealth Group. 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 wrap programs and third-party manager/TAMP solutions.

Robert Bucher is a financial advisor at Silvercrest Asset Management Group LLC with 23 years of industry experience. He has been with Silvercrest since 2015 and holds the Series 63 designation. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies alongside outsourced CIO, due diligence, and quantitative risk analytics, tailoring portfolios to individual client objectives.

Timothy Checko is a financial advisor at Realta Investment Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Merrill and LPL Financial LLC. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and implements strategies using diversified asset allocation, operating the NOVA platform and various third-party manager programs.

Keith Behrmann is a financial advisor with Vicus Capital, Inc. in Bridgewater, NJ, holding the CFP®, CFA®, ChFC®, and Series 63 designations, and has nine years of industry experience. His prior roles include positions at AM Best Company and Cetera Wealth Services. Outside of financial services, he is a PADI-certified scuba instructor leading recreational diving programs. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various strategies, including core-satellite, momentum, fixed income tacticals, ESG, and faith-based allocations, while placing a particular emphasis on retirement plan consulting and fiduciary services.

Patrick Rogers is a Senior Relationship Manager at Prosperity - An EisnerAmper Company with 14 years of industry experience. He has held roles at firms including Dai Securities, APW Capital, and Scottrade. His current work focuses on client relationship management and wealth advisory services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan advisory. The firm manages approximately $5 billion in client assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management strategies.

Amul Sant is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Santander Securities and Santander Bank since 2012. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs, financial planning, and securities-based lending, delivering investment advice through the FMAX managed-account platform with discretionary management and ongoing suitability reviews.