Salvatore Picciallo is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities and LPL Financial, and he operates a separate business focused on fixed annuities and fixed insurance. Strategic Blueprint, LLC serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized, goal-based investment strategies through a network of independent advisors. The firm provides various portfolio management options, financial planning, and a subscription advisory program that emphasizes ongoing client education and fee transparency.

Joseph Amato is a financial advisor at Alexander Capital Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital since 2013, following a three-year tenure at Network 1 Financial Securities, Inc. Outside of his advisory role, he is involved in several business ventures including management roles in holding companies and partnerships. Alexander Capital Wealth Management LLC provides portfolio management services primarily to individual and high-net-worth clients through discretionary and non-discretionary accounts, often via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and offers both long- and short-term trading strategies.

Roman Moldavsky is a financial advisor at Fortis Capital Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms including Purshe Kaplan Sterling Investments, Mass Mutual Investors Services, and Metlife Securities. Moldavsky has also been associated with multiple Fortis-affiliated entities throughout his career. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice through various investment strategies, including ESG options, and manages discretionary portfolios totaling $1.615 billion in assets as of the end of 2025.

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.

Marc Harary is a Series 66-licensed advisor with 24 years of industry experience. He has worked at IHT Wealth Management since 2020 and previously held roles at Private Advisor Group, LPL Financial, Harary Financial Group, and PRB Wealth Management. Harary is also involved with Harary Financial Group and PRB Wealth Management, both affiliated with LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers through a network of investment adviser representatives using a combination of fundamental and quantitative investment strategies.

Brian Hanna is a financial advisor with Garden State Investment Advisory Services, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Fortis Capital Advisors, LLC, Garden State Securities, Inc., and Guardian Life Insurance Company. Outside of financial advising, he is involved in a family chemical sales business. 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 manages approximately $674 million in client assets and provides discretionary portfolio management using a combination of fundamental, technical, and third-party research within a multi-advisor team structure.

Michael Sherman is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 66 licenses and 27 years of industry experience. He has been with Mutual of Omaha since 2010 and previously worked at Pathmark. Outside of his advisory work, he serves as a volunteer board member for his condominium homeowners association. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions through platform relationships and third-party managers, serving a range of client types including non-high-net-worth and high-net-worth individuals.

John Zara is a financial advisor at Garden State Investment Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Garden State Securities 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, employing a range of analytical methods and third-party research to implement client strategies.

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.

Michael Kuczinski is a CFP® and ChFC® with 33 years of experience in the financial industry. He is currently affiliated with Garden State Investment Advisory Services, LLC and has held roles at H. Beck, Inc. since 2015 and Mtk Financial Group II, Inc. since 2013. Outside of his advisory work, he serves as a Committeeman and Deputy Mayor for Millstone Township and is involved in fitness and nutrition ventures through R&M Ventures, LLC. 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 employs a multi-advisor team approach, offering discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a range of analytical methods alongside third-party research.

Garry Bale is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 18 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2015. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division, combining macro themes with security selection in long-term strategies.

Jason Zwibel is a financial advisor with Garden State Investment Advisory Services, LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with the affiliated broker-dealer, Garden State Securities, Inc., since 2010. Zwibel is also involved in charitable activities through The Zwibel Foundation, which distributes funds to local families in need. 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, cyclical, and charting analysis alongside third-party research.

David Chepauskas is a CFP® with 36 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously worked at Purshe Kaplan Sterling Investments and held long tenures at Summit Financial Resources, Inc. and Summit Equities, Inc. He is also a managing member of DRC NJ, LLC, an advisory business based in Red Bank, NJ. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments through various portfolio programs and third-party platforms.

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.

Danielle D'Angiolillo is a CFP® with 25 years of industry experience, currently serving at Prosperity Capital Advisors. She previously worked at Bank of America and Merrill for eight years and has held roles at McManus & Associates and other firms. In addition to her advisory work, she is a licensed insurance agent and registered representative, engaging in insurance and securities sales. Prosperity Capital Advisors is an SEC‑registered enterprise adviser providing financial planning, consulting, and discretionary investment management for individual and high-net-worth clients, corporations, trustees, retirement plans, and broker/dealer customers. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing a combination of core and specialized models alongside advisor-directed portfolios and third-party sub-advisors.

Ayman Ezzat is a financial advisor at Main Street Financial Solutions, LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Main Street Financial Solutions in 2018, he worked at Bank of America and Merrill from 2011 to 2018. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach with a focus on low-cost passive ETFs, actively managed funds, and individualized portfolio strategies, while also providing ERISA fiduciary consulting and using institutional and advisor-facing platforms.

Todd Scorzafava is a CERTIFIED FINANCIAL PLANNER™ professional at Wealthcare Advisory Partners LLC with 26 years of industry experience. He has held positions at LPL Financial and Greenberg & Rapp Financial Group. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework that integrates behavioral economics and proprietary quantitative measures to construct diversified, long-term portfolios.

Michael Clementi is a financial advisor at B. Riley Wealth Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vfinance since 2003. Since 2022, he has been affiliated with B. Riley Wealth Management and joined B. Riley Wealth Advisors in 2024. B. Riley Wealth Advisors is an SEC-registered firm managing approximately $7.03 billion in assets and serving over 16,800 clients. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charities, corporations, and retirement plans.

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.