James Madigan Jr. is a financial advisor with Regal Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Since 2009, he has worked at Wells Fargo Advisors LLC. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, utilizing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Francis Davis III is a financial advisor at CoreCap Advisors with a Series 65 designation and one year of industry experience. He also serves as President and agent at New Era Financial and has been involved with First Jersey Insurance Agency since 2010. Davis served in the Army National Guard from 2009 to 2021. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

John Oleary is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes previous roles at Wells Fargo Advisors LLC and RBC Capital Markets. He has been with Capitol Securities Management since 2017. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, providing advisory services through discretionary and non-discretionary programs, separately managed accounts, and third-party Money Managers.

Christopher Matseur is a financial advisor with Stonex Advisors Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Stonex Advisors Inc. since 2015 and previously at Wrp Investments, Inc. Among his other roles, he serves as Treasurer for the Brick Township District Fire Commissioner and the Herbertsville Fire Company, and he also performs wedding ceremonies as an independent officiant. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house private client group. The firm employs various account structures and model-based solutions, leveraging platforms such as Envestnet and Advyzon to implement strategies and provide tax-aware services.

Durbin McDermott is a financial advisor with StoneX Advisors Inc. in Mantoloking, NJ, holding Series 63 and Series 66 credentials and over 51 years of industry experience. He has been with StoneX Advisors since 2015 and has prior experience at StoneX Securities Inc., WRP Investments, Inc., Saxony Capital Management, LLC, and World Investments, LLC. Outside of his advisory role, he is president and a one-third member of Partners Financial Group, LLC, where he is involved in codevelopment, training, recruiting, and business processing. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and other related services through a combination of independent advisors and an in-house Private Client Group. The firm implements strategies using a variety of proprietary models and third-party money managers, supported by multiple platforms and offering flexible account structures and investment restrictions.

John Hammack is a Certified Financial Planner (CFP®) at Main Street Financial Solutions, LLC with 26 years of industry experience. He previously worked at Bank of America and Merrill for 11 years before joining Main Street Financial Solutions in 2022. Main Street Financial Solutions serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost passively managed ETFs, while also utilizing actively managed funds and alternative investment platforms.

Travis Peter is a financial advisor with Geneos Wealth Management, Inc. in Toms River, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Geneos since 2014 and also operates TZP Retirement Services. In addition to his advisory work, he acts as an independent contractor with various insurance carriers for fixed insurance business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through both traditional and wrap-fee programs.

Adit Sem is a financial advisor with Santander Securities LLC in Toms River, NJ, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Citizens Securities Inc., Citizens Bank, and Cco Investment Services Corp. 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 provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Glenn Blachman is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2025. Prior to joining Summit Financial, he worked for 15 years at Gateway Advisory, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing about $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory, portfolio management, and retirement plan advisory services through both discretionary and consultative platforms.

Chrysta Grampp is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Santander Securities since 2012 and is also associated with Santander Bank, NA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including 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 ongoing compliance oversight.

George Gotthold Jr. is a CFP® professional with 21 years of industry experience, currently serving at Advisory Services Network. His prior roles include positions at Park Piedmont Advisors LLC and Ciccone, Gotthold & Koseff, PC. He also manages an accounting and tax practice through George J Gotthold, Jr., CPA, PC. Advisory Services Network is an independent firm serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of over 200 advisors managing approximately $8.6 billion in client assets.

Lynette Lisiewski is a financial advisor with B. Riley Wealth Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney and National Securities Corp. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services.

Paul Costadina is a financial advisor with Vanderbilt Advisory Services in Forked River, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at LPL Financial and Grove Point Advisor, LLC, alongside over two decades with Two River Mortgage & Investment, Inc. He also operates a mortgage and real estate services business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and integrates retirement-plan and benefits consulting with advisory services through relationships with specialized third parties.

Thomas Bahmer III is a financial advisor with StoneX Advisors Inc. holding Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining StoneX Advisors, he was associated with New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory role, he works as a financial consultant with Partners Financial Group and is an insurance agent at Excalibur Brokerage Agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm combines independent financial advisors and an in-house Private Client Group with multi-manager and model-based investment strategies.

Christine La Valle is a financial advisor at Santander Securities LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Santander in various capacities since 2007. 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, goal-based financial planning, and access to securities-based lending and insurance products.

William Ippolito is a financial advisor at Alexander Capital Wealth Management LLC with three years of industry experience. Prior to joining the firm, he worked at Ameriprise and MassMutual. Outside of his advisory role, he owns and operates a private detective agency that conducts investigations and employee background checks. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients as well as institutional clients, providing investment advisory and capital markets services. The firm employs a top-down, asset-allocation approach combining proprietary technical analysis and fundamental review, utilizing discretionary management, sub-advisers, and model portfolios.

Joseph Merkle is a financial advisor at NorthCoast Asset Management LLC with 12 years of industry experience. He holds the Series 65 designation and has worked at Kovitz Investment Group Partners, LLC, Connectus Wealth, and NorthCoast Asset Management. Outside of his advisory role, he is a partner in Arthur & Associates, LLC, a real estate business focused on identifying and funding investment opportunities. NorthCoast Asset Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively driven, systematic investment approach and offers a range of strategies including equity, fixed income, options overlays, and alternative interval funds.

Edward Grampp Jr. is a financial advisor at Santander Securities LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2010. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Christopher Roth is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Barnegat, NJ. He holds the Series 63 designation and has 37 years of industry experience, including 28 years with Equity Services. In addition to his advisory role, he works as an insurance agent selling life, disability, and health insurance. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Sean Monahan is a CFP® professional with over 23 years of experience in the financial industry. He is affiliated with Commonwealth Financial Network and has been involved with Financial Alternatives, Inc. since 2009. Monahan serves as president and owner of Financial Alternatives, LLC, and acts as a FINRA arbitrator. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, compliance, and practice-management support to affiliated advisors.