Paul Murphy is a CFP® and CFA® with 13 years of experience in financial advising. He is currently with Wealth Quarterback LLC and has previous experience at American Portfolios Financial Services, Inc. He is also an insurance agent specializing in life, long-term care, and disability insurance through Jalinski Advisory Group. Wealth Quarterback provides discretionary investment management and financial planning services to individuals, charitable organizations, and pension plans. The firm employs a mix of fundamental, technical, and quantitative analysis and offers both conservative and aggressive strategies, including a Tactical Managed Strategy that uses market-timing and leveraged ETFs.

Michael Hart is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Advice Only, PBC and previously worked at Brookstone Capital Management, Franklin Retirement Solutions, TFG Wealth Management, and TD Bank. Advice Only, PBC provides financial planning services to individuals, high-net-worth clients, and businesses without managing client investment accounts or accepting custody of client funds. The firm emphasizes tailored advice delivered on a fixed or hourly-fee basis, generally recommending passive investments through index mutual funds and ETFs.

Christopher Meyer is a financial advisor at Wealth Quarterback LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling and American Portfolios Financial Services, Inc. Meyer is also involved with the Jalinski Advisory Group and Meyer Capital Management LLC. Wealth Quarterback LLC provides discretionary investment management and financial planning to individuals, charitable organizations, and pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and quantitative analysis, and offers strategies including an aggressive Tactical Managed Strategy using market-timing and leveraged ETFs.

Louis Scatigna is a financial advisor with Fortitude Advisory Group L.L.C. in Toms River, NJ, holding a Series 63 designation and 42 years of industry experience. He has worked with Summitalliance Advisors since 2008 and Leigh Baldwin & CO., LLC since 2006. In addition to advising, he hosts a weekly financial and economic radio show called "The Financial Physician" and authored a book of the same name. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individual investors and their retirement accounts, as well as employee retirement plans, charitable organizations, and business entities. The firm delivers personalized recommendations and typically manages accounts on a discretionary basis or through third-party portfolio strategists.

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. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs using mutual funds, ETFs, individual securities, and other instruments, with advice delivered by a network of investment adviser representatives.

Paul Kuleska is a financial advisor with Santander Securities LLC and holds a Series 66 designation. He has nine years of industry experience and has previously worked at PNC Investments, Capital One Advisors, and Cetera Investment Services among other firms. Outside of his advisory role, he assists with maintenance of a rental property owned by his spouse. 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, and access to securities-based lending and insurance products.

Clayton Fillian is a financial advisor at Verity Asset Management with two years of industry experience. He holds a Series 65 designation and has worked at Verity since 2023. In addition to his advisory role, Fillian is an insurance agent involved with Teacher's Pension and Insurance Services, Inc., and participates as a partner in New Jersey Public Employee Educators, LLC, a marketing agency focused on educating public employees about pensions, Social Security, life insurance, and annuities. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across multiple asset classes, combining fundamental, technical, and qualitative analysis, and offers both internally managed specialty models and third-party manager models.

Christopher Matseur is a financial advisor with StoneX Advisors Inc. in Brick, NJ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, Matseur serves as Treasurer for both the Brick Township District Fire Commissioner and Herbertsville Fire Company, and he is also a wedding officiant. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, implementing strategies via proprietary models and third-party money managers, supported by platforms like Envestnet and Advyzon.

Janet Sherry is a CFP® with 27 years of industry experience, currently serving at Arkadios Wealth Advisors since 2019. Prior to that, she worked at Triad Advisors, Inc. for five years. In addition to her advisory role, she is a co-owner of Foresight Financial Partners, a financial planning and investment firm. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money manager access, and financial planning. The firm supports customized, discretionary investment strategies with an internal portfolio team and offers integrated advisory and brokerage services under a unified operating model.

Peter Colicchia is a financial advisor at Brookwood Investment Group with 10 years of industry experience. He holds a Series 65 credential and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, LLC. Colicchia is also a licensed insurance producer involved in the sales of life and fixed annuity products through his separate business, Protected Goals, LLC. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and supporting negotiable advisor-level fee arrangements.

Charles Toth is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. His prior experience includes roles at Morgan Stanley and Pride. John Hancock Personal Financial Services serves individual clients, trusts, estates, non-profits, and business entities through financial planning and consultative services, using technology-assisted models and third-party software to provide generally framed recommendations across asset allocation, retirement, and estate planning.

William McLaughlin Jr. is a CFP® and ChFC® with 40 years of industry experience, currently serving at Advisory Services Network since 2017. He also leads Mclaughlin Financial Group, LLC, which he founded in 2005, and has prior experience with Coastal Investment Advisors. Outside of advising, he is an independent insurance agent and author of a financial book published since 2018. Advisory Services Network is a multi-team firm providing investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. Their services include portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing a range of securities and third-party managers tailored to client objectives and risk tolerances.

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.

Ben Duronio is a financial advisor at Invst, LLC with nine years of industry experience and holds a Series 66 designation. His work history includes roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory duties, he serves as an assistant wrestling coach at Ocean Township High School. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and serves over 2,000 clients with approximately $1.565 billion in assets under management.

Adit Sem is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Citizens Securities Inc., Citizens Bank, and Cco Investment Services Corp prior to joining Santander in 2023. 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 through a managed-account platform, with investment discretion delegated to third-party managers and ongoing compliance and suitability oversight.

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.