James Hoffman is a financial advisor at Beckerman Wealth in Ocean Grove, NJ, holding a Series 65 credential with four years of industry experience. Prior to joining Beckerman Institutional in 2022, he worked at International Planning Alliance for one year and was a student for nine years. Beckerman Institutional serves high-net-worth individuals and pension/profit-sharing plan sponsors, providing asset management, financial planning, and retirement plan consulting through a small team. The firm emphasizes asset allocation and fundamental analysis, using institutional platforms and artificial intelligence tools alongside human oversight in portfolio construction.

Richard Krug is a financial advisor at Shore Point Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shore Point Advisors since 2019. In addition to his advisory role, Krug is an independent insurance agent and a real estate agent with Keller Williams West Monmouth. Shore Point Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and business entities. The firm combines modern portfolio theory and a five-factor model to guide asset allocation, employing derivative and overlay strategies, with financial planning included at no extra cost for clients managing $500,000 or more.

Paul Murphy is a financial advisor at Wealth Quarterback LLC in Toms River, NJ, with 14 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to his current roles, he worked at American Portfolios Financial Services, Inc. from 2016 to 2020. He is also an insurance agent specializing in life, long-term care, and disability insurance. Wealth Quarterback provides discretionary investment management and financial planning services to individuals, charitable organizations, and pension and profit-sharing plans. The firm employs a blend of fundamental, technical, and quantitative analysis and offers a Tactical Managed Strategy that uses market-timing techniques and leveraged ETFs, alongside managing third-party managers and conducting financial education seminars.

John Scalabrini is a financial advisor at Shore Point Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Park Avenue Securities and Guardian Life Insurance. Scalabrini also served 20 years with the New Jersey State Police. Shore Point Advisors manages discretionary portfolios and provides financial planning services to individuals, retirement plans, charities, and businesses. The firm employs a model portfolio approach informed by modern portfolio theory and a five-factor model, incorporating option strategies and multi-asset overlays in client accounts.

Kevin Duffy is a CFP® professional with 13 years of industry experience, currently serving at The Private Client Advisory Group, LLC. He has held roles at Duffy Tax Resolution LLC, Tax Wealth & Financial Services, Inc., and Approved Oil Co. of Brooklyn, Inc., and has operated as a sole proprietor since 1998. The Private Client Advisory Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, and business entities. The firm employs a comprehensive investment process incorporating fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management, including specialized ERISA 3(21) retirement-plan advisory services.

Jacob Rue V is a financial advisor at Shore Point Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Guardian Life Insurance and Park Avenue Securities. He is also an agent for life, disability, and long-term care insurance through JCL Financial LLC. Shore Point Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and business entities. The firm utilizes model portfolios informed by modern portfolio theory and a five-factor model, along with option strategies and multi-asset overlays, serving clients through a ten-advisor team with over $327 million in discretionary assets under management.

Renee Pepia is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently with The Private Client Advisory Group, LLC and LPL Financial, LLC, where she has worked since 2018 in various roles. In addition to her advisory duties, she serves as a registered assistant performing compliance and operational activities. The Private Client Advisory Group advises individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is goal-based and tailored to clients’ time horizons and risk tolerances, combining in-house management with third-party managers and employing a range of analytical strategies.

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. He holds the Series 63 designation and has 42 years of industry experience. He has worked at Summitalliance Advisors since 2008 and Leigh Baldwin & CO., LLC since 2006. Outside of advising, he hosts a weekly financial and economic radio show called "The Financial Physician," authors a book by the same name, and engages in public speaking approximately once a year. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a team of Financial Advisors who manage accounts on both discretionary and non-discretionary bases, offering portfolio management, third-party manager selection, and overlay services.

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 38 years of industry experience. His prior firms include Wells Fargo Clearing and RBC Capital Markets. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, providing portfolio management, financial planning, consulting, and various wrap fee programs. The firm operates as both a retail broker-dealer and a registered investment adviser, delivering investment advice through discretionary and non-discretionary programs, separately managed accounts, and third-party Money Managers.

Peter Forbes is a financial advisor at World Equity Group, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 registrations. His prior work includes positions at Regal Advisory Services, Inc., B. Riley Wealth Advisors, Inc., Cetera Investment Services LLC, and Quick & Reilly, Inc. Forbes is also an insurance producer involved in the sale of fixed insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a variety of clients, including high-net-worth individuals, pension plans, trusts, and business entities. The firm offers managed portfolios through its wrap-fee program combining discretionary portfolio management, financial planning, and third-party money manager access.

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.

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.

Misty Marlowe is a financial advisor at Maridea Wealth Management with 10 years of industry experience. She previously worked at Hartshorne Group, LLC for 16 years. Marlowe holds a Series 65 designation. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing about $1.97 billion in client assets through a 33-advisor team. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporates AI tools under human oversight, and coordinates tax and insurance planning through affiliated entities.

Robert D'andria is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with International Assets Investment Management and its affiliate International Assets Advisory LLC since 2010. In addition to his advisory role, he is president and sole owner of SterlingNoble Wealth Management, a business he operates actively. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and incorporates third-party managers and wrap programs as appropriate.

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.

Matthew Fevola is a financial advisor at Advisory Solutions Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CS Planning Corp and Stark Financial Advisers, Inc. In addition to his advisory roles, Fevola operates as an independent insurance agent recommending fixed and life insurance products. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach that incorporates quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies with periodic rebalancing and at least annual client reviews.

Shannon Powell is a Series 65-licensed financial advisor with World Equity Group, Inc., where she has worked since 2017. She has eight years of industry experience and previously worked at Vitale, Smyth & Associates LLC. Powell also manages a CPA firm, Sherman CPA PC, serving as tax manager. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management and access to third-party money managers.