William Skillender is a financial advisor at Madison Avenue Securities, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Broker Dealer Financial Services Corp from 2009 to 2017. Outside of his advisory role, he owns and operates William Skillender Wealth Management Tax Advisory, focusing on insurance products, and is involved in a book promotion venture as well as a Medicare partnership program. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services through various account platforms and employs multiple investment strategies across discretionary and non-discretionary accounts.

Joseph Giacchi is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with International Assets Investment Advisory LLC and Sterling Noble since 2010 and is also involved in the restaurant business as wait staff at Lubrano's Trattoria. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized portfolio management, financial planning, and access to third-party wrap and manager programs, utilizing a range of investment vehicles and strategies tailored to client objectives and risk tolerance.

Gregory Shulman is a CFP® and ChFC® with 33 years of experience in financial advisory roles. He is currently affiliated with The AmeriFlex Group and has held positions at multiple firms, including Cambridge Investment Research, C2P Capital Advisory Group, and M Holdings Securities. Outside of his advisory work, Mr. Shulman serves as President and Elder on the board of Manasquan Presbyterian Church and chairs its finance committee. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via various model asset allocations and discretionary or non-discretionary management relationships.

Thomas Price is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, including a long tenure at Lincoln Investment Planning, Inc. since 1986. Outside of his advising work, he is the managing director of Collegebound Solutions, LLC, where he assists students and parents with college selection, affordability, and related applications. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management through discretionary and non-discretionary approaches, leveraging an in-house investment research team and third-party managers, and works with institutional partners such as Pershing/BNY.

Jeffrey Farrell is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with World Equity Group since 2010. In addition to his advisory role, Farrell is a sales agent for fixed insurance products. World Equity Group provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.

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.

James Dessjuk is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. His prior roles include positions at IC Advisory Services Inc, The Investment Center Inc, First Midwest Securities, Inc., and Gunnallen Financial, Inc. He is also involved with Healthcare Solutions Teams as an insurance specialist. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm operates both as an SEC-registered investment adviser and a FINRA member broker-dealer, and it primarily manages assets on a non-discretionary basis.

John Alexander III is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds a Series 66 designation and previously spent 15 years at George McKelvey Co., Inc. Outside of his advisory role, he is a member of Alexander Investments, LLC, a family-owned investment company, where he participates in securities research, investment committee meetings, and tax preparation on a non-compensated basis. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm combines quantitative and qualitative analysis through an Investment Committee to offer customized portfolio management and employs a range of investment strategies alongside educational resources.

Patrick Pryz is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Mariner and has previously worked at firms including Fidelity, Millington Securities, and WBI Investments. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax and accounting services uncommon among large advisory enterprises.

Patrick Housen is a CFP® and holds a Series 65 license with 14 years of industry experience. He has worked at Mariner Wealth Advisors, Lincoln Investment, and Capital Analysts Incorporated. Outside of advising, he owns an LLC that invests in a franchise store. Mariner serves a diverse range of clients including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers, provides customized discretionary portfolios, and integrates tax and accounting services uncommon for enterprises of its size.

Gregory Kuras is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at American Portfolio's Financial Services for 19 years and Froehlich Financial Group Ltd. for three years. In addition to his advisory role, he is president and part-owner of New Jersey Senior Tax Advisors, a business involved in tax advice and Medicare insurance services. Osaic Advisory Services is an SEC-registered enterprise firm serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm employs various investment strategies and offers a range of managed programs and consulting services, supported by platform relationships and affiliated managers.

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.

Michael Ferrone is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Guardian Life since 1988 and Park Avenue Securities since 2024. Ferrone is also licensed to sell insurance products outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, advisory services, and access to proprietary and third-party investment programs, combining advisor-led discretionary management with model-based strategies.

Robert Richards is a CFP® professional with 44 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at EPA Financial Services since 2020, serving as CEO and part owner, and previously worked at Ameriprise Financial Advisors and Cambridge Investment Research Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion to build client portfolios from diverse securities and insurance products.

Robert Hannam is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 36 years of industry experience. His prior roles include positions at LPL Financial, Banc of America Investment Services, and Wells Fargo Clearing. Outside of advising, he is a co-owner of Sportsbeef USA, LLC, a sports reality television company, and also provides tax preparation services through Ocean Tax Pros. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 advisors nationwide. The firm offers a range of managed-account programs, third-party asset manager access, and back-office services, serving both individual and institutional clients.

David Suckey is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with both firms since 2016. Outside of advising, he is a passive investor in three Jersey Mike’s sandwich shops in North Lake, Texas. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides customized client solutions through advisor-led discretionary management, model-based strategies, and various proprietary and third-party platforms.

George Steiner is a Series 65 licensed financial advisor with 19 years of industry experience. He is currently with Mariner and has previously worked at firms including Msec, LLC and Capital Analysts, Inc. Outside of his advisory role, Steiner serves as vice chair for the Manasquan Turkey Run, assisting with fundraising and event operations, and is a board member of the Mariner Foundation. He also has a longstanding career as a firefighter with the FDNY. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal investment committee and combines in-house research with external managers across various asset classes, including alternatives and digital assets.

Jonathan Hempstead is a financial advisor with Eagle Strategies (New York Life) and holds Series 66 and Series 63 licenses. He has one year of industry experience and previously worked at AssuredPartners and Towson University. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Bryan Sitzer is a financial advisor at Farther with Series 63 and Series 65 licenses and four years of industry experience. His prior career includes roles at CohnReznick, EisnerAmpner, and Ernst & Young, among others. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach utilizing proprietary model portfolios and algorithmic rebalancing, mainly investing in ETFs, mutual funds, equities, and fixed income.

Marc Colasanto is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds a Series 66 designation and has worked at Gwfs Equities, Inc. since 2022 and Prudential Investment Management Services and Prudential Insurance Company of America since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within client savings plans.