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.

David Vezina is a financial advisor with Sequent Planning, LLC in Freehold, NJ, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at TFS Securities Inc and TFS Insurance Agency for five years and has managed annuity services at 1st Jersey Insurance Agency since 2017. Sequent Planning, doing business as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement services through a network of nearly 100 advisers using a structured risk framework and diversified strategies.

Stephen Kaufman is a financial advisor at Vanderbilt Advisory Services with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vanderbilt since 2016. Kaufman is also the founder and president of Quality Financial Concepts, Inc., where he has provided investment-related and tax preparation services since 2005. Vanderbilt Advisory Services serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary and third-party model portfolios, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods.

Jeffrey Farrell is a financial advisor at World Equity Group, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2010. Outside of his advisory role, he is also a sales agent for fixed insurance products. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, nonprofit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and manages approximately $944.7 million in assets.

Alan Berger is a financial advisor with Arkadios Wealth Advisors, holding a Series 63 designation and over 46 years of industry experience. Prior to joining Arkadios Wealth Advisors and its affiliated broker-dealer Arkadios Capital in 2019, he worked at Triad Advisors, Inc. from 2014 to 2019. In addition to his advisory role, Berger is involved with Foresight Financial Partners, providing financial planning, estate, business planning, insurance, and investment management services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, employing a combination of advisor-managed accounts, third-party money managers, and in-house portfolio management. The firm integrates fundamental, technical, and cyclical analysis in its approach and provides discretionary account management supported by an internal portfolio team.

Charles Cerone is a financial advisor at Prosperity Wealth Management, Inc. with 38 years of industry experience. He holds the Series 66 designation and has worked at Prosperity Wealth Management since 2018, with prior experience at Fortune Financial Services and Foresters Equity Services. Outside of his advisory role, he owns and operates 21st Century Wealth & Insurance Services, focusing on insurance and related services. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million in discretionary assets and emphasizes tailored portfolio supervision with diversified investment strategies and ongoing oversight of third-party managers.

Edward Grampp Jr. is a financial advisor with Santander Securities LLC in Manchester, NJ, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2010. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice primarily through the FMAX managed-account platform.

Eric Leibowitz is a financial advisor with ThePARTNERS Wealth Management in Freehold, NJ, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining ThePARTNERS in 2026, he worked at Belpointe Asset Management for seven years and spent five years at Cambridge Investment Research Advisors. He is also an independent insurance agent with Belpointe Insurance, LLC. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized and model-based portfolio management, leveraging internal and third-party resources to serve discretionary accounts.

James Dessjuk is a financial advisor at Aegis Capital Corp. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ic Advisory Services Inc and The Investment Center Inc for eight years. Outside of his advisory role, he is involved with Healthcare Solutions Teams as an insurance specialist focusing on health, dental, and vision coverage. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client types with trade execution, clearing, custody, and reporting services.

Ronald York Jr. is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Arkadios Wealth and Arkadios Capital since 2019 and was previously with Triad Advisors, Inc. from 2014 to 2019. York also owns a health and life insurance advisory business and provides real estate consulting and management services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed accounts, third-party money managers, and proprietary portfolio models. The firm integrates a large network of advisory entities with an affiliated broker-dealer and an in-house portfolio management team.

Brendan Sheehan is a financial advisor at Wealthcare Advisory Partners LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he owns Brendan's Tax Service LLC, where he prepares income tax returns. 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 employs a goals-based, client-centered planning approach supported by proprietary software and integrates quantitative and fundamental analyses to build long-term portfolios.

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 worked at George McKelvey Co., Inc. for 15 years. John is also involved in Alexander Investments, LLC, a family-owned investment firm, where he participates in securities research and tax preparation as a non-compensated activity. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, pure-index, and specialized offerings such as Buffered Equity ETFs and options-based overlays, and utilizes third-party sub-advisers alongside proprietary technology to manage held-away accounts.

Patrick Pryz is a CFP® professional with 17 years of industry experience. He is currently with Mariner and has previously worked at Msec, LLC, Millington Securities, Inc., WBI Investments Inc., and Quasar Distributors, LLC. Pryz holds Series 65 and Series 66 registrations. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and external managers, offering a range of strategies including equity, fixed income, alternatives, and digital assets, along with integrated tax and accounting services uncommon at its enterprise scale.

Jeffrey Artherholt is a CFP® with 27 years of industry experience. He is currently affiliated with Kestra Advisory and Kestra Investment Services, having joined in 2024. Prior to this, he worked at Woodbury Financial Services Inc and Securian Financial Services Inc., among other firms. He is also involved with Obsidian Wealth Advisors in a financial advisor capacity focusing on financial planning and portfolio management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Patrick Housen is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 14 years of industry experience. He has been with Mariner since 2014 and previously worked at Lincoln Investment and Capital Analysts Incorporated. Outside of advisory work, he owns an LLC that invests in a franchise store. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and maintains integrated tax and accounting capabilities alongside administrative CFO services.

Gregory Kuras is a financial advisor at OSAIC Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at American Portfolio's Financial Services and Froehlich Financial Group Ltd. In addition to advisory work, he is a part-owner and president of New Jersey Senior Tax Advisors, a firm providing tax advice and Medicare insurance brokerage services. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers services such as investment management, financial planning, and retirement plan consulting through multiple program models and utilizes proprietary and third-party platforms for portfolio management.

Michael Fish is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Dynasty Advisors LLC Wealth Management and Commonwealth Financial Network for nine years. Outside of his advisory role, he is involved in coaching ice hockey. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a variety of management platforms and third-party solutions.

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 Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes positions at Park Avenue Securities and Guardian Life Insurance Company, where he has been licensed since 1988. Ferrone is also licensed to sell insurance products outside of Guardian. Park Avenue Securities serves a broad retail client base with a mix of brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting.