Michael Karlin is a financial advisor with Invst, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting services to individual and institutional clients. The firm employs fundamental, technical, and cyclical analysis to construct diversified portfolios and serves over 2,000 clients with approximately $1.565 billion in assets under management.

Andrew Alter is a CFP® and PFS™ with 14 years of industry experience. He is currently with Forum Financial Management, LP and previously founded and led Alter Financial Group LLC and Alter Wealth Management, LLC. He serves as a board member and treasurer for Unique Melodies, Inc., a nonprofit music education organization for individuals with special needs. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, employing institutional mutual funds, ETFs, and other strategies, while also serving as a turn-key asset-management platform for independent advisors and RIAs.

Christine La Valle is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Santander Securities since 2014 and has a longer tenure with Santander Bank, NA dating back to 2007. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing third-party investment managers and a managed-account platform to deliver discretionary investment advice.

Edward Massari Jr. is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has 14 years of industry experience and has been with International Assets Advisory, LLC since 2016. Massari is also a co-successor trustee of two family trusts. International Assets Investment Management (IAIM) offers investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may utilize third-party money managers and wrap programs.

James King is a financial advisor with Diversify Advisory Services, LLC and holds Series 63 and Series 66 licenses. He has eight years of industry experience and has worked at firms including B. Riley Wealth Management and Equitable Advisors. He is also involved with Griffin Wealth Partners, a financial securities business conducted through B. Riley Wealth Management. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms and offers a broad range of investment strategies and consulting services.

Dylan Cinardo is a financial advisor with Santander Securities LLC in Lakewood, NJ, holding Series 63 and Series 65 licenses and with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC, as well as work with emergency medical services organizations. He also founded Attention to Detail Janitorial Services, LLC. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm provides multiple managed account strategies implemented by third-party managers and maintains affiliated banking relationships that support its cash sweep programs.

Grant Shulman is a financial advisor with Prosperity Capital Advisors in Red Bank, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining Prosperity Capital Advisors, he has been involved with OneTeam Financial and M Holdings Securities, Inc. Outside of advisory work, he serves as an independent marketer for the Middletown Sports Complex, selling advertising space. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing a range of mutual funds, ETFs, and alternative solutions, and offers institutional and sub-advisory services.

John Padgett is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at National Securities Corporation and National Asset Management. He is also a licensed insurance agent involved with fixed annuities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm offers a wide range of services, including advisory programs, third-party manager access, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

James Boyle is a financial advisor with Alexander Capital Wealth Management LLC in Manasquan, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Cetera Advisors LLC since 2013. Outside of his advisory role, Boyle serves as a broker for AFLAC supplemental insurance through JFB III LLC. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

William Ippolito is a financial advisor at Alexander Capital Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC. Prior to his financial career, he served at the Point Pleasant Beach Police Department for 27 years. Outside of advising, he owns a private detective agency and is involved in private investigations and employee background checks. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm uses a combination of cyclical, technical, and fundamental analysis and employs both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.

Vincent Lucchesi is a financial advisor at Kingswood Wealth Advisors, LLC with 28 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 18 years before joining Kingswood and its affiliated firms in 2025. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA plans, and other institutional investors. The firm employs an open-architecture approach, tailoring investment strategies to clients’ objectives and risk tolerance while offering services such as portfolio management, financial planning, and third-party manager oversight.

Daniel Delrosso is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Aegis in 2023, he worked at IC Advisory Services Inc and The Investment Center Inc from 2015 to 2023. He is also president of D.DELRO CORP-PERSONAL PORTFOLIO, a personal asset holding company established in 2006. 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. The firm offers both discretionary and non-discretionary account options and supports a variety of client objectives through multiple program platforms.

Robin Walsh is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Securities America Advisors, Primerica Advisors, and Guardian Life Insurance. He is the president of the B.J. Thomas Memorial Scholarship, a nonprofit organization focused on raising funds for educational costs through community events. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, retirement plans, and charitable organizations. The firm employs a goals-based, client-centered planning approach supported by proprietary software and an evidence-based investment framework that incorporates behavioral economics and quantitative analysis.

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 Boles is a financial advisor at IAMS Wealth Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2017. He also serves as CEO of Vista Financial, where he is licensed to sell fixed insurance products. Additionally, he provides outsourced estate planning software services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing both proprietary and third-party model portfolios across various asset classes.

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.

Gregory Shulman is a CFP® and ChFC® with 32 years of experience in the financial services industry. He currently serves as a financial advisor at Prosperity Capital Advisors and has previously worked at firms including Atlas Advisory Group and M Holdings Securities, Inc. Outside of his advisory work, he is actively involved in his community as an elder and president of the board at Manasquan Presbyterian Church, where he also chairs the finance committee. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative investments.

Thomas Price is a financial advisor with Capital Analysts in Manasquan, NJ, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1986 and joined Capital Analysts in 2023. Outside of his advisory work, he serves as Managing Director of CollegeBound Solutions, LLC, assisting students and parents with college selection, affordability, FAFSA preparation, and athlete marketing. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers varied advisory services tailored to client needs.

Andrew Guez is a financial advisor at Invst, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Tomoro LLC. Andrew's background includes an extended period as a student prior to entering the advisory field. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets with a team of 34 advisors and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.