Anthony Cifelli III

Peter Pandolfo Jr is the sole advisor at Pandolfo Capital, LLC, an independent registered investment adviser based in Robbinsville, NJ. He holds Series 63 and Series 65 designations and has 26 years of industry experience, leading his firm since 2008. Pandolfo Capital provides discretionary portfolio management to individuals and various organizational clients, including pension plans, trusts, and charitable organizations. The firm employs a fundamental, value-oriented investment approach with concentrated portfolios and maintains a tailored, discretionary relationship with its clients.

Yale Levey is a CFP® professional with 37 years of industry experience, currently serving as the sole advisor at Next Generation Wealth Planning, LLC. He has been affiliated with Osaic Wealth, Inc. since 1997 and founded Next Generation Wealth Planning in 2006. Levey is active as an ambassador and teacher for Main Street Philanthropy, a nonprofit focused on philanthropy education for high school students. He is also a co-founder and president of Gateway for Good, a public benefit corporation. Next Generation Wealth Planning is an independent firm serving individual and institutional clients, including banks, pension plans, and charitable organizations. The firm offers asset management, financial and legacy planning, and nonprofit consulting, using a primarily non-discretionary, advisor-managed platform that incorporates third-party managers and custodial execution through national providers.

Martin Scott is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. He is the sole advisor at Lasting Wealth Principles, LLC, where he has worked since 2020. His prior experience includes roles at The GenWealth Group, Inc., Purshe Kaplan Sterling Investments, Park Avenue Securities, Primerica Advisors, and Guardian Life Insurance Company of America. Lasting Wealth Principles LLC is a state-registered advisory firm providing investment management and financial planning services to individual clients. The firm employs a passive investment approach using index mutual funds and ETFs, offers ongoing supervision based on client investment policy statements, and utilizes the Altruist platform for trade execution and custody.

Zak Shaik is a financial advisor at ARPP with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Ing Financial Partners since 2006. Outside of advisory work, Shaik is a principal in Peploans.com, a commercial real estate and business lending brokerage firm that operates nationwide. ARPP serves individual clients, businesses, and charitable organizations, providing portfolio management and comprehensive financial planning services. The firm emphasizes tailored advice through individual consultations, fundamental analysis, and the use of outside investment managers, while also offering insurance products and educational seminars.

Jeffrey Stevens is a financial advisor with Preferred Wealth Advisors, LLC in Freehold, NJ, holding Series 63 and Series 65 designations and possessing nine years of industry experience. His career includes roles at Gradient Advisors, LLC and ownership of several related businesses, including Preferred Retirement Strategies, LLC, The Stevens Agency, and Preferred College Funding Strategies. Stevens also operates as an independent insurance agent specializing in fixed insurance products. Preferred Wealth Advisors provides investment management and financial planning services primarily to individual and high-net-worth clients, managing approximately $3.16 million across about two dozen accounts. The firm uses third-party platforms for portfolio management and offers public educational seminars and workshops that provide general financial education rather than personalized advice.

Richard Prozzo is an investment advisor representative with Davidson Wealth Management LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Davidson Wealth Management since 2010 and has been affiliated with OSAIC Wealth, Inc. since 1996. He also serves as a trustee for his deceased father’s irrevocable trust, making investment decisions alongside his mother. Davidson Wealth Management serves individual clients, including high-net-worth households, as well as retirement plans, trusts, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, managing portfolios across mutual funds, ETFs, equities, fixed income, and annuity sub-accounts, with both discretionary and non-discretionary strategies.