Donald Robert Burnaford

Joseph Faragi is the principal advisor at The Faragi Group, an independent firm based in Forked River, NJ. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 15 years leading his own firm. The Faragi Group provides ongoing investment supervisory services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm uses a combination of fundamental analysis, long- and short-term trading strategies, and options writing, managing diversified portfolios aligned with client-specific Investment Policy Statements.

Marc Morgan is the sole advisor at Heroic Financial LLC with a Series 65 credential and three years of industry experience. He has served as a public safety officer for Evesham Township since 2008 and is a trustee of the Police and Firemen's Retirement System of New Jersey since 2019. Heroic Financial LLC provides retirement-plan advisory services to qualified ERISA plans and offers financial planning and consulting on an hourly basis to individuals, pension and profit-sharing plans, and business entities. The firm typically acts as a limited-scope ERISA 3(21) fiduciary and is noted for combining pension consulting, public seminars, and an explicit hourly-fee model.

Mary Coughlin is the sole advisor at Barnegat Bay Capital Management LLC and holds a Series 63 designation with 21 years of industry experience. She has been with Barnegat Bay Capital Management since 1998. Barnegat Bay Capital Management provides investment supervisory services, occasional financial planning, and one-time portfolio reviews to a range of clients including individuals, trusts, and charitable organizations. The firm combines a single-manager structure with an institutional investment background and uses fundamental, charting, and cyclical analysis to tailor portfolios according to client goals and risk tolerance.

Carl Feldman is the managing member of Feldman Financial Services, LLC in Forked River, NJ, with 9 years of experience at the firm and more than 35 years as a sole proprietor. He holds Series 63 and Series 65 licenses. In addition to his advisory work, Feldman is an independently licensed insurance agent, dedicating a significant portion of his time to that practice. Feldman Financial Services primarily serves individual and high-net-worth clients by providing financial planning, educational seminars, and referrals to third-party money managers (TPMs). The firm does not directly manage assets but assists clients with TPM selection and monitors TPM performance through quarterly reviews.

Albert Silvestri is a financial advisor at Platform Wealth Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Raymond James Financial Services and Sam Investments LLC. In addition to his advisory role, he is a principal and CPA at Hamilton Mercer Advisors, providing accounting and tax services. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes Modern Portfolio Theory and long-term, low-turnover investing, supported by formal affiliations with accounting and consulting practices and a team that includes multiple CPA/PFS credentialed advisers.

Sarah Elia is a financial advisor at The Wealth Boutique with a Series 65 designation and seven years of industry experience across multiple firms, including Bank of America and Crosby Private Wealth Advisors. Her background also includes roles outside of finance, such as working in education with the Pinelands Regional School District and in the hospitality sector. The Wealth Boutique provides financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, trusts, and some institutions. The firm employs a financial-planning-led, holistic approach that integrates fundamental and technical analysis, offering tiered planning packages and access to private funds for qualified investors.