George J. Gotthold Jr.

David Lazzaro is a financial advisor at Stirlingshire Investments with over 31 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. His prior experience includes roles at Money Concepts Capital Corp., H. Beck, Inc., and mortgage-related firms. Outside of his advisory work, he serves as a board member on the supervisory committee at Lakehurst Naval Federal Credit Union and manages DJL Wealth Management, LLC, which provides business consulting and commercial financial services. Stirlingshire Investments offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high-net-worth clients. The firm employs multiple analytical methods and a range of investment strategies, providing access to diverse investment types and model strategies through the Advyzon marketplace.

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.

Yale Levey is a CFP® with 38 years of experience in financial advising, serving as the sole advisor at Next Generation Wealth Planning, LLC since 2006. He has been an ambassador and teacher for Main Street Philanthropy since 2013 and co-founded Gateway for Good, a public benefit corporation. Levey is also a co-author of a book chapter on charitable planning and has been featured in "The Trust Equation: The Savvy Investor's Guide to Selecting a Competent, Ethical Financial Advisor." Next Generation Wealth Planning serves individual, institutional, and nonprofit clients, offering asset management, financial and legacy planning, and nonprofit consulting services. The firm operates mainly on a non-discretionary basis, emphasizing independent manager recommendations and a detailed client intake and review process.

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.

Richard Opong is the principal advisor at White Star Financial LLC in Toms River, NJ, holding Series 63 and Series 65 designations with 28 years of industry experience. He has operated as a sole proprietor since 1991 and owns Wall Street Nutrition LLC, a nutrition and fitness services business. White Star Financial LLC provides discretionary asset management services to individuals, high-net-worth investors, and business entities, tailoring portfolios to client goals and risk tolerances using fundamental, technical, and cyclical analyses. The firm is recently established with a single advisor and no assets under management as of the end of 2025.