Robert C Wood

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® 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.

Zak Shaik is the sole advisor at ARPP with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ing Financial Partners since 2006. Outside of his advisory role, he is a principal in Peploans.com, a commercial real estate and business lending brokerage firm operating nationwide. ARPP LLC dba Sabur Private Wealth Management serves high-income individuals, business owners, professional athletes, executives, and family offices, focusing primarily on advanced tax planning and strategic financial planning. The firm provides non-discretionary investment advisory services and emphasizes coordination with tax and legal professionals while using tax modeling and cash-flow projections to develop tax-focused financial plans.

Jeffrey Stevens is the principal of Preferred Wealth Advisors, LLC, an independent advisory firm based in Freehold, NJ. He holds Series 63 and Series 65 licenses and has nine years of experience at Preferred Wealth Advisors, alongside extensive experience in the financial services industry dating back over four decades. Stevens also owns and operates affiliated businesses involved in insurance sales and college funding strategies. Preferred Wealth Advisors, LLC serves individual and high-net-worth clients by providing asset management through third-party money managers and platform wrap programs, combined with financial planning and consulting services. The firm uses tailored strategies based on fundamental analysis and conducts educational seminars for clients.

Amit Mittal is a Series 65-licensed advisor with AM Wealth Management based in Robbinsville, NJ, and has one year of industry experience. Before entering financial advising, he worked 15 years at Infosys Limited and currently operates A Mittal & Company LLC. AM Wealth Management serves a diverse client base including individuals, high-net-worth households, small businesses, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial and retirement planning, employing a tax-aware investment approach that integrates fundamental, technical, quantitative, and macro analyses.

Richard Prozzo is a financial advisor with Davidson Wealth Management LLC, holding Series 63 and Series 65 licenses and offering 37 years of industry experience. He has worked at Davidson Wealth Management since 2010 and also has a long tenure with OSAIC starting in 1996. He serves as a trustee managing an irrevocable trust alongside his mother, making investment decisions and distributing income to the beneficiary. Davidson Wealth Management LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $172.4 million across about 228 accounts. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party advisory programs, with a focus on individualized portfolios that utilize fundamental, technical, and charting analysis.