Vincent L Russo

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.

Donald Burnaford is a financial advisor at MPI Wealth Management LLC with 52 years of industry experience. He holds the Series 63 designation and has worked previously at Copper Beech Financial Group, American Portfolios Financial Services, and Osaic Wealth. Outside of his advisory work, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. MPI Wealth Management provides discretionary investment management and sub-advisory services to a range of institutional and individual clients, including pension plans, banks, corporations, charitable organizations, and high-net-worth families. The firm employs a combination of quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor portfolios aligned with client objectives.

Kurt Lawn is a financial advisor with IP Financial Advisory Services LLC, holding the PFS™ designation and Series 63 license, with 27 years of industry experience. He previously worked at Avantax Investment Services, Inc. for eight years and Royal Alliance Associates for ten years. In addition to his advisory role, he provides individual and business income tax preparation and accounting services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolio construction and a range of analytic approaches, with a focus on non-high-net-worth individuals.

Kenneth Durfee is a CFP® with 35 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for 27 years. In addition to his advisory role, he manages KDD15 LLC, providing investment advisory and financial planning services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a blend of discretionary and consultative investment management programs, financial planning, retirement plan advisory, and access to alternative investments.

Rj Amato III is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 66 designations. In addition to his advisory roles, Amato has maintained a position with Spirit Halloween since 2014 and has served the Galloway Township community since 2022. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, and institutional clients, providing financial planning, portfolio management, and consulting services. The firm offers various advisory programs with an emphasis on non-discretionary recommendations and operates both as an SEC-registered investment adviser and a broker-dealer.

Kristine Wiley is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently affiliated with Primerica Advisors and has previously worked with Guardian Life Insurance Company and Park Avenue Securities LLC. Outside of her advisory role, she is a registered New Jersey notary public. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting various account types and lending solutions.