Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

Brian O'Dowd is a CFP® professional with 32 years of experience in financial advising. He is the president and owner of O'Dowd Asset Management LLC, an independent firm based in Morristown, NJ, which he founded in 2020. Prior to this, he was involved with O'Dowd Bierals Wealth Advisors LLC and World Equity Group since 2012. Outside of advising, he is also involved in property management and serves as president of multiple real estate-related companies. O'Dowd Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan clients. The firm uses both fundamental and technical analysis and employs a variety of strategies including long- and short-term trading, options, and allocations to diverse investment vehicles, managing accounts under written investment policies and sometimes allocating assets to third-party managers.

John Dibello is a financial advisor at Chambers Capital, LLC in Denville, NJ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chambers Capital since 2015. He also has experience with Precision Financial Services from 2020 onward. Chambers Capital provides discretionary portfolio management primarily for high- and ultra-high-net-worth individuals, focusing on quantitatively driven strategies that combine equity exposure, ETF-based fixed income, and active macro hedging. The firm manages a small number of accounts internally, employing a mix of fundamental, technical, and quantitative analysis alongside options trading under discretionary authority.

Douglas Robb is a financial advisor at ABC Wealth Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various related entities since 2012, including CUSO Financial Services, LP and multiple iterations of ABC Wealth firms. Robb also operates as a sole proprietor insurance agent. ABC Wealth Inc is an independent investment adviser serving primarily individual clients with discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program, manages variable annuity and life contracts, and offers guidance on non-traded REITs, frequently implementing portfolios through sub-advisors and third-party money managers.

James Byron III is a financial advisor at Green Rock Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a principal and broker at Green Rock Realty since 2012. Green Rock Advisors, LLC is a private real estate investment manager serving institutional investors and high-net-worth individuals through pooled private investment vehicles. The firm focuses on value-added strategies in office properties within transit-oriented and infill submarkets of the New York, Boston, and Washington, D.C. areas, and also pursues credit and distressed debt opportunities.

Gwen Gepfert is a financial advisor with Oaktree Financial Planning and Consulting in Basking Ridge, NJ. She holds a Series 65 designation and has 18 years of industry experience. Since 2006, she has been with Oaktree Financial Planning and Consulting, an independent firm. Oaktree Financial Planning and Consulting provides fee-only financial planning and investment consultation to individual investors, focusing on retirement planning, education funding, tax and estate coordination, and educational workshops. The firm emphasizes a long-term, buy-and-hold investment approach using low-cost index funds and ETFs, delivering non-discretionary advice through time- or project-based engagements rather than ongoing asset management.

Matthew Taranto is a CFA® charterholder with six years of experience in financial advising at Mountainpoint Investment Advisors. He is also Senior Vice President at Everest Group Ltd, a property and casualty reinsurance company, where he manages the company’s internal general account asset portfolio. Mountainpoint Investment Advisors provides discretionary portfolio management and financial planning primarily to individuals, non-profit organizations, and institutional clients such as foundations and endowments. The firm employs a combination of fundamental macro and sector analysis with bottom-up security research, emphasizing diversified, low-turnover investments including ETFs and mutual funds.

Andrew Greenstein is a financial advisor with Tradealgo Wealth Management LLC dba Fincera, holding a Series 65 license and four years of industry experience. His prior roles include positions at Ridge Investment Solutions LLC, Dinosaur Financial Group LLC, and Lebenthal Holdings LLC. In addition to his advisory work, he serves as of counsel at Hess Legal Counsel and provides outsourced legal consulting for EXOS Financial. He has also held a volunteer role as Assistant Secretary and Board Trustee for Congregation B'nai Israel. Fincera is a registered investment adviser that offers discretionary portfolio management and model-portfolio selection using a proprietary AI engine. The firm serves high-net-worth individuals, pooled investment vehicles, other advisers, and institutional clients, employing both fundamental and quantitative analysis with strategies ranging from long-term buy-and-hold to short-term trading.

Michael Marino is a CFP® professional with 28 years of industry experience. He is the principal at The Financial Planning Center, LLC and has previously worked with Lotus Investment Advisors, Empire Asset Management Company, and Divine Asset Management. Outside of his advisory work, Marino serves as president of the Washington Township Police Foundation, a nonprofit supporting the local police department. The Financial Planning Center, LLC serves individual investors, business owners, and families by offering discretionary and non-discretionary portfolio management along with comprehensive financial planning services. The firm tailors investment strategies based on client objectives and coordinates with other professionals while managing approximately $26.3 million for about 63 clients.

Austin Neary is a financial advisor at PLAN2PROSPER LLC with 17 years of industry experience. He holds the Series 66 designation and has been with PLAN2PROSPER since 2009, following prior work at UBS Financial Services. PLAN2PROSPER LLC provides integrated wealth management and financial planning services to individuals, families, charitable trusts, and small businesses. The firm emphasizes an investment approach grounded in academic research and efficient‑market principles, offering non‑discretionary, tailored portfolio management primarily through mutual funds and ETFs.

Michael Ashton is a CFA® charterholder with 14 years of industry experience. He is the principal advisor at Enduring Investments LLC, an independent firm he has been associated with since 2009, and previously worked at Real Asset Strategies, LLC. Outside of his advisory role, he serves as an external consultant to BAG Corp, assisting with quantitative business issues such as sales targeting and inventory management. Enduring Investments advises individuals, institutional clients, and pooled investment vehicles, providing discretionary portfolio management and licensed access to systematic model portfolios. The firm focuses on inflation-indexed products and employs a variety of securities and techniques to tailor accounts according to client objectives and risk profiles.

Christopher Wang is a financial advisor at Runnymede Capital Management Inc with 19 years of industry experience. He has been with Runnymede since 2003 and holds a Series 65 designation. The firm provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and insurance companies. Runnymede Capital Management uses a combination of fundamental, technical, charting, and cyclical analysis in its investment approach, managing approximately $95 million in discretionary assets with a small advisor team.

Ajit Paranjpe is a financial advisor at Prima Innotech with nine years of industry experience. He holds a Series 65 designation and has been with Prima Innotech since 2012. In addition to his advisory role, he has a long tenure at Veeco Instruments starting in 2006. Prima Innotech is an independent registered investment adviser that provides discretionary portfolio management and consulting services to individual clients. The firm employs a proprietary OptionMaximizer analysis engine to guide investment decisions and supports clients through educational seminars, publications, and a subscription-based platform for self-directed investors.

Marc Shapiro is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Shapiro Asset Management, LLC since 2008, serving clients from Denville, NJ. Shapiro Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers customized, long-term focused portfolios primarily composed of ETFs, individual stocks, and bonds, using fundamental and technical analysis with emphasis on risk management through asset allocation and diversification.

Steven Bedell is a CFP® with 22 years of industry experience and has been with Omega Capital Management, LLC since 1999. He holds a Series 63 license and operates out of Flanders, NJ. Omega Capital Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, families, retirees, retirement plans, businesses, and trust and estate clients. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory, offering both passive and active investment options tailored to client needs.

Gary Reneau is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He is currently the CEO, CIO, and CCO of IHP Wealth Management, where he has worked since 2010. Prior to founding IHP Wealth Management, he was with Silver Leaf Partners, LLC, from 2010 to 2020. Outside of his advisory role, Reneau provides consulting services to an oil services and carbon capture company and writes a monthly investor newsletter covering financial markets and macroeconomic trends. IHP Wealth Management provides investment advisory services to pooled vehicles, institutional clients, and a variety of other account types including individuals, trusts, pensions, and endowments. The firm employs a top-down, macro-driven investment process focused on relative asset-class and sector allocations, using mutual funds, ETFs, and occasionally individual securities, while conducting due diligence on recommended independent managers.

Matthew Donovan is a financial advisor at Whitetail Wealth Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2015 to 2021 before retiring for a year. Donovan also operates as a licensed insurance agent, dedicating approximately 20% of his time to that activity. Whitetail Wealth Management provides discretionary and non-discretionary asset management services tailored to client goals, time horizons, and risk tolerances. The firm uses fundamental analysis and may employ third-party sub-advisors with discretionary authority in managing client portfolios.

William Foshay is a Series 65-credentialed financial advisor with seven years of industry experience. He has been with OADE Financial since 2018, following a brief retirement period from 2015 to 2018. OADE Financial provides comprehensive financial planning for individual and high-net-worth clients, focusing on tailored strategies across balance sheets, retirement, tax, insurance, estate, and debt planning. The firm emphasizes a passive, asset-allocation approach using low-cost mutual funds and bonds, delivering ongoing plan reviews and guidance without taking custody of client assets or managing portfolios directly.

Donald Davret is a financial advisor at Flomartin Securities Corporation in Morristown, NJ, holding Series 63, 65, and 66 licenses with two years of industry experience. He has been with Flomartin Securities since 2014. Flomartin Securities Corporation provides investment advisory and pension consulting services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm utilizes written Investment Policy Statements and model portfolios to tailor asset allocation and security selection, managing approximately $4.4 million in assets primarily on a non-discretionary basis.