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® professional with 37 years of industry experience, currently serving as the sole advisor at Next Generation Wealth Planning, LLC. He has been affiliated with Osaic Wealth, Inc. since 1997 and founded Next Generation Wealth Planning in 2006. Levey is active as an ambassador and teacher for Main Street Philanthropy, a nonprofit focused on philanthropy education for high school students. He is also a co-founder and president of Gateway for Good, a public benefit corporation. Next Generation Wealth Planning is an independent firm serving individual and institutional clients, including banks, pension plans, and charitable organizations. The firm offers asset management, financial and legacy planning, and nonprofit consulting, using a primarily non-discretionary, advisor-managed platform that incorporates third-party managers and custodial execution through national providers.

Tara Stewart is a financial advisor at TGF Assets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, TIAA-CREF, and New York Life Insurance Company. Outside of financial advising, she is an independent property and casualty insurance agent and provides consulting in medical billing services. TGF Assets serves individuals, qualified retirement plans, trusts, charitable organizations, and small businesses by offering asset management and investment consulting. The firm emphasizes broad diversification and employs both long- and short-term strategies, sponsoring a wrap fee program and providing hourly financial planning and consulting services.

John Baranauskas is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. He is the principal of Sweetgum Laboratories LLC, an independent advisory firm he has led since 2019. His prior experience includes roles at Bank of America, Merrill Lynch, Sterne Agee Financial Services, RPH Financial, and Equinox Group Distributors. He is also a licensed insurance agent. Sweetgum Laboratories LLC provides portfolio management and financial planning services to individuals, charitable organizations, and corporate clients. The firm employs a combination of cyclical, fundamental, modern-portfolio-theory, and quantitative analysis with a long-term trading orientation, managing client portfolios primarily on a non-discretionary basis.

Richard Prozzo is an investment advisor representative with Davidson Wealth Management LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Davidson Wealth Management since 2010 and has been affiliated with OSAIC Wealth, Inc. since 1996. He also serves as a trustee for his deceased father’s irrevocable trust, making investment decisions alongside his mother. Davidson Wealth Management serves individual clients, including high-net-worth households, as well as retirement plans, trusts, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, managing portfolios across mutual funds, ETFs, equities, fixed income, and annuity sub-accounts, with both discretionary and non-discretionary strategies.

Tylor Love is a financial advisor at Family Wealth Partners LLC in Medford, NJ, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Bank of America. Family Wealth Partners LLC provides wealth management and financial planning services to individuals, trusts, estates, and small business clients, managing approximately $103 million across 171 accounts. The firm employs diversified model portfolios with a combination of fundamental and technical analysis and offers both discretionary portfolio management and financial planning services.

Mark Finelli is a financial advisor with Family Wealth Partners LLC in Medford, NJ, holding a Series 66 designation and 24 years of industry experience. Prior to founding Family Wealth Partners in 2019, he worked at Bank of America and Merrill Lynch from 2009 to 2019. Outside of finance, he owns a charter fishing business and volunteers as a coach in his local community. Family Wealth Partners provides wealth management and financial planning services to individuals, trusts, estates, and small businesses, managing approximately $103 million across 171 client accounts with diversified portfolios and ongoing oversight.

Samuel Bridgers is a financial advisor at Redwood Wealth Management Group, LLC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Redwood Wealth Management Group since 2018, including prior experience at Bridgers Wealth Management, LLC and Purshe Kaplan Sterling Investments. Outside of advising, he places term life insurance policies for clients. Redwood Wealth Management Group is an SEC-registered investment adviser that provides personalized financial planning and portfolio management services to individuals, trusts, foundations, pension and profit-sharing plans, and corporations. The firm develops customized asset allocation plans and offers both discretionary and non-discretionary management, along with access to held-away retirement-plan management through third-party technology.

Francesco Spezzano is a financial advisor at Integrity Alliance, LLC with 51 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Lion Street Financial and The Leaders Group Inc, and he has owned and operated Irus Advisory Corporation since 1992. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various investment approaches and custodial platforms.

Thomas D'auria is a CFA® charterholder with 14 years of industry experience. He has been with Tandem Investment Partners, LLC since 2014. Tandem Investment Partners is a registered investment adviser managing approximately $200 million for individuals, small institutions, and retirement plans. The firm offers personalized discretionary portfolio management and non-discretionary retirement plan advisory services, utilizing a combination of fundamental and cyclical analysis alongside a proprietary quantitative model and modern portfolio theory.

Susan Egan is a financial advisor at Woloshin Investment Management, LLC with 19 years of industry experience. She holds the Series 66 designation and has worked at Woloshin Investment Management since 2006, following a year at Summit Brokerage Services Inc. In addition to her advisory role, she manages Eagle Manor Farm, a nursery products business. Woloshin Investment Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, foundations, retirement plans, and corporations. The firm uses a model-based approach combining fundamental, cyclical, and technical analysis with active management overseen by an Investment Policy Committee.

Michael Woloshin is a financial advisor with Woloshin Investment Management, LLC in Medford, NJ, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has been with Woloshin Investment Management since 2004 and previously worked at Summit Brokerage Services Inc. Woloshin serves as director of Advanced Educational Services and is involved in life insurance sales as well as trustee services for Deferred Sales Trusts through American Fiduciary Services. Woloshin Investment Management provides investment management, financial planning, and consulting services to individuals, trusts, estates, foundations, retirement plans, and corporations. The firm utilizes model-based managed accounts with a strategic asset allocation approach overseen by an Investment Policy Committee and conducts no-fee educational seminars for clients and prospects.

Ezri Shechter is a financial advisor with CM Capital Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His background includes roles at Spencer Winston Securities and Coldwell Banker, as well as property management for Norkez Properties. He also teaches at Baruch College and Touro University. CM Capital Partners provides portfolio management and advisory services to individual and institutional clients, utilizing a blend of charting, fundamental, quantitative, and technical analysis tailored to each client’s investment goals. The firm is known for offering performance-based fee arrangements and publicly presenting advertised performance results.

Ulderico Conte is a financial advisor at CM Capital Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Spencer Winston Securities Corp, CIM Securities, and AEON Capital. Conte serves on the Board of Directors for Family Office of America. CM Capital Partners provides portfolio management and advisory services to individual and institutional clients, including high-net-worth individuals and pooled investment vehicles. The firm uses a combination of charting, fundamental, quantitative, and technical analysis to tailor investment strategies, offering both discretionary and non-discretionary account management.

Katie Corsetto is a financial advisor at Woloshin Investment Management, LLC with 13 years of industry experience. She holds a Series 66 designation and has been with Woloshin Investment Management since 2015, following a year at Summit Brokerage Service. In addition to her advisory role, she is also licensed as a Life and Health Insurance Agent. Woloshin Investment Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, foundations, retirement plans, and corporations. The firm employs a strategic asset allocation approach through model portfolios and combines fundamental, cyclical, and technical analysis with active management overseen by an Investment Policy Committee.

Richard Prozzo is a financial advisor with Davidson Wealth Management LLC in Forked River, NJ, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Osaic and various positions outside the financial industry, including education and municipal work. Davidson Wealth Management serves individual clients, retirement plans, trusts, and business entities by offering asset management, financial planning, and retirement plan consulting. The firm manages client accounts using risk-tolerance questionnaires, asset allocation tools, and model portfolios, providing both discretionary and non-discretionary portfolio management.

Michael Young Jr. is a financial advisor at Redwood Wealth Management Group, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial, New York Life Insurance, and Eagle Strategies. Redwood Wealth Management Group is an SEC-registered investment adviser offering personalized financial planning and portfolio management to individuals, trusts, foundations, pension and profit-sharing plans, and corporations. The firm provides discretionary and non-discretionary asset management, ongoing planning services, and an online will-and-estate document option through a third-party service.

Avi Mandel is a financial advisor at CM Capital Partners with a Series 65 designation and two years of industry experience. Prior to his current role, he has held positions including building manager at Norkez Properties and administrative work at CM Capital. His background also includes service in the Israeli military and several years in education. CM Capital Partners (operating as Centrade) provides portfolio management and advisory services to individuals, businesses, and investment entities, utilizing a combination of charting, fundamental, quantitative, and technical analysis. The firm offers tailored investment strategies and is noted for publicly presenting performance results and offering performance-based fee arrangements to qualified clients.

Anthony Privetera is a CFP® with 41 years of experience in financial advisory. He is currently with Caleo Capital N.A. LLC and also associated with Privetera Wealth Management Associates, where he has provided financial advisory services since 2017. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation process with mutual funds, ETFs, independent managers, and alternative investments, and integrates insurance and asset-protection considerations into its planning services.

Christopher Krug is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He is currently with Confidence Wealth Management, Inc. and previously worked at BlackRock Investments LLC and RoundAngle Advisors LLC. Outside of his advisory role, he provides consulting services through Krug Investment Solutions LLC, focusing on market analytics and risk management for investment-related businesses. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities, managing approximately $344 million in discretionary assets. The firm employs a long-term, buy-and-hold investment approach with ETF/ETP-based strategies designed for diversification and downside protection, and uses third-party managers and platforms to support its portfolio management and financial planning services.