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.

Martin Scott is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. He is the sole advisor at Lasting Wealth Principles, LLC, where he has worked since 2020. His prior experience includes roles at The GenWealth Group, Inc., Purshe Kaplan Sterling Investments, Park Avenue Securities, Primerica Advisors, and Guardian Life Insurance Company of America. Lasting Wealth Principles LLC is a state-registered advisory firm providing investment management and financial planning services to individual clients. The firm employs a passive investment approach using index mutual funds and ETFs, offers ongoing supervision based on client investment policy statements, and utilizes the Altruist platform for trade execution and custody.

Zak Shaik is a financial advisor at ARPP with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Ing Financial Partners since 2006. Outside of advisory work, Shaik is a principal in Peploans.com, a commercial real estate and business lending brokerage firm that operates nationwide. ARPP serves individual clients, businesses, and charitable organizations, providing portfolio management and comprehensive financial planning services. The firm emphasizes tailored advice through individual consultations, fundamental analysis, and the use of outside investment managers, while also offering insurance products and educational seminars.

Jeffrey Stevens is a financial advisor with Preferred Wealth Advisors, LLC in Freehold, NJ, holding Series 63 and Series 65 designations and possessing nine years of industry experience. His career includes roles at Gradient Advisors, LLC and ownership of several related businesses, including Preferred Retirement Strategies, LLC, The Stevens Agency, and Preferred College Funding Strategies. Stevens also operates as an independent insurance agent specializing in fixed insurance products. Preferred Wealth Advisors provides investment management and financial planning services primarily to individual and high-net-worth clients, managing approximately $3.16 million across about two dozen accounts. The firm uses third-party platforms for portfolio management and offers public educational seminars and workshops that provide general financial education rather than personalized advice.

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.

Igor Kokorine is a financial advisor at ICN Holding with a Series 65 designation and two years of industry experience. He has been involved with US International Consulting Network Corp. since 1996. Outside of his advisory role, he co-owns Worldwide Associates, Inc., which offers international health and life insurance services to non-U.S. residents, and he serves as a lector and professor, delivering lectures and participating in seminars at non-U.S. colleges. ICN Holding primarily serves individual clients, including high-net-worth and non-U.S. residents, as well as corporate clients. The firm offers financial planning, discretionary and non-discretionary portfolio management, and uses a combination of fundamental and technical analysis with an emphasis on active trading and tactical cash adjustments.

Jacques Frenkel is a financial advisor at Geneva Financial Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including B. Riley Wealth Management and Delta Global Asset Management. In addition to his advisory role, he serves as president of the Taryag Foundation, a charitable organization, and is involved in real estate through Geneva Realty LLC and GFG Realty LLC. Geneva Financial Group is an SEC-registered investment adviser serving individuals, including high-net-worth clients, corporations, and single-family offices. The firm offers a broad range of investment advice and employs both fundamental and technical strategies, managing most client assets on a non-discretionary basis while actively using complex instruments.

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.

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.

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.

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.

Michael Welger is a financial advisor with Cornerstone Professional Advisor Services, LLC, holding Series 63 and Series 65 licenses and offering 42 years of industry experience. He has worked at StoneX Securities Inc. since 2014 and has been president of Innovative Financial Concepts, an insurance sales business, since 2010. Welger also serves as co-trustee of a retirement trust and advises a nonprofit pet rescue organization. Cornerstone Professional Advisor Services serves individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations. The firm provides discretionary portfolio management and financial planning, focusing on diversified, asset-allocated portfolios implemented mainly through passive mutual funds, ETFs, and fixed-income securities with a long-term, buy-and-hold strategy.

Kathy Anne Lobue is a financial advisor at Glen Eagle Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Glen Eagle Advisors since 2013. Outside of her advisory role, she serves as CEO of The LoBue Group, a non-investment-related company through which she conducts business as an independent contractor. Glen Eagle Advisors provides investment management and wealth-planning services to individual and institutional clients, employing standardized asset-allocation models supplemented by fundamental and technical analysis. The firm offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting, and incorporates third-party reporting tools and alternative investments for qualified clients.

Michael Hart is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Advice Only, PBC and previously worked at Brookstone Capital Management, Franklin Retirement Solutions, TFG Wealth Management, and TD Bank. Advice Only, PBC provides financial planning services to individuals, high-net-worth clients, and businesses without managing client investment accounts or accepting custody of client funds. The firm emphasizes tailored advice delivered on a fixed or hourly-fee basis, generally recommending passive investments through index mutual funds and ETFs.

Clayton Fillian is a financial advisor at Verity Asset Management with two years of industry experience. He holds a Series 65 designation and has worked at Verity since 2023. In addition to his advisory role, Fillian is an insurance agent involved with Teacher's Pension and Insurance Services, Inc., and participates as a partner in New Jersey Public Employee Educators, LLC, a marketing agency focused on educating public employees about pensions, Social Security, life insurance, and annuities. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across multiple asset classes, combining fundamental, technical, and qualitative analysis, and offers both internally managed specialty models and third-party manager models.

Peter Colicchia is a financial advisor at Brookwood Investment Group with 10 years of industry experience. He holds a Series 65 credential and has previously worked at Redwood Private Wealth LLC and New Century Capital Management, LLC. Colicchia is also a licensed insurance producer involved in the sales of life and fixed annuity products through his separate business, Protected Goals, LLC. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and supporting negotiable advisor-level fee arrangements.