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.

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.

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.

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.

Peggy Farley is a financial advisor at Ascent Capital Management, Inc. with 3 years of industry experience. She holds a Series 65 designation and has been with Ascent Capital Management since 2004. Ascent Capital Management provides discretionary portfolio management for high-net-worth individuals and corporate accounts, focusing on U.S. equities and investment-grade fixed income. The firm emphasizes customized portfolio construction, combining quantitative screening with fundamental review and a defined sell discipline, managing portfolios typically consisting of 20–30 U.S. stocks across market capitalizations.

Marc Lescarret is a CFP®-certified financial advisor with seven years of industry experience. He is the sole advisor at Marc Alan Wealth Management LLC, an independent firm he has led since 2021. Prior to founding his firm, he worked at LWS Wealth Advisors, Inc. from 2015 to 2020. Marc Alan Wealth Management LLC serves individuals, trusts, estates, and small businesses with customized wealth management, discretionary portfolio management, and financial planning. The firm employs a fundamental, long-term investment approach using ETFs, mutual funds, individual securities, and occasionally more complex instruments, operating under a fiduciary standard.

Kenneth Gibbons is a financial advisor at Financial Engineering LLC in Sparta, NJ, with six years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors LLC, David Gerson CPA, and Professional and Reliable Accounting Services LLC. In addition to his advisory role, he owns Financial Strategies LLC, an insurance and annuities business. Financial Engineering LLC serves individuals, families, business owners, and pension/retirement plan sponsors with financial planning, investment advisory services using third-party managers, and retirement-plan consulting. The firm combines accounting and tax preparation services with financial planning and offers insurance and annuity products through an affiliated insurance practice.

Jonathan Le Var is a CFP® professional with 16 years of industry experience. He has worked at Roxbury Financial since 2018 and previously at Advisory Services Network, LLC and Edward Jones. He is also licensed as an insurance agent and offers insurance products on a limited basis. Roxbury Financial serves individual clients, including high-net-worth households, and institutional clients such as pension and profit-sharing plans. The firm employs a tactical allocation strategy using fundamental and cyclical analysis, and incorporates margin and option strategies in separately managed accounts, while also providing plan-sponsor consulting services.

Heather Le Var is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Roxbury Financial since 2024. Prior to joining Roxbury, she worked at Advisory Services Network, LLC from 2021 to 2024 and Edward Jones from 2015 to 2021. Roxbury Financial advises both individual clients, including high-net-worth households, and institutional clients such as pension and profit-sharing plans. The firm employs a tactical allocation strategy using fundamental and cyclical analysis, with portfolio management that includes margin and option strategies, as well as diversified instruments like partnership interests and hedging with cash positions.

John Fredrick is a ChFC®-designated financial advisor with 44 years of experience. He has worked at RockCrest Financial LLC since 2019 and previously held roles at Cypress Financial Planning and Cambridge Investment Research Advisors. RockCrest Financial is a fiduciary-registered advisory firm serving individuals, families, trusts, and select business and charitable entities. The firm provides discretionary investment management, standalone private-markets consulting focused on 1031 DSTs and Opportunity Zone investments, and comprehensive financial planning with integrated investment management under a flat-fee model.

Francis Den Dulk is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at AEM Asset Management, LLC since 2020 and previously at RRBB Asset Management, LLC from 2017 to 2020. AEM Asset Management, LLC provides investment advisory services to individuals, charitable organizations, and corporations, offering discretionary portfolio management and financial planning. The firm uses a combination of third-party money managers and model portfolios across various asset classes and employs both technical and fundamental analysis tailored to client objectives.

Linda Kalata is a financial advisor with BPP Wealth Solutions, LLC, holding Series 63 and Series 66 licenses and 34 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America, N.A. She is based in Denville, NJ. BPP Wealth Solutions provides financial planning and investment management services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm’s investment approach focuses on asset allocation, diversification, and volatility management, with portfolios tailored to clients’ risk tolerances and regularly reviewed.

David Vollmer is a CFA® charterholder with 22 years of industry experience. He is affiliated with Precision Financial Services and PFS Partners, LLC, where he has worked since 2006 and 2008 respectively, and previously spent one year at Leigh Baldwin & Co., LLC. Outside of his advisory work, he owns a fixed insurance business. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and allocations to independent managers and private funds.

Cal Cacciaguida is a CFP® professional with seven years of experience in financial advising. He is currently with Sterling Financial Planning Inc, where he has worked since 2023. His prior experience includes roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, and Morgan Stanley. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, trusts, and estates. The firm offers portfolio management and retirement plan consulting, tailoring investment programs using a mix of fundamental and technical analysis across various securities.

David Gorman is a financial advisor with Precision Financial Services and holds a Series 66 designation. He has 18 years of industry experience and has been associated with Leigh Baldwin & Co., LLC since 2015 and PFS Partners, LLC since 2013. Outside of his advisory work, he serves as a coach at the Randolph YMCA. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, and options, and incorporates third-party managers and private funds following due diligence.

Matthew Hannum is a CFP®, CFA®, and Series 66 registered advisor with 21 years of industry experience. He has been with Sterling Financial Planning Inc since 2003. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. Sterling Financial Planning manages approximately $672 million and employs a range of investment strategies across mutual funds, ETFs, and individual securities.

Ross Weiner is a CFP® professional with 17 years of industry experience. He has been with Sterling Financial Group since 2007. Sterling Financial Planning serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $672 million and employs a tailored investment approach using mutual funds, ETFs, and individual securities, leveraging institutional research and technology through major custodians.

Raymond Vanhoorebeke is a financial advisor at Black Coral Financial Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Black Coral since 2010. Black Coral Financial Advisors manages approximately $936 million in client assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm combines portfolio management teams, model allocations, and third-party manager recommendations with individualized planning that incorporates asset allocation, tax, and estate considerations, and offers comprehensive financial counseling including tax preparation and connections to accounting specialists.

Nicholas Nicolette is a CFP® professional with over 21 years of industry experience. He has been with Sterling Financial Planning Inc. and Sterling Financial Group, Inc. since 1992 and has been self-employed since 1982. Sterling Financial Planning serves individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a range of investment strategies and leverages institutional research and technology from major custodians such as Schwab and Fidelity.

Martial Frindethie is a financial advisor at The Millstone Evans Group, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Raymond James & Associates, Inc. for ten years before joining his current firm. The Millstone Evans Group serves individuals, including high net worth clients, as well as trusts, charitable organizations, and other entities, offering portfolio management, financial planning, and advisory services. The firm employs a comprehensive investment process incorporating fundamental, technical, and ESG analysis, utilizing mutual funds, ETFs, stocks, fixed income, and tailored strategies such as options and structured notes.