Allan Katz is a financial advisor at Stirlingshire Investments with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stirlingshire RIA LLC and Stirlingshire BD LLC since 2023, in addition to serving as president of Comprehensive Wealth Management Group, LLC since 2007. Outside of finance, Katz is a freelance trombone player and owns a model train business. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach that includes quantitative, fundamental, and technical analysis, offering a range of investment vehicles and model strategies through the Advyzon marketplace.

Tomas Geoghegan is a CFP® and Series 66–registered financial advisor with 23 years of industry experience. He has been with Beacon Hill Private Wealth LLC since 2016, where he is the sole advisor. The firm provides comprehensive wealth management and planning services to individuals, high-net-worth families, trusts, institutions, and businesses. Beacon Hill employs an evidence-based, largely passive investment approach focused on global diversification, modest factor tilts, and high-quality fixed income to manage portfolio volatility, and it offers distinctive pension-consulting services including plan investment platform analysis and participant education.

Timothy Moran is a CFP® and holds the Series 66 designation, with 11 years of industry experience. He currently works at Condor Capital Wealth Management and has previously held roles at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments LLC, and Edward Jones. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs that include discretionary and non-discretionary portfolio management, financial planning, and specialized services such as pension plan consulting and direct indexing, incorporating advanced tools like AI to support adviser analysis.

Kyle Medric is a financial advisor with Equitable Advisors, holding Series 7, 63 and Series 65 licenses and having two years of industry experience. Prior to joining Equitable Advisors, he worked as an independent contractor and held various roles including tech support for a Swiss manufacturing company and working for Verizon. Inside of financial advising, he is available for in-home visit services as well as virtual and office meetings. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Matthew Wright is the principal of WRIGHT Investment Partners LLC and holds a Series 65 designation with nine years of industry experience. He has led Wright Investment Partners since 2016. Outside of advisory work, he is involved as a principal in a business that owns a small class C office building. Wright Investment Partners LLC provides portfolio management services to individual and high-net-worth clients, typically operating under discretionary authority. The firm uses a blend of fundamental and quantitative analysis to guide investment decisions, focusing on equities and diversified through mutual funds, fixed-income securities, ETFs, annuities, and non-U.S. securities.

Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at firms including LPL Enterprise LLC, Better Options LLC, Alight Financial, USAA Financial Advisors, and Mass Mutual Investors Services. Aliya Financial is an independent investment adviser serving individuals, families, trusts, estates, and small business owners. The firm offers integrated financial planning and investment management using both quantitative and qualitative analysis, managing diversified portfolios and options-based income strategies while avoiding uncovered options and margin.

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

David Steiner is the principal and sole advisor at Purple Dog Investments LLC in Springfield, NJ, holding Series 63 and Series 65 licenses with 30 years of industry experience. He previously worked at Cetera Advisors LLC and Cetera Investment Advisers LLC and is also the owner of Zebulon Tax Advisory LLC, where he provides tax preparation services. In addition, Steiner serves as an adjunct professor at Union County College and holds licenses as a fixed insurance agent, offering life, health, disability, annuities, and long-term care insurance. Purple Dog Investments provides investment advisory and consulting services primarily to individual and high-net-worth clients, utilizing model portfolios on the Charles Schwab platform with a focus on mutual funds and exchange-traded funds. The firm employs discretionary management through predefined model allocations tailored to client objectives and risk tolerances and integrates financial and tax planning alongside investment management.

Danny Saporu is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of New Street Advisors Group LLC, where he has worked since 2019. Prior to founding the firm, he held positions at Credit Suisse Securities (USA) LLC and was affiliated with the University of Chicago Booth. Outside of his advisory role, he engages in media contributions and venture investing activities. New Street Advisors Group LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes tailored investment strategies supported by written Investment Policy Statements and offers educational seminars and workshops alongside ongoing account reviews.

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Joanne Chien is a CFA® charterholder at KinVest Capital Management, Inc. with seven years of industry experience. She has worked exclusively at KinVest since 2019. KinVest Capital Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a documented Investment Policy Statement, applies fundamental, technical, and charting methods, and employs a range of trading strategies including options. It offers both performance-based and asset-based fee arrangements and manages investment decisions internally.

Claudia Mott is a CFP® certificant and Series 63 license holder with 13 years of industry experience. She has been the principal advisor at Epona Financial Solutions since 2010. Epona Financial Solutions is an independent, fee-only firm serving individuals and couples with financial planning, investment management, and divorce settlement analysis. The firm applies Modern Portfolio Theory to create diversified portfolios and specializes in divorce financial planning, providing detailed cash-flow and net-worth projections as part of its services.

J. Manley is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Manley Capital Management, LLC since 2013. Manley Capital Management provides discretionary investment advisory services and financial planning to individuals, trusts, endowments, and other institutions. The firm employs a value-driven, economically balanced asset-allocation strategy that incorporates equities, fixed income, commodities, and currencies, with portfolio adjustments based on market valuation and risk-reward considerations.

John Foligno has 30+ years of professional work and coaching/mentoring experience, which includes over 10 years of running his own business. Through empathy, active listening and thoughtful counsel, he lives his personal mission by inspiring people to overcome the roadblocks that prevent them from accomplishing their goals, and helps them to find enlightenment, fulfillment, and financial well-being. He specializes in supporting high-net-worth households, although he enjoys working with all manner of people. As a business owner, John learned the hard way how much he would have benefited from a financial steward who understands the myriad challenges of running a business. That experience, coupled with his passion for financial planning, enables him to relieve business owners of the day-to-day concerns of reaching their financial goals, which frees them to focus on their growth and ultimate exit strategy. As a graduate of Syracuse University’s Whitman School of Management, John studied finance and marketing. John is a member of NAPFA, whose members completed a broad-based advanced education program in financial planning and are trained to provide coordinated advice on issues surrounding a client’s entire financial picture. When he is not fulfilling his fiduciary obligation of putting his client’s interest first, John is sharing time with his wife, Michelle, his daughter, Ruby, and their golden retriever, Honey. He enjoys a healthy lifestyle of strength conditioning and hiking as well as watching sports and reading. John is a first-degree black belt in Goju karate that guides his disciplined approach. He volunteers his time for the honor of helping people with limited financial education to make more informed decisions and has been featured in financial planning media journals to share his insights.

Uday Gogate is the sole advisor at Gogate, Uday S., an independent firm based in North Brunswick, NJ. He holds a Series 65 credential and has 16 years of industry experience, having led his firm since 2009. The firm provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and corporations. It focuses on tailored asset allocation and income-generating securities, managing approximately $26 million across a small client base with a relatively high account minimum.

Sylvester Knox is the principal of The Knox Group Wealth Management, an independent firm based in Short Hills, NJ. He holds Series 63 and Series 65 licenses and has 36 years of experience in the financial industry, including previous roles at Merrill and Bank of America. Knox serves as an advisory board member for Newark Emergency Services for Families, a nonprofit organization focused on feeding and caring for the homeless. The Knox Group Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach emphasizes mid- and large-cap equities through a blend of fundamental screening and technical timing, managing portfolios on a discretionary basis with a mix of ETFs, mutual funds, and individual securities.

Eric Nelson is the sole advisor at Abe Capital Management, LLC, where he has provided investment advisory services since 2010. He holds a Series 65 credential and has 16 years of industry experience. Prior to founding Abe Capital Management, his professional background details are not disclosed. Abe Capital Management offers discretionary asset management to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a blend of fundamental, technical, charting, and cyclical analysis to manage portfolios composed of equities, bonds, ETFs, mutual funds, options, and private investments, while providing continuous supervision and quarterly reporting.

Matthew Howard is the sole advisor at Howard-Martin Capital Group, LLC, an independent firm based in Parlin, NJ. He holds a Series 65 designation and has 12 years of industry experience. Since founding the firm in 2013, he has focused on serving individual investors as well as charitable and business organizations. Howard-Martin Capital Group provides investment planning, portfolio management, and investment vehicle analysis, applying both fundamental and technical analysis alongside proprietary methods. The firm operates under a fiduciary standard, emphasizes low-cost implementation, and primarily offers non-discretionary portfolio management while utilizing both institutional and automated platforms for strategy execution.