John Macmillan is the sole advisor at Macmillan Financial LLC in Annandale, NJ, holding Series 63 and Series 65 designations with 20 years of industry experience. He has worked at Macmillan Agencies since 2006. Macmillan Financial provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, businesses, charities, and trusts. The firm follows a fundamental, research-driven approach that emphasizes long-term investing while allowing short-term trades when appropriate, managing client accounts with limited discretionary authority.

Douglas Robb Jr. is a financial advisor at ABC Wealth Inc with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including CUSO Financial Services, Lincoln Financial Distributors, and LPL Financial. He also operates a sole proprietorship as an 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 and uses sub-advisors and third-party managers to tailor portfolios to clients’ goals, providing financial planning at no additional cost.

Robert Stickel is a CFP® and CPA with 29 years of experience in the financial advisory industry. He is the sole advisor at RLS Financial Services, an independent firm he has operated since 2011. Prior to that, he held positions at Avantax Advisory Services and Avantax Investment Services Inc for over two decades. In addition to his advisory work, Stickel provides tax preparation, accounting, and insurance services including Medicare supplement, life, disability, and long-term care insurance. RLS Financial Services offers financial planning and portfolio management primarily to individuals and high-net-worth clients. The firm emphasizes fundamental research and manages wrap fee accounts alongside non-wrap accounts, operating mainly on a non-discretionary basis to allow clients to retain decision-making authority.

Michael Marino is a CFP® professional with 29 years of industry experience, currently serving as the sole advisor at The Financial Planning Center, LLC. His prior roles include positions at Lotus Investment Advisors, Empire Asset Management Company, Divine Asset Management, LPL Financial, and Guardian Life. Outside of his advisory work, Marino is president of the Washington Township Police Foundation, a nonprofit supporting the local police department. The Financial Planning Center, LLC is an independent registered investment adviser serving individuals, families, and business owners with discretionary and non-discretionary portfolio management and comprehensive financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop personalized investment policies and provides ongoing fiduciary oversight and consolidated reporting.

Brent Chavez is a financial advisor at Aequitas Equitas Wealth Management LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Motiv8 Investments LLC and Brokers International Financial Services. Outside of finance, he is a partial owner of an automotive refinishing business serving new car dealerships. Aequitas Equitas Wealth Management LLC is a state-registered investment adviser serving individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based approach with global diversification and utilizes mutual funds, ETFs, individual securities, and, when appropriate, leveraged investments, margin, and options, according to client risk tolerance.

Matthew Sheridan is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Vista Financial Services LLC since 2012. Outside of his advisory role, he is involved in Sheridan Communications, Inc., a company providing printing and shipping services where he manages pricing formulas to improve billing efficiency. Vista Financial Services offers discretionary portfolio management and advisory services to individual and high-net-worth clients, focusing on equities, bonds, fixed income, ETFs, and government securities. The firm employs a combination of fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies, including higher-risk techniques such as short sales and options writing.

Mark Schultz is a financial advisor at Investment Capital Management, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked in various capacities since 1987, including roles at Almax Financial Solutions and founding Generations to Come, Inc., a business that provides mathematical computations for estimating future expenses such as retirement and college costs. He serves as owner and president of Generations to Come. Investment Capital Management, Inc. serves individuals and high-net-worth clients, managing approximately $6 million primarily through discretionary management of mutual funds and variable annuity subaccounts. The firm’s investment approach relies on trend analysis and technical tools to balance risk and returns, and it frequently begins client relationships with brokerage purchases before moving to advisory contracts.

Anthony Locascio is a CFP® professional with over 43 years of experience in financial services. He is the sole advisor at Investment Capital Advisors, a firm he has led since 2018. His prior work includes roles at Kovack Advisors and Kovack Securities, as well as operating his own consulting and insurance agencies. Outside of his advisory work, Locascio is an author of a children's book and performs as a stand-up comedian. Investment Capital Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm emphasizes a strategic asset allocation approach using fundamental, technical, and cyclical analysis, managing primarily long-term, income-focused portfolios through its own wrap fee program without third-party asset managers.

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Amit Singhal is a financial advisor at Mantrana Advisors with one year of industry experience. He holds a Series 65 designation and concurrently works full time in business and account management at BASF Corporation, a global chemical company. Mantrana Advisors provides financial planning services to individuals, high-net-worth clients, small businesses, and families caring for persons with special needs. The firm operates on a fee-only basis without managing client assets, offering investment recommendations as part of comprehensive plans using a combination of fundamental analysis and passive and active asset allocation strategies.

Brad Schaeffer is the principal of Schaeffer Financial & Tax, LLC in Easton, PA, holding a Series 65 credential with nine years of industry experience. He has served as an owner and accountant at Schaeffer Financial & Tax since 2006 and previously worked at Crayola, LLC for 13 years. Outside of his advisory work, he has experience in small business and non-profit accounting, including tax return preparation. Schaeffer Financial & Tax provides discretionary investment management and limited-scope consulting primarily to individuals and families, as well as non-profit organizations, business entities, estates, and trusts. The firm integrates strategic asset allocation across low-cost ETFs and mutual funds with accounting and tax preparation services.

Jonathan Guzman is a financial advisor at RANDA Wealth Strategies in Easton, PA, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has worked at several firms including Eagle Strategies and Nylife Securities and operates several insurance brokering entities. Additionally, he owns MoneyGuia LLC, a fintech platform focused on financial education and digital content creation. RANDA Wealth Strategies offers non-discretionary portfolio management and tiered financial planning services to individuals, retirement plans, trusts, estates, and businesses. The firm provides ERISA plan consulting and combines pension consulting with an affiliated insurance brokerage practice.

David Cooley is a financial advisor at Covered Bridge Financial LLC with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked as an independent insurance agent for 12 years. Covered Bridge Financial LLC provides discretionary investment management and financial planning services primarily to individuals, high-net-worth individuals, and trusts. The firm uses a combination of fundamental and technical analysis with a long-term focus and incorporates a variety of investment instruments, including low-cost mutual funds, ETFs, individual stocks and bonds, as well as more complex strategies when appropriate.

Jason La Vigne is a CFP® professional with 24 years of experience in the financial services industry. He is the principal and sole advisor at Blue Water Financial Investor Coaching, LLC and has previously worked at Triad Advisors, Inc. and OSAIC. Outside of his advisory work, he is also a part-time actor. Blue Water Financial Investor Coaching, LLC serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm provides investment advisory services primarily through a co-advisory relationship with Matson Money, focusing on non-discretionary asset allocation and portfolio management, pension consulting, and investor-education workshops.

Victor Vuskalns is a financial advisor at Tango Capital Management, LLC, holding a Series 63 designation with 27 years of industry experience. He has been with both Auerbach, Pollak & Richardson Inc. and Tango Capital Management since 1999. Tango Capital Management provides discretionary, fee-only investment management to individual and high-net-worth clients, focusing on portfolio construction, monitoring, and rebalancing. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and options, and operates with principal involvement in client accounts at a modest scale.

William Hines III is a financial advisor at Emancipare Investment Advisors with five years of industry experience. He holds a Series 65 designation and previously worked at Money Coach Group, Inc. and International Business Machines Corporation. Outside of his advisory work, he is president of Wild Lake LLC, a publishing entity from which he receives royalty income. Emancipare Investment Advisors is an independent firm serving individual clients, including those nearing or in retirement, with comprehensive financial planning and investment consultation. The firm operates on a fee-only basis without managing client assets and emphasizes written investment guidelines and low-cost passive investments.

Nick Guida is a financial advisor at Guidance Wealth Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at A Better Way Financial, LLC and Retirement Wealth Advisors, Inc. Outside of advising, Guida is a published author of financial articles for outlets including Forbes and Fortune.com and is involved in a solar equipment purchasing venture. Guidance Wealth Advisors LLC provides discretionary wealth management and comprehensive financial planning primarily to individual clients, including high-net-worth households, as well as business, foundation, and charitable accounts. The firm employs tailored investment strategies using diversified allocations and specialized tools such as direct indexing and options collars.

Sara Solano is a financial advisor at LodeStar Advisory Group, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Lotus Learning Group. LodeStar Advisory Group is a fee-only wealth management firm serving individuals, trusts, estates, corporations, and charitable organizations. The firm uses a blend of tailored asset allocation, macroeconomic analysis, and tactical strategies including margin and options for portfolio management.

Michael Dudes is a financial advisor at Pleasantdale Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. He has been with Pleasantdale Wealth Management since 2019 and previously worked at American Portfolios from 2016 to 2019. Pleasantdale Wealth Management provides discretionary asset management, hourly financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and corporate plan sponsors. The firm uses fundamental security analysis combined with tactical asset allocation and manages portfolios on a discretionary basis with periodic rebalancing and tax-loss harvesting.

Joseph Orlandi is an advisor at Tango Capital Management, LLC, holding a Series 65 credential with one year of industry experience. His background includes military service from 2018 to 2022 and three years at Rutgers University prior to joining Tango Capital Management. Tango Capital Management is a small, independent registered investment adviser that offers discretionary portfolio management to individual and high-net-worth clients. The firm focuses on investment management across various asset classes and employs both long- and short-term trading strategies, including options, while excluding comprehensive financial planning and estate or insurance services.