David Lazzaro is a financial advisor at Stirlingshire Investments with over 31 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. His prior experience includes roles at Money Concepts Capital Corp., H. Beck, Inc., and mortgage-related firms. Outside of his advisory work, he serves as a board member on the supervisory committee at Lakehurst Naval Federal Credit Union and manages DJL Wealth Management, LLC, which provides business consulting and commercial financial services. Stirlingshire Investments offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high-net-worth clients. The firm employs multiple analytical methods and a range of investment strategies, providing access to diverse investment types and model strategies through the Advyzon marketplace.

Thomas Mcneill is a financial advisor with Asset Management Services Group, Inc. in Toms River, NJ. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Asset Management Services Group, Inc. since 1996 and has been self-employed since 1978. Asset Management Services Group, Inc. advises individual and business clients and manages risk-focused mutual fund and variable annuity portfolios used in various retirement and tax-advantaged accounts. The firm employs a combination of Modern Portfolio Theory and active market timing through a Price Trend Management process, providing continual oversight and buy-sell decisions aimed at downside protection.

Dennis O'Brien is a financial advisor at Coastal Financial Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been involved in business consulting through Coastal Business Services, LLC, where he serves as president. Coastal Financial Advisors, Inc. is an independent, fee-only registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and portfolio management with a goal-based, individualized investment approach, and also provides fiduciary services for ERISA retirement plans and nonprofit endowments.

As a true fiduciary and fee-only CFP®, Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. She works with clients virtually nationwide and in-person in New Hampshire and New Jersey. Her background in education - teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. Her passion lies in helping others make complicated financial decisions including whether to sell company stock, when to retire, and how to handle competing priorities such as funding kids' education, paying off debt, and saving for the future. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.

Chaim Gulkowitz is an advisor at Mynad LLC with four years of industry experience. He previously worked at HGI Capital for four years and has over a decade of experience from his time at ESsutton. Mynad LLC provides discretionary portfolio management primarily for high-net-worth individuals and charitable organizations. The firm employs a combination of charting, cyclical, fundamental, and technical analysis across various asset classes and offers both long-term and short-term trading strategies.

Howard Shemitz is a CFP® professional with 21 years of industry experience. He has been with Integrated Asset Management, Inc. since 1991. The firm provides discretionary and non-discretionary investment advisory services and standalone financial planning to individuals, high-net-worth clients, and sponsors of pension and profit-sharing plans. Integrated Asset Management employs a range of strategies including long-term, short-term, and trading approaches, and offers pension consulting and participant education as part of its services.

Mark Samel is a CFP® professional with 19 years of industry experience. He is the sole advisor at Choice Asset Management LLC, an independent registered investment adviser based in Lakewood, NJ. In addition to his advisory role, he has taught at Yeshivat Keter Torah since 2012. Choice Asset Management provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, foundations, trusts, and corporate pension and profit-sharing plans. The firm emphasizes a systematic asset-allocation approach using primarily mutual funds and ETFs, tailoring portfolios to client objectives and risk parameters.

Chaim Gewirtz is a financial advisor at Lakewealth Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Lakewealth Capital since 2018. He also has a long-standing involvement with B & H Investing, LLC since 2010. Lakewealth Capital provides discretionary investment management and related services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines factor-driven and quantitative value stock selection with special-situations investing, supported by tactical asset allocation and adaptive hedging.

Robert Marino is a financial advisor with DTM Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with DTM Advisory Group since 2015. In addition to his advisory role, Marino is independently licensed to sell insurance and annuity products, including Medicare, long-term care, and property and casualty insurance. DTM Advisory Group LLC provides discretionary portfolio management and written financial planning services primarily to individual clients. The firm employs a value-oriented, long-term investment approach that combines fundamental analysis and charting with strategic and tactical asset allocation tailored to clients’ objectives.

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.

Jesse Celeste is a financial advisor at Artistic Wealth with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Santander Bank, and the Army National Guard. He also maintains an active New Jersey insurance producer license. Artistic Wealth Strategies is a fee-only registered investment adviser serving plan sponsors, institutional clients, and individuals through investment management, financial planning, and retirement plan consulting. The firm employs a blend of passive and active strategies guided by modern portfolio theory and utilizes third-party managers and model platforms for implementation and oversight.

Robert Rewey is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Rewey Asset Management and previously worked at Advisory Services Network, LLC and Third Avenue Management. Rewey Asset Management provides discretionary investment advice and portfolio management primarily to individuals, trusts, and estates, including high-net-worth clients. The firm employs a range of investment approaches using individual equities and fixed-income instruments, manages a relatively concentrated asset base, and offers specialized services such as a Life Sciences Program and written investment policy statements for foundations and nonprofits.

Leonard Loesch is a financial advisor at Beneficial Investment Advisory with 24 years of industry experience. He previously worked at Wells Fargo Advisors and Ameriprise Financial Services, LLC. Loesch also owns and operates a tax and bookkeeping business, Beneficial Tax Advisory. Beneficial Investment Advisory provides ongoing portfolio management and investment services primarily to individual clients, focusing on long-term strategies that combine fundamental and technical analysis. The firm prepares written Investment Policy Statements and operates under ERISA fiduciary standards for retirement accounts.

Richard Opong is the principal advisor at White Star Financial LLC in Toms River, NJ, holding Series 63 and Series 65 designations with 28 years of industry experience. He has operated as a sole proprietor since 1991 and owns Wall Street Nutrition LLC, a nutrition and fitness services business. White Star Financial LLC provides discretionary asset management services to individuals, high-net-worth investors, and business entities, tailoring portfolios to client goals and risk tolerances using fundamental, technical, and cyclical analyses. The firm is recently established with a single advisor and no assets under management as of the end of 2025.

Anthony Durkin is the principal advisor at Durkin Investment Group, LLC, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has operated his own firm since 2013. In addition to his advisory role, Durkin provides revenue and accounts receivable consulting services outside of the investment industry. Durkin Investment Group, LLC offers discretionary investment supervisory services to individuals, high-net-worth clients, and trusts. The firm employs a combination of charting, fundamental, and technical analysis to construct diversified portfolios, primarily using mutual funds and ETFs, with regular account reviews and rebalancing.

Martin Scott is a CFP® and Series 66-registered advisor with 12 years of industry experience. He is currently affiliated with Lasting Wealth Principles, LLC, an independent firm he has been with since 2020. Prior to this, he held positions at Zynergy Retirement Planning, The GenWealth Group, Purshe Kaplan Sterling Investments, Park Avenue Securities, and Guardian Life. Lasting Wealth Principles, LLC provides ongoing investment management and comprehensive financial planning to individual clients. The firm primarily employs a passive investment approach, constructing diversified portfolios using index mutual funds and ETFs, and utilizes third-party model portfolios and tax management tools through Altruist’s Model Marketplace.

James Bernstein is a Series 65 licensed financial advisor with 12 years of industry experience. He is the sole advisor at QEX Asset Management LLC and has worked at Coastal Trade Securities since 2011 and Windsor Financial Research, LLC since 1995. Outside of finance, he owns Prime Green Coffee, a business that sells unroasted coffee to home roasters. QEX Asset Management LLC serves institutional investors and high-net-worth individuals with separately managed accounts and financial planning services. The firm employs systematic, model-driven strategies in high-yield fixed income and equity momentum trading, utilizing technical and quantitative analysis alongside third-party signal models.

Robert Nahum is a CFP® professional with 21 years of industry experience, currently serving at Nisman Investment Services Inc. in Lakewood, NJ, where he has worked since 1993. He also operates an accounting and tax firm, where he acts as president. Nisman Investment Services provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and retirement plans. The firm manages tailored portfolios focused on equities, mutual funds, and ETFs, aligning investment strategies with client objectives and risk tolerance.

Abraham Ades is the principal of Ades Wealth Management Inc. in Allenhurst, NJ, with nine years of industry experience. He holds a Series 65 credential and has been involved in various business ventures since the early 1990s, including retail jewelry sales and real estate consulting. Ades also manages several real estate investment entities. Ades Wealth Management provides fee-based, discretionary portfolio management services primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory. The firm employs a range of strategies including trading and option writing, and incorporates real estate consulting as part of its service offering.

Paul Impellizeri is the principal and sole advisor at Cascio Wealth Management, an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to founding Cascio Wealth Management in 2021, he worked at Private Advisor Group, LLC and LPL from 2012 to 2021. Cascio Wealth Management provides portfolio management services to individuals, high-net-worth clients, corporations, and business entities. The firm employs modern portfolio theory and a long-term trading approach to tailor diversified portfolios across mutual funds, ETFs, equities, fixed income, and insurance products, with regular portfolio reviews and discretionary management.