Marc Lescarret is a CFP®-certified financial advisor with over twenty years of experience in investments and tax mitigation. He is the sole advisor at Marc Alan Wealth Management LLC, an independent firm he has led since 2021. Before founding his firm, he worked in investment research and served high-net-worth individuals. Marc Alan Wealth Management LLC serves high-net-worth individuals, especially landlords and wealthy individuals who prioritize advanced tax mitigation and need the oversight of a fiduciary who does not collect Referral fees from agents he recommends or commissions from products he sells. My niche is: 1. Insane portfolio tax avoidance 2. Real Estate and Landlord tax shelters 3. FEE Only, so no product pays me a commission, and I take that step further so no person pays me any referral fee, aka a personal advocate and fiduciary Who I serve: I primarily serve landlords and tax concerned individuals age 40+ who have a net worth of over one million. You are never alone, we own your problems with you and tackle them together.

Tibor Dani is a CFP® professional with 23 years of experience in financial services. He is the founder of Wealthness LLC and has previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of advising, he serves as a business consultant through Monetare LLC and hosts a talk show interviewing successful family business owners via Family Business Media. Wealthness LLC provides holistic wealth management to individuals, business-owning families, high-net-worth individuals, trusts, nonprofit organizations, and business entities. The firm offers comprehensive financial planning, asset management, business wealth consulting, and retirement plan consulting, including specialized services for qualified plans and held-away accounts.

Raul Berina is a financial advisor at Magellan Financial Solutions LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Berina provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC offers discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, emphasizing capital preservation and behavioral economics while employing strategies such as margin and options trading tailored to client goals.

Austin Neary is the sole advisor at Plan2Prosper LLC, an independent firm based in Andover, NJ. He holds a Series 66 designation and has 18 years of industry experience, including time at UBS Financial Services. Neary has managed Plan2Prosper LLC since 2009. Plan2Prosper LLC offers integrated wealth management and financial planning for individuals, families, charitable trusts, and small businesses. The firm employs an investment approach based on academic research and efficient-market principles, focusing on diversified portfolios primarily composed of mutual funds and ETFs, and provides non-discretionary advisory services.

Harold Wachtel is the owner of Wachtel Capital Advisors, LLC and holds a Series 66 designation with 23 years of industry experience. He has worked at Aurora Private Wealth, APW Capital, Inc., and Fortune Financial Services, Inc. prior to founding his advisory firm in 2009. Wachtel Capital Advisors, LLC provides portfolio management and advisory services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and pension or profit-sharing plan clients. The firm uses fundamental analysis and modern portfolio theory to manage discretionary accounts, often employing ETFs, mutual funds, fixed income, equities, and occasionally margin and options strategies.

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 Durant is a CFP® professional with 26 years of industry experience. He is the sole advisor at Durant Financial Planning LLC, an independent firm he has led since 2019. Prior to founding his firm, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisers. Durant Financial Planning LLC serves individual clients, including both non-high-net-worth and high-net-worth households, managing approximately $22.2 million across about 54 accounts. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial planning, primarily focusing on mutual funds and exchange-traded funds through firm-developed model portfolios and a range of investment strategies.

Steven Kampschmidt is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to assisting individuals and families in their pursuit of financial freedom. After establishing a practice within Merrill Lynch, he had an increasing desire to service his clients in a way that was unavailable at almost all other firms within the industry. It was at this point that he opted to create something new, and thus Freedom Found Financial was born. Steven also has his MBA in finance and economics from the Rochester Institute of Technology. He currently resides in Boonton, NJ with his wife Jessica, his two daughters Adeline and Evelyn, as well as his two dogs Meadow and Summer. He enjoys spending time with his family and friends. He also uses his free time training Brazilian Jiu-Jitsu, playing beach volleyball down the shore, and snowboarding during the winter months.

Zoriana Stawnychy is a CFP® professional with 47 years of industry experience. She has been with Stawnychy Financial Services, Inc. since 1991 and also worked with SAX Wealth Advisors, LLC from 2026. Stawnychy Financial Services provides fee-based investment advisory and comprehensive financial planning to individuals, small businesses, charitable organizations, and municipal governments. The firm offers qualified retirement plan consulting and manages portfolios using a tactical allocation strategy with a broad range of investment instruments, including equities, municipal securities, corporate debt, and options.

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.

Amanda McGrath is a CFP® with 16 years of experience in the financial industry. She has worked at Asset Advisory Group, Inc. since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company AM. Asset Advisory Group serves individuals, including high-net-worth clients, as well as institutional and business entities, providing personalized financial planning and asset management on a fee-only basis. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis, managing portfolios on both discretionary and nondiscretionary bases.

Paul Zoch is a CFP® professional with over 31 years of industry experience, currently serving at Asset Advisory Group, Inc. since 1994. He holds a Series 63 license and is based in Kinnelon, NJ. Outside of his advisory role, he is involved in life, health, and disability product sales through various insurance carriers. Asset Advisory Group, Inc. provides comprehensive financial planning and asset management services to individual and institutional clients, including pension plans, trusts, estates, and charitable organizations. The firm uses a long-term, research-supported investment approach primarily employing mutual funds and ETFs, and manages approximately $480 million in assets across two advisors.

Cal Cacciaguida is a CFP® professional with eight years of experience currently at Sterling Financial Planning Inc. He has held roles at Summit Financial, Purshe Kaplan Sterling Investments, and Morgan Stanley, among other firms. Sterling Financial Planning is a team-based registered investment adviser with eight advisors managing approximately $761 million in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering portfolio management, retirement plan consulting, and financial planning services tailored to each client’s objectives and risk tolerance.

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.

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.

Glen Thomas is a CFA® charterholder with 19 years of industry experience. He has been with Sterling Financial Planning Inc and Sterling Financial Group, Inc. since 2001. Sterling Financial Planning serves individuals and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting under ERISA. The firm manages approximately $672 million across client accounts and employs a mix of fundamental and technical analysis with various investment strategies.

Deanna Iannuzzi is a financial advisor at Sterling Financial Planning Inc with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Sterling Financial Group since 2002. Outside of her advisory role, she works as an independent sales representative for Avon Products. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of investment strategies across mutual funds, ETFs, and individual securities, leveraging institutional research and technology through major custodians.

Richard Sanchez is a financial advisor at Sterling Financial Planning Inc with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securities America Advisors, Kestra Advisory Services, and Avantax Advisory Services. Sanchez is based in Sparta, NJ, and is part of a seven-advisor team. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and typically uses major custodians like Schwab and Fidelity to support its clients’ objectives.