Alphonse Procaccino is a CFP® with 46 years of industry experience, currently serving as the sole advisor at Castle Financial & Retirement Planning Associates Inc. He has worked at several firms, including The Leaders Group Inc, Modern Capital Securities, and IMST Distributors, LLC, before a long tenure at Castle Financial starting in 1992. Castle Financial & Retirement Planning Associates serves individuals, retirement plans, trusts, and corporations, managing approximately $108 million for around 146 clients. The firm employs a conservative tactical asset allocation strategy combining fundamental, technical, and cyclical analysis, utilizing various investment vehicles and third-party research sources to guide its portfolio management.

Steven Gitter is a financial advisor at PureVest with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Voya Financial Advisors and Cetera Advisor Networks. Outside of his advisory role, he is involved in managing Door Clipper Inc., a local advertising and coupon business. PureVest provides comprehensive asset management and integrated financial planning primarily for individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes non-discretionary portfolio management with services including personalized asset allocation, retirement plan consulting, and ongoing portfolio monitoring.

Luis Dacosta is a CFP® professional with 25 years of experience in the financial services industry and has been with LPL Financial since 2005. He is based in Caldwell, NJ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a family construction business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research from LPL Research and third-party subadvisors.

Anthony Calabrese is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2005. He has engaged in various insurance-related business activities, including managing group health and non-variable insurance products. Outside of financial advising, he serves as president and coach of The Full Kourt Academy Basketball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Charles Brewster is a CFP® professional with 24 years of experience in financial advising. He has been with Brewster Financial Planning LLC since 2007, where he is a principal. The firm provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Brewster Financial Planning operates as a fee-only, SEC-registered adviser that employs goal-based investment policy statements and primarily uses passively managed index funds and ETFs to build globally diversified portfolios.

Frank Fernandez is a CFP® with seven years of industry experience, currently serving as a financial advisor at PCB Capital LLC. His prior roles include positions at Weingarten Associates LLC and Omni 360 Wealth, Inc. He holds the Series 65 license as well. PCB Capital LLC provides wealth management and financial planning services to individuals—including high-net-worth clients—as well as small businesses, trusts, estates, and non-profits. The firm combines fundamental and technical analysis with asset-allocation principles and modern portfolio theory, utilizing both in-house model portfolios and recommended independent managers.

Kenneth Shapiro is a CFP® with 24 years of industry experience and has operated Kenneth B. Shapiro & Co., Inc. since 1982. He is affiliated with Shapiro Financial Security Group, Inc., a supported firm. Outside of advising, he is involved with an accounting firm. Shapiro Financial Security Group provides financial planning, consulting, and investment management primarily for individual clients. The firm integrates tax preparation and bookkeeping services alongside portfolio management and offers educational seminars and workshops to its clients.

Thomas Yorke is a CFP® with 38 years of industry experience and has been with Oceanic Capital Management LLC since 2008. He is also a licensed insurance producer in New Jersey. Oceanic Capital Management provides investment supervisory services and financial planning to both individual and institutional clients. The firm employs diversified, multi-asset allocation models and combines fundamental and technical analysis, offering discretionary and non-discretionary management tailored to individual risk profiles.

Charles Harris is a financial advisor at H&S Tax and Wealth Advisors LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with H&S Tax and Wealth Advisors since 2017. In addition to his advisory role, Harris is a partner and Certified Public Accountant at H&S Tax Associates LLC, where he is involved in tax preparation and accounting activities. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm employs a combination of modern portfolio theory and technical analysis, offers customized and model portfolios, and integrates tax and accounting services through its affiliated CPA practice.

Matthew Mcnelis is a financial advisor with Stage Wealth Management, Inc. in Middletown, NJ, holding a Series 66 credential and bringing 11 years of industry experience. His prior firms include Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of his advisory role, he is an assistant varsity basketball coach at Red Bank Catholic High School. Stage Wealth Management serves individuals, pension and profit-sharing plans, corporations, and other business entities with discretionary portfolio management and pension consulting services. The firm integrates fundamental, technical, and charting analyses into tailored investment advice, managing approximately $103 million in discretionary assets across about 200 clients.

Tamir Shabat is a financial advisor at VCP Financial LLC with 17 years of industry experience. He holds a Series 63 designation and has been with VCP Financial since 2013. Outside of his advisory role, Shabat is a co-founder and managing partner of LIFE 143, LLC, which focuses on life and health insurance sales, as well as Vessel Capital Management, LLC, where he is involved in client portfolio management for private funds. VCP Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a range of investment strategies including fundamental, technical, and charting analysis, and manages accounts on both discretionary and non-discretionary bases.

Bhimeswararao Grandhi is a CFA® charterholder with 11 years of industry experience. He is affiliated with IndoUsequities LLC and has worked at Citigroup Global Markets INC since 2006. IndoUsequities LLC provides discretionary investment management to high-net-worth and accredited individuals, family offices, and pooled investment vehicles, focusing on long/short, hedge-fund-style strategies primarily in the technology, media, and telecom sectors. The firm employs a bottom-up, growth-oriented stock-picking process that includes derivatives and selective short positions to manage risk and pursue absolute returns.

Lucas Carey is a CFP® professional with 16 years of industry experience. He worked at Lighthouse Financial Advisors, Inc. for 13 years before joining Shore Financial Planning. Shore Financial Planning is a fee-only, tax-focused advisory firm serving individual clients and families with personalized financial planning and investment management. The firm integrates tax considerations into portfolio construction and employs both qualitative judgment and financial-technology tools to align strategies with clients’ goals and risk tolerances.

Maria Garyfallos is a financial advisor at Tepp Wealth Management with four years of industry experience and a Series 65 credential. She has been with Tepp Wealth Management since 2018 and previously worked at Pantagis Renaissance for 23 years. Tepp Wealth Management serves individuals, high-net-worth families, estates, trusts, retirement plans, and corporate clients, offering investment management and financial planning services. The firm focuses on diversified asset allocation with a combination of strategic and tactical investments and integrates tax planning through an affiliation with Tepp Accounting and Business Services, Inc.

Oscar Casas Jr. is a CFP® with 14 years of industry experience and is currently a principal at Tranquility Path Investment Advisors, LLC. He previously worked at Ernst & Young for eight years. Casas also serves as a volunteer treasurer for a local Cub Scouts pack in Monmouth County, NJ. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to a range of clients including individuals, families, pension plans, and charitable organizations. The firm employs a diversified, passive investment approach based on Modern Portfolio Theory and partners with established sub-advisers such as Dimensional Fund Advisors and Vanguard.

Harvey Kraus is a financial advisor at Walnut Investment Services LLC with 19 years of industry experience. He holds a Series 65 designation and has been a principal and managing partner at Walnut since 2001. In addition to his advisory work, he has maintained an accounting and tax preparation practice since 1980. Walnut Investment Services primarily serves individuals and families, as well as small businesses, pension plans, and trusts, offering fee-only investment advisory and financial planning services. The firm’s approach emphasizes fundamental securities analysis and asset allocation, with a focus on long-term holdings supported by regular account monitoring and use of third-party research.

David Bailin is a financial advisor at CIO Capital Group LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Citi Private Bank and Citigroup Global Markets Inc. CIO Capital Group provides strategic wealth management and investment advisory services exclusively to ultra-high-net-worth individuals, families, and family offices, utilizing institutional-level analytics and a proprietary technology platform to support portfolio construction and risk modeling.

Moses Silver is a financial advisor with Kensington Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Kensington Capital Corp. since 1994 and joined Kensington Wealth Management in 2025. Outside of his advisory role, Silver is involved as a board member with Beis Menachem, attending monthly meetings. Kensington Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, businesses, and charitable organizations, tailoring portfolios based on client risk profiles and utilizing both technical and fundamental analysis.

Bernard Schonfeld is a financial advisor at Schonfeld Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Co. among other roles. Bernard serves on the advisory boards of local community organizations, including Yeshiva & Beth Hamedrash Shaarei Yosher and Cong Yetev Lev 18 Avenue Building. Schonfeld Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting primarily to businesses and employee benefit plans. The firm utilizes third-party platforms like Betterment Advisor Solutions and AssetMark to implement diversified investment strategies and offers plan administration and trustee services alongside custom portfolio construction.

Dhvani Udani is a financial advisor with Unique Financial Advisors LLC holding a Series 65 designation and beginning her career in the industry in 2024. Prior to entering financial services, she worked at Verizon for eight years. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, utilizing a primarily passive investment approach with tax services integrated through a separate tax practice operated by the firm’s principal.