Patrick Weeks is a financial advisor at Epic Wealth Management LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Chelsea Financial Services and Gilder Gagnon Howe & Co. Weeks has also operated W&W Consulting LLC since 2021. Epic Wealth Management provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic approach with a tactical overlay, primarily using model portfolios managed by third-party sub-advisors, and integrates insurance services through affiliated entities.

Gregory Scrofani is a financial advisor with Mezzasalma Advisors in Tinton Falls, NJ, holding a Series 65 credential and nine years of industry experience. His prior roles include positions at Amboy Bank, Sigman Real Estate Partners, and Daiwa Capital Markets America Inc. Mezzasalma Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals and employer plan sponsors, including high-net-worth clients. The firm integrates fundamental, technical, and cyclical analysis to tailor long-term investment strategies aligned with client objectives and maintains affiliations with CPA practices for cross-referrals while keeping services separate.

Michael Welger is a financial advisor with Cornerstone Professional Advisor Services, LLC, holding Series 63 and Series 65 licenses and offering 42 years of industry experience. He has worked at StoneX Securities Inc. since 2014 and has been president of Innovative Financial Concepts, an insurance sales business, since 2010. Welger also serves as co-trustee of a retirement trust and advises a nonprofit pet rescue organization. Cornerstone Professional Advisor Services serves individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations. The firm provides discretionary portfolio management and financial planning, focusing on diversified, asset-allocated portfolios implemented mainly through passive mutual funds, ETFs, and fixed-income securities with a long-term, buy-and-hold strategy.

Brennan Guli is a financial advisor at Lighthouse Financial Advisors, Inc. in Red Bank, NJ, holding a Series 66 designation with 16 years of industry experience. He has been with Lighthouse Financial Advisors since 2013, working as part of a six-advisor team. Lighthouse Financial Advisors serves individual and high-net-worth clients, affiliated trusts and estates, and charitable organizations with comprehensive wealth management, financial planning, retirement-plan consulting, and optional tax-preparation services. The firm emphasizes client-directed implementation and generally allocates assets among mutual funds and ETFs, managing approximately $869 million in client assets.

James Fay Sr. is a financial advisor at Shore Point Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Park Avenue Securities, Guardian Life Insurance, and the Police and Firemen's Insurance Association. He is also an agent for life, disability, and long-term care insurance through JCL Financial LLC. Shore Point Advisors offers discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and business entities. The firm manages over $327 million in assets across a team of ten advisors, employing strategies that include modern portfolio theory, option strategies, and multi-asset overlays.

Sara Hutman is a financial advisor at Able Wealth Management LLC with a Series 65 designation and one year of industry experience. She has worked at Hutman and Hutman LLP, an accounting firm where she serves as Secretary, and previously held positions at Madison Title Agency and Bais Yaakov High School. Able Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and pension consulting. The firm employs an IPS-based, diversified investment approach primarily using ETFs and integrates multiple platform and sub-advisor relationships to deliver customized solutions.

Christine Flynn is a financial advisor at Smallwood Wealth Management in Red Bank, NJ, holding a Series 65 designation with nine years of industry experience. She has worked at Smallwood Wealth Investment Management since 2019 and previously held roles at Global Financial Private Capital, LLC, and RJL Financial Group. Outside of her advisory work, Flynn is a Wellness Advocate for doTERRA, where she educates individuals about essential oils. Smallwood Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses modern portfolio theory with a long-term trading approach and conducts regular client reviews, while participating in wrap fee programs and maintaining a single custodian arrangement.

Joseph Doerrer is a CFP® professional with five years of experience in the financial industry. He has worked at Mezzasalma Advisors and Mezzasalma CPAs since 2021 and previously was with Bessemer Trust from 2016 to 2021. Outside of his advisory role, he serves as an accounting manager and CPA at Mezzasalma CPAs, a tax and accounting firm. Mezzasalma Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis to guide long-term investment strategies tailored to client objectives.

Sara Gill is a financial advisor at Paradigm Wealth Advisory LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Paradigm Wealth Advisory and LPL Financial during her career. Gill provides administrative support through several affiliated independent investment advisory firms associated with Paradigm. Paradigm Wealth Advisory LLC offers investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm’s investment approach is primarily long-term and fundamental, using institutional mutual funds, ETFs, and select individual securities, with strategies tailored to clients’ accumulation and retirement phases.

Christopher Smallwood is a financial advisor at Smallwood Wealth Management in Red Bank, NJ, holding a Series 66 designation with approximately three years of industry experience. He has previously worked at Regulus Financial Group and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also licensed as an insurance agent through Smallwood Associates, LTD. Smallwood Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm uses a long-term trading orientation combined with modern portfolio theory and offers comprehensive fee-based wrap programs along with defined operational features such as designated custodianship and differentiated service levels.

Kathy Anne Lobue is a financial advisor at Glen Eagle Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Glen Eagle Advisors since 2013. Outside of her advisory role, she serves as CEO of The LoBue Group, a non-investment-related company through which she conducts business as an independent contractor. Glen Eagle Advisors provides investment management and wealth-planning services to individual and institutional clients, employing standardized asset-allocation models supplemented by fundamental and technical analysis. The firm offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting, and incorporates third-party reporting tools and alternative investments for qualified clients.

John Mezzasalma is a CFP® with 10 years of industry experience, serving as an advisor at Mezzasalma Advisors, a firm he has been affiliated with since 1997. In addition to his advisory role, he works as Chief Staff Accountant at Mezzasalma CPAs, providing tax preparation and accounting services. Mezzasalma Advisors offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals, including high-net-worth clients, and employer plan sponsors. The firm employs multiple analytical approaches and typically pursues long-term purchase strategies, with personalized investment policies based on client goals and risk tolerance.

James Hoffman is a financial advisor at Beckerman Wealth in Ocean Grove, NJ, holding a Series 65 credential with three years of industry experience. He previously worked at International Planning Alliance before joining Beckerman Institutional. Beckerman Wealth provides asset management and financial planning services to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm employs a client-focused approach to portfolio construction, utilizing mutual funds, ETFs—including cryptocurrency ETFs when requested—and a mix of trading strategies within defined risk parameters.

Matthew Wilk is a CFP® professional with 20 years of experience in the financial industry. He is currently with Clear Wave Wealth Management, LLC, where he has worked since 2025. Prior to that, he spent 14 years at Black Coral Financial Advisors, LLC. Clear Wave Wealth Management provides comprehensive financial planning, asset management, and financial education services to individuals, including high-net-worth clients, and employer-sponsored counseling program participants. The firm utilizes risk-tolerance questionnaires, customized asset allocation models, and third-party portfolios to develop client recommendations across a variety of asset classes.

Richard Krug is a financial advisor at Shore Point Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shore Point Advisors since 2019. In addition to his advisory role, Krug is an independent insurance agent and a real estate agent with Keller Williams West Monmouth. Shore Point Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and business entities. The firm combines modern portfolio theory and a five-factor model to guide asset allocation, employing derivative and overlay strategies, with financial planning included at no extra cost for clients managing $500,000 or more.

Emily Stewart is a financial advisor at Paradigm Wealth Advisory LLC with one year of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC and The Vanguard Group. Outside of finance, she has worked in food service with J Scott Catering and has teaching experience at Iona University. Paradigm Wealth Advisory LLC provides investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, and individual securities tailored to clients' accumulation or retirement phases.

Nicholas Franco is a financial advisor at Guardian Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Foresters Financial Services and Park Avenue Securities. Outside of his advisory role, he is involved with BiondCoaching LLC, which provides a structural process for balancing behavioral and financial client needs, and he operates Nicholas Consulting, LLC for facilitating marketing expense payments and tax purposes. Guardian Wealth Partners, doing business as Park Avenue Investment Advisory, is an SEC-registered adviser serving individual investors, trusts, corporations, and retirement plans. The firm offers discretionary investment management primarily through model portfolios and third-party managers, along with financial planning, business exit consulting, and retirement plan services.

John Scalabrini is a financial advisor at Shore Point Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Park Avenue Securities and Guardian Life Insurance. Scalabrini also served 20 years with the New Jersey State Police. Shore Point Advisors manages discretionary portfolios and provides financial planning services to individuals, retirement plans, charities, and businesses. The firm employs a model portfolio approach informed by modern portfolio theory and a five-factor model, incorporating option strategies and multi-asset overlays in client accounts.

Matthew Schreiber is a financial advisor with Hartshorne Group, LLC, holding a Series 65 designation and 17 years of industry experience. He has worked at Millington Securities, Inc., The Hartshorne Group, and Foreside Fund Services, LLC. Schreiber also serves as president and chief investment strategist of WBI Investments, an affiliated registered investment adviser. Hartshorne Group (now CyborgWealth) provides financial planning, wealth management, tax-related services, and investment management supervision primarily for individual, high-net-worth, institutional, and intermediary clients. The firm operates on a non-discretionary, manager-referral model, coordinating client reporting and ongoing portfolio reviews while referring implementation to affiliated or third-party managers.

Jacob Rue V is a financial advisor at Shore Point Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Guardian Life Insurance and Park Avenue Securities. He is also an agent for life, disability, and long-term care insurance through JCL Financial LLC. Shore Point Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and business entities. The firm utilizes model portfolios informed by modern portfolio theory and a five-factor model, along with option strategies and multi-asset overlays, serving clients through a ten-advisor team with over $327 million in discretionary assets under management.