Robert Iandoli is a financial advisor at Horizon Financial Group, Inc. with 40 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial and Lincoln Financial Securities Corporation prior to his current role. He has been with Horizon Financial Group since 2001. Horizon Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and select nonprofit organizations. The firm focuses on non-discretionary planning and third-party manager referrals, utilizing both fundamental and technical analysis in its advice.

Jennifer Kirby is a financial advisor at Talisman Wealth Advisors, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., Merrill Lynch, and Private Portfolio Partners. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients, offering financial planning, consulting, and discretionary investment and wealth management services. The firm employs a goal-driven, asset-allocation investment approach using low-cost index ETFs complemented by active managers and sustainable/ESG options when requested.

Manan Chavda is a financial advisor at WP Asset Management with a Series 65 designation and no prior industry experience. He has worked at Wealth Planning Advisory Group since 2016 and at Wealth Planning Asset Management LLC since 2026. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of analytical methods and offers a broad range of investment strategies across various instruments.

Patricia Scott is a CFP® professional with four years of industry experience, currently serving at MSM Financial Strategies in New Providence, NJ. She has been with MSM Financial Strategies since 1997, a firm where she works alongside two other partners. MSM Financial Strategies is a state-registered investment adviser that provides portfolio management, financial planning, and consulting to individuals, including high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental and cyclical analysis, using both long- and short-term strategies tailored to client objectives and risk tolerance.

Abel Reyes is a financial advisor at Rimac with a Series 65 credential and one year of industry experience. He previously worked at Silicon Valley Bank and Pacific Western Bank. Rimac Capital provides tailored investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations, managing approximately $7.6 million in client assets across about 20 accounts. The firm uses a variety of analytical approaches and typically seeks discretionary trading authority to implement client-specific investment plans.

Brigitte Brombergklein is a CFP® professional with 18 years of industry experience, currently serving at East Coast Wealth Management, Inc. since 2014. She is also the owner and president of Winning Strategies Group, LLC, a firm that markets various insurance and annuity products. East Coast Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and participant-directed retirement plans. The firm employs a client-specific approach using risk tolerance assessments and combines in-house management with selected third-party managers to implement diversified portfolios.

Matthew Granizo is a financial advisor at Talisman Wealth Advisors, LLC, holding a Series 65 designation. He joined the firm in 2026 and previously worked at The College of New Jersey (TCNJ) for ten years. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million on a discretionary basis for about 141 clients, focusing on diversified, low-cost portfolios using a Modern Portfolio Theory framework with attention to tax minimization and behavioral finance.

Kean Amaral is a CFA® charterholder with 19 years of industry experience. He currently serves as the sole advisor at United Success Wealth Management and has held positions at Merrill Lynch and Fortis Capital Advisors. Outside of his advisory work, he owns and operates a marketing services firm and manages an Airbnb property. United Success LLC provides portfolio management and financial planning services to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies across multiple asset classes and integrates accounting, tax, and insurance services within its offering.

John Sampers is a financial advisor at SFI Advisors, LLC with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SFI Advisors since 2009, in addition to roles at Kestra Financial Services and Private Client Services. Outside of advising, he manages a real estate property through Osprey Pointe LLC. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, retirement plan consulting, and family office services. The firm employs approaches such as modern portfolio theory and long-term purchase strategies while conducting regular portfolio reviews.

John Bodnar is a financial advisor with Bodnar Financial Advisors, Inc. in Florham Park, NJ, holding the CFP® designation and a Series 63 license. He has 43 years of industry experience, including roles at LPL Financial LLC and Cambridge Investment Research advisors, Inc. Outside of advisory work, he has been involved in marketing services for NortonLifeLock. Bodnar Financial Advisors provides personalized financial planning and consulting to individuals, small-business pension and profit-sharing plans, and trusts. The firm emphasizes a structured planning process and ongoing support, focusing on advice without discretionary portfolio management or custody of client assets.

Jason Gitter is a financial advisor at PureVest with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Cetera Advisor Networks and Voya Financial Advisors. Outside of advising, he serves as president of Jason M Gitter, Inc. and operates as an independent insurance agent specializing in fixed insurance products. PureVest provides fee-based investment advisory and financial planning services primarily to individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes tailored portfolios and client authorization for trades within a non-discretionary investment approach.

Jonathan Green is a CFP® professional with 15 years of industry experience. He is currently with Entrepreneur Wealth, which he joined in 2026, and previously worked at Triad Advisors, Inc. and Targeted Financial Services, LLC. Outside of advising, he is involved with entities such as Jobel Management and D.J. Stable, LLC. Entrepreneur Wealth provides preliminary financial planning and consulting services to individuals, families, small businesses, and retirement plans, focusing on general investment concepts and planning considerations. The firm refers clients to unaffiliated Investment Adviser Managers for asset management and does not manage client assets directly.

Justin Esposito is a financial advisor with LPL Financial in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Bodnar Financial Advisors, Cambridge Investment Research Advisors, and Quasar Distributors. He provides financial planning and consulting services through Bodnar Financial Advisors, an independent investment firm. LPL Financial serves a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering advisory and brokerage services supported by an in-house research team and a variety of investment delivery options.

Feng Peng is a financial advisor at Linden Rose Investment LLC with nine years of industry experience. He holds a Series 65 designation and has been with Linden Rose Investment since 2017. Prior to this, he worked at Ossen Innovation Co. Ltd. from 2013 to 2016. Linden Rose Investment LLC provides discretionary investment management services to individuals, qualified retirement plans, trusts, and small businesses, as well as acting as investment adviser to a pooled private investment vehicle. The firm employs a value-oriented, concentrated equity approach focused on long-term capital preservation and manages approximately $96.4 million in discretionary assets.

William Ciccone is a financial advisor at Compass Private Wealth Group LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill Lynch, and JP Morgan Securities. Compass Private Wealth Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and employer-sponsored plans. The firm focuses on a tailored, long-term investment approach using ETFs, stocks, and mutual funds, integrating financial planning with ongoing portfolio supervision.

Andrew Wigton is a financial advisor at Merrion Investment Management Co., LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrion Securities, LLC from 2006 to 2022 before joining Merrion Investment Management Co. in 2022. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets and provides portfolio management services to individuals, family trusts, non-profit organizations, pension plans, corporations, and institutional clients. The firm employs a research-based investment process focused on exchange-traded equities and fixed-income securities, and uses techniques such as borrowing and derivatives in separately managed accounts to implement positioning or hedging strategies.

Stephen Brozak III is a financial advisor with WBB Securities, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with WBB Securities since 2002 and also associated with Westfield Bakerink Brozak, LLC since 2001. Outside of his advisory roles, he is the sole owner of Brozak, DeJean & Associates, LLC, a non-investment related entity used solely for tax purposes. WBB Securities, LLC provides investment advisory and broker-dealer services through managed account programs serving individual clients, pension plans, charitable organizations, corporations, and other advisors. The firm utilizes asset allocation and custom portfolio construction involving fundamental, technical, and charting analysis, offering both discretionary and non-discretionary strategies.

James Travisano is a financial advisor at Covington & Associates, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Covington & Associates since 2012. Covington & Associates, Inc. provides personalized investment advisory and portfolio management services to individuals, corporations, pension plans, foundations, and trusts. The firm employs a combination of macroeconomic perspective, fundamental analysis, and traditional value investing to build customized portfolios, managing approximately $279.5 million in assets across 43 client accounts.

Yvonne Kiely is a financial advisor at Kiely Capital Management, Inc. with 22 years of industry experience. She has been with Kiely Capital Management since 1995 and is also associated with Bernard M. Kiely, CPA. Kiely Capital Management serves individual clients, including high-net-worth individuals and trusts, providing financial planning, discretionary portfolio management, and asset allocation guidance. The firm manages diversified portfolios primarily composed of no-load mutual funds, ETFs, and fixed-income securities, and integrates tax-preparation and income-tax planning services through its affiliation with an active CPA practice.

Gregg Auerbach is a financial advisor with Meadowbrook Advisors, holding Series 63 and Series 65 credentials and more than 35 years of industry experience. He previously worked at RBC Capital Markets for 16 years before joining Meadowbrook Advisors and Purshe Kaplan Sterling Investments in 2025. He is also a licensed insurance agent and spends a portion of his time implementing insurance recommendations. Meadowbrook Advisors is an SEC-registered firm providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm utilizes a mix of ETFs, mutual funds, individual securities, and other investment vehicles, combining fundamental analysis with Modern Portfolio Theory in a primarily long-term approach.