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.

Joseph Cammayo is a financial advisor at Grantvest Financial Group LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, J.P. Morgan Securities, Morgan Stanley, and Calton & Associates. In addition to his advisory role, he is involved with JBT Benefits Group, a supplemental insurance business. Grantvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in client assets, focusing on diversified, ETF-centric portfolios tailored to client goals and risk tolerance.

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.

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 Caroli is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at BCS Private Wealth Management since 2015 and previously with Western International Securities from 2009 to 2015, while also maintaining a role at Bernard Caroli Wealth Management, Inc. since 2009. BCS Private Wealth Management serves high-net-worth individuals, corporations, and other business entities by providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets and employs multiple analytical methods to create tailored portfolios incorporating equities, fixed income, ETFs, and mutual funds.

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.

Kelly Cole is a financial advisor at Epic Wealth Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked previously at Fountainhead Capital Management, Jarred Bunch Consulting, and Chelsea Financial Services. In addition to her advisory role, Ms. Cole is a licensed insurance agent and is involved with the Duffy Cole Agency, LLC, through which she manages a referral-based business relationship. Epic Wealth Management provides financial planning and investment management services to individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic approach with tactical overlays, primarily using model portfolios and third-party sub-advisors, and integrates insurance activities alongside its advisory services.

Michela Zacharczyk is a financial advisor at Zynergy Retirement Planning in Red Bank, NJ, holding a Series 65 designation with two years of industry experience. She has been with Zynergy Retirement Planning since 2014. Zynergy Retirement Planning serves individuals and couples at or near retirement, offering fee-only financial planning and discretionary investment management focused on retirement goals. The firm employs a passive, index-centric investment approach using low-cost, diversified portfolios and integrates multi-level tax services into its advisory offerings.

James O’Mealia is a financial advisor at BCS Private Wealth Management with 19 years of industry experience. He holds a Series 65 designation and has previously worked at Seelaus Asset Management LLC and Sunnymeath Asset Management, Inc. Outside of his advisory role, he is the sole proprietor of Sunnymeath Farms, LLC, which involves racehorse ownership through partnerships. BCS Private Wealth Management serves individuals, corporations, and pooled investment vehicles, providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets across 213 client accounts, utilizing multiple analytical methods and offering tailored portfolios with ongoing client coordination.

Patrick Appello is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Herbert J. Sims & Co., Inc. for 22 years before joining Buckman in 2024. Outside of finance, he teaches music at both the Monmouth Conservatory and Georgian Court University. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and access to third-party money managers. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and typically implements strategies with mutual funds, equities, bonds, and ETFs, managing accounts on a discretionary basis and reviewing them regularly.

Jason Muscari is a financial advisor with Empire Financial Management Company, LLC, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Empire Financial Management since 2016 and also works with Empire Asset Management. Outside of his advisory role, he serves as CEO and President of JAM Planning & Consulting. Empire Financial Management Company provides portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities, tailoring strategies to client objectives through separately managed accounts. The firm’s investment approach includes a wide range of asset classes and strategies, with a focus on client-specific asset allocation.

Elias Burgos is a financial advisor at Atlas Private Wealth Advisors with a Series 66 credential and two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and LPL Financial, as well as entrepreneurial experience with Burgos Enterprises Junk Removal. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets across more than 1,200 client relationships, utilizing tailored strategies and a combination of fundamental, technical, and cyclical analysis.

Steven Trusso is a financial advisor with Buckman Advisory Group LLC in Little Silver, NJ, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Mercer, Bokert, Buckman & Reid, Inc. since 1998. Buckman Advisory Group, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset-allocation process using model portfolios primarily composed of mutual funds, equities, bonds, and ETFs, managing approximately $236 million across about 814 client relationships.

Jared Smallwood is a financial advisor at Smallwood Wealth Management with one year of industry experience. He holds a Series 65 designation and has a background that includes directing the rugby program and coaches at Fordham University. 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 applies modern portfolio theory with a long-term trading approach and conducts regular reviews for ongoing advisory clients.

Nikhil Agharkar is a financial advisor at EPIC Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at ShoreHaven Wealth Partners and Crowne Point Tax & Wealth Counsel. Outside of his financial advisory role, he is the owner and managing member of NSA Legacy Legal, a law practice specializing in estate planning and strategic tax advice. EPIC Wealth Management provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, and other entities. The firm uses a strategic investment approach with a tactical overlay, primarily employing model portfolios and third-party Sub-Advisors for portfolio management.

Steven Francione is a financial advisor with Guardian Wealth Partners, LLC in Red Bank, NJ. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Northeast Financial Network, NYLIFE Securities LLC, New York Life Insurance Co, and Equitable Advisors, LLC. Guardian Wealth Partners, doing business as Park Avenue Investment Advisory, provides discretionary investment management and financial planning services to individual investors, trusts, corporations, and retirement plans. The firm utilizes model portfolios and third-party managers across various platforms and offers additional features such as tax harvesting and lending services.

Vincent D'albora is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Securities Corporation. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through about 274 advisors and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a broad range of advisory programs and financial planning services, utilizing multiple program structures and third-party sub-advisers.

Michael Brennan is a CFP® professional with 30 years of experience in financial services, currently serving at Calton & Associates, Inc. since 2012. He has prior experience with RMR Wealth Builders, Inc. in 2022. Outside of advising, he is active as a licensed real estate agent with Weichert Realtors and an independent insurance agent selling fixed insurance products. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with discretionary and non-discretionary management options and operates various program structures including firm-managed wrap programs and separate account platforms.