Justin Hod is a financial advisor with Revel Wealth Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at May Capital Group, L.L.C., Strategic Wealth Management Group, Bank of America, and Merrill. Revel Wealth Management provides discretionary wealth management and financial consulting to a range of clients, including individuals, families, and business entities. The firm employs a diverse investment approach that incorporates quantitative and qualitative analysis, Modern Portfolio Theory, and charting, typically managing accounts on a discretionary basis with a focus on a high asset-to-client ratio.

Kenneth Marshall is a CFP®-certified financial advisor with Development Group LLC, bringing five years of industry experience. He has been with Development Group LLC since 2003, totaling 23 years at the firm. Development Group LLC provides non-discretionary investment consulting and research services primarily to middle-market institutional clients, using quantitative and risk-analytic methods to support asset allocation, advisor selection, and portfolio modeling. The firm specializes in areas such as hedge fund due diligence, secondary-market pricing, and asset recovery valuation.

James Korzik is a financial advisor with First Light Wealth Advisors, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including seven years at Ameriprise Financial Services prior to joining First Light Wealth Advisors in 2018. Outside of his advisory work, he is a licensed private marine captain. First Light Wealth Advisors provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm combines fundamental and cyclical analysis with a derivative of Modern Portfolio Theory to construct discretionary client portfolios that include mutual funds, ETFs, equities, debt securities, and real estate investment trusts.

Christian Carrillo is a financial advisor at Blue Ox Capital Management, Inc. in Tenafly, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Blue Ox Capital Management since 2015. Blue Ox Capital Management provides advisory services primarily to individuals and high-net-worth clients by selecting and directing them to third-party investment advisers and funds. The firm operates on a consultative, referral-oriented model without discretionary trading or custody of client assets.

Jennifer Kerr is a financial advisor at Podell Financial Group LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Slavic401k and Hollywood Firefighters Pension. In addition to her advisory role, she is a licensed realtor in New Jersey, dedicating a small amount of time monthly to that activity. Podell Financial Group LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm customizes investment strategies based on client objectives and risk tolerance, managing both individual accounts and employer-sponsored retirement plans.

Mary Jo Collabolletta is a financial advisor with The David J. Yvars Group Inc., holding Series 63 and Series 65 credentials and four years of industry experience. She has been with the firm and its predecessor since 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations, providing discretionary portfolio management and integrated financial planning. The firm constructs customized portfolios using fundamental, technical, and cyclical analysis, employing strategies that may include long- and short-term transactions, option writing, margin, and rebalancing.

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.

Jonathan Varelas is a financial advisor at Sterling Legacy Advisors Inc. with four years of industry experience. He has previously worked at LPL Financial, Equitable Advisors LLC, NYLife Securities LLC, and New York Life Insurance Co. Since 2006, he has been an independent insurance agent specializing in various life and disability insurance products. Sterling Legacy Advisors Inc. is a New Jersey-based investment adviser providing portfolio management, financial planning, pension consulting, and family office services to individuals, corporations, and municipal entities. The firm uses an individualized approach incorporating fundamental and technical analysis, modern portfolio theory, option strategies, and may manage accounts on a discretionary basis.

Jason Armenti is a financial advisor with Commonwealth Financial Network and Duncan Financial Group, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with both firms since 2002. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, compliance, and practice management while allowing flexibility in portfolio construction.

Asheem Asthana is a financial advisor at Tandem Capital Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with Tandem Capital Management for 28 years. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual clients, including high-net-worth households. The firm employs an actively managed, growth-at-a-reasonable-price equity approach combined with selective fixed-income security selection and integrates wealth planning into portfolio management.

Stacy Goldsmith is a financial advisor at RPM Capital Management, LLC with 38 years of industry experience. She held a position at Herbert J Sims from 2012 to 2024 before joining RPM Capital Management in 2025. Goldsmith holds Series 63 and Series 66 designations. RPM Capital Management specializes in discretionary portfolio management with a focus on high-yield tax-exempt municipal bonds and selected dividend-paying equities. The firm primarily serves individual clients, their affiliated trusts, foundations, and family offices, emphasizing municipal bond origination, underwriting, and ongoing monitoring.

Pedro De Oliveira Fiuza is a CFA® charterholder based in Bronxville, NY, currently serving as the sole advisor at Ndure Global LLC. He has over nine years of industry experience, including prior work at Vinci Partners USA from 2014 to 2023. Ndure Global LLC provides investment advisory services to high-net-worth clients and institutions with at least $20 million in investable assets. The firm employs a top-down investment approach combined with bottoms-up analysis, focusing on liquidity, risk measurement, and cost efficiency across discretionary and non-discretionary mandates.

Christopher Desposito is a financial advisor at Michael J. Porro & Co. Financial Advisors, Inc., holding a Series 65 designation with 12 years of industry experience. He has worked at the firm since 2009. Michael J. Porro & Co. provides investment management and financial planning services to individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, corporations, and pooled investment vehicles. The firm uses a structured six-step financial planning process and actively manages diversified portfolios, offering ongoing monitoring, rebalancing, and coordination with outside professionals when appropriate.

Shannon Blanchard is a financial advisor at Shamrock Financial Services with three years of industry experience. She holds the Series 65 designation and has worked at Shamrock Financial Services since 2018. Prior to her advisory career, she was involved with WorldTeach and also worked in the hospitality sector at The Odeon & Citizens Cafe. Shamrock Financial Services is a small state-registered advisory firm that serves individual and high-net-worth clients, managing approximately $26.6 million across about 109 accounts. The firm uses ETF-based model portfolios focused on value-oriented, long-term holdings, combining strategic asset allocation with periodic rebalancing and providing clients access to sub-advisory platforms.

Yannik Mahlangu is a financial advisor at Zulu Dreams Capital LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc. and AXA Advisors, LLC. Outside of finance, Mahlangu coaches tennis at Mountainside Racquet Club. Zulu Dreams Capital LLC provides portfolio management and investment advisory services primarily to individual clients, employing a combination of charting, cyclical, fundamental, and quantitative analysis to construct diversified portfolios. The firm manages approximately $4.1 million across a small client base and conducts regular portfolio reviews without accepting performance-based or prepaid advisory fees.

Antonio Gonzalez is a financial advisor at Great Wealth Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Apex Clearing Corporation. Outside of his advisory role, he is involved as a non-equity partner in an investment banking firm focusing on mergers and acquisitions and manages a business consulting firm that develops strategy for mid-size businesses. Great Wealth Investments provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm employs equity and ETF-based strategies with occasional use of cryptocurrencies, direct indexing, and Securities-Backed Lines of Credit, emphasizing customized asset allocations and a blend of fundamental and technical investment approaches.

Madeline Noveck is a CFP® professional with nine years of industry experience. She is currently with Capital Preservation Partners, Inc. and previously worked at Mercer Global Advisors Inc. and Novos Planning Associates Inc. totaling 39 years of experience across these firms. Capital Preservation Partners provides investment advisory and financial planning services to individuals, corporations, trusts, pensions, and profit-sharing plans, managing approximately $222 million in client assets. The firm offers tailored portfolios across various asset classes and employs both fundamental and technical analysis with ongoing portfolio reviews, serving both high-net-worth and non-HNW clients.

Joe Solan is a financial advisor with 24 years of industry experience, currently affiliated with 4Sight Advisors LLC. He holds Series 63 and Series 66 licenses and has worked previously with RealFi Home Funding and Reliant Home Funding. Outside of his advisory role, he is the founder and CEO of Prepsta, Inc., a company that develops educational apps, and serves as an unpaid board member on two nonprofit organizations focusing on education and community services. 4Sight Advisors serves individual and high-net-worth clients, as well as corporations, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm’s investment approach includes a broad asset universe and uses both fundamental and quantitative analyses, with a distinctive focus on pooled investment vehicles managed in-house.

David Haas is a CFP® and Series 65-registered financial advisor with 12 years of industry experience. He has been with Cereus Financial Advisors, LLC since 2015. Haas serves as Education Director, President-Elect in 2023, and President in 2024 for the Financial Planning Association of New Jersey, where he leads the Education Committee and participates in executive oversight. Cereus Financial Advisors provides investment advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and a structured college-planning product. The firm combines passive quantitative models with selected external managers and employs active tax management, using third-party decision-support tools alongside human oversight.

Alejandro Aleman is a financial advisor at Volumetric Advisers with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance, JPMorgan Chase Bank, and Granby Capital Management. Volumetric Advisers primarily provides investment advisory services to Volumetric Fund, Inc., a registered mutual fund, and offers portfolio management for separately managed accounts as well as advisory services to individuals and small businesses. The firm employs a proprietary volume-and-trend methodology called the “Volume and Range” system to guide investment decisions and is notable for managing a mutual fund while serving non-HNW clients and small businesses with modest minimums.