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 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and JP Morgan Securities. Compass Private Wealth Group LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $113 million across about 80 clients. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build diversified portfolios tailored to each client’s goals and risk tolerance.

Andrew Wigton is a financial advisor at Merrion Investment Management Co., LLC with 24 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Merrion and its affiliated entities since 2006. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets, serving 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, utilizing internal and third-party analysis to identify investment opportunities and employing strategies such as borrowing and derivatives in separately managed accounts.

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.

Fuqi Chen is a financial advisor at Taurus Financial in Jersey City, NJ, holding a Series 66 designation with three years of industry experience. Prior to joining Taurus Financial, Chen was affiliated with LPL Financial LLC and Angel Light Capital. Taurus Financial serves individual investors, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $162 million across about 90 client relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, using a combination of fundamental, quantitative, and modern portfolio analysis to guide investment decisions.

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.

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.

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.

Andrew Wang is a financial advisor at Runnymede Capital Management Inc with 20 years of industry experience. He has been with Runnymede Capital Management since 1998. Runnymede Capital Management provides discretionary investment management, retirement plan consulting, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, and insurance companies. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios primarily from individual equities, bonds, and ETFs, operating on a fee-only, asset-based model.

Sarah Kovalakides is a financial advisor at Tepp Wealth Management with one year of industry experience. She holds a Series 65 designation and has previously worked at Jaffe Communications. Tepp Wealth Management provides investment management, financial planning, retirement-plan advisory, legacy management, and consulting services to individuals, high-net-worth families, estates, trusts, retirement plans, and corporate clients. The firm employs a diversified investment approach combining strategic and tactical allocations with long-term and value-oriented selections, offering discretionary and non-discretionary portfolio management supported by integrated reporting technology.

Melissa Rosenfeld is a financial advisor with Lisch Investment Management LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with several related entities including Leigh Baldwin & Co., LLC, Hudson River Investment Group, and Lisch & Lisch LLC. Outside of advising, Rosenfeld is involved with a certified public accounting firm that provides accounting and tax services. Lisch Investment Management LLC is a fee-only adviser offering personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach focused on income and growth using diversified portfolios and manages approximately $62.7 million across about 100 accounts.

Sakshi Chauhan is a financial advisor at Portus Wealth Advisors, LLC with a Series 65 designation and four years of industry experience. She has been with Portus Wealth Advisors since 2021 and previously worked at Clark University and NM Advisors. Portus Wealth Advisors provides portfolio management and financial planning services to individuals, corporations, charitable organizations, and real estate vehicles. The firm employs both firm-developed and third-party model portfolios, offering discretionary and non-discretionary management while integrating multiple platforms and providing access to private placements and less common investment opportunities.

Thomas Daniel is a financial advisor at J.H. Darbie & Co., Inc. with 31 years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. His prior work includes 23 years at Kenneth Jerome & Co., Inc. and one year at Morgan Stanley Dw Inc. J.H. Darbie & Co., Inc. provides non-discretionary investment advisory and brokerage services to a range of clients, including individuals, trusts, estates, and business entities. The firm employs a combination of cyclical, fundamental, and technical analysis with value-oriented, tactical, and strategic asset allocation approaches.

Alan Augulis is a financial advisor at Augulis Financial Firm, L.L.C. with 21 years of industry experience. He holds a Series 65 designation and has held ownership roles at Augulis Law Firm since 2000 and as a sole proprietor since 1999. In addition to his advisory work, he provides insurance reviews for legal clients and practices trust and estate law. Augulis Financial Firm offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a goal-driven investment approach, integrates legal and insurance services, and provides educational seminars and comprehensive financial plans.

Ronald Redfield is a financial advisor at Redfield, Blonsky & Starinsky, LLC with 23 years of industry experience. He holds the PFS™ designation and has been with the firm since 2014. Redfield, Blonsky & Starinsky, LLC provides discretionary portfolio management to a range of clients, including individuals, pension plans, trusts, and charitable organizations, managing approximately $59.4 million in assets. The firm emphasizes fundamental analysis and tax-sensitive, long-term investment strategies, and also operates as a certified public accounting practice.

Jordan Szekely is the sole advisor at Cherrydale Wealth Management, LLC in Montclair, NJ, holding Series 66 and Series 65 licenses with 11 years of industry experience. He has been with Cherrydale Wealth Management since 2014. Cherrydale Wealth Management provides comprehensive wealth management and discretionary portfolio management to individuals, families, and high-net-worth clients. The firm employs a consultative, long-term, market-based investment approach with customized strategic asset allocations, primarily using ETFs and no-load institutional mutual funds.

Scott Larson is a CFP® with four years of industry experience, currently serving as the sole advisor at Fiduciary Pension Partners, LLC. His prior experience includes roles at UBS Financial Services and Lincoln Financial Distributors. Fiduciary Pension Partners provides discretionary portfolio management and pension consulting services to individual clients, including high-net-worth individuals, as well as retirement plan sponsors. The firm employs a diverse range of investment analysis methods and manages both client assets and pension-plan consulting relationships.

Elizabeth Miller is a CFP®, CFA®, and Series 65-licensed financial advisor with 29 years of industry experience. She has been with Summit Place Financial Advisors, LLC since 2008, working as part of a four-advisor team based in New York, NY. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis across equity and fixed-income securities, mutual funds, and ETFs, and operates through multiple offices with approximately $256 million in discretionary assets under management.

Kara Cooke is a financial advisor at Mary & Pip with four years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Mary & Pip provides discretionary portfolio management to individual retail investors and families through an online, app-based advisory program, using proprietary algorithms to generate ETF-based portfolio recommendations and manage accounts on a discretionary basis.