Bryn Heath is a financial advisor at Star Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Equitable Advisors, AXA Advisors, and NYLife Securities. Outside of financial services, Heath is involved with Fivestar Bath Solutions. Star Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and corporations by providing discretionary investment and portfolio management along with financial planning. The firm uses a relationship-oriented process focused on fundamental analysis to build diversified, long-term portfolios and sponsors its own Wrap fee programs.

Joseph Biondolillo is a financial advisor with Park Avenue Investment Advisory, LLC in Red Bank, NJ, holding Series 63 and Series 65 designations and 17 years of industry experience. His prior work includes roles at Guardian Life Insurance Company and ownership of BiondFinancial. He serves on the executive board of the Emergency Children Help Organization, a nonprofit providing assistance to children facing medical or living emergencies. Park Avenue Investment Advisory offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, corporations, trusts, and retirement plan sponsors. The firm manages assets primarily on a discretionary basis using model portfolios and third-party managers, and provides supplemental services such as financial planning, business exit consulting, and ERISA plan consulting.

Edward Bao Jr. is a CFP® professional with 33 years of experience, currently serving at Buckman Advisory Group LLC. He has held roles at several firms, including Smallwood Investment Wealth Management, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Outside of advisory work, he is the sole member of Educational Lane, LLC, a property management business. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans with discretionary portfolio management and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to construct portfolios using mutual funds, equities, bonds, ETFs, and in some cases, alternative asset classes.

Peter Martin is a Series 66-licensed advisor at Platform Wealth Advisors with 27 years of industry experience. He has held roles at Raymond James Financial Services and Civale, Silvestri, Alfieri, Martin & Higgins, LLC. In addition to his advisory work, Martin is a CPA and principal at Hamilton Mercer Advisors, where he provides accounting and tax services. Platform Wealth Advisors offers discretionary investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-class investment approach guided by Modern Portfolio Theory and is formally affiliated with accounting and consulting practices, supporting integrated advisory and tax services.

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.

Andrew Guez is a financial advisor at Invst, LLC with a Series 65 credential and two years of industry experience. He has been with Invst, LLC since 2023 and also works with Tomoro LLC. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting for individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Frank Geremia Jr. is a financial advisor with Geremia Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Geremia Financial Services since 2005. Outside of his advisory role, he is the managing member of Geremia Capital, LLC, a mortgage brokerage. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages approximately $132 million in discretionary assets and sponsors its own wrap fee program, combining top-down macroeconomic allocation with bottom-up fundamental security selection.

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.

Richard Semo Jr. is a financial advisor at Geremia Financial Services, LLC with 18 years of experience since joining the firm in 2008. He holds a Series 65 designation and works within a team of five advisors based in Edison, NJ. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $132 million in discretionary assets across roughly 130 client accounts and sponsors its own wrap fee program that integrates portfolio management and brokerage services.

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.

Matthew Santarsiero is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at LPL Financial, LLC, Invst, LLC, and is currently with Tomoro LLC. Tomoro LLC provides personalized investment advisory and financial planning services to a range of clients including individuals, family offices, trusts, and foundations. The firm employs fundamental analysis and a diverse mix of investment vehicles to tailor portfolios, generally focusing on long-term strategies while allowing short-term trades when appropriate.

Ronald Mc Intire is a financial advisor at OMNI 360 Wealth, Inc. with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merit Financial Group, LLC and New York Life. Outside of his advisory role, he serves as Treasurer for the political action committee Lower Bucks Values. OMNI 360 Wealth, Inc. provides financial planning and investment management services to a diverse client base, including individuals, families, trusts, estates, charitable organizations, businesses, and employee benefit plans. The firm employs a multi-advisor team approach and utilizes fundamental, technical, and cyclical analysis to implement tailored portfolios, alongside offering coordinated tax, legal, and insurance services through affiliated entities.

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.

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.