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.

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.

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.

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.

Jason Kurz is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 10 years, followed by Cadaret, Grant & Co., Inc. for two years, and has been with LPL Financial since 2025. Kurz manages a limited side business that supports transitioning client assets to LPL Financial. Comprehensive Wealth Services, LLC provides fee-based investment advisory and portfolio management primarily for high-net-worth individuals and related entities. The firm employs strategies using mutual funds and ETFs, generally delivers discretionary services tailored to clients’ risk tolerance and tax situations, and maintains a cautious view of active management.

Amanda McGrath is a CFP® with 16 years of experience in the financial industry. She has worked at Asset Advisory Group, Inc. since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company AM. Asset Advisory Group serves individuals, including high-net-worth clients, as well as institutional and business entities, providing personalized financial planning and asset management on a fee-only basis. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis, managing portfolios on both discretionary and nondiscretionary bases.

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.

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.

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.

Timothy Duncan is a financial advisor with Duncan Financial Group, LLC, holding Series 63 and Series 66 designations and 29 years of industry experience. He has worked with Commonwealth Financial Network since 2002 and has been associated with Duncan Financial Group since 1998. Duncan Financial Group, LLC provides customized financial planning and consulting services for individuals and families, focusing on areas such as tax, estate, retirement, education, business planning, budgeting, and investment analysis. The firm uses a fixed-fee planning model without offering asset management or discretionary portfolio management, and its recommendations emphasize mutual funds and ETFs supported by economic and fundamental analysis.

James Vaughan III is a CFP® professional with 40 years of experience in the financial services industry. He has been with Vaughan and Company Securities, Inc. since 1986 and also served on the faculty of Fairleigh Dickinson University for 14 years. In addition to his advisory role, he oversees the day-to-day operations of Officer Pension Administrators Inc., a retirement plan administration firm. Vaughan is also an attorney-at-law. Vaughan and Company Securities, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and businesses, managing both discretionary and non-discretionary assets. The firm employs a diversified investment approach incorporating fundamental, cyclical, and quantitative analysis, and offers services including portfolio management, pension consulting, and 529 education account management.

Aryeh Rogoff is a financial advisor at Baron Financial Group LLC in Fair Lawn, NJ, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including MML Investors Services, Creative Financial Group, and MassMutual Life Insurance Co. He also has academic experience teaching at Saint Peter's University and the University of Mount Saint Vincent. Baron Financial Group provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, offering both discretionary and non-discretionary portfolio management alongside integrated financial planning.

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.

Kristopher Grossman is a financial advisor at Kingsbridge Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Kingsbridge Advisors and Equitable Advisors since 2009. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, charitable organizations, and other business entities by referring clients to third-party money managers and providing pension consulting to plan sponsors and fiduciaries. The firm does not manage assets directly but conducts ongoing monitoring and reviews for clients.

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.

David Yates is a financial advisor at Podell Financial Group LLC in Fairfield, NJ, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and Transamerica Insurance Company. He also works as an independent insurance agent. Podell Financial Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plan sponsors. The firm utilizes a range of strategies, including asset allocation and both long- and short-term approaches, tailoring portfolios to client objectives and risk tolerances.