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.

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.

Dekker Buckley is a financial advisor at Investment Partners Asset Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at T3 Trading Group, LLC, and held roles outside the financial sector, including at TMHCC Surety Group and in education. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside consulting services. The firm employs a multi-style investment approach focused on value investing and utilizes a range of instruments, including derivatives and structured products.

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.

Richard Zeitz is a financial advisor at Bravias Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alphastar Capital Management, LLC, as well as Bravias Financial and Bravias Capital Group since 2008. He is also appointed with various outside insurance carriers for brokering non-registered insurance products. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm employs a risk-based model portfolio approach that includes mutual funds, ETFs, and individual securities across diverse asset classes.

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.