William Ciccone is a financial advisor at Compass Private Wealth Group LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill Lynch, and JP Morgan Securities. Compass Private Wealth Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and employer-sponsored plans. The firm focuses on a tailored, long-term investment approach using ETFs, stocks, and mutual funds, integrating financial planning with ongoing portfolio supervision.

Andrew Wigton is a financial advisor at Merrion Investment Management Co., LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrion Securities, LLC from 2006 to 2022 before joining Merrion Investment Management Co. in 2022. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets and provides portfolio management services to 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, and uses techniques such as borrowing and derivatives in separately managed accounts to implement positioning or hedging strategies.

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.

Stephen Brozak III is a financial advisor at WBB Securities, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WBB Securities and its predecessor firm since 2001. Outside of his advisory work, he is the sole owner of Brozak, DeJean & Associates, LLC, a non-investment related entity established for tax purposes. WBB Securities offers investment advisory and broker-dealer services to individual clients, pension plans, charitable organizations, corporations, and other advisers. The firm combines asset allocation and customized portfolio construction using fundamental, technical, and charting analysis, serving clients through discretionary or non-discretionary managed accounts.

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.

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.

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.

Sarah Kovalakides is a financial advisor at Tepp Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Tepp Wealth Management, she worked at Jaffe Communications and had periods of unemployment. Tepp Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans and corporate clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $146 million in assets using firm-developed model portfolios and various investment strategies.

Melissa Rosenfeld is a financial advisor with Lisch Investment Management LLC in Jersey City, NJ, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. She has been affiliated with multiple related firms, including Lisch Investment Management, Hudson River Investment Group, and Lisch & Lisch LLC, where she maintains ownership and performs accounting and tax services as a certified public accountant. Lisch Investment Management LLC is a fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with an income-and-growth focus, managing globally diversified portfolios on a discretionary basis with regular reviews and adjustments.

Sakshi Chauhan is a financial advisor at Portus Wealth Advisors, LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at NM Advisors and Acuris, as well as academic appointments at Clark University and NMIMS University. Portus Wealth Advisors provides discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection for individuals, high net worth clients, charitable organizations, and other businesses. The firm also advises a private pooled vehicle and offers access to less-liquid investments, integrating multiple custodial platforms in its service model.

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 licenses and has been with Kenneth Jerome & Co., Inc. since 2003. J.H. Darbie & Co., Inc. offers non-discretionary investment advisory and brokerage services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of cyclical, fundamental, and technical analysis with value-oriented, tactical, and strategic asset allocation, conducting account reviews at least quarterly.

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.

Ronald Redfield is a financial advisor at Redfield, Blonsky & Starinsky, LLC with 22 years of industry experience. He holds the PFS™ designation and has been with the firm since 2014. Redfield, Blonsky & Starinsky provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $59.4 million in client assets. The firm combines fundamental analysis with CPA expertise to support tax-sensitive, long-term investment strategies while also offering accounting services as a certified public accounting practice.

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