Alfred Veloso is a financial advisor at Buckman Advisory Group LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mercer, Bokert, Buckman & Reid, Inc. since 1998. Buckman Advisory Group, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset-allocation process with model portfolios primarily using mutual funds, equities, bonds, and ETFs, managing approximately $236 million across more than 800 client relationships.

Andrew Kaiser is a financial advisor at Mountain Hill Investment Partners with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mountain Hill Investment Partners since 2006, following a brief tenure at Mutual Securities, Inc. Outside of his advisory role, Kaiser serves on the boards of two nonprofit organizations focused on charitable work and youth sports. Mountain Hill Investment Partners is a boutique family-office style registered investment adviser serving families, individuals, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm manages approximately $360 million in client assets and constructs portfolios in-house using a combination of fundamental and technical analysis, asset allocation, and option strategies.

Cacike Estrada is a financial advisor at Mezzasalma Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, Estrada worked in diverse roles including positions at Rutgers Business School and Renzo Gracie Middletown Martial Arts. Mezzasalma Advisors offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting to both individuals, including high-net-worth clients, and employer plan sponsors. The firm employs multiple analytical methods and typically pursues long-term investment strategies tailored to client objectives.

Carmine D'avino is a CFP® professional with 24 years of industry experience. He has been with Withum Wealth Management since 2011 and also has a long-standing association with Pinnacle Associates, Ltd. Carmine is based in Red Bank, NJ. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for a diverse client base including individuals, business entities, pension and profit-sharing plan sponsors, trusts, estates, and charitable organizations. The firm uses a goals-based investment approach with tax optimization and customized portfolios, offering an Integrated Wealth Management platform and access to sub-advisors and ESG options.

Brian Brown is a financial advisor at Investment Partners Asset Management with 23 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including T.R. Winston & Company, LLC and Community Informatics. Brown is also involved with Investment Partners Group, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing and uses a range of strategies including tactical asset allocation, derivatives, and allocations to various funds and independent managers.

Michael Milevoi is a CFP® and Series 65-licensed financial advisor at TKG Wealth Advisers LLC with two years of industry experience. Before joining TKG Wealth Advisers in 2024, he worked at SHI International and held positions at Rowan University and Colonia High School. He is the owner of Mileboy Holdings LLC, a non-investment-related valet service business. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and is known for its operational ties to an affiliated accounting practice, enabling combined service offerings and cross-referrals.

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® with 33 years of industry experience, currently serving at Buckman Advisory Group LLC. His prior roles include positions at Smallwood Investment Wealth Management, Purshe Kaplan Sterling Investments, and CommonWealth Financial Network. Outside of his advisory work, he is the sole member of Educational Lane, LLC, a property management business. Buckman Advisory Group provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset-allocation process using primarily mutual funds, equities, bonds, and ETFs, managing approximately $236 million across about 814 client relationships.

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.

Joseph Varvara is a financial advisor at AtCap Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Securities Corp and National Asset Management. Outside of advisory work, he owns JEGA Consulting, a non-investment-related accounting and tax business. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and other entities. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and options.

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.

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.

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.

David Netkin is a financial advisor at Woodstock Wealth Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodstock Wealth Management since 2018 and at St. Bernard Financial Services since 2021. He also operates a branch office for Woodstock Wealth Management through Edgewood Financial Group, Inc. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored strategies with a distinctive performance-based fee program.

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 with Paradigm Wealth Advisory LLC, holding a Series 66 designation and nine years of industry experience. She has worked with LPL Financial since 2017 and has been associated with Paradigm Wealth Advisory LLC since 2016. Outside of advisory work, she provides administrative services through Paradigm Wealth Advisory, LLC, an independent investment advisory firm. 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 employs a primarily long-term, fundamental investment approach, constructing portfolios from institutional mutual funds, ETFs, and selected individual securities tailored to clients' financial 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.