Jonathan Durant is a CFP® professional with 26 years of industry experience. He is the sole advisor at Durant Financial Planning LLC, an independent firm he has led since 2019. Prior to founding his firm, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisers. Durant Financial Planning LLC serves individual clients, including both non-high-net-worth and high-net-worth households, managing approximately $22.2 million across about 54 accounts. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial planning, primarily focusing on mutual funds and exchange-traded funds through firm-developed model portfolios and a range of investment strategies.

Steven Kampschmidt is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to assisting individuals and families in their pursuit of financial freedom. After establishing a practice within Merrill Lynch, he had an increasing desire to service his clients in a way that was unavailable at almost all other firms within the industry. It was at this point that he opted to create something new, and thus Freedom Found Financial was born. Steven also has his MBA in finance and economics from the Rochester Institute of Technology. He currently resides in Boonton, NJ with his wife Jessica, his two daughters Adeline and Evelyn, as well as his two dogs Meadow and Summer. He enjoys spending time with his family and friends. He also uses his free time training Brazilian Jiu-Jitsu, playing beach volleyball down the shore, and snowboarding during the winter months.

Alfred Frank is the sole advisor at Frank Capital Management LLC in Parsippany, NJ, holding a Series 65 credential with 23 years of industry experience. He has led Frank Capital Management since 2009. Outside of financial advising, he is a minority member and associate of Rubin & Frank Marketing LLC, which provides search engine optimization services for e-commerce clients. Frank Capital Management LLC manages discretionary separately managed accounts for individuals and trusts, focusing on fundamental, value-oriented analysis to build concentrated, long-term portfolios primarily of undervalued common stocks listed on the NYSE and NASDAQ. The firm also incorporates options and other derivatives in client accounts for risk management and position adjustments, a practice that is uncommon among independent advisory firms.

Sheri Astorino is a financial advisor with The Astorino Financial Group, Inc. in Fairfield, NJ, holding a Series 66 designation and five years of industry experience. Her prior experience includes roles at Citigroup and Bleakley Financial Group. She is also an independent insurance agent. The Astorino Financial Group provides stand-alone financial planning and consulting services to individuals and retirement plan clients, delivering written plans and recommendations on investment, estate, insurance, and tax matters. The firm does not provide investment supervisory or portfolio management services, and clients may implement recommendations through LPL Financial or other providers.

Matthew Byrne is a CFP®, CFA®, and PFS™ with 16 years of industry experience. He is the principal of M.K. Byrne & Co. LLC, where he has worked since 2020, following prior roles at Cetera Advisors LLC and his own CPA practice. In addition to his advisory work, he is a licensed insurance agent offering fixed insurance products including life, health, disability, annuities, and long-term care. M.K. Byrne & Co. LLC provides tax planning and compliance, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm combines investment management with coordinated tax and financial planning, utilizing a tactical asset-allocation approach within a modified Modern Portfolio Theory framework.

Zoriana Stawnychy is a CFP® professional with 47 years of industry experience. She has been with Stawnychy Financial Services, Inc. since 1991 and also worked with SAX Wealth Advisors, LLC from 2026. Stawnychy Financial Services provides fee-based investment advisory and comprehensive financial planning to individuals, small businesses, charitable organizations, and municipal governments. The firm offers qualified retirement plan consulting and manages portfolios using a tactical allocation strategy with a broad range of investment instruments, including equities, municipal securities, corporate debt, and options.

Andrew Leicht is the principal advisor at Leicht Financial Planning and Wealth Management in Parsippany, NJ, holding the CFP®, ChFC®, and Series 63 designations with 28 years of industry experience. He has been affiliated with LPL Financial LLC and his own firm since 2014. In addition to his advisory role, he is a licensed producer of long-term care insurance through LTCi Partners. Leicht Financial Planning and Wealth Management serves approximately 190 client relationships, providing discretionary investment management and comprehensive financial planning for individuals, trusts, estates, and various business entities. The firm employs ETF-based model portfolios with tailored adjustments and utilizes a combination of fundamental, technical, and cyclical analysis, alongside tax-loss harvesting strategies, to align portfolios with client objectives.

Christian Vivas is a financial advisor with Ronald Gelok & Associates, LLC, holding Series 65 and Series 63 credentials and has two years of industry experience. He has been associated with Ronald Gelok & Associates since 2017 and also worked at AAG Capital Inc. Outside of finance, Vivas teaches group fitness classes at the Madison and Meadowlands YMCA facilities. Ronald Gelok & Associates manages approximately $75 million for around 230 clients, serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm offers comprehensive financial planning, discretionary investment management, and access to brokerage and insurance products, with an investment approach that emphasizes fundamental analysis and tailored manager selection.

Paul Saxton is a CFP® professional with 25 years of industry experience, currently serving at Saiph Capital, LLC since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. Outside of his advisory role, Saxton is a member of the Screen Actors Guild and occasionally works as an actor, extra, and stunt player. He is also president of The Saxton Foundation, a charitable organization. Saiph Capital provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and banking institutions. The firm manages approximately $361 million in assets and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios using mutual funds, ETFs, individual securities, and Independent Managers.

David Podell is a financial advisor with Podell Financial Group LLC, holding a Series 66 designation and over 22 years of industry experience. He has worked at Podell Financial Group since 2006 and previously at Nylife Securities and New York Life Insurance Company for 20 years. Outside of his advisory role, he owns Business Benefits Consulting LLC, providing fee-for-service benefits consulting to business owners, and volunteers on the Town of Randolph Board of Assessments. Podell Financial Group LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors. The firm offers portfolio management, financial planning, and retirement plan consulting, using a tailored investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed at least quarterly.

Edwin Milner is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior firms include LPL Financial, American Investment Planners, and Signature Securities Group Corp./Signature Bank. He also provides limited services through Comprehensive Wealth Services during a transition to LPL Financial’s RIA platform. Comprehensive Wealth Services, LLC offers fee-based investment advisory and portfolio management primarily for high-net-worth individuals and related entities, focusing on mutual funds and ETFs with discretionary management tailored to client risk tolerance, tax situations, and time horizons. The firm is modest in scale, with four advisors serving a mainly high-net-worth client base.

Richard Wolfe is a CFP® with 21 years of industry experience and has been with Saddle River Capital Management, LLC since 2003. He is based in Wyckoff, NJ, and holds a Series 65 license. Saddle River Capital Management serves individual investors, other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients by providing portfolio management and comprehensive financial planning. The firm uses a proprietary research model combining fundamental and technical analysis to construct cost-efficient, globally allocated portfolios primarily using ETFs and mutual funds, with an emphasis on ongoing planning and performance tracking through quarterly reviews and modeled scenario testing.

Robert Korzik is a financial advisor with First Light Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for six years before joining First Light Wealth Advisors in 2017. Outside of his advisory role, he is a managing partner of RJE Marine Services LLC, a charter boat business run by his son. First Light Wealth Advisors provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm integrates fundamental and cyclical analysis with a derivative of Modern Portfolio Theory to manage portfolios across various asset classes, primarily on a discretionary basis.

Our clients and community value us for both our personal approach as well as our background experience. Our clients are amazing but do not always have the time and energy to go it on their own. We help bridge family and business conversations, and align our clients paths with their intended priorities. We have backgrounds in institutional investments, and consulting financial advisors, but we are perpetually students as well as surrounding ourselves with amazing professional alliances to help support our clients and community in every way we can. Growing up, my parents were owners of a small business that did paving and excavation services. I was able to work summers and through college and miss operating equipment. Same time I saw many of their challenges through each stage of ownership. I love helping business owners and consultants bridge their investments and behavior in alignment with their prioritized goals and intent. Working at an institutional asset manager and broker dealer allowed me to spend countless hours with amazing financial professionals (advisors, portfolio managers, economists and strategists). There is alot to learn in good times, and even more to learn in challenging times. We try to bring a long term vision and healthy perspective to meetings where clients are the ones driving to their goals with the full support of our firm and every resource we have.

Michael Dunne is a CFP® professional with eight years of experience, currently serving as an advisor at Cereus Financial Advisors, LLC since 2018. He is the treasurer of the Ramsey Democratic Club, where he manages the organization’s financial records and banking activities. Cereus Financial Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and retirement plans, combining discretionary and non-discretionary portfolio management with financial planning and retirement-plan advisory. The firm employs a blend of passive quantitative models, selected external managers, and active tax management, supported by AI-driven research and portfolio analysis tools.

Christopher Cullina is a CFP® professional with four years of industry experience. He is currently with M.K. Byrne & Co. LLC and previously worked at Cetera Advisors LLC/Nicholas Pascarella & Co. as OSJ and Jennison Associates. M.K. Byrne & Co. LLC provides tax planning, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm employs a tactical asset-allocation approach within a modified Modern Portfolio Theory framework and combines investment management with coordinated tax and financial planning.

Michael Kelly is a financial advisor at Podell Financial Group LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Eagle Strategies LLC and Nylife Securities LLC. In addition to his advisory role, he is an independent insurance agent in New Jersey. Podell Financial Group LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm employs a variety of investment strategies tailored to client objectives and manages both individual and employer-sponsored retirement accounts.

Robert Canzani is a financial advisor at Saiph Capital, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Saiph Capital provides financial planning, consulting, and investment management to individuals, trusts, charitable organizations, corporations, pension plans, and banking and thrift institutions. The firm employs a long-term strategic asset allocation approach with tactical adjustments and utilizes a range of investment vehicles, combining fundamental, technical, and cyclical analysis tailored to client risk tolerance and time horizon.

Francis Astorino is a CFP® with 42 years of industry experience, currently serving at The Astorino Financial Group, Inc., where he has worked since 1998. He also maintains a long-term association with LPL Financial beginning in 2003. Astorino is a notary public and has experience selling non-variable insurance products through outside companies. The Astorino Financial Group provides stand-alone financial planning and consulting services to individuals and retirement plan clients, delivering written plans and recommendations on investment, estate, insurance, and tax-related matters. The firm does not provide investment supervisory or portfolio management services but assists clients who choose to implement recommendations through LPL Financial or other providers.

Douglas Wolfe is a financial advisor at Saddle River Capital Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses. In addition to his advisory role, Wolfe provides insurance services to clients who request them. Saddle River Capital Management serves individual investors, other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients. The firm offers portfolio management and comprehensive financial planning, focusing on ongoing planning and regular reviews. Their investment approach uses cost-efficient, globally allocated portfolios constructed with ETFs and mutual funds, guided by a proprietary research model that combines fundamental and technical analysis.