Anthony Durkin is the principal advisor at Durkin Investment Group, LLC, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has operated his own firm since 2013. In addition to his advisory role, Durkin provides revenue and accounts receivable consulting services outside of the investment industry. Durkin Investment Group, LLC offers discretionary investment supervisory services to individuals, high-net-worth clients, and trusts. The firm employs a combination of charting, fundamental, and technical analysis to construct diversified portfolios, primarily using mutual funds and ETFs, with regular account reviews and rebalancing.

Anthony Patti is a CFA charterholder and principal of AJ Patti Advisors LLC with two years of industry experience. He previously worked at Credit Suisse for 17 years before founding his independent advisory firm. Patti also serves in an unpaid nonprofit board role. AJ Patti Advisors LLC offers financial and retirement planning, risk management, and portfolio management services to individual and family clients. The firm uses a top-down, allocation-driven investment process focused on agreed-upon asset allocations, risk management, and periodic account reviews, operating as a single-advisor practice without taking custody of client assets or voting proxies.

Michael Keogh is a financial advisor at VCM Wealth Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera and Credit Agricole. Outside of his advisory role, Keogh owns and operates a fitness center, The Max Challenge, in Red Bank, NJ, and is a silent investor in a restaurant business. VCM Wealth Advisors provides discretionary portfolio management and advisory services to individual and high-net-worth clients, employing both fundamental and technical analysis across a range of investment vehicles. The firm focuses on personalized investment strategies, often documented in investment policy statements, and may utilize third-party advisers to manage portions of client assets.

Robert Nahum is a CFP® professional with 21 years of industry experience, currently serving at Nisman Investment Services Inc. in Lakewood, NJ, where he has worked since 1993. He also operates an accounting and tax firm, where he acts as president. Nisman Investment Services provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and retirement plans. The firm manages tailored portfolios focused on equities, mutual funds, and ETFs, aligning investment strategies with client objectives and risk tolerance.

Joseph Chuisano is a CFP® professional with 21 years of experience, operating as the sole advisor at Chuisano and Albert, L.L.C. in Old Bridge, NJ. The firm provides customized financial planning and investment advisory services to individuals and families, managing approximately $15 million across 37 client relationships. Chuisano and Albert offers tailored portfolios primarily composed of mutual funds and individual stocks, emphasizing asset allocation over market timing. All accounts are managed on a non-discretionary basis with client approval required before trades, and the firm operates on a fee-only structure without accepting third-party compensation.

Abraham Ades is the principal of Ades Wealth Management Inc. in Allenhurst, NJ, with nine years of industry experience. He holds a Series 65 credential and has been involved in various business ventures since the early 1990s, including retail jewelry sales and real estate consulting. Ades also manages several real estate investment entities. Ades Wealth Management provides fee-based, discretionary portfolio management services primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory. The firm employs a range of strategies including trading and option writing, and incorporates real estate consulting as part of its service offering.

Paul Impellizeri is the principal and sole advisor at Cascio Wealth Management, an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to founding Cascio Wealth Management in 2021, he worked at Private Advisor Group, LLC and LPL from 2012 to 2021. Cascio Wealth Management provides portfolio management services to individuals, high-net-worth clients, corporations, and business entities. The firm employs modern portfolio theory and a long-term trading approach to tailor diversified portfolios across mutual funds, ETFs, equities, fixed income, and insurance products, with regular portfolio reviews and discretionary management.

Kelly Trageser is a CFP® professional with 14 years of experience in financial planning. She is the sole advisor at Sea Clear Financial Planning, LLC, an independent firm she has led since 2012 in Brielle, NJ. Sea Clear Financial Planning provides comprehensive financial planning and investment management primarily to individual and high-net-worth clients. The firm uses a third-party wealth management platform to implement tailored portfolios and offers both standalone financial plans and ongoing investment management under a fiduciary standard.

Mujibun Khan is the sole advisor at IEM Asset Management, LLC, an independent firm based in Red Bank, NJ. He holds the Series 66 designation and has 22 years of industry experience, including over 20 years with IEM Asset Management. Khan has an ongoing involvement in energy-efficiency research and development outside of his advisory role. IEM Asset Management serves individual clients, including some high-net-worth households, with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs an active, research-driven investment approach that combines fundamental, technical, quantitative, and cyclical analysis, offering diversified allocations across multiple asset classes and customized portfolio management.

Boruch Terebelo is a financial advisor at Five Point Investments with one year of industry experience. He holds a Series 65 designation and has been affiliated with Beth Medrash Govoha since 2013. Five Point Investments serves individuals and high-net-worth clients by offering financial planning and investment management services, including portfolio management, comprehensive plans, consultations, and educational seminars. The firm’s investment approach combines diversification, Modern Portfolio Theory, tax-aware account placement, behavioral finance guidance, and selective tactical tools such as options strategies and buffered ETFs.

Joshua Nussbaum is the sole advisor at NJ Capital Management and holds a Series 65 designation. He began his career in financial advising in 2025 after seven years at Beth Medrash Govoha and three years at Yeshivas Brisk. NJ Capital Management offers discretionary and non-discretionary investment management services to individuals, high-net-worth investors, trusts, estates, and corporate entities, as well as managing a private pooled investment vehicle for accredited investors. The firm utilizes fundamental, technical, and macroeconomic analysis across various instruments, including equities, fixed income, ETFs, options, commodities, and alternative investments, and employs strategies such as long and short positions, derivatives, and leverage.

Gary Garland is a financial advisor at Integrated Wealth Solutions, LLC with 10 years of industry experience. He holds the CFP® designation and a Series 65 license. In addition to his advisory work, he is an attorney specializing in estate planning and elder law through his own law practice, Garland Law Offices, P.A. Integrated Wealth Solutions is an independent investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm offers discretionary investment management, financial and business planning, insurance reviews, and free educational workshops, typically utilizing a passive, diversified investment approach tailored to each client’s objectives.

Brian Giesen is a CFA® charterholder with five years of industry experience. He is currently with Atlantica Investment Partners and previously worked at River's Edge Wealth Partners, Invesco, and OppenheimerFunds. Atlantica Investment Partners provides discretionary investment management and modular financial planning services primarily to individuals and high-net-worth clients. The firm constructs portfolios in-house, applying Modern Portfolio Theory alongside fundamental, technical, and cyclical analysis, and manages accounts on a discretionary basis tailored to clients’ goals and risk tolerance.

Barry Weiss is a CFA® charterholder and the sole advisor at Live Oak Financial Management in Long Branch, NJ, with 11 years of industry experience. He previously worked at Yorktown Funds for seven years and Kroll Bond Rating Agency for three years. Live Oak Financial Management provides portfolio management and investment advisory services to individuals, small businesses, and non-profit organizations, managing a small client roster with relatively modest minimums. The firm employs a top-down fundamental investment approach combined with technical analysis and focuses on exchange-listed securities without using leverage.

Colin Heaney is a financial advisor at WestPeak Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, Fidelity Investments, and PIMCO. Heaney is also a licensed independent insurance agent. WestPeak Financial provides portfolio management and financial planning services to individual clients, utilizing modern portfolio theory and cyclical analysis to guide long-term investment strategies. The firm offers ongoing account management as well as one-time and subscription-based planning without an account minimum.

Satram Chainani is the sole advisor at Sigma Capital Management and holds a Series 65 designation with 19 years of industry experience. He has been with Sigma Capital Management since 2008, first at the LLP and then at the LLC since 2017. Sigma Capital Management provides discretionary investment advisory services to a small number of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $1.56 million across five discretionary accounts, investing primarily in equities, fixed income, no-load mutual funds, and equity options, with a focus on combining charting, fundamental, and technical analysis.

Ryan Seewald is a financial advisor at Bridlewood Private Wealth LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets and Lord, Abbett & Co. LLC. Seewald is also a licensed independent insurance agent. Bridlewood Private Wealth LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individuals, high-net-worth individuals, trusts, small businesses, and estates. The firm’s investment approach integrates fundamental, technical, charting, and cyclical analysis tailored to clients’ goals, time horizons, and risk tolerances.

Michelle Coffey is a financial advisor at Sea Change Financial Planning with eight years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for three years and SHI International Corp for twelve years. Sea Change Financial Planning serves individual clients, including some high-net-worth households, providing investment management along with project-based, ongoing, and hourly financial planning. The firm offers educational seminars and speaking engagements, develops individualized investment policies using fundamental analysis, and manages portfolios with a mix of passive and active vehicles tailored to clients’ objectives and risk tolerances.

David Berkowitz is the sole advisor at Valuealigned Partners and holds Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Savvy since 2026 and previously at ValueAligned Partners, LLC for 24 years. Outside of advisory work, he serves as an accountant and administrator for Berk Capital, LP, an investment-related family partnership he has been involved with since 1995. Valuealigned Partners provides discretionary and non-discretionary investment management and comprehensive financial planning for individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm follows a value-oriented, fundamental analysis investment approach, emphasizing long-term equity holdings and selective use of options, and has experience managing a pooled investment vehicle.

Vincent Colubiale is a financial advisor at FinTech Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Woodstock Wealth Management. In addition to his advisory role, he serves as president of FinTech Income, LLC, where he sells non-securities insurance. FinTech Wealth Management provides investment management and financial consulting to individuals and households, including business owners, executives, and trusts. The firm uses modern portfolio theory with personalized strategies, including a documented options program and estate and trust administration services.