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.

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.

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.

Michael Kahn is the sole advisor at Corollary Capital LLC, an independent firm based in Ocean, NJ. He holds a Series 65 designation and has 15 years of industry experience, all with Corollary Capital since its founding in 2011. Corollary Capital LLC offers discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm uses fundamental and cyclical analysis and executes both long- and short-term trades across multiple asset classes, tailoring investment supervisory services and written investment policy statements to client goals and risk tolerance.

Zak Shaik is the sole advisor at ARPP with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ing Financial Partners since 2006. Outside of his advisory role, he is a principal in Peploans.com, a commercial real estate and business lending brokerage firm operating nationwide. ARPP LLC dba Sabur Private Wealth Management serves high-income individuals, business owners, professional athletes, executives, and family offices, focusing primarily on advanced tax planning and strategic financial planning. The firm provides non-discretionary investment advisory services and emphasizes coordination with tax and legal professionals while using tax modeling and cash-flow projections to develop tax-focused financial plans.

Jeffrey Stevens is the principal of Preferred Wealth Advisors, LLC, an independent advisory firm based in Freehold, NJ. He holds Series 63 and Series 65 licenses and has nine years of experience at Preferred Wealth Advisors, alongside extensive experience in the financial services industry dating back over four decades. Stevens also owns and operates affiliated businesses involved in insurance sales and college funding strategies. Preferred Wealth Advisors, LLC serves individual and high-net-worth clients by providing asset management through third-party money managers and platform wrap programs, combined with financial planning and consulting services. The firm uses tailored strategies based on fundamental analysis and conducts educational seminars for clients.

John Papandrea is a financial advisor with Dominion Wealth Advisors, LLC in Manasquan, NJ. He holds the PFS™ designation along with Series 63 and 65 licenses and has 16 years of industry experience. He has been with Dominion Wealth Advisors since 2011 and also operates Dominion Financial Consultants, a CPA and tax preparation firm. Dominion Wealth Advisors provides investment supervisory services to individuals, high-net-worth investors, and business entities, developing customized Investment Policy Statements and managing diversified portfolios. The firm employs multiple methods of analysis and a range of investment strategies, operating as a single-advisor practice with discretionary portfolio management.

Moshe Sussman is a financial advisor at Fortune Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has been with Fortune Capital Management since 2019. Outside of his advisory role, he is the Chief Strategy Officer and an equity stakeholder at a tech startup called FirmVO. Fortune Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm’s investment approach integrates charting, fundamental and technical analysis, focusing primarily on equities and ETFs, and employs options strategies, short sales, and margin trading as appropriate.

Robert Amabile is a Series 65-licensed financial advisor with 10 years of industry experience. He is the sole advisor at RACK Consulting LLC, where he has worked since 2015. In addition to his advisory role, he is involved with Central Jet Charter. RACK Consulting LLC provides portfolio management and investment advisory services to individual and high-net-worth clients. The firm employs a variety of analytical methods and trading approaches while generally maintaining non-discretionary client relationships and managing all assets directly without third-party sub-advisers.

Donald Ayers Jr. is a financial advisor with Innovative Wealth Partners, LLC in Manasquan, New Jersey, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including nine years at THE O.N. Equity Sales Company and ten years with Ohio National Financial Services. Outside of investment advising, he serves as treasurer for Brick United, a charitable foundation. Innovative Wealth Partners, LLC is a New Jersey-registered investment management firm serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs an asset-allocation driven investment process beginning with an investment policy statement and manages portfolios across multiple asset classes, generally on a nondiscretionary basis.

Peter Maldjian is a financial advisor at Rilex Capital LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at National Asset Management and National Securities Corporation from 2008 to 2020. Outside of his advisory role, he is a 50% owner of a tax and business consulting practice. Rilex Capital provides wealth management and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a combination of fundamental and technical analysis to create diversified, model-based portfolios tailored to clients' objectives, and offers coordinated tax, accounting, and insurance services.

Riddhi Jain is a CFP® professional with three years of industry experience, currently serving at HAPPYRICH Capital. She has held roles at MFA Wealth Inc., MFA Capital Private Ltd., and MFA Consulting Private Limited since 2011. Outside of her advisory duties, she serves as Senior Vice President of Planning at MFA Capital Private Ltd. in India, where she is involved in goal-based investment planning, risk management, tax strategies, and mentoring financial planning team members. HAPPYRICH Capital (MFA Wealth Inc.) provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities. The firm manages approximately $45 million in client assets, emphasizing strategic asset allocation with a combination of passive index funds and tactical active funds, and supports client relationships with documented investment policy statements.

Paul Campadonico is a financial advisor with Varbeco Wealth Management, LLC in Colts Neck, NJ, holding a Series 66 designation and 29 years of industry experience. He has been with Varbeco Wealth Management and affiliated with LPL Financial since 2002. Campadonico is also licensed in non-variable insurance and dedicates part of his work to that area. Varbeco Wealth Management provides financial planning and consulting services to individuals and various institutional clients, focusing on analysis and recommendations rather than discretionary management of client accounts. The firm emphasizes a structured planning process and client education, offering fee arrangements that differ from typical asset-based models.

Timothy Mullooly is a financial advisor with Mullooly Asset Management, Inc., holding a Series 65 designation and nine years of industry experience. He has been with Mullooly Asset Management since 2014. Mullooly Asset Management is a small advisory team providing discretionary investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, as well as charitable and corporate clients. The firm serves both non-high-net-worth and high-net-worth investors, integrating financial planning with portfolio management and employing a range of strategies including fundamental analysis, technical charting, options, short sales, and margin trading.

Taylor Bauerband is a financial advisor with G. Douglas Wealth Management in Toms River, NJ, holding Series 66 and Series 63 licenses with three years of industry experience. Prior roles include positions at SB Advisory, LLC and San Blas Securities. Outside of advising, Taylor designs and sells crafts and works as an event planner for occasional private events. G. Douglas Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement plans. The firm uses third-party discretionary portfolio management platforms, estate and legacy planning, and offers a mix of model mutual fund allocations and custom managed accounts.