Steven Bedell is a CFP® with 22 years of industry experience and has been with Omega Capital Management, LLC since 1999. He holds a Series 63 license and operates out of Flanders, NJ. Omega Capital Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, families, retirees, retirement plans, businesses, and trust and estate clients. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory, offering both passive and active investment options tailored to client needs.

Gary Reneau is a financial advisor at IHP Wealth Management in Morristown, NJ, holding the CFA® designation and Series 66 license with 17 years of industry experience. He has worked at Pickwick Capital Partners, Indian Head Partners LLC, and Silver Leaf Partners, LLC. Reneau is also involved in consulting for a carbon capture company and participates in decentralized finance projects in advisory and information-gathering roles. IHP Wealth Management provides tailored investment advisory and portfolio management services to individuals, trusts, estates, foundations, endowments, and pension and profit-sharing plans. The firm emphasizes a top-down macro asset allocation and sector rotation approach, incorporating fundamental, technical, and cyclical analysis, and offers access to alternative investments and third-party asset managers.

Donald Davret is a financial advisor at FloMartin Securities Corporation in Morristown, NJ, holding Series 63, 65, and 66 licenses with two years of industry experience. He has been with FloMartin Securities since 2014. FloMartin Securities Corporation provides investment advisory and pension consulting services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $4.4 million in assets. The firm uses written Investment Policy Statements and model portfolios to tailor asset allocation and security selection, primarily managing assets on a non-discretionary basis while employing active trading tools that may increase portfolio volatility.

James Higley is a financial advisor at Eames Financial in Florham Park, NJ, holding a Series 63 designation with 20 years of industry experience. He has been with Eames Financial since 1994. Eames Financial provides investment management and financial counseling to individuals, trusts, and charitable foundations. The firm employs a multi-step, goals-driven process emphasizing fundamental analysis and broad diversification, managing the majority of client assets on a non-discretionary basis while offering tailored portfolio solutions and comprehensive planning services.

Thomas Vetter is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founder of Vetter Planning. He chose to establish Vetter Planning because of his desire to help individuals and small businesses develop financial plans that are designed to achieve their goals. It was founded upon principles that place the utmost value on its clients’ financial goals and objectives. It is in the business of building long-term, solid relationships that are based upon trust and quality client service. Since 2002, Tom has been providing financial planning and investment advice. He graduated from Siena College in Loudonville, NY with a Bachelor of Science degree in Finance. Prior to founding Vetter Planning, he was a Senior Financial Analyst for Guardian Life and an Investment Analyst for NYC Housing Development Corporation. Tom resides in Randolph, New Jersey with his wife, Jennifer, son Gavin, and daughters, Abigail and Claire. His interests include volunteering, coaching youth sports, golf, and mountain biking.

William Keller is a financial advisor at Keller Wealth Management LLC in Whippany, NJ, holding a Series 65 credential with five years of industry experience. His prior experience includes roles at Prudential Financial and Primerica, and he is also employed as a manager at Mondelez International. Keller maintains an independent insurance practice alongside his advisory work. Keller Wealth Management LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, and business clients. The firm offers specialized pension consulting and serves as a fiduciary to qualified retirement plans, employing a blend of fundamental and cyclical investment analysis with a variety of holdings including mutual funds, ETFs, and options.

Colin Slabach is a CFP® professional at Meridian Atlas Planning with one year of industry experience. He holds a doctorate in personal financial planning and has served as a university professor at New York University since 2022. Prior to that, he was affiliated with The American College of Financial Services and Texas Tech University. Meridian Atlas Planning is an independent, fee-only firm that provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an investment approach based on asset allocation, blending passive and active strategies rooted in fundamental analysis and Modern Portfolio Theory, with an emphasis on discretionary portfolio management and personalized investment policies.

David Cohen is a financial advisor with Sterling Financial Management, Inc. in Morristown, NJ, holding a CFP® designation and Series 63 and 65 licenses. He has 31 years of industry experience and has been affiliated with SagePoint Financial, Inc. since 2009 and OSAIC since 2023. Cohen is also the owner and president of Sterling Financial Management, where he oversees all duties associated with the registered investment advisory firm. Sterling Financial Management serves individuals, trusts, and retirement plans with customized financial planning, hourly consulting, and investment advisory services. The firm employs both fundamental and technical analysis, generally favoring mutual funds and ETFs in long-term strategies, and manages accounts on a non-discretionary basis with regular client reporting.

Amit Singhal is a financial advisor at Mantrana Advisors with one year of industry experience. He holds a Series 65 designation and concurrently works full time in business and account management at BASF Corporation, a global chemical company. Mantrana Advisors provides financial planning services to individuals, high-net-worth clients, small businesses, and families caring for persons with special needs. The firm operates on a fee-only basis without managing client assets, offering investment recommendations as part of comprehensive plans using a combination of fundamental analysis and passive and active asset allocation strategies.

Kenneth Gibbons is a financial advisor at Financial Engineering LLC in Sparta, NJ, with six years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors LLC, David Gerson CPA, and Professional and Reliable Accounting Services LLC. In addition to his advisory role, he owns Financial Strategies LLC, an insurance and annuities business. Financial Engineering LLC serves individuals, families, business owners, and pension/retirement plan sponsors with financial planning, investment advisory services using third-party managers, and retirement-plan consulting. The firm combines accounting and tax preparation services with financial planning and offers insurance and annuity products through an affiliated insurance practice.

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.

James Walker II is a CFP® and founder of The Financial Forge, LLC in Mendham, NJ. He has three years of experience at UBS, served as a U.S. Army lieutenant colonel before retiring in 2019, and has been a West Point economics professor since 2019. The Financial Forge provides personalized financial planning and education to individuals, families, public-service professionals, small business owners, and medical and legal professionals. The firm focuses on behavioral coaching and scenario-based planning, offering non-discretionary recommendations and services such as tax strategy consultations, retirement planning, and student loan guidance without managing client assets.

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.

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.

Victor Vuskalns is a financial advisor at Tango Capital Management, LLC, holding a Series 63 designation with 27 years of industry experience. He has been with both Auerbach, Pollak & Richardson Inc. and Tango Capital Management since 1999. Tango Capital Management provides discretionary, fee-only investment management to individual and high-net-worth clients, focusing on portfolio construction, monitoring, and rebalancing. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and options, and operates with principal involvement in client accounts at a modest scale.

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.

Ryan Brennan is a Series 65-licensed advisor with McMillan Analysis Corporation, where he has worked since 2005. He has 19 years of industry experience and is based in Randolph, NJ. McMillan Analysis Corporation serves individuals, including high-net-worth clients, as well as banks, investment companies, trusts, and other advisers. The firm specializes in discretionary portfolio management focused on option-based strategies, combining active asset management with a commercial publishing and data business that includes subscription newsletters, seminars, and software products.

Christian Vivas is a financial advisor at Ronald Gelok & Associates, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the financial sector since 2016. Outside of his advisory work, Vivas teaches group fitness classes at local YMCA branches in New Jersey. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, including individuals, retirement plans, trusts, and charities. The firm provides comprehensive financial planning, discretionary investment management, and access to brokerage and insurance products, using independent managers and sub-advisory platforms tailored to clients' risk profiles.