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.

Cameron Lease is a financial advisor at Lease Investment Advisors in Toms River, NJ, holding a Series 65 designation with one year of industry experience. Prior to founding Lease Investment Advisors, he held roles at Longfield Gardens LLC, Carrier, ScentAir Corp, Suntrust Bank, and Ramapo College of NJ. Lease Investment Advisors provides investment management and comprehensive financial planning to individuals, families, trusts, and small businesses, as well as assisting employers with retirement plan establishment and management. The firm employs a fundamental, cost-conscious investment approach focused on long-term, diversified strategies and offers discretionary portfolio management with regular reviews.

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.

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.

Mark Angelo is a CFP® with 39 years of industry experience, currently operating Mark J. Angelo Financial Services in Toms River, NJ. He has been with LPL Financial since 1991 and founded his own firm in 1998. Outside of advising, he is involved in tax preparation and supplemental insurance sales through AFLAC. His firm provides financial planning and consulting services to individuals, high-net-worth clients, and business entities, as well as retirement plan solutions for employers. The firm uses hourly or fixed fees for planning and consulting, does not manage client assets or accept custody, and bases investment recommendations on fundamental analysis with periodic rebalancing.

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.

Mark Schlosser is the founder and sole advisor of Schlosser Financial Services, Inc. He holds the CFP® and Series 63 designations and has 21 years of industry experience. Schlosser has led his independent advisory firm since 1997. Schlosser Financial Services primarily serves individual investors and small businesses with SIMPLE IRAs and individual 401(k) plans, offering comprehensive financial planning that includes investments, insurance, tax, retirement, and estate planning. The firm follows a non-discretionary, multi-asset approach using passive ETFs and mutual funds, with client portfolios reviewed quarterly and adjusted based on both fundamental and basic technical analysis.

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.

Richard Prozzo is an investment advisor representative at Davidson Wealth Management LLC with 37 years of industry experience. He has been with Davidson Wealth Management since 2010 and is also affiliated with OSAIC. Prozzo serves as a trustee alongside his mother for his deceased father’s irrevocable trust, making investment decisions and distributing income to the beneficiary. Davidson Wealth Management LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $172.4 million across about 228 accounts. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party advisory programs, employing fundamental, technical, and charting analysis while maintaining a predominantly non-discretionary asset base.

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.

Sue Meehan is a financial advisor at Meehan Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 65 designation and has been working at Meehan Wealth Advisors since 2012. Prior to this, she has been associated with Meehan & Associates, a certified public accounting practice, since 1984. Meehan Wealth Advisors provides financial planning and referral services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored financial plans addressing cash management, retirement, tax, estate, and charitable giving needs, and refers clients to independent investment advisors for asset management.

Richard Meehan is a Series 65-licensed financial advisor with 13 years of experience at Meehan Wealth Advisors, LLC, where he has worked since 2012. He also has a long-standing history with Meehan & Associates, a certified public accounting practice active since 1984. Meehan Wealth Advisors provides financial planning and referral services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored financial plans covering cash management, retirement, tax, estate, and charitable giving needs, and operates mainly as a planning-and-referral adviser, coordinating with independent investment advisors for portfolio management.