David Cooley is a financial advisor at Covered Bridge Financial LLC with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked as an independent insurance agent for 12 years. Covered Bridge Financial LLC provides discretionary investment management and financial planning services primarily to individuals, high-net-worth individuals, and trusts. The firm uses a combination of fundamental and technical analysis with a long-term focus and incorporates a variety of investment instruments, including low-cost mutual funds, ETFs, individual stocks and bonds, as well as more complex strategies when appropriate.

Ronald Slosberg is a CFP® professional with 18 years of industry experience. He has been the principal advisor at Slosberg Financial Solutions, LLC since 2007. Slosberg Financial Solutions provides personalized financial planning and investment advice to pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, with additional services in retirement, education, tax, and estate planning. The firm uses a strategic asset-allocation approach with global diversification, primarily implementing portfolios through no-load mutual funds and ETFs, and employs a blended compensation model combining hourly and fixed fees with commissions from insurance and annuity sales.

Thomas Margaritondo is a financial advisor at Meadowbrook Advisors with five years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and RBC Capital Markets. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. Meadowbrook Advisors provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, non-profit organizations, and retirement plans. The firm manages portfolios using a range of investment vehicles and employs fundamental analysis and Modern Portfolio Theory with a long-term orientation.

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.

Robert Szigeti III is a financial advisor at SG Securities, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. Outside of his advisory role, he serves as an ice official for USA Hockey, officiating youth hockey games. SG Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm offers tailored investment strategies and conducts public educational seminars and workshops at no charge.

Darsh Sharma is a financial advisor at WP Asset Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Morgan Stanley and held academic roles at Stevens Institute of Technology and Vellore Institute of Technology. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services for individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm uses a combination of modern portfolio theory and multiple analytical methods, tailoring investment programs through individualized Investment Policy Statements.

Timothy Starkey is a CFP® and ChFC® with 23 years of industry experience. He is currently affiliated with LiftPoint Family Wealth Advisors, LLC and NewEdge Advisors, LLC, having previously worked at LPL Financial and Morgan Stanley. Starkey provides investment advisory services through NewEdge Advisors, an independent firm. LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive wealth management and financial planning. The firm employs a manager-agnostic approach, utilizing independent managers, ETFs, and alternative investments while coordinating planning with clients’ tax, estate, and insurance professionals.

Nick Guida is a financial advisor at Guidance Wealth Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including A Better Way Financial, LLC and Retirement Wealth Advisors, Inc. Outside of advisory work, Guida is a published author, having written articles for outlets such as Forbes, Money.com, and Fortune.com, and he is involved in solar equipment acquisitions through Guidance Solar Advisors, LLC. Guidance Wealth Advisors LLC provides wealth management and ongoing portfolio management primarily to individual and high-net-worth clients, combining written financial plans with discretionary implementation. The firm typically co-advises with Independent Managers for day-to-day trading, offering tailored advice across a diversified range of investments and employing strategies including direct indexing and option-oriented products.

Sara Solano is a financial advisor at LodeStar Advisory Group, LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining LodeStar Advisory Group, she worked at Lotus Learning Group for one year. LodeStar Advisory Group provides fee-only investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary services, tailoring portfolios based on individual goals, risk tolerance, and liquidity needs, and employs a range of investment methods including technical, fundamental, and cyclical analysis.

Joseph Orlandi is an advisor at Tango Capital Management, LLC, holding a Series 65 credential with one year of industry experience. His background includes military service from 2018 to 2022 and three years at Rutgers University prior to joining Tango Capital Management. Tango Capital Management is a small, independent registered investment adviser that offers discretionary portfolio management to individual and high-net-worth clients. The firm focuses on investment management across various asset classes and employs both long- and short-term trading strategies, including options, while excluding comprehensive financial planning and estate or insurance services.

Jenner Preston is a financial advisor at Tranquilli Financial Advisor, LLC in Clinton, NJ, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Preferred Capital Securities and Badger Creek Advisors LLC. Tranquilli Financial Advisor serves individuals, trusts, estates, retirement plans, and business entities by providing financial planning, consulting, and discretionary investment management. The firm manages approximately $199.4 million in assets across 221 client relationships and utilizes third-party Independent Managers for portfolio allocations, conducting ongoing due diligence and monitoring.

Ian Davis is a financial advisor with Horizon Financial Group, Inc., holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at LPL Financial and Lincoln Financial Securities. Outside of his advisory work, he has been involved in non-variable insurance activities. Horizon Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and select nonprofit organizations. The firm offers planning and referral services based on fundamental and technical analysis, utilizing a range of investment products while emphasizing non-discretionary planning and third-party manager referrals.

Frank Lentz is a Series 65–licensed financial advisor with 15 years of industry experience. He has been with Managed Wealth Advisors since 2010. Managed Wealth Advisors is a fee-only registered investment adviser that provides discretionary portfolio management primarily for individual brokerage and retirement accounts. The firm uses a tactical asset allocation strategy incorporating equities, ETFs, closed-end funds, and options strategies to pursue yield enhancement and volatility management.

David Johnson is a financial advisor with Private Client Group Asset Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at firms including Cetera Advisors LLC, Johnson & Murphy Wealth Advisors, and First Allied Advisory Services. Outside of advising, Johnson serves as a trustee for Centenary College and is involved with several nonprofit organizations such as Freedom House and the Baseball Assistance Team. Private Client Group Asset Management serves individuals, retirement plans, trusts, estates, and business entities by providing financial planning and investment supervisory services. The firm manages approximately $143 million across about 109 client accounts, utilizing model portfolios and third-party money managers while offering wrap fee programs with discretionary management delegated to recommended sub-advisers.

Samantha Baghal is a financial advisor at Guidance Wealth Advisors LLC in Lebanon, NJ, holding a Series 65 designation. She has been with Guidance Wealth Advisors since 2024 and is also involved with Guidance Income Advisors, LLC as an insurance agent. Guidance Wealth Advisors is a small, supported firm serving individuals, corporations, foundations, and retirement plans with approximately $27.8 million under management. The firm combines discretionary portfolio management with comprehensive financial planning and uses a co-advisory model with Independent Managers, offering diversified portfolios that include derivatives and alternative investments.

Bradford Gruby is a financial advisor at High Point Wealth Management, LLC in Chester, NJ, holding a Series 65 designation with 17 years of industry experience. He has been with High Point Wealth Management since 2008. High Point Wealth Management serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and investment advisory services, using a fundamental and cyclical analysis investment approach combined with asset allocation across mutual funds, ETFs, individual stocks, and bonds.

Louis Tranquilli is a financial advisor with Tranquilli Financial Advisor, LLC in Clinton, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2018, he worked at IC Advisory Services, Inc. and The Investment Center, Inc. from 2007 to 2018. Outside of advisory work, he is a member of an LLC involved in property ownership. Tranquilli Financial Advisor serves individuals, trusts, estates, retirement plans, and business entities, providing financial planning, consulting, and discretionary investment management. The firm customizes portfolios based on client-specific factors and frequently utilizes third-party independent managers, maintaining ongoing due diligence and oversight.

Gary Prince is a financial professional with Private Client Group Asset Management, holding a Series 66 designation and one year of industry experience. He previously worked at Peapack Private Wealth Management and Brown Brothers Harriman. Gary is based in Gladstone, NJ. Private Client Group Asset Management is a registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning and investment supervisory services, managing approximately $143 million across about 109 client accounts.

Kenneth Lenskold is a financial advisor with Private Client Group Asset Management in Gladstone, NJ, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Beacon Investment Advisory Services for nine years and has been with Private Client Group Asset Management since 2025. Private Client Group Asset Management serves individuals, retirement plans, trusts, estates, and business entities, managing approximately $143 million across 109 client accounts. The firm provides financial planning and investment supervisory services, typically implementing client strategies through model portfolios and third-party sub-advisers while sponsoring wrap fee programs with discretionary management oversight.

Robert Iandoli is a financial advisor at Horizon Financial Group, Inc. with 40 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial and Lincoln Financial Securities Corporation prior to his current role. He has been with Horizon Financial Group since 2001. Horizon Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and select nonprofit organizations. The firm focuses on non-discretionary planning and third-party manager referrals, utilizing both fundamental and technical analysis in its advice.