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.

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.

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.

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.

Ryan Morse is a financial advisor at Jersey Shore Portfolio Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jersey Shore Portfolio Management since 2012. In addition to his advisory role, he is the founder of Step It Up Consulting, LLC, a business consulting firm he has operated since 2008. Jersey Shore Portfolio Management serves individual and high-net-worth investors, trusts, estates, businesses, and clients of other advisors by providing discretionary portfolio management, financial planning, consulting, and self-directed trading support. The firm employs a combined fundamental and technical analysis approach, offering actively managed strategies and tactical portfolio adjustments using ETFs, equities, bonds, and derivatives.

Jacques Frenkel is a financial advisor at Geneva Financial Group with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Management and National Securities Corporation. In addition to his advisory role, he is involved in a logistics freight transportation company and serves as president of a charity foundation. Geneva Financial Group provides asset management and investment advisory services to individuals, corporations, and family offices, managing both discretionary and non-discretionary accounts. The firm employs a variety of analytical methods and trading strategies, focusing on a small client base with a high asset-per-client profile.

Kristopher Sevcenko is a CFP®-certified financial advisor with 20 years of industry experience. He has been with Davidson Wealth Management LLC since 2012 and is also affiliated with Osaic Wealth, Inc. Sevcenko serves as trustee for his father’s and parents’ irrevocable family trusts, managing investment decisions for those assets. Davidson Wealth Management serves individual clients, including high-net-worth households, as well as retirement plans, trusts, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, using risk-tolerance questionnaires and model portfolios to create individualized strategies across a range of investment vehicles.

Thomas Connors is a CFP® with 42 years of industry experience, currently serving as the sole advisor at Island Financial Advisors in Toms River, NJ. His prior roles include positions at Red Oak Capital Management, Great Lakes and Atlantic Wealth Management, and International Assets Advisory. Outside of advisory services, he operates a tax preparation practice and holds an insurance agent license, providing fixed annuities and life insurance. Island Financial Advisors provides portfolio management and advisory services to individuals and trusts, including high-net-worth clients. The firm employs both fundamental and technical analysis, utilizes mutual funds, equities, fixed income securities, and ETFs, and performs due diligence on third-party managers it may recommend.

Jorie Johnson is a CFP® professional with 22 years of industry experience. She has been with Financial Futures, LLC since 2003. Financial Futures is a fee-only firm offering financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite asset allocation using low-cost index and ETF cores combined with active managers, managing approximately $270 million for about 200 clients with a three-advisor team.

Eric Feldman is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Financial Futures since 2018 and previously was with Odigo Financial and Karl Storz Endoscopy America. In addition to his advisory work, he is the sole member of Four15 Advisors, LLC, a tax preparation firm serving individuals and small businesses. Financial Futures is a fee-only firm that provides financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite asset allocation approach with a focus on low-cost indexes and ETFs, managing approximately $270 million for around 200 clients through a three-advisor team.

Michael Yorio Jr. is a financial advisor at MMM Capital Ventures with a Series 65 credential and less than one year of industry experience. His prior work includes various roles in the hospitality and real estate sectors, including employment as a bartender at Wharfside Patio Bar. He is also associated with several small business ventures, some of which are currently inactive. MMM Capital Ventures is a small advisory firm serving individual retail investors and custodial accounts, offering portfolio management and financial planning. The firm employs an active, market-timing investment approach that incorporates technical analysis, sentiment measures, and tactical strategies such as options and leveraged ETFs.

Douglas Bauerband is a financial advisor with G. Douglas Wealth Management in Toms River, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at San Blas Securities and TFS Securities, along with operating his own advisory and insurance businesses. Outside of advising, he serves as a trustee and finance committee member for a nonprofit senior care community and is the author of several books on wealth and retirement planning. G. Douglas Wealth Management is a small firm serving individual and high-net-worth clients as well as retirement plan sponsors. The firm provides discretionary portfolio management primarily through third-party SEI-managed programs and offers comprehensive and hourly financial planning services.

Richard Prozzo is a financial advisor with Davidson Wealth Management LLC in Forked River, NJ, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Osaic and various positions outside the financial industry, including education and municipal work. Davidson Wealth Management serves individual clients, retirement plans, trusts, and business entities by offering asset management, financial planning, and retirement plan consulting. The firm manages client accounts using risk-tolerance questionnaires, asset allocation tools, and model portfolios, providing both discretionary and non-discretionary portfolio management.

Victor Donato is a CFP® with seven years of industry experience, currently serving as an advisor at Shore Point Advisors, LLC. His career includes prior roles at LPL Enterprise, Pruco Securities, LLC, and Prudential Insurance Company of America. Outside of financial advising, he is the owner of Reliable Benefits, a health insurance business, and serves as treasurer on the board of directors for Wesley Hall School of Early Childhood. Shore Point Advisors is a ten-advisor team that provides discretionary portfolio management and financial planning services to individuals, retirement plans, charities, and business entities. The firm employs a range of investment strategies including modern portfolio theory, option strategies, and multi-asset overlays, managing over $327 million in discretionary assets as of the end of 2025.

Howard Bernheim is a CFP® professional with four years of industry experience, currently serving as an advisor at Wealth Quarterback LLC since 2021. Prior to joining Wealth Quarterback, he worked at S&P Global for 34 years. Outside of his advisory role, he is also an insurance agent with Jalinski Advisor Group. Wealth Quarterback LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement plans, serving as an ERISA fiduciary when engaged. The firm employs a combination of fundamental, quantitative, technical, and charting analysis with both long- and short-term trading and offers client education through seminars and a radio program.

Elchanan Abramowitz is a Series 65-licensed financial advisor with 23 years of industry experience. He has worked at Able Wealth Management LLC since 2022 and previously spent 20 years at Sterling Wealth Management, LLC. Able Wealth Management serves individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations by providing discretionary portfolio management, written financial planning, and pension consulting. The firm employs an IPS-based, diversified investment approach that emphasizes ETFs and integrates fundamental analysis, Modern Portfolio Theory, and factor investing.

Yoel Kaplowitz is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. He has been with Able Wealth Management LLC since 2018 and previously worked at Mid Atlantic Resource Group LLC, Minnesota Life Insurance Company, and Securian Financial Services Inc. He is also licensed in life and health insurance. Able Wealth Management LLC provides investment advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers customized portfolio management and financial planning, employing diversified, ETF-focused strategies and multiple analytical approaches, while utilizing third-party platforms and subadvisors for specialized capabilities.

Simcha Goldberg is a financial advisor at Able Wealth Management LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance. Before entering the financial services industry, he spent ten years at Machzikei Hadas Rabbinical College. Able Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs an IPS-based, diversified investment approach primarily using ETFs and supplements in-house management with sub-advisors and third-party platforms.

Colin Fay is a financial advisor at Shore Point Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in both education and consulting roles prior to joining Shore Point Advisors. Outside of advisory services, he also works as an insurance agent. Shore Point Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and business entities. The firm manages over $327 million in assets through a ten-advisor team, employing modern portfolio theory, multi-asset overlay techniques, and derivatives in their investment approach.

Albert Silvestri is a financial advisor at Platform Wealth Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Raymond James Financial Services and Sam Investments LLC. In addition to his advisory role, he is a principal and CPA at Hamilton Mercer Advisors, providing accounting and tax services. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes Modern Portfolio Theory and long-term, low-turnover investing, supported by formal affiliations with accounting and consulting practices and a team that includes multiple CPA/PFS credentialed advisers.