Joseph Rudy is a financial advisor at Onyx Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, Ameriprise Financial Services, and VEA Group LLC. Outside of advising, he works as a financial analyst for Enchante Accessories, a wholesale marketing company. Onyx Wealth Management LLC provides wealth management and financial planning services to individuals, some high-net-worth clients, and small businesses. The firm customizes portfolios based on clients’ objectives, risk tolerance, and tax situations, using diversified ETFs and equities alongside fundamental and technical analysis.

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.

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.

Taylor Bauerband is a financial advisor with G. Douglas Wealth Management in Toms River, NJ, holding Series 66 and Series 63 licenses and having two years of industry experience. She has operated as a sole proprietor in various capacities since 2023 and also holds roles at San Blas Securities and SB Advisory, LLC. Outside of advisory work, she designs and sells crafts and serves as an event planner for private occasions. G. Douglas Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement plans. The firm offers discretionary portfolio management through third-party platforms, estate and legacy planning, hourly consulting, and limited-scope ERISA 3(21) plan advisory services.

Ryan Morse is a financial advisor with Jersey Shore Portfolio Management, LLC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Jersey Shore Portfolio Management since 2012 and is also the founder of Step It Up Consulting, a business consulting firm he has operated since 2008. Jersey Shore Portfolio Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and other advisors. The firm combines fundamental and technical analysis with a long-term investment orientation while allowing active trading, and it offers unique features such as portfolio management for pooled vehicles and the use of margin and derivatives in separately managed accounts.

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.

Mark Faccone is a CFP® with 27 years of experience in the financial industry. He is currently with The Private Client Advisory Group, LLC, where he has worked since 2020. His prior experience includes roles at Fortis Group Advisors, LLC, LPL Financial, LLC, and Invest Financial Corporation. Outside of advisory services, he is also a licensed insurance agent involved with multiple insurance agencies. The Private Client Advisory Group advises individuals, high-net-worth clients, trusts, charitable organizations, and business entities, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a goal-based investment approach tailored to clients’ time horizons and risk tolerances, combining in-house management with third-party managers and outsourced solutions.

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.

Diane Metivier is a financial advisor with The Private Client Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Ash Brokerage, LPL Financial LLC, Invest Financial Corporation, and DVFG Advisors L.L.C. She is also an author outside of her advisory work. The Private Client Advisory Group serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a goal-based investment process tailored to clients’ time horizons and risk tolerances, utilizing a combination of in-house and third-party portfolio management approaches.

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.

Peter Wright is a financial advisor at WRIGHT Asset Management Inc with 13 years of industry experience. He has been with Wright Asset Management since 1990. Outside of his advisory role, he serves as president of Turbine Advantage LLC, a wind turbine distribution company. Wright Asset Management provides nondiscretionary investment advice and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes value-oriented and fixed-income holdings within a long-term buy-and-hold strategy, managing approximately $49.7 million across about 40 client accounts.

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.

Renee Pepia is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently with The Private Client Advisory Group, LLC and LPL Financial, LLC, where she has worked since 2018 in various roles. In addition to her advisory duties, she serves as a registered assistant performing compliance and operational activities. The Private Client Advisory Group advises individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is goal-based and tailored to clients’ time horizons and risk tolerances, combining in-house management with third-party managers and employing a range of analytical strategies.