Ryan Seewald is a financial advisor at Bridlewood Private Wealth LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets and Lord, Abbett & Co. LLC. Seewald is also a licensed independent insurance agent. Bridlewood Private Wealth LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individuals, high-net-worth individuals, trusts, small businesses, and estates. The firm’s investment approach integrates fundamental, technical, charting, and cyclical analysis tailored to clients’ goals, time horizons, and risk tolerances.

Douglas Grant is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Grant Asset Management, LLC. Prior to founding his independent firm, he worked at Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and Garden State Securities, Inc. Outside of his advisory role, he manages a baseball equipment manufacturing business and is part owner and manager of a bar in Hoboken, NJ. Grant Asset Management provides tailored financial planning, investment advisory, insurance consulting, and retirement-plan services to individuals, families, trusts, charitable organizations, and small businesses. The firm employs a goal-based approach emphasizing behavioral finance and asset allocation, primarily using exchange-traded funds for tax efficiency and cost considerations.

Mark Rizzotti is a financial advisor at Transparent Wealth Solutions with a Series 65 credential and experience spanning roles at JP Morgan and Seramount. He is also a licensed real estate salesperson affiliated with Green Light Realty and co-founder of an online blog providing market commentary. Transparent Wealth Solutions offers fee-only financial planning, coaching, and advisory services to individuals and families, focusing on comprehensive cash-flow analysis, risk management, and long-term, diversified investment strategies. The firm uses a digital custodian platform and provides scheduled client reviews without taking custody of assets.

David Berkowitz is the sole advisor at Valuealigned Partners and holds Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Savvy since 2026 and previously at ValueAligned Partners, LLC for 24 years. Outside of advisory work, he serves as an accountant and administrator for Berk Capital, LP, an investment-related family partnership he has been involved with since 1995. Valuealigned Partners provides discretionary and non-discretionary investment management and comprehensive financial planning for individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm follows a value-oriented, fundamental analysis investment approach, emphasizing long-term equity holdings and selective use of options, and has experience managing a pooled investment vehicle.

Christopher Helwig is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Newport Wealth Management, LLC since 2011. He maintains a notary public role on a volunteer basis. Newport Wealth Management serves a select group of individual, corporate, trust, estate, and charitable clients, offering tailored investment supervisory services and financial planning. The firm employs a combination of fundamental, technical, and charting analysis, incorporating both traditional and alternative investment strategies on a discretionary basis when authorized.

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 14 years of industry experience, managing the firm since 2011. Corollary Capital LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis with both long- and short-term trading strategies across various securities, offering tailored investment supervisory services and written investment policy statements.

Patrick Healey is a CFP® with 18 years of industry experience. He is the sole advisor at Caliber Investment Advisors, LLC and has previously worked at Arete Wealth Advisors LLC, Arete Wealth Management LLC, Caliber Financial Partners, and Kalos Management. Caliber Investment Advisors is an independent, state-registered firm providing discretionary investment management and portfolio construction services primarily to individuals and high-net-worth clients. The firm employs a long-term investment approach based on fundamental analysis, supplemented by technical analysis, and offers customized strategies that may include concentrated positions, options, and structured notes.

I formed JSFA because I found it nearly impossible to do the right thing for clients when there is a complex corporate structure (and sales pressure) telling me what to do/not to do for clients. Let me be your guide to establishing a financial life plan that allows you to live life looking forward without fear. I do my best work with: • Recent (or soon to be) widow or widower. • Couples within 5 years (before or after) of retirement. • Total assets (excluding primary residence) of at least $1,000,000. • Your spouse handled all the money decisions; and now you need a guide to help you evaluate & prioritize financial decisions. • You need/want a thinking partner to help you clarify & organize your financial life. I do not work for an insurance company or investment firm. It’s just me and you. In fact, I will put in writing that I am a fiduciary and will put your interests first. I charge a fixed, flat fee for financial planning and investment management which is very different from most others in the financial business. Although I’m normally near the beach in Eastern Monmouth County, New Jersey or on a ski slope in Vermont, I can work remotely with clients regardless of geographic location.

Scott Buttfield is a CFP® professional with 22 years of industry experience. He has worked at First Affirmative Financial Network, LLC since 2003 and has operated Buttfield & Associates since 1990. Buttfield & Associates is an independent, fee-only firm offering personalized financial planning and investment management focused on sustainable, responsible, and impact investing. The firm serves individuals, families, trusts, small businesses, and charitable organizations, providing tailored financial plans followed by discretionary portfolio management in coordination with an SRI specialist.

Donald Cash is the principal of Donald W. Cash & Associates, LLC in Red Bank, NJ, holding the CFP® designation and Series 65 license with 16 years of industry experience. He has been involved with Donald W. Cash Insurance Advisors and Elder Care Associates, Inc., both insurance-related businesses, for over two decades. His firm provides personalized financial planning and co-advisory services to individuals and high-net-worth clients, working with third-party money managers who have discretionary trading authority. The firm emphasizes a Modern Portfolio approach with asset-class allocations and periodic rebalancing, while also maintaining a concurrent insurance practice through the principal’s role as an insurance producer.

Jeffrey Stevens is a financial advisor with Preferred Wealth Advisors, LLC in Freehold, NJ, holding Series 63 and Series 65 designations and possessing nine years of industry experience. His career includes roles at Gradient Advisors, LLC and ownership of several related businesses, including Preferred Retirement Strategies, LLC, The Stevens Agency, and Preferred College Funding Strategies. Stevens also operates as an independent insurance agent specializing in fixed insurance products. Preferred Wealth Advisors provides investment management and financial planning services primarily to individual and high-net-worth clients, managing approximately $3.16 million across about two dozen accounts. The firm uses third-party platforms for portfolio management and offers public educational seminars and workshops that provide general financial education rather than personalized advice.

Timothy Windos is the principal advisor at TJW Fiduciary Plan Consultants, LLC in Little Silver, NJ, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has operated as a sole proprietor since 2017 and has been affiliated with TJW Fiduciary Plan Consultants since 2015. Outside of advisory services, he is also an insurance agent involved in providing insurance products. TJW Fiduciary Plan Consultants offers financial planning and discretionary portfolio management to individuals, as well as advisory services to qualified and non-qualified retirement plans. The firm’s investment approach is based on modern portfolio theory, focusing on asset allocation and fund evaluation, and it provides specialized services including pension consulting, plan‑level portfolio management, and participant education.

Alexander Strauss is a financial advisor with RDM Capital Associates Inc, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at UBS Financial Services Inc. for six years before joining RDM Capital Associates, where he has been since 2022. RDM Capital Associates provides personalized asset management services primarily to individual and high-net-worth clients, managing approximately $164 million in discretionary assets. The firm uses proprietary asset-allocation models and a combination of active and passive strategies to manage client portfolios on a discretionary, household basis.

Paul Campadonico is a financial advisor with Varbeco Wealth Management, LLC in Colts Neck, NJ, holding a Series 66 designation and 29 years of industry experience. He has been with Varbeco Wealth Management and affiliated with LPL Financial since 2002. Campadonico is also licensed in non-variable insurance and dedicates part of his work to that area. Varbeco Wealth Management provides financial planning and consulting services to individuals and various institutional clients, focusing on analysis and recommendations rather than discretionary management of client accounts. The firm emphasizes a structured planning process and client education, offering fee arrangements that differ from typical asset-based models.

Henry Zupko Jr. is a CFP® with 22 years of industry experience, currently serving at Tranquility Path Investment Advisors, LLC since 2011. He also works as an independent insurance agent, a role he has maintained since 1985. Tranquility Path provides investment consulting, managed-account guidance, and financial planning services to a diverse client base including individuals, families, pension plans, trusts, charitable organizations, and entities. The firm employs a broadly diversified, passive investment approach that integrates models sub-advised by firms such as Dimensional Fund Advisors, BlackRock, and Vanguard, with operational management handled by third-party co-advisors.

Grace Gallagher is a Series 65 licensed advisor at Zynergy Retirement Planning with two years of industry experience. She has been with Zynergy since 2023 and previously worked at Endless SUP Company. Zynergy Retirement Planning is a fee-only advisory serving individuals and couples near retirement, offering financial planning, discretionary asset management, and integrated tax services. The firm emphasizes diversified, low-cost portfolios primarily made up of index mutual funds and ETFs, combining investment management with bundled tax and estate planning services.

Deepak Malhotra is a financial advisor at Strategic Wealth Solutions LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual, MML Investors Services, and Mass Mutual. Outside of advisory work, he owns an accounting and tax practice. Strategic Wealth Solutions LLC serves individuals and pension/profit-sharing plans, providing portfolio management, pension consulting, and financial planning. The firm uses ETF-based allocations and a documented Investment Policy Statement to tailor investment strategies to client risk profiles and restrictions.

Matthew Perri is a CFP® with three years of industry experience, currently serving as a financial advisor at Zynergy Retirement Planning in Red Bank, NJ. His prior experience includes roles at Stifel Independent Advisors, LPL Enterprise, and The Prudential Insurance Company of America. Zynergy Retirement Planning is a fee-only advisory that serves individuals and couples near retirement, offering ongoing financial planning, discretionary asset management, and integrated tax services. The firm’s investment approach focuses on diversified, low-cost portfolios primarily made up of index funds and ETFs, combined with regular rebalancing and a higher-touch “Private Office” service that adds estate and generational planning.

Ryan Zacharczyk is a CFP® professional with 17 years of experience in financial planning. He has been with Zynergy Retirement Planning since 2007, where he serves as one of three advisors. Zynergy Retirement Planning works with individuals and couples at or near retirement, offering fee-only financial planning and discretionary investment management tailored to retirement goals. The firm employs a passive, index-focused investment approach and integrates multi-level tax services into its advisory offerings.

Maha Gannavaram is a financial advisor at Unique Financial Advisors LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Verizon for 20 years. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-HNW clients. The firm primarily employs passive investment management using index mutual funds and ETFs, combined with fundamental analysis, and integrates tax services through its principal’s separate tax practice.