James Walker II is a CFP® and founder of The Financial Forge, LLC in Mendham, NJ. He has three years of experience at UBS, served as a U.S. Army lieutenant colonel before retiring in 2019, and has been a West Point economics professor since 2019. The Financial Forge provides personalized financial planning and education to individuals, families, public-service professionals, small business owners, and medical and legal professionals. The firm focuses on behavioral coaching and scenario-based planning, offering non-discretionary recommendations and services such as tax strategy consultations, retirement planning, and student loan guidance without managing client assets.

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 Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. He is currently with LiftPoint Family Wealth Advisors, LLC and has prior experience at firms including FortisPath Advisors, NewEdge Advisors, LPL Financial, Morgan Stanley, and Merrill. LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities through a two-advisor team managing approximately $187.7 million in discretionary assets. The firm employs a manager-agnostic approach that includes independent investment managers, ETFs, structured notes, and alternative investments, coordinating planning with clients’ tax, estate, and insurance professionals.

Neil Sacks is a financial advisor at Sacks & Associates, LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Mutual Securities, Inc. from 2015 to 2021. Outside his advisory role, he is involved with Zenith Marketing Group, Inc., an insurance and annuity brokerage firm. Sacks & Associates, LLC provides discretionary and non-discretionary investment management and financial planning services to individual and business clients, including high-net-worth individuals. The firm emphasizes developing written retirement plans through personal meetings and primarily uses long-term investment strategies supported by fundamental, technical, and charting analysis.

Nick Guida is a financial advisor at Guidance Wealth Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at A Better Way Financial, LLC and Retirement Wealth Advisors, Inc. Outside of advising, Guida is a published author of financial articles for outlets including Forbes and Fortune.com and is involved in a solar equipment purchasing venture. Guidance Wealth Advisors LLC provides discretionary wealth management and comprehensive financial planning primarily to individual clients, including high-net-worth households, as well as business, foundation, and charitable accounts. The firm employs tailored investment strategies using diversified allocations and specialized tools such as direct indexing and options collars.

Timothy Harrington is a CFP® with 15 years of industry experience. He has worked at Apella Wealth since 2026 and was previously with Longview Financial Advisors, LLC from 2018 to 2026, and Marin Financial Advisors LLC from 2005 to 2017. Longview Financial Advisors provides investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and institutional ERISA retirement plans. The firm employs a strategic asset allocation based on an evidence-based framework, combining Dimensional Funds Advisors products and passive ETFs with active management where appropriate.

David Spiegel is a CFP® with 31 years of experience in the financial services industry. He is currently with Gci Financial Group, having joined in 2025, and previously worked at Lantern Wealth Advisors, APS Pension and Financial Services, and Axa Advisors. Outside of his advisory role, he acts as a broker offering fixed life and long-term care insurance products and corporate health insurance through several providers. GCI Financial Group manages approximately $145 million for around 130 clients, providing asset management and financial planning services tailored to individuals, trusts, pension plans, and businesses. The firm uses a variety of analytical methods and option-writing strategies, with portfolio supervision that includes quarterly reviews and customized investment restrictions.

Sara Solano is a financial advisor at LodeStar Advisory Group, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Lotus Learning Group. LodeStar Advisory Group is a fee-only wealth management firm serving individuals, trusts, estates, corporations, and charitable organizations. The firm uses a blend of tailored asset allocation, macroeconomic analysis, and tactical strategies including margin and options for portfolio management.

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.

Jaime Young is a financial advisor at Sacks & Associates, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual Securities, Inc. and Voya Financial Partners, LLC. Outside of his advisory role, he volunteers with the Judd Elementary Parent Teacher Organization, assisting with fundraisers and class parties. Sacks & Associates, LLC provides discretionary and non-discretionary investment management and financial planning to individuals and business entities, focusing on long-term portfolio management tailored to clients’ objectives. The firm’s process includes developing written retirement plans through personal meetings and utilizing fundamental, technical, and charting analysis for investment decisions.

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.

Robert O'Brien is a CFP® and ChFC® with 17 years of industry experience. He has been with Capital Enhancement, LLC since 2010, where he serves as one of two advisors. Capital Enhancement provides personalized tax and investment advice, financial planning, tax preparation, and family office services primarily to high-net-worth individuals and their families, focusing on nondiscretionary, wrap-fee advisory strategies that integrate tax compliance with investment management.

Sharif Muhammad is a CFP® and PFS™ with 16 years of industry experience, currently serving as an advisor at Unlimited Capital Advisors LLC. He has held roles at AXA Advisors, Equitable Advisors, and leads several affiliated firms including JMG CPAs & Advisors LLC and Unlimited Risk Advisors LLC. Muhammad is also an Associate Professor of Taxation and Estate Planning at New York University’s Master of Financial Planning program and serves on the finance committee of St. Benedict's Preparatory School. Unlimited Capital Advisors LLC provides investment management, financial planning, and related advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers a multi-dimensional investment process that incorporates risk management and expense control, supported by affiliated accounting and insurance businesses to coordinate tax and insurance matters alongside advisory services.

Shayidan Ture is a financial advisor at Unlimited Capital Advisors LLC in Somerset, NJ, holding a Series 65 designation with approximately one year of industry experience. Prior to joining Unlimited Capital Advisors, Ture worked at Charoen Pokphand Group and has multiple periods as a full-time student. Unlimited Capital Advisors LLC provides investment management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a dynamic, multi-dimensional investment process that considers client risk profiles, performance, risk management, and expenses, and it offers comprehensive wealth-management services integrating investment advice with accounting and tax compliance.

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.