Sam Keylock is a financial advisor at Constitution Investment Advisory and Portfolio Management with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Reebok and Accavallo & Company. Constitution Investment Advisory and Portfolio Management provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $225 million on a discretionary basis for about 130 clients and employs a primarily long-term investment approach using ETFs, mutual funds, individual securities, and other vehicles, including derivatives strategies such as covered options.

Justin Hod is a financial advisor with Revel Wealth Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at May Capital Group, L.L.C., Strategic Wealth Management Group, Bank of America, and Merrill. Revel Wealth Management provides discretionary wealth management and financial consulting to a range of clients, including individuals, families, and business entities. The firm employs a diverse investment approach that incorporates quantitative and qualitative analysis, Modern Portfolio Theory, and charting, typically managing accounts on a discretionary basis with a focus on a high asset-to-client ratio.

James Korzik is a financial advisor with First Light Wealth Advisors, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including seven years at Ameriprise Financial Services prior to joining First Light Wealth Advisors in 2018. Outside of his advisory work, he is a licensed private marine captain. First Light Wealth Advisors provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm combines fundamental and cyclical analysis with a derivative of Modern Portfolio Theory to construct discretionary client portfolios that include mutual funds, ETFs, equities, debt securities, and real estate investment trusts.

Patricia Scott is a CFP® professional with four years of industry experience, currently serving at MSM Financial Strategies in New Providence, NJ. She has been with MSM Financial Strategies since 1997, a firm where she works alongside two other partners. MSM Financial Strategies is a state-registered investment adviser that provides portfolio management, financial planning, and consulting to individuals, including high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental and cyclical analysis, using both long- and short-term strategies tailored to client objectives and risk tolerance.

Benjamin Lewinter is a Series 65-licensed advisor at Lewinter Wealth Advisors, LLC with experience beginning in 2026. Prior to joining the firm, he worked at Palantir Technologies and held positions at Capital One, Fiserv, Columbia Engineering, and Accenture. Lewinter Wealth Advisors serves individuals, high-net-worth clients, business owners, trusts, estates, and endowments, managing approximately $162 million for about 85 clients. The firm employs a long-term, fundamentals-based investment approach centered on asset allocation and diversification, maintaining discretionary authority and conducting regular account reviews.

Abel Reyes is a financial advisor at Rimac Capital with two years of industry experience. He holds a Series 65 credential and previously worked at Silicon Valley Bank and Pacific Western Bank. Reyes is involved with Bowery Realty, LLC, a passive real estate investment. Rimac Capital LLC is a small advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management and financial planning. The firm employs a mix of fundamental, cyclical, and quantitative analysis, incorporating higher-risk trading strategies such as margin, short sales, and options.

Brigitte Brombergklein is a CFP® professional with 18 years of industry experience, currently serving at East Coast Wealth Management, Inc. since 2014. She is also the owner and president of Winning Strategies Group, LLC, a firm that markets various insurance and annuity products. East Coast Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and participant-directed retirement plans. The firm employs a client-specific approach using risk tolerance assessments and combines in-house management with selected third-party managers to implement diversified portfolios.

Andrew Barnes is a financial advisor at Altar Rock with seven years of industry experience. He holds Series 63, 65, and 66 designations and has prior work history at J.P. Morgan Securities and AllianceBernstein L.P. Altar Rock primarily serves high-net-worth individuals, families, and trusts, offering discretionary portfolio management and financial planning. The firm combines qualitative and quantitative analysis overseen by an Investment Committee, focusing on tax-aware portfolio construction and manager selection, with portfolios reviewed at least quarterly.

Jennifer Kerr is a financial advisor at Podell Financial Group LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Slavic401k and Hollywood Firefighters Pension. In addition to her advisory role, she is a licensed realtor in Bayville, New Jersey. Podell Financial Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and plan sponsors, offering tailored portfolios that incorporate various strategies and regular account reviews.

Charles Lalanne is a financial advisor at Astra Ventures with four years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Tse Capital Management and Bloomberg. Astra Ventures provides investment advice and portfolio management to individual and institutional clients, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis. The firm is notable for its Commodity Trading Adviser registration and its management of privately offered pooled funds.

Benjamin Kaufamn is a financial advisor at Vanquour LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at Rochester University and the United Nations International School. Vanquour LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a range of investment vehicles and employs a combined fundamental and technical analysis approach focused on long-term portfolio building with tactical reallocations as needed.

Matthew Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 65 credential. He has one year of industry experience, including a current role at Fidelity Investments and prior work with Talisman Wealth Advisors. Before entering finance, he worked several years in education at various schools. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million for around 141 clients, employing a diversified, low-cost investment approach grounded in Modern Portfolio Theory and emphasizing tax minimization and behavioral finance.

Kean Amaral is a CFA® charterholder with 19 years of industry experience. He currently serves as the sole advisor at United Success Wealth Management and has held positions at Merrill Lynch and Fortis Capital Advisors. Outside of his advisory work, he owns and operates a marketing services firm and manages an Airbnb property. United Success LLC provides portfolio management and financial planning services to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies across multiple asset classes and integrates accounting, tax, and insurance services within its offering.

John Sampers is a financial advisor at SFI Advisors, LLC with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SFI Advisors since 2009, in addition to roles at Kestra Financial Services and Private Client Services. Outside of advising, he manages a real estate property through Osprey Pointe LLC. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, retirement plan consulting, and family office services. The firm employs approaches such as modern portfolio theory and long-term purchase strategies while conducting regular portfolio reviews.

John Bodnar III is a CFP® with 44 years of industry experience. He is the principal of Bodnar Financial Advisors, Inc. in Florham Park, NJ, where he has been active since 1988. Previously, he worked at Cambridge Investment Research Advisors from 2008 to 2022 and LPL Financial from 2022 onward. Outside of advising, he has marketing involvement with NortonLifeLock. Bodnar Financial Advisors provides personalized financial planning and consulting services to individuals, small-business pension and profit-sharing plans, and trusts. The firm emphasizes a structured planning process and ongoing support, focusing on plan creation and implementation guidance rather than discretionary asset management.

Anne Marie Pierno is an advisor at Reik & Co., LLC with four years of industry experience. She has been with Reik & Co. since 2006, working within a team-based environment. Reik & Co., LLC is an SEC-registered investment adviser managing approximately $383 million for about 57 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations through concentrated, long-term equity strategies focused on companies with significant insider ownership and strong financial profiles.

Jason Gitter is a financial advisor at PureVest with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Advisor Networks and Voya Financial Advisors. In addition to his advisory role, he operates an independent insurance agency focusing on fixed insurance product sales. PureVest provides asset management and integrated financial planning primarily for individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes non-discretionary portfolio management and offers a broad range of retirement services alongside ongoing portfolio monitoring and rebalancing.

Mark Zagotti is a financial advisor with Next GEN Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His career includes roles at Equitable Advisors, AXA Advisors, Cathay Securities, Inc., and currently at Remsenburg Securities, LLC and Blue Diamond Securities of America LLC. Outside of his advisory work, he owns Z Force, LLC, which provides compliance consulting services. Next GEN Advisors primarily serves high-net-worth individuals and related entities, offering asset management, financial planning, and consulting services through various account structures. The firm combines fundamental and technical investment methods and is distinguished by its affiliation with Cathay Securities, a registered broker-dealer that allows for dual registration of its advisors.

Luke Papa is a financial advisor at Diversified Planning Strategies Advisors LLC with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2022. Prior to his advisory role, he was affiliated with the University of South Carolina for four years. Diversified Planning Strategies Advisors LLC provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs third-party model portfolios managed by a sub-adviser and offers services such as discretionary portfolio management and comprehensive financial planning.

Justin Esposito is a financial advisor with LPL Financial in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Bodnar Financial Advisors, Cambridge Investment Research Advisors, and Quasar Distributors. He provides financial planning and consulting services through Bodnar Financial Advisors, an independent investment firm. LPL Financial serves a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering advisory and brokerage services supported by an in-house research team and a variety of investment delivery options.