Reginald Fitzpatrick is a financial advisor at Princeton Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Princeton Capital Management from 2006 to 2017. Fitzpatrick serves as a director of Intervention Point, a private company that provides administrative documentation services for trust and estate planning. Princeton Capital Management offers discretionary investment management and supervisory services to a diverse client base, including private clients, family offices, foundations, endowments, corporations, and other institutions. The firm manages separate accounts, model portfolios, and sub-advisory relationships, and also acts as investment manager to affiliated long-short limited partnerships. Its investment approach combines fundamental and technical analysis with a long-term orientation across various equity, balanced, and fixed-income strategies.

Danny Yu is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Hillcrest Wealth Advisors - NY, LLC since 2018 and previously worked at EisnerAmper Wealth Advisors, LLC from 2015 to 2018. Hillcrest Wealth Advisors - NY, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, executives, employees, endowments, and trusts. The firm manages accounts using a mix of ETFs, mutual funds, and third-party separate account managers, emphasizing core index ETF exposures for large-cap equities and satellite sector ETF allocations.

Alfred Berkeley III is a financial advisor with Princeton Capital Management LLC in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Princeton Capital Management since 2013 and serves as Vice Chairman of the Board at Gentag, Inc. Beyond his advisory role, Berkeley holds multiple board positions, including at XBRL US, the World Economic Forum USA, and XRBL International, and is involved in several nonprofit and corporate boards. Princeton Capital Management provides investment management and supervisory services to foundations, endowments, corporations, private clients, family offices, and institutions. The firm employs a long-term investment approach that integrates fundamental and technical analysis across equity, balanced, and fixed-income strategies, and manages portfolios on a discretionary basis using a range of instruments including options and derivatives.

Gregory Shaw is a CFP® with 22 years of industry experience, currently serving at H&S Tax and Wealth Advisors LLC in Red Bank, NJ. His prior experience includes seven years at Chatham Wealth Management. Outside of his advisory role, he manages a residential rental property in Red Bank. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients, offering discretionary portfolio management along with financial planning and consulting services. The firm employs tailored investment strategies using firm-developed models and sub-advisers, and integrates tax and accounting services through a related affiliate.

Thomas Scotto is a financial advisor with Trustee Empowerment & Protection, Inc. He holds a Series 66 designation and has 16 years of industry experience. Scotto has operated Thomas Scotto Consultants, LLC since 2005, which focuses on third-party marketing and group health insurance for union clients. He also works in business development for a law firm specializing in securities litigation. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors and trustees, as well as individual investors, through an internet-based platform that connects clients to a network of registered investment advisers. The firm uses a patented decision-assistance tool to help clients evaluate and compare investment options while maintaining client decision-making authority.

John Long Jr. is a financial advisor with Strategic Wealth Solutions LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Chelsea Financial Services. He is also involved with Jarred Bunch Consulting, LLC (DBA INVST, LLC), offering holistic fee-based financial planning services. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and standalone financial planning primarily for individual clients and pension/profit-sharing plans. The firm manages approximately $35.9 million for about 130 clients and constructs portfolios focused on ETFs, equities, and fixed income, using a combination of fundamental, modern-portfolio, quantitative, and technical analysis.

Daniel Spiegel is a financial advisor at VCP Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VCP Financial since 2013 and Sterne Agee from 2012 to 2017. Outside of his advisory role, Spiegel is a co-founder and managing partner of LIFE 143, LLC, a life and health insurance business, and Vessel Capital Management, LLC, where he is involved in client portfolio management for related private funds. VCP Financial LLC offers portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Stephen Richman is a financial advisor at Rockdale Financial Services, Inc. with 46 years of industry experience. He holds a Series 63 designation and has held positions at multiple Cetera entities and other financial firms since 1990. In addition to his advisory work, he serves as president and CEO of Rockdale Financial Services and is involved in sales for prepaid legal services and fixed insurance products. Rockdale Financial Services provides non-discretionary investment advisory services, financial planning, and consulting to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm manages portfolios primarily through mutual funds, ETFs, and independent managers, employing fundamental and technical analysis across various strategies.

Brian Klatsky is a financial advisor at Gold Coast Wealth Management, LLC with 28 years of industry experience. He has held positions at Knight Equity Markets, L.P., Knight Capital Markets LLC, and Knight Execution & Clearing Services LLC prior to joining Gold Coast Wealth Management in 2017. Klatsky holds the Series 63 and Series 65 designations. Gold Coast Wealth Management provides discretionary investment supervisory services to individuals and institutional clients through separately managed accounts and pension consulting. The firm employs a multi-strategy investment approach and manages approximately $413.8 million in assets, emphasizing tailored services and a multi-manager focus for pooled investment vehicles.

William Coughlin is a CFA® charterholder with 20 years of industry experience. He has been with Delta Capital Management LLC since 2005. Delta Capital Management is an owner-operated, SEC-registered investment adviser serving high-net-worth individuals and institutional clients such as municipalities, foundations, trusts, and pension plans. The firm employs a value-oriented equity approach focused on large-cap U.S. stocks and manages intermediate, investment-grade fixed-income portfolios, overseeing approximately $240.5 million in discretionary assets.

David Golembieski is a financial advisor at Tranquility Path Investment Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Tranquility Path, he worked at Bristol Myers Squibb and Hovione. He also engages in independent insurance product sales as a sole proprietor. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to a diverse client base including individuals, families, pension plans, trusts, and charitable organizations. The firm emphasizes diversified, passive investment strategies based on Modern Portfolio Theory and partners with established sub-advisors such as Dimensional Fund Advisors, BlackRock, and Vanguard.

Douglas Lyons is a CFP® and CFA® with 17 years of experience in financial advisory services. He has worked at Oceanic Capital Management LLC since 2017 and previously at Douglas J. Lyons Financial Group Inc. and UBS Financial Services. Oceanic Capital Management LLC provides investment supervisory services and financial planning to individuals, including high-net-worth and non-HNW clients, as well as institutional clients such as banks, pension plans, and charitable organizations. The firm employs diversified, multi-asset allocation models using both fundamental and technical analysis, offering discretionary and non-discretionary management tailored through individualized risk profiling.

Michael Dopazo is a financial advisor with Strategic Wealth Solutions LLC in Middletown, NJ, holding Series 63 and Series 65 licenses and offering 21 years of industry experience. His prior work includes roles at Invst LLC, Jarred Bunch Consulting, and MassMutual. Outside of advisory work, he has sales roles related to life and group health insurance. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and financial planning primarily for individual clients and pension/profit-sharing plans. The firm’s approach includes constructing portfolios based on ETFs, equities, and fixed income using multiple analytical methods, emphasizing long-term trading and documented client objectives.

Joseph Orlando Jr. is a financial advisor at VCP Financial LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at VCP Financial since 2019, following a three-year tenure at First Standard Financial Company. Outside of his advisory role, he serves as president of Buy Long Enterprises, a corporation involved in maintaining financial records. VCP Financial LLC provides portfolio management, financial planning, pension consulting, and other advisory services to individuals, pension plans, and business entities. The firm employs a variety of investment strategies, including fundamental and technical analysis, long- and short-term trading, and options writing, and is notable for managing a substantial portion of assets on a non-discretionary basis.

Matthew Larocca is a CFP® with 15 years of industry experience, currently serving as a financial advisor at RDM Capital Associates Inc, where he has worked since 2010. He is also a board member of Fair View Cemetery, a non-sectarian cemetery serving Monmouth County since 1855. RDM Capital Associates provides personalized asset management to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, employing proprietary investment models that combine fundamental analysis with both active and passive strategies. The firm also sponsors single-purpose limited partnerships and special purpose vehicles, including real estate funds available to accredited investors.

Kyle Piper is a financial advisor at Invest For A Lifetime, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including CSI Group Advisors, Fortis Group Advisors, and LPL Financial. Piper has been involved with Invest For A Lifetime, LLC in various capacities since 2016. Invest For A Lifetime, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, non-profits, and business entities. The firm manages approximately $78 million using a combination of fundamental and technical analysis to create diversified asset allocations implemented through in-house model portfolios and third-party managers.

Thomas Kosinski is a financial advisor at Stembrook Asset Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Stembrook since 2010. Outside of his advisory role, he owns and operates Sandy Hook Outfitters, offering fly and light tackle fishing trips from boat and land. Stembrook Asset Management provides discretionary portfolio management, third-party adviser selection, and modular financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes options, derivatives, and digital asset allocations where appropriate.

Gavriel Kandkhorov is a financial advisor at Row Management Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Gladstone Wealth Group, and Wells Fargo Advisors Financial Network. Kandkhorov is also a licensed insurance agent with Royal Oak Insurance Agency. Row Management is an independent, single-advisor firm that provides portfolio management and personalized investment planning to individuals, high-net-worth households, and pension and profit-sharing plans. The firm employs a multi-method investment approach, including fundamental, quantitative, and technical analysis, and offers both discretionary and non-discretionary services across a range of investment products.

Brian Rice is the owner and investment advisor at Rice Wealth Management Group, Inc. in Fair Haven, NJ, with 34 years of industry experience. He previously worked at Raymond James Financial Services for over 20 years. Outside of financial advising, Rice operates a fishing charter business, Jersey Devil Charters and Guide Service, based in Fair Haven. Rice Wealth Management Group, Inc. provides discretionary portfolio management and selection-of-advisor services primarily to individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory methods, managing accounts on a discretionary basis and tailoring portfolios to client goals, risk tolerance, and time horizon.

Kimberly Bannwarth is a financial advisor at Relevé Financial Group with 10 years at the firm and a total of 13 years in the industry. She holds Series 65 and Series 66 designations and previously worked at NorthRock Partners, LLC for three years. Outside of finance, she is involved as a vocal director and music teacher. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, consulting, and portfolio management, and operates a proprietary subscription-based online advisory and coaching platform alongside its traditional managed-account services.