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.

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.

Mark Boutote Sr. is a financial advisor with New Line Capital, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with New Line Capital since 2015. New Line Capital, LLC provides investment advisory and portfolio management services primarily to individuals, trusts, estates, and charitable organizations, as well as businesses and retirement plans. The firm employs a customized approach using fundamental, technical, and cyclical analysis and manages both discretionary and non-discretionary accounts.

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.

Brendan Mullooly is a CFP® with 11 years of experience in financial advisory services. He has been with Mullooly Asset Management, Inc. since 2012, where he is part of a four-advisor team. Mullooly Asset Management provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable and corporate clients. The firm serves both non-high-net-worth and high-net-worth investors, integrating financial planning with portfolio management and employing a variety of investment strategies including option strategies, short sales, and margin trading.

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 experience, currently serving at Financial Futures, LLC since 2003. She is based in Brielle, NJ, and is part of a four-advisor team at the firm. Financial Futures is a fee-only advisory firm offering personalized financial planning and discretionary investment management to a diverse client base, including individuals, families, trusts, pension plans, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach combining low-cost passive index and ETF exposures with active funds for diversification, managing approximately $217 million across about 178 client relationships.

Eric Feldman is a CFP® professional with nine years of experience in financial advising. He has worked at Financial Futures since 2018 and previously at Odigo Financial and Karl Storz Endoscopy America. Feldman is also the sole member of Four15 Advisors, LLC, a tax preparation firm serving individuals and small businesses. Financial Futures is a fee-only advisory firm that offers personalized financial planning and discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a strategic asset-allocation, core-and-satellite approach with a combination of low-cost passive index and ETF exposures alongside active funds for diversification.

Robert Quinlan is a CFP® and Series 66-licensed financial advisor at Q Capital Solutions with 26 years of industry experience. He previously worked at RWQ Financial Management Services, Private Portfolio Partners, and LPL Financial. Q Capital Solutions serves individual and high-net-worth investors, offering discretionary portfolio management, financial planning, and pension consulting. The firm focuses on equity securities and options, employing charting, technical and fundamental analysis, and may use margin borrowing and options strategies in client accounts.

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.

Guy Paredes is a financial advisor with Rockdale Financial Services, Inc., holding Series 63 and Series 65 credentials and more than 40 years of industry experience. He has worked at Rockdale Financial Services since 2014 and has prior experience with Cetera and Imagine Retirement, LLC. Rockdale Financial Services serves individual and high-net-worth clients as well as pension and profit-sharing plans with non-discretionary investment advisory services. The firm primarily manages portfolios through allocations to mutual funds, ETFs, and independent managers, providing periodic reporting and reviews while employing both fundamental and technical analysis across various investment strategies.

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.

Nicholas Gargiulo is a financial advisor with Personal Financial Solutions, LLC, holding a Series 65 designation and five years of industry experience. He has previously worked at Mercer Global Advisors Inc. and KML Financial Services Group, LLC. Outside of finance, he serves as the Director of the Karate Program at Epic Gymnastics, a gymnastics and karate school. Personal Financial Solutions, LLC is an SEC-registered investment adviser serving individual clients, trusts, businesses, and qualified retirement plans. The firm manages approximately $155.65 million in discretionary assets across 131 client relationships, offering comprehensive financial planning and portfolio management utilizing a combined strategic and tactical investment approach.

Thomas Mullooly is a financial advisor at Mullooly Asset Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with Mullooly Asset Management since 2015. Mullooly Asset Management is a small advisory team serving individuals, trusts, estates, pension and profit-sharing plans, as well as charitable and corporate clients. The firm provides discretionary investment management and financial planning for both non-high-net-worth and high-net-worth investors, using a combination of fundamental and technical analysis and employing various strategies including options, short sales, and margin trading.

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.

Kenneth Leblanc is a CFP® professional with 25 years of industry experience. He is affiliated with Personal Financial Solutions, LLC and has previously worked with Mercer Global Advisors Inc., Network 1 Financial Securities, Inc., and KML Financial Services Group, LLC. He serves as a managing member of KML Financial Services Group, focusing on fee-only financial planning and investment management. Personal Financial Solutions, LLC is an SEC-registered investment adviser that serves individual clients, trusts, businesses, and qualified retirement plans. The firm manages approximately $155.65 million in discretionary assets using a combined strategic and tactical investment framework, emphasizing multi-level diversification and quarterly portfolio reviews.

Todd Lotozo is a financial advisor at Wright Asset Management Inc with 23 years of industry experience. He has been with Wright Asset Management since 1992. Wright Asset Management provides investment advice and separate-account portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm manages approximately $49.7 million across about 40 client accounts, employing a nondiscretionary investment approach that combines fundamental and technical analysis with an emphasis on value-oriented and fixed-income holdings.

Thomas Mullooly is a financial advisor with Mullooly Asset Management, Inc. He holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked at Mullooly Asset Management since 2002. Mullooly Asset Management is a small advisory team providing discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable and corporate clients. The firm serves both non-high-net-worth and high-net-worth investors, tailoring portfolios with a combination of fundamental analysis, technical techniques, and various strategies including options and short sales.