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.

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.

Richard Prozzo is a financial advisor with Davidson Wealth Management LLC in Forked River, NJ, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Osaic and various positions outside the financial industry, including education and municipal work. Davidson Wealth Management serves individual clients, retirement plans, trusts, and business entities by offering asset management, financial planning, and retirement plan consulting. The firm manages client accounts using risk-tolerance questionnaires, asset allocation tools, and model portfolios, providing both discretionary and non-discretionary portfolio management.

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.

Victor Donato is a CFP® with seven years of experience in the financial industry, currently serving at Shore Point Advisors, LLC. His previous roles include positions at LPL Enterprise, Pruco Securities, LLC, and Prudential Insurance Company of America. Outside of advisory work, Donato owns and operates Reliable Benefits, a health insurance brokerage, and serves as treasurer on the board of the Wesley Hall School of Early Childhood. Shore Point Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and businesses. The firm uses a combination of modern portfolio theory, multi-asset overlay techniques, and derivatives strategies, managing over $327 million in assets for a client base of 637 through a ten-advisor team.

Howard Bernheim is a CFP® professional with four years of industry experience, currently serving as an advisor at Wealth Quarterback LLC since 2021. Prior to joining Wealth Quarterback, he worked at S&P Global for 34 years. Outside of his advisory role, he is also an insurance agent with Jalinski Advisor Group. Wealth Quarterback LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement plans, serving as an ERISA fiduciary when engaged. The firm employs a combination of fundamental, quantitative, technical, and charting analysis with both long- and short-term trading and offers client education through seminars and a radio program.

Joseph Scutellaro is a financial advisor at Benchmark Financial Wealth Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and has prior experience at CohnReznick LLP and its related wealth management firms. In addition to his advisory role, he operates a CPA practice focused on tax return preparation and serves as CFO and minority owner of a company specializing in equipment and software sales. Benchmark Financial Wealth Advisors LLC provides financial planning, wealth guidance, and portfolio management to individuals, high-net-worth families, and employer-sponsored retirement plans. The firm employs asset-allocation-driven strategies using independent managers, mutual funds, ETFs, and alternative investments, managing approximately $766 million in assets and $885 million in assets under advisement.

Elchanan Abramowitz is a Series 65-licensed financial advisor with 23 years of industry experience. He has worked at Able Wealth Management LLC since 2022 and previously spent 20 years at Sterling Wealth Management, LLC. Able Wealth Management serves individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations by providing discretionary portfolio management, written financial planning, and pension consulting. The firm employs an IPS-based, diversified investment approach that emphasizes ETFs and integrates fundamental analysis, Modern Portfolio Theory, and factor investing.

Yoel Kaplowitz is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at Able Wealth Management LLC since 2018 and previously held roles at Mid Atlantic Resource Group LLC, Minnesota Life Insurance Company, and Securian Financial Services Inc. He holds a Life & Health insurance license. Able Wealth Management serves individual and high-net-worth clients, pension/profit-sharing plans, and charitable organizations, providing discretionary portfolio management, financial planning, and pension consulting. The firm uses an IPS-based, diversified investment approach primarily focused on ETFs and supplements its management with sub-advisors and third-party platforms to deliver customized solutions.

Simcha Goldberg is a financial advisor at Able Wealth Management LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance. Before entering the financial services industry, he spent ten years at Machzikei Hadas Rabbinical College. Able Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs an IPS-based, diversified investment approach primarily using ETFs and supplements in-house management with sub-advisors and third-party platforms.

Colin Fay is a financial advisor at Shore Point Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in both education and consulting roles prior to joining Shore Point Advisors. Outside of advisory services, he also works as an insurance agent. Shore Point Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, retirement plans, charities, and business entities. The firm manages over $327 million in assets through a ten-advisor team, employing modern portfolio theory, multi-asset overlay techniques, and derivatives in their investment approach.

Albert Silvestri is a financial advisor at Platform Wealth Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Raymond James Financial Services and Sam Investments LLC. In addition to his advisory role, he is a principal and CPA at Hamilton Mercer Advisors, providing accounting and tax services. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes Modern Portfolio Theory and long-term, low-turnover investing, supported by formal affiliations with accounting and consulting practices and a team that includes multiple CPA/PFS credentialed advisers.