Paul Campadonico is a financial advisor with Varbeco Wealth Management, LLC in Colts Neck, NJ, holding a Series 66 designation and 29 years of industry experience. He has been with Varbeco Wealth Management and affiliated with LPL Financial since 2002. Campadonico is also licensed in non-variable insurance and dedicates part of his work to that area. Varbeco Wealth Management provides financial planning and consulting services to individuals and various institutional clients, focusing on analysis and recommendations rather than discretionary management of client accounts. The firm emphasizes a structured planning process and client education, offering fee arrangements that differ from typical asset-based models.

Timothy Mullooly is a financial advisor with Mullooly Asset Management, Inc., holding a Series 65 designation and nine years of industry experience. He has been with Mullooly Asset Management since 2014. Mullooly Asset Management is a small advisory team providing discretionary investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, as well as 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 range of strategies including fundamental analysis, technical charting, options, short sales, and margin trading.

Taylor Bauerband is a financial advisor with G. Douglas Wealth Management in Toms River, NJ, holding Series 66 and Series 63 licenses with three years of industry experience. Prior roles include positions at SB Advisory, LLC and San Blas Securities. Outside of advising, Taylor designs and sells crafts and works as an event planner for occasional private events. G. Douglas Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement plans. The firm uses third-party discretionary portfolio management platforms, estate and legacy planning, and offers a mix of model mutual fund allocations and custom managed accounts.

Caelan Mccarthy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Princeton Capital Management LLC since 2023. His prior experience includes roles at Condor Capital Management and Merrill. He also held a position at Rutgers University early in his career. Princeton Capital Management provides investment management and supervisory services to a range of clients including 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, with portfolios often managed on a discretionary basis using options, derivatives, and, in limited cases, leverage.

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.

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.

Sue Meehan is a financial advisor at Meehan Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 65 designation and has been working at Meehan Wealth Advisors since 2012. Prior to this, she has been associated with Meehan & Associates, a certified public accounting practice, since 1984. Meehan Wealth Advisors provides financial planning and referral services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored financial plans addressing cash management, retirement, tax, estate, and charitable giving needs, and refers clients to independent investment advisors for asset management.

Richard Meehan is a Series 65-licensed financial advisor with 13 years of experience at Meehan Wealth Advisors, LLC, where he has worked since 2012. He also has a long-standing history with Meehan & Associates, a certified public accounting practice active since 1984. Meehan Wealth Advisors provides financial planning and referral services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored financial plans covering cash management, retirement, tax, estate, and charitable giving needs, and operates mainly as a planning-and-referral adviser, coordinating with independent investment advisors for portfolio management.

Igor Kokorine is a financial advisor at ICN Holding with a Series 65 designation and two years of industry experience. He has been involved with US International Consulting Network Corp. since 1996. Outside of his advisory role, he co-owns Worldwide Associates, Inc., which offers international health and life insurance services to non-U.S. residents, and he serves as a lector and professor, delivering lectures and participating in seminars at non-U.S. colleges. ICN Holding primarily serves individual clients, including high-net-worth and non-U.S. residents, as well as corporate clients. The firm offers financial planning, discretionary and non-discretionary portfolio management, and uses a combination of fundamental and technical analysis with an emphasis on active trading and tactical cash adjustments.

Ryan Morse is a financial advisor at Jersey Shore Portfolio Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jersey Shore Portfolio Management since 2012. In addition to his advisory role, he is the founder of Step It Up Consulting, LLC, a business consulting firm he has operated since 2008. Jersey Shore Portfolio Management serves individual and high-net-worth investors, trusts, estates, businesses, and clients of other advisors by providing discretionary portfolio management, financial planning, consulting, and self-directed trading support. The firm employs a combined fundamental and technical analysis approach, offering actively managed strategies and tactical portfolio adjustments using ETFs, equities, bonds, and derivatives.

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.

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.

Jorie Johnson is a CFP® professional with 22 years of industry experience. She has been with Financial Futures, LLC since 2003. Financial Futures is a fee-only firm offering financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite asset allocation using low-cost index and ETF cores combined with active managers, managing approximately $270 million for about 200 clients with a three-advisor team.

Eric Feldman is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Financial Futures since 2018 and previously was with Odigo Financial and Karl Storz Endoscopy America. In addition to his advisory work, he is the sole member of Four15 Advisors, LLC, a tax preparation firm serving individuals and small businesses. Financial Futures is a fee-only firm that provides financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite asset allocation approach with a focus on low-cost indexes and ETFs, managing approximately $270 million for around 200 clients through a three-advisor team.

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.

Joseph Vecchio is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) and has dedicated his professional life to the finance and accounting professions. Joe started his career in public accounting where he established a solid accounting foundation. As a full-time professional trader, he has cemented his belief in the efficient market theory and the futility behind stock-picking strategies. He has strategically forecasted and adapted to tremendous regulatory, technological and competitive pressures on a pro-active level to achieve a competitive advantage for over two decades. Joe was introduced to fee-only, tax-focused comprehensive financial planning in 2000 when he retained a fee-only financial planner for his personal finances. Joseph was enlightened by the value that it brought to his financial and personal well-being. His experience as a tax professional, financial market expert and small businessman has inspired him to serve as your personal financial bodyguard against threats, debts and the IRS. Joseph holds a Master of Business Administration (MBA) from Montclair State University. Joseph graduated Magna Cum Laude, Omicron Delta Epsilon-The International Honor Society for Economics, and Beta Gamma Sigma-The International Business Honor Society honors. On the football field, Joseph was a two-year captain for the Muhlenberg College Football Team, as well as a two year All-American football player. Joe resides in Monmouth Beach, NJ with his wonderful wife Colleen, three beautiful girls Grace, Morgan, and Riley, and three loving dogs. He enjoys striper fishing, Texas Hold-Em, college football, and caring for his saltwater reef aquarium and koi pond.

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.