Moshe Sussman is a financial advisor at Fortune Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has been with Fortune Capital Management since 2019. Outside of his advisory role, he is the Chief Strategy Officer and an equity stakeholder at a tech startup called FirmVO. Fortune Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm’s investment approach integrates charting, fundamental and technical analysis, focusing primarily on equities and ETFs, and employs options strategies, short sales, and margin trading as appropriate.

Robert Amabile is a financial advisor with RACK Consulting LLC in Wall, NJ, holding a Series 65 designation and 10 years of industry experience. He has led RACK Consulting since 2015 and also has involvement with Central Jet Charter since 2012. RACK Consulting LLC provides individualized portfolio management and advisory services to individual and high-net-worth clients, using a combination of charting, fundamental, technical, and quantitative analysis. The firm manages assets primarily on a non-discretionary basis and serves a small client base with internally managed portfolios.

Timothy Windos is the principal advisor at TJW Fiduciary Plan Consultants, LLC in Little Silver, NJ, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has operated as a sole proprietor since 2017 and has been affiliated with TJW Fiduciary Plan Consultants since 2015. Outside of advisory services, he is also an insurance agent involved in providing insurance products. TJW Fiduciary Plan Consultants offers financial planning and discretionary portfolio management to individuals, as well as advisory services to qualified and non-qualified retirement plans. The firm’s investment approach is based on modern portfolio theory, focusing on asset allocation and fund evaluation, and it provides specialized services including pension consulting, plan‑level portfolio management, and participant education.

Donald Ayers Jr. is a financial advisor with Innovative Wealth Partners, LLC in Manasquan, New Jersey, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including nine years at THE O.N. Equity Sales Company and ten years with Ohio National Financial Services. Outside of investment advising, he serves as treasurer for Brick United, a charitable foundation. Innovative Wealth Partners, LLC is a New Jersey-registered investment management firm serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs an asset-allocation driven investment process beginning with an investment policy statement and manages portfolios across multiple asset classes, generally on a nondiscretionary basis.

Peter Maldjian is a financial advisor at Rilex Capital LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at National Asset Management and National Securities Corporation from 2008 to 2020. Outside of his advisory role, he is a 50% owner of a tax and business consulting practice. Rilex Capital provides wealth management and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a combination of fundamental and technical analysis to create diversified, model-based portfolios tailored to clients' objectives, and offers coordinated tax, accounting, and insurance services.

Alexander Strauss is a financial advisor with RDM Capital Associates Inc, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at UBS Financial Services from 2016 to 2022 before joining RDM Capital Associates in 2022. RDM Capital Associates provides personalized asset management to individuals, families, trusts, charitable organizations, pensions, and corporations, primarily serving individual and high-net-worth clients. The firm manages client accounts on a discretionary, household basis using proprietary asset-allocation models, combining active and passive strategies along with third-party sub-advisers as appropriate.

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.

Anthony Scibetta is a financial advisor with Garden State Retirement Specialists, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Garden State Retirement Specialists since 1999 and previously spent 14 years at Sagepoint Financial, Inc. Outside of his advisory roles, he is a partner in a separate business that owns and rents office space in Red Bank, NJ. Garden State Retirement Specialists serves individual clients with retirement-focused investment management and financial planning, utilizing both discretionary and non-discretionary portfolio management strategies. The firm employs risk-tolerance assessments and asset-allocation modeling and offers access to program-based portfolios, including third-party wrap and managed-account programs.

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.

Joseph Scibetta is a financial advisor with Garden State Retirement Specialists, LLC, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. His prior work includes roles at Osaic Wealth, Inc. and Sagepoint Financial. In addition to his advisory work, he serves as a general agent for Elite Brokerage Group, selling fixed life and fixed annuities to clients. Garden State Retirement Specialists serves individual clients with retirement-focused investment management and financial planning, utilizing risk-tolerance questionnaires and asset-allocation modeling to guide investment decisions. The firm offers various program-based portfolio options, including mutual funds, ETFs, equities, and fixed income, and participates in unaffiliated wrap fee and managed-account programs.

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 is a financial advisor at Princeton Capital Management LLC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Princeton Capital Management since 2013. Outside of his advisory role, he serves on several boards, including XBRL US, the World Economic Forum USA, and Media Tenor, and holds leadership positions such as chairman of the Wall Street Oral History Project and vice chairman of Gentag, Inc. Princeton Capital Management provides discretionary investment management and supervisory services to a diverse client base, including private clients, family offices, foundations, and institutions. The firm employs a blend of fundamental and technical analysis with a long-term investment orientation across various equity, balanced, and fixed-income strategies, managing portfolios on a discretionary basis and utilizing options, derivatives, and limited leverage where appropriate.

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.

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.

Ryan Morse is a financial advisor with Jersey Shore Portfolio Management, LLC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Jersey Shore Portfolio Management since 2012 and is also the founder of Step It Up Consulting, a business consulting firm he has operated since 2008. Jersey Shore Portfolio Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and other advisors. The firm combines fundamental and technical analysis with a long-term investment orientation while allowing active trading, and it offers unique features such as portfolio management for pooled vehicles and the use of margin and derivatives in separately managed accounts.

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.