John Papandrea is a financial advisor with Dominion Wealth Advisors, LLC in Manasquan, NJ. He holds the PFS™ designation along with Series 63 and 65 licenses and has 16 years of industry experience. He has been with Dominion Wealth Advisors since 2011 and also operates Dominion Financial Consultants, a CPA and tax preparation firm. Dominion Wealth Advisors provides investment supervisory services to individuals, high-net-worth investors, and business entities, developing customized Investment Policy Statements and managing diversified portfolios. The firm employs multiple methods of analysis and a range of investment strategies, operating as a single-advisor practice with discretionary portfolio management.

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 Series 65-licensed financial advisor with 10 years of industry experience. He is the sole advisor at RACK Consulting LLC, where he has worked since 2015. In addition to his advisory role, he is involved with Central Jet Charter. RACK Consulting LLC provides portfolio management and investment advisory services to individual and high-net-worth clients. The firm employs a variety of analytical methods and trading approaches while generally maintaining non-discretionary client relationships and managing all assets directly without third-party sub-advisers.

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.

Deepak Malhotra is a financial advisor with Strategic Wealth Solutions LLC in Middletown, NJ, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at Hornor Townsend & Kent Inc, Penn Mutual, MML Investors Services, and Mass Mutual. In addition to his advisory work, he is the sole owner of an accounting and tax practice. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and financial planning services primarily for individual clients and pension/profit-sharing plans. The firm manages approximately $35.9 million across about 130 clients, employing a long-term, multi-method investment approach without discretionary trading authority.

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.

Timothy Ayers is a financial advisor at The Inspired Network Wealth Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities. Ayers is also an independent licensed insurance agent with The Inspired Network Financial Group LLC. The Inspired Network Wealth Advisory provides portfolio management and financial planning services, focusing on individualized Investment Policy Statements and ongoing portfolio monitoring. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and offers financial planning on both fixed-fee and hourly bases.

Anthony Scibetta is a financial advisor at Garden State Retirement Specialists, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Garden State Retirement Specialists since 1999. Prior to that, he spent 14 years at Sagepoint Financial, Inc. and currently maintains a role at Elite Brokerage Group LLC, which he has been with since 1980. Outside of his advisory work, Scibetta is a partner in a local LLC that owns and leases office space. Garden State Retirement Specialists is a boutique advisory firm with a two-advisor team managing approximately $109 million for about 152 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple managed account programs, utilizing asset allocation tools and varied investment strategies ranging from passive index to active mutual fund and ETF approaches.

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 in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Sagepoint Financial and Osaic Wealth, Inc. Outside of advisory roles, he sells fixed life insurance and fixed annuities through Elite Brokerage Group. Garden State Retirement Specialists is a small firm with two advisers managing approximately $109 million for around 152 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple managed account programs, using a range of strategies from passive indexing to active mutual fund and ETF portfolios.

Kyle Shenk is a financial advisor at The Inspired Network Wealth Advisory with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at C & A Financial Group, LLC and Service Now. Outside of advising, Shenk is involved in managing residential rental properties through two family-owned entities. The Inspired Network Wealth Advisory serves individual and high-net-worth clients, providing portfolio management and comprehensive financial planning services. The firm employs fundamental analysis and modern portfolio theory, with a focus on long-term investment strategies across various asset classes.

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.

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.