Scott Buttfield is a CFP®-credentialed financial advisor with 23 years of industry experience, operating through his independent firm, Buttfield & Associates, in Red Bank, NJ. He previously worked for First Affirmative Financial Network for 17 years and has been managing Buttfield & Associates since 1990. Buttfield & Associates provides fee-only financial planning and investment management to individuals, families, trusts, foundations, and small businesses, focusing on sustainable, responsible, and impact (SRI) investing. The firm utilizes a third-party sub-advisor, First Affirmative, to implement SRI strategies and typically charges fixed or income-based fees with stated minimums.

Zak Shaik is the sole advisor at ARPP with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ing Financial Partners since 2006. Outside of his advisory role, he is a principal in Peploans.com, a commercial real estate and business lending brokerage firm operating nationwide. ARPP LLC dba Sabur Private Wealth Management serves high-income individuals, business owners, professional athletes, executives, and family offices, focusing primarily on advanced tax planning and strategic financial planning. The firm provides non-discretionary investment advisory services and emphasizes coordination with tax and legal professionals while using tax modeling and cash-flow projections to develop tax-focused financial plans.

Donald Cash is the principal of Donald W. Cash & Associates, LLC in Red Bank, NJ, holding the CFP® designation and Series 65 license with 16 years of industry experience. He has been involved with Donald W. Cash Insurance Advisors and Elder Care Associates, Inc., both insurance-related businesses, for over two decades. His firm provides personalized financial planning and co-advisory services to individuals and high-net-worth clients, working with third-party money managers who have discretionary trading authority. The firm emphasizes a Modern Portfolio approach with asset-class allocations and periodic rebalancing, while also maintaining a concurrent insurance practice through the principal’s role as an insurance producer.

Jeffrey Stevens is the principal of Preferred Wealth Advisors, LLC, an independent advisory firm based in Freehold, NJ. He holds Series 63 and Series 65 licenses and has nine years of experience at Preferred Wealth Advisors, alongside extensive experience in the financial services industry dating back over four decades. Stevens also owns and operates affiliated businesses involved in insurance sales and college funding strategies. Preferred Wealth Advisors, LLC serves individual and high-net-worth clients by providing asset management through third-party money managers and platform wrap programs, combined with financial planning and consulting services. The firm uses tailored strategies based on fundamental analysis and conducts educational seminars for clients.

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.

Ari Teplitz is a CFP® and ChFC® with 15 years of experience in financial advisory services. He is the principal of Teplitz Financial Group LLC, an independent firm he has led since 2014. Prior to founding his firm, he worked at American Portfolios Financial Services, Inc. Ari serves as Vice President of Youth at the Marlboro Jewish Center and holds board positions with the Theatre Development Fund. Teplitz Financial Group LLC provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm employs a modern portfolio theory approach with diversified portfolios, offers both discretionary and non-discretionary management, and operates a wrap-fee program while managing approximately $132 million in client assets.

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.

Sambasivan Amarnath is a financial advisor at Shri Advisors with 13 years of industry experience. He holds a Series 65 designation and has been with Shri Advisors since 2013. The firm serves individual clients, including both high-net-worth and non-high-net-worth households, managing approximately $101 million in client assets through separately managed accounts and hourly investment consulting. Shri Advisors employs a modern portfolio theory framework with multiple distinct strategies, focusing exclusively on separately managed accounts and operating as a fee-only advisory.

Riddhi Jain is a CFP® professional with three years of industry experience, currently serving at HAPPYRICH Capital. She has held roles at MFA Wealth Inc., MFA Capital Private Ltd., and MFA Consulting Private Limited since 2011. Outside of her advisory duties, she serves as Senior Vice President of Planning at MFA Capital Private Ltd. in India, where she is involved in goal-based investment planning, risk management, tax strategies, and mentoring financial planning team members. HAPPYRICH Capital (MFA Wealth Inc.) provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities. The firm manages approximately $45 million in client assets, emphasizing strategic asset allocation with a combination of passive index funds and tactical active funds, and supports client relationships with documented investment policy statements.

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.

Stuart Stern is a financial advisor at Stern Capital Management, Inc. with 31 years of industry experience. He has been with Stern Capital Management since 1999. Stern holds Series 63 and Series 65 licenses. Stern Capital Management primarily serves individual clients, including high-net-worth individuals, as well as charitable organizations and plan participants. The firm uses model asset allocation portfolios focused on mutual funds and ETFs, managing accounts on both discretionary and non-discretionary bases.

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.

Anil Kothari is a CFA® charterholder with three years of industry experience, currently serving at HAPPYRICH Capital. His prior roles include positions at MFA Wealth Inc., MFA Capital Private Ltd., and MFA Consulting Private Ltd. Outside of his advisory work, he is involved with MFA Capital Private Ltd. in India, where he performs investment research and analysis to support mutual fund distribution. HAPPYRICH Capital provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities. The firm’s investment approach combines strategic asset allocation with passive index funds and ETFs alongside tactical use of actively managed funds.

Smara Savoy is a financial advisor at WE Financial Group with a Series 65 credential and one year of industry experience. Prior to joining WE Financial Group, Savoy worked at Oui Financial and was self-employed. Before transitioning to finance, Savoy spent nine years at Nestlé USA. WE Financial Group provides discretionary investment management, financial planning, and estate-planning coordination for individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing both long-term and short-term strategies, including options-based approaches and third-party managers.