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 with Garden State Retirement Specialists, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and OSAIC and has been affiliated with Elite Brokerage Group LLC since 1980. In addition to his advisory roles, Scibetta is a partner in A&M LLC, a business that owns and rents office space. Garden State Retirement Specialists serves individual clients, including both non-high-net-worth and high-net-worth individuals, focusing on retirement-oriented investment management and financial planning. The firm utilizes risk-tolerance assessments and asset allocation modeling and offers discretionary and non-discretionary portfolio management through various 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.

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 for three years and Service Now for four years. Outside of his advisory role, Shenk is an insurance sales professional licensed in multiple states. The Inspired Network Wealth Advisory is a small registered investment adviser serving individual and high-net-worth clients with portfolio management and comprehensive financial planning services. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach 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 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.

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.

John Long Jr. is a financial advisor with Strategic Wealth Solutions LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Chelsea Financial Services. He is also involved with Jarred Bunch Consulting, LLC (DBA INVST, LLC), offering holistic fee-based financial planning services. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and standalone financial planning primarily for individual clients and pension/profit-sharing plans. The firm manages approximately $35.9 million for about 130 clients and constructs portfolios focused on ETFs, equities, and fixed income, using a combination of fundamental, modern-portfolio, quantitative, and technical analysis.

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.

Brian Klatsky is a financial advisor at Gold Coast Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Knight Capital Markets LLC and Knight Execution & Clearing Services LLC. Since 2017, he has been with Gold Coast Wealth Management. Gold Coast Wealth Management provides discretionary investment supervisory services and pension consulting to individual and institutional clients through separately managed accounts. The firm employs a multi-method investment process and offers a range of strategies tailored to client objectives, managing approximately $415 million in assets.

William Coughlin is a CFA® charterholder with 20 years of industry experience. He has been with Delta Capital Management LLC since 2005. Delta Capital Management is an owner-operated, SEC-registered investment adviser serving high-net-worth individuals and institutional clients such as municipalities, foundations, trusts, and pension plans. The firm employs a value-oriented equity approach focused on large-cap U.S. stocks and manages intermediate, investment-grade fixed-income portfolios, overseeing approximately $240.5 million in discretionary assets.

David Golembieski is a financial advisor at Tranquility Path Investment Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Tranquility Path, he worked at Bristol Myers Squibb and Hovione. He also engages in independent insurance product sales as a sole proprietor. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to a diverse client base including individuals, families, pension plans, trusts, and charitable organizations. The firm emphasizes diversified, passive investment strategies based on Modern Portfolio Theory and partners with established sub-advisors such as Dimensional Fund Advisors, BlackRock, and Vanguard.

Douglas Lyons is a CFP® and CFA® with 16 years of industry experience. He has been with Oceanic Capital Management LLC since 2017 and also operates Douglas J. Lyons Financial Group Inc. since 2010. He holds Series 63 and Series 66 licenses. Oceanic Capital Management is a small, state-registered advisory firm serving individual and high-net-worth clients with approximately 90 client relationships and managing around $59 million in assets. The firm uses diversified, multi-asset allocation models based on modern portfolio theory and a mix of fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and referrals to third-party money managers.

Michael Dopazo is a financial advisor with Strategic Wealth Solutions LLC in Middletown, NJ, holding Series 63 and Series 65 licenses and offering 21 years of industry experience. His prior work includes roles at Invst LLC, Jarred Bunch Consulting, and MassMutual. Outside of advisory work, he has sales roles related to life and group health insurance. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and financial planning primarily for individual clients and pension/profit-sharing plans. The firm’s approach includes constructing portfolios based on ETFs, equities, and fixed income using multiple analytical methods, emphasizing long-term trading and documented client objectives.

Matthew Larocca is a CFP® with 15 years of industry experience, currently serving as a financial advisor at RDM Capital Associates Inc, where he has worked since 2010. He is also a board member of Fair View Cemetery, a non-sectarian cemetery serving Monmouth County since 1855. RDM Capital Associates provides personalized asset management to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, employing proprietary investment models that combine fundamental analysis with both active and passive strategies. The firm also sponsors single-purpose limited partnerships and special purpose vehicles, including real estate funds available to accredited investors.

Kyle Piper is a financial advisor at Invest For A Lifetime, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including CSI Group Advisors, Fortis Group Advisors, and LPL Financial. Piper has been involved with Invest For A Lifetime, LLC in various capacities since 2016. Invest For A Lifetime, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, non-profits, and business entities. The firm manages approximately $78 million using a combination of fundamental and technical analysis to create diversified asset allocations implemented through in-house model portfolios and third-party managers.