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.

Henry Zupko Jr. is a CFP® with 22 years of industry experience, currently serving at Tranquility Path Investment Advisors, LLC since 2011. He also works as an independent insurance agent, a role he has maintained since 1985. Tranquility Path provides investment consulting, managed-account guidance, and financial planning services to a diverse client base including individuals, families, pension plans, trusts, charitable organizations, and entities. The firm employs a broadly diversified, passive investment approach that integrates models sub-advised by firms such as Dimensional Fund Advisors, BlackRock, and Vanguard, with operational management handled by third-party co-advisors.

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.

Brett Igoe is a financial advisor at 360 Degrees Capital Management LLC with eight years of industry experience. He holds a Series 65 designation and has been with the firm since 2016. Prior to his current role, he served on the Long Branch Board of Education for eleven years. 360 Degrees Capital Management LLC provides discretionary portfolio management to individuals and business entities, preparing customized Investment Policy Statements for each client. The firm employs a blend of fundamental, technical, and quantitative analysis along with modern portfolio theory, and includes cryptocurrency as part of its investable asset classes.

Maha Gannavaram is a financial advisor at Unique Financial Advisors LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Verizon for 20 years. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, utilizing a primarily passive investment approach with asset-class-weighted portfolios composed of index mutual funds and ETFs. The firm integrates tax services through a separate practice operated by its principal and manages client accounts on a discretionary basis with periodic reviews and rebalancing.

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.

Joseph Scutellaro is a financial advisor at Entrepreneur Wealth with 22 years of industry experience. He holds a Series 66 designation and has a background that includes over a decade at CohnReznick LLP and its related wealth management entities. In addition to his advisory work, Mr. Scutellaro operates a CPA practice focused on tax return preparation and serves as CFO and minority owner of a company involved in equipment and software sales. Entrepreneur Wealth provides preliminary financial planning and consulting services to individuals, families, small businesses, and retirement plans, focusing on general planning topics such as budgeting and retirement. The firm refers clients to unaffiliated investment adviser managers for comprehensive asset management and does not engage in discretionary trading or asset selection.

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 63 and Series 65 licenses and previously worked at C & A Financial Group, LLC and Service Now. Outside of his advisory role, he is involved in managing residential rental properties through two family-owned LLCs. 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. The firm uses written Investment Policy Statements, fundamental analysis, and modern portfolio theory to guide a long-term trading approach across various asset types.

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.

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.

Thomas Scotto is a financial advisor with Trustee Empowerment & Protection, Inc. He holds a Series 66 designation and has 16 years of industry experience. Scotto has operated Thomas Scotto Consultants, LLC since 2005, which focuses on third-party marketing and group health insurance for union clients. He also works in business development for a law firm specializing in securities litigation. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors and trustees, as well as individual investors, through an internet-based platform that connects clients to a network of registered investment advisers. The firm uses a patented decision-assistance tool to help clients evaluate and compare investment options while maintaining client decision-making authority.

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.