David Johnson is a financial advisor with Private Client Group Asset Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at firms including Cetera Advisors LLC, Johnson & Murphy Wealth Advisors, and First Allied Advisory Services. Outside of advising, Johnson serves as a trustee for Centenary College and is involved with several nonprofit organizations such as Freedom House and the Baseball Assistance Team. Private Client Group Asset Management serves individuals, retirement plans, trusts, estates, and business entities by providing financial planning and investment supervisory services. The firm manages approximately $143 million across about 109 client accounts, utilizing model portfolios and third-party money managers while offering wrap fee programs with discretionary management delegated to recommended sub-advisers.

Pradeep Niphadkar is a financial advisor at Excel Capital Management Corp with 13 years of industry experience. He holds the Series 63 designation and has been with Excel Capital Management since 2000. Excel Capital Management Corp. provides discretionary investment management and financial advice primarily to high-net-worth individuals, trusts, small businesses, and corporations. The firm uses a core-and-satellite investment approach combining index funds with actively managed securities and conducts formal portfolio reviews monthly or quarterly.

Michael Greco is a CFP® and ChFC® professional with 23 years of industry experience. He has been with GCI Financial Group since 2001 and is a 50% owner of the firm. Outside of his advisory role, he serves as President of the Jockey Hollow Professional Office Park Condominium Board. GCI Financial Group, Inc. is an SEC-registered investment adviser serving individuals, families, trusts, pension, and corporate clients. The firm manages approximately $105 million using individualized investment strategies with continuous supervision and quarterly reviews, employing a combination of fundamental, technical, and cyclical analysis.

Bradford Gruby is a financial advisor at High Point Wealth Management, LLC in Chester, NJ, holding a Series 65 designation with 17 years of industry experience. He has been with High Point Wealth Management since 2008. High Point Wealth Management serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and investment advisory services, using a fundamental and cyclical analysis investment approach combined with asset allocation across mutual funds, ETFs, individual stocks, and bonds.

Louis Tranquilli is a financial advisor with Tranquilli Financial Advisor, LLC in Clinton, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2018, he worked at IC Advisory Services, Inc. and The Investment Center, Inc. from 2007 to 2018. Outside of advisory work, he is a member of an LLC involved in property ownership. Tranquilli Financial Advisor serves individuals, trusts, estates, retirement plans, and business entities, providing financial planning, consulting, and discretionary investment management. The firm customizes portfolios based on client-specific factors and frequently utilizes third-party independent managers, maintaining ongoing due diligence and oversight.

Edgar Lara is a financial advisor at Sacks & Associates, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Sacks & Associates since 2008, including a concurrent role at Mutual Securities, Inc. from 2015 to 2021. Outside of his advisory work, he is involved with Zenith Marketing Group, Inc., an insurance and annuity brokerage firm. Sacks & Associates advises individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary and non-discretionary portfolio management along with financial and retirement planning. The firm emphasizes long-term purchase strategies and tailors recommendations based on client objectives and risk tolerance.

Gary Prince is a financial professional with Private Client Group Asset Management, holding a Series 66 designation and one year of industry experience. He previously worked at Peapack Private Wealth Management and Brown Brothers Harriman. Gary is based in Gladstone, NJ. Private Client Group Asset Management is a registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning and investment supervisory services, managing approximately $143 million across about 109 client accounts.

Jonathan Le Var is a CFP® professional with 16 years of industry experience. He has worked at Roxbury Financial since 2018 and previously at Advisory Services Network, LLC and Edward Jones. He is also licensed as an insurance agent and offers insurance products on a limited basis. Roxbury Financial serves individual clients, including high-net-worth households, and institutional clients such as pension and profit-sharing plans. The firm employs a tactical allocation strategy using fundamental and cyclical analysis, and incorporates margin and option strategies in separately managed accounts, while also providing plan-sponsor consulting services.

Lawrence McMillan is a financial advisor with McMillan Analysis Corporation, holding 21 years of industry experience. He has been with McMillan Analysis Corp. since 1990. McMillan Analysis Corporation provides discretionary portfolio management focused on option-based strategies to individuals, banks, investment companies, trusts, and other advisers. The firm combines active options-focused asset management with a commercial publishing and data business, offering subscription newsletters, seminars, software products, and commodity futures/options advice.

Steven Feldstein is a financial advisor with over 41 years of industry experience. He holds the CFP® and ChFC® designations and currently operates through Steven Feldstein dba Steven Feldstein & Associates, an affiliate of Feldstein Financial Group. He has worked extensively in financial services since 1990, including roles at First Allied Securities and Security Mutual Life. Steven Feldstein & Associates provides financial planning and portfolio management primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a long-term, value-oriented investment philosophy focused on companies trading near tangible book value and maintains primarily non-discretionary client relationships.

Kenneth Lenskold is a financial advisor with Private Client Group Asset Management in Gladstone, NJ, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Beacon Investment Advisory Services for nine years and has been with Private Client Group Asset Management since 2025. Private Client Group Asset Management serves individuals, retirement plans, trusts, estates, and business entities, managing approximately $143 million across 109 client accounts. The firm provides financial planning and investment supervisory services, typically implementing client strategies through model portfolios and third-party sub-advisers while sponsoring wrap fee programs with discretionary management oversight.

Steven Calvelli is a financial advisor at Capital Enhancement, LLC in Warren, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Capital Enhancement since 2008. Capital Enhancement provides personalized tax and investment advice, financial planning, tax preparation, and family office services primarily to high-net-worth individuals, including current and retired corporate executives. The firm focuses on nondiscretionary, wrap-fee advisory services, integrating tax compliance with investment management and maintaining a small client base.

Robert Iandoli is a financial advisor at Horizon Financial Group, Inc. with 40 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial and Lincoln Financial Securities Corporation prior to his current role. He has been with Horizon Financial Group since 2001. Horizon Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and select nonprofit organizations. The firm focuses on non-discretionary planning and third-party manager referrals, utilizing both fundamental and technical analysis in its advice.

Heather Le Var is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Roxbury Financial since 2024. Prior to joining Roxbury, she worked at Advisory Services Network, LLC from 2021 to 2024 and Edward Jones from 2015 to 2021. Roxbury Financial advises both individual clients, including high-net-worth households, and institutional clients such as pension and profit-sharing plans. The firm employs a tactical allocation strategy using fundamental and cyclical analysis, with portfolio management that includes margin and option strategies, as well as diversified instruments like partnership interests and hedging with cash positions.

Manan Chavda is a financial advisor at WP Asset Management with a Series 65 designation and no prior industry experience. He has worked at Wealth Planning Advisory Group since 2016 and at Wealth Planning Asset Management LLC since 2026. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of analytical methods and offers a broad range of investment strategies across various instruments.

John Stuart is a financial advisor at High Point Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and 65 licenses and formerly worked at D.A. Davidson, KeyBanc Capital Markets, and CLSA Americas, LLC. High Point Wealth Management serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a fundamental and cyclical analysis approach combined with an asset-allocation framework that includes mutual funds, ETFs, and individual securities.

Feng Peng is a financial advisor at Linden Rose Investment LLC with nine years of industry experience. He holds a Series 65 designation and has been with Linden Rose Investment since 2017. Prior to this, he worked at Ossen Innovation Co. Ltd. from 2013 to 2016. Linden Rose Investment LLC provides discretionary investment management services to individuals, qualified retirement plans, trusts, and small businesses, as well as acting as investment adviser to a pooled private investment vehicle. The firm employs a value-oriented, concentrated equity approach focused on long-term capital preservation and manages approximately $96.4 million in discretionary assets.

Gregg Auerbach is a financial advisor with Meadowbrook Advisors, holding Series 63 and Series 65 credentials and more than 35 years of industry experience. He previously worked at RBC Capital Markets for 16 years before joining Meadowbrook Advisors and Purshe Kaplan Sterling Investments in 2025. He is also a licensed insurance agent and spends a portion of his time implementing insurance recommendations. Meadowbrook Advisors is an SEC-registered firm providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm utilizes a mix of ETFs, mutual funds, individual securities, and other investment vehicles, combining fundamental analysis with Modern Portfolio Theory in a primarily long-term approach.

Sekhar Vemparala is a financial advisor at WP Asset Management with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Wealth Planning Advisory Group since 2008. He serves on the board of directors for the Eye Foundation of America, a community and charitable organization. WP Asset Management provides discretionary portfolio management and investment-advisory services to individuals, institutions, and charitable organizations. The firm customizes investment strategies using various analytical methods and invests across diverse asset classes, maintaining a flexible approach tailored to client needs.

William Dudes is a financial advisor at Pleasantdale Wealth Management, LLC in Hackettstown, NJ, holding the ChFC® designation and Series 63 license with 40 years of industry experience. His prior work includes roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and operating as a sole proprietor. He was also involved with Dudes Boys LLC from 2013 to 2019. Pleasantdale Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and ongoing monitoring to guide asset allocation and offers unique services such as discretionary ERISA 3(38) management alongside a multigenerational advisory team.