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.

Thomas Kosinski is a financial advisor at Stembrook Asset Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Stembrook since 2010. Outside of his advisory role, he owns and operates Sandy Hook Outfitters, offering fly and light tackle fishing trips from boat and land. Stembrook Asset Management provides discretionary portfolio management, third-party adviser selection, and modular financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes options, derivatives, and digital asset allocations where appropriate.

Linda Nissen is a financial advisor at Stern Capital Management, Inc. with 8 years of industry experience. She holds a Series 65 designation and has been with Stern Capital Management since 2006. Stern Capital Management serves individual investors, including high net worth clients, charitable organizations, and retirement plan participants. The firm provides portfolio management using model asset-allocation portfolios, financial planning, and rollover guidance, managing approximately $252 million in assets across 645 clients.

Alan Stern is a financial advisor at Stern Capital Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Stern Capital Management since 2015. Stern Capital Management provides portfolio management, financial planning, and retirement rollover advice primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and plan participants. The firm uses model asset allocation portfolios invested mainly in mutual funds and ETFs, managing accounts to stated portfolio goals through institutional custody arrangements.

Brian Rice is the owner and investment advisor at Rice Wealth Management Group, Inc. in Fair Haven, NJ, with 34 years of industry experience. He previously worked at Raymond James Financial Services for over 20 years. Outside of financial advising, Rice operates a fishing charter business, Jersey Devil Charters and Guide Service, based in Fair Haven. Rice Wealth Management Group, Inc. provides discretionary portfolio management and selection-of-advisor services primarily to individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory methods, managing accounts on a discretionary basis and tailoring portfolios to client goals, risk tolerance, and time horizon.

Kimberly Bannwarth is a financial advisor at Relevé Financial Group with 10 years of experience in the industry, including three years in her current role. She holds the Series 66 and Series 65 credentials. Prior to joining Relevé Financial Group, she worked at NorthRock Partners, LLC for three years. Outside of her advisory work, she is involved in music as a vocal director and teacher. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through comprehensive financial planning, consulting, and portfolio management. The firm offers a proprietary subscription-based advisory platform alongside traditional managed-account services.

Joseph Vecchio is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) and has dedicated his professional life to the finance and accounting professions. Joe started his career in public accounting where he established a solid accounting foundation. As a full-time professional trader, he has cemented his belief in the efficient market theory and the futility behind stock-picking strategies. He has strategically forecasted and adapted to tremendous regulatory, technological and competitive pressures on a pro-active level to achieve a competitive advantage for over two decades. Joe was introduced to fee-only, tax-focused comprehensive financial planning in 2000 when he retained a fee-only financial planner for his personal finances. Joseph was enlightened by the value that it brought to his financial and personal well-being. His experience as a tax professional, financial market expert and small businessman has inspired him to serve as your personal financial bodyguard against threats, debts and the IRS. Joseph holds a Master of Business Administration (MBA) from Montclair State University. Joseph graduated Magna Cum Laude, Omicron Delta Epsilon-The International Honor Society for Economics, and Beta Gamma Sigma-The International Business Honor Society honors. On the football field, Joseph was a two-year captain for the Muhlenberg College Football Team, as well as a two year All-American football player. Joe resides in Monmouth Beach, NJ with his wonderful wife Colleen, three beautiful girls Grace, Morgan, and Riley, and three loving dogs. He enjoys striper fishing, Texas Hold-Em, college football, and caring for his saltwater reef aquarium and koi pond.

Vid Ponnapalli is a CFP® with 11 years of industry experience and has been with Unique Financial Advisors LLC since 2014. He is also the sole owner of Unique Tax Consultants, a separate business providing tax preparation and planning services for individuals, families, and small businesses. Unique Financial Advisors LLC offers financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-HNW clients. The firm primarily uses a passive investment approach with index funds and ETFs, combining fundamental analysis within financial plans and managing accounts on a discretionary basis through Charles Schwab.

John Munley is a CFP® certificant with seven years of experience in the financial advisory industry. He has worked at Whealth Advisors since 2019 and previously spent three years with Blue Blaze Financial Advisors, LLC. In addition to his advisory role, Mr. Munley serves as a Regional Director for College Aid Pro, assisting individuals with college funding needs and the financial aid process. Whealth Advisors serves individuals and families, including high-net-worth clients, trusts, and small business owners, providing comprehensive financial planning and investment management. The firm emphasizes a passive, index-oriented investment approach and offers specialized services in college funding and student-loan advising.