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.

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.

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.

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.

Sue Meehan is a financial advisor at Meehan Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 65 designation and has been working at Meehan Wealth Advisors since 2012. Prior to this, she has been associated with Meehan & Associates, a certified public accounting practice, since 1984. Meehan Wealth Advisors provides financial planning and referral services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored financial plans addressing cash management, retirement, tax, estate, and charitable giving needs, and refers clients to independent investment advisors for asset management.

Richard Meehan is a Series 65-licensed financial advisor with 13 years of experience at Meehan Wealth Advisors, LLC, where he has worked since 2012. He also has a long-standing history with Meehan & Associates, a certified public accounting practice active since 1984. Meehan Wealth Advisors provides financial planning and referral services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored financial plans covering cash management, retirement, tax, estate, and charitable giving needs, and operates mainly as a planning-and-referral adviser, coordinating with independent investment advisors for portfolio management.

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.

Ryan Morse is a financial advisor at Jersey Shore Portfolio Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jersey Shore Portfolio Management since 2012. In addition to his advisory role, he is the founder of Step It Up Consulting, LLC, a business consulting firm he has operated since 2008. Jersey Shore Portfolio Management serves individual and high-net-worth investors, trusts, estates, businesses, and clients of other advisors by providing discretionary portfolio management, financial planning, consulting, and self-directed trading support. The firm employs a combined fundamental and technical analysis approach, offering actively managed strategies and tactical portfolio adjustments using ETFs, equities, bonds, and derivatives.

Jacques Frenkel is a financial advisor at Geneva Financial Group with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Management and National Securities Corporation. In addition to his advisory role, he is involved in a logistics freight transportation company and serves as president of a charity foundation. Geneva Financial Group provides asset management and investment advisory services to individuals, corporations, and family offices, managing both discretionary and non-discretionary accounts. The firm employs a variety of analytical methods and trading strategies, focusing on a small client base with a high asset-per-client profile.

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 28 years of industry experience. He has held positions at Knight Equity Markets, L.P., Knight Capital Markets LLC, and Knight Execution & Clearing Services LLC prior to joining Gold Coast Wealth Management in 2017. Klatsky holds the Series 63 and Series 65 designations. Gold Coast Wealth Management provides discretionary investment supervisory services to individuals and institutional clients through separately managed accounts and pension consulting. The firm employs a multi-strategy investment approach and manages approximately $413.8 million in assets, emphasizing tailored services and a multi-manager focus for pooled investment vehicles.