Douglas Lyons is a CFP® and CFA® with 17 years of experience in financial advisory services. He has worked at Oceanic Capital Management LLC since 2017 and previously at Douglas J. Lyons Financial Group Inc. and UBS Financial Services. Oceanic Capital Management LLC provides investment supervisory services and financial planning to individuals, including high-net-worth and non-HNW clients, as well as institutional clients such as banks, pension plans, and charitable organizations. The firm employs diversified, multi-asset allocation models using both fundamental and technical analysis, offering discretionary and non-discretionary management tailored through individualized risk profiling.

Brendan Mullooly is a CFP® with 11 years of experience in financial advisory services. He has been with Mullooly Asset Management, Inc. since 2012, where he is part of a four-advisor team. Mullooly Asset Management provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and 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 variety of investment strategies including option strategies, short sales, and margin trading.

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.

Jorie Johnson is a CFP® professional with 22 years of industry experience. She has been with Financial Futures, LLC since 2003. Financial Futures is a fee-only firm offering financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite asset allocation using low-cost index and ETF cores combined with active managers, managing approximately $270 million for about 200 clients with a three-advisor team.

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.

Eric Feldman is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Financial Futures since 2018 and previously was with Odigo Financial and Karl Storz Endoscopy America. In addition to his advisory work, he is the sole member of Four15 Advisors, LLC, a tax preparation firm serving individuals and small businesses. Financial Futures is a fee-only firm that provides financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite asset allocation approach with a focus on low-cost indexes and ETFs, managing approximately $270 million for around 200 clients through a three-advisor team.

Robert Quinlan is a CFP® and Series 66-licensed financial advisor at Q Capital Solutions with 26 years of industry experience. He previously worked at RWQ Financial Management Services, Private Portfolio Partners, and LPL Financial. Q Capital Solutions serves individual and high-net-worth investors, offering discretionary portfolio management, financial planning, and pension consulting. The firm focuses on equity securities and options, employing charting, technical and fundamental analysis, and may use margin borrowing and options strategies in client accounts.

Peter Wright is a financial advisor at WRIGHT Asset Management Inc with 13 years of industry experience. He has been with Wright Asset Management since 1990. Outside of his advisory role, he serves as president of Turbine Advantage LLC, a wind turbine distribution company. Wright Asset Management provides nondiscretionary investment advice and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes value-oriented and fixed-income holdings within a long-term buy-and-hold strategy, managing approximately $49.7 million across about 40 client accounts.

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.

Michael Yorio Jr. is a financial advisor at MMM Capital Ventures with a Series 65 credential and less than one year of industry experience. His prior work includes various roles in the hospitality and real estate sectors, including employment as a bartender at Wharfside Patio Bar. He is also associated with several small business ventures, some of which are currently inactive. MMM Capital Ventures is a small advisory firm serving individual retail investors and custodial accounts, offering portfolio management and financial planning. The firm employs an active, market-timing investment approach that incorporates technical analysis, sentiment measures, and tactical strategies such as options and leveraged ETFs.

Melissa Bickerstaff is a financial advisor at Molokai Advisors with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Old City Securities, Merida Capital Holdings, and Bank of America. Outside of her advisory role, she is involved with Umergence LLC. Molokai Advisors provides investment management and consulting services primarily to pooled investment vehicles and institutional clients, while also offering advisory services to individuals. The firm employs a mixed qualitative and quantitative investment process focused on manager research, portfolio monitoring, and tailored asset allocation, serving a broad range of institutional client types.

Guy Paredes is a financial advisor with Rockdale Financial Services, Inc., holding Series 63 and Series 65 credentials and more than 40 years of industry experience. He has worked at Rockdale Financial Services since 2014 and has prior experience with Cetera and Imagine Retirement, LLC. Rockdale Financial Services serves individual and high-net-worth clients as well as pension and profit-sharing plans with non-discretionary investment advisory services. The firm primarily manages portfolios through allocations to mutual funds, ETFs, and independent managers, providing periodic reporting and reviews while employing both fundamental and technical analysis across various investment strategies.

Pamela Perskie is a financial advisor at Seven Mile Advisory LLC with seven years of industry experience. She holds the Series 65 and Series 66 designations. Prior to joining Seven Mile Advisory in 2022, she worked at Mariner Platform Solutions, AdvicePeriod, LLC, and SCS Financial. She serves as president of the Wharton Alumni Club of New York, a nonprofit organization. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm emphasizes a concentrated client base, using both passive and active strategies implemented through independent third-party managers and sub-advisors.

Douglas Bauerband is a financial advisor with G. Douglas Wealth Management in Toms River, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at San Blas Securities and TFS Securities, along with operating his own advisory and insurance businesses. Outside of advising, he serves as a trustee and finance committee member for a nonprofit senior care community and is the author of several books on wealth and retirement planning. G. Douglas Wealth Management is a small firm serving individual and high-net-worth clients as well as retirement plan sponsors. The firm provides discretionary portfolio management primarily through third-party SEI-managed programs and offers comprehensive and hourly financial planning services.

David Vargo is a CFP®-certified financial advisor with LPL Financial, based in Sherman, CT, and has 36 years of industry experience. He has been with LPL Financial since 2001 and also operates Varbeco Wealth Management, LLC. Outside of his financial advisory work, he performs as a musician several times a month in various venues across New Jersey. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Bruno Larocca is a financial advisor at RDM Capital Associates Inc with 11 years of industry experience. He has been with RDM Capital Associates since 1998. RDM Capital Associates provides personalized asset management services to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, including both individual and high-net-worth clients. The firm constructs household-level portfolios using proprietary investment models that combine fundamental analysis with active and passive strategies, emphasizing tax-efficient placement and portfolio consolidation.

Thomas Gallagher is a financial advisor at Molokai Advisors with 23 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at Bluestone Growth Partners LLC, Umergence LLC, Finex Hong Kong, Maxim Group LLC, and Cap Intro. Molokai Advisors provides investment management and consulting primarily to pooled investment vehicles and institutional clients, while also serving individuals. The firm employs a mixed qualitative and quantitative investment process focused on manager research, portfolio monitoring, and tailored asset allocation, and works with affiliated and third-party managers across a wide range of institutional client types.

Linda Ialacci is a financial advisor at H&S Tax and Wealth Advisors LLC with five years of industry experience. She holds a Series 65 designation and has operated her own CPA firm since 2014. Outside of her advisory work, she serves as treasurer for Ryan's Quest, Inc., a nonprofit focused on Duchenne muscular dystrophy, where she manages financial records and cash management. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients by providing discretionary portfolio management along with financial planning and consulting services. The firm employs tailored portfolios using model strategies and sub-advisers, coordinates tax and accounting services through affiliated entities, and manages approximately $58 million in discretionary assets.

Thomas Mullooly is a financial advisor at Mullooly Asset Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with Mullooly Asset Management since 2015. Mullooly Asset Management is a small advisory team serving individuals, trusts, estates, pension and profit-sharing plans, as well as charitable and corporate clients. The firm provides discretionary investment management and financial planning for both non-high-net-worth and high-net-worth investors, using a combination of fundamental and technical analysis and employing various strategies including options, short sales, and margin trading.

Peter Horowitz is a financial advisor at NextMove Capital Inc. with a Series 65 designation and one year of experience. His prior work includes roles at BetaNXT, Dun & Bradstreet, Motive Partners, and PwC. NextMove Capital provides discretionary portfolio management and advisory services primarily to individual investors and other independent advisors through a digital platform. The firm employs standardized model portfolios based on client responses to risk and time-horizon questionnaires and utilizes automated tools, including artificial intelligence, for portfolio monitoring and management.