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.

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.

Jonathan Green is a CFP® professional with 15 years of industry experience. He is currently with Entrepreneur Wealth, which he joined in 2026, and previously worked at Triad Advisors, Inc. and Targeted Financial Services, LLC. Outside of advising, he is involved with entities such as Jobel Management and D.J. Stable, LLC. Entrepreneur Wealth provides preliminary financial planning and consulting services to individuals, families, small businesses, and retirement plans, focusing on general investment concepts and planning considerations. The firm refers clients to unaffiliated Investment Adviser Managers for asset management and does not manage client assets directly.

Kimberly Bannwarth is a financial advisor at Relevé Financial Group with 10 years at the firm and a total of 13 years in the industry. She holds Series 65 and Series 66 designations and previously worked at NorthRock Partners, LLC for three years. Outside of finance, she is involved as a vocal director and music teacher. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, consulting, and portfolio management, and operates a proprietary subscription-based online advisory and coaching platform alongside its 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 Certified Financial Planner® and holds a Series 65 license with 11 years of industry experience. He has been with Unique Financial Advisors LLC since 2014. Outside of his advisory role, he is the sole owner of Unique Tax Consultants, providing tax preparation and planning services to 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-high-net-worth clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs while integrating fundamental analysis, and it maintains a distinct tax practice operated by its principal to complement its advisory services.

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.

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 Series 65 and Series 66 licenses and has previously 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 manages approximately $417 million in discretionary assets and advises on roughly $1.52 billion, focusing on a limited number of sophisticated clients and employing a mix of passive and active strategies through third-party managers.

Neil Piper is a financial advisor at Invest For A Lifetime, LLC with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and The Private Client Advisory Group LLC. Outside of advisory work, he is involved in life and fixed annuity insurance sales and operates a sole proprietorship. 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 primarily on a discretionary basis, combining fundamental and technical analysis to create diversified portfolios using in-house models and third-party managers.

Dennis Mcnamara is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He has worked at Whealth Advisors since 2019 and previously at Lighthouse Financial Advisors from 2016 to 2019. Whealth Advisors serves individuals and families, including high-net-worth clients, trusts, and small business owners, by providing comprehensive financial planning and investment management. The firm employs a largely passive, index-oriented investment strategy focused on asset allocation, diversification, and low-cost portfolios, and offers specialized services such as tax and estate planning reviews, retirement and college funding support.

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 63, 65, and 66 licenses and has worked at firms including Bluestone Growth Partners LLC, Umergence LLC, and Maxim Group LLC. Molokai Advisors provides investment management and consulting services primarily to pooled investment vehicles and institutional clients, while also serving individual investors. The firm employs a mixed qualitative and quantitative investment process focused on manager research, portfolio monitoring, and tailored asset allocation, coordinating with both affiliated and third-party managers to meet diverse client objectives.

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.

Devon Shapiro is a financial advisor at Shapiro Financial Security Group, Inc. with one year of industry experience and a Series 65 designation. Prior to his current role, he worked in various positions including roles at Atlantic Physical Therapy and several educational institutions. Shapiro Financial Security Group provides financial planning, investment management, and consulting services primarily to individual clients. The firm integrates tax preparation and accounting services with its advisory offerings and emphasizes risk management by tailoring portfolios to clients’ risk tolerance and time horizon.

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.