Ben Duronio is a financial advisor at Tomoro LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at INVST, LLC dba Levine Financial Group, Guardian Life Insurance, and Park Ave Securities. Outside of his advisory work, Duronio serves as an assistant wrestling coach at Ocean Township High School. Tomoro LLC provides personalized investment advisory and financial planning services to a range of clients including individuals, family offices, and foundations. The firm employs fundamental analysis and diverse investment vehicles to tailor portfolios, managing over $335 million in discretionary assets with a small advisory staff.

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.

Thomas Scotto is a financial advisor with Trustee Empowerment & Protection, Inc. He holds a Series 66 designation and has 16 years of industry experience. Scotto has operated Thomas Scotto Consultants, LLC since 2005, which focuses on third-party marketing and group health insurance for union clients. He also works in business development for a law firm specializing in securities litigation. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors and trustees, as well as individual investors, through an internet-based platform that connects clients to a network of registered investment advisers. The firm uses a patented decision-assistance tool to help clients evaluate and compare investment options while maintaining client decision-making authority.

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.

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.

Kevin Gibney is a financial advisor at Kevin M. Gibney and Company, LLC with 24 years of industry experience. He holds a Series 66 designation and has led his firm since 2009. Gibney is also a licensed insurance producer in multiple states. Kevin M. Gibney and Company, LLC serves individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using a range of strategies including equity investments, option writing, and independent manager allocations.

Vanessa Curran is a financial advisor at Kevin M. Gibney and Company, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with the firm since 2012. In addition to her advisory role, she is a licensed insurance producer in several states. Kevin M. Gibney and Company, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management along with financial planning and consulting, managing approximately $296 million in client assets.

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.

Todd Levine is a financial advisor at Tomoro LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of advisory work, he manages SGMT Holdings, LLC, which operates rental income properties. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, family offices, trusts, and other entities. The firm tailors portfolios using fundamental analysis across a range of asset classes and pursues primarily long-term strategies while accommodating shorter-term trades when appropriate.

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.

David Barr is an advisor at Tomoro LLC with Series 63, 65, and 66 licenses and has over 20 years of experience in the financial services industry, including 17 years at Guardian Life. He also works part-time as a licensed mortgage broker and real estate agent. Tomoro provides personalized investment advisory and financial planning services to a diverse client base, including individuals, family offices, trusts, and foundations, using a tailored approach that incorporates fundamental analysis and a variety of investment vehicles. The firm manages over $335 million in discretionary assets with a small advisory staff and discloses several potential conflicts through its policies and disclosures.

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.

Scott Dunn is a financial advisor at Tomoro LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory work, he is involved as a proprietor of an Airbnb property. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a fundamental analysis approach, managing portfolios with a variety of asset classes and generally pursuing long-term strategies while allowing short-term trades when appropriate.

Linda Nissen is a financial advisor at Stern Capital Management, Inc. with 9 years of industry experience. She holds a Series 65 designation and has been with Stern Capital Management since 2006. Stern Capital Management provides portfolio management, financial planning, and retirement rollover advice primarily to individual clients, charitable organizations, and plan participants. The firm uses model asset allocation portfolios invested mainly in mutual funds and ETFs and manages accounts on both discretionary and non-discretionary bases.