Howard Stolzer is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Stolzer Rothschild Levy LLC since 2014. Stolzer Rothschild Levy LLC provides wealth management, investment advisory, and retirement-plan consulting services to individuals, high-net-worth families, trusts, corporate retirement plans, and other advisors. The firm employs a top-down global investment framework that combines quantitative screening, third-party data, and portfolio optimization tools to create long-term core allocations, generally favoring buy-and-hold strategies over frequent trading.

Zachary Tombs is a financial advisor with Private Client Group Asset Management in Gladstone, NJ, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Lincoln Investment and Citizens Securities, among others. Private Client Group Asset Management serves individuals, retirement plans, trusts, estates, and business entities by providing financial planning and investment supervisory services. The firm manages approximately $143 million across about 109 client accounts, focusing on model portfolios and third-party money managers while overseeing overall suitability.

Linda Kalata is a financial advisor with BPP Wealth Solutions, LLC, holding Series 63 and Series 66 licenses and over 35 years of industry experience. Her prior work includes roles at Bank of America and Merrill Lynch. BPP Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning through its Security Income Planner® process, discretionary and non-discretionary investment management, and supplemental services such as family office bookkeeping and bill-pay.

Matthew Sherbine is a CFP® professional with 23 years of industry experience and has served at GCI Financial Group since 2001. He is a 50% owner and Managing Member of JHP Real Estate Group, LLC, which owns the office condominium housing GCI Financial Group. GCI Financial Group provides asset management and financial planning services to individuals, trusts, pension plans, and business entities. The firm manages approximately $145.1 million for around 130 clients, offering tailored portfolios with quarterly reviews and employing strategies including option-writing and the use of derivatives for select accounts.

Marc Maricondo is a Series 65-registered financial advisor with McMillan Analysis Corporation in Randolph, NJ, bringing four years of industry experience. His background includes roles at Howard and Capstone Research. McMillan Analysis Corporation provides discretionary portfolio management primarily for individual and high-net-worth clients, utilizing an option-centric investment approach that incorporates covered-call programs and volatility-capture strategies. The firm also offers subscription products, educational seminars, consulting, and expert-witness services, and holds registrations and advisory roles that are uncommon among similarly sized supported firms.

Brian Dudes is a financial advisor at Pleasantdale Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at American Portfolios Financial Services, Inc. from 2014 to 2019 before joining Pleasantdale Wealth Management. Pleasantdale Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages client accounts based on documented goals, time horizons, and risk tolerances, employing fundamental analysis and ongoing monitoring, with strategies that include option writing and quarterly account reviews.

Alexander Petronella Jr. is a financial advisor with Stolzer Rothschild Levy LLC in Basking Ridge, NJ, holding a Series 65 designation and seven years of industry experience. He has operated AJP Consulting since 2010 and is also engaged in the sale and consulting of corporate benefits, including medical, dental, and vision insurance. Stolzer Rothschild Levy LLC provides wealth management, investment advisory, and retirement-plan consulting services to individuals, trusts, corporate plans, and other advisors, using a top-down global investment framework that emphasizes buy-and-hold strategies and portfolio optimization.

Kelly Pearce is a financial advisor with BPP Wealth Solutions, LLC, holding a Series 66 license and three years of industry experience. Prior to joining BPP Wealth Solutions, Pearce worked at Mutual Securities, Inc. and Ogilvy Health. BPP Wealth Solutions provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes asset allocation, diversification, and volatility management, using independent professional managers and customized portfolios aligned with clients’ risk tolerances and liquidity needs.

Maryanne Mitchell is a financial advisor with Personal CFO Solutions LLC in Chester, NJ. She holds a Series 63 designation and has 28 years of industry experience, including 17 years at Mercer Allied Company, L.P. from 1999 to 2016. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides comprehensive financial planning, discretionary portfolio management, and 401(k) consulting, with an investment approach focused on longer-term allocations primarily using mutual funds and ETFs, supplemented by independent investment managers and tactical short-term trades when appropriate.

Daniel Long is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mendham Capital Management, Inc. He has worked with Raymond James Financial Services since 2016. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities, focusing on written financial plans, modular consulting, and specialized support such as cost-basis accounting and paperwork related to divorce and estate administration. The firm employs an hourly and fixed-fee model rather than discretionary portfolio management, offering educational seminars and coordinating with clients' other professional advisers.

David Vollmer is a CFA® charterholder with 22 years of industry experience. He has worked at Precision Financial Services since 2006 and at its affiliate PFS Partners, LLC since 2008. Outside of his advisory work, he is the owner of a fixed insurance business. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and allocations to independent managers, with an emphasis on incorporating cash as an asset class and cautious use of alternative funds.

Ryan Toohers is a Series 65-licensed financial advisor with three years of industry experience. He has worked at Carapace Financial Advisors LLC since 2023, with prior roles at J O Hambro Capital Management, InTandem Capital Partners, and Villanova University. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services primarily to high-net-worth and accredited investors, institutional clients, and other investment advisers. The firm employs customized market-linked hedging and investment strategies that combine diversified collateral portfolios with exchange-listed options to seek defined downside protection and targeted upside participation.

Kerry Mellott is a financial advisor with Mendham Capital Management, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at Mendham Capital Management since 2014, with prior experience at International Advisory Consultants Inc. and Raymond James Financial. Mendham Capital Management provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities, focusing on written financial plans, modular consulting, and cost-basis accounting. The firm delivers advice primarily through hourly and flat-fee engagements and offers no-charge educational seminars.

Nancy Mulvey is a CFP® professional with 11 years of industry experience. She has been with Heritage Financial Counselors, LLC since 2017 and also maintains a role at LPL Financial, LLC since 2012. Heritage Financial Counselors serves individuals, couples, and families, including high-net-worth clients, providing comprehensive financial planning, investment management, and consulting. The firm’s investment advice is tailored to client goals and risk tolerance, primarily utilizing exchange-traded funds and low-cost mutual funds, and is notable for its emphasis on non-discretionary management and specific limits on certain strategies.

John Vieira is a Series 66–licensed financial advisor with Personal CFO Solutions LLC in Chester, NJ, bringing 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2015 and has been with Personal CFO Solutions since 2011. Outside of his advisory role, he is a partner in a local driving school. Personal CFO Solutions serves individuals, high-net-worth clients, and various institutional entities, offering comprehensive financial planning, discretionary portfolio management, and coordination with clients’ other professional advisors. The firm emphasizes longer-term allocations through mutual funds and ETFs, employs a formal manager vetting process, and manages approximately $1.375 billion in discretionary assets across a multi-advisor team.

Caroline Tanis is a financial advisor at The Wealth Boutique with eight years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America and Merrill Lynch, and she also founded Tanis Financial Group, LLC, which offers budgeting and debt payoff strategy sessions and educational content. The Wealth Boutique is a team of seven advisors providing financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, trusts, and some institutions. The firm uses a financial-planning-led, holistic approach that incorporates both fundamental and technical analysis to tailor investment strategies aligned with client objectives and risk tolerance.

David Gorman is a financial advisor with Precision Financial Services and holds a Series 66 designation. He has 18 years of industry experience and has been associated with Leigh Baldwin & Co., LLC since 2015 and PFS Partners, LLC since 2013. Outside of his advisory work, he serves as a coach at the Randolph YMCA. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, and options, and incorporates third-party managers and private funds following due diligence.

Jessica Weaver is a CFP® with 16 years of industry experience and is currently part of The Wealth Boutique team in Chester, NJ. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Foran Financial Group. She is also an author of faith-based financial literature and runs a related educational course called Money Ministries. The Wealth Boutique is an SEC-registered advisory team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management through a goals-based approach that incorporates fundamental and technical analysis, utilizing third-party asset managers and custodial platform services.

Destiny Couter is a financial advisor at The Wealth Boutique with a Series 65 designation and one year of industry experience. Before joining The Wealth Boutique, Destiny worked at CreativeOne Wealth, LLC, Money Mavens, and several other firms across different sectors. The Wealth Boutique provides financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, as well as trusts and select institutions. The firm employs a goals-based, holistic approach that incorporates fundamental and technical analysis to tailor asset allocation and tax- and estate-aware recommendations, managing approximately $120.8 million for around 317 clients through a team of seven advisors.

Andre Rapoport is a CFP® professional with four years of industry experience, currently at IBEX Wealth Advisors, LLC. His prior roles include positions at CrossCountry Mortgage, LLC and 42 Growth Strategies, as well as academic experience at Ramapo College of New Jersey. IBEX Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis with a variety of investment strategies, including derivatives and structured products, managing client portfolios on a discretionary basis.