Isaiah Adams is a financial advisor at BA Global Capital with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as in healthcare and corporate roles. BA Global Capital is an independent, state-registered investment adviser that serves individuals and institutional clients, including pension and profit-sharing plans and charitable organizations. The firm focuses on passive investment management using index funds and ETFs, supplemented by fundamental and technical analysis, and offers tailored portfolio management and financial planning services.

Vincent Grosso is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is the principal of Grosso Wealth Management LLC, an independent firm he has led since 2022. Prior to founding his firm, he worked at Kestra Private Wealth Services from 2018 to 2021. Outside of advising, he serves as President of the Joanne Grosso Foundation Inc. Grosso Wealth Management provides fee-only financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, along with consulting services for employer-sponsored retirement plans. The firm employs a passive, long-term investment approach and offers retirement plan advisory services including ERISA fiduciary roles, a practice less common among similarly sized advisers.

Mark Vogel is the sole advisor at Mark Vogel Wealth Management, LLC, located in North Caldwell, NJ. He holds a Series 65 designation and has 14 years of experience in financial advising. In addition to his work in wealth management since 2003, he has practiced law as a sole proprietor since 1991, dedicating a significant portion of his time to his legal practice. Mark Vogel Wealth Management provides discretionary portfolio management for individuals, trusts, and small-company pension accounts, managing approximately $96 million in assets. The firm employs a concentrated, growth-at-a-reasonable-price strategy focused on a small number of individual stocks and offers performance-based compensation options for qualified clients.

Martin Costello is a financial advisor with Preakness Retirement Advisors, LLC in Verona, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Aura Financial Services, Inc. since 2005. Preakness Retirement Advisors offers diversified asset-allocation advice and financial planning to individuals, qualified retirement plans, trusts, estates, corporations, and other business entities. The firm emphasizes a non-discretionary investment approach using low-expense index funds and combines fundamental and technical analysis within a modern portfolio theory framework.

Milan Patel is a Series 65-licensed advisor at Ascent Physician Wealth LLC with one year of experience in financial advising. He has a background in healthcare, having worked at several medical institutions including St. Mary's General Hospital and CHRISTUS Health. Outside of his advisory role, he maintains a senior hospital position. Ascent Physician Wealth LLC provides comprehensive wealth management and discretionary portfolio management primarily to physicians, healthcare professionals, executives, and high-net-worth families. The firm employs a core-satellite investment strategy combining diversified low-cost index funds and selective individual securities, and offers a range of financial planning services including retirement, tax, education funding, insurance, debt management, and estate planning coordination.

Jeffrey Lieberman is a Series 65-licensed financial advisor with 16 years of industry experience. He is the principal of Caldwell Fairfield Advisors and has been involved with Weinberg Lieberman, P.C., a tax accounting firm, since 1987. His professional background includes over a decade at Jay H. Weinberg Investment Advisor, LLC. Caldwell Fairfield Advisors offers financial planning and consulting services to individuals, businesses, trusts, estates, and charitable organizations, focusing on non-investment advice such as tax and estate planning. The firm refers clients to independent investment advisers for portfolio management and does not provide discretionary investment management or custody of client assets.

Kenneth Gibbons is a financial advisor at Financial Engineering LLC in Sparta, NJ, with six years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors LLC, David Gerson CPA, and Professional and Reliable Accounting Services LLC. In addition to his advisory role, he owns Financial Strategies LLC, an insurance and annuities business. Financial Engineering LLC serves individuals, families, business owners, and pension/retirement plan sponsors with financial planning, investment advisory services using third-party managers, and retirement-plan consulting. The firm combines accounting and tax preparation services with financial planning and offers insurance and annuity products through an affiliated insurance practice.

Frank Avena is a financial advisor at 191 Godwin Associates, Inc. d/b/a Godwin Capital Management, holding a Series 65 credential with 21 years of industry experience. He has been with Godwin Capital Management since 2001 and also operates Warsaw & Avena CPA's PC, a certified public accounting firm. 191 Godwin Associates provides discretionary portfolio management to individuals, pension and profit-sharing plans, corporations, and non-profit organizations. The firm integrates fundamental and technical analysis in its investment process and offers services including Investment Policy Statement development, asset allocation, and wrap-fee program sponsorship.

James Walker II is a CFP® and founder of The Financial Forge, LLC in Mendham, NJ. He has three years of experience at UBS, served as a U.S. Army lieutenant colonel before retiring in 2019, and has been a West Point economics professor since 2019. The Financial Forge provides personalized financial planning and education to individuals, families, public-service professionals, small business owners, and medical and legal professionals. The firm focuses on behavioral coaching and scenario-based planning, offering non-discretionary recommendations and services such as tax strategy consultations, retirement planning, and student loan guidance without managing client assets.

Steven Kampschmidt is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to assisting individuals and families in their pursuit of financial freedom. After establishing a practice within Merrill Lynch, he had an increasing desire to service his clients in a way that was unavailable at almost all other firms within the industry. It was at this point that he opted to create something new, and thus Freedom Found Financial was born. Steven also has his MBA in finance and economics from the Rochester Institute of Technology. He currently resides in Boonton, NJ with his wife Jessica, his two daughters Adeline and Evelyn, as well as his two dogs Meadow and Summer. He enjoys spending time with his family and friends. He also uses his free time training Brazilian Jiu-Jitsu, playing beach volleyball down the shore, and snowboarding during the winter months.

Alfred Frank is the sole advisor at Frank Capital Management LLC in Parsippany, NJ, holding a Series 65 credential with 23 years of industry experience. He has led Frank Capital Management since 2009. Outside of financial advising, he is a minority member and associate of Rubin & Frank Marketing LLC, which provides search engine optimization services for e-commerce clients. Frank Capital Management LLC manages discretionary separately managed accounts for individuals and trusts, focusing on fundamental, value-oriented analysis to build concentrated, long-term portfolios primarily of undervalued common stocks listed on the NYSE and NASDAQ. The firm also incorporates options and other derivatives in client accounts for risk management and position adjustments, a practice that is uncommon among independent advisory firms.

Anthony Apostolico is the sole advisor at DGM Asset Management, L.L.C. in South Orange, NJ, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with DGM Asset Management since 2000. DGM Asset Management provides discretionary investment management and portfolio supervision to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis supplemented by technical and cyclical methods, offering strategies from long-term holdings to short-term trading, while generally avoiding market timing and tailoring portfolios to client restrictions.

Hiram Helm is a financial advisor at Clemensen Capital Company LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Barrow Hanley Mewhinney & Strauss Inc. from 2010 to 2021. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across mutual funds, ETFs, equities, and fixed income, combining fundamental and quantitative analysis to adjust portfolios according to economic and interest-rate cycles.

Douglas Black is the sole advisor at Springreef LLC in Chatham, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Springreef since 2010. Springreef serves high net worth families and large nonprofit organizations by providing independent consulting services focused on financial advisor evaluations, searches, and ongoing monitoring rather than managing client assets. The firm employs a structured due-diligence process using a 50-point scoring scale to assess advisors and operates on hourly or fixed-fee arrangements, avoiding asset-based compensation.

Emily Jaffe is a CFP® with eight years of industry experience and has been with OFC Financial Planning, LLC since 2017. She holds Series 63 and Series 65 licenses and is based in Short Hills, NJ. Prior to her current role, she took a five-year sabbatical from 2012 to 2017. OFC Wealth Management serves individuals, high-net-worth clients, business entities, and charitable organizations, providing discretionary portfolio management as well as financial planning and consulting on a project or retainer basis. The firm employs diversified investment strategies including equities, fixed income, mutual funds, ETFs, and options, and maintains a range of operational and policy features such as account aggregation through eMoney and explicit client restrictions on portfolio management.

Sheri Astorino is a financial advisor with The Astorino Financial Group, Inc. in Fairfield, NJ, holding a Series 66 designation and five years of industry experience. Her prior experience includes roles at Citigroup and Bleakley Financial Group. She is also an independent insurance agent. The Astorino Financial Group provides stand-alone financial planning and consulting services to individuals and retirement plan clients, delivering written plans and recommendations on investment, estate, insurance, and tax matters. The firm does not provide investment supervisory or portfolio management services, and clients may implement recommendations through LPL Financial or other providers.

Robert Guerra is the sole advisor at Guerra Pan Advisors, LLC in Montclair, NJ, with 25 years of industry experience. He has held positions at Merrill, Bank of America, N.A., Alden Capital Management Inc., and J. Alden Associates, Inc. prior to founding his current firm. Guerra holds Series 63, 65, and 66 licenses. Guerra Pan Advisors provides investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm uses a combination of fundamental and technical analysis and an internal due-diligence process to construct portfolios, managing approximately $210 million in discretionary client assets, with support from a major custodian.

Matthew Byrne is a CFP®, CFA®, and PFS™ with 16 years of industry experience. He is the principal of M.K. Byrne & Co. LLC, where he has worked since 2020, following prior roles at Cetera Advisors LLC and his own CPA practice. In addition to his advisory work, he is a licensed insurance agent offering fixed insurance products including life, health, disability, annuities, and long-term care. M.K. Byrne & Co. LLC provides tax planning and compliance, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm combines investment management with coordinated tax and financial planning, utilizing a tactical asset-allocation approach within a modified Modern Portfolio Theory framework.

Zoriana Stawnychy is a CFP® professional with 47 years of industry experience. She has been with Stawnychy Financial Services, Inc. since 1991 and also worked with SAX Wealth Advisors, LLC from 2026. Stawnychy Financial Services provides fee-based investment advisory and comprehensive financial planning to individuals, small businesses, charitable organizations, and municipal governments. The firm offers qualified retirement plan consulting and manages portfolios using a tactical allocation strategy with a broad range of investment instruments, including equities, municipal securities, corporate debt, and options.

David Novak is a financial advisor at United Success Wealth Management with two years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at Measured Risk Portfolios/Kings Road Financial and Axa Advisors LLC, as well as ten years as a self-employed advisor. United Success Wealth Management provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts and estates, business owners, and corporate entities. The firm uses a combination of fundamental, technical, and macroeconomic analysis alongside Modern Portfolio Theory to build customized, diversified portfolios, offering both discretionary and non-discretionary management as well as educational seminars and webinars.