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.

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.

Alan Stern is a Series 65-licensed financial advisor with 11 years of industry experience, currently serving at Sternt Capital Management, Inc. since 2015. The firm provides portfolio management, financial planning, and retirement rollover advice primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and plan participants. Sternt Capital Management employs model asset allocation portfolios invested mainly in mutual funds and ETFs, managing accounts on both discretionary and non-discretionary bases.

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.

Daniel Basch is a financial advisor at CM Capital Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Spencer Winston Securities Corp. and Breck Capital. CM Capital Partners, doing business as Centrade, provides portfolio management and advisory services to individual clients, including high-net-worth individuals, as well as businesses, pooled investment vehicles, banks, and investment companies. The firm utilizes a blend of charting, fundamental, quantitative, and technical analysis across various strategies, including long- and short-term trading and higher-risk investments, tailoring solutions to clients' goals and risk tolerances.

Ezri Shechter is a financial advisor with CM Capital Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His background includes roles at Spencer Winston Securities and Coldwell Banker, as well as property management for Norkez Properties. He also teaches at Baruch College and Touro University. CM Capital Partners provides portfolio management and advisory services to individual and institutional clients, utilizing a blend of charting, fundamental, quantitative, and technical analysis tailored to each client’s investment goals. The firm is known for offering performance-based fee arrangements and publicly presenting advertised performance results.

Kimberly Bannwarth is a financial advisor at Relevé Financial Group with 10 years of experience in the industry, including three years in her current role. She holds the Series 66 and Series 65 credentials. Prior to joining Relevé Financial Group, she worked at NorthRock Partners, LLC for three years. Outside of her advisory work, she is involved in music as a vocal director and teacher. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through comprehensive financial planning, consulting, and portfolio management. The firm offers a proprietary subscription-based advisory platform alongside traditional managed-account services.

Vid Ponnapalli is a CFP® with 11 years of industry experience and has been with Unique Financial Advisors LLC since 2014. He is also the sole owner of Unique Tax Consultants, a separate business providing tax preparation and planning services for 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-HNW clients. The firm primarily uses a passive investment approach with index funds and ETFs, combining fundamental analysis within financial plans and managing accounts on a discretionary basis through Charles Schwab.

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.

Daniel Trub is a Series 65-licensed financial advisor at SJBenen Advisory, LLC with seven years of industry experience. Prior to his advisory career, he served in the United States Navy for eleven years. SJBenen Advisory serves individual and high-net-worth clients, small-business retirement plans, pension/profit-sharing plans, and select nonprofit organizations by providing discretionary portfolio management, financial planning, and ERISA-plan investment advisory services. The firm employs a range of investment strategies including fundamental, technical, cyclical, and quantitative analysis, and offers client portfolios tailored to risk tolerance with options to include complex strategies such as borrowing and derivatives.

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.

Sharada Amarnath is a financial advisor at Shri Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with Shri Advisors since 2013. The firm serves individual clients, including high-net-worth and non-HNW households, managing approximately $101 million in client assets. Shri Advisors uses a modern portfolio theory framework to implement distinct investment strategies, focusing exclusively on separately managed accounts with a fee-only structure.

Pamela Perskie is a financial advisor at Seven Mile Advisory LLC with seven years of industry experience. She holds Series 65 and Series 66 designations and previously worked at Mariner Platform Solutions, AdvicePeriod, LLC, and SCS Financial. Perskie 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 focuses on a concentrated client base, employing a mix of passive and active strategies, and uses third-party managers and platforms to support its services.

Ulderico Conte is a financial advisor at CM Capital Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Spencer Winston Securities Corp, CIM Securities, and AEON Capital. Conte serves on the Board of Directors for Family Office of America. CM Capital Partners provides portfolio management and advisory services to individual and institutional clients, including high-net-worth individuals and pooled investment vehicles. The firm uses a combination of charting, fundamental, quantitative, and technical analysis to tailor investment strategies, offering both discretionary and non-discretionary account management.

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.

Douglas Schorpp is a financial advisor with Schorpp Capital Management in North Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Schorpp Capital Management since 2004 and also engages in proprietary trading through Capital Trading Partners, LLC, a business he has operated since 2002. Schorpp Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both ongoing account oversight and standalone consultations. The firm employs a passive, asset-class investment approach focused on diversification, low costs, and tax considerations, and integrates insurance products into its financial planning services.