Amanda McGrath is a CFP® with 16 years of experience in the financial industry. She has worked at Asset Advisory Group, Inc. since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company AM. Asset Advisory Group serves individuals, including high-net-worth clients, as well as institutional and business entities, providing personalized financial planning and asset management on a fee-only basis. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis, managing portfolios on both discretionary and nondiscretionary bases.

Yvonne Kiely is a financial advisor at Kiely Capital Management, Inc. with 22 years of industry experience. She has been with Kiely Capital Management since 1995 and is also associated with Bernard M. Kiely, CPA. Kiely Capital Management serves individual clients, including high-net-worth individuals and trusts, providing financial planning, discretionary portfolio management, and asset allocation guidance. The firm manages diversified portfolios primarily composed of no-load mutual funds, ETFs, and fixed-income securities, and integrates tax-preparation and income-tax planning services through its affiliation with an active CPA practice.

Andrew Wang is a financial advisor at Runnymede Capital Management Inc with 20 years of industry experience. He has been with Runnymede Capital Management since 1998. Runnymede Capital Management provides discretionary investment management, retirement plan consulting, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, and insurance companies. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios primarily from individual equities, bonds, and ETFs, operating on a fee-only, asset-based model.

Thomas Daniel is a financial advisor at J.H. Darbie & Co., Inc. with 31 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has been with Kenneth Jerome & Co., Inc. since 2003. J.H. Darbie & Co., Inc. offers non-discretionary investment advisory and brokerage services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of cyclical, fundamental, and technical analysis with value-oriented, tactical, and strategic asset allocation, conducting account reviews at least quarterly.

William Dudes is a financial advisor at Pleasantdale Wealth Management, LLC in Hackettstown, NJ, holding the ChFC® designation and Series 63 license with 40 years of industry experience. His prior work includes roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and operating as a sole proprietor. He was also involved with Dudes Boys LLC from 2013 to 2019. 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 employs fundamental analysis and ongoing monitoring to guide asset allocation and offers unique services such as discretionary ERISA 3(38) management alongside a multigenerational advisory team.

Taylor Peters is a CFP® professional with three years of industry experience. She is affiliated with Prosperity Road, LLC in Santa Ana, CA, where she has worked since 2021 and also serves as a paraplanner for the firm. Her prior experience includes roles at Lavish Financial Planning, Davidson Capital Corporation, and self-employment. Prosperity Road provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, equities, and fixed income, and manages approximately $156.9 million for about 60 clients.

Paul Zoch is a CFP® professional with over 31 years of industry experience, currently serving at Asset Advisory Group, Inc. since 1994. He holds a Series 63 license and is based in Kinnelon, NJ. Outside of his advisory role, he is involved in life, health, and disability product sales through various insurance carriers. Asset Advisory Group, Inc. provides comprehensive financial planning and asset management services to individual and institutional clients, including pension plans, trusts, estates, and charitable organizations. The firm uses a long-term, research-supported investment approach primarily employing mutual funds and ETFs, and manages approximately $480 million in assets across two advisors.

Matthew Sherbine is a CFP® with 22 years of industry experience and has been with GCI Financial Group since 2001. He is a 50% owner and serves as Managing Member of JHP Real Estate Group, LLC, which owns the office condominium housing GCI Financial Group. GCI Financial Group, Inc. is an SEC-registered investment adviser providing asset management and financial planning services to individuals, families, trusts, pension, and corporate clients. The firm manages approximately $105 million for around 100 clients, employing individualized investment strategies with ongoing supervision and periodic reviews.

Daniel O'Donnell is a CFA® charterholder and Series 65 licensed advisor with 15 years of industry experience. He has been with Xpotential Inc. since 1999. Outside of his advisory role, he serves as an independent director on the board of Informetric Systems Inc., a software company focused on manufacturing automation. Xpotential Inc. provides discretionary portfolio management to individuals, trusts, foundations, small businesses, pensions, and other institutions. The firm uses globally diversified portfolios with low-cost index funds and ETFs, applying both strategic asset allocation and tactical overlays to manage risk and liquidity according to client objectives.

Kevin Saia is a CFP® professional with 33 years of industry experience, currently serving at S Squared Retirement Solutions LLC. His prior roles include positions at American Portfolio Advisors, Inc. and American Portfolios Financial Services, Inc. He is the owner of College Planning of NJ and the author of a book titled *Retirement and Income*. S Squared Retirement Solutions LLC provides financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as charities and business entities. The firm uses fundamental analysis to build individualized asset allocations, typically employing ETFs, mutual funds, stocks, and bonds, and offers oversight of third-party advisers through the Envestnet platform.

Bernard Kiely is a CFP® with 22 years of experience in financial advising and over 40 years as a CPA. He has been with Kiely Capital Management, Inc. since 1993 and maintains an active CPA practice. The firm advises individual clients, including high-net-worth individuals and trusts, offering comprehensive financial planning and discretionary portfolio management. Kiely Capital Management emphasizes diversified portfolios primarily composed of no-load mutual funds, ETFs, and fixed-income securities, integrating tax planning through its affiliation with an active accounting practice.

Marc Maricondo is a financial advisor at McMillan Analysis Corporation with a Series 65 credential and three years of industry experience. He has previously worked at Howard and Capstone Research. McMillan Analysis Corporation advises individuals, banks, investment companies, trusts, and other advisers, focusing on discretionary portfolio management using option-based strategies. The firm combines active options-focused asset management with commercial publishing and data services, including subscription newsletters, seminars, and software products.

James Perrello is an advisor at Lancaster with Series 65 and Series 63 certifications and has recently begun his career in the financial industry. Prior to joining Lancaster Labs, LLC, he worked at Wolverine Trading from 2016 to 2020. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments, serving individual, high-net-worth, and institutional clients. The firm employs a systematic and quantitative investment approach using proprietary technology that incorporates artificial intelligence and algorithmic execution to pursue intermediate-term, tax-exempt income with active trading.

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.

Jeffrey Waters is a CFP® with 21 years of experience in the financial services industry. He has worked at OFC Financial Planning, LLC since 2005. OFC Wealth Management serves individuals, high-net-worth clients, business entities, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs diversified investment strategies including equities, fixed income, mutual funds, ETFs, and options, and offers features such as account aggregation and client-imposed management restrictions.

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.

Solomon Cherniak is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2016. Cherniak is also a licensed insurance producer with the same firm. Jeffrey Matthews Wealth Management, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm utilizes a variety of portfolio management strategies and third-party research tools, with clients having the option of discretionary or non-discretionary account management.

Kevin Caron is a CFA® charterholder with 32 years of industry experience. He has worked at Washington Crossing Advisors LLC and Stifel, Nicolaus & Company, Incorporated since 2007. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions offering wrap and model programs. The firm delivers value-oriented equity strategies, tactical ETF-based asset allocation, and other investment approaches through affiliated and unaffiliated platforms.

Volodymyr Stasenko is a CFP® with 17 years of industry experience, currently serving at Signet Financial Management, LLC since 2016. He previously worked at Summit Financial, LLC. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment approach that combines fundamental and quantitative analysis to construct diversified portfolios.

David Vollmer is a CFA® charterholder with 22 years of industry experience. He is affiliated with Precision Financial Services and PFS Partners, LLC, where he has worked since 2006 and 2008 respectively, and previously spent one year at Leigh Baldwin & Co., LLC. Outside of his advisory work, he owns a fixed insurance business. 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 diverse investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and allocations to independent managers and private funds.