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.

Thomas Gallagher is a financial advisor at Molokai Advisors with 23 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at Bluestone Growth Partners LLC, Umergence LLC, Finex Hong Kong, Maxim Group LLC, and Cap Intro. Molokai Advisors provides investment management and consulting primarily to pooled investment vehicles and institutional clients, while also serving individuals. The firm employs a mixed qualitative and quantitative investment process focused on manager research, portfolio monitoring, and tailored asset allocation, and works with affiliated and third-party managers across a wide range of institutional client types.

Linda Ialacci is a financial advisor at H&S Tax and Wealth Advisors LLC with five years of industry experience. She holds a Series 65 designation and has operated her own CPA firm since 2014. Outside of her advisory work, she serves as treasurer for Ryan's Quest, Inc., a nonprofit focused on Duchenne muscular dystrophy, where she manages financial records and cash management. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients by providing discretionary portfolio management along with financial planning and consulting services. The firm employs tailored portfolios using model strategies and sub-advisers, coordinates tax and accounting services through affiliated entities, and manages approximately $58 million in discretionary assets.

Thomas Mullooly is a financial advisor at Mullooly Asset Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with Mullooly Asset Management since 2015. Mullooly Asset Management is a small advisory team serving individuals, trusts, estates, pension and profit-sharing plans, as well as charitable and corporate clients. The firm provides discretionary investment management and financial planning for both non-high-net-worth and high-net-worth investors, using a combination of fundamental and technical analysis and employing various strategies including options, short sales, and margin trading.

Peter Horowitz is a financial advisor at NextMove Capital Inc. with a Series 65 designation and one year of experience. His prior work includes roles at BetaNXT, Dun & Bradstreet, Motive Partners, and PwC. NextMove Capital provides discretionary portfolio management and advisory services primarily to individual investors and other independent advisors through a digital platform. The firm employs standardized model portfolios based on client responses to risk and time-horizon questionnaires and utilizes automated tools, including artificial intelligence, for portfolio monitoring and management.

Joseph Cajigal is a financial advisor with Princeton Capital Management LLC based in Red Bank, NJ, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Hudson Canyon Investment Counselors LLC since 2001. Outside of his advisory role, he is a partner in Farol Management LLC and the managing member of Cabo Canyon LLC, a family office managing marketable securities. Princeton Capital Management provides investment management and supervisory services to a range of clients including foundations, endowments, corporations, private clients, family offices, and institutions. The firm employs a long-term investment approach combining fundamental and technical analysis across equity, balanced, and fixed-income strategies, often managing portfolios on a discretionary basis and utilizing options, derivatives, and leverage in select cases.

Alphonse Procaccino is a CFP® with 46 years of industry experience, currently serving as the sole advisor at Castle Financial & Retirement Planning Associates Inc. He has worked at several firms, including The Leaders Group Inc, Modern Capital Securities, and IMST Distributors, LLC, before a long tenure at Castle Financial starting in 1992. Castle Financial & Retirement Planning Associates serves individuals, retirement plans, trusts, and corporations, managing approximately $108 million for around 146 clients. The firm employs a conservative tactical asset allocation strategy combining fundamental, technical, and cyclical analysis, utilizing various investment vehicles and third-party research sources to guide its portfolio management.

Thomas Yorke is a CFP® with 38 years of industry experience and has been with Oceanic Capital Management LLC since 2008. He is also a licensed insurance producer in New Jersey. Oceanic Capital Management provides investment supervisory services and financial planning to both individual and institutional clients. The firm employs diversified, multi-asset allocation models and combines fundamental and technical analysis, offering discretionary and non-discretionary management tailored to individual risk profiles.

Charles Harris is a financial advisor at H&S Tax and Wealth Advisors LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with H&S Tax and Wealth Advisors since 2017. In addition to his advisory role, Harris is a partner and Certified Public Accountant at H&S Tax Associates LLC, where he is involved in tax preparation and accounting activities. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm employs a combination of modern portfolio theory and technical analysis, offers customized and model portfolios, and integrates tax and accounting services through its affiliated CPA practice.

Lucas Carey is a CFP® professional with 16 years of industry experience. He worked at Lighthouse Financial Advisors, Inc. for 13 years before joining Shore Financial Planning. Shore Financial Planning is a fee-only, tax-focused advisory firm serving individual clients and families with personalized financial planning and investment management. The firm integrates tax considerations into portfolio construction and employs both qualitative judgment and financial-technology tools to align strategies with clients’ goals and risk tolerances.

Todd Lotozo is a financial advisor at Wright Asset Management Inc with 24 years of industry experience. He has been with Wright Asset Management since 1992. Wright Asset Management provides investment advice to individuals, pension and profit-sharing plans, trusts, charitable organizations, and business entities through non-discretionary accounts. The firm combines fundamental and technical analysis with a value-oriented, buy-and-hold approach and conducts quarterly reviews with written reports.

Thomas Mullooly is a financial advisor with Mullooly Asset Management, Inc. He holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked at Mullooly Asset Management since 2002. Mullooly Asset Management is a small advisory team providing discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable and corporate clients. The firm serves both non-high-net-worth and high-net-worth investors, tailoring portfolios with a combination of fundamental analysis, technical techniques, and various strategies including options and short sales.

Ronald Ciancimino is a financial advisor at Empire Financial Management Company, LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. He has been with Empire Asset Management Company since 2013. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities. The firm’s investment approach includes client-specific asset allocation across various asset classes and strategies, with services tailored to client objectives and constraints.

Robert Morgan is a financial advisor at WBI Investments, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Millington Securities, Inc. and Cowen and Company, LLC. WBI Investments is a fee-only, SEC-registered investment manager serving individuals, institutional clients, and charitable organizations. The firm employs proprietary multi-factor security-selection models combined with active risk management and offers a range of portfolio management solutions including separately managed accounts and advisor-facing optimization programs.

Wendy Adler is a Certified Financial Planner® with 17 years of industry experience. She is currently with Buckman Advisory Group LLC and has held prior roles at LRI LLC dba Lindberg & Ripple, M Holdings Securities, Inc., TD Ameritrade Inc., and Merrill. Outside of her advisory work, she is involved with WBA Management, LLC, a small business marketing consulting firm. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis and uses various investment vehicles, including mutual funds, equities, bonds, and ETFs, with management typically conducted on a discretionary basis.

Louis Rettino is a financial advisor at Lighthouse Financial Advisors, Inc. in Red Bank, NJ, holding Series 65 and Series 63 licenses with approximately eight years of industry experience. His prior roles include positions at Amherst Pierpont Securities LLC and The Susquehanna International Group of Companies. Lighthouse Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, retirement plan consulting, and tax preparation services. The firm typically allocates investments among mutual funds, ETFs, individual equities, bonds, and cash, managing most of its assets on a non-discretionary basis and using a negotiated fixed retainer fee structure.

Daniel Lombardozzi is a financial advisor with Paradigm Wealth Advisory LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Garden State Securities, Inc., First Allied Advisory Services, INC., and First Allied Securities, INC. He is also involved with Perennial Planning Partners LLC and Awaye Realty in roles related to insurance and mortgage services. Paradigm Wealth Advisory LLC provides investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, fundamental investment approach, utilizing institutional mutual funds, ETFs, and individual securities tailored to clients’ accumulation or retirement needs.

Alexander Smit is a CFP® professional with six years of industry experience, currently serving at Withum Wealth Management. His prior work includes roles at Pinnacle Associates, Ltd and BDO, USA. At Withum Wealth Management, he is part of a two-advisor team based in Red Bank, NJ. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, and various plan sponsors. The firm employs a goals-based investment process with tax optimization and offers an Integrated Wealth Management platform for clients with over $2 million, combining investment management with comprehensive wealth planning and related advisory services.

Victor Donato is a CFP® professional with seven years of industry experience, currently serving as an advisor at Shore Point Advisors, LLC. His prior experience includes roles at LPL Enterprise and Prudential entities. Outside of financial advising, he is the owner of Reliable Benefits, a health insurance business, and serves as treasurer on the board of directors for the Wesley Hall School of Early Childhood. Shore Point Advisors provides discretionary portfolio management and financial planning services to individuals, retirement plans, charities, and business entities. The firm manages over $327 million in client assets and employs strategies such as modern portfolio theory, options, and multi-asset overlays in its investment approach.

William McNamara is a financial advisor with Salvus Wealth Management, LLC, holding a Series 65 designation and 17 years of industry experience. He has worked with several firms, including Woolston Jensen and McNamara, where he is a partner involved in tax preparation and planning. His career history also includes positions at Woolston Consulting Group, The Curchin Group, C & G Financial, and Cowan, Gunteski & Co. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and businesses with customized portfolios that align with clients' objectives and risk profiles. The firm combines fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary investment management alongside financial planning and retirement consulting services.