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.

Kenneth Shapiro is a CFP® with 24 years of industry experience and has operated Kenneth B. Shapiro & Co., Inc. since 1982. He is affiliated with Shapiro Financial Security Group, Inc., a supported firm. Outside of advising, he is involved with an accounting firm. Shapiro Financial Security Group provides financial planning, consulting, and investment management primarily for individual clients. The firm integrates tax preparation and bookkeeping services alongside portfolio management and offers educational seminars and workshops to its clients.

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.

Matthew Mcnelis is a financial advisor with Stage Wealth Management, Inc. in Middletown, NJ, holding a Series 66 credential and bringing 11 years of industry experience. His prior firms include Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of his advisory role, he is an assistant varsity basketball coach at Red Bank Catholic High School. Stage Wealth Management serves individuals, pension and profit-sharing plans, corporations, and other business entities with discretionary portfolio management and pension consulting services. The firm integrates fundamental, technical, and charting analyses into tailored investment advice, managing approximately $103 million in discretionary assets across about 200 clients.

Bhimeswararao Grandhi is a CFA® charterholder with 11 years of industry experience. He is affiliated with IndoUsequities LLC and has worked at Citigroup Global Markets INC since 2006. IndoUsequities LLC provides discretionary investment management to high-net-worth and accredited individuals, family offices, and pooled investment vehicles, focusing on long/short, hedge-fund-style strategies primarily in the technology, media, and telecom sectors. The firm employs a bottom-up, growth-oriented stock-picking process that includes derivatives and selective short positions to manage risk and pursue absolute returns.

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.

Oscar Casas Jr. is a CFP® with 14 years of industry experience and is currently a principal at Tranquility Path Investment Advisors, LLC. He previously worked at Ernst & Young for eight years. Casas also serves as a volunteer treasurer for a local Cub Scouts pack in Monmouth County, NJ. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to a range of clients including individuals, families, pension plans, and charitable organizations. The firm employs a diversified, passive investment approach based on Modern Portfolio Theory and partners with established sub-advisers such as Dimensional Fund Advisors and Vanguard.

David Bailin is a financial advisor at CIO Capital Group LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citi Private Bank and Citigroup Global Markets Inc. His prior roles include both advisory and private banking positions. CIO Capital Group provides wealth management and investment advisory services to ultra-high-net-worth individuals, families, and family offices through a single wrap fee program. The firm utilizes institutional-level analytics and quantitative tools, including a proprietary platform and limited AI, to support portfolio construction and risk modeling, offering both discretionary and non-discretionary management options.

Dhvani Udani is a financial advisor with Unique Financial Advisors LLC holding a Series 65 designation and beginning her career in the industry in 2024. Prior to entering financial services, she worked at Verizon for eight years. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, utilizing a primarily passive investment approach with tax services integrated through a separate tax practice operated by the firm’s principal.

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 63 and Series 65 licenses with experience since 2016. 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, affiliated trusts and estates, and charitable organizations by offering wealth management, financial planning, retirement plan consulting, and tax preparation. The firm emphasizes tailored investment strategies and manages most of its $1.1 billion in client assets on a non-discretionary basis.

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.

Craig Cummings is a CFP®-designated financial advisor with 35 years of industry experience, currently serving at BCS Private Wealth Management since 2018. Prior to joining BCS, he worked at Cantor Fitzgerald & Co. for 24 years. Outside of his advisory role, he is president of RRRAJ LLC, which distributes a daily newsletter. BCS Private Wealth Management serves individuals, corporations, and pooled investment vehicles by providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets using a combination of charting, fundamental, and technical analysis, with a capacity for active trading when appropriate.

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.

Carl Basile Jr. is a financial advisor with Empire Financial Management Company, LLC, holding a Series 63 designation and 33 years of industry experience. He has been with Empire Financial Management Company and Empire Asset Management Company since 2016. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with periodic account reviews and the ability to incorporate options, derivatives, and other strategies.