Peter Bombara is a financial advisor at PCB Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Securities Corporation and PCB Financial LLC. Outside his advisory role, he is the owner of PCB Financial Advisory Group, where he offers fixed annuities, equity-indexed annuities, and traditional life insurance products. PCB Capital provides wealth management and investment advisory services to individuals and small businesses, utilizing a combination of fundamental and technical analysis alongside modern portfolio theory to tailor asset allocation and risk exposure. The firm serves high-net-worth clients and typically implements strategies through mutual funds, ETFs, in-house model portfolios, and third-party managers.

Douglas Lyons is a CFP® and CFA® with 17 years of experience in financial advisory services. He has worked at Oceanic Capital Management LLC since 2017 and previously at Douglas J. Lyons Financial Group Inc. and UBS Financial Services. Oceanic Capital Management LLC provides investment supervisory services and financial planning to individuals, including high-net-worth and non-HNW clients, as well as institutional clients such as banks, pension plans, and charitable organizations. The firm employs diversified, multi-asset allocation models using both fundamental and technical analysis, offering discretionary and non-discretionary management tailored through individualized risk profiling.

Kevin Gibney is a financial advisor at Kevin M. Gibney and Company, LLC with 24 years of industry experience. He holds a Series 66 designation and has led his firm since 2009. Gibney is also a licensed insurance producer in multiple states. Kevin M. Gibney and Company, LLC serves individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using a range of strategies including equity investments, option writing, and independent manager allocations.

Vanessa Curran is a financial advisor at Kevin M. Gibney and Company, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with the firm since 2012. In addition to her advisory role, she is a licensed insurance producer in several states. Kevin M. Gibney and Company, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management along with financial planning and consulting, managing approximately $296 million in client assets.

Michael Dopazo is a financial advisor with Strategic Wealth Solutions LLC in Middletown, NJ, holding Series 63 and Series 65 licenses and offering 21 years of industry experience. His prior work includes roles at Invst LLC, Jarred Bunch Consulting, and MassMutual. Outside of advisory work, he has sales roles related to life and group health insurance. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and financial planning primarily for individual clients and pension/profit-sharing plans. The firm’s approach includes constructing portfolios based on ETFs, equities, and fixed income using multiple analytical methods, emphasizing long-term trading and documented client objectives.

Matthew Larocca is a CFP® with 15 years of industry experience, currently serving as a financial advisor at RDM Capital Associates Inc, where he has worked since 2010. He is also a board member of Fair View Cemetery, a non-sectarian cemetery serving Monmouth County since 1855. RDM Capital Associates provides personalized asset management to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, employing proprietary investment models that combine fundamental analysis with both active and passive strategies. The firm also sponsors single-purpose limited partnerships and special purpose vehicles, including real estate funds available to accredited investors.

Kyle Piper is a financial advisor at Invest For A Lifetime, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including CSI Group Advisors, Fortis Group Advisors, and LPL Financial. Piper has been involved with Invest For A Lifetime, LLC in various capacities since 2016. 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 using a combination of fundamental and technical analysis to create diversified asset allocations implemented through in-house model portfolios and third-party managers.

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.

Brad Flood is a CFP® professional at Tenon Financial with over a decade of experience in the investment industry, including roles at HPS Investment Partners and Fortress Investment Group. He joined Tenon Financial in 2025. Tenon Financial serves individual and high-net-worth clients by providing tailored investment management, financial planning, and limited-scope hourly engagements. The firm primarily employs passive investment strategies while incorporating fundamental, technical, and cyclical analysis to guide sector selection and tactical decisions.

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.

Jonathan Green is a CFP® professional with 15 years of industry experience. He is currently with Entrepreneur Wealth, which he joined in 2026, and previously worked at Triad Advisors, Inc. and Targeted Financial Services, LLC. Outside of advising, he is involved with entities such as Jobel Management and D.J. Stable, LLC. Entrepreneur Wealth provides preliminary financial planning and consulting services to individuals, families, small businesses, and retirement plans, focusing on general investment concepts and planning considerations. The firm refers clients to unaffiliated Investment Adviser Managers for asset management and does not manage client assets directly.

Kimberly Bannwarth is a financial advisor at Relevé Financial Group with 10 years at the firm and a total of 13 years in the industry. She holds Series 65 and Series 66 designations and previously worked at NorthRock Partners, LLC for three years. Outside of finance, she is involved as a vocal director and music teacher. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, consulting, and portfolio management, and operates a proprietary subscription-based online advisory and coaching platform alongside its traditional managed-account services.

Joseph Vecchio is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) and has dedicated his professional life to the finance and accounting professions. Joe started his career in public accounting where he established a solid accounting foundation. As a full-time professional trader, he has cemented his belief in the efficient market theory and the futility behind stock-picking strategies. He has strategically forecasted and adapted to tremendous regulatory, technological and competitive pressures on a pro-active level to achieve a competitive advantage for over two decades. Joe was introduced to fee-only, tax-focused comprehensive financial planning in 2000 when he retained a fee-only financial planner for his personal finances. Joseph was enlightened by the value that it brought to his financial and personal well-being. His experience as a tax professional, financial market expert and small businessman has inspired him to serve as your personal financial bodyguard against threats, debts and the IRS. Joseph holds a Master of Business Administration (MBA) from Montclair State University. Joseph graduated Magna Cum Laude, Omicron Delta Epsilon-The International Honor Society for Economics, and Beta Gamma Sigma-The International Business Honor Society honors. On the football field, Joseph was a two-year captain for the Muhlenberg College Football Team, as well as a two year All-American football player. Joe resides in Monmouth Beach, NJ with his wonderful wife Colleen, three beautiful girls Grace, Morgan, and Riley, and three loving dogs. He enjoys striper fishing, Texas Hold-Em, college football, and caring for his saltwater reef aquarium and koi pond.

Vid Ponnapalli is a Certified Financial Planner® and holds a Series 65 license with 11 years of industry experience. He has been with Unique Financial Advisors LLC since 2014. Outside of his advisory role, he is the sole owner of Unique Tax Consultants, providing tax preparation and planning services to 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-high-net-worth clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs while integrating fundamental analysis, and it maintains a distinct tax practice operated by its principal to complement its advisory services.

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 financial advisor with SJBenen Advisory, LLC in East Brunswick, NJ, holding a Series 65 designation and eight years of industry experience. Prior to his advisory role beginning in 2018, he served 11 years in the United States Navy. SJBenen Advisory serves individuals, including high-net-worth clients, small businesses, pension and profit-sharing plans, and nonprofit organizations, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs a tiered management approach with strategies ranging from passive indexing to long-short active management, incorporating fundamental, technical, cyclical, and quantitative analysis.

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.