Jared Friedman is a CFP® professional with over 21 years of experience in financial advisory services. He has worked at IFS Securities, Inc. and IFS Advisory, LLC, and has been with Redwood Financial Planning, LLC since 2010, where he currently serves as President. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. Redwood Financial Planning, LLC manages approximately $213 million for individual, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary portfolio management, third-party asset manager selection, and financial planning, using a combination of fundamental analysis and tactical overlay strategies.

Pradeep Niphadkar is a financial advisor at Excel Capital Management Corp with 13 years of industry experience. He holds the Series 63 designation and has been with Excel Capital Management since 2000. Excel Capital Management Corp. provides discretionary investment management and financial advice primarily to high-net-worth individuals, trusts, small businesses, and corporations. The firm uses a core-and-satellite investment approach combining index funds with actively managed securities and conducts formal portfolio reviews monthly or quarterly.

Samantha Baghal is an advisor at Guidance Wealth Advisors LLC with a Series 65 credential and two years of industry experience. She has worked at Guidance Wealth Advisors LLC since 2024 and at Guidance Income Advisors, LLC since 2025. Outside of her advisory role, she is also involved as an insurance producer. Guidance Wealth Advisors LLC provides discretionary wealth management and comprehensive financial planning primarily to individual clients, including high-net-worth households, as well as certain business, foundation, and charitable accounts. The firm employs tailored investment strategies that include diversified allocations and specialized tools such as direct indexing and options collars.

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.

Louis Tranquilli is a financial advisor with Tranquilli Financial Advisor, LLC in Clinton, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2018, he worked at IC Advisory Services, Inc. and The Investment Center, Inc. from 2007 to 2018. Outside of advisory work, he is a member of an LLC involved in property ownership. Tranquilli Financial Advisor serves individuals, trusts, estates, retirement plans, and business entities, providing financial planning, consulting, and discretionary investment management. The firm customizes portfolios based on client-specific factors and frequently utilizes third-party independent managers, maintaining ongoing due diligence and oversight.

Edgar Lara is a financial advisor at Sacks & Associates, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Sacks & Associates since 2008, including a concurrent role at Mutual Securities, Inc. from 2015 to 2021. Outside of his advisory work, he is involved with Zenith Marketing Group, Inc., an insurance and annuity brokerage firm. Sacks & Associates advises individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary and non-discretionary portfolio management along with financial and retirement planning. The firm emphasizes long-term purchase strategies and tailors recommendations based on client objectives and risk tolerance.

Michael Camp is a financial advisor at Northwest Criterion Asset Management, L.L.C. in Princeton, NJ, holding a Series 66 designation with 22 years of industry experience. He has been with Northwest Criterion since 2004. Northwest Criterion provides discretionary portfolio management primarily for individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and corporate accounts. The firm employs a value-oriented investment approach that combines quantitative screening with fundamental analysis to manage portfolios tailored to client objectives and risk tolerance.

Eleana Mclane is a financial advisor at Redwood Financial Planning, LLC with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Pensionmark Financial Group, LLC, Pensionmark Securities, LLC, and Nationwide Investment Services Corporation. Redwood Financial Planning, LLC manages approximately $213 million across three advisors, providing portfolio management and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs fundamental analysis combined with tactical overlay strategies and offers both discretionary and non-discretionary mandates, including due diligence and monitoring of recommended third-party asset managers.

Steven Feldstein is a financial advisor with over 41 years of industry experience. He holds the CFP® and ChFC® designations and currently operates through Steven Feldstein dba Steven Feldstein & Associates, an affiliate of Feldstein Financial Group. He has worked extensively in financial services since 1990, including roles at First Allied Securities and Security Mutual Life. Steven Feldstein & Associates provides financial planning and portfolio management primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a long-term, value-oriented investment philosophy focused on companies trading near tangible book value and maintains primarily non-discretionary client relationships.

Gerrit Besselaar is a financial advisor with Omnivest Group LLC in Princeton, NJ, holding a Series 65 designation and 10 years of industry experience. He has been with Omnivest Group since 2009. Omnivest Group provides discretionary and non-discretionary investment and wealth management services to individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm customizes asset allocation per account and emphasizes the selection and oversight of independent sub-advisers and alternative investment managers, including direct investments in limited partnerships and offshore structures.

Steven Calvelli is a financial advisor at Capital Enhancement, LLC in Warren, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Capital Enhancement since 2008. Capital Enhancement provides personalized tax and investment advice, financial planning, tax preparation, and family office services primarily to high-net-worth individuals, including current and retired corporate executives. The firm focuses on nondiscretionary, wrap-fee advisory services, integrating tax compliance with investment management and maintaining a small client base.

Sripat Pandey is a financial advisor at Satva Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Global Wealth Management, LLC. Outside of advisory work, he serves in casual advisory roles on the boards of several small companies, including a technology firm and real estate businesses. Satva Advisors LLC is an investment manager that provides discretionary investment management and integrated financial planning primarily to pension plans, family offices, trusts, foundations, and high-net-worth individuals. The firm employs a customized investment approach using low-cost ETFs, mutual funds, individual securities, and structured notes, and offers pension consulting services to retirement plan sponsors.

Robert Iandoli is a financial advisor at Horizon Financial Group, Inc. with 40 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial and Lincoln Financial Securities Corporation prior to his current role. He has been with Horizon Financial Group since 2001. Horizon Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and select nonprofit organizations. The firm focuses on non-discretionary planning and third-party manager referrals, utilizing both fundamental and technical analysis in its advice.

Robert Mule is a financial advisor at Nigido Mullin Investment Strategies, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foresters Equity Services, Inc. In addition to his advisory work, Mule is involved in life and health insurance sales and provides CPA, tax preparation, and business consulting services. Nigido Mullin Investment Strategies, LLC offers discretionary investment management to individuals, trusts, estates, pension plans, and IRAs, managing approximately $15.3 million across about two dozen client relationships. The firm employs fundamental analysis and a low-turnover approach, tailoring portfolios to clients' objectives and risk tolerance.

David Walter is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with Halberstadt Financial Consultants Inc in Princeton, NJ since 2000. Halberstadt Financial Consultants provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as a variety of institutional and business clients. The firm creates personalized investment policies and constructs portfolios using individual equities, bonds, ETFs, and mutual funds, offering discretionary and non-discretionary portfolio management and ongoing account monitoring.

Manan Chavda is a financial advisor at WP Asset Management with a Series 65 designation and no prior industry experience. He has worked at Wealth Planning Advisory Group since 2016 and at Wealth Planning Asset Management LLC since 2026. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of analytical methods and offers a broad range of investment strategies across various instruments.

Patricia Scott is a CFP® professional with four years of industry experience, currently serving at MSM Financial Strategies in New Providence, NJ. She has been with MSM Financial Strategies since 1997, a firm where she works alongside two other partners. MSM Financial Strategies is a state-registered investment adviser that provides portfolio management, financial planning, and consulting to individuals, including high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental and cyclical analysis, using both long- and short-term strategies tailored to client objectives and risk tolerance.

Adrian Colarusso is a CFP® and CFA® with 10 years of industry experience. He is currently an Investment Adviser Representative at Target Rock Wealth Management, LLC and Willow Partner Advisors, LLC. Prior to this, he spent six years at BlackRock Investments, LLC. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm uses a combination of passive index-based funds, ETFs, fundamental analysis, and due diligence, and it can create customized ESG portfolios upon request.

Peter Altman is a financial advisor at Altman Investment Management LLC in Princeton, NJ, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Altman Investment Management since 2001. Altman Investment Management provides customized portfolio management and investment consulting to a select client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with macroeconomic review to manage accounts on both a discretionary and non-discretionary basis, emphasizing long-term trading with a margin-of-safety approach.

Robert Szigeti Jr. is a financial advisor with SG Securities, LLC in Flemington, NJ, holding a Series 63 license and having 20 years of industry experience. He has been associated with SG Wealth Management, SG Planning, and SG Securities since 2015. Outside of his advisory role, he is also involved in insurance products sales and services as an insurance agent. SG Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm offers tailored investment strategies and conducts public educational seminars and workshops at no charge.