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.

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 has worked at Precision Financial Services since 2006 and at its affiliate PFS Partners, LLC since 2008. Outside of his advisory work, he is the owner of a fixed insurance business. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and allocations to independent managers, with an emphasis on incorporating cash as an asset class and cautious use of alternative funds.

Joseph Verile is a financial advisor at MRA Advisory Group in Parsippany, NJ, holding a Series 65 designation with eight years of industry experience. He has been with MRA Advisory Group since 2017 and previously worked at Ameriprise Financial Services. Outside of his advisory role, he provides consulting support to MRA Capital Partners, a private equity real estate fund focused on commercial projects in Florida. MRA Advisory Group offers wealth management and financial planning services to both retail and high-net-worth clients, managing discretionary and non-discretionary accounts with an emphasis on risk-based model portfolios. The firm provides a range of services including retirement planning, tax preparation through an affiliated CPA practice, and access to alternative investments and private equity for eligible clients.

Michael Prestifilippo is a CFP® professional with 18 years of industry experience, currently serving at WealthPlan Investment Management LLC. His prior roles include positions at Fidelity Investments and Securities America Inc, among others. He has worked extensively within the WealthPlan network, including WealthPlan Partners. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets across more than 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, retirement plan services, and employs model-based investment strategies utilizing mutual funds, ETFs, individual securities, alternatives, and private placements for accredited investors.

Ryan Tuttle is a financial advisor at Signet Financial Management, LLC with a Series 65 designation. He has been with Signet since 2023 and previously worked at the University of New Hampshire and St Joseph Regional High School. 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 approach combining fundamental and quantitative analysis to construct diversified portfolios.

Rodd Berro is a CFP® professional with 10 years of industry experience. He has worked at Sports & Entertainment Investment Advisers, LLC from 2016 to 2024 and has been with Pegasus Group, LLC since 2001. Pegasus Group, LLC provides discretionary, fee-only investment advisory services primarily to individuals, high net worth individuals, trusts, estates, and business entities. The firm focuses on portfolio management for individual accounts and employs a sub-advisory arrangement with its affiliated SEC-registered adviser, Pegasus Asset Management, to implement investment strategies.

Jordan Kaufman is a CFP® and CFA® with 21 years of industry experience. He currently serves at Green Ridge Wealth Planning LLC, where he has worked since 2020, following roles at Advisory Services Network LLC, Oppenheimer, and Goldman Sachs & Co. Kaufman holds volunteer board positions with several nonprofit organizations, including West Bergen Mental Healthcare, The Ridgewood AM Rotary Club, and the Ridgewood High School Alumni Association. Green Ridge Wealth Planning LLC provides discretionary portfolio management, financial planning, and pension consulting to both high-net-worth and non-high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $383.8 million in discretionary assets using proprietary model portfolios and primarily invests in exchange-traded funds, stocks, bonds, and mutual funds.

Larry Moons is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Concourse Financial Group Securities for 16 years. Outside of his advisory role, he owns ProInvestment Solutions, which provides securities and insurance products. Jeffrey Matthews Wealth Management serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm offers portfolio management through an in-house wrap fee program, independent money manager referrals, customized financial planning, and educational seminars, employing both discretionary and non-discretionary strategies.

Ginny Colarusso is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at The GMS Group, L.L.C. for over 20 years. Outside of her advisory role, she is a yoga instructor, owns an online small business called Good Karma Chick, and volunteers as a troop treasurer for local Girl Scout troops. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension plan participants, trusts, and charitable institutions. The firm offers a range of portfolio management strategies and customized financial planning, with the majority of assets managed on a non-discretionary basis.

John Lyle Jr. is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Prudential Equity Group, LLC. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension plan participants, trusts, and charitable institutions. The firm employs a variety of portfolio management strategies, including buy-and-hold and active trading, and offers clients both discretionary and non-discretionary account management options.

William Lachance is a CFP® with 12 years of industry experience and has been with WJL Financial Advisors since 2013. He holds a Series 65 license and also works as a health and life insurance agent. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passively managed funds and emphasizes client approval before trade execution.

Edward Neas is a financial advisor with Pegasus Asset Management Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Pegasus, he worked at New York Life and has experience in the brewing industry. Pegasus Asset Management provides discretionary investment advisory and portfolio management services to a range of clients including individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs personalized investment strategies, asset allocation across multiple asset classes, and uses options strategies and defined asset-allocation models under documented procedures.

Cal Cacciaguida is a CFP® professional with eight years of experience currently at Sterling Financial Planning Inc. He has held roles at Summit Financial, Purshe Kaplan Sterling Investments, and Morgan Stanley, among other firms. Sterling Financial Planning is a team-based registered investment adviser with eight advisors managing approximately $761 million in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering portfolio management, retirement plan consulting, and financial planning services tailored to each client’s objectives and risk tolerance.

John Vieira is a Series 66–licensed financial advisor with Personal CFO Solutions LLC in Chester, NJ, bringing 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2015 and has been with Personal CFO Solutions since 2011. Outside of his advisory role, he is a partner in a local driving school. Personal CFO Solutions serves individuals, high-net-worth clients, and various institutional entities, offering comprehensive financial planning, discretionary portfolio management, and coordination with clients’ other professional advisors. The firm emphasizes longer-term allocations through mutual funds and ETFs, employs a formal manager vetting process, and manages approximately $1.375 billion in discretionary assets across a multi-advisor team.

Shawn Hirsch is a CFP® and Series 66-licensed financial advisor at Signet Financial Management, LLC with 15 years of industry experience. He has worked at Signet Financial since 2013 and recently joined Summit Financial, LLC in 2026. Outside of his advisory role, Mr. Hirsch also offers insurance products as a broker through multiple companies, earning both cash and non-cash compensation. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including 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 approach that combines fundamental and quantitative analysis with diversified portfolios.

Hunter Kolmodin is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He joined the firm in 2024 and has prior experience working at Fairleigh Dickinson University, Ski Barn, and Eagle Landscaping. Wiss Private Client Advisors, LLC manages approximately $810 million for a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, investment management, and consulting services, employing a mix of fundamental and technical analysis with both long- and short-term strategies.