Andrew Leicht is the principal advisor at Leicht Financial Planning and Wealth Management in Parsippany, NJ, holding the CFP®, ChFC®, and Series 63 designations with 28 years of industry experience. He has been affiliated with LPL Financial LLC and his own firm since 2014. In addition to his advisory role, he is a licensed producer of long-term care insurance through LTCi Partners. Leicht Financial Planning and Wealth Management serves approximately 190 client relationships, providing discretionary investment management and comprehensive financial planning for individuals, trusts, estates, and various business entities. The firm employs ETF-based model portfolios with tailored adjustments and utilizes a combination of fundamental, technical, and cyclical analysis, alongside tax-loss harvesting strategies, to align portfolios with client objectives.

Christian Vivas is a financial advisor at Ronald Gelok & Associates, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the financial sector since 2016. Outside of his advisory work, Vivas teaches group fitness classes at local YMCA branches in New Jersey. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, including individuals, retirement plans, trusts, and charities. The firm provides comprehensive financial planning, discretionary investment management, and access to brokerage and insurance products, using independent managers and sub-advisory platforms tailored to clients' risk profiles.

Paul Saxton is a CFP® professional with 25 years of industry experience, currently serving at Saiph Capital, LLC since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. Outside of his advisory role, Saxton is a member of the Screen Actors Guild and occasionally works as an actor, extra, and stunt player. He is also president of The Saxton Foundation, a charitable organization. Saiph Capital provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and banking institutions. The firm manages approximately $361 million in assets and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios using mutual funds, ETFs, individual securities, and Independent Managers.

David Podell is a financial advisor with Podell Financial Group LLC, holding a Series 66 designation and over 22 years of industry experience. He has worked at Podell Financial Group since 2006 and previously at Nylife Securities and New York Life Insurance Company for 20 years. Outside of his advisory role, he owns Business Benefits Consulting LLC, providing fee-for-service benefits consulting to business owners, and volunteers on the Town of Randolph Board of Assessments. Podell Financial Group LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors. The firm offers portfolio management, financial planning, and retirement plan consulting, using a tailored investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed at least quarterly.

Edwin Milner is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior firms include LPL Financial, American Investment Planners, and Signature Securities Group Corp./Signature Bank. He also provides limited services through Comprehensive Wealth Services during a transition to LPL Financial’s RIA platform. Comprehensive Wealth Services, LLC offers fee-based investment advisory and portfolio management primarily for high-net-worth individuals and related entities, focusing on mutual funds and ETFs with discretionary management tailored to client risk tolerance, tax situations, and time horizons. The firm is modest in scale, with four advisors serving a mainly high-net-worth client base.

Richard Wolfe is a CFP® with 21 years of industry experience and has been with Saddle River Capital Management, LLC since 2003. He is based in Wyckoff, NJ, and holds a Series 65 license. Saddle River Capital Management serves individual investors, other advisors, corporate pension and profit-sharing plans, 401(k) plans, and institutional and charitable clients by providing portfolio management and comprehensive financial planning. The firm uses a proprietary research model combining fundamental and technical analysis to construct cost-efficient, globally allocated portfolios primarily using ETFs and mutual funds, with an emphasis on ongoing planning and performance tracking through quarterly reviews and modeled scenario testing.

Jeffrey Gibs is a financial advisor at Volumetric Advisers with five years of industry experience. He holds Series 63 and Series 65 designations and has been with Volumetric Advisers since 2015. Volumetric Advisers primarily provides investment advisory services to the registered mutual fund Volumetric Fund, Inc., along with portfolio management for separately managed accounts and advisory services to individuals and small businesses. The firm uses a proprietary volume-and-trend methodology called the “Volume and Range” system to guide its investment decisions.

Lauren Locker is a CFP® professional with 23 years of industry experience. She has been with Locker Financial Services, LLC since 1992. Locker Financial Services is a fee-only advisory firm serving individual clients, including high-net-worth households, and professionals sponsoring retirement plans. The firm offers comprehensive financial planning, consulting, and discretionary portfolio management, focusing on diversified mutual funds and ETFs with accounts typically held at Charles Schwab.

Robert Korzik is a financial advisor with First Light Wealth Advisors, LLC in Little Falls, NJ, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2011 to 2017. Outside of his advisory role, he is the managing partner of RJE Marine Services LLC, a charter fishing boat business operated by his son. First Light Wealth Advisors provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a combination of fundamental and cyclical analysis with Modern Portfolio Theory to manage diversified portfolios, primarily on a discretionary basis, and offers both individual wealth management and ERISA fiduciary retirement plan consulting.

Martin Matousek is a CFP® professional with 17 years of industry experience. He is currently with Cadia Private Client LLC, having joined in 2025, and previously worked at Private Advisor Group and Merrill Lynch. Matousek serves on the Board of Trustees for the Mendham Borough Library. Cadia Private Client LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm constructs customized, primarily long-term portfolios using a variety of investment vehicles and offers fiduciary ERISA/IRA advice for retirement accounts.

Kent Sheng is a CFA® charterholder with 23 years of industry experience and has been with Tandem Capital Management, Inc. since 1991. He holds a Series 63 license and also serves as secretary for SYS Investors Corp., the parent holding company for Tandem Capital Management, where he reviews finances and records minutes. Tandem Capital Management provides wealth management and investment advisory services to high-net-worth individuals, families, entrepreneurs, executives, trusts, estates, and retirement plans. The firm employs a combination of top-down macro and sector outlook with bottom-up fundamental analysis, managing concentrated, discretionary portfolios with a long-term orientation and relatively low turnover.

Francis Noonan is a financial advisor with Personal Financial Specialists, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at LPL Financial LLC since 2025 and previously operated his own sole proprietorship under Personal Financial Specialists from 1999 to 2025. He also has extensive experience with Cadaret, Grant & Co., Inc., Bauman, Noonan and Associates, and American United Life Insurance Company. Personal Financial Specialists primarily serves retirement plans and plan participants, along with IRA and money-management clients, providing plan communication, administrative services, and investment advice tailored to participant needs. The firm’s investment approach is largely non-discretionary, focusing on mutual funds and ETFs selected from Charles Schwab’s no-transaction-fee lists and guided by a primary-market-trend framework, combining technical and fundamental analysis.

Cheryl Werbeloff is a financial advisor at Kensington Financial Advisors LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities Inc. and National Wealth Management, LLC. Kensington Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines discretionary and non-discretionary investment management with financial planning and consulting services, using a range of strategies and instruments while providing plan-level services and participant education for retirement plans.

Our clients and community value us for both our personal approach as well as our background experience. Our clients are amazing but do not always have the time and energy to go it on their own. We help bridge family and business conversations, and align our clients paths with their intended priorities. We have backgrounds in institutional investments, and consulting financial advisors, but we are perpetually students as well as surrounding ourselves with amazing professional alliances to help support our clients and community in every way we can. Growing up, my parents were owners of a small business that did paving and excavation services. I was able to work summers and through college and miss operating equipment. Same time I saw many of their challenges through each stage of ownership. I love helping business owners and consultants bridge their investments and behavior in alignment with their prioritized goals and intent. Working at an institutional asset manager and broker dealer allowed me to spend countless hours with amazing financial professionals (advisors, portfolio managers, economists and strategists). There is alot to learn in good times, and even more to learn in challenging times. We try to bring a long term vision and healthy perspective to meetings where clients are the ones driving to their goals with the full support of our firm and every resource we have.

Michael Dunne is a CFP® professional with eight years of experience, currently serving as an advisor at Cereus Financial Advisors, LLC since 2018. He is the treasurer of the Ramsey Democratic Club, where he manages the organization’s financial records and banking activities. Cereus Financial Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and retirement plans, combining discretionary and non-discretionary portfolio management with financial planning and retirement-plan advisory. The firm employs a blend of passive quantitative models, selected external managers, and active tax management, supported by AI-driven research and portfolio analysis tools.

Christopher Cullina is a CFP® professional with four years of industry experience. He is currently with M.K. Byrne & Co. LLC and previously worked at Cetera Advisors LLC/Nicholas Pascarella & Co. as OSJ and Jennison Associates. M.K. Byrne & Co. LLC provides tax planning, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm employs a tactical asset-allocation approach within a modified Modern Portfolio Theory framework and combines investment management with coordinated tax and financial planning.

Deborah Liguori is a CFP® professional with 20 years of experience in financial advising. She has been with Comprehensive Wealth Solutions, LLC since 2004. Comprehensive Wealth Solutions provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm focuses on asset allocation and the selection of outside managers, offering discretionary portfolio management and tailored financial planning.

Michael Kelly is a financial advisor at Podell Financial Group LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Eagle Strategies LLC and Nylife Securities LLC. In addition to his advisory role, he is an independent insurance agent in New Jersey. Podell Financial Group LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm employs a variety of investment strategies tailored to client objectives and manages both individual and employer-sponsored retirement accounts.

Leslie Beck is a CFP® with 26 years of experience in financial advising, currently with Compass Wealth Management, LLC in Rutherford, NJ. She has held roles at Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., and has also taught at William Paterson University and Bloomfield College. Outside of advising, she is a partner in 379 Associates LLC, a small business consulting and personal coaching firm. Compass Wealth Management provides financial planning and investment advice focused on retirement, education, estate, insurance, and special-needs planning. The firm emphasizes comprehensive written plans tailored to clients’ goals and does not directly manage client assets, instead facilitating implementation through affiliated registered advisers.

Philip Fabrizio is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Kingsbridge Advisors, LLC and Axa Advisors, LLC, and has served on the executive committee of the Knickerbocker Country Club, overseeing golf and social activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.