Devon Shapiro is a financial advisor at Shapiro Financial Security Group, Inc. with one year of industry experience and a Series 65 designation. Prior to his current role, he worked in various positions including roles at Atlantic Physical Therapy and several educational institutions. Shapiro Financial Security Group provides financial planning, investment management, and consulting services primarily to individual clients. The firm integrates tax preparation and accounting services with its advisory offerings and emphasizes risk management by tailoring portfolios to clients’ risk tolerance and time horizon.

Thomas Mullooly is a financial advisor at Mullooly Asset Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with Mullooly Asset Management since 2015. Mullooly Asset Management is a small advisory team serving individuals, trusts, estates, pension and profit-sharing plans, as well as charitable and corporate clients. The firm provides discretionary investment management and financial planning for both non-high-net-worth and high-net-worth investors, using a combination of fundamental and technical analysis and employing various strategies including options, short sales, and margin trading.

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.

Renee Pepia is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently with The Private Client Advisory Group, LLC and LPL Financial, LLC, where she has worked since 2018 in various roles. In addition to her advisory duties, she serves as a registered assistant performing compliance and operational activities. The Private Client Advisory Group advises individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is goal-based and tailored to clients’ time horizons and risk tolerances, combining in-house management with third-party managers and employing a range of analytical strategies.

Frank Fernandez is a CFP® with seven years of industry experience, currently serving as a financial advisor at PCB Capital LLC. His prior roles include positions at Weingarten Associates LLC and Omni 360 Wealth, Inc. He holds the Series 65 license as well. PCB Capital LLC provides wealth management and financial planning services to individuals—including high-net-worth clients—as well as small businesses, trusts, estates, and non-profits. The firm combines fundamental and technical analysis with asset-allocation principles and modern portfolio theory, utilizing both in-house model portfolios and recommended independent managers.

Kenneth Shapiro is a CFP® professional with 23 years of industry experience and has been associated with Kenneth B. Shapiro & Co., Inc. since 1982. He is based in Hazlet, NJ, and also operates an accounting firm alongside his financial advisory practice. Shapiro Financial Security Group, Inc. provides financial planning, investment management, and consulting services primarily to individual clients. The firm integrates tax preparation and accounting services with its advisory offerings and emphasizes risk management by tailoring portfolios to clients’ risk tolerance and time horizon.

Amar Pandit is a CFA® charterholder with five years of experience in the financial industry. He is affiliated with HAPPYRICH Capital and has held executive roles at MFA Capital Private Ltd. and MFA Wealth Solutions Private Limited. In addition to his financial advisory work, he is a co-founder and director of two entertainment companies, Happy Gaana Entertainment Private Limited and Happy Minds Entertainment Private Limited, based in India. HAPPYRICH Capital provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities, managing approximately $45 million in client assets. The firm uses a strategic asset allocation approach combining passive index funds and ETFs with tactical active management, and emphasizes documented client relationships and educational initiatives.

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.

Kenneth Leblanc is a CFP® professional with 25 years of industry experience. He is affiliated with Personal Financial Solutions, LLC and has previously worked with Mercer Global Advisors Inc., Network 1 Financial Securities, Inc., and KML Financial Services Group, LLC. He serves as a managing member of KML Financial Services Group, focusing on fee-only financial planning and investment management. Personal Financial Solutions, LLC is an SEC-registered investment adviser that serves individual clients, trusts, businesses, and qualified retirement plans. The firm manages approximately $155.65 million in discretionary assets using a combined strategic and tactical investment framework, emphasizing multi-level diversification and quarterly portfolio reviews.

Michela Zacharczyk is a financial advisor at Zynergy Retirement Planning in Red Bank, NJ, holding a Series 65 designation with two years of industry experience. She has been with Zynergy Retirement Planning since 2014. Zynergy Retirement Planning serves individuals and couples at or near retirement, offering fee-only financial planning and discretionary investment management focused on retirement goals. The firm employs a passive, index-centric investment approach using low-cost, diversified portfolios and integrates multi-level tax services into its advisory offerings.

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.

Oscar Casas Jr. is a CFP® with 13 years of industry experience and is currently affiliated with Tranquility Path Investment Advisors, LLC. He previously worked at Ernst & Young for eight years. Outside of his advisory role, Casas serves as a volunteer treasurer for a local Cub Scouts pack in Monmouth County, NJ, and independently sells insurance and annuity products. Tranquility Path Investment Advisors provides investment consulting, managed-account guidance, and financial planning to individuals, families, and various institutional clients. The firm employs a diversified, passive investment approach based on Modern Portfolio Theory and Fama–French research, utilizing third-party co-advisors for trading and rebalancing.

Robert Misner II is a CFA® charterholder with 13 years of industry experience. He has been with Hamilton, Johnston & Co., Inc. since 2006. Hamilton & Company provides independent investment consulting to a select group of endowments, foundations, retirement plans, high-net-worth families, and family offices. The firm focuses on portfolio-level advice, including asset allocation, risk, liquidity, and manager selection, without recommending individual securities or accepting discretionary asset-management authority.

Thomas Mullooly is a financial advisor with Mullooly Asset Management, Inc. He holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked at Mullooly Asset Management since 2002. Mullooly Asset Management is a small advisory team providing discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable and corporate clients. The firm serves both non-high-net-worth and high-net-worth investors, tailoring portfolios with a combination of fundamental analysis, technical techniques, and various strategies including options and short sales.

Dhvani Udani is a financial advisor at Unique Financial Advisors LLC with a Series 65 designation and no prior industry experience. Before entering the financial sector, Dhvani worked at Verizon from 2016 to 2024 and is currently engaged in study related to the field. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-HNW clients. The firm primarily employs passive investment management using index funds and ETFs, complemented by fundamental analysis, and integrates tax services through a separate practice operated by its 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.

Zachary Feinberg is a financial advisor at Glen Eagle Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Asset Based Lending, Tipico, Trusted Media Brands, and CIT Group. Glen Eagle Advisors provides investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models supplemented by fundamental and technical analysis. The firm offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting, with a buy-and-hold investment approach that includes rebalancing and stop-loss tools.