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 14 years of industry experience and is currently a principal at Tranquility Path Investment Advisors, LLC. He previously worked at Ernst & Young for eight years. Casas also serves as a volunteer treasurer for a local Cub Scouts pack in Monmouth County, NJ. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to a range of clients including individuals, families, pension plans, and charitable organizations. The firm employs a diversified, passive investment approach based on Modern Portfolio Theory and partners with established sub-advisers such as Dimensional Fund Advisors and Vanguard.

Robert Misner II is a CFA® charterholder with 14 years of industry experience. He has been with Hamilton, Johnston & Co., Inc. since 2006, totaling 20 years at the firm. Hamilton & Company is a boutique investment consulting firm serving high-net-worth individuals, family offices, and institutional clients such as endowments and foundations. The firm provides non-discretionary advisory services including investment planning, manager selection, and performance reporting, focusing on portfolio-wide analysis and customized client relationships.

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 with Unique Financial Advisors LLC holding a Series 65 designation and beginning her career in the industry in 2024. Prior to entering financial services, she worked at Verizon for eight years. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, utilizing a primarily passive investment approach with tax services integrated through a separate tax practice operated by the firm’s 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.

Daniel Lombardozzi is a financial advisor with Paradigm Wealth Advisory LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Garden State Securities, Inc., First Allied Advisory Services, INC., and First Allied Securities, INC. He is also involved with Perennial Planning Partners LLC and Awaye Realty in roles related to insurance and mortgage services. Paradigm Wealth Advisory LLC provides investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, fundamental investment approach, utilizing institutional mutual funds, ETFs, and individual securities tailored to clients’ accumulation or retirement needs.

Robin Reji is a financial advisor at Star Wealth Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services and Merrill. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm emphasizes an individualized, relationship-oriented process and constructs diversified, long-term portfolios primarily through fundamental analysis.

Brendan Byrne is a financial advisor with Byrne Asset Management, LLC, holding a Series 65 designation and over 22 years of industry experience. He has been with Byrne Asset Management since 1992. Byrne Asset Management provides discretionary investment advisory services and basic financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis to guide investment decisions, and it is notable for publicly disclosing performance data for certain strategies.

William McNamara is a financial advisor with Salvus Wealth Management, LLC, holding a Series 65 designation and 17 years of industry experience. He has worked with several firms, including Woolston Jensen and McNamara, where he is a partner involved in tax preparation and planning. His career history also includes positions at Woolston Consulting Group, The Curchin Group, C & G Financial, and Cowan, Gunteski & Co. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and businesses with customized portfolios that align with clients' objectives and risk profiles. The firm combines fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary investment management alongside financial planning and retirement consulting services.

Carl Basile Jr. is a financial advisor with Empire Financial Management Company, LLC, holding a Series 63 designation and 33 years of industry experience. He has been with Empire Financial Management Company and Empire Asset Management Company since 2016. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with periodic account reviews and the ability to incorporate options, derivatives, and other strategies.

Lena Cazabat is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving at Atlas Private Wealth Advisors since 2016. She also maintains a long-standing affiliation with LPL Financial, where she has worked since 2013. Lena is involved with The Money Honey LLC, a business entity focused on tax and investment purposes. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets and employs a range of investment strategies across LPL Financial-sponsored platforms.

Grace Gallagher is a Series 65 licensed advisor at Zynergy Retirement Planning with two years of industry experience. She has been with Zynergy since 2023 and previously worked at Endless SUP Company. Zynergy Retirement Planning is a fee-only advisory serving individuals and couples near retirement, offering financial planning, discretionary asset management, and integrated tax services. The firm emphasizes diversified, low-cost portfolios primarily made up of index mutual funds and ETFs, combining investment management with bundled tax and estate planning services.

John Spring is a CFP® with 28 years of industry experience, currently serving at Epic Wealth Management LLC. He has worked at EPIC Advisory Partners, Fountainhead Capital Management, Chelsea Financial Services, and LPL Financial. Outside of advisory work, he owns Monarch Group J.E.S. LLC, an independent insurance agency selling fixed and health insurance products. Epic Wealth Management provides financial planning and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic approach with a tactical overlay, utilizing model portfolios and third-party sub-advisors, primarily Fountainhead AM, while maintaining ongoing account monitoring.

Richard Macciola is a financial advisor with Aspen Creek Wealth Management, LLC in Manalapan, NJ, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Tyler Wealth Management and Primerica Advisors, among others. Outside of advisory work, he is also active as a loan originator with Nexa Mortgage and as a realtor with Talwar Realty Group. Aspen Creek Wealth Management is an eight-advisor team serving individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and investment consulting. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis and offers access to structured products and alternative investments through platforms like iCapital.

David Provinsal is a financial advisor with Paradigm Wealth Advisory LLC in Bridgewater, NJ, holding the Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at various affiliated Paradigm entities and LPL Financial since 2016, with prior experience at First Allied Advisory Services, Inc. from 2011 to 2016. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, and other securities, tailoring strategies to clients’ accumulation or retirement phases and monitoring accounts on an ongoing basis.

Anthony Spangenberg is a financial advisor at WP Advisors, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with WP Advisors since 1999. WP Advisors provides personalized investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm creates customized portfolios based on client goals and risk profiles, employing fundamental analysis and a mix of long- and short-term strategies.