Dennis Mcnamara is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He has worked at Whealth Advisors since 2019 and previously at Lighthouse Financial Advisors from 2016 to 2019. Whealth Advisors serves individuals and families, including high-net-worth clients, trusts, and small business owners, by providing comprehensive financial planning and investment management. The firm employs a largely passive, index-oriented investment strategy focused on asset allocation, diversification, and low-cost portfolios, and offers specialized services such as tax and estate planning reviews, retirement and college funding support.

David Vargo is a CFP®-certified financial advisor with LPL Financial, based in Sherman, CT, and has 36 years of industry experience. He has been with LPL Financial since 2001 and also operates Varbeco Wealth Management, LLC. Outside of his financial advisory work, he performs as a musician several times a month in various venues across New Jersey. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Bruno Larocca is a financial advisor at RDM Capital Associates Inc with 11 years of industry experience. He has been with RDM Capital Associates since 1998. RDM Capital Associates provides personalized asset management services to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, including both individual and high-net-worth clients. The firm constructs household-level portfolios using proprietary investment models that combine fundamental analysis with active and passive strategies, emphasizing tax-efficient placement and portfolio consolidation.

Thomas Gallagher is a financial advisor at Molokai Advisors with 23 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior roles include positions at Bluestone Growth Partners LLC, Umergence LLC, Finex Hong Kong, Maxim Group LLC, and Cap Intro. Molokai Advisors provides investment management and consulting primarily to pooled investment vehicles and institutional clients, with services also available to individuals. The firm uses a mixed qualitative and quantitative investment process focused on manager research, portfolio monitoring, and customized asset allocation, working with affiliated and third-party managers across a broad range of institutional client types.

Linda Ialacci is a financial advisor at H&S Tax and Wealth Advisors LLC with five years of industry experience. She holds a Series 65 designation and has operated her own CPA firm since 2014. Outside of her advisory work, she serves as treasurer for Ryan's Quest, Inc., a nonprofit focused on Duchenne muscular dystrophy, where she manages financial records and cash management. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients by providing discretionary portfolio management along with financial planning and consulting services. The firm employs tailored portfolios using model strategies and sub-advisers, coordinates tax and accounting services through affiliated entities, and manages approximately $58 million in discretionary assets.

Avi Mandel is a financial advisor at CM Capital Partners with a Series 65 credential and three years of industry experience. Prior to his current role, he held various positions including administrative work at CM Capital and building management at Norkez Properties. He has a background that includes service in the Israeli military and experience in education at Ma'ayanot Yeshiva High School for Girls and Herzog/Hebrew College. CM Capital Partners, doing business as Centrade, provides portfolio management and advisory services to individual clients, including high-net-worth individuals, as well as businesses and investment entities. The firm uses a blend of charting, fundamental, quantitative, and technical analyses to tailor both long- and short-term investment strategies aligned with clients’ goals and risk tolerance.

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.

Peter Horowitz is a Series 65 credentialed advisor at NextMove Capital Inc. He has held roles at NextMove Capital since 2025 and previously worked at BetaNXT, Dun & Bradstreet, Motive Partners, and PwC, with a total of zero years in advisory industry experience. NextMove Capital provides discretionary investment management and advisory services through an online portal to independent advisors, banks, credit unions, and individual investors. The firm uses model portfolios implemented within wrap fee programs, primarily employing ETFs and mutual funds, and manages accounts on a discretionary basis with client communication conducted digitally.

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.

Alphonse Procaccino is a CFP® with 46 years of industry experience, currently serving as the sole advisor at Castle Financial & Retirement Planning Associates Inc. He has worked at several firms, including The Leaders Group Inc, Modern Capital Securities, and IMST Distributors, LLC, before a long tenure at Castle Financial starting in 1992. Castle Financial & Retirement Planning Associates serves individuals, retirement plans, trusts, and corporations, managing approximately $108 million for around 146 clients. The firm employs a conservative tactical asset allocation strategy combining fundamental, technical, and cyclical analysis, utilizing various investment vehicles and third-party research sources to guide its portfolio management.

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.

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.

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.

Lucas Carey is a CFP® professional with 15 years of industry experience. He worked at Lighthouse Financial Advisors, Inc. for 13 years prior to joining Shore Financial Planning. Shore Financial Planning is a fee-only, tax-focused advisory firm serving individual clients and families. The firm integrates tax considerations into financial planning and investment management, offering comprehensive planning, ongoing wealth management, and selective tax preparation services.

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.

David Bailin is a financial advisor with CIO Capital Group LLC in Rumson, NJ, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. He previously worked at Citi Private Bank and related Citigroup entities for over a decade. CIO Capital Group provides wealth management and investment advisory services exclusively to ultra-high-net-worth individuals, families, and family offices. The firm uses institutional-level analytics and quantitative tools to support portfolio construction and risk modeling, offering both discretionary and non-discretionary management through a wrap fee program.