Francis Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. He has been with Talisman Wealth Advisors since 2021. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses a goal-driven, asset-allocation approach based on Modern Portfolio Theory, combining low-cost index ETFs with active managers and sustainable investment options.

Anthony Fimognari is a financial advisor at Parisi Capital with one year of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors, LLC. Outside of finance, he has been involved with Natale’s Pizza and Restaurant since 2014. Parisi Capital provides ongoing financial planning and investment management services to individual clients, including high-net-worth individuals. The firm combines passive investment strategies using index funds and ETFs with technical and charting analysis to guide sector selection and timing decisions.

Robert O'Brien is a CFP® and ChFC® with 17 years of industry experience. He has been with Capital Enhancement, LLC since 2010, where he serves as one of two advisors. Capital Enhancement provides personalized tax and investment advice, financial planning, tax preparation, and family office services primarily to high-net-worth individuals and their families, focusing on nondiscretionary, wrap-fee advisory strategies that integrate tax compliance with investment management.

Gregory Shaw is a CFP® with 22 years of industry experience, currently serving at H&S Tax and Wealth Advisors LLC in Red Bank, NJ. His prior experience includes seven years at Chatham Wealth Management. Outside of his advisory role, he manages a residential rental property in Red Bank. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients, offering discretionary portfolio management along with financial planning and consulting services. The firm employs tailored investment strategies using firm-developed models and sub-advisers, and integrates tax and accounting services through a related affiliate.

Michael Mclane is a CFP® and holds a Series 66 license with 29 years of industry experience. He is currently with Redwood Financial Planning, LLC and has prior experience at firms including Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. In addition to his advisory work, he owns and operates a tax preparation and business consulting service that provides federal and state tax return preparation and expert witness services on a part-time, seasonal basis. Redwood Financial Planning serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and access to third-party asset managers. The firm employs a fundamental analysis approach combined with tactical overlay strategies to manage portfolios primarily invested in mutual funds and ETFs.

Thomas Scotto is a financial advisor with Trustee Empowerment & Protection, Inc. He holds a Series 66 designation and has 16 years of industry experience. Scotto has operated Thomas Scotto Consultants, LLC since 2005, which focuses on third-party marketing and group health insurance for union clients. He also works in business development for a law firm specializing in securities litigation. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors and trustees, as well as individual investors, through an internet-based platform that connects clients to a network of registered investment advisers. The firm uses a patented decision-assistance tool to help clients evaluate and compare investment options while maintaining client decision-making authority.

John Long Jr. is a financial advisor with Strategic Wealth Solutions LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Chelsea Financial Services. He is also involved with Jarred Bunch Consulting, LLC (DBA INVST, LLC), offering holistic fee-based financial planning services. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and standalone financial planning primarily for individual clients and pension/profit-sharing plans. The firm manages approximately $35.9 million for about 130 clients and constructs portfolios focused on ETFs, equities, and fixed income, using a combination of fundamental, modern-portfolio, quantitative, and technical analysis.

Alexander Mac Knight is a financial advisor with Rimac Capital LLC and holds Series 63, Series 65, and Series 66 licenses. He has 10 years of industry experience, including positions at UBS AG, Mizuho Securities USA Inc., and Upstart Network Inc. His prior roles span both banking and securities firms. Rimac Capital LLC is a small, state-registered advisory firm serving individuals, high-net-worth clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management along with financial planning, utilizing a blend of fundamental, cyclical, and quantitative analysis combined with modern portfolio theory.

Daniel Spiegel is a financial advisor at VCP Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VCP Financial since 2013 and Sterne Agee from 2012 to 2017. Outside of his advisory role, Spiegel is a co-founder and managing partner of LIFE 143, LLC, a life and health insurance business, and Vessel Capital Management, LLC, where he is involved in client portfolio management for related private funds. VCP Financial LLC offers portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Mengxue Cao is a CFA® charterholder with eight years of experience at Ailares Inc. Prior to joining the firm, Mengxue worked at Boston University for three years. Ailares provides discretionary separately managed account portfolio management and investment advisory services to qualified clients, including high-net-worth individuals, trusts, estates, corporations, and certain retirement accounts. The firm employs a combination of fundamental, technical, macro, quantitative, sentiment analysis, and proprietary machine-learning tools to guide investment decisions across a range of asset classes and strategies.

Jared Friedman is a CFP® professional with over 21 years of experience in financial advisory services. He has worked at IFS Securities, Inc. and IFS Advisory, LLC, and has been with Redwood Financial Planning, LLC since 2010, where he currently serves as President. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. Redwood Financial Planning, LLC manages approximately $213 million for individual, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary portfolio management, third-party asset manager selection, and financial planning, using a combination of fundamental analysis and tactical overlay strategies.

Pradeep Niphadkar is a financial advisor at Excel Capital Management Corp with 13 years of industry experience. He holds the Series 63 designation and has been with Excel Capital Management since 2000. Excel Capital Management Corp. provides discretionary investment management and financial advice primarily to high-net-worth individuals, trusts, small businesses, and corporations. The firm uses a core-and-satellite investment approach combining index funds with actively managed securities and conducts formal portfolio reviews monthly or quarterly.

David Golembieski is a financial advisor at Tranquility Path Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Bristol Myers Squibb and Hovione. In addition to his advisory role, he operates an independent insurance and annuity product sales business. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to individuals, families, and various entities. The firm emphasizes diversified, passive investment strategies based on Modern Portfolio Theory, with client accounts managed through third-party co-advisors.

Peter Bombara is a financial advisor with PCB Capital LLC in East Brunswick, NJ, holding Series 65 and Series 63 licenses and has 14 years of industry experience. His career includes roles at Lincoln Financial Securities Corporation and leadership positions within multiple related entities since 2003. Outside of his advisory duties, he is the owner of PCB Financial Advisory Group, where he offers fixed annuities, equity-indexed annuities, and traditional life insurance products. PCB Capital provides wealth management and investment advisory services to individuals, including high-net-worth clients, and small businesses. The firm employs fundamental and technical analysis combined with modern portfolio principles to tailor asset allocation and risk exposure, utilizing mutual funds, ETFs, in-house model portfolios, and third-party independent managers.

Douglas Lyons is a CFP® and CFA® with 17 years of experience in financial advisory services. He has worked at Oceanic Capital Management LLC since 2017 and previously at Douglas J. Lyons Financial Group Inc. and UBS Financial Services. Oceanic Capital Management LLC provides investment supervisory services and financial planning to individuals, including high-net-worth and non-HNW clients, as well as institutional clients such as banks, pension plans, and charitable organizations. The firm employs diversified, multi-asset allocation models using both fundamental and technical analysis, offering discretionary and non-discretionary management tailored through individualized risk profiling.

Kevin Gibney is a financial advisor at Kevin M. Gibney and Company, LLC with 24 years of industry experience. He holds a Series 66 designation and has led his firm since 2009. Gibney is also a licensed insurance producer in multiple states. Kevin M. Gibney and Company, LLC serves individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using a range of strategies including equity investments, option writing, and independent manager allocations.

Vanessa Curran is a financial advisor at Kevin M. Gibney and Company, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with the firm since 2012. In addition to her advisory role, she is a licensed insurance producer in several states. Kevin M. Gibney and Company, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management along with financial planning and consulting, managing approximately $296 million in client assets.

Edgar Lara is a financial advisor at Sacks & Associates, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Sacks & Associates since 2008, including a concurrent role at Mutual Securities, Inc. from 2015 to 2021. Outside of his advisory work, he is involved with Zenith Marketing Group, Inc., an insurance and annuity brokerage firm. Sacks & Associates advises individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary and non-discretionary portfolio management along with financial and retirement planning. The firm emphasizes long-term purchase strategies and tailors recommendations based on client objectives and risk tolerance.

Steven Puckett is the sole advisor at Fiduciary Pension Partners, LLC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Fiduciary Pension Partners since 2016 and was associated with Gateway Advisory, LLC from 2016 to 2022. Outside of advisory services, he is a majority member and part-owner of Boathouse Investment Properties, LLC, a real estate management business. Fiduciary Pension Partners serves individual clients, including high-net-worth individuals, and retirement plan sponsors by providing discretionary portfolio management and pension consulting. The firm employs a varied investment approach incorporating multiple analytical methods and manages both advisory and consulting assets, with a notable pension plan consulting presence.

Michael Dopazo is a financial advisor with Strategic Wealth Solutions LLC in Middletown, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Invst LLC and Equitable Advisors. Outside of advising, he has sales roles in life insurance and group health. Strategic Wealth Solutions LLC provides portfolio management, pension consulting, and financial planning services primarily to individuals and pension/profit-sharing plans. The firm manages approximately $35.9 million for around 130 clients using a long-term, research-driven investment approach focused on ETFs, equities, and fixed income.