Michael Mclane is a Certified Financial Planner® with 28 years of industry experience. He is affiliated with Redwood Financial Planning, LLC and has previously worked at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. In addition to his advisory role, he owns a part-time tax preparation and business consulting practice. Redwood Financial Planning, LLC provides portfolio management and financial planning services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a combination of fundamental analysis and tactical overlay strategies, offering both discretionary and non-discretionary mandates while managing approximately $213 million across three advisors.

Frank Lentz is a Series 65–licensed financial advisor with 15 years of industry experience. He has been with Managed Wealth Advisors since 2010. Managed Wealth Advisors is a fee-only registered investment adviser that provides discretionary portfolio management primarily for individual brokerage and retirement accounts. The firm uses a tactical asset allocation strategy incorporating equities, ETFs, closed-end funds, and options strategies to pursue yield enhancement and volatility management.

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, holding a Series 65 credential with one year of industry experience. Prior to joining Tranquility Path, he worked at Bristol Myers Squibb and Hovione. He also engages in independent insurance product sales as a sole proprietor. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to a diverse client base including individuals, families, pension plans, trusts, and charitable organizations. The firm emphasizes diversified, passive investment strategies based on Modern Portfolio Theory and partners with established sub-advisors such as Dimensional Fund Advisors, BlackRock, and Vanguard.

Peter Bombara is a financial advisor at PCB Capital LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lincoln Financial Securities Corporation. Outside of his advisory role, he owns PCB Financial Advisory Group, where he offers fixed and equity-indexed annuities as well as 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 a combination of fundamental and technical analysis and modern portfolio principles to tailor asset allocations and risk exposure, using mutual funds, ETFs, model portfolios, and third-party managers.

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.

John Zeltmann is a CFP® and CFA® with 17 years of industry experience. He has been with S.F. Ehrlich Associates, Inc. since 2007. S.F. Ehrlich Associates provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients, employing a strategic asset-allocation framework that combines passive and active investment strategies. The firm offers ongoing portfolio management as well as stand-alone planning and consulting engagements under a fee-only, asset-based advisory model.

Peter Christakos is a financial advisor with Westfield Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been involved in multiple business activities including owning a CPA firm, Christakos & Co., and working as a real estate agent with Century 21 and Christakos Real Estate. He also teaches as an adjunct professor in the CFP program at Fairleigh Dickinson University and instructs CPAs nationwide on financial planning. Westfield Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering discretionary and non-discretionary investment management alongside personal financial planning and retirement plan advisory services. The firm employs tailored asset allocations using various investment vehicles and combines fundamental, cyclical, and technical analysis to support both long-term and tactical strategies.

Michael Camp is a financial advisor at Northwest Criterion Asset Management, L.L.C. in Princeton, NJ, holding a Series 66 designation with 22 years of industry experience. He has been with Northwest Criterion since 2004. Northwest Criterion provides discretionary portfolio management primarily for individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and corporate accounts. The firm employs a value-oriented investment approach that combines quantitative screening with fundamental analysis to manage portfolios tailored to client objectives and risk tolerance.

Eleana Mclane is a financial advisor at Redwood Financial Planning, LLC with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Pensionmark Financial Group, LLC, Pensionmark Securities, LLC, and Nationwide Investment Services Corporation. Redwood Financial Planning, LLC manages approximately $213 million across three advisors, providing portfolio management and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs fundamental analysis combined with tactical overlay strategies and offers both discretionary and non-discretionary mandates, including due diligence and monitoring of recommended third-party asset managers.

Katherine Feeney is a CFP® and CFA® with over 10 years of industry experience. She has worked at Offit Capital for nine years before joining Summit Place Financial Advisors, LLC, where she is part of a four-advisor team. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages about $256 million in discretionary assets and uses a combination of fundamental, technical, and charting analysis across multiple asset types and trading approaches.

Steven Feldstein is a financial advisor with Feldstein, Steven dba Steven Feldstein & Associates in Basking Ridge, NJ. He holds the CFP® and ChFC® designations and has 40 years of industry experience. His career includes roles at Feldstein Financial Group, LLC, First Allied Securities, Inc., and Security Mutual Life. In addition to advisory services, he is involved in insurance sales through various agencies. Feldstein & Associates provides financial planning and investment management on a non-discretionary basis to high-net-worth individuals and related entities. The firm employs a long-term, fundamentals-driven value investing approach, focusing on companies trading near tangible book value with strong franchises and targeted returns on equity.

Steven Calvelli is a financial advisor at Capital Enhancement, LLC in Warren, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Capital Enhancement since 2008. Capital Enhancement provides personalized tax and investment advice, financial planning, tax preparation, and family office services primarily to high-net-worth individuals, including current and retired corporate executives. The firm focuses on nondiscretionary, wrap-fee advisory services, integrating tax compliance with investment management and maintaining a small client base.

Brad Flood is a CFP® professional at Tenon Financial with over a decade of experience in the investment industry, including roles at HPS Investment Partners and Fortress Investment Group. He joined Tenon Financial in 2025. Tenon Financial serves individual and high-net-worth clients by providing tailored investment management, financial planning, and limited-scope hourly engagements. The firm primarily employs passive investment strategies while incorporating fundamental, technical, and cyclical analysis to guide sector selection and tactical decisions.

Linda Nissen is a financial advisor at Stern Capital Management, Inc. with 8 years of industry experience. She holds a Series 65 designation and has been with Stern Capital Management since 2006. Stern Capital Management serves individual investors, including high net worth clients, charitable organizations, and retirement plan participants. The firm provides portfolio management using model asset-allocation portfolios, financial planning, and rollover guidance, managing approximately $252 million in assets across 645 clients.

Sripat Pandey is a financial advisor at Satva Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Global Wealth Management, LLC. Outside of advisory work, he serves in casual advisory roles on the boards of several small companies, including a technology firm and real estate businesses. Satva Advisors LLC is an investment manager that provides discretionary investment management and integrated financial planning primarily to pension plans, family offices, trusts, foundations, and high-net-worth individuals. The firm employs a customized investment approach using low-cost ETFs, mutual funds, individual securities, and structured notes, and offers pension consulting services to retirement plan sponsors.