Matthew Perri is a CFP® with three years of industry experience, currently serving as a financial advisor at Zynergy Retirement Planning in Red Bank, NJ. His prior experience includes roles at Stifel Independent Advisors, LPL Enterprise, and The Prudential Insurance Company of America. Zynergy Retirement Planning is a fee-only advisory that serves individuals and couples near retirement, offering ongoing financial planning, discretionary asset management, and integrated tax services. The firm’s investment approach focuses on diversified, low-cost portfolios primarily made up of index funds and ETFs, combined with regular rebalancing and a higher-touch “Private Office” service that adds estate and generational planning.

David Tepp is a financial advisor at Tepp Wealth Management with 13 years of industry experience. He holds the PFS™ and Series 63 credentials and has been with Tepp Wealth Management since 2016. In addition to his advisory role, Tepp is the owner and president of Tepp Accounting & Business Services, Inc., where he provides accounting and tax return preparation services. He also serves on the investment committee for Temple Emanu-El of Westfield. Tepp Wealth Management offers investment management, financial planning, retirement-plan advisory, legacy management, and consulting services to individuals, high-net-worth families, estates, trusts, retirement plans, and corporate clients. The firm emphasizes diversified asset allocation and integrates tax planning through its affiliation with Tepp Accounting, managing approximately $195.7 million in assets across three advisors.

Stanley Ehrlich is a financial advisor at S.F. Ehrlich Associates, Inc. in Cranford, NJ, holding a Series 65 designation with 23 years of industry experience. He has been with S.F. Ehrlich Associates since 1996. S.F. Ehrlich Associates provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients, as well as their affiliated trusts and estates. The firm uses a strategic asset-allocation framework with a core-and-satellite approach that combines passive mutual funds and ETFs with selective active management.

John Paniagua is a Series 65 licensed financial advisor with three years of industry experience, currently serving at Prosus Wealth Management in New York, NY. His prior roles include positions at KKR Private Equity and ICE NYSE. Prosus Wealth Management is an independent registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm uses written investment policies and strategic asset allocations based on Modern Portfolio Theory, often applying a core-and-satellite approach with regular rebalancing and may allocate assets to third-party managers.

Brett Igoe is a financial advisor at 360 Degrees Capital Management LLC with eight years of industry experience. He holds a Series 65 designation and has been with the firm since 2016. Prior to his current role, he served on the Long Branch Board of Education for eleven years. 360 Degrees Capital Management LLC provides discretionary portfolio management to individuals and business entities, preparing customized Investment Policy Statements for each client. The firm employs a blend of fundamental, technical, and quantitative analysis along with modern portfolio theory, and includes cryptocurrency as part of its investable asset classes.

Vincent Polidori is a financial advisor with ValuEngine Capital Management LLC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. His career includes roles at TSG Alpha Partners, IGM Brokerage, Ceros Financial Services, and Petersen Investments. Outside of finance, he serves as a consultant for J. Hilburn, a men's custom clothing company. ValuEngine Capital Management serves individual and high-net-worth investors as well as pension and profit-sharing plans, providing tailored portfolio management based on clients’ goals, time horizons, and risk tolerance. The firm utilizes fundamental analysis, quantitative methods, and modern portfolio theory, offering discretionary asset management and an automated program through Schwab’s Institutional Intelligent Portfolios platform.

Ryan Zacharczyk is a CFP® professional with 17 years of experience in financial planning. He has been with Zynergy Retirement Planning since 2007, where he serves as one of three advisors. Zynergy Retirement Planning works with individuals and couples at or near retirement, offering fee-only financial planning and discretionary investment management tailored to retirement goals. The firm employs a passive, index-focused investment approach and integrates multi-level tax services into its advisory offerings.

Maha Gannavaram is a financial advisor at Unique Financial Advisors LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Verizon for 20 years. 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 mutual funds and ETFs, combined with fundamental analysis, and integrates tax services through its principal’s separate tax practice.

Timothy Ayers is a financial advisor at The Inspired Network Wealth Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities. Ayers is also an independent licensed insurance agent with The Inspired Network Financial Group LLC. The Inspired Network Wealth Advisory provides portfolio management and financial planning services, focusing on individualized Investment Policy Statements and ongoing portfolio monitoring. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and offers financial planning on both fixed-fee and hourly bases.

Simon Dixon is the sole advisor at Hudson House Capital Incorporated, holding a Series 65 credential with no prior industry experience before joining the firm in 2025. He is also CEO of Fundsnet Limited, an online discount fund broker, and City House Investors Limited, an investment advisory firm, both based in Harrogate, UK. His involvement in these businesses includes approximately 30 hours per month combined, with City House Investors Limited work occurring during trading hours. Hudson House Capital Incorporated is a fee-only registered investment adviser providing discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and businesses. The firm employs a mix of passive and active strategies, focusing on asset allocation and security selection, and serves a broad client base including non-high-net-worth individuals.

Fred Busler Jr. is a financial advisor at Augulis Financial Firm, L.L.C. in Warren, New Jersey, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Augulis Financial Firm since 2016. Outside of advising, he is also an insurance agent specializing in fixed insurance sales and works as a tax preparer. Augulis Financial Firm provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm’s goal-driven investment approach incorporates fundamental and technical analysis, tailored asset allocation, and may involve sub-advisors, while also offering educational seminars and comprehensive financial planning.

Robert Colby is the principal of Robert W. Colby Asset Management, Inc. in New York, NY, with 9 years of industry experience. He holds a Series 65 designation and has been self-employed since 2001. Colby conducts quantitative and technical research, and he is an author of books and articles published on multiple platforms, including his own websites. His firm serves individual and high-net-worth clients with approximately $4.63 million in discretionary assets under management. The firm employs proprietary quantitative and technical methods focused on Exchange Traded Funds and systematic ranking, offering a limited selection of actively managed portfolios and allocations with dynamic allocation strategies.

John Nettuno is a financial advisor at J.H. Darbie & Co., Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at St Joseph's Health for nine years. J.H. Darbie & Co., Inc. provides non-discretionary investment advisory and brokerage services to individual and institutional clients, employing a combination of cyclical, fundamental, and technical analysis alongside value-oriented, tactical, and strategic asset allocation. The firm participates in third-party adviser programs and conducts regular account reviews.

Jill Schum is a financial advisor at Third Eye Associates, Ltd with a Series 65 designation and four years of industry experience. Prior to joining the firm, she worked at Perfectress US and WE Consulting Group. Third Eye Associates provides financial life-planning and advisory services primarily to individuals and families, including affluent and high-net-worth clients. The firm focuses on comprehensive planning using values-based and transition-oriented approaches, referring clients to third-party money managers for investment execution.

We focus on helping you make the most of your retirement resources in a tax-efficient way. Our specialty is retirement income planning, aka decumulation planning…how to best live off your nest egg and other sources of retirement income. We take a comprehensive approach to optimizing all of your available resources to help you most effectively achieve your retirement goals. Our holistic process integrates cohesive consideration of Social Security benefits, pensions, investments, real estate, annuities, insurance, work wages, etc. to maximize your retirement income. Furthermore, we carefully consider tax-minimization throughout each step of our process. We provide ongoing tax-efficient retirement planning and investment management. Unlike most advisors, our fee is not a percentage of your investable assets. We feel that method often overcharges clients who have been diligent savers but who do not have complex financial lives. Instead, our fee is a fair and transparent fixed annual amount.

Zella Fisher is affiliated with Aldebaran Capital and holds a Series 65 credential. She has no prior experience as a financial advisor and previously worked for Macmillan Publishers for ten years. Aldebaran Capital provides discretionary asset management and financial planning primarily for individuals and high-net-worth clients, as well as retirement-plan advisory services to qualified plans under a limited-scope ERISA 3(21) fiduciary arrangement. The firm uses a combination of fundamental, technical, and charting analysis to manage accounts on a discretionary basis, offering strategies such as option writing and active trading.

Mark Cassidy is a financial advisor with Prosperiant Wealth Management, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Laidlaw Wealth Management, LLC and Laidlaw & Company (UK) Ltd., as well as Merrill Lynch. Prosperiant Wealth Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equities, fixed income securities, and exchange-traded funds. The firm emphasizes long-term trading guided by cyclical and fundamental analysis, with portfolio design driven by client objectives, tax considerations, and documented risk tolerances.

Wayne Schorpp is a CFP® professional with 21 years of industry experience and is the managing partner at Schorpp, Collier, a CPA firm where he has been a partner for approximately 16 years. He has been with Schorpp, Collier since 1997 and manages both accounting and practice operations. Schorpp Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing a passive, asset-class investment approach focused on diversification, low costs, and tax considerations. The firm also integrates insurance products into its financial planning process and offers specialized college financial planning services.

Adam Lazarus is a financial advisor at Integrity Advisory Partners LLC in New York, NY, holding the PFS™ and Series 66 designations with 13 years of industry experience. He has been self-employed since 2012 and has worked with Integrity Financial Partners, Inc. since 2005. In addition to his advisory work, Mr. Lazarus provides tax preparation, tax planning, and accounting services in his self-employed capacity. Integrity Advisory Partners LLC offers investment management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental analysis and charting. The firm employs a mix of long-term, short-term, and trading strategies and typically works with clients maintaining a minimum investment of $1,000,000.

Anthony Scibetta is a financial advisor with Garden State Retirement Specialists, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and OSAIC and has been affiliated with Elite Brokerage Group LLC since 1980. In addition to his advisory roles, Scibetta is a partner in A&M LLC, a business that owns and rents office space. Garden State Retirement Specialists serves individual clients, including both non-high-net-worth and high-net-worth individuals, focusing on retirement-oriented investment management and financial planning. The firm utilizes risk-tolerance assessments and asset allocation modeling and offers discretionary and non-discretionary portfolio management through various third-party wrap and managed-account programs.