Gregory Mastrandrea is a financial advisor at East Coast Wealth Management, Inc. with 12 years of industry experience. He holds a Series 65 designation and has been with East Coast Wealth Management since 2010. Outside of his advisory role, he owns Procast Analytics, LLC, a New Jersey–based software development and IT consulting firm. East Coast Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting primarily to individual and high-net-worth clients, as well as trusts, business entities, and participant-directed 401(k) plans. The firm constructs portfolios using ETFs, mutual funds, and individual securities, employing a combination of fundamental and technical analysis with a long-term orientation.

Robert Iandoli is a financial advisor at Horizon Financial Group, Inc. with 40 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial and Lincoln Financial Securities Corporation prior to his current role. He has been with Horizon Financial Group since 2001. Horizon Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and select nonprofit organizations. The firm focuses on non-discretionary planning and third-party manager referrals, utilizing both fundamental and technical analysis in its advice.

Manan Chavda is a financial advisor at WP Asset Management with a Series 65 designation and no prior industry experience. He has worked at Wealth Planning Advisory Group since 2016 and at Wealth Planning Asset Management LLC since 2026. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of analytical methods and offers a broad range of investment strategies across various instruments.

Patricia Scott is a CFP® professional with four years of industry experience, currently serving at MSM Financial Strategies in New Providence, NJ. She has been with MSM Financial Strategies since 1997, a firm where she works alongside two other partners. MSM Financial Strategies is a state-registered investment adviser that provides portfolio management, financial planning, and consulting to individuals, including high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental and cyclical analysis, using both long- and short-term strategies tailored to client objectives and risk tolerance.

John Stuart is a financial advisor at High Point Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and 65 licenses and formerly worked at D.A. Davidson, KeyBanc Capital Markets, and CLSA Americas, LLC. High Point Wealth Management serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a fundamental and cyclical analysis approach combined with an asset-allocation framework that includes mutual funds, ETFs, and individual securities.

Brigitte Brombergklein is a CFP® professional with 18 years of industry experience, currently serving at East Coast Wealth Management, Inc. since 2014. She is also the owner and president of Winning Strategies Group, LLC, a firm that markets various insurance and annuity products. East Coast Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and participant-directed retirement plans. The firm employs a client-specific approach using risk tolerance assessments and combines in-house management with selected third-party managers to implement diversified portfolios.

Robert Szigeti Jr. is a financial advisor with SG Securities, LLC in Flemington, NJ, holding a Series 63 license and having 20 years of industry experience. He has been associated with SG Wealth Management, SG Planning, and SG Securities since 2015. Outside of his advisory role, he is also involved in insurance products sales and services as an insurance agent. SG Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm offers tailored investment strategies and conducts public educational seminars and workshops at no charge.

John Bodnar is a financial advisor with Bodnar Financial Advisors, Inc. in Florham Park, NJ, holding the CFP® designation and a Series 63 license. He has 43 years of industry experience, including roles at LPL Financial LLC and Cambridge Investment Research advisors, Inc. Outside of advisory work, he has been involved in marketing services for NortonLifeLock. Bodnar Financial Advisors provides personalized financial planning and consulting to individuals, small-business pension and profit-sharing plans, and trusts. The firm emphasizes a structured planning process and ongoing support, focusing on advice without discretionary portfolio management or custody of client assets.

Justin Esposito is a financial advisor with LPL Financial in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Bodnar Financial Advisors, Cambridge Investment Research Advisors, and Quasar Distributors. He provides financial planning and consulting services through Bodnar Financial Advisors, an independent investment firm. LPL Financial serves a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering advisory and brokerage services supported by an in-house research team and a variety of investment delivery options.

Feng Peng is a financial advisor at Linden Rose Investment LLC with nine years of industry experience. He holds a Series 65 designation and has been with Linden Rose Investment since 2017. Prior to this, he worked at Ossen Innovation Co. Ltd. from 2013 to 2016. Linden Rose Investment LLC provides discretionary investment management services to individuals, qualified retirement plans, trusts, and small businesses, as well as acting as investment adviser to a pooled private investment vehicle. The firm employs a value-oriented, concentrated equity approach focused on long-term capital preservation and manages approximately $96.4 million in discretionary assets.

Yvonne Kiely is a financial advisor at Kiely Capital Management, Inc. with 22 years of industry experience. She has been with Kiely Capital Management since 1995 and is also associated with Bernard M. Kiely, CPA. Kiely Capital Management serves individual clients, including high-net-worth individuals and trusts, providing financial planning, discretionary portfolio management, and asset allocation guidance. The firm manages diversified portfolios primarily composed of no-load mutual funds, ETFs, and fixed-income securities, and integrates tax-preparation and income-tax planning services through its affiliation with an active CPA practice.

Gregg Auerbach is a financial advisor with Meadowbrook Advisors, holding Series 63 and Series 65 credentials and more than 35 years of industry experience. He previously worked at RBC Capital Markets for 16 years before joining Meadowbrook Advisors and Purshe Kaplan Sterling Investments in 2025. He is also a licensed insurance agent and spends a portion of his time implementing insurance recommendations. Meadowbrook Advisors is an SEC-registered firm providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm utilizes a mix of ETFs, mutual funds, individual securities, and other investment vehicles, combining fundamental analysis with Modern Portfolio Theory in a primarily long-term approach.

Andrew Wang is a financial advisor at Runnymede Capital Management Inc with 20 years of industry experience. He has been with Runnymede Capital Management since 1998. Runnymede Capital Management provides discretionary investment management, retirement plan consulting, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, and insurance companies. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios primarily from individual equities, bonds, and ETFs, operating on a fee-only, asset-based model.

Michael Deo is a financial advisor with Carota Wealth Management, holding a Series 65 designation and 24 years of industry experience. He has worked at multiple firms, including American Portfolios Financial Services and Brandywine Financial Group Inc., and is also a certified public accountant and partner at BKC, CPAs, PC. Deo serves as a trustee of the Peter & Mary Batey Irrevocable Trust. Carota Wealth Management provides investment advisory services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with a proprietary macroeconomic framework, Market Pulse Regimes℠, to guide portfolio construction and offers discretionary management including digital assets and cryptocurrencies.

William Somers is a financial advisor at The Investment Connection LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has operated his own CPA firm, William Somers CPA LLC, since 2005, providing tax preparation and related services. The Investment Connection serves individual investors, trusts, estates, qualified retirement plans, and small businesses with discretionary and non-discretionary investment management and financial planning. The firm emphasizes tax-aware, low-cost ETF-based portfolios and offers integrated legal and accounting services through affiliated professionals.

Thomas Daniel is a financial advisor at J.H. Darbie & Co., Inc. with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Kenneth Jerome & Co., Inc. since 2003, following a brief tenure at Morgan Stanley Dw Inc. in 2002. J.H. Darbie & Co., Inc. offers non-discretionary investment advisory and brokerage services to individuals, including non-high-net-worth clients, trusts, estates, and business entities. The firm uses a combination of cyclical, fundamental, and technical analysis, employing value-oriented, tactical, and strategic asset allocation approaches while participating in third-party adviser programs.

Sekhar Vemparala is a financial advisor at WP Asset Management with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Wealth Planning Advisory Group since 2008. He serves on the board of directors for the Eye Foundation of America, a community and charitable organization. WP Asset Management provides discretionary portfolio management and investment-advisory services to individuals, institutions, and charitable organizations. The firm customizes investment strategies using various analytical methods and invests across diverse asset classes, maintaining a flexible approach tailored to client needs.

Alan Augulis is a financial advisor at Augulis Financial Firm, L.L.C. with 21 years of industry experience. He holds a Series 65 designation and has held ownership roles at Augulis Law Firm since 2000 and as a sole proprietor since 1999. In addition to his advisory work, he provides insurance reviews for legal clients and practices trust and estate law. Augulis Financial Firm offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a goal-driven investment approach, integrates legal and insurance services, and provides educational seminars and comprehensive financial plans.

William Dudes is a financial advisor at Pleasantdale Wealth Management, LLC in Hackettstown, NJ, holding the ChFC® designation and Series 63 license with 40 years of industry experience. His prior work includes roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and operating as a sole proprietor. He was also involved with Dudes Boys LLC from 2013 to 2019. Pleasantdale Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and ongoing monitoring to guide asset allocation and offers unique services such as discretionary ERISA 3(38) management alongside a multigenerational advisory team.

Howard Stolzer is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Stolzer Rothschild Levy LLC since 2014. Stolzer Rothschild Levy LLC provides wealth management, investment advisory, and retirement-plan consulting services to individuals, high-net-worth families, trusts, corporate retirement plans, and other advisors. The firm employs a top-down global investment framework that combines quantitative screening, third-party data, and portfolio optimization tools to create long-term core allocations, generally favoring buy-and-hold strategies over frequent trading.