Zachary Tombs is a financial advisor with Private Client Group Asset Management in Gladstone, NJ, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Lincoln Investment and Citizens Securities, among others. Private Client Group Asset Management serves individuals, retirement plans, trusts, estates, and business entities by providing financial planning and investment supervisory services. The firm manages approximately $143 million across about 109 client accounts, focusing on model portfolios and third-party money managers while overseeing overall suitability.

Taylor Peters is a CFP® professional with three years of industry experience. She is affiliated with Prosperity Road, LLC in Santa Ana, CA, where she has worked since 2021 and also serves as a paraplanner for the firm. Her prior experience includes roles at Lavish Financial Planning, Davidson Capital Corporation, and self-employment. Prosperity Road provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, equities, and fixed income, and manages approximately $156.9 million for about 60 clients.

Robyn Goldstein is a financial advisor at ACA/Prudent Investors Planning Corporation with 23 years of industry experience. She has been with ACA/Prudent Investors Planning Corp. since 2002 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a member of Achtel Holdings, LLC, a non-investment entity involved in owning a commercial office building. ACA/Prudent Investors Planning Corporation serves individual clients, including high-net-worth individuals, as well as corporations, trusts, and retirement plans. The firm provides investment advisory services alongside broker-dealer and insurance activities, using a process that involves daily monitoring of mutual fund and annuity values with client-authorized asset exchanges primarily on a non-discretionary basis.

Linda Kalata is a financial advisor with BPP Wealth Solutions, LLC, holding Series 63 and Series 66 licenses and over 35 years of industry experience. Her prior work includes roles at Bank of America and Merrill Lynch. BPP Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning through its Security Income Planner® process, discretionary and non-discretionary investment management, and supplemental services such as family office bookkeeping and bill-pay.

Matthew Sherbine is a CFP® with 22 years of industry experience and has been with GCI Financial Group since 2001. He is a 50% owner and serves as Managing Member of JHP Real Estate Group, LLC, which owns the office condominium housing GCI Financial Group. GCI Financial Group, Inc. is an SEC-registered investment adviser providing asset management and financial planning services to individuals, families, trusts, pension, and corporate clients. The firm manages approximately $105 million for around 100 clients, employing individualized investment strategies with ongoing supervision and periodic reviews.

Andrew Novick is a CFP® professional with 23 years of industry experience. He has been with The Investment Connection LLC since 2015 and also works as a contract attorney focusing on estate planning at Brookner Law Offices LLC. The Investment Connection serves individual investors, trusts, estates, qualified retirement plans, and small businesses with discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages portfolios tailored to client objectives, emphasizing low-cost ETFs and tax-aware strategies, and offers unique capabilities through formal affiliations with legal and accounting professionals.

Bernard Kiely is a CFP® with 22 years of experience in financial advising and over 40 years as a CPA. He has been with Kiely Capital Management, Inc. since 1993 and maintains an active CPA practice. The firm advises individual clients, including high-net-worth individuals and trusts, offering comprehensive financial planning and discretionary portfolio management. Kiely Capital Management emphasizes diversified portfolios primarily composed of no-load mutual funds, ETFs, and fixed-income securities, integrating tax planning through its affiliation with an active accounting practice.

Marc Maricondo is a financial advisor at McMillan Analysis Corporation with a Series 65 credential and three years of industry experience. He has previously worked at Howard and Capstone Research. McMillan Analysis Corporation advises individuals, banks, investment companies, trusts, and other advisers, focusing on discretionary portfolio management using option-based strategies. The firm combines active options-focused asset management with commercial publishing and data services, including subscription newsletters, seminars, and software products.

James Perrello is an advisor at Lancaster with Series 65 and Series 63 certifications and has recently begun his career in the financial industry. Prior to joining Lancaster Labs, LLC, he worked at Wolverine Trading from 2016 to 2020. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments, serving individual, high-net-worth, and institutional clients. The firm employs a systematic and quantitative investment approach using proprietary technology that incorporates artificial intelligence and algorithmic execution to pursue intermediate-term, tax-exempt income with active trading.

Brian Dudes is a financial advisor at Pleasantdale Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at American Portfolios Financial Services, Inc. from 2014 to 2019 before joining Pleasantdale Wealth Management. 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 manages client accounts based on documented goals, time horizons, and risk tolerances, employing fundamental analysis and ongoing monitoring, with strategies that include option writing and quarterly account reviews.

Alexander Petronella Jr. is a financial advisor with Stolzer Rothschild Levy LLC in Basking Ridge, NJ, holding a Series 65 designation and seven years of industry experience. He has operated AJP Consulting since 2010 and is also engaged in the sale and consulting of corporate benefits, including medical, dental, and vision insurance. Stolzer Rothschild Levy LLC provides wealth management, investment advisory, and retirement-plan consulting services to individuals, trusts, corporate plans, and other advisors, using a top-down global investment framework that emphasizes buy-and-hold strategies and portfolio optimization.

Kelly Pearce is a financial advisor with BPP Wealth Solutions, LLC, holding a Series 66 license and three years of industry experience. Prior to joining BPP Wealth Solutions, Pearce worked at Mutual Securities, Inc. and Ogilvy Health. BPP Wealth Solutions provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes asset allocation, diversification, and volatility management, using independent professional managers and customized portfolios aligned with clients’ risk tolerances and liquidity needs.

Maryanne Mitchell is a financial advisor with Personal CFO Solutions LLC in Chester, NJ. She holds a Series 63 designation and has 28 years of industry experience, including 17 years at Mercer Allied Company, L.P. from 1999 to 2016. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides comprehensive financial planning, discretionary portfolio management, and 401(k) consulting, with an investment approach focused on longer-term allocations primarily using mutual funds and ETFs, supplemented by independent investment managers and tactical short-term trades when appropriate.

Jeanette Lucas is a CFP® with 16 years of industry experience and has been with Condor Capital Management since 2005. She is based in Martinsville, NJ, and holds a Series 65 credential. Condor Capital Wealth Management serves individuals, including high-net-worth clients, as well as business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only portfolio management, financial planning, and pension consulting, utilizing a range of investment vehicles and employing AI tools alongside human oversight.

John Naphor is a financial advisor at Paradigm Investment Advisory, LLC with 35 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and INVEST Financial Corp. Outside of advising, he is also an author. Paradigm Investment Advisory provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term investment strategies grounded in fundamental analysis and constructs customized portfolios using institutional mutual funds, ETFs, individual equities, and bonds.

Kevin Caron is a CFA® charterholder with 32 years of industry experience. He has worked at Washington Crossing Advisors LLC and Stifel, Nicolaus & Company, Incorporated since 2007. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions offering wrap and model programs. The firm delivers value-oriented equity strategies, tactical ETF-based asset allocation, and other investment approaches through affiliated and unaffiliated platforms.

Volodymyr Stasenko is a CFP® with 17 years of industry experience, currently serving at Signet Financial Management, LLC since 2016. He previously worked at Summit Financial, LLC. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment approach that combines fundamental and quantitative analysis to construct diversified portfolios.

David Stanley is a financial advisor with Aegis Wealth Management, Inc. in Grandville, MI. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked in various positions including licensed life insurance agent and roles in construction and hospitality. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers.

Daniel Long is a CFP® with nine years of industry experience. He is affiliated with Mendham Capital Management, Inc. and has been with Raymond James Financial Services since 2016. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily offers written financial plans, modular consulting, and specialized services such as cost-basis accounting and support related to divorce and estate administration, operating through hourly and flat-fee engagements rather than discretionary portfolio management.

David Vollmer is a CFA® charterholder with 22 years of industry experience. He is affiliated with Precision Financial Services and PFS Partners, LLC, where he has worked since 2006 and 2008 respectively, and previously spent one year at Leigh Baldwin & Co., LLC. Outside of his advisory work, he owns a fixed insurance business. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and allocations to independent managers and private funds.