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.

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.

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.

Elizabeth Miller is a CFP®, CFA®, and Series 65-licensed financial advisor with 29 years of industry experience. She has been with Summit Place Financial Advisors, LLC since 2008, working as part of a four-advisor team based in New York, NY. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis across equity and fixed-income securities, mutual funds, and ETFs, and operates through multiple offices with approximately $256 million in discretionary assets under management.

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.

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.

Paul Zoch is a CFP® professional with over 31 years of industry experience, currently serving at Asset Advisory Group, Inc. since 1994. He holds a Series 63 license and is based in Kinnelon, NJ. Outside of his advisory role, he is involved in life, health, and disability product sales through various insurance carriers. Asset Advisory Group, Inc. provides comprehensive financial planning and asset management services to individual and institutional clients, including pension plans, trusts, estates, and charitable organizations. The firm uses a long-term, research-supported investment approach primarily employing mutual funds and ETFs, and manages approximately $480 million in assets across two advisors.

Kaushal Majmudar is a financial advisor at Ridgewood Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ridgewood since 2002 and Global Asset Services since 2020, where he serves as CEO. Majmudar is also president of a private investment holding company and holds ownership interests in various private funds and business ventures. Ridgewood Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and foundations. The firm employs fundamental research and proprietary models with a long-term investment approach and sponsors multiple private pooled investment vehicles across diverse strategies.

Matthew Sherbine is a CFP® professional with 23 years of industry experience and has served at GCI Financial Group since 2001. He is a 50% owner and Managing Member of JHP Real Estate Group, LLC, which owns the office condominium housing GCI Financial Group. GCI Financial Group provides asset management and financial planning services to individuals, trusts, pension plans, and business entities. The firm manages approximately $145.1 million for around 130 clients, offering tailored portfolios with quarterly reviews and employing strategies including option-writing and the use of derivatives for select accounts.

Daniel O'Donnell is a CFA® charterholder and Series 65 licensed advisor with 15 years of industry experience. He has been with Xpotential Inc. since 1999. Outside of his advisory role, he serves as an independent director on the board of Informetric Systems Inc., a software company focused on manufacturing automation. Xpotential Inc. provides discretionary portfolio management to individuals, trusts, foundations, small businesses, pensions, and other institutions. The firm uses globally diversified portfolios with low-cost index funds and ETFs, applying both strategic asset allocation and tactical overlays to manage risk and liquidity according to client objectives.

Kevin Saia is a CFP® professional with 33 years of industry experience, currently serving at S Squared Retirement Solutions LLC. His prior roles include positions at American Portfolio Advisors, Inc. and American Portfolios Financial Services, Inc. He is the owner of College Planning of NJ and the author of a book titled *Retirement and Income*. S Squared Retirement Solutions LLC provides financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as charities and business entities. The firm uses fundamental analysis to build individualized asset allocations, typically employing ETFs, mutual funds, stocks, and bonds, and offers oversight of third-party advisers through the Envestnet platform.

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.

Alyssa Loughlin is a financial advisor with Diversified Planning Strategies Advisors LLC, holding a Series 65 credential. She has one year of experience in the industry and previously worked for nine years at Spark Foundry. Diversified Planning Strategies Advisors LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $154.4 million in discretionary assets across about 364 client accounts and uses third-party model portfolios and a sub-adviser in its investment approach.

Tanya Pulver is a financial advisor at Pulver Capital Management LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pulver Capital Management since 2009. Pulver Capital Management is a small advisory firm serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides personalized investment supervisory and portfolio management services, utilizing both fundamental and technical analysis with an emphasis on corporate high-yield bonds and dividend-paying equities.

Marc Maricondo is a Series 65-registered financial advisor with McMillan Analysis Corporation in Randolph, NJ, bringing four years of industry experience. His background includes roles at Howard and Capstone Research. McMillan Analysis Corporation provides discretionary portfolio management primarily for individual and high-net-worth clients, utilizing an option-centric investment approach that incorporates covered-call programs and volatility-capture strategies. The firm also offers subscription products, educational seminars, consulting, and expert-witness services, and holds registrations and advisory roles that are uncommon among similarly sized supported firms.

David Fuhrman is a CFP® and CFA® with 23 years of industry experience. He has worked at Kensington Financial Advisors LLC since 2022 and previously spent 15 years at National Wealth Management, LLC. Outside of his advisory role, he serves as a director of Bush Refrigeration Inc., a nationwide distributor of commercial refrigeration equipment. Kensington Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers wealth management combining discretionary and non-discretionary investment management with financial planning and consulting services, utilizing a range of investment strategies and instruments tailored to client suitability.

James Perrello is a financial advisor with Lancaster and holds the Series 63 and Series 65 designations. He has no prior industry experience and has been associated with several entities related to Lancaster since 2022. 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 uses a systematic, quantitative investment approach 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.