Jonathan Le Var is a CFP® professional with 16 years of industry experience. He has worked at Roxbury Financial since 2018 and previously at Advisory Services Network, LLC and Edward Jones. He is also licensed as an insurance agent and offers insurance products on a limited basis. Roxbury Financial serves individual clients, including high-net-worth households, and institutional clients such as pension and profit-sharing plans. The firm employs a tactical allocation strategy using fundamental and cyclical analysis, and incorporates margin and option strategies in separately managed accounts, while also providing plan-sponsor consulting services.

Lawrence McMillan is a financial advisor with McMillan Analysis Corporation, holding 21 years of industry experience. He has been with McMillan Analysis Corp. since 1990. McMillan Analysis Corporation provides discretionary portfolio management focused on option-based strategies to individuals, banks, investment companies, trusts, and other advisers. The firm combines active options-focused asset management with a commercial publishing and data business, offering subscription newsletters, seminars, software products, and commodity futures/options advice.

Christopher Wang is a financial advisor at Runnymede Capital Management Inc with 19 years of industry experience. He has been with Runnymede since 2003 and holds a Series 65 designation. The firm provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and insurance companies. Runnymede Capital Management uses a combination of fundamental, technical, charting, and cyclical analysis in its investment approach, managing approximately $95 million in discretionary assets with a small advisor team.

Claudia Rodriguez is a financial advisor at Cenacle Partners with three years of industry experience. She holds Series 63 and Series 65 licenses and has been with Calyx Capital Advisors, LLC since 2013. Cenacle Partners provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, charitable institutions, foundations, and endowments. The firm employs a range of investment strategies including long-term, short-term, trading, and options, supported by research from financial periodicals and custodial firms, with most accounts managed on a discretionary basis.

Daniel Sherman is a financial advisor with Ronald Gelok & Associates, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. He has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Lenox Advisors. Outside of his advisory role, Sherman serves as an ocean lifeguard. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, providing financial planning, discretionary investment management, and access to brokerage and insurance products. The firm serves individuals, retirement and profit-sharing plans, trusts, estates, charities, and business entities, emphasizing fundamental analysis and tailored manager selection.

Mariel Clemensen is a financial advisor at Clemensen Capital Company LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Clemensen Capital since 1998. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across various asset classes, combining fundamental and quantitative analysis to tailor portfolios according to client objectives.

Vincent Maffucci is a CFA® charterholder with 12 years of industry experience. He is currently with Cadia Private Client LLC and previously worked at Private Advisor Group, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Maffucci is also a licensed insurance agent involved in insurance sales and implementation through Cadia Benefits LLC. Cadia Private Client LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages approximately $187 million in assets across about 123 client relationships, offering customized, primarily long-term portfolios that may include ETFs, mutual funds, stocks, bonds, options, alternative investments, and digital-asset ETFs.

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.

Heather Le Var is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Roxbury Financial since 2024. Prior to joining Roxbury, she worked at Advisory Services Network, LLC from 2021 to 2024 and Edward Jones from 2015 to 2021. Roxbury Financial advises both individual clients, including high-net-worth households, and institutional clients such as pension and profit-sharing plans. The firm employs a tactical allocation strategy using fundamental and cyclical analysis, with portfolio management that includes margin and option strategies, as well as diversified instruments like partnership interests and hedging with cash positions.

James Korzik is a financial advisor with First Light Wealth Advisors, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including seven years at Ameriprise Financial Services prior to joining First Light Wealth Advisors in 2018. Outside of his advisory work, he is a licensed private marine captain. First Light Wealth Advisors provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm combines fundamental and cyclical analysis with a derivative of Modern Portfolio Theory to construct discretionary client portfolios that include mutual funds, ETFs, equities, debt securities, and real estate investment trusts.

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.

Jennifer Kerr is a financial advisor at Podell Financial Group LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Slavic401k and Hollywood Firefighters Pension. In addition to her advisory role, she is a licensed realtor in New Jersey, dedicating a small amount of time monthly to that activity. Podell Financial Group LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm customizes investment strategies based on client objectives and risk tolerance, managing both individual accounts and employer-sponsored retirement plans.

John Sampers is a financial advisor at SFI Advisors, LLC with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SFI Advisors since 2009, in addition to roles at Kestra Financial Services and Private Client Services. Outside of advising, he manages a real estate property through Osprey Pointe LLC. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, retirement plan consulting, and family office services. The firm employs approaches such as modern portfolio theory and long-term purchase strategies while conducting regular portfolio reviews.

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.

Luke Papa is a financial advisor at Diversified Planning Strategies Advisors LLC with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2022. Prior to his advisory role, he was affiliated with the University of South Carolina for four years. Diversified Planning Strategies Advisors LLC provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs third-party model portfolios managed by a sub-adviser and offers services such as discretionary portfolio management and comprehensive financial planning.

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.

William Ciccone is a financial advisor at Compass Private Wealth Group LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and JP Morgan Securities. Compass Private Wealth Group LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $113 million across about 80 clients. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build diversified portfolios tailored to each client’s goals and risk tolerance.

Jason Kurz is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 10 years, followed by Cadaret, Grant & Co., Inc. for two years, and has been with LPL Financial since 2025. Kurz manages a limited side business that supports transitioning client assets to LPL Financial. Comprehensive Wealth Services, LLC provides fee-based investment advisory and portfolio management primarily for high-net-worth individuals and related entities. The firm employs strategies using mutual funds and ETFs, generally delivers discretionary services tailored to clients’ risk tolerance and tax situations, and maintains a cautious view of active management.

Amanda McGrath is a CFP® with 16 years of experience in the financial industry. She has worked at Asset Advisory Group, Inc. since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company AM. Asset Advisory Group serves individuals, including high-net-worth clients, as well as institutional and business entities, providing personalized financial planning and asset management on a fee-only basis. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis, managing portfolios on both discretionary and nondiscretionary bases.