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.

Justin Hod is a financial advisor with Revel Wealth Management, holding a Series 66 designation and seven years of industry experience. His career includes roles at May Capital Group, L.L.C., Strategic Wealth Management Group, Bank of America, and Merrill. Revel Wealth Management provides discretionary wealth management and financial consulting to a range of clients, including individuals, families, and business entities. The firm employs a diverse investment approach that incorporates quantitative and qualitative analysis, Modern Portfolio Theory, and charting, typically managing accounts on a discretionary basis with a focus on a high asset-to-client ratio.

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.

Jennifer Kerr is a financial advisor at Podell Financial Group LLC with eight 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 Bayville, New Jersey. Podell Financial Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and plan sponsors, offering tailored portfolios that incorporate various strategies and regular account reviews.

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.

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.

Jason Armenti is a financial advisor with Commonwealth Financial Network and Duncan Financial Group, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with both firms since 2002. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, compliance, and practice management while allowing flexibility in portfolio construction.

Asheem Asthana is a financial advisor at Tandem Capital Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with Tandem Capital Management for 28 years. Tandem Capital Management provides discretionary portfolio management and comprehensive financial and wealth planning for individual clients, including high-net-worth households. The firm employs an actively managed, growth-at-a-reasonable-price equity approach combined with selective fixed-income security selection and integrates wealth planning into portfolio management.

Stacy Goldsmith is a financial advisor at RPM Capital Management, LLC with 38 years of industry experience. She held a position at Herbert J Sims from 2012 to 2024 before joining RPM Capital Management in 2025. Goldsmith holds Series 63 and Series 66 designations. RPM Capital Management specializes in discretionary portfolio management with a focus on high-yield tax-exempt municipal bonds and selected dividend-paying equities. The firm primarily serves individual clients, their affiliated trusts, foundations, and family offices, emphasizing municipal bond origination, underwriting, and ongoing monitoring.

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.

Shannon Blanchard is a financial advisor at Shamrock Financial Services with three years of industry experience. She holds the Series 65 designation and has worked at Shamrock Financial Services since 2018. Prior to her advisory career, she was involved with WorldTeach and also worked in the hospitality sector at The Odeon & Citizens Cafe. Shamrock Financial Services is a small state-registered advisory firm that serves individual and high-net-worth clients, managing approximately $26.6 million across about 109 accounts. The firm uses ETF-based model portfolios focused on value-oriented, long-term holdings, combining strategic asset allocation with periodic rebalancing and providing clients access to sub-advisory platforms.

David Haas is a CFP® and Series 65-registered financial advisor with 12 years of industry experience. He has been with Cereus Financial Advisors, LLC since 2015. Haas serves as Education Director, President-Elect in 2023, and President in 2024 for the Financial Planning Association of New Jersey, where he leads the Education Committee and participates in executive oversight. Cereus Financial Advisors provides investment advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and a structured college-planning product. The firm combines passive quantitative models with selected external managers and employs active tax management, using third-party decision-support tools alongside human oversight.

Dagan Lacorte is a financial advisor with L&L Partners Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 25 years of industry experience. His work history includes positions at Purshe Kaplan Sterling Investments and Raymond James Financial Services. Outside of advising, he serves as treasurer of the charitable organization Friends of JCC Krakow and acts as a trustee for the David Philip Marantz Trust; he is also a licensed attorney and real estate broker. L&L Partners Wealth Management provides discretionary portfolio management and advisory services to individuals, charitable organizations, corporations, and other investment advisers. The firm employs a diverse investment approach that incorporates fundamental, technical, charting, and cyclical analysis across a range of strategies including long- and short-term trading, margin, options, and ETFs, and occasionally refers clients to outside advisers under negotiated fee-sharing agreements.

Timothy Duncan is a financial advisor with Duncan Financial Group, LLC, holding Series 63 and Series 66 designations and 29 years of industry experience. He has worked with Commonwealth Financial Network since 2002 and has been associated with Duncan Financial Group since 1998. Duncan Financial Group, LLC provides customized financial planning and consulting services for individuals and families, focusing on areas such as tax, estate, retirement, education, business planning, budgeting, and investment analysis. The firm uses a fixed-fee planning model without offering asset management or discretionary portfolio management, and its recommendations emphasize mutual funds and ETFs supported by economic and fundamental analysis.

James Vaughan III is a CFP® professional with 40 years of experience in the financial services industry. He has been with Vaughan and Company Securities, Inc. since 1986 and also served on the faculty of Fairleigh Dickinson University for 14 years. In addition to his advisory role, he oversees the day-to-day operations of Officer Pension Administrators Inc., a retirement plan administration firm. Vaughan is also an attorney-at-law. Vaughan and Company Securities, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and businesses, managing both discretionary and non-discretionary assets. The firm employs a diversified investment approach incorporating fundamental, cyclical, and quantitative analysis, and offers services including portfolio management, pension consulting, and 529 education account management.

Aryeh Rogoff is a financial advisor at Baron Financial Group LLC in Fair Lawn, NJ, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including MML Investors Services, Creative Financial Group, and MassMutual Life Insurance Co. He also has academic experience teaching at Saint Peter's University and the University of Mount Saint Vincent. Baron Financial Group provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, offering both discretionary and non-discretionary portfolio management alongside integrated financial planning.

Jordan Szekely is the sole advisor at Cherrydale Wealth Management, LLC, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has been with Cherrydale Wealth Management since 2014. Cherrydale Wealth Management is an SEC-registered firm serving individuals, families, and high-net-worth clients with comprehensive wealth management and discretionary portfolio management. The firm employs a consultative, long-term, market-based investment approach with customized strategic asset allocations, primarily using ETFs and no-load institutional mutual funds.

Kristopher Grossman is a financial advisor at Kingsbridge Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Kingsbridge Advisors and Equitable Advisors since 2009. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, charitable organizations, and other business entities by referring clients to third-party money managers and providing pension consulting to plan sponsors and fiduciaries. The firm does not manage assets directly but conducts ongoing monitoring and reviews for clients.

Edward Condon is a financial advisor at Cenacle Partners with 18 years of industry experience. He has held roles at Third Seven Capital, LLC since 2022 and at Cenacle Partners (formerly Calyx Capital Advisors) since 2012. Condon holds Series 63 and Series 65 licenses. Cenacle Partners provides investment advisory and fee-based financial planning services to individuals, families, charitable institutions, foundations, endowments, and trusts. The firm offers discretionary portfolio management applying fundamental and technical analysis, with a range of investment strategies including long-term, short-term, trading, and options approaches.