Chao Xu is a CFA® charterholder with seven years of industry experience. He has been with IONE Capital Management LLC since 2016. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm employs a quantitative and systematic investment approach that includes algorithmic asset allocation, statistical alpha strategies, and the use of options and futures, managing accounts on a discretionary basis with explicit risk management policies.

Emily Jaffe is a CFP®-certified financial advisor with nine years of industry experience, currently with OFC Wealth Management in Short Hills, NJ. She has been with OFC Financial Planning, LLC since 2017, following a five-year sabbatical prior to that. OFC Wealth Management advises individuals, business entities, and charitable organizations, providing discretionary portfolio management as well as standalone and retainer-based financial planning services. The firm is noted for its use of options and derivatives strategies within separately managed accounts and incorporates ESG considerations and AI tools according to client direction.

Jordan Hod is a financial advisor at Revel Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Revel Wealth Management, he worked at Ellkay for eight years and held positions at LeagueApps and Yeshiva University. Revel Wealth Management provides discretionary wealth management and financial consulting services to individuals, families, business owners, trusts, estates, nonprofits, and other entities. The firm manages portfolios using a broad range of securities and employs both quantitative and qualitative analysis, serving a small client base with a high assets-under-management per client ratio.

Howard Lisch is the principal of Lisch Investment Management LLC in Jersey City, NJ, with over 31 years of experience in the financial industry. He holds the Series 63 designation and has a background that includes roles at Leigh Baldwin & Co., LLC and Hudson River Investment Group, LLC. In addition to his work in investment management, Lisch is a certified public accountant and a practicing attorney. Lisch Investment Management LLC is a fee-only adviser providing personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach focused on income and growth with globally diversified portfolios and integrates affiliated accounting and legal services into its wealth management offering.

Sheri Astorino is a financial advisor with The Astorino Financial Group, Inc. She holds a Series 66 designation and has six years of industry experience. Her prior experience includes five years at Citigroup. Astorino is also an independent insurance agent. The Astorino Financial Group provides stand-alone financial planning and consulting services to individuals and retirement plan clients, delivering written plans and recommendations on investment, estate, insurance, and tax-related matters. The firm does not provide investment supervisory services or custody and clients may implement recommendations through the firm’s representatives at LPL Financial or other providers.

Matthew Alimena is a financial advisor at WealthNest Capital Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WealthNest Capital since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. WealthNest Capital Inc. serves individual and high-net-worth clients, providing tailored financial planning and portfolio management. The firm employs multiple analytical approaches, including fundamental, technical, and quantitative methods, and is notable for offering performance-based compensation arrangements and the use of derivatives and options strategies in separately managed accounts.

Robert Guerra is the sole advisor at Guerra Pan Advisors, LLC in Montclair, NJ, with 25 years of industry experience. He has held positions at Merrill, Bank of America, N.A., Alden Capital Management Inc., and J. Alden Associates, Inc. prior to founding his current firm. Guerra holds Series 63, 65, and 66 licenses. Guerra Pan Advisors provides investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm uses a combination of fundamental and technical analysis and an internal due-diligence process to construct portfolios, managing approximately $210 million in discretionary client assets, with support from a major custodian.

Kevin Peacock is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He is a managing member and investment adviser representative at Astra Wealth Partners and Astra Capital Management, where he has worked since 2016. In addition to his advisory roles, he owns and manages Astra Tax Partners, LLC, providing tax return preparation and consulting services. Astra Wealth Partners offers wealth management, portfolio management, financial planning, and project-based consulting to individuals, retirement plans, corporations, and charities. The firm employs a strategic asset allocation approach combining passive and active techniques, with a focus on tax efficiency and cost management, and operates a private pooled investment vehicle alongside affiliated tax services.

Alan Starinsky is a financial advisor at Redfield, Blonsky & Starinsky, LLC with 13 years of industry experience. He holds the PFS™ designation and has worked at the firm since 2015. Redfield, Blonsky & Starinsky, LLC provides discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines fundamental investment analysis with CPA expertise to manage tax-sensitive, long-term positions and offers both advisory and accounting services.

Matthew Byrne is a CFP®, CFA®, and PFS™ with 16 years of industry experience. He is the principal of M.K. Byrne & Co. LLC, where he has worked since 2020, following prior roles at Cetera Advisors LLC and his own CPA practice. In addition to his advisory work, he is a licensed insurance agent offering fixed insurance products including life, health, disability, annuities, and long-term care. M.K. Byrne & Co. LLC provides tax planning and compliance, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm combines investment management with coordinated tax and financial planning, utilizing a tactical asset-allocation approach within a modified Modern Portfolio Theory framework.

David Tepp is a financial advisor at Tepp Wealth Management with 13 years of industry experience. He holds the PFS™ and Series 63 credentials and has been with Tepp Wealth Management since 2016. In addition to his advisory role, Tepp is the owner and president of Tepp Accounting & Business Services, Inc., where he provides accounting and tax return preparation services. He also serves on the investment committee for Temple Emanu-El of Westfield. Tepp Wealth Management offers investment management, financial planning, retirement-plan advisory, legacy management, and consulting services to individuals, high-net-worth families, estates, trusts, retirement plans, and corporate clients. The firm emphasizes diversified asset allocation and integrates tax planning through its affiliation with Tepp Accounting, managing approximately $195.7 million in assets across three advisors.

Stanley Ehrlich is a financial advisor at S.F. Ehrlich Associates, Inc. in Cranford, NJ, holding a Series 65 designation with 23 years of industry experience. He has been with S.F. Ehrlich Associates since 1996. S.F. Ehrlich Associates provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients, as well as their affiliated trusts and estates. The firm uses a strategic asset-allocation framework with a core-and-satellite approach that combines passive mutual funds and ETFs with selective active management.

Peter D'agati is a CFA® charterholder with 18 years of industry experience. He has been with Stembrook Asset Management, LLC since 2007, where he serves as one of two advisors. Stembrook Asset Management provides discretionary portfolio management, third-party adviser selection, and modular financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, with both long- and short-term trading strategies, including the active use of derivatives and allocations to digital assets when appropriate.

Yash Niphadkar is a CFP® with 12 years of industry experience, currently serving at Excel Capital Management Corp since 2021. His prior roles include positions at Lenox Wealth Advisors, First Republic Securities Company, Bank of America, and Merrill Lynch. Excel Capital Management Corp. provides discretionary investment management and financial advice primarily to high-net-worth individuals, trusts, small businesses, and corporations. The firm employs a core-and-satellite investment approach, managing approximately $175 million in client assets with custody held by third-party custodians.

David Novak is a financial advisor at United Success Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked as a self-employed advisor and with Axa Advisors LLC for a combined 25 years. United Success Wealth Management provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, trusts and estates, business owners, and corporate entities. The firm employs a combination of fundamental, technical, and macroeconomic analysis along with Modern Portfolio Theory to create customized, diversified portfolios and offers discretionary and non-discretionary portfolio management, standalone financial plans, and educational seminars.

Vincent Polidori is a financial advisor at ValuEngine Capital Management LLC with 34 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including UBS Financial Services, LPL Financial, and Petersen Investments. Outside of finance, he works as a consultant for J. Hilburn, a men's custom clothing company. ValuEngine Capital Management serves individual and high-net-worth investors as well as pension and profit-sharing plans with tailored portfolio management documented in an Investment Policy Statement. The firm combines fundamental analysis, quantitative methods, and modern portfolio theory through model-driven strategies and offers discretionary management alongside automated programs via Schwab’s Institutional Intelligent Portfolios platform.

Neil Sacks is a financial advisor at Sacks & Associates, LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Mutual Securities, Inc. from 2015 to 2021. Outside his advisory role, he is involved with Zenith Marketing Group, Inc., an insurance and annuity brokerage firm. Sacks & Associates, LLC provides discretionary and non-discretionary investment management and financial planning services to individual and business clients, including high-net-worth individuals. The firm emphasizes developing written retirement plans through personal meetings and primarily uses long-term investment strategies supported by fundamental, technical, and charting analysis.

Gregory Visconti is a financial advisor at Visconti & Associates, a Financial Services LLC, with 19 years of industry experience. He holds a Series 63 designation and has been with Visconti & Associates since 2002. Outside of his advisory role, he is also a licensed real estate agent with FJD Realty LLC. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using both fundamental and technical analysis across various asset classes and may allocate portfolios to independent managers.

Andrew Leicht is the principal advisor at Leicht Financial Planning and Wealth Management in Parsippany, NJ, holding the CFP®, ChFC®, and Series 63 designations with 28 years of industry experience. He has been affiliated with LPL Financial LLC and his own firm since 2014. In addition to his advisory role, he is a licensed producer of long-term care insurance through LTCi Partners. Leicht Financial Planning and Wealth Management serves approximately 190 client relationships, providing discretionary investment management and comprehensive financial planning for individuals, trusts, estates, and various business entities. The firm employs ETF-based model portfolios with tailored adjustments and utilizes a combination of fundamental, technical, and cyclical analysis, alongside tax-loss harvesting strategies, to align portfolios with client objectives.

John Mccolgan is the sole advisor at Prospect Hill Management, LLC in Summit, NJ, holding a Series 65 designation with 21 years of industry experience. He has been with Prospect Hill Management since 2000. Prospect Hill Management provides discretionary investment supervisory services and individual portfolio management primarily to individuals, including high-net-worth clients, as well as pooled investment vehicles. The firm employs a combination of fundamental, technical, and qualitative analysis with an emphasis on asset allocation across various instruments, managing accounts on a discretionary basis with at least monthly reviews.