Steven Calvelli is a financial advisor at Capital Enhancement, LLC in Warren, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Capital Enhancement since 2008. Capital Enhancement provides personalized tax and investment advice, financial planning, tax preparation, and family office services primarily to high-net-worth individuals, including current and retired corporate executives. The firm focuses on nondiscretionary, wrap-fee advisory services, integrating tax compliance with investment management and maintaining a small client base.

Brad Flood is a CFP® professional at Tenon Financial with over a decade of experience in the investment industry, including roles at HPS Investment Partners and Fortress Investment Group. He joined Tenon Financial in 2025. Tenon Financial serves individual and high-net-worth clients by providing tailored investment management, financial planning, and limited-scope hourly engagements. The firm primarily employs passive investment strategies while incorporating fundamental, technical, and cyclical analysis to guide sector selection and tactical decisions.

Linda Nissen is a financial advisor at Stern Capital Management, Inc. with 8 years of industry experience. She holds a Series 65 designation and has been with Stern Capital Management since 2006. Stern Capital Management serves individual investors, including high net worth clients, charitable organizations, and retirement plan participants. The firm provides portfolio management using model asset-allocation portfolios, financial planning, and rollover guidance, managing approximately $252 million in assets across 645 clients.

Robert Iandoli is a financial advisor at Horizon Financial Group, Inc. with 40 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial and Lincoln Financial Securities Corporation prior to his current role. He has been with Horizon Financial Group since 2001. Horizon Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and select nonprofit organizations. The firm focuses on non-discretionary planning and third-party manager referrals, utilizing both fundamental and technical analysis in its advice.

Jennifer Kirby is a financial advisor at Talisman Wealth Advisors, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., Merrill Lynch, and Private Portfolio Partners. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients, offering financial planning, consulting, and discretionary investment and wealth management services. The firm employs a goal-driven, asset-allocation investment approach using low-cost index ETFs complemented by active managers and sustainable/ESG options when requested.

Alan Stern is a financial advisor at Stern Capital Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Stern Capital Management since 2015. Stern Capital Management provides portfolio management, financial planning, and retirement rollover advice primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and plan participants. The firm uses model asset allocation portfolios invested mainly in mutual funds and ETFs, managing accounts to stated portfolio goals through institutional custody arrangements.

Robert Mule is a financial advisor with Nigido Mullin Investment Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with Foresters Equity Services, Inc. since 2012. Outside of his advisory role, he is involved in life and health insurance sales and operates a CPA and tax preparation business providing bookkeeping, Medicare advice, and general business consulting services. Nigido Mullin Investment Strategies, LLC offers discretionary investment supervisory services to individuals, trusts, estates, pension plans, and IRAs, managing approximately $13.2 million in client assets. The firm’s investment approach is based on fundamental analysis and tailored portfolios, with a small client roster managed continuously by a three-advisor team.

Manan Chavda is a financial advisor at WP Asset Management with a Series 65 designation and no prior industry experience. He has worked at Wealth Planning Advisory Group since 2016 and at Wealth Planning Asset Management LLC since 2026. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of analytical methods and offers a broad range of investment strategies across various instruments.

Patricia Scott is a CFP® professional with four years of industry experience, currently serving at MSM Financial Strategies in New Providence, NJ. She has been with MSM Financial Strategies since 1997, a firm where she works alongside two other partners. MSM Financial Strategies is a state-registered investment adviser that provides portfolio management, financial planning, and consulting to individuals, including high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental and cyclical analysis, using both long- and short-term strategies tailored to client objectives and risk tolerance.

Matthew Granizo is a financial advisor at Talisman Wealth Advisors, LLC, holding a Series 65 designation. He joined the firm in 2026 and previously worked at The College of New Jersey (TCNJ) for ten years. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million on a discretionary basis for about 141 clients, focusing on diversified, low-cost portfolios using a Modern Portfolio Theory framework with attention to tax minimization and behavioral finance.

Kean Amaral is a CFA® charterholder with 19 years of industry experience. He currently serves as the sole advisor at United Success Wealth Management and has held positions at Merrill Lynch and Fortis Capital Advisors. Outside of his advisory work, he owns and operates a marketing services firm and manages an Airbnb property. United Success LLC provides portfolio management and financial planning services to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies across multiple asset classes and integrates accounting, tax, and insurance services within its offering.

Jason Gitter is a financial advisor at PureVest with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Cetera Advisor Networks and Voya Financial Advisors. Outside of advising, he serves as president of Jason M Gitter, Inc. and operates as an independent insurance agent specializing in fixed insurance products. PureVest provides fee-based investment advisory and financial planning services primarily to individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes tailored portfolios and client authorization for trades within a non-discretionary investment approach.

Feng Peng is a financial advisor at Linden Rose Investment LLC with nine years of industry experience. He holds a Series 65 designation and has been with Linden Rose Investment since 2017. Prior to this, he worked at Ossen Innovation Co. Ltd. from 2013 to 2016. Linden Rose Investment LLC provides discretionary investment management services to individuals, qualified retirement plans, trusts, and small businesses, as well as acting as investment adviser to a pooled private investment vehicle. The firm employs a value-oriented, concentrated equity approach focused on long-term capital preservation and manages approximately $96.4 million in discretionary assets.

William Ciccone is a financial advisor at Compass Private Wealth Group LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill Lynch, and JP Morgan Securities. Compass Private Wealth Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and employer-sponsored plans. The firm focuses on a tailored, long-term investment approach using ETFs, stocks, and mutual funds, integrating financial planning with ongoing portfolio supervision.

Andrew Wigton is a financial advisor at Merrion Investment Management Co., LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrion Securities, LLC from 2006 to 2022 before joining Merrion Investment Management Co. in 2022. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets and provides portfolio management services to individuals, family trusts, non-profit organizations, pension plans, corporations, and institutional clients. The firm employs a research-based investment process focused on exchange-traded equities and fixed-income securities, and uses techniques such as borrowing and derivatives in separately managed accounts to implement positioning or hedging strategies.

Daniel Trub is a Series 65-licensed financial advisor at SJBenen Advisory, LLC with seven years of industry experience. Prior to his advisory career, he served in the United States Navy for eleven years. SJBenen Advisory serves individual and high-net-worth clients, small-business retirement plans, pension/profit-sharing plans, and select nonprofit organizations by providing discretionary portfolio management, financial planning, and ERISA-plan investment advisory services. The firm employs a range of investment strategies including fundamental, technical, cyclical, and quantitative analysis, and offers client portfolios tailored to risk tolerance with options to include complex strategies such as borrowing and derivatives.

Stephen Brozak III is a financial advisor at WBB Securities, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WBB Securities and its predecessor firm since 2001. Outside of his advisory work, he is the sole owner of Brozak, DeJean & Associates, LLC, a non-investment related entity established for tax purposes. WBB Securities offers investment advisory and broker-dealer services to individual clients, pension plans, charitable organizations, corporations, and other advisers. The firm combines asset allocation and customized portfolio construction using fundamental, technical, and charting analysis, serving clients through discretionary or non-discretionary managed accounts.

James Travisano is a financial advisor at Covington & Associates, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Covington & Associates since 2012. Covington & Associates, Inc. provides personalized investment advisory and portfolio management services to individuals, corporations, pension plans, foundations, and trusts. The firm employs a combination of macroeconomic perspective, fundamental analysis, and traditional value investing to build customized portfolios, managing approximately $279.5 million in assets across 43 client accounts.

Gregg Auerbach is a financial advisor with Meadowbrook Advisors, holding Series 63 and Series 65 credentials and more than 35 years of industry experience. He previously worked at RBC Capital Markets for 16 years before joining Meadowbrook Advisors and Purshe Kaplan Sterling Investments in 2025. He is also a licensed insurance agent and spends a portion of his time implementing insurance recommendations. Meadowbrook Advisors is an SEC-registered firm providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm utilizes a mix of ETFs, mutual funds, individual securities, and other investment vehicles, combining fundamental analysis with Modern Portfolio Theory in a primarily long-term approach.

Sarah Kovalakides is a financial advisor at Tepp Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Tepp Wealth Management, she worked at Jaffe Communications and had periods of unemployment. Tepp Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans and corporate clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $146 million in assets using firm-developed model portfolios and various investment strategies.