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.

James Perrello is a financial advisor at Lancaster with Series 65 and Series 63 credentials and no industry experience. His prior work includes roles at Lancaster Systematic, Inc., Lancaster Partners, LLC, and Wolverine Trading. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments for individual, high-net-worth, and institutional clients. The firm uses a systematic and quantitative approach incorporating artificial intelligence and algorithmic execution to pursue intermediate-term, tax-exempt income with active trading.

James Lentz is a financial advisor at Managed Wealth Advisors with 16 years of industry experience. He holds a Series 65 designation and has been with Managed Wealth Advisors since 2010. In addition to his advisory role, he spends time as an insurance salesperson at an independent insurance agency. Managed Wealth Advisors is a fee-only registered investment adviser that provides discretionary portfolio management primarily for individual brokerage and retirement accounts. The firm employs a tactical asset allocation process integrating equities, ETFs, closed-end funds, and options strategies focused on yield enhancement and volatility management.

Jeffrey Waters is a CFP® with 21 years of experience in the financial services industry. He has worked at OFC Financial Planning, LLC since 2005. OFC Wealth Management serves individuals, high-net-worth clients, business entities, and charitable organizations with discretionary portfolio management and financial planning services. The firm employs diversified investment strategies including equities, fixed income, mutual funds, ETFs, and options, and offers features such as account aggregation and client-imposed management restrictions.

Alexander Petronella Jr. is a financial advisor with Stolzer Rothschild Levy LLC in Basking Ridge, NJ, holding a Series 65 designation and seven years of industry experience. He has operated AJP Consulting since 2010 and is also engaged in the sale and consulting of corporate benefits, including medical, dental, and vision insurance. Stolzer Rothschild Levy LLC provides wealth management, investment advisory, and retirement-plan consulting services to individuals, trusts, corporate plans, and other advisors, using a top-down global investment framework that emphasizes buy-and-hold strategies and portfolio optimization.

Kelly Pearce is a financial advisor with BPP Wealth Solutions, LLC, holding a Series 66 license and three years of industry experience. Prior to joining BPP Wealth Solutions, Pearce worked at Mutual Securities, Inc. and Ogilvy Health. BPP Wealth Solutions provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes asset allocation, diversification, and volatility management, using independent professional managers and customized portfolios aligned with clients’ risk tolerances and liquidity needs.

Maryanne Mitchell is a financial advisor with Personal CFO Solutions LLC in Chester, NJ. She holds a Series 63 designation and has 28 years of industry experience, including 17 years at Mercer Allied Company, L.P. from 1999 to 2016. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides comprehensive financial planning, discretionary portfolio management, and 401(k) consulting, with an investment approach focused on longer-term allocations primarily using mutual funds and ETFs, supplemented by independent investment managers and tactical short-term trades when appropriate.

Jeanette Lucas is a CFP® professional with 17 years of industry experience, currently serving at Condor Capital Wealth Management since 2005. She holds a Series 65 license and works out of Martinsville, NJ. Condor Capital Wealth Management serves a diverse client base including individuals, high-net-worth clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm delivers fee-only investment management, financial planning, and consulting services, utilizing a range of strategies such as direct indexing, cryptocurrency exposure through ETFs or third-party managers, and employs AI tools to support adviser analysis.

John Naphor is a financial advisor at Paradigm Investment Advisory, LLC with 35 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and INVEST Financial Corp. Outside of advising, he is also an author. Paradigm Investment Advisory provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term investment strategies grounded in fundamental analysis and constructs customized portfolios using institutional mutual funds, ETFs, individual equities, and bonds.

Solomon Cherniak is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2016. Cherniak is also a licensed insurance producer with the same firm. Jeffrey Matthews Wealth Management, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm utilizes a variety of portfolio management strategies and third-party research tools, with clients having the option of discretionary or non-discretionary account management.

Kevin Caron is a CFA® charterholder with 32 years of industry experience. He has worked at Washington Crossing Advisors LLC and Stifel, Nicolaus & Company, Incorporated since 2007. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions offering wrap and model programs. The firm delivers value-oriented equity strategies, tactical ETF-based asset allocation, and other investment approaches through affiliated and unaffiliated platforms.

David Stanley is a financial advisor with Aegis Wealth Management, Inc. in Grandville, MI. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked in various positions including licensed life insurance agent and roles in construction and hospitality. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers.

Daniel Long is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mendham Capital Management, Inc. He has worked with Raymond James Financial Services since 2016. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities, focusing on written financial plans, modular consulting, and specialized support such as cost-basis accounting and paperwork related to divorce and estate administration. The firm employs an hourly and fixed-fee model rather than discretionary portfolio management, offering educational seminars and coordinating with clients' other professional advisers.

Michael Prestifilippo is a CFP® professional with 18 years of industry experience, currently serving at WealthPlan Investment Management LLC. His prior roles include positions at Fidelity Investments and Securities America Inc, among others. He has worked extensively within the WealthPlan network, including WealthPlan Partners. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets across more than 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, retirement plan services, and employs model-based investment strategies utilizing mutual funds, ETFs, individual securities, alternatives, and private placements for accredited investors.

Rodd Berro is a CFP® professional with 10 years of industry experience. He has worked at Sports & Entertainment Investment Advisers, LLC from 2016 to 2024 and has been with Pegasus Group, LLC since 2001. Pegasus Group, LLC provides discretionary, fee-only investment advisory services primarily to individuals, high net worth individuals, trusts, estates, and business entities. The firm focuses on portfolio management for individual accounts and employs a sub-advisory arrangement with its affiliated SEC-registered adviser, Pegasus Asset Management, to implement investment strategies.

Rebecca Garcia is a financial advisor with Premier Path Wealth Partners, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Merrill and Medix before joining Premier Path Wealth Partners. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and access to private pooled investments. The firm employs a multi-analytic investment approach across various instruments and supports employer plan sponsors, using both internal and third-party managers.

Lee Clay is a financial advisor at Regatta Capital Group, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Regatta Capital Group since 2018. Prior to that, he was self-employed for ten years. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach to portfolio construction and offers a range of services including wealth management, retirement plan advisory, estate-document generation, and digital-asset account facilitation.

Larry Moons is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Concourse Financial Group Securities for 16 years. Outside of his advisory role, he owns ProInvestment Solutions, which provides securities and insurance products. Jeffrey Matthews Wealth Management serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm offers portfolio management through an in-house wrap fee program, independent money manager referrals, customized financial planning, and educational seminars, employing both discretionary and non-discretionary strategies.

Ginny Colarusso is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at The GMS Group, L.L.C. for over 20 years. Outside of her advisory role, she is a yoga instructor, owns an online small business called Good Karma Chick, and volunteers as a troop treasurer for local Girl Scout troops. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension plan participants, trusts, and charitable institutions. The firm offers a range of portfolio management strategies and customized financial planning, with the majority of assets managed on a non-discretionary basis.

Daniel Moskowitz is a CFP® with 15 years of industry experience and has been with Chatham Wealth Management since 2000. He holds a Series 63 license and is based in Chatham, NJ. Chatham Wealth Management is a four-advisor team managing approximately $601 million in discretionary assets, serving individuals, high-net-worth investors, trusts, corporations, and retirement plans. The firm offers tailored portfolio management that includes a range of instruments such as options and structured derivatives, with ongoing monitoring conducted under discretionary authority.