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.

Sharada Amarnath is a financial advisor at Shri Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with Shri Advisors since 2013. The firm serves individual clients, including high-net-worth and non-HNW households, managing approximately $101 million in client assets. Shri Advisors uses a modern portfolio theory framework to implement distinct investment strategies, focusing exclusively on separately managed accounts with a fee-only structure.

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.

William Somers is a financial advisor at The Investment Connection LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has operated his own CPA firm, William Somers CPA LLC, since 2005, providing tax preparation and related services. The Investment Connection serves individual investors, trusts, estates, qualified retirement plans, and small businesses with discretionary and non-discretionary investment management and financial planning. The firm emphasizes tax-aware, low-cost ETF-based portfolios and offers integrated legal and accounting services through affiliated professionals.

Neil Piper is a financial advisor at Invest For A Lifetime, LLC with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and The Private Client Advisory Group LLC. Outside of advisory work, he is involved in life and fixed annuity insurance sales and operates a sole proprietorship. Invest For A Lifetime, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, non-profits, and business entities. The firm manages approximately $78 million primarily on a discretionary basis, combining fundamental and technical analysis to create diversified portfolios using in-house models and third-party managers.

Alan Augulis is a financial advisor at Augulis Financial Firm, L.L.C. with 21 years of industry experience. He holds a Series 65 designation and has held ownership roles at Augulis Law Firm since 2000 and as a sole proprietor since 1999. In addition to his advisory work, he provides insurance reviews for legal clients and practices trust and estate law. Augulis Financial Firm offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a goal-driven investment approach, integrates legal and insurance services, and provides educational seminars and comprehensive financial plans.

Ronald Redfield is a financial advisor at Redfield, Blonsky & Starinsky, LLC with 22 years of industry experience. He holds the PFS™ designation and has been with the firm since 2014. Redfield, Blonsky & Starinsky provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $59.4 million in client assets. The firm combines fundamental analysis with CPA expertise to support tax-sensitive, long-term investment strategies while also offering accounting services as a certified public accounting practice.

Douglas Schorpp is a financial advisor with Schorpp Capital Management in North Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Schorpp Capital Management since 2004 and also engages in proprietary trading through Capital Trading Partners, LLC, a business he has operated since 2002. Schorpp Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both ongoing account oversight and standalone consultations. The firm employs a passive, asset-class investment approach focused on diversification, low costs, and tax considerations, and integrates insurance products into its financial planning services.

Howard Stolzer is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Stolzer Rothschild Levy LLC since 2014. Stolzer Rothschild Levy LLC provides wealth management, investment advisory, and retirement-plan consulting services to individuals, high-net-worth families, trusts, corporate retirement plans, and other advisors. The firm employs a top-down global investment framework that combines quantitative screening, third-party data, and portfolio optimization tools to create long-term core allocations, generally favoring buy-and-hold strategies over frequent trading.

Eric Schwartz is a financial advisor at AEM Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including RRBB Asset Management LLC and NJPMI LLC. Outside of his advisory role, Schwartz is the owner of a precious metals consulting firm specializing in coin-related consulting and serves as an administrator at an accounting firm. AEM Asset Management provides investment advisory services to individuals, charitable organizations, and corporations, offering discretionary portfolio management and financial planning. The firm employs a variety of investment approaches, including third-party money managers and model portfolios, and utilizes technical, fundamental, and cyclical analysis across multiple asset classes.

John Callahan is a CFA® charterholder with 38 years of industry experience. He has been with Merrion Investment Management Co., LLC since 2012. Outside of his advisory role, he serves as Treasurer and Finance Committee Chairman of Baltusrol Golf Club and is a Trustee and Endowment Chair for the Scholarship Fund for Inner City Children, a nonprofit providing education scholarships. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets, serving individuals, family trusts, nonprofits, pension plans, corporations, and institutional clients. The firm employs a research-based investment process focused on exchange-traded equities and fixed-income securities, and may use borrowing and derivatives in separately managed accounts to implement investment strategies.

Robyn Goldstein is a financial advisor at ACA/Prudent Investors Planning Corporation with 23 years of industry experience. She has been with ACA/Prudent Investors Planning Corp. since 2002 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a member of Achtel Holdings, LLC, a non-investment entity involved in owning a commercial office building. ACA/Prudent Investors Planning Corporation serves individual clients, including high-net-worth individuals, as well as corporations, trusts, and retirement plans. The firm provides investment advisory services alongside broker-dealer and insurance activities, using a process that involves daily monitoring of mutual fund and annuity values with client-authorized asset exchanges primarily on a non-discretionary basis.

Linda Ialacci is a financial advisor at H&S Tax and Wealth Advisors LLC with five years of industry experience. She holds a Series 65 designation and has operated her own CPA firm since 2014. Outside of her advisory work, she serves as treasurer for Ryan's Quest, Inc., a nonprofit focused on Duchenne muscular dystrophy, where she manages financial records and cash management. H&S Tax and Wealth Advisors LLC serves individual and high-net-worth clients by providing discretionary portfolio management along with financial planning and consulting services. The firm employs tailored portfolios using model strategies and sub-advisers, coordinates tax and accounting services through affiliated entities, and manages approximately $58 million in discretionary assets.

Amit Bose is a financial advisor at Wealthnest Capital Inc. with 28 years of industry experience. He previously worked at Western International Securities, Inc. for eight years. Outside of his advisory role, he serves as president of Synergy Global Group Inc., a management consulting firm specializing in new products and services. Wealthnest Capital Inc. serves individual and high-net-worth clients with tailored financial planning and both discretionary and non-discretionary portfolio management. The firm employs multiple analytical approaches and diversified investment strategies, including options and derivatives, and manages approximately $27 million across fewer than 100 client relationships.

Edward Graham is a financial advisor at Global Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Global Wealth Management since 2018. His career also includes roles at Princeton International Properties, Inc. and Graham Capital Management, Inc. Global Wealth Management, LLC manages approximately $245.7 million in client assets and serves high-net-worth individuals, family offices, pension plans, trusts, foundations, and institutional clients. The firm offers discretionary portfolio management and integrated financial planning, implementing customized asset allocations with an emphasis on low-cost mutual funds and ETFs alongside individual equities, bonds, and structured notes.

Gaurav Lall is a financial advisor with VCP Financial LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at VCP Financial since 2013 and previously at Sterne Agee from 2012 to 2017. Lall is co-founder and managing partner of LIFE 143, LLC, which focuses on life and health insurance sales, and Vessel Capital Management, LLC, a private fund advisory firm. VCP Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm uses a combination of fundamental, technical, and charting analysis and employs various strategies including long- and short-term trading, short sales, and options writing, managing accounts on both discretionary and non-discretionary bases.

Linda Kalata is a financial advisor with BPP Wealth Solutions, LLC, holding Series 63 and Series 66 licenses and over 35 years of industry experience. Her prior work includes roles at Bank of America and Merrill Lynch. BPP Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning through its Security Income Planner® process, discretionary and non-discretionary investment management, and supplemental services such as family office bookkeeping and bill-pay.

Devon Shapiro is a financial advisor at Shapiro Financial Security Group, Inc. with one year of industry experience and a Series 65 designation. Prior to his current role, he worked in various positions including roles at Atlantic Physical Therapy and several educational institutions. Shapiro Financial Security Group provides financial planning, investment management, and consulting services primarily to individual clients. The firm integrates tax preparation and accounting services with its advisory offerings and emphasizes risk management by tailoring portfolios to clients’ risk tolerance and time horizon.

Patrick Ceccacci is a financial advisor at Prosperiant Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill Lynch. His experience includes roles at Laidlaw Wealth Management prior to joining Prosperiant in 2023. Prosperiant Wealth Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on long-term trading guided by cyclical and fundamental analysis. The firm manages approximately $50 million across about 47 clients and emphasizes customized investment policy statements and ongoing portfolio monitoring.