Richard Macciola is a financial advisor with Aspen Creek Wealth Management, LLC in Manalapan, NJ, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Tyler Wealth Management and Primerica Advisors, among others. Outside of advisory work, he is also active as a loan originator with Nexa Mortgage and as a realtor with Talwar Realty Group. Aspen Creek Wealth Management is an eight-advisor team serving individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and investment consulting. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis and offers access to structured products and alternative investments through platforms like iCapital.

Thomas Farrell is a Certified Financial Planner® with 22 years of industry experience. He is currently with Withum Wealth Management in Red Bank, NJ, and has worked at Pinnacle Associates, Ltd. and Pwm Advisory Group, LLC. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension and profit-sharing plan sponsors, trusts, estates, and charitable organizations. The firm employs a goals-based investment process with tax optimization and customized portfolio design, offering integrated wealth management services for clients with over $2 million.

Peter Ostensen is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and two years of industry experience. Prior to joining Geremia Financial Services, he worked at Fairfield University and Xaverian High School. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic framework combined with bottom-up security selection, and uses options primarily for hedging within a wrap fee program structure.

David Provinsal is a financial advisor with Paradigm Wealth Advisory LLC in Bridgewater, NJ, holding the Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at various affiliated Paradigm entities and LPL Financial since 2016, with prior experience at First Allied Advisory Services, Inc. from 2011 to 2016. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, and other securities, tailoring strategies to clients’ accumulation or retirement phases and monitoring accounts on an ongoing basis.

Sean Severson is a CFP® and CFA® affiliated with Withum Wealth Management in Red Bank, NJ. He has two years of industry experience, including roles at Withum Wealth Management since 2022 and Fidelity Investments from 2019 to 2022. Prior to his financial career, he spent four years at the College of the Holy Cross. Withum Wealth Management oversees approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, and various trusts and organizations. The firm employs a goals-based investment approach with tax optimization and offers an Integrated Wealth Management platform that includes investment, financial planning, and retirement consulting services.

Michael Lombardi is a CFP® professional with 19 years of experience in the financial services industry. He currently serves at ShoreHaven Wealth Partners, LLC and has previous experience with Purshe Kaplan Sterling Investments and Morgan Stanley. Lombardi is also a licensed insurance agent in New Jersey, specializing in accident, health, life, and variable annuities. ShoreHaven Wealth Partners provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based planning process with formal risk assessments and incorporates a tax-aware investment approach that includes a range of asset types and behavioral finance considerations.

Ryan Zacharczyk is a CFP® professional with 17 years of experience in financial planning. He has been with Zynergy Retirement Planning since 2007, where he serves as one of three advisors. Zynergy Retirement Planning works with individuals and couples at or near retirement, offering fee-only financial planning and discretionary investment management tailored to retirement goals. The firm employs a passive, index-focused investment approach and integrates multi-level tax services into its advisory offerings.

Juan Perez Mayo is a financial advisor with Atlas Private Wealth Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Atlas since 2016 and has concurrent experience at LPL Financial starting in 2013. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, providing portfolio management and financial planning. The firm employs tailored strategies across various LPL Financial-sponsored platforms, combining asset allocation with fundamental, technical, and cyclical analysis.

Ryan Fause is a financial advisor with Withum Wealth Management in Red Bank, NJ, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. He has worked at Pwm Advisory Group, LLC since 2011 and Pinnacle Associates, Ltd. since 2002. Outside of advisory work, Mr. Fause is the owner and managing partner of two real estate investment vehicles used for personal investment. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension and profit-sharing plan sponsors, trusts, estates, and charitable organizations. The firm employs a goals-based investment process with tax optimization and customized portfolios, offering integrated wealth management services primarily to clients with over $2 million in assets.

Robert Walsh is a CFP® professional with 23 years of industry experience, currently serving at Lighthouse Financial Advisors, Inc. since 1999. He is part of a six-advisor team based in Red Bank, NJ. Lighthouse Financial Advisors provides comprehensive wealth management, financial planning, retirement-plan consulting, and optional tax-preparation services to individual and high-net-worth clients, affiliated trusts and estates, and charitable organizations. The firm emphasizes collaborative investment planning, primarily allocating assets among mutual funds and ETFs, and typically manages assets on a non-discretionary basis with client-directed implementation.

Christopher Acquaviva is a financial advisor at Cross Financial Advisors in Manalapan, NJ, holding a Series 66 designation with ten years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Merrill, Lumida Wealth Management LLC, Axa Advisors, and Keller Williams. Cross Financial Advisors offers investment management, financial planning, consulting, and retirement-plan services to a diverse client base, including individuals, families, estates, trusts, corporations, and charitable organizations. The firm employs a blend of strategic and tactical asset allocation with long-term and value-oriented holdings, utilizing a range of investment vehicles and providing both discretionary and non-discretionary portfolio management.

Jaclyn Campis is a CFA® charterholder with one year of experience at Tomoro LLC. She previously worked at Schroders Asset Management for eight years, Credit Suisse Asset Management for one year, and AXA US for two years. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, estates, foundations, and qualified retirement plans. The firm uses fundamental analysis to tailor portfolios across various asset classes, pursuing primarily long-term strategies with flexibility for shorter-term trades when appropriate.

Gregory Guenther is a financial advisor at GRANTvest Financial Group LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GRANTvest since 2020 and at Calton & Associates, Inc. since 2013. Outside of his advisory role, Guenther is involved in insurance sales and owns an LLC for tax filing purposes. GRANTvest Financial Group provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in assets and emphasizes diversified, ETF-focused portfolios tailored to client goals and risk tolerance.

Jeffrey Wyrwa is a ChFC® with 19 years of industry experience, currently serving at Buckman Advisory Group LLC since 2007. He holds Series 63 and Series 65 licenses and is based in Little Silver, NJ. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and access to third-party money managers. The firm uses a mix of fundamental, technical, and cyclical analysis to construct portfolios across various asset classes and manages accounts on a discretionary basis with regular reviews.

Bryan Kaufman is a financial advisor at Paradigm Wealth Advisory LLC in Bridgewater, NJ, holding a Series 65 credential with three years of industry experience. He previously worked at Kaufman & Gumnic LLP for 17 years and currently operates as a self-employed partner in a CPA firm focusing on tax preparation for individuals and entities. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, families, trusts, and institutions, using a primarily long-term, fundamental investment approach tailored to clients’ accumulation and retirement needs.

Matthew Sottile is a financial advisor with Bravias Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at David Lerner, LLC for 14 years before joining Bravias Financial in 2018. Outside of his advisory role, Mr. Sottile owns Wall Street Chef, a catering and private chef business, and is President of Cor8Life, a company focused on organic food products and recipe testing. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm uses a model portfolio approach tailored to clients’ risk tolerance and includes access to a broad range of asset classes.

Robert Voccola is a CFA® charterholder with 10 years of industry experience. He has worked at Investment Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and MDX Wealth Management. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with a focus on value investing, utilizing a range of strategies including tactical asset allocation, derivatives, and allocations to various fund types and independent managers.

James Babcock is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Mezzasalma Advisors. He has held prior roles at several firms, including Lyceum Financial Group, Avantax Investment Services Inc., and Block Advisors. Babcock is involved with Lyceum Financial Group, where he provides retirement, estate, and tax planning services in addition to wealth advisory for high-net-worth clients. Mezzasalma Advisors offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting to individuals and employer plan sponsors. The firm employs multiple analytical approaches and typically pursues long-term investment strategies tailored to client objectives.

David Sutton is a financial advisor at Tomoro LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Park Avenue Securities, Guardian Life Insurance Company, and Penn Mutual Life Insurance Company. Sutton is also involved with Invst LLC, an RIA based in Indianapolis. Tomoro LLC provides investment advisory and financial planning services to a range of clients including individuals, high net worth clients, family offices, and qualified retirement plans. The firm employs fundamental analysis and a diverse mix of investment vehicles, focusing primarily on long-term strategies while allowing shorter-term trades as needed.

Roy Labaton is a financial advisor with MariPau Wealth Management LLC, holding a Series 65 credential and four years of industry experience. He has worked at MariPau Wealth Management since 2022 and has been associated with Abrahamsen Financial Group since 2017. Outside of his advisory roles, he was involved with Man Made Music for one year. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities, including high-net-worth clients. The firm operates as a fiduciary, offering discretionary portfolio management and financial planning while utilizing a network of Advisory Affiliates and maintaining a focus on managed accounts through platforms like Signal and Orion.