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.

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 designations and has previous experience at Measured Risk Portfolios/Kings Road Financial and Axa Advisors LLC, as well as ten years as a self-employed advisor. 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 uses a combination of fundamental, technical, and macroeconomic analysis alongside Modern Portfolio Theory to build customized, diversified portfolios, offering both discretionary and non-discretionary management as well as educational seminars and webinars.

Vincent Polidori is a financial advisor with ValuEngine Capital Management LLC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. His career includes roles at TSG Alpha Partners, IGM Brokerage, Ceros Financial Services, and Petersen Investments. Outside of finance, he serves 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, providing tailored portfolio management based on clients’ goals, time horizons, and risk tolerance. The firm utilizes fundamental analysis, quantitative methods, and modern portfolio theory, offering discretionary asset management and an automated program through Schwab’s Institutional Intelligent Portfolios platform.

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.

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.

Kiran Kumar Devarapalli is a CFA® charterholder with 11 years of industry experience. He is currently with Ciro Capital LLC, where he serves as Founder and CEO, and previously worked at Morgan Stanley Private Wealth Management and LPL Financial LLC. In addition to his advisory role, he founded Ciro Insurance Solutions, LLC, which provides tailored non-variable life insurance and annuity products. Ciro Capital LLC advises individual and high-net-worth clients, trusts, small business owners, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with a focus on asset allocation and manager oversight.

Fred Busler Jr. is a financial advisor at Augulis Financial Firm, L.L.C. in Warren, New Jersey, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Augulis Financial Firm since 2016. Outside of advising, he is also an insurance agent specializing in fixed insurance sales and works as a tax preparer. Augulis Financial Firm provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm’s goal-driven investment approach incorporates fundamental and technical analysis, tailored asset allocation, and may involve sub-advisors, while also offering educational seminars and comprehensive financial planning.

Richard Polo Jr. is a financial advisor with Retirement Wealth Management, LLC, holding Series 65 and Series 66 designations and having 12 years of industry experience. Prior to joining Retirement Wealth Management in 2020, he was a self-employed consultant and worked at Cetera and Merrill. He is also involved in a public accounting and tax consulting practice, Polo Financial Consulting & Tax Services, LLC. Retirement Wealth Management, LLC is a supported advisory firm managing approximately $60.7 million for around 86 clients including individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, fundamentally driven investment approach and offers discretionary wealth management, financial planning, and third-party insurance consulting, with a distinctive affiliation to an accounting and tax-preparation entity.

Joseph Scutellaro is a financial advisor at Entrepreneur Wealth with 22 years of industry experience. He holds a Series 66 designation and has a background that includes over a decade at CohnReznick LLP and its related wealth management entities. In addition to his advisory work, Mr. Scutellaro operates a CPA practice focused on tax return preparation and serves as CFO and minority owner of a company involved in equipment and software sales. Entrepreneur Wealth provides preliminary financial planning and consulting services to individuals, families, small businesses, and retirement plans, focusing on general planning topics such as budgeting and retirement. The firm refers clients to unaffiliated investment adviser managers for comprehensive asset management and does not engage in discretionary trading or asset selection.

We focus on helping you make the most of your retirement resources in a tax-efficient way. Our specialty is retirement income planning, aka decumulation planning…how to best live off your nest egg and other sources of retirement income. We take a comprehensive approach to optimizing all of your available resources to help you most effectively achieve your retirement goals. Our holistic process integrates cohesive consideration of Social Security benefits, pensions, investments, real estate, annuities, insurance, work wages, etc. to maximize your retirement income. Furthermore, we carefully consider tax-minimization throughout each step of our process. We provide ongoing tax-efficient retirement planning and investment management. Unlike most advisors, our fee is not a percentage of your investable assets. We feel that method often overcharges clients who have been diligent savers but who do not have complex financial lives. Instead, our fee is a fair and transparent fixed annual amount.

Mark Cassidy is a financial advisor with Prosperiant Wealth Management, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Laidlaw Wealth Management, LLC and Laidlaw & Company (UK) Ltd., as well as Merrill Lynch. Prosperiant Wealth Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equities, fixed income securities, and exchange-traded funds. The firm emphasizes long-term trading guided by cyclical and fundamental analysis, with portfolio design driven by client objectives, tax considerations, and documented risk tolerances.

Manuel Ruiz is a CFP® professional with 14 years of industry experience, currently serving at Compass Private Wealth Group LLC since 2021. His prior work includes roles at Bank of America, Merrill Lynch, and J.P. Morgan Securities. He is also a licensed insurance professional. 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 employs a tailored, long-term investment approach using ETFs, stocks, and mutual funds, integrating financial planning with portfolio supervision.

Daniel Pulver is a financial advisor with Pulver Capital Management LLC in Summit, NJ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Pulver Capital Management since 2009 and has also worked at Andera Capital LLC since 2006. Pulver Capital Management provides ongoing investment supervisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses both fundamental and technical analysis to construct portfolios emphasizing corporate high-yield bonds and dividend-paying equities, managing client assets directly under discretionary authority with a focus on concentrated, high-balance relationships.