Christopher Wang is a financial advisor at Runnymede Capital Management Inc with 19 years of industry experience. He has been with Runnymede since 2003 and holds a Series 65 designation. The firm provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and insurance companies. Runnymede Capital Management uses a combination of fundamental, technical, charting, and cyclical analysis in its investment approach, managing approximately $95 million in discretionary assets with a small advisor team.

Scott Hechler is a financial advisor at PureVest with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Spartan Capital Securities, SW Financial, Worden Capital Management, and Legend Securities. PureVest offers 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 non-discretionary management with tailored portfolios that incorporate a range of investment strategies and ongoing oversight.

Eleana Mclane is a financial advisor at Redwood Financial Planning, LLC with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Pensionmark Financial Group, LLC, Pensionmark Securities, LLC, and Nationwide Investment Services Corporation. Redwood Financial Planning, LLC manages approximately $213 million across three advisors, providing portfolio management and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs fundamental analysis combined with tactical overlay strategies and offers both discretionary and non-discretionary mandates, including due diligence and monitoring of recommended third-party asset managers.

Katherine Feeney is a CFP® and CFA® with over 10 years of industry experience. She has worked at Offit Capital for nine years before joining Summit Place Financial Advisors, LLC, where she is part of a four-advisor team. Summit Place Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages about $256 million in discretionary assets and uses a combination of fundamental, technical, and charting analysis across multiple asset types and trading approaches.

Steven Feldstein is a financial advisor with Feldstein, Steven dba Steven Feldstein & Associates in Basking Ridge, NJ. He holds the CFP® and ChFC® designations and has 40 years of industry experience. His career includes roles at Feldstein Financial Group, LLC, First Allied Securities, Inc., and Security Mutual Life. In addition to advisory services, he is involved in insurance sales through various agencies. Feldstein & Associates provides financial planning and investment management on a non-discretionary basis to high-net-worth individuals and related entities. The firm employs a long-term, fundamentals-driven value investing approach, focusing on companies trading near tangible book value with strong franchises and targeted returns on equity.

Mariel Clemensen is a financial advisor at Clemensen Capital Company LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Clemensen Capital since 1998. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across various asset classes, combining fundamental and quantitative analysis to tailor portfolios according to client objectives.

Kenneth Lenskold is a financial advisor with Private Client Group Asset Management in Gladstone, NJ, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Beacon Investment Advisory Services for nine years and has been with Private Client Group Asset Management since 2025. Private Client Group Asset Management serves individuals, retirement plans, trusts, estates, and business entities, managing approximately $143 million across 109 client accounts. The firm provides financial planning and investment supervisory services, typically implementing client strategies through model portfolios and third-party sub-advisers while sponsoring wrap fee programs with discretionary management oversight.

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.

Gregory Mastrandrea is a financial advisor at East Coast Wealth Management, Inc. in Florham Park, NJ, holding a Series 65 designation with 11 years of industry experience. He has worked at East Coast Wealth Management since 2010. Outside of his advisory role, Mastrandrea is the owner of Procast Analytics, LLC, a New Jersey-based software development and IT consulting firm. East Coast Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and participant-directed retirement plans. The firm combines in-house management with selected third-party managers, employing a long-term trading approach with periodic rebalancing and quarterly reviews.

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.

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.

John Stuart is a financial advisor at High Point Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and 65 licenses and formerly worked at D.A. Davidson, KeyBanc Capital Markets, and CLSA Americas, LLC. High Point Wealth Management serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a fundamental and cyclical analysis approach combined with an asset-allocation framework that includes mutual funds, ETFs, and individual securities.

Brigitte Brombergklein is a CFP® professional with 18 years of industry experience, currently serving at East Coast Wealth Management, Inc. since 2014. She is also the owner and president of Winning Strategies Group, LLC, a firm that markets various insurance and annuity products. East Coast Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and participant-directed retirement plans. The firm employs a client-specific approach using risk tolerance assessments and combines in-house management with selected third-party managers to implement diversified portfolios.

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.

John Sampers is a financial advisor at SFI Advisors, LLC with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SFI Advisors since 2009, in addition to roles at Kestra Financial Services and Private Client Services. Outside of advising, he manages a real estate property through Osprey Pointe LLC. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, retirement plan consulting, and family office services. The firm employs approaches such as modern portfolio theory and long-term purchase strategies while conducting regular portfolio reviews.

John Bodnar is a financial advisor with Bodnar Financial Advisors, Inc. in Florham Park, NJ, holding the CFP® designation and a Series 63 license. He has 43 years of industry experience, including roles at LPL Financial LLC and Cambridge Investment Research advisors, Inc. Outside of advisory work, he has been involved in marketing services for NortonLifeLock. Bodnar Financial Advisors provides personalized financial planning and consulting to individuals, small-business pension and profit-sharing plans, and trusts. The firm emphasizes a structured planning process and ongoing support, focusing on advice without discretionary portfolio management or custody of client assets.