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.

Jeffrey Simon is a financial advisor at Kensington Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Kensington Capital Corp since 2018 prior to joining Kensington Wealth Management in 2025. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning to individuals, businesses, and charitable organizations. The firm uses client financial information and risk profiles to tailor portfolios and employs both technical and fundamental analysis across various investment strategies.

Dennis Mcnamara is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. He has worked at Whealth Advisors since 2019 and previously at Lighthouse Financial Advisors from 2016 to 2019. Whealth Advisors serves individuals and families, including high-net-worth clients, trusts, and small business owners, by providing comprehensive financial planning and investment management. The firm employs a largely passive, index-oriented investment strategy focused on asset allocation, diversification, and low-cost portfolios, and offers specialized services such as tax and estate planning reviews, retirement and college funding support.

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.

Bruno Larocca is a financial advisor at RDM Capital Associates Inc with 11 years of industry experience. He has been with RDM Capital Associates since 1998. RDM Capital Associates provides personalized asset management services to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, including both individual and high-net-worth clients. The firm constructs household-level portfolios using proprietary investment models that combine fundamental analysis with active and passive strategies, emphasizing tax-efficient placement and portfolio consolidation.

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.

Thomas Gallagher is a financial advisor at Molokai Advisors with 23 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior roles include positions at Bluestone Growth Partners LLC, Umergence LLC, Finex Hong Kong, Maxim Group LLC, and Cap Intro. Molokai Advisors provides investment management and consulting primarily to pooled investment vehicles and institutional clients, with services also available to individuals. The firm uses a mixed qualitative and quantitative investment process focused on manager research, portfolio monitoring, and customized asset allocation, working with affiliated and third-party managers across a broad range of institutional client types.

Anthony Minko is a financial advisor with Minko Wealth in Brooklyn, NY, holding a Series 65 credential and five years of industry experience. He has been involved with Minko Wealth and Wealth Coach, LLC since 2014 and also practices law through Minko Law Office. Occasionally, he offers legal advice and services to clients separately from his advisory role. Minko Wealth is an SEC-registered investment adviser that provides personalized asset management to individuals, families, businesses, trusts, and estates. The firm employs fundamental analysis and modern portfolio theory to construct portfolios tailored to clients’ goals, risk tolerance, and time horizon, and offers access to alternative investments and third-party money managers.

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.

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.

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.

Joseph Cajigal is a financial advisor with Princeton Capital Management LLC based in Red Bank, NJ, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked at Hudson Canyon Investment Counselors LLC since 2001. Outside of his advisory role, he is a partner in Farol Management LLC and the managing member of Cabo Canyon LLC, a family office managing marketable securities. Princeton Capital Management provides investment management and supervisory services to a range of clients including foundations, endowments, corporations, private clients, family offices, and institutions. The firm employs a long-term investment approach combining fundamental and technical analysis across equity, balanced, and fixed-income strategies, often managing portfolios on a discretionary basis and utilizing options, derivatives, and leverage in select cases.

Alina Bykovtseva is a financial advisor at Covington & Associates, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Covington & Associates since 2014. Covington & Associates provides personalized investment advisory and portfolio management services to individuals, corporations, pension plans, foundations, and trusts. The firm employs a combination of macroeconomic analysis, fundamental research, and traditional value investing to construct customized portfolios, managing approximately $279.5 million in assets across 43 client accounts.

Alphonse Procaccino is a CFP® with 46 years of industry experience, currently serving as the sole advisor at Castle Financial & Retirement Planning Associates Inc. He has worked at several firms, including The Leaders Group Inc, Modern Capital Securities, and IMST Distributors, LLC, before a long tenure at Castle Financial starting in 1992. Castle Financial & Retirement Planning Associates serves individuals, retirement plans, trusts, and corporations, managing approximately $108 million for around 146 clients. The firm employs a conservative tactical asset allocation strategy combining fundamental, technical, and cyclical analysis, utilizing various investment vehicles and third-party research sources to guide its portfolio management.

Steven Gitter is a financial advisor at PureVest with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisor Networks and Voya Financial Advisors. Outside of advising, he is president of Door Clipper Inc., a local advertising and coupon business. PureVest provides 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 employs a tailored investment approach with a focus on client approval for all trades in non-discretionary accounts.