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 over 41 years of industry experience. He holds the CFP® and ChFC® designations and currently operates through Steven Feldstein dba Steven Feldstein & Associates, an affiliate of Feldstein Financial Group. He has worked extensively in financial services since 1990, including roles at First Allied Securities and Security Mutual Life. Steven Feldstein & Associates provides financial planning and portfolio management primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a long-term, value-oriented investment philosophy focused on companies trading near tangible book value and maintains primarily non-discretionary client relationships.

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.

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. with 12 years of industry experience. He holds a Series 65 designation and has been with East Coast Wealth Management since 2010. Outside of his advisory role, he owns 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 primarily to individual and high-net-worth clients, as well as trusts, business entities, and participant-directed 401(k) plans. The firm constructs portfolios using ETFs, mutual funds, and individual securities, employing a combination of fundamental and technical analysis with a long-term orientation.

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.

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.

Abel Reyes is a financial advisor at Rimac with a Series 65 credential and one year of industry experience. He previously worked at Silicon Valley Bank and Pacific Western Bank. Rimac Capital provides tailored investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations, managing approximately $7.6 million in client assets across about 20 accounts. The firm uses a variety of analytical approaches and typically seeks discretionary trading authority to implement client-specific investment plans.

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 with Talisman Wealth Advisors, LLC, holding a Series 65 credential. He has one year of industry experience, including a current role at Fidelity Investments and prior work with Talisman Wealth Advisors. Before entering finance, he worked several years in education at various schools. 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 for around 141 clients, employing a diversified, low-cost investment approach grounded in Modern Portfolio Theory and emphasizing 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 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.

Jason Gitter is a financial advisor at PureVest with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Cetera Advisor Networks and Voya Financial Advisors. Outside of advising, he serves as president of Jason M Gitter, Inc. and operates as an independent insurance agent specializing in fixed insurance products. 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 emphasizes tailored portfolios and client authorization for trades within a non-discretionary investment approach.

Jonathan Green is a CFP® professional with 15 years of industry experience. He is currently with Entrepreneur Wealth, which he joined in 2026, and previously worked at Triad Advisors, Inc. and Targeted Financial Services, LLC. Outside of advising, he is involved with entities such as Jobel Management and D.J. Stable, LLC. Entrepreneur Wealth provides preliminary financial planning and consulting services to individuals, families, small businesses, and retirement plans, focusing on general investment concepts and planning considerations. The firm refers clients to unaffiliated Investment Adviser Managers for asset management and does not manage client assets directly.

Justin Esposito is a financial advisor with LPL Financial in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Bodnar Financial Advisors, Cambridge Investment Research Advisors, and Quasar Distributors. He provides financial planning and consulting services through Bodnar Financial Advisors, an independent investment firm. LPL Financial serves a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering advisory and brokerage services supported by an in-house research team and a variety of investment delivery options.

Feng Peng is a financial advisor at Linden Rose Investment LLC with nine years of industry experience. He holds a Series 65 designation and has been with Linden Rose Investment since 2017. Prior to this, he worked at Ossen Innovation Co. Ltd. from 2013 to 2016. Linden Rose Investment LLC provides discretionary investment management services to individuals, qualified retirement plans, trusts, and small businesses, as well as acting as investment adviser to a pooled private investment vehicle. The firm employs a value-oriented, concentrated equity approach focused on long-term capital preservation and manages approximately $96.4 million in discretionary assets.

William Ciccone is a financial advisor at Compass Private Wealth Group LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and JP Morgan Securities. Compass Private Wealth Group LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $113 million across about 80 clients. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build diversified portfolios tailored to each client’s goals and risk tolerance.

Andrew Wigton is a financial advisor at Merrion Investment Management Co., LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrion Securities, LLC from 2006 to 2022 before joining Merrion Investment Management Co. in 2022. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets and provides portfolio management services to individuals, family trusts, non-profit organizations, pension plans, corporations, and institutional clients. The firm employs a research-based investment process focused on exchange-traded equities and fixed-income securities, and uses techniques such as borrowing and derivatives in separately managed accounts to implement positioning or hedging strategies.

Stephen Brozak III is a financial advisor with WBB Securities, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with WBB Securities since 2002 and also associated with Westfield Bakerink Brozak, LLC since 2001. Outside of his advisory roles, he is the sole owner of Brozak, DeJean & Associates, LLC, a non-investment related entity used solely for tax purposes. WBB Securities, LLC provides investment advisory and broker-dealer services through managed account programs serving individual clients, pension plans, charitable organizations, corporations, and other advisors. The firm utilizes asset allocation and custom portfolio construction involving fundamental, technical, and charting analysis, offering both discretionary and non-discretionary strategies.