Shannon Blanchard is a Series 65-registered financial advisor at Shamrock Financial Services with two years of industry experience. She has been with Shamrock Financial Services since 2018, with prior work including a role at WorldTeach in 2017 and experience in the hospitality sector from 2012 to 2016. Shamrock Financial Services is a state-registered advisory firm serving individual and high-net-worth clients with discretionary asset management focused on ETF-based model portfolios. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation, and offers educational seminars and wrap-fee program sponsorship, utilizing third-party sub-advisers for portfolio implementation and rebalancing.

Yvonne Kiely is a financial advisor at Kiely Capital Management, Inc. with 22 years of industry experience. She has been with Kiely Capital Management since 1995 and is also associated with Bernard M. Kiely, CPA. Kiely Capital Management serves individual clients, including high-net-worth individuals and trusts, providing financial planning, discretionary portfolio management, and asset allocation guidance. The firm manages diversified portfolios primarily composed of no-load mutual funds, ETFs, and fixed-income securities, and integrates tax-preparation and income-tax planning services through its affiliation with an active CPA practice.

Andrew Wang is a financial advisor at Runnymede Capital Management Inc with 20 years of industry experience. He has been with Runnymede Capital Management since 1998. Runnymede Capital Management provides discretionary investment management, retirement plan consulting, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, and insurance companies. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios primarily from individual equities, bonds, and ETFs, operating on a fee-only, asset-based model.

Thomas Daniel is a financial advisor at J.H. Darbie & Co., Inc. with 31 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has been with Kenneth Jerome & Co., Inc. since 2003. J.H. Darbie & Co., Inc. offers non-discretionary investment advisory and brokerage services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of cyclical, fundamental, and technical analysis with value-oriented, tactical, and strategic asset allocation, conducting account reviews at least quarterly.

David Haas is a CFP® and Series 65-registered financial advisor with 12 years of industry experience. He has been with Cereus Financial Advisors, LLC since 2015. Haas serves as Education Director, President-Elect in 2023, and President in 2024 for the Financial Planning Association of New Jersey, where he leads the Education Committee and participates in executive oversight. Cereus Financial Advisors provides investment advisory services to individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and a structured college-planning product. The firm combines passive quantitative models with selected external managers and employs active tax management, using third-party decision-support tools alongside human oversight.

Timothy Duncan is a financial advisor with Duncan Financial Group, LLC, holding Series 63 and Series 66 designations and 29 years of industry experience. He has worked with Commonwealth Financial Network since 2002 and has been associated with Duncan Financial Group since 1998. Duncan Financial Group, LLC provides customized financial planning and consulting services for individuals and families, focusing on areas such as tax, estate, retirement, education, business planning, budgeting, and investment analysis. The firm uses a fixed-fee planning model without offering asset management or discretionary portfolio management, and its recommendations emphasize mutual funds and ETFs supported by economic and fundamental analysis.

James Vaughan III is a CFP® professional with 40 years of experience in the financial services industry. He has been with Vaughan and Company Securities, Inc. since 1986 and also served on the faculty of Fairleigh Dickinson University for 14 years. In addition to his advisory role, he oversees the day-to-day operations of Officer Pension Administrators Inc., a retirement plan administration firm. Vaughan is also an attorney-at-law. Vaughan and Company Securities, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and businesses, managing both discretionary and non-discretionary assets. The firm employs a diversified investment approach incorporating fundamental, cyclical, and quantitative analysis, and offers services including portfolio management, pension consulting, and 529 education account management.

Aryeh Rogoff is a financial advisor at Baron Financial Group LLC in Fair Lawn, NJ, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including MML Investors Services, Creative Financial Group, and MassMutual Life Insurance Co. He also has academic experience teaching at Saint Peter's University and the University of Mount Saint Vincent. Baron Financial Group provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, as well as pension plans and charitable organizations. The firm employs a blend of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation, offering both discretionary and non-discretionary portfolio management alongside integrated financial planning.

Jordan Szekely is a financial advisor at Cherrydale Wealth Management, LLC in Montclair, NJ, with 11 years of industry experience. He holds the Series 66 and Series 65 credentials and has been with Cherrydale Wealth Management since 2014. Cherrydale Wealth Management is an SEC-registered advisory firm that provides comprehensive wealth management and discretionary portfolio management to individuals, families, and high-net-worth clients. The firm uses a consultative, long-term, market-based investment approach with customized strategic asset allocations, primarily using ETFs and no-load institutional mutual funds.

Kristopher Grossman is a financial advisor with Equitable Advisors in West Caldwell, NJ, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked with Kingsbridge Advisors, LLC and Axa Advisors, LLC, both affiliated with his current firm, since 2009. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.

Edward Condon is a financial advisor at Cenacle Partners with 18 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Cenacle Partners since 2012 and Third Seven Capital since 2022. He also serves as CEO of Cenacle Partners. Cenacle Partners provides investment advisory and fee-based financial planning to individuals, families, charitable institutions, foundations, endowments, and trusts, employing a range of strategies including fundamental and technical analysis, discretionary portfolio management, and manager selection.

David Yates is a financial advisor with Podell Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at New York Life Insurance Company and various affiliated firms from 2000 to 2023. He is also an independent insurance agent based in Fairfield, NJ. Podell Financial Group LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm tailors investment recommendations based on client objectives and risk tolerances, offering both discretionary and non-discretionary managed-account programs.

Taylor Peters is a CFP® professional with three years of industry experience. She is affiliated with Prosperity Road, LLC in Santa Ana, CA, where she has worked since 2021 and also serves as a paraplanner for the firm. Her prior experience includes roles at Lavish Financial Planning, Davidson Capital Corporation, and self-employment. Prosperity Road provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, equities, and fixed income, and manages approximately $156.9 million for about 60 clients.

Paul Zoch is a CFP® professional with over 31 years of industry experience, currently serving at Asset Advisory Group, Inc. since 1994. He holds a Series 63 license and is based in Kinnelon, NJ. Outside of his advisory role, he is involved in life, health, and disability product sales through various insurance carriers. Asset Advisory Group, Inc. provides comprehensive financial planning and asset management services to individual and institutional clients, including pension plans, trusts, estates, and charitable organizations. The firm uses a long-term, research-supported investment approach primarily employing mutual funds and ETFs, and manages approximately $480 million in assets across two advisors.

Andrea Zilli is a CFA® charterholder and holds the Series 66 license with 11 years of industry experience. He has worked at firms including Merrill Lynch and Kore Private Wealth, and is the founder and CIO of AZ Partners, an advisory and consulting firm for asset management entities. He has been with SFI Advisors, LLC since 2025 and concurrently involved with AZ Partners since 2023. SFI Advisors serves individuals, corporations, trusts, estates, charitable organizations, and qualified retirement plans by providing discretionary investment management, financial planning, corporate retirement plan consulting, and family office services. The firm implements tailored portfolios using approaches such as modern portfolio theory and long-term purchase strategies.

Matthew Sherbine is a CFP® with 22 years of industry experience and has been with GCI Financial Group since 2001. He is a 50% owner and serves as Managing Member of JHP Real Estate Group, LLC, which owns the office condominium housing GCI Financial Group. GCI Financial Group, Inc. is an SEC-registered investment adviser providing asset management and financial planning services to individuals, families, trusts, pension, and corporate clients. The firm manages approximately $105 million for around 100 clients, employing individualized investment strategies with ongoing supervision and periodic reviews.

Giuseppe Roveccio is a CFP® and Series 66 licensed financial advisor with nine years of industry experience. He is currently the sole advisor at G & R Financial Solutions LLC, where he has worked since 2024. Prior to this, he spent seven years at Stawnychy Financial Services, Inc. and one year at Regal Investment Advisors, LLC. Roveccio is also a licensed insurance agent involved in the sale of various insurance products. G & R Financial Solutions LLC provides discretionary and non-discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm emphasizes tailored advice based on clients’ objectives, risk tolerance, and time horizon, employing a blend of asset allocation, dollar-cost averaging, technical analysis, and trading techniques with a focus on tax awareness and regular account reviews.

Kevin Saia is a CFP® professional with 33 years of industry experience, currently serving at S Squared Retirement Solutions LLC. His prior roles include positions at American Portfolio Advisors, Inc. and American Portfolios Financial Services, Inc. He is the owner of College Planning of NJ and the author of a book titled *Retirement and Income*. S Squared Retirement Solutions LLC provides financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as charities and business entities. The firm uses fundamental analysis to build individualized asset allocations, typically employing ETFs, mutual funds, stocks, and bonds, and offers oversight of third-party advisers through the Envestnet platform.

Sarah Pezzino is a CFP® professional with one year of industry experience, currently with Avrio Wealth LLC. Her prior roles include positions at Avrio Wealth PTE LTD and Cambly Inc. Outside of financial advising, she works seasonally as a shopper for Whole Foods Market. Avrio Wealth LLC advises high-net-worth individuals, corporations, and institutions, including cross-border clients, on integrated financial planning and investment management. The firm offers a comprehensive planning process with written Investment Policy Statements and manages globally diversified portfolios using ETFs, equities, bonds, real estate, private equity, and alternative investments.

We specialize in working with families with portfolios in the $5M–$50M range, where strategic planning, tax efficiency, and cost management have an outsized impact. Traditional firms often rely on complex, high-cost strategies that offer questionable benefits. Our fixed-fee, planning-driven model takes a different approach: focusing on practical, high-impact financial strategies rather than unnecessary complication. We apply the right level of sophistication, using techniques like direct indexing and individual bond ladders only when we determine that they add clear value (based on portfolio size, risk profile, and tax considerations). Our financial planning and investment management approach is guided by three core principles: • Risk Management: grounded in a tailored financial plan • Tax Efficiency: ensuring strategies align with after-tax outcomes • Fee Minimization: keeping costs low to maximize long-term results Our goal is to provide a structured, transparent, and thoughtful approach - one that leads to a better long-term client experience through fair fees, strategic decision-making, and a focus on what truly matters.