Dane De Bartolo is the principal of Capital B Advisory Services LLC in Middletown, NJ, holding a Series 65 credential with no prior industry experience. He has been involved with Jersey Junkers LLC since 2014, an operating business outside of his advisory role. Capital B Advisory Services is an independent firm providing portfolio management and financial planning primarily to individuals and high-net-worth clients. The firm offers asset-based advisory arrangements, fixed-fee setup services, and hourly planning, focusing on customized advice through asset allocation, risk profiling, and long-term strategies.

Daniel Kelly is a managing partner at Navesink Advisors LLC with 35 years of industry experience. He has been with Navesink Advisors since 2002 and also works at ViewTrade Securities, Inc. since 2017. Outside of advisory work, he is involved in operations for Realty Data Systems, LLC, a non-investment-related business where he reviews property inspections. Navesink Advisors LLC provides investment advisory and portfolio management services primarily to individual clients, focusing on a non-discretionary approach where clients retain final trading authority. The firm maintains a small client base and has affiliations with a law firm and other investment advisers, creating a distinctive operating profile among supported firms.

Frank Lepore is a financial advisor at Lepore Financial Services LLC in Manasquan, NJ, holding a Series 65 designation with 14 years of industry experience. He has been active in the financial sector since 1994. Lepore Financial Services LLC provides portfolio management and financial planning primarily to individual clients, managing approximately $2.9 million across about a dozen accounts. The firm focuses on individualized portfolio oversight and ongoing account management with asset-based fees.

Michael Panter Jr. is a financial advisor with Navesink Advisors LLC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Navesink Advisors since 2005 and also has a longstanding role at Capital Analysts Inc. Navesink Advisors LLC provides investment advisory and portfolio management services primarily to individual clients, managing most assets on a non-discretionary basis. The firm has a small client base and is noted for its legal industry connections and affiliations with other advisers, which contribute to a distinctive operating profile.

Robert Lepore is a CFP® with 15 years of industry experience, operating Lepore Financial Services LLC in Manasquan, NJ. He has been associated with Ridgeway & Conger, Inc. since 2010. Lepore Financial Services LLC provides portfolio management and financial planning services primarily to individual clients, focusing on individualized portfolio oversight and ongoing account management with fees tied to assets under management. The firm combines advisory services with broker-dealer representation, a structure that is uncommon among independent advisers.

Moshe Green is a financial advisor with XYPN Sapphire in Jackson, NJ. He holds a Series 65 designation and has been a student since 2016. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and integrates adviser-tailored plans with oversight of AI tools and emerging digital-asset management programs.