Marc Lescarret is a CFP®-certified financial advisor with over twenty years of experience in investments and tax mitigation. He is the sole advisor at Marc Alan Wealth Management LLC, an independent firm he has led since 2021. Before founding his firm, he worked in investment research and served high-net-worth individuals. Marc Alan Wealth Management LLC serves high-net-worth individuals, especially landlords and wealthy individuals who prioritize advanced tax mitigation and need the oversight of a fiduciary who does not collect Referral fees from agents he recommends or commissions from products he sells. My niche is: 1. Insane portfolio tax avoidance 2. Real Estate and Landlord tax shelters 3. FEE Only, so no product pays me a commission, and I take that step further so no person pays me any referral fee, aka a personal advocate and fiduciary Who I serve: I primarily serve landlords and tax concerned individuals age 40+ who have a net worth of over one million. You are never alone, we own your problems with you and tackle them together.

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

Brian O'Dowd is a CFP® professional with 32 years of experience in financial advising. He is the president and owner of O'Dowd Asset Management LLC, an independent firm based in Morristown, NJ, which he founded in 2020. Prior to this, he was involved with O'Dowd Bierals Wealth Advisors LLC and World Equity Group since 2012. Outside of advising, he is also involved in property management and serves as president of multiple real estate-related companies. O'Dowd Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan clients. The firm uses both fundamental and technical analysis and employs a variety of strategies including long- and short-term trading, options, and allocations to diverse investment vehicles, managing accounts under written investment policies and sometimes allocating assets to third-party managers.

John Dibello is a financial advisor with Chambers Capital, LLC in Denville, NJ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Chambers Capital since 2015 and was previously with Precision Financial Services for one year. Chambers Capital, LLC is an independent registered investment adviser that provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs a quantitatively driven “all-weather” investment strategy across equities, fixed income, commodities, and options, incorporating both long- and short-term trading and options strategies.

Claudia Mott is a CFP® certificant and Series 63 license holder with 13 years of industry experience. She has been the principal advisor at Epona Financial Solutions since 2010. Epona Financial Solutions is an independent, fee-only firm serving individuals and couples with financial planning, investment management, and divorce settlement analysis. The firm applies Modern Portfolio Theory to create diversified portfolios and specializes in divorce financial planning, providing detailed cash-flow and net-worth projections as part of its services.

J. Manley is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Manley Capital Management, LLC since 2013. Manley Capital Management provides discretionary investment advisory services and financial planning to individuals, trusts, endowments, and other institutions. The firm employs a value-driven, economically balanced asset-allocation strategy that incorporates equities, fixed income, commodities, and currencies, with portfolio adjustments based on market valuation and risk-reward considerations.

Douglas Robb Jr. is a financial advisor at ABC Wealth Inc with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including CUSO Financial Services, Lincoln Financial Distributors, and LPL Financial. He also operates a sole proprietorship as an insurance agent. ABC Wealth Inc is an independent investment adviser serving primarily individual clients with discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program and uses sub-advisors and third-party managers to tailor portfolios to clients’ goals, providing financial planning at no additional cost.

James Byron III is a financial advisor at Green Rock Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Clairmont Group (Truepoint Commercial Real Estate), Colliers International, Avison Young, PNC Wealth Management, and Morgan Stanley DW Inc. Outside of his advisory role, he serves as principal and broker for Green Rock Realty, a real estate leasing business. Green Rock Advisors, LLC is a private real estate investment manager serving institutional investors and high-net-worth individuals primarily through pooled investment vehicles. The firm focuses on value-added strategies in office properties within transit-oriented and infill submarkets of the New York, Boston, and Washington, D.C. metro areas, along with credit and distressed debt opportunities, supported by affiliated entities providing development, construction, leasing, and property management services.

Gwen Gepfert is a financial advisor with Oaktree Financial Planning and Consulting in Basking Ridge, NJ. She holds a Series 65 designation and has 18 years of industry experience. Since 2006, she has been with Oaktree Financial Planning and Consulting, an independent firm. Oaktree Financial Planning and Consulting provides fee-only financial planning and investment consultation to individual investors, focusing on retirement planning, education funding, tax and estate coordination, and educational workshops. The firm emphasizes a long-term, buy-and-hold investment approach using low-cost index funds and ETFs, delivering non-discretionary advice through time- or project-based engagements rather than ongoing asset management.

Matthew Taranto is a CFA® charterholder with six years of experience in financial advising at Mountainpoint Investment Advisors. He is also Senior Vice President at Everest Group Ltd, a property and casualty reinsurance company, where he manages the company’s internal general account asset portfolio. Mountainpoint Investment Advisors provides discretionary portfolio management and financial planning primarily to individuals, non-profit organizations, and institutional clients such as foundations and endowments. The firm employs a combination of fundamental macro and sector analysis with bottom-up security research, emphasizing diversified, low-turnover investments including ETFs and mutual funds.

Rushi Patel is a financial advisor at Fairbridge Capital Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Gibbs Wealth Management. Patel also operates a separate insurance business as a licensed insurance producer. Fairbridge Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $15.3 million across 55 client relationships. The firm employs tactical equity strategies focused on thematic and dividend value equities and integrates ongoing supervision and rebalancing based on client-specific investment policies.

Michael Marino is a CFP® professional with 29 years of industry experience, currently serving as the sole advisor at The Financial Planning Center, LLC. His prior roles include positions at Lotus Investment Advisors, Empire Asset Management Company, Divine Asset Management, LPL Financial, and Guardian Life. Outside of his advisory work, Marino is president of the Washington Township Police Foundation, a nonprofit supporting the local police department. The Financial Planning Center, LLC is an independent registered investment adviser serving individuals, families, and business owners with discretionary and non-discretionary portfolio management and comprehensive financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop personalized investment policies and provides ongoing fiduciary oversight and consolidated reporting.

Desi Dimaio is a CFP® with 10 years of industry experience. He is currently with Dimaio Private Wealth, LLC and has previously worked at Alliance Wealth Management Group, LLC and Bleakley Financial Group, LLC. Dimaio Private Wealth, LLC provides discretionary wealth management and investment advisory services to individuals and high-net-worth clients, offering comprehensive financial planning and individualized portfolio management. The firm constructs portfolios primarily from model allocations using ETFs, individual equities, mutual funds, and bonds, with an emphasis on fundamental analysis and a long-term investment horizon.

Austin Neary is a financial advisor at Plan2 Prosper LLC in Andover, NJ, holding a Series 66 designation with 18 years of industry experience. He founded Plan2 Prosper LLC in 2009 after a year at UBS Financial Services. Plan2 Prosper LLC provides integrated wealth management and financial planning services to individuals, families, charitable trusts, and small businesses. The firm emphasizes an academic research-driven investment approach, constructing diversified portfolios through mutual funds and ETFs tailored to clients' goals, with recommendations delivered on a non-discretionary basis.

Michael Ashton is the sole advisor at Enduring Investments LLC in Morristown, NJ, holding the CFA® designation and Series 63 license with 15 years of industry experience. He previously worked at Real Asset Strategies, LLC from 2019 to 2021. In addition to his advisory role, Ashton serves as an external consultant to BAG Corp, assisting with quantitative business evaluations for a polypropylene fabric manufacturing company. Enduring Investments LLC is a small independent investment adviser providing discretionary portfolio management and advisory services to individual and institutional clients. The firm focuses on inflation-linked investment strategies using instruments such as inflation swaps, CPI options, inflation futures, and TIPS, and also manages a private inflation-tracking fund while sub-advising a registered inflation-protection ETF.

Weirong Zhang is a CFP® professional with five years of industry experience. Zhang has worked at Willow Wealth Management LLC since 2025 and previously held roles at Citigroup Global Markets Inc., Citi Private Alternatives, J.P. Morgan Securities LLC, and HSBC Securities. Outside of financial advising, Zhang is an independent distributor for an e-commerce company, Marketamerica Shop.com, primarily for personal use of its products. Willow Wealth Management LLC provides discretionary and non-discretionary portfolio management and financial planning services tailored to individuals and high-net-worth clients. The firm offers personalized investment advice based on client goals and risk tolerance, utilizing tools such as Monte Carlo analysis and may engage sub-advisors to implement investment strategies.

Ajit Paranjpe is a financial advisor at Prima Innotech with nine years of industry experience. He holds a Series 65 designation and has been with Prima Innotech since 2012. In addition to his advisory role, he has a long tenure at Veeco Instruments starting in 2006. Prima Innotech is an independent registered investment adviser that provides discretionary portfolio management and consulting services to individual clients. The firm employs a proprietary OptionMaximizer analysis engine to guide investment decisions and supports clients through educational seminars, publications, and a subscription-based platform for self-directed investors.

Marc Shapiro is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Shapiro Asset Management, LLC since 2008, serving clients from Denville, NJ. Shapiro Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers customized, long-term focused portfolios primarily composed of ETFs, individual stocks, and bonds, using fundamental and technical analysis with emphasis on risk management through asset allocation and diversification.

Steven Bedell is a CFP® with 22 years of industry experience and has been with Omega Capital Management, LLC since 1999. He holds a Series 63 license and operates out of Flanders, NJ. Omega Capital Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, families, retirees, retirement plans, businesses, and trust and estate clients. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory, offering both passive and active investment options tailored to client needs.

Gary Reneau is a financial advisor at IHP Wealth Management in Morristown, NJ, holding the CFA® designation and Series 66 license with 17 years of industry experience. He has worked at Pickwick Capital Partners, Indian Head Partners LLC, and Silver Leaf Partners, LLC. Reneau is also involved in consulting for a carbon capture company and participates in decentralized finance projects in advisory and information-gathering roles. IHP Wealth Management provides tailored investment advisory and portfolio management services to individuals, trusts, estates, foundations, endowments, and pension and profit-sharing plans. The firm emphasizes a top-down macro asset allocation and sector rotation approach, incorporating fundamental, technical, and cyclical analysis, and offers access to alternative investments and third-party asset managers.