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.

Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

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.

Tibor Dani is a CFP® professional with 23 years of experience in financial services. He is the founder of Wealthness LLC and has previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of advising, he serves as a business consultant through Monetare LLC and hosts a talk show interviewing successful family business owners via Family Business Media. Wealthness LLC provides holistic wealth management to individuals, business-owning families, high-net-worth individuals, trusts, nonprofit organizations, and business entities. The firm offers comprehensive financial planning, asset management, business wealth consulting, and retirement plan consulting, including specialized services for qualified plans and held-away accounts.

Austin Neary is the sole advisor at Plan2Prosper LLC, an independent firm based in Andover, NJ. He holds a Series 66 designation and has 18 years of industry experience, including time at UBS Financial Services. Neary has managed Plan2Prosper LLC since 2009. Plan2Prosper LLC offers integrated wealth management and financial planning for individuals, families, charitable trusts, and small businesses. The firm employs an investment approach based on academic research and efficient-market principles, focusing on diversified portfolios primarily composed of mutual funds and ETFs, and provides non-discretionary advisory services.

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.

Peggy Farley is a financial advisor at Ascent Capital Management, Inc. with 3 years of industry experience. She holds a Series 65 designation and has been with Ascent Capital Management since 2004. Ascent Capital Management provides discretionary portfolio management for high-net-worth individuals and corporate accounts, focusing on U.S. equities and investment-grade fixed income. The firm emphasizes customized portfolio construction, combining quantitative screening with fundamental review and a defined sell discipline, managing portfolios typically consisting of 20–30 U.S. stocks across market capitalizations.

Kenneth Gibbons is a financial advisor at Financial Engineering LLC in Sparta, NJ, with six years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors LLC, David Gerson CPA, and Professional and Reliable Accounting Services LLC. In addition to his advisory role, he owns Financial Strategies LLC, an insurance and annuities business. Financial Engineering LLC serves individuals, families, business owners, and pension/retirement plan sponsors with financial planning, investment advisory services using third-party managers, and retirement-plan consulting. The firm combines accounting and tax preparation services with financial planning and offers insurance and annuity products through an affiliated insurance practice.

Jonathan Durant is a CFP® professional with 26 years of industry experience. He is the sole advisor at Durant Financial Planning LLC, an independent firm he has led since 2019. Prior to founding his firm, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisers. Durant Financial Planning LLC serves individual clients, including both non-high-net-worth and high-net-worth households, managing approximately $22.2 million across about 54 accounts. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial planning, primarily focusing on mutual funds and exchange-traded funds through firm-developed model portfolios and a range of investment strategies.

Steven Kampschmidt is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to assisting individuals and families in their pursuit of financial freedom. After establishing a practice within Merrill Lynch, he had an increasing desire to service his clients in a way that was unavailable at almost all other firms within the industry. It was at this point that he opted to create something new, and thus Freedom Found Financial was born. Steven also has his MBA in finance and economics from the Rochester Institute of Technology. He currently resides in Boonton, NJ with his wife Jessica, his two daughters Adeline and Evelyn, as well as his two dogs Meadow and Summer. He enjoys spending time with his family and friends. He also uses his free time training Brazilian Jiu-Jitsu, playing beach volleyball down the shore, and snowboarding during the winter months.

Matthew Byrne is a CFP®, CFA®, and PFS™ with 16 years of industry experience. He is the principal of M.K. Byrne & Co. LLC, where he has worked since 2020, following prior roles at Cetera Advisors LLC and his own CPA practice. In addition to his advisory work, he is a licensed insurance agent offering fixed insurance products including life, health, disability, annuities, and long-term care. M.K. Byrne & Co. LLC provides tax planning and compliance, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm combines investment management with coordinated tax and financial planning, utilizing a tactical asset-allocation approach within a modified Modern Portfolio Theory framework.

Zoriana Stawnychy is a CFP® professional with 47 years of industry experience. She has been with Stawnychy Financial Services, Inc. since 1991 and also worked with SAX Wealth Advisors, LLC from 2026. Stawnychy Financial Services provides fee-based investment advisory and comprehensive financial planning to individuals, small businesses, charitable organizations, and municipal governments. The firm offers qualified retirement plan consulting and manages portfolios using a tactical allocation strategy with a broad range of investment instruments, including equities, municipal securities, corporate debt, and options.

Christian Vivas is a financial advisor at Ronald Gelok & Associates, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the financial sector since 2016. Outside of his advisory work, Vivas teaches group fitness classes at local YMCA branches in New Jersey. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, including individuals, retirement plans, trusts, and charities. The firm provides comprehensive financial planning, discretionary investment management, and access to brokerage and insurance products, using independent managers and sub-advisory platforms tailored to clients' risk profiles.

Edwin Milner is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior firms include LPL Financial, American Investment Planners, and Signature Securities Group Corp./Signature Bank. He also provides limited services through Comprehensive Wealth Services during a transition to LPL Financial’s RIA platform. Comprehensive Wealth Services, LLC offers fee-based investment advisory and portfolio management primarily for high-net-worth individuals and related entities, focusing on mutual funds and ETFs with discretionary management tailored to client risk tolerance, tax situations, and time horizons. The firm is modest in scale, with four advisors serving a mainly high-net-worth client base.

Christopher Cullina is a CFP® professional with four years of industry experience. He is currently with M.K. Byrne & Co. LLC and previously worked at Cetera Advisors LLC/Nicholas Pascarella & Co. as OSJ and Jennison Associates. M.K. Byrne & Co. LLC provides tax planning, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm employs a tactical asset-allocation approach within a modified Modern Portfolio Theory framework and combines investment management with coordinated tax and financial planning.

Jonathan Le Var is a CFP® professional with 16 years of industry experience. He has worked at Roxbury Financial since 2018 and previously at Advisory Services Network, LLC and Edward Jones. He is also licensed as an insurance agent and offers insurance products on a limited basis. Roxbury Financial serves individual clients, including high-net-worth households, and institutional clients such as pension and profit-sharing plans. The firm employs a tactical allocation strategy using fundamental and cyclical analysis, and incorporates margin and option strategies in separately managed accounts, while also providing plan-sponsor consulting services.

Daniel Sherman is a financial advisor with Ronald Gelok & Associates, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. He has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Lenox Advisors. Outside of his advisory role, Sherman serves as an ocean lifeguard. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, providing financial planning, discretionary investment management, and access to brokerage and insurance products. The firm serves individuals, retirement and profit-sharing plans, trusts, estates, charities, and business entities, emphasizing fundamental analysis and tailored manager selection.

Heather Le Var is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Roxbury Financial since 2024. Prior to joining Roxbury, she worked at Advisory Services Network, LLC from 2021 to 2024 and Edward Jones from 2015 to 2021. Roxbury Financial advises both individual clients, including high-net-worth households, and institutional clients such as pension and profit-sharing plans. The firm employs a tactical allocation strategy using fundamental and cyclical analysis, with portfolio management that includes margin and option strategies, as well as diversified instruments like partnership interests and hedging with cash positions.

Jason Kurz is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 10 years, followed by Cadaret, Grant & Co., Inc. for two years, and has been with LPL Financial since 2025. Kurz manages a limited side business that supports transitioning client assets to LPL Financial. Comprehensive Wealth Services, LLC provides fee-based investment advisory and portfolio management primarily for high-net-worth individuals and related entities. The firm employs strategies using mutual funds and ETFs, generally delivers discretionary services tailored to clients’ risk tolerance and tax situations, and maintains a cautious view of active management.

Amanda McGrath is a CFP® with 16 years of experience in the financial industry. She has worked at Asset Advisory Group, Inc. since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company AM. Asset Advisory Group serves individuals, including high-net-worth clients, as well as institutional and business entities, providing personalized financial planning and asset management on a fee-only basis. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis, managing portfolios on both discretionary and nondiscretionary bases.