Joseph Faragi is the principal advisor at The Faragi Group, an independent firm based in Forked River, NJ. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 15 years leading his own firm. The Faragi Group provides ongoing investment supervisory services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm uses a combination of fundamental analysis, long- and short-term trading strategies, and options writing, managing diversified portfolios aligned with client-specific Investment Policy Statements.

Marc Morgan is the sole advisor at Heroic Financial LLC with a Series 65 credential and three years of industry experience. He has served as a public safety officer for Evesham Township since 2008 and is a trustee of the Police and Firemen's Retirement System of New Jersey since 2019. Heroic Financial LLC provides retirement-plan advisory services to qualified ERISA plans and offers financial planning and consulting on an hourly basis to individuals, pension and profit-sharing plans, and business entities. The firm typically acts as a limited-scope ERISA 3(21) fiduciary and is noted for combining pension consulting, public seminars, and an explicit hourly-fee model.

Mary Coughlin is the sole advisor at Barnegat Bay Capital Management LLC and holds a Series 63 designation with 21 years of industry experience. She has been with Barnegat Bay Capital Management since 1998. Barnegat Bay Capital Management provides investment supervisory services, occasional financial planning, and one-time portfolio reviews to a range of clients including individuals, trusts, and charitable organizations. The firm combines a single-manager structure with an institutional investment background and uses fundamental, charting, and cyclical analysis to tailor portfolios according to client goals and risk tolerance.

Carl Feldman is the managing member of Feldman Financial Services, LLC in Forked River, NJ, with 9 years of experience at the firm and more than 35 years as a sole proprietor. He holds Series 63 and Series 65 licenses. In addition to his advisory work, Feldman is an independently licensed insurance agent, dedicating a significant portion of his time to that practice. Feldman Financial Services primarily serves individual and high-net-worth clients by providing financial planning, educational seminars, and referrals to third-party money managers (TPMs). The firm does not directly manage assets but assists clients with TPM selection and monitors TPM performance through quarterly reviews.

Donald Burnaford is a financial advisor at MPI Wealth Management LLC with 52 years of industry experience. He holds the Series 63 designation and has worked previously at Copper Beech Financial Group, American Portfolios Financial Services, and Osaic Wealth. Outside of his advisory work, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. MPI Wealth Management provides discretionary investment management and sub-advisory services to a range of institutional and individual clients, including pension plans, banks, corporations, charitable organizations, and high-net-worth families. The firm employs a combination of quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor portfolios aligned with client objectives.

Albert Silvestri is a financial advisor at Platform Wealth Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Raymond James Financial Services and Sam Investments LLC. In addition to his advisory role, he is a principal and CPA at Hamilton Mercer Advisors, providing accounting and tax services. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes Modern Portfolio Theory and long-term, low-turnover investing, supported by formal affiliations with accounting and consulting practices and a team that includes multiple CPA/PFS credentialed advisers.

Sarah Elia is a financial advisor at The Wealth Boutique with a Series 65 designation and seven years of industry experience across multiple firms, including Bank of America and Crosby Private Wealth Advisors. Her background also includes roles outside of finance, such as working in education with the Pinelands Regional School District and in the hospitality sector. The Wealth Boutique provides financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, trusts, and some institutions. The firm employs a financial-planning-led, holistic approach that integrates fundamental and technical analysis, offering tiered planning packages and access to private funds for qualified investors.

Kenneth Durfee is a CFP® with 35 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously worked at Summit Equities, Inc. and Summit Financial Resources, Inc. for 27 years. In addition to his advisory role, he manages KDD15 LLC, providing investment advisory and financial planning services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a blend of discretionary and consultative investment management programs, financial planning, retirement plan advisory, and access to alternative investments.

George Gotthold Jr. is a CFP® professional with 21 years of industry experience, currently serving at Advisory Services Network. His prior roles include positions at Park Piedmont Advisors LLC and Ciccone, Gotthold & Koseff, PC. He also manages an accounting and tax practice through George J Gotthold, Jr., CPA, PC. Advisory Services Network is an independent firm serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of over 200 advisors managing approximately $8.6 billion in client assets.

Lynette Lisiewski is a financial advisor with B. Riley Wealth Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney and National Securities Corp. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services.

Paul Costadina is a financial advisor with Vanderbilt Advisory Services in Forked River, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at LPL Financial and Grove Point Advisor, LLC, alongside over two decades with Two River Mortgage & Investment, Inc. He also operates a mortgage and real estate services business. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and integrates retirement-plan and benefits consulting with advisory services through relationships with specialized third parties.

Christopher Roth is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Barnegat, NJ. He holds the Series 63 designation and has 37 years of industry experience, including 28 years with Equity Services. In addition to his advisory role, he works as an insurance agent selling life, disability, and health insurance. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

George Kastanis is a CFP® professional with 15 years of industry experience, currently affiliated with Foundations Investment Advisors LLC since 2025. His prior roles include positions at Sound Income Strategies LLC, Belpointe Insurance, and Arbor Point Advisors. Kastanis is involved with Wings for Widows, a nonprofit organization assisting widows through the transition after losing a spouse. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, supported by a large network of affiliated offices and third-party sub-advisers.

Kristine Wiley is a financial advisor with Guardian Life, holding a Series 66 designation and 17 years of industry experience. She has worked with Guardian Life and Park Avenue Securities since 2019. Outside of her advisory work, she is a registered New Jersey notary. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, including a digital advisory solution and access to insurance products and alternative investments.

Scott McLean is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Foundations since 2025 and previously at Sound Income Strategies LLC, Belpointe Asset Management, LLC, and his own firm, McLean Advisory Group, LLC. Outside of advisory work, McLean is co-owner of an equestrian boarding facility and also leads McLean Tax Advisory Group LLC, which offers tax preparation and fixed insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a broad network of affiliated offices. The firm uses a variety of analytical approaches and model portfolios, incorporating third-party sub-advisers and custodians, to tailor investment advice and manage client assets.

Erin Eads is a financial advisor with TD Private Client Wealth LLC, holding a Series 65 credential and four years of industry experience. She has been with TD Private Client Wealth since 2021 and has worked at TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios using strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Clifford Bajor is a financial advisor with HSBC Securities (USA) Inc. who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at HSBC Securities since 2016, following prior roles at J.P. Morgan Securities and Chase Investment Services Corp. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several client-directed and discretionary program types. The firm utilizes a structured investment process with multiple risk profiles and combines asset-allocation advice with ongoing fund due diligence, serving a diverse client base across managed and non-discretionary portfolios.

Keith Bermeo is a financial advisor with GWN Securities Inc. holding the CFP® and ChFC® designations, along with Series 65 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources. Outside of his advisory work, he is involved in life insurance sales through a separate financial services business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through managed-account programs on the Fidelity-supported FMAX platform.

Collin Turner is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and just beginning his career in the industry. His prior work history includes roles at Mclean Advisory Group, Planning Alliance, and experience in education at various institutions. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, and retirement plans, using model portfolios and an approach that combines fundamental, technical, and cyclical analysis.

Erik Escobar is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Integrity Alliance since 2010. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. Integrity Alliance is a large advisory network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves a broad client base including individuals, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party managers through various platforms.