David Lazzaro is a financial advisor at Stirlingshire Investments with over 31 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. His prior experience includes roles at Money Concepts Capital Corp., H. Beck, Inc., and mortgage-related firms. Outside of his advisory work, he serves as a board member on the supervisory committee at Lakehurst Naval Federal Credit Union and manages DJL Wealth Management, LLC, which provides business consulting and commercial financial services. Stirlingshire Investments offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high-net-worth clients. The firm employs multiple analytical methods and a range of investment strategies, providing access to diverse investment types and model strategies through the Advyzon marketplace.

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.

Yale Levey is a CFP® with 38 years of experience in financial advising, serving as the sole advisor at Next Generation Wealth Planning, LLC since 2006. He has been an ambassador and teacher for Main Street Philanthropy since 2013 and co-founded Gateway for Good, a public benefit corporation. Levey is also a co-author of a book chapter on charitable planning and has been featured in "The Trust Equation: The Savvy Investor's Guide to Selecting a Competent, Ethical Financial Advisor." Next Generation Wealth Planning serves individual, institutional, and nonprofit clients, offering asset management, financial and legacy planning, and nonprofit consulting services. The firm operates mainly on a non-discretionary basis, emphasizing independent manager recommendations and a detailed client intake and review process.

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.

James Bernstein is a Series 65 licensed financial advisor with 12 years of industry experience. He is the sole advisor at QEX Asset Management LLC and has worked at Coastal Trade Securities since 2011 and Windsor Financial Research, LLC since 1995. Outside of finance, he owns Prime Green Coffee, a business that sells unroasted coffee to home roasters. QEX Asset Management LLC serves institutional investors and high-net-worth individuals with separately managed accounts and financial planning services. The firm employs systematic, model-driven strategies in high-yield fixed income and equity momentum trading, utilizing technical and quantitative analysis alongside third-party signal models.

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.

Mark Schlosser is the founder and sole advisor of Schlosser Financial Services, Inc. He holds the CFP® and Series 63 designations and has 21 years of industry experience. Schlosser has led his independent advisory firm since 1997. Schlosser Financial Services primarily serves individual investors and small businesses with SIMPLE IRAs and individual 401(k) plans, offering comprehensive financial planning that includes investments, insurance, tax, retirement, and estate planning. The firm follows a non-discretionary, multi-asset approach using passive ETFs and mutual funds, with client portfolios reviewed quarterly and adjusted based on both fundamental and basic technical analysis.

Richard Prozzo is an investment advisor representative at Davidson Wealth Management LLC with 37 years of industry experience. He has been with Davidson Wealth Management since 2010 and is also affiliated with OSAIC. Prozzo serves as a trustee alongside his mother for his deceased father’s irrevocable trust, making investment decisions and distributing income to the beneficiary. Davidson Wealth Management LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $172.4 million across about 228 accounts. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party advisory programs, employing fundamental, technical, and charting analysis while maintaining a predominantly non-discretionary asset base.

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.

Kristopher Sevcenko is a CFP®-certified financial advisor with 20 years of industry experience. He has been with Davidson Wealth Management LLC since 2012 and is also affiliated with Osaic Wealth, Inc. Sevcenko serves as trustee for his father’s and parents’ irrevocable family trusts, managing investment decisions for those assets. Davidson Wealth Management serves individual clients, including high-net-worth households, as well as retirement plans, trusts, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, using risk-tolerance questionnaires and model portfolios to create individualized strategies across a range of investment vehicles.

Richard Prozzo is a financial advisor with Davidson Wealth Management LLC in Forked River, NJ, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Osaic and various positions outside the financial industry, including education and municipal work. Davidson Wealth Management serves individual clients, retirement plans, trusts, and business entities by offering asset management, financial planning, and retirement plan consulting. The firm manages client accounts using risk-tolerance questionnaires, asset allocation tools, and model portfolios, providing both discretionary and non-discretionary portfolio management.

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.

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.

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.

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.