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.

Thomas Mcneill is a financial advisor with Asset Management Services Group, Inc. in Toms River, NJ. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Asset Management Services Group, Inc. since 1996 and has been self-employed since 1978. Asset Management Services Group, Inc. advises individual and business clients and manages risk-focused mutual fund and variable annuity portfolios used in various retirement and tax-advantaged accounts. The firm employs a combination of Modern Portfolio Theory and active market timing through a Price Trend Management process, providing continual oversight and buy-sell decisions aimed at downside protection.

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.

Chaim Gulkowitz is an advisor at Mynad LLC with four years of industry experience. He previously worked at HGI Capital for four years and has over a decade of experience from his time at ESsutton. Mynad LLC provides discretionary portfolio management primarily for high-net-worth individuals and charitable organizations. The firm employs a combination of charting, cyclical, fundamental, and technical analysis across various asset classes and offers both long-term and short-term trading strategies.

Mark Samel is a CFP® professional with 19 years of industry experience. He is the sole advisor at Choice Asset Management LLC, an independent registered investment adviser based in Lakewood, NJ. In addition to his advisory role, he has taught at Yeshivat Keter Torah since 2012. Choice Asset Management provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, foundations, trusts, and corporate pension and profit-sharing plans. The firm emphasizes a systematic asset-allocation approach using primarily mutual funds and ETFs, tailoring portfolios to client objectives and risk parameters.

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.

Chaim Gewirtz is a financial advisor at Lakewealth Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Lakewealth Capital since 2018, as well as B & H Investing, LLC since 2010. Lakewealth Capital provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a model-driven, quantitative investment approach emphasizing factor-driven and special-situation stock selection combined with tactical asset allocation and adaptive hedging.

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.

Jesse Celeste is a financial advisor at Artistic Wealth with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Santander Bank, and the Army National Guard. He also maintains an active New Jersey insurance producer license. Artistic Wealth Strategies is a fee-only registered investment adviser serving plan sponsors, institutional clients, and individuals through investment management, financial planning, and retirement plan consulting. The firm employs a blend of passive and active strategies guided by modern portfolio theory and utilizes third-party managers and model platforms for implementation and oversight.

Richard Opong is the principal advisor at White Star Financial LLC in Toms River, NJ, holding Series 63 and Series 65 designations with 28 years of industry experience. He has operated as a sole proprietor since 1991 and owns Wall Street Nutrition LLC, a nutrition and fitness services business. White Star Financial LLC provides discretionary asset management services to individuals, high-net-worth investors, and business entities, tailoring portfolios to client goals and risk tolerances using fundamental, technical, and cyclical analyses. The firm is recently established with a single advisor and no assets under management as of the end of 2025.

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.

Boruch Terebelo is a financial advisor at Five Point Investments with one year of industry experience. He holds a Series 65 designation and has been affiliated with Beth Medrash Govoha since 2013. Five Point Investments serves individuals and high-net-worth clients by offering financial planning and investment management services, including portfolio management, comprehensive plans, consultations, and educational seminars. The firm’s investment approach combines diversification, Modern Portfolio Theory, tax-aware account placement, behavioral finance guidance, and selective tactical tools such as options strategies and buffered ETFs.

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.

Cameron Lease is a financial advisor at Lease Investment Advisors in Toms River, NJ, holding a Series 65 designation with one year of industry experience. Prior to founding Lease Investment Advisors, he held roles at Longfield Gardens LLC, Carrier, ScentAir Corp, Suntrust Bank, and Ramapo College of NJ. Lease Investment Advisors provides investment management and comprehensive financial planning to individuals, families, trusts, and small businesses, as well as assisting employers with retirement plan establishment and management. The firm employs a fundamental, cost-conscious investment approach focused on long-term, diversified strategies and offers discretionary portfolio management with regular reviews.

Michelle Coffey is a financial advisor at Sea Change Financial Planning with eight years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for three years and SHI International Corp for twelve years. Sea Change Financial Planning serves individual clients, including some high-net-worth households, providing investment management along with project-based, ongoing, and hourly financial planning. The firm offers educational seminars and speaking engagements, develops individualized investment policies using fundamental analysis, and manages portfolios with a mix of passive and active vehicles tailored to clients’ objectives and risk tolerances.

Mark Angelo is a CFP® with 39 years of industry experience, currently operating Mark J. Angelo Financial Services in Toms River, NJ. He has been with LPL Financial since 1991 and founded his own firm in 1998. Outside of advising, he is involved in tax preparation and supplemental insurance sales through AFLAC. His firm provides financial planning and consulting services to individuals, high-net-worth clients, and business entities, as well as retirement plan solutions for employers. The firm uses hourly or fixed fees for planning and consulting, does not manage client assets or accept custody, and bases investment recommendations on fundamental analysis with periodic rebalancing.

Joseph Rudy is a financial advisor at Onyx Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, Ameriprise Financial Services, and VEA Group LLC. Outside of advising, he works as a financial analyst for Enchante Accessories, a wholesale marketing company. Onyx Wealth Management LLC provides wealth management and financial planning services to individuals, some high-net-worth clients, and small businesses. The firm customizes portfolios based on clients’ objectives, risk tolerance, and tax situations, using diversified ETFs and equities alongside fundamental and technical analysis.

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.

Taylor Bauerband is a financial advisor with G. Douglas Wealth Management in Toms River, NJ, holding Series 63 and Series 66 licenses and having three years of industry experience. Her background includes roles at several financial and advisory entities, alongside entrepreneurial activities such as designing and selling crafts and working as an event planner. She is also licensed as a life and health insurance producer. G. Douglas Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, and to retirement plans. The firm emphasizes discretionary portfolio management using SEI-sponsored sub-advised programs, estate and legacy planning, and offers co-advisory arrangements along with periodic reporting and rebalancing guidance.