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, holding a Series 65 designation with two years of industry experience. He has worked at Heroic Financial since 2021 and serves as a public safety officer in Evesham Township, a role he has held since 2008, as well as a trustee for 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 financial planning on an hourly basis, serving individuals, pension and profit-sharing plans, and business entities. The firm typically acts as a limited-scope ERISA 3(21) fiduciary for retirement-plan clients and offers customized financial plans and educational seminars, distinguishing itself through its combination of pension consulting, public workshops, and an explicit hourly-fee model.

Chaim Gewirtz is a financial advisor at Lakewealth Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Lakewealth Capital since 2018. He also has a long-standing involvement with B & H Investing, LLC since 2010. Lakewealth Capital provides discretionary investment management and related services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines factor-driven and quantitative value stock selection with special-situations investing, supported by tactical asset allocation and adaptive hedging.

Yale Levey is a CFP® professional with 37 years of industry experience, currently serving as the sole advisor at Next Generation Wealth Planning, LLC. He has been affiliated with Osaic Wealth, Inc. since 1997 and founded Next Generation Wealth Planning in 2006. Levey is active as an ambassador and teacher for Main Street Philanthropy, a nonprofit focused on philanthropy education for high school students. He is also a co-founder and president of Gateway for Good, a public benefit corporation. Next Generation Wealth Planning is an independent firm serving individual and institutional clients, including banks, pension plans, and charitable organizations. The firm offers asset management, financial and legacy planning, and nonprofit consulting, using a primarily non-discretionary, advisor-managed platform that incorporates third-party managers and custodial execution through national providers.

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.

Robert Nahum is a CFP® professional with 21 years of industry experience, currently serving at Nisman Investment Services Inc. in Lakewood, NJ, where he has worked since 1993. He also operates an accounting and tax firm, where he acts as president. Nisman Investment Services provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and retirement plans. The firm manages tailored portfolios focused on equities, mutual funds, and ETFs, aligning investment strategies with client objectives and risk tolerance.

Kelly Trageser is a CFP® professional with 14 years of experience in financial planning. She is the sole advisor at Sea Clear Financial Planning, LLC, an independent firm she has led since 2012 in Brielle, NJ. Sea Clear Financial Planning provides comprehensive financial planning and investment management primarily to individual and high-net-worth clients. The firm uses a third-party wealth management platform to implement tailored portfolios and offers both standalone financial plans and ongoing investment management under a fiduciary standard.

Boruch Terebelo is a Series 65 licensed financial advisor at Five Point Investments with one year of industry experience. Prior to joining the firm, he has been involved with Beth Medrash Govoha since 2013. Five Point Investments serves individuals and high-net-worth clients by offering a range of financial planning and investment management services. The firm emphasizes diversification, tax-aware strategies, and behavioral finance, and is notable for its educational workshops and use of tactical tools such as options strategies and buffered ETFs.

Joshua Nussbaum is the sole advisor at NJ Capital Management and holds a Series 65 designation. He began his career in financial advising in 2025 after seven years at Beth Medrash Govoha and three years at Yeshivas Brisk. NJ Capital Management offers discretionary and non-discretionary investment management services to individuals, high-net-worth investors, trusts, estates, and corporate entities, as well as managing a private pooled investment vehicle for accredited investors. The firm utilizes fundamental, technical, and macroeconomic analysis across various instruments, including equities, fixed income, ETFs, options, commodities, and alternative investments, and employs strategies such as long and short positions, derivatives, and leverage.

Carl Feldman is the managing member of Feldman Financial Services, LLC, an independent advisory firm based in Forked River, NJ. He holds Series 63 and Series 65 licenses and has eight years of industry experience, with a prior sole proprietorship spanning 35 years. In addition to his advisory role, he is an independently licensed insurance agent, dedicating a significant portion of his time to that practice. Feldman Financial Services primarily advises individuals, including high-net-worth clients, through financial planning, consulting, and educational seminars. The firm does not manage client portfolios directly but facilitates referrals to third-party money managers and assists clients with related administrative and monitoring tasks.

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 seven years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and SHI International Corp. since 2021, she has been with Sea Change Financial Planning, an independent firm based in Point Pleasant, NJ. Sea Change Financial Planning serves individual clients, including high-net-worth individuals, offering tailored investment management and various financial planning services. The firm emphasizes individualized investment policies, combining passive and active strategies with attention to tax considerations and asset allocation, operating primarily on a non-discretionary basis while providing educational seminars and speaking engagements.

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.