Allan Katz is a financial advisor at Stirlingshire Investments with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stirlingshire RIA LLC and Stirlingshire BD LLC since 2023, in addition to serving as president of Comprehensive Wealth Management Group, LLC since 2007. Outside of finance, Katz is a freelance trombone player and owns a model train business. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach that includes quantitative, fundamental, and technical analysis, offering a range of investment vehicles and model strategies through the Advyzon marketplace.

Jaime Quinones is a CFP® with 19 years of industry experience, currently serving as the sole advisor at Stockade Wealth Management. He previously worked at LPL Financial for 13 years and at First Investors Corporation for six years. Quinones is also a licensed notary public in New Jersey. Stockade Wealth Management is a single-advisor registered investment adviser that provides discretionary asset management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm utilizes a combination of modern portfolio theory, fundamental and technical analysis, and offers flexible fee structures alongside direct annuity-account management.

Joseph Kelly is the principal of Joseph C. Kelly & Associates, Inc., an independent advisory firm based in Middletown, NJ. He holds a Series 66 designation and has 21 years of experience in the financial industry. In addition to his advisory role, he has operated a certified public accounting practice, Kelly & Co., CPA, since 1989. Joseph C. Kelly & Associates, Inc. provides discretionary asset management, financial planning, and hourly consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers standalone financial planning engagements.

Dennis O'Brien is a financial advisor at Coastal Financial Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been involved in business consulting through Coastal Business Services, LLC, where he serves as president. Coastal Financial Advisors, Inc. is an independent, fee-only registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and portfolio management with a goal-based, individualized investment approach, and also provides fiduciary services for ERISA retirement plans and nonprofit endowments.

As a true fiduciary and fee-only CFP®, Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. She works with clients virtually nationwide and in-person in New Hampshire and New Jersey. Her background in education - teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. Her passion lies in helping others make complicated financial decisions including whether to sell company stock, when to retire, and how to handle competing priorities such as funding kids' education, paying off debt, and saving for the future. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.

Wesley Cross is a financial advisor with Olson, Cross & Alamo Advisors LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Olson, Cross & Alamo since 2009. Outside of his advisory work, Mr. Cross is involved in a garment design and manufacturing business with his daughter. Olson, Cross & Alamo Advisors primarily serves high-net-worth individuals and provides tailored investment advisory and portfolio management services. The firm uses a top-down approach incorporating macroeconomic analysis and company-level research, considering a wide range of investment instruments.

Travis Dufner is a financial advisor at Securus Wealth Management in Holmdel, NJ, with nine years of industry experience. He holds a Series 66 designation and has worked previously at firms including Millstone Financial Group and Guardian Life. Outside of investment advisory roles, he also works as an insurance agent, providing clients with options related to life insurance, long-term care, and annuities. Securus Wealth Management offers retirement planning and wealth management services to individuals, families, and small business owners. The firm employs both active and passive ETFs, interval funds, and buffered ETFs in its portfolios, emphasizing diversification and downside protection while managing accounts primarily on a discretionary basis.

Alice Solomon is the principal of Solomon Investment Group, Inc. in Keansburg, NJ, with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Solomon Investment Group since 1997. In addition to her advisory role, she is licensed in life, health, and long-term care insurance in New Jersey. Solomon Investment Group serves individual clients, including high-net-worth individuals, as well as pension, profit-sharing plans, and corporate clients, providing discretionary portfolio management and financial planning. The firm uses a combination of charting, fundamental, and technical analysis to guide investment decisions, tailored to each client’s Investment Policy Statement.

Peter Seligman is the sole advisor at Adaero Capital Management, LLC, with 22 years of industry experience. He holds a Series 66 designation and has led Adaero since its founding in 2004. Adaero Capital Management provides discretionary portfolio management and investment advice to individual and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-investing approach focused on fundamental research and intrinsic-value analysis of mid- to large-capitalization stocks.

Joseph Nardone V is the principal of Longshore Wealth Management LLC in Highlands, NJ, holding a Series 65 designation with one year of industry experience. He previously worked at Fujitsu America and concurrently operates Riaforce, LLC, a non-advisory consulting firm. Longshore Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, utilizing both fundamental and technical analysis to construct primarily long-term portfolios with flexibility for shorter-term adjustments. The firm employs exchange-traded funds, mutual funds, and individual securities, offering ongoing portfolio supervision and ad hoc financial planning.

Robert Marino is a financial advisor with DTM Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with DTM Advisory Group since 2015. In addition to his advisory role, Marino is independently licensed to sell insurance and annuity products, including Medicare, long-term care, and property and casualty insurance. DTM Advisory Group LLC provides discretionary portfolio management and written financial planning services primarily to individual clients. The firm employs a value-oriented, long-term investment approach that combines fundamental analysis and charting with strategic and tactical asset allocation tailored to clients’ objectives.

Cody Love is affiliated with Love Wealth Management LLC and holds a Series 65 designation. He has 10 years of experience working at The Port Authority of New York and New Jersey. Love Wealth Management LLC is a newly organized state-registered investment adviser serving individuals, high-net-worth clients, families, retirement plans, and other entities. The firm offers financial and retirement planning, portfolio management, and uses fundamental analysis and strategic asset allocation, including ESG-focused strategies, with a flat, fixed-fee and project-based pricing structure.

Donald La Fronz is a CFP® with 31 years of industry experience, currently serving as the sole advisor at New Amsterdam Wealth Planning since 2020. Prior to founding the firm, he worked at FCG Wealth Management and FCG Advisors, LLC from 2014 to 2020. New Amsterdam Wealth Planning provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a fundamental, value-oriented investment approach combined with tactical and strategic asset allocation, offering customized advice and portfolio management tailored to client-specific circumstances.

Leonard Loesch is a financial advisor at Beneficial Investment Advisory with 24 years of industry experience. He previously worked at Wells Fargo Advisors and Ameriprise Financial Services, LLC. Loesch also owns and operates a tax and bookkeeping business, Beneficial Tax Advisory. Beneficial Investment Advisory provides ongoing portfolio management and investment services primarily to individual clients, focusing on long-term strategies that combine fundamental and technical analysis. The firm prepares written Investment Policy Statements and operates under ERISA fiduciary standards for retirement accounts.

Dimitry Nakhla is a Series 65-licensed financial advisor with nine years of industry experience, currently serving as the sole advisor at Babylon Capital since 2017. His background includes a period as a student beginning in 2016. Babylon Capital is an independent, state-registered investment adviser that provides tailored portfolio management to individuals and high-net-worth clients, employing a combination of quantitative, algorithm-driven stock selection and fundamental analysis. The firm focuses on companies with strong returns on capital, predictable cash flows, and attractive valuations, managing accounts according to client-established objectives and risk tolerances.

Michael Keogh is a financial advisor at VCM Wealth Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera and Credit Agricole. Outside of his advisory role, Keogh owns and operates a fitness center, The Max Challenge, in Red Bank, NJ, and is a silent investor in a restaurant business. VCM Wealth Advisors provides discretionary portfolio management and advisory services to individual and high-net-worth clients, employing both fundamental and technical analysis across a range of investment vehicles. The firm focuses on personalized investment strategies, often documented in investment policy statements, and may utilize third-party advisers to manage portions of client assets.

Abraham Ades is the principal of Ades Wealth Management Inc. in Allenhurst, NJ, with nine years of industry experience. He holds a Series 65 credential and has been involved in various business ventures since the early 1990s, including retail jewelry sales and real estate consulting. Ades also manages several real estate investment entities. Ades Wealth Management provides fee-based, discretionary portfolio management services primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory. The firm employs a range of strategies including trading and option writing, and incorporates real estate consulting as part of its service offering.

Mujibun Khan is the sole advisor at IEM Asset Management, LLC, an independent firm based in Red Bank, NJ. He holds the Series 66 designation and has 22 years of industry experience, including over 20 years with IEM Asset Management. Khan has an ongoing involvement in energy-efficiency research and development outside of his advisory role. IEM Asset Management serves individual clients, including some high-net-worth households, with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs an active, research-driven investment approach that combines fundamental, technical, quantitative, and cyclical analysis, offering diversified allocations across multiple asset classes and customized portfolio management.

Barry Weiss is a CFA® charterholder and the sole advisor at Live Oak Financial Management in Long Branch, NJ, with 11 years of industry experience. He previously worked at Yorktown Funds for seven years and Kroll Bond Rating Agency for three years. Live Oak Financial Management provides portfolio management and investment advisory services to individuals, small businesses, and non-profit organizations, managing a small client roster with relatively modest minimums. The firm employs a top-down fundamental investment approach combined with technical analysis and focuses on exchange-listed securities without using leverage.

Colin Heaney is a financial advisor at WestPeak Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, Fidelity Investments, and PIMCO. Heaney is also a licensed independent insurance agent. WestPeak Financial provides portfolio management and financial planning services to individual clients, utilizing modern portfolio theory and cyclical analysis to guide long-term investment strategies. The firm offers ongoing account management as well as one-time and subscription-based planning without an account minimum.