John Macmillan is the sole advisor at Macmillan Financial LLC in Annandale, NJ, holding Series 63 and Series 65 designations with 20 years of industry experience. He has worked at Macmillan Agencies since 2006. Macmillan Financial provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, businesses, charities, and trusts. The firm follows a fundamental, research-driven approach that emphasizes long-term investing while allowing short-term trades when appropriate, managing client accounts with limited discretionary authority.

Douglas Robb Jr. is the sole advisor at ABC Wealth Inc, an independent investment advisory firm based in Long Valley, NJ. He holds the Series 63 and Series 65 credentials and has 31 years of industry experience. In addition to his advisory work, Robb operates an affiliated insurance practice as a licensed insurance agent. ABC Wealth Inc primarily serves individual clients, offering discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program and commonly implements portfolios through sub-advisors and third-party money managers, providing financial planning at no additional cost and conducting regular reviews of client investments.

Robert Stickel is a CFP® with 29 years of industry experience, currently operating as the sole advisor at RLS Financial Services. His career includes roles at Avantax Advisory Services and Avantax Investment Services Inc, spanning over two decades, and he has also held a CPA designation since 1983. Outside of advisory work, he provides tax preparation, accounting, and insurance services through his business. RLS Financial Services offers financial planning and portfolio management primarily to individual and high-net-worth clients. The firm emphasizes fundamental analysis and employs both long- and short-term trading strategies, delivering advice mainly on a non-discretionary basis and managing a wrap-fee program, with investment recommendations that include mutual funds, fixed-income securities, insurance products, equities, ETFs, and non-U.S. securities.

Marjorie Rand is a CFP® professional with seven years of experience in financial advising. She is the sole advisor at Rand Financial Planning, LLC and also owns Marjorie L. Rand, CPA, P.C., an accounting and tax preparation firm. She has provided accounting services since 1989 and financial planning since 2018. Rand Financial Planning, LLC is a fee-only firm serving individuals and families with comprehensive financial planning, including tax, retirement, estate, insurance, and investment guidance. The firm operates as a small, single-advisor practice that emphasizes fixed annual planning engagements without asset-based fees and integrates tax considerations through its affiliation with a separate CPA practice.

Randolph Fisher is the managing member and chief compliance officer of Artemis Wealth Advisors with 19 years of industry experience. He previously worked at Regal Financial Group for 13 years and has been involved with Tucker Asset Management and Artemis Wealth Advisors since 2022. Outside of advisory services, Fisher conducts seasonal tax preparation from January to April. Artemis Wealth Advisors serves individual and high-net-worth clients by providing portfolio management, financial planning, and tax-related services. The firm employs multiple analytical methods in its investment process and integrates accounting and tax preparation services, a combination that is uncommon among independent solo advisors.

Michael Marino is a CFP® professional with 28 years of industry experience. He is the principal at The Financial Planning Center, LLC and has previously worked with Lotus Investment Advisors, Empire Asset Management Company, and Divine Asset Management. Outside of his advisory work, Marino serves as president of the Washington Township Police Foundation, a nonprofit supporting the local police department. The Financial Planning Center, LLC serves individual investors, business owners, and families by offering discretionary and non-discretionary portfolio management along with comprehensive financial planning services. The firm tailors investment strategies based on client objectives and coordinates with other professionals while managing approximately $26.3 million for about 63 clients.

Brent Chavez is a financial advisor at Aequitas Equitas Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Motiv8 Investments LLC and Brokers International Financial Services. Outside of finance, he is a partial owner of Advanced Paint Repair Systems, an automotive refinishing business in Upper Black Eddy, PA. Aequitas Equitas Wealth Management provides discretionary portfolio management, investment consulting, financial planning, and retirement-plan consulting to individuals, institutions, and businesses. The firm’s investment approach focuses on building core equity portfolios designed to outperform over a three- to five-year market cycle, using fundamental analysis combined with valuation and technical reviews, and employs various asset classes and risk-management strategies tailored to client needs.

Matthew Sheridan is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Vista Financial Services LLC since 2012. Outside of his advisory role, he is involved in Sheridan Communications, Inc., a company providing printing and shipping services where he manages pricing formulas to improve billing efficiency. Vista Financial Services offers discretionary portfolio management and advisory services to individual and high-net-worth clients, focusing on equities, bonds, fixed income, ETFs, and government securities. The firm employs a combination of fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies, including higher-risk techniques such as short sales and options writing.

Mark Schultz is a financial advisor at Investment Capital Management, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked in various capacities since 1987, including roles at Almax Financial Solutions and founding Generations to Come, Inc., a business that provides mathematical computations for estimating future expenses such as retirement and college costs. He serves as owner and president of Generations to Come. Investment Capital Management, Inc. serves individuals and high-net-worth clients, managing approximately $6 million primarily through discretionary management of mutual funds and variable annuity subaccounts. The firm’s investment approach relies on trend analysis and technical tools to balance risk and returns, and it frequently begins client relationships with brokerage purchases before moving to advisory contracts.

Anthony Locascio is a CFP® with 43 years of experience in the financial services industry. He is the principal advisor at Investment Capital Advisors, an independent firm he has led since 2018. Prior to this, he worked at Kovack Advisors and Kovack Securities. Outside of advising, he is also an author of a children’s book and performs as a stand-up comedian. Investment Capital Advisors provides fee-based investment advisory and customized financial planning services to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation using a variety of instruments and manages accounts primarily on a discretionary, longer-term basis.

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Amit Singhal is a financial advisor at Mantrana Advisors with one year of industry experience. He holds a Series 65 designation and concurrently works full time in business and account management at BASF Corporation, a global chemical company. Mantrana Advisors provides financial planning services to individuals, high-net-worth clients, small businesses, and families caring for persons with special needs. The firm operates on a fee-only basis without managing client assets, offering investment recommendations as part of comprehensive plans using a combination of fundamental analysis and passive and active asset allocation strategies.

Brad Schaeffer is the principal of Schaeffer Financial & Tax, LLC in Easton, PA, holding a Series 65 credential with nine years of industry experience. He has served as an owner and accountant at Schaeffer Financial & Tax since 2006 and previously worked at Crayola, LLC for 13 years. Outside of his advisory work, he has experience in small business and non-profit accounting, including tax return preparation. Schaeffer Financial & Tax provides discretionary investment management and limited-scope consulting primarily to individuals and families, as well as non-profit organizations, business entities, estates, and trusts. The firm integrates strategic asset allocation across low-cost ETFs and mutual funds with accounting and tax preparation services.

Jonathan Guzman is a financial advisor at RANDA Wealth Strategies in Easton, PA, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has worked at several firms including Eagle Strategies and Nylife Securities and operates several insurance brokering entities. Additionally, he owns MoneyGuia LLC, a fintech platform focused on financial education and digital content creation. RANDA Wealth Strategies offers non-discretionary portfolio management and tiered financial planning services to individuals, retirement plans, trusts, estates, and businesses. The firm provides ERISA plan consulting and combines pension consulting with an affiliated insurance brokerage practice.

David Cooley is a financial advisor at Covered Bridge Financial LLC with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked as an independent insurance agent for 12 years. Covered Bridge Financial LLC provides discretionary investment management and financial planning services primarily to individuals, high-net-worth individuals, and trusts. The firm uses a combination of fundamental and technical analysis with a long-term focus and incorporates a variety of investment instruments, including low-cost mutual funds, ETFs, individual stocks and bonds, as well as more complex strategies when appropriate.

Jason La Vigne is a CFP® professional with 24 years of experience in the financial services industry. He is the principal and sole advisor at Blue Water Financial Investor Coaching, LLC and has previously worked at Triad Advisors, Inc. and OSAIC. Outside of his advisory work, he is also a part-time actor. Blue Water Financial Investor Coaching, LLC serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm provides investment advisory services primarily through a co-advisory relationship with Matson Money, focusing on non-discretionary asset allocation and portfolio management, pension consulting, and investor-education workshops.

Victor Vuskalns is a financial advisor at Tango Capital Management, LLC, holding a Series 63 designation with 27 years of industry experience. He has been with both Auerbach, Pollak & Richardson Inc. and Tango Capital Management since 1999. Tango Capital Management provides discretionary, fee-only investment management to individual and high-net-worth clients, focusing on portfolio construction, monitoring, and rebalancing. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and options, and operates with principal involvement in client accounts at a modest scale.

William Hines is a financial advisor at Emancipare Investment Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Money Coach Group, Inc. and International Business Machines Corporation. Outside of his advisory role, he is president of Wild Lake LLC, a publishing entity from which he receives royalty income for his past writings. Emancipare Investment Advisors provides comprehensive, advice-only financial planning and guidance to individual and high-net-worth clients. The firm employs a holistic planning approach and emphasizes passive, diversified investment recommendations, while also offering educational workshops and using flat or hourly fees instead of percentage-based billing.

Nick Guida is a financial advisor at Guidance Wealth Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including A Better Way Financial, LLC and Retirement Wealth Advisors, Inc. Outside of advisory work, Guida is a published author, having written articles for outlets such as Forbes, Money.com, and Fortune.com, and he is involved in solar equipment acquisitions through Guidance Solar Advisors, LLC. Guidance Wealth Advisors LLC provides wealth management and ongoing portfolio management primarily to individual and high-net-worth clients, combining written financial plans with discretionary implementation. The firm typically co-advises with Independent Managers for day-to-day trading, offering tailored advice across a diversified range of investments and employing strategies including direct indexing and option-oriented products.

Sara Solano is a financial advisor at LodeStar Advisory Group, LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining LodeStar Advisory Group, she worked at Lotus Learning Group for one year. LodeStar Advisory Group provides fee-only investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary services, tailoring portfolios based on individual goals, risk tolerance, and liquidity needs, and employs a range of investment methods including technical, fundamental, and cyclical analysis.