Marc Morgan

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.

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.

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, 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.

Mark Schlosser is the principal of Schlosser Financial Services, Inc. in Seaside Park, NJ, with 29 years of experience in financial advising. He holds the CFP® designation and Series 63 license and has operated his independent firm since 1997. Schlosser Financial Services primarily serves individual clients and small businesses, providing comprehensive financial planning across insurance, investment, tax, retirement, and estate topics. The firm offers non-discretionary advisory services with multi-asset portfolios focused on low-cost, passively managed ETFs and mutual funds, using tools like Morningstar for ongoing monitoring and quarterly reviews.