Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

Brian O'Dowd is a CFP® professional with 32 years of experience in financial advising. He is the president and owner of O'Dowd Asset Management LLC, an independent firm based in Morristown, NJ, which he founded in 2020. Prior to this, he was involved with O'Dowd Bierals Wealth Advisors LLC and World Equity Group since 2012. Outside of advising, he is also involved in property management and serves as president of multiple real estate-related companies. O'Dowd Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan clients. The firm uses both fundamental and technical analysis and employs a variety of strategies including long- and short-term trading, options, and allocations to diverse investment vehicles, managing accounts under written investment policies and sometimes allocating assets to third-party managers.

John Dibello is a financial advisor at Chambers Capital, LLC in Denville, NJ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chambers Capital since 2015. He also has experience with Precision Financial Services from 2020 onward. Chambers Capital provides discretionary portfolio management primarily for high- and ultra-high-net-worth individuals, focusing on quantitatively driven strategies that combine equity exposure, ETF-based fixed income, and active macro hedging. The firm manages a small number of accounts internally, employing a mix of fundamental, technical, and quantitative analysis alongside options trading under discretionary authority.

Claudia Mott is a CFP® certificant and Series 63 license holder with 13 years of industry experience. She has been the principal advisor at Epona Financial Solutions since 2010. Epona Financial Solutions is an independent, fee-only firm serving individuals and couples with financial planning, investment management, and divorce settlement analysis. The firm applies Modern Portfolio Theory to create diversified portfolios and specializes in divorce financial planning, providing detailed cash-flow and net-worth projections as part of its services.

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.

J. Manley is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Manley Capital Management, LLC since 2013. Manley Capital Management provides discretionary investment advisory services and financial planning to individuals, trusts, endowments, and other institutions. The firm employs a value-driven, economically balanced asset-allocation strategy that incorporates equities, fixed income, commodities, and currencies, with portfolio adjustments based on market valuation and risk-reward considerations.

Douglas Robb is a financial advisor at ABC Wealth Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various related entities since 2012, including CUSO Financial Services, LP and multiple iterations of ABC Wealth firms. Robb also operates as a sole proprietor insurance agent. ABC Wealth Inc is an independent investment adviser serving primarily individual clients with discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program, manages variable annuity and life contracts, and offers guidance on non-traded REITs, frequently implementing portfolios through sub-advisors and third-party money managers.

Blake Parisi is a financial advisor at Parisi Capital with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2020. Prior to his advisory career, he was affiliated with Rutgers University. Parisi Capital provides continuous investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a passive investment approach using index mutual funds and ETFs combined with technical and charting analysis, managing accounts on a discretionary basis with quarterly reviews.

James Byron III is a financial advisor at Green Rock Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a principal and broker at Green Rock Realty since 2012. Green Rock Advisors, LLC is a private real estate investment manager serving institutional investors and high-net-worth individuals through pooled private investment vehicles. The firm focuses on value-added strategies in office properties within transit-oriented and infill submarkets of the New York, Boston, and Washington, D.C. areas, and also pursues credit and distressed debt opportunities.

George Spinelli is a CFP® professional with 19 years of industry experience. He has been the principal of Spinelli Financial Advisors, Inc. since 1998. In addition to his advisory role, he owns and manages a certified public accounting firm, Mark G. Spinelli, CPA, which provides substantial tax planning and preparation services. Spinelli Financial Advisors is an independent, fee-only firm serving individuals and corporations with defined financial planning and ongoing portfolio supervision. The firm employs a range of analytical techniques and investment strategies, manages approximately $31 million in assets, and generally serves higher-net-worth and institutional clients.

Gwen Gepfert is a financial advisor with Oaktree Financial Planning and Consulting in Basking Ridge, NJ. She holds a Series 65 designation and has 18 years of industry experience. Since 2006, she has been with Oaktree Financial Planning and Consulting, an independent firm. Oaktree Financial Planning and Consulting provides fee-only financial planning and investment consultation to individual investors, focusing on retirement planning, education funding, tax and estate coordination, and educational workshops. The firm emphasizes a long-term, buy-and-hold investment approach using low-cost index funds and ETFs, delivering non-discretionary advice through time- or project-based engagements rather than ongoing asset management.

Michael Maglio is a financial advisor with Charter Advisory Group in Bedminster, NJ, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Charter Advisory Group since 2014. Charter Advisory Group provides investment management, financial planning, tax advisory, and related consulting services primarily to wealthier individuals, families, trusts, and corporate executives. The firm incorporates tax and wealth-planning analyses into its investment process, using proprietary asset allocation models and focusing on mutual funds, ETFs, and tax-efficient fixed-income strategies.

Matthew Taranto is a CFA® charterholder with six years of experience in financial advising at Mountainpoint Investment Advisors. He is also Senior Vice President at Everest Group Ltd, a property and casualty reinsurance company, where he manages the company’s internal general account asset portfolio. Mountainpoint Investment Advisors provides discretionary portfolio management and financial planning primarily to individuals, non-profit organizations, and institutional clients such as foundations and endowments. The firm employs a combination of fundamental macro and sector analysis with bottom-up security research, emphasizing diversified, low-turnover investments including ETFs and mutual funds.

Michael Pierce is the sole advisor at 65 and Sunny! Registered Investment Advisors, LLC in Bedminster, NJ, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has led 65 and Sunny! since its founding in 2013. In addition to his advisory work, Pierce is also licensed as an insurance agent specializing in life, health, and fixed annuities, integrating risk management techniques into his financial planning. 65 and Sunny! provides retirement-focused financial planning and portfolio management to individuals, trusts, non-profit organizations, and pension plans, with particular emphasis on federal and civilian employees and Medicare-related planning. The firm employs a conservative investment approach centered on capital preservation, using specialized software and risk analysis tools, and offers a hybrid fee model that includes commissionable products.

Andrew Greenstein is a financial advisor with Tradealgo Wealth Management LLC dba Fincera, holding a Series 65 license and four years of industry experience. His prior roles include positions at Ridge Investment Solutions LLC, Dinosaur Financial Group LLC, and Lebenthal Holdings LLC. In addition to his advisory work, he serves as of counsel at Hess Legal Counsel and provides outsourced legal consulting for EXOS Financial. He has also held a volunteer role as Assistant Secretary and Board Trustee for Congregation B'nai Israel. Fincera is a registered investment adviser that offers discretionary portfolio management and model-portfolio selection using a proprietary AI engine. The firm serves high-net-worth individuals, pooled investment vehicles, other advisers, and institutional clients, employing both fundamental and quantitative analysis with strategies ranging from long-term buy-and-hold to short-term trading.

Rushi Patel is a financial advisor at Fairbridge Capital Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Gibbs Wealth Management. Patel also operates a separate insurance business as a licensed insurance producer. Fairbridge Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $15.3 million across 55 client relationships. The firm employs tactical equity strategies focused on thematic and dividend value equities and integrates ongoing supervision and rebalancing based on client-specific investment policies.

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.

Michael Ashton is a CFA® charterholder with 14 years of industry experience. He is the principal advisor at Enduring Investments LLC, an independent firm he has been associated with since 2009, and previously worked at Real Asset Strategies, LLC. Outside of his advisory role, he serves as an external consultant to BAG Corp, assisting with quantitative business issues such as sales targeting and inventory management. Enduring Investments advises individuals, institutional clients, and pooled investment vehicles, providing discretionary portfolio management and licensed access to systematic model portfolios. The firm focuses on inflation-indexed products and employs a variety of securities and techniques to tailor accounts according to client objectives and risk profiles.