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.

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.

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.

Richard Prozzo is an investment advisor representative with Davidson Wealth Management LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Davidson Wealth Management since 2010 and has been affiliated with OSAIC Wealth, Inc. since 1996. He also serves as a trustee for his deceased father’s irrevocable trust, making investment decisions alongside his mother. Davidson Wealth Management serves individual clients, including high-net-worth households, as well as retirement plans, trusts, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, managing portfolios across mutual funds, ETFs, equities, fixed income, and annuity sub-accounts, with both discretionary and non-discretionary strategies.

Donald Burnaford is a financial advisor at MPI Wealth Management LLC with 52 years of industry experience. He holds the Series 63 designation and has worked previously at Copper Beech Financial Group, American Portfolios Financial Services, and Osaic Wealth. Outside of his advisory work, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. MPI Wealth Management provides discretionary investment management and sub-advisory services to a range of institutional and individual clients, including pension plans, banks, corporations, charitable organizations, and high-net-worth families. The firm employs a combination of quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor portfolios aligned with client objectives.

Kristopher Sevcenko is a CFP®-certified financial advisor with 20 years of industry experience. He has been with Davidson Wealth Management LLC since 2012 and is also affiliated with Osaic Wealth, Inc. Sevcenko serves as trustee for his father’s and parents’ irrevocable family trusts, managing investment decisions for those assets. Davidson Wealth Management serves individual clients, including high-net-worth households, as well as retirement plans, trusts, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, using risk-tolerance questionnaires and model portfolios to create individualized strategies across a range of investment vehicles.

Richard Prozzo is a financial advisor with Davidson Wealth Management LLC in Forked River, NJ, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Osaic and various positions outside the financial industry, including education and municipal work. Davidson Wealth Management serves individual clients, retirement plans, trusts, and business entities by offering asset management, financial planning, and retirement plan consulting. The firm manages client accounts using risk-tolerance questionnaires, asset allocation tools, and model portfolios, providing both discretionary and non-discretionary portfolio management.

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.

Albert Silvestri is a financial advisor at Platform Wealth Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Raymond James Financial Services and Sam Investments LLC. In addition to his advisory role, he is a principal and CPA at Hamilton Mercer Advisors, providing accounting and tax services. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes Modern Portfolio Theory and long-term, low-turnover investing, supported by formal affiliations with accounting and consulting practices and a team that includes multiple CPA/PFS credentialed advisers.

George Kastanis is a CFP® professional with 14 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2025. His prior roles include positions at Sound Income Strategies LLC, Belpointe Insurance, LLC, Belpointe Asset Management, LLC, Arbor Point Advisors, Securities America Inc, Cetera Advisors, and Mclean Advisory Group. Outside of his advisory work, he is involved with Wings for Widows, a nonprofit organization assisting widows through the transition of losing a spouse. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, estates, retirement plans, registered investment companies, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers, offering both discretionary and non-discretionary management through a large network of affiliated offices.

Scott Mclean is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked at Sound Income Strategies LLC and Belpointe Asset Management, LLC and has operated McLean Advisory Group, LLC since 2008. Outside of his advisory work, he is a 50% owner of New View Equestrian Center, an equestrian boarding and training facility. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers and operates through a network of affiliated offices offering both discretionary and non-discretionary management.

Kenneth Durfee is a CFP® with 34 years of industry experience, currently serving at Summit Financial, LLC since 2018. He previously worked with Summit Equities, Inc. and Summit Financial Resources, Inc. for 27 years. In addition to his advisory role, he manages KDD15 LLC, providing investment advisory and financial planning services. Summit Financial, LLC offers investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines discretionary managed portfolios with advisor-directed programs and reported approximately $15 billion in client assets as of December 2024.

George Gotthold Jr. is a CFP® professional with 21 years of industry experience, currently serving at Advisory Services Network. His prior roles include positions at Park Piedmont Advisors LLC and Ciccone, Gotthold & Koseff, PC. He also manages an accounting and tax practice through George J Gotthold, Jr., CPA, PC. Advisory Services Network is an independent firm serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of over 200 advisors managing approximately $8.6 billion in client assets.

Lynette Lisiewski is a financial advisor with B. Riley Wealth Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney and National Securities Corp. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services.

Joseph Merkle is a financial advisor at NorthCoast Asset Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Kovitz Investment Group Partners, Connectus Wealth, and NorthCoast Asset Management. Outside of his advisory role, he is a partner in Arthur & Associates, LLC, a real estate investment business. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and offers a broad range of strategies including equity, income, alternatives, and private investment vehicles.

Christopher Roth is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 37 years of industry experience, including 28 years with Equity Services. In addition to his advisory role, he is an insurance agent selling life, disability, and health insurance. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term allocations and manager-driven model portfolios while accommodating various trading strategies and client restrictions.