Peter Pandolfo Jr is the sole advisor at Pandolfo Capital, LLC, an independent registered investment adviser based in Robbinsville, NJ. He holds Series 63 and Series 65 designations and has 26 years of industry experience, leading his firm since 2008. Pandolfo Capital provides discretionary portfolio management to individuals and various organizational clients, including pension plans, trusts, and charitable organizations. The firm employs a fundamental, value-oriented investment approach with concentrated portfolios and maintains a tailored, discretionary relationship with its clients.

Thomas Mcneill is a financial advisor with Asset Management Services Group, Inc. in Toms River, NJ. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Asset Management Services Group, Inc. since 1996 and has been self-employed since 1978. Asset Management Services Group, Inc. advises individual and business clients and manages risk-focused mutual fund and variable annuity portfolios used in various retirement and tax-advantaged accounts. The firm employs a combination of Modern Portfolio Theory and active market timing through a Price Trend Management process, providing continual oversight and buy-sell decisions aimed at downside protection.

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.

Mark Samel is a CFP® professional with 19 years of experience in financial advising. He is the principal at Choice Asset Management LLC and has been with the firm since 2006. In addition to his advisory role, he has taught at Yeshivat Keter Torah since 2012. Choice Asset Management provides portfolio management and investment advice primarily to individuals, high-net-worth clients, pension and profit-sharing plans, foundations, and trusts, managing approximately $50.7 million. The firm emphasizes individualized asset allocation using low-cost mutual funds and ETFs, maintaining a non-discretionary management style with regular client approvals.

Chaim Gewirtz is a financial advisor at Lakewealth Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Lakewealth Capital since 2018. He also has a long-standing involvement with B & H Investing, LLC since 2010. Lakewealth Capital provides discretionary investment management and related services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines factor-driven and quantitative value stock selection with special-situations investing, supported by tactical asset allocation and adaptive hedging.

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.

Jesse Celeste is a financial advisor at Artistic Wealth with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Santander Bank, and the Army National Guard. He also maintains an active New Jersey insurance producer license. Artistic Wealth Strategies is a fee-only registered investment adviser serving plan sponsors, institutional clients, and individuals through investment management, financial planning, and retirement plan consulting. The firm employs a blend of passive and active strategies guided by modern portfolio theory and utilizes third-party managers and model platforms for implementation and oversight.

Leonard Loesch is a financial advisor at Beneficial Investment Advisory with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Ameriprise Financial Services. He also owns and operates a tax and bookkeeping business, Beneficial Tax Advisory. Beneficial Investment Advisory provides ongoing portfolio management and investment services to individual clients, preparing written Investment Policy Statements and employing a long-term trading strategy based on fundamental and technical analysis. The firm focuses on mutual funds, equities, fixed income, real estate funds, and ETFs and operates under ERISA fiduciary standards for retirement accounts.

Richard Opong is the sole advisor at White Star Financial LLC in Toms River, NJ, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at Cetera Advisor Networks LLC for 12 years and operates Wall Street Nutrition LLC, a nutrition and fitness services business. Opong also maintains an insurance agent role through his sole proprietorship. White Star Financial LLC provides discretionary asset management to individuals, high-net-worth investors, and business entities, tailoring portfolios based on client goals and risk tolerances. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and conducts quarterly account reviews.

Martin Scott is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. He is the sole advisor at Lasting Wealth Principles, LLC, where he has worked since 2020. His prior experience includes roles at The GenWealth Group, Inc., Purshe Kaplan Sterling Investments, Park Avenue Securities, Primerica Advisors, and Guardian Life Insurance Company of America. Lasting Wealth Principles LLC is a state-registered advisory firm providing investment management and financial planning services to individual clients. The firm employs a passive investment approach using index mutual funds and ETFs, offers ongoing supervision based on client investment policy statements, and utilizes the Altruist platform for trade execution and custody.

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.

Robert Nahum is a CFP® professional with 21 years of industry experience, currently serving at Nisman Investment Services Inc. in Lakewood, NJ, where he has worked since 1993. He also operates an accounting and tax firm, where he acts as president. Nisman Investment Services provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and retirement plans. The firm manages tailored portfolios focused on equities, mutual funds, and ETFs, aligning investment strategies with client objectives and risk tolerance.

Boruch Terebelo is the principal of Five Point Investments, holding a Series 65 designation with one year of industry experience. He has been affiliated with Beth Medrash Govoha since 2013. Five Point Investments LLC is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients with investment management, financial planning, and educational services. The firm employs a risk-managed, tax-aware approach using diversified allocations, including mutual funds, ETFs, and select hedging strategies, and emphasizes client education and limited-scope hourly engagements.

Cameron Lease is a financial advisor at Lease Investment Advisors in Toms River, NJ, holding a Series 65 designation with one year of industry experience. Prior to founding Lease Investment Advisors, he held roles at Longfield Gardens LLC, Carrier, ScentAir Corp, Suntrust Bank, and Ramapo College of NJ. Lease Investment Advisors provides investment management and comprehensive financial planning to individuals, families, trusts, and small businesses, as well as assisting employers with retirement plan establishment and management. The firm employs a fundamental, cost-conscious investment approach focused on long-term, diversified strategies and offers discretionary portfolio management with regular reviews.

Mark Angelo is a CFP® with 39 years of industry experience, currently operating Mark J. Angelo Financial Services in Toms River, NJ. He has been with LPL Financial since 1991 and founded his own firm in 1998. Outside of advising, he is involved in tax preparation and supplemental insurance sales through AFLAC. His firm provides financial planning and consulting services to individuals, high-net-worth clients, and business entities, as well as retirement plan solutions for employers. The firm uses hourly or fixed fees for planning and consulting, does not manage client assets or accept custody, and bases investment recommendations on fundamental analysis with periodic rebalancing.

Douglas Bauerband is a financial advisor with G. Douglas Wealth Management in Toms River, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at San Blas Securities and TFS Securities, along with operating his own advisory and insurance businesses. Outside of advising, he serves as a trustee and finance committee member for a nonprofit senior care community and is the author of several books on wealth and retirement planning. G. Douglas Wealth Management is a small firm serving individual and high-net-worth clients as well as retirement plan sponsors. The firm provides discretionary portfolio management primarily through third-party SEI-managed programs and offers comprehensive and hourly financial planning services.

Jeffrey Stevens is a financial advisor with Preferred Wealth Advisors, LLC in Freehold, NJ, holding Series 63 and Series 65 designations and possessing nine years of industry experience. His career includes roles at Gradient Advisors, LLC and ownership of several related businesses, including Preferred Retirement Strategies, LLC, The Stevens Agency, and Preferred College Funding Strategies. Stevens also operates as an independent insurance agent specializing in fixed insurance products. Preferred Wealth Advisors provides investment management and financial planning services primarily to individual and high-net-worth clients, managing approximately $3.16 million across about two dozen accounts. The firm uses third-party platforms for portfolio management and offers public educational seminars and workshops that provide general financial education rather than personalized advice.

Joseph Rudy is a financial advisor at Onyx Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, Ameriprise Financial Services, and VEA Group LLC. Outside of advising, he works as a financial analyst for Enchante Accessories, a wholesale marketing company. Onyx Wealth Management LLC provides wealth management and financial planning services to individuals, some high-net-worth clients, and small businesses. The firm customizes portfolios based on clients’ objectives, risk tolerance, and tax situations, using diversified ETFs and equities alongside fundamental and technical analysis.

Moshe Sussman is a financial advisor at Fortune Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has been with Fortune Capital Management since 2019. Outside of his advisory role, he is the Chief Strategy Officer and an equity stakeholder at a tech startup called FirmVO. Fortune Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm’s investment approach integrates charting, fundamental and technical analysis, focusing primarily on equities and ETFs, and employs options strategies, short sales, and margin trading as appropriate.

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.