Theresa Anne Markham

Raul Berina is a financial advisor at Magellan Financial Solutions LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Berina provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC offers discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, emphasizing capital preservation and behavioral economics while employing strategies such as margin and options trading tailored to client goals.

Austin Neary is the sole advisor at Plan2Prosper LLC, an independent firm based in Andover, NJ. He holds a Series 66 designation and has 18 years of industry experience, including time at UBS Financial Services. Neary has managed Plan2Prosper LLC since 2009. Plan2Prosper LLC offers integrated wealth management and financial planning for individuals, families, charitable trusts, and small businesses. The firm employs an investment approach based on academic research and efficient-market principles, focusing on diversified portfolios primarily composed of mutual funds and ETFs, and provides non-discretionary advisory services.

Kenneth Gibbons is a financial advisor at Financial Engineering LLC in Sparta, NJ, with six years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors LLC, David Gerson CPA, and Professional and Reliable Accounting Services LLC. In addition to his advisory role, he owns Financial Strategies LLC, an insurance and annuities business. Financial Engineering LLC serves individuals, families, business owners, and pension/retirement plan sponsors with financial planning, investment advisory services using third-party managers, and retirement-plan consulting. The firm combines accounting and tax preparation services with financial planning and offers insurance and annuity products through an affiliated insurance practice.

Jonathan Durant is a CFP® professional with 26 years of industry experience. He is the sole advisor at Durant Financial Planning LLC, an independent firm he has led since 2019. Prior to founding his firm, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisers. Durant Financial Planning LLC serves individual clients, including both non-high-net-worth and high-net-worth households, managing approximately $22.2 million across about 54 accounts. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial planning, primarily focusing on mutual funds and exchange-traded funds through firm-developed model portfolios and a range of investment strategies.

Zoriana Stawnychy is a CFP® professional with 47 years of industry experience. She has been with Stawnychy Financial Services, Inc. since 1991 and also worked with SAX Wealth Advisors, LLC from 2026. Stawnychy Financial Services provides fee-based investment advisory and comprehensive financial planning to individuals, small businesses, charitable organizations, and municipal governments. The firm offers qualified retirement plan consulting and manages portfolios using a tactical allocation strategy with a broad range of investment instruments, including equities, municipal securities, corporate debt, and options.

Amanda McGrath is a CFP® with 16 years of experience in the financial industry. She has worked at Asset Advisory Group, Inc. since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company AM. Asset Advisory Group serves individuals, including high-net-worth clients, as well as institutional and business entities, providing personalized financial planning and asset management on a fee-only basis. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis, managing portfolios on both discretionary and nondiscretionary bases.