Raul Berina is a financial advisor at Magellan Financial Solutions LLC with 17 years at the firm and four years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advising, he provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC is a solo-registered investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, and retirement/profit-sharing plans. The firm offers discretionary portfolio management and financial planning, employing a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, with an emphasis on capital preservation and risk management.

Austin Neary is a financial advisor at PLAN2PROSPER LLC with 17 years of industry experience. He holds the Series 66 designation and has been with PLAN2PROSPER since 2009, following prior work at UBS Financial Services. PLAN2PROSPER LLC provides integrated wealth management and financial planning services to individuals, families, charitable trusts, and small businesses. The firm emphasizes an investment approach grounded in academic research and efficient‑market principles, offering non‑discretionary, tailored portfolio management primarily through mutual funds and ETFs.

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® with 46 years of industry experience and has been leading Stawnychy Financial Services, Inc. since 1991. She previously worked at LPL Financial LLC for 25 years. Stawnychy Financial Services, Inc. provides fee-based investment advisory and comprehensive financial planning services to individuals, charitable organizations, municipal governments, and small businesses. The firm employs a tactical allocation approach to manage discretionary portfolios, offering services that include estate and business planning, retirement plan consulting, and participation in wrap-fee programs.

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.

Paul Zoch is a CFP® with 30 years of industry experience, currently serving as an advisor at Asset Advisory Group, Inc. since 1994. He holds a Series 63 license and has engaged in life, health, and disability product sales through various insurance carriers. Asset Advisory Group serves individuals, including high-net-worth clients, as well as institutional and business entities, providing customized financial planning and asset management services. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis, managing portfolios on both discretionary and nondiscretionary bases.

Cal Cacciaguida is a CFP® professional with seven years of experience in financial advising. He is currently with Sterling Financial Planning Inc, where he has worked since 2023. His prior experience includes roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, and Morgan Stanley. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, trusts, and estates. The firm offers portfolio management and retirement plan consulting, tailoring investment programs using a mix of fundamental and technical analysis across various securities.

Matthew Hannum is a CFP®, CFA®, and Series 66 registered advisor with 21 years of industry experience. He has been with Sterling Financial Planning Inc since 2003. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. Sterling Financial Planning manages approximately $672 million and employs a range of investment strategies across mutual funds, ETFs, and individual securities.

Ross Weiner is a CFP® professional with 17 years of industry experience. He has been with Sterling Financial Group since 2007. Sterling Financial Planning serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $672 million and employs a tailored investment approach using mutual funds, ETFs, and individual securities, leveraging institutional research and technology through major custodians.

Nicholas Nicolette is a CFP® professional with over 21 years of industry experience. He has been with Sterling Financial Planning Inc. and Sterling Financial Group, Inc. since 1992 and has been self-employed since 1982. Sterling Financial Planning serves individuals, high-net-worth clients, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a range of investment strategies and leverages institutional research and technology from major custodians such as Schwab and Fidelity.

Martial Frindethie is a financial advisor at The Millstone Evans Group, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Raymond James & Associates, Inc. for ten years before joining his current firm. The Millstone Evans Group serves individuals, including high net worth clients, as well as trusts, charitable organizations, and other entities, offering portfolio management, financial planning, and advisory services. The firm employs a comprehensive investment process incorporating fundamental, technical, and ESG analysis, utilizing mutual funds, ETFs, stocks, fixed income, and tailored strategies such as options and structured notes.

Glen Thomas is a CFA® charterholder with 19 years of industry experience. He has been with Sterling Financial Planning Inc and Sterling Financial Group, Inc. since 2001. Sterling Financial Planning serves individuals and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting under ERISA. The firm manages approximately $672 million across client accounts and employs a mix of fundamental and technical analysis with various investment strategies.

Deanna Iannuzzi is a financial advisor at Sterling Financial Planning Inc with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Sterling Financial Group since 2002. Outside of her advisory role, she works as an independent sales representative for Avon Products. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of investment strategies across mutual funds, ETFs, and individual securities, leveraging institutional research and technology through major custodians.

Richard Sanchez is a financial advisor at Sterling Financial Planning Inc with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securities America Advisors, Kestra Advisory Services, and Avantax Advisory Services. Sanchez is based in Sparta, NJ, and is part of a seven-advisor team. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and typically uses major custodians like Schwab and Fidelity to support its clients’ objectives.

Constance Millahn is a CFP® with 11 years of industry experience, currently serving as an advisor at Sterling Financial Planning Inc since 2017. She previously worked at RBC Capital Markets and LPL Financial, LLC. Sterling Financial Planning serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $672 million and employs a tailored investment approach using mutual funds, ETFs, and individual securities, supported by institutional research and technology.

James Rich is a CFP® with 10 years of industry experience and currently serves as a financial advisor at Quotient Wealth Partners, LLC. Prior to joining Quotient Wealth Partners in 2023, he worked at Goldman Sachs Personal Financial Management for seven years and held positions at AXA Advisors and the United Postal Service. Quotient Wealth Partners is a multi-advisor firm managing approximately $3.54 billion for around 1,900 clients, including individuals, trusts, estates, corporations, and pension plans. The firm offers tailored financial planning and investment management services using diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Brian Schaaf is a financial advisor at OneAscent Financial Services LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Nexus Peer Financial Coaching, and Regal Holdings. Outside of his advisory work, he is involved in data analysis and aggregation through co-ownership and sole ownership of businesses unrelated to investment management. OneAscent Financial Services LLC manages approximately $2.61 billion and serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management, financial planning, and ERISA fiduciary services, utilizing a combination of direct management, third-party managers, and unified managed accounts.

Scott Mackenzie is a financial advisor with OneAscent Financial Services LLC and holds the Series 66 designation. He has 16 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, Insight Private Advisors, and LPL Financial. Outside of advising, Mackenzie is involved in fixed insurance sales and marketing through several related business activities. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and unified managed account programs.

Theresa Markham is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lexington Avenue Capital Management LLC and operated Markham Asset Management LLC. Outside of her advisory work, she serves as Treasurer for the Vernon Chamber of Commerce, a nonprofit organization. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a mix of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing through a large enterprise platform.