Steven Linden is a financial advisor with Alliance Wealth Management Group, LLC in Flemington, NJ, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been with Alliance Wealth Management Group, Purshe Kaplan Sterling Investments, and Alliance Accounting Group since 2014. Outside of advising, he is a partner at an accounting firm and a member of a holding company advising businesses on growth strategies. Alliance Wealth Management Group serves individual and high-net-worth clients, trusts, pension plans, and businesses through discretionary wealth management, investment consulting, and standalone financial planning. The firm uses a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, tailoring portfolios to clients’ risk tolerance and time horizon with at least quarterly reviews.

William Bruen Jr. is a financial advisor at Paradigm Investment Advisory, LLC with 47 years of industry experience. He holds the Series 63 designation and previously worked at UBS Financial Services Inc. for 13 years before joining Paradigm and LPL Financial in 2025. He is also a notary in the state of New Jersey. Paradigm Investment Advisory, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes customized, primarily discretionary portfolio management with a long-term orientation and offers ERISA 3(21) and 3(38) retirement plan services along with participant education.

Orlando Diaz is a financial advisor at Mendham Capital Management, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and the University of Rhode Island. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on non-discretionary advice and coordination with clients’ other professional advisors, offering services through hourly, flat-fee, and annual retainer arrangements without managing client assets directly.

John Deangelo is a CFP® professional with 25 years of experience in financial advising. He is a managing director at Prestige Wealth Management Group, LLC and has held positions at Osaic Wealth, Inc. and Triad Advisors Inc. Deangelo holds Series 63 and Series 66 licenses and has been with Prestige Wealth Management since 2012. Prestige Wealth Management Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a range of investment strategies across multiple asset classes and utilizes both proprietary and third-party platforms, including Unified Managed Accounts through an affiliated adviser.

James Mc Garry is a CFP®-designated financial advisor with 22 years of industry experience. He has worked at Navellier & Associates Inc. since 2014 and previously held roles at Edelman Financial Services, Chase Investment Services, Equitable Advisors, and MetLife Investment Fund Services. At Navellier, he serves as Senior Director of Private Client Services, providing private account management to high net worth clients. Navellier & Associates offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment process, constructing concentrated and diversified equity portfolios alongside tactical ETF, covered-call, and dividend-focused strategies.

Brian Glenn is a CFA® charterholder with eight years of industry experience. He is currently with Premier Path Wealth Partners, LLC and previously worked at Olcott Square Investment Partners, LLC and W.R. Huff Asset Management. He serves on the board of directors for IEH Corporation, a company that designs and manufactures HYPERBOLOID connectors for aerospace, defense, industrial, and medical applications. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment process combining fundamental, technical, and quantitative analysis, and utilizes third-party managers and advanced platforms to support its clients.

Howard Chin is a CFA® charterholder with 11 years of industry experience, currently serving at Seabridge Investment Advisors LLC since 2012. He holds the Series 63 designation and is based in Summit, NJ. Outside of his advisory role, he serves as Treasurer for Crossroads Community Church, where he manages financial donations and budgeting. Seabridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and financial planning to individuals, high-net-worth clients, and various institutional clients. The firm focuses on global, equity-centered portfolios and also acts as a sub-adviser to other advisers while supporting a diverse range of investment vehicles.

Timothy Moran is a Series 66-registered financial advisor with 19 years of industry experience. He has been with Carapace Financial Advisors LLC since 2018 and also serves as a principal for Nantim LLC, a real estate consulting firm advising on loan and property purchases. Carapace Financial Advisors provides discretionary portfolio management and sub-advisory services primarily to high-net-worth and institutional clients. The firm employs a proprietary quantitative approach combining large-cap equities or U.S. Treasuries with exchange-listed options to seek defined downside protection alongside capped upside participation or enhanced income.

Andrew Christiansen is a financial advisor at Condor Capital Wealth Management with a Series 66 credential and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting, employing fee-only investment programs that include equities, fixed income, mutual funds, ETFs, and private investment funds with ongoing client monitoring.

Brandon Bottari is a CFP® professional at Seabridge Investment Advisors LLC with two years of industry experience. He previously worked at Blue Ocean Wealth and has a background in education. Seabridge serves a diverse client base including individuals, institutional, and tax-exempt clients, offering discretionary portfolio management and financial planning. The firm is notable for its global equity-focused strategies and its role as a discretionary sub-adviser for other investment advisers.

Scott Mc Caffery is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Paradigm Investment Advisory, LLC and LPL Financial LLC. Prior to this, he worked at Warren Wealth Associates and Commonwealth Financial Network. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and businesses. The firm’s approach focuses on long-term, fundamental analysis with customized portfolios and ongoing wealth management services.

Justin Nestle is a financial advisor at Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 65 designation. He has experience working at Kearny Bank and TD Bank, N.A., among other roles, and has been with Premier Path Wealth Partners since 2026. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-analytic investment process across various instruments and supports employer plan sponsors, using third-party managers and tools to implement strategies in both custody and held-away accounts.

Patrick York is a CFP® and Series 66-registered advisor with 16 years of industry experience. He is currently with Premier Path Wealth Partners, LLC, joining the firm in 2023 after 11 years at Bank of America and 12 years at Merrill. Premier Path Wealth Partners provides investment advisory services to individuals, including high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a multi-analytic investment process that incorporates fundamental, technical, and portfolio construction methods across various instruments and uses third-party platforms and managers to implement strategies in both custody and held-away accounts.

Johnathon Rosica is a Series 65–licensed financial advisor with Alliance Wealth Management Group, LLC, where he has worked since 2019. He has seven years of industry experience, including prior roles at McAdam Financial and Neato/Aneheuser Busch. Outside of finance, he has long-term involvement with Five Ponds Golf Course. Alliance Wealth Management Group serves individual and high-net-worth clients, trusts, pension plans, and businesses by providing discretionary wealth management, investment consulting, and standalone financial planning. The firm employs a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, tailoring portfolios to clients’ risk profiles and conducting regular reviews.

Colleen Echausse is a CFP® professional with three years of industry experience, currently serving at Heritage Financial Counselors, LLC. She has been with Heritage Financial Counselors for ten years. Heritage Financial Counselors advises individuals, couples, families, and high-net-worth clients on comprehensive financial planning and investment management. The firm uses an integrated five-step planning process and primarily manages portfolios with exchange-traded funds and low-cost mutual funds, focusing on client goals, time horizon, and risk profile.

Christina Sharkey is a financial advisor with Investment Partners Asset Management and holds a Series 65 designation. She has eight years of experience as a CPA and EA through her work at Calico CPA LLC, in addition to two years in the financial advisory industry. Her prior roles include positions at Mandel Feketi & Bloom CPAs, Robert Half, and Intuit. Investment Partners Asset Management is an SEC-registered advisory firm serving individuals, business entities, trusts, estates, and retirement plans. The firm manages approximately $333 million in client assets, employing a value-oriented investment approach across equities, fixed income, mutual funds, ETFs, and specialized strategies including options and derivatives.

Gregory Aroneo is a financial advisor at Carapace Financial Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Carapace since 2017. His prior roles include positions at Financial Northeastern Securities and as an educator at Ridge High School and Morris Catholic High School. Carapace Financial Advisors provides discretionary portfolio management and sub-advisory services primarily to high-net-worth and accredited investors, institutional clients, and other investment advisers. The firm employs customized market-linked hedging and investment strategies using options combined with diversified collateral portfolios, managing accounts on a discretionary basis.

Anna Stratton is a CFP® professional with nine years of industry experience, currently serving at Three Sixty Wealth Management, LLC. Her prior roles include positions at Empower Financial Services, Inc. and LPL Financial. She has also been involved with Cultural Care Au Pair for over a decade. Three Sixty works with individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering comprehensive wealth management that integrates discretionary investment management, financial planning, business consulting, and retirement plan advisory services. The firm’s approach includes custom-constructed portfolios with a long-term focus and advanced planning services such as Social Security timing and Roth conversions.

Tanya Walliser is a CFP® and holds a Series 65 credential with 17 years of industry experience. She has been with Condor Capital Wealth Management since 2008. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting, utilizing fee-only investment programs that include individual equities, fixed income, mutual funds, ETFs, and private funds, with services supported by AI tools and a multi-office structure.

Eric Sterner is a CFA® charterholder with six years of industry experience. He is currently with Apollon Financial, LLC and has held positions at Prudential and State Street. Apollon Financial, LLC is an SEC-registered advisory firm managing approximately $1.45 billion for individuals, families, businesses, and retirement plans. The firm combines centrally managed model strategies with advisor-led portfolios and utilizes tax-aware techniques alongside access to private and alternative investments.