Pasquale Recupido is a CFP® with six years of industry experience, currently serving as an advisor at New Horizons Wealth Management. He has previously worked at Bank of America and Merrill and is also active with TFS Securities, Inc. Outside of advisory work, he is involved as an insurance producer through TFS Insurance Agency. New Horizons Wealth Management is an SEC-registered firm that provides discretionary investment management and financial planning to a diverse client base, including middle-class households, high-net-worth individuals, multi-generational families, and businesses. The firm employs a portfolio management approach based on modern portfolio theory, integrating both active and passive funds alongside financial planning tailored to clients’ objectives and risk tolerance.

Cary Schwartz is a financial advisor at Blackhill Capital, Inc. with 13 years of industry experience. He has been with Blackhill Capital since 1988. Blackhill Capital serves high net worth individuals, family groups, trusts, and charitable organizations with discretionary portfolio management tailored to clients’ assets, income, obligations, and risk tolerance. The firm employs a conservative, value-oriented equity strategy focused on larger-cap, globally oriented companies and manages nearly $2 billion with a small advisory team.

Kyle Presti is a CFP® professional with one year of experience in financial advising at Wiss Private Client Advisors, LLC. Prior to joining Wiss, he held multiple roles at PricewaterhouseCoopers, LLP over several years, interspersed with periods of full-time education. Wiss Private Client Advisors, LLC is a team of ten advisors managing approximately $1.2 billion for high-net-worth clients including individuals, families, trusts, and various organizations. The firm employs a combination of fundamental and technical analysis, offering tailored portfolio management across diverse asset classes and incorporating private placements and digital-asset investments for qualified clients.

Gregory Nardolillo is a financial advisor with Aurora Private Wealth, Inc. and holds Series 63 and Series 66 credentials. He has 33 years of industry experience and has worked with firms including Summit Financial, LLC and Feltz Wealthplan. Outside of advisory roles, he is owner of Nardolillo Wealth Advantage, Inc., a marketing and expense management business, and serves as a brand ambassador for a company promoting golf-related products. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning and investment management through a team of advisors using customized strategies and third-party platforms to serve a diverse client base.

John Moynihan is a CFP® with 24 years of experience in the financial industry. He has worked at Accretive Wealth Advisors LLC since 2026, following a 20-year tenure at Waterstone Wealth Advisors, LLC, and four years at Ameriprise. He is based in Parsippany, NJ, and holds a Series 63 license. Accretive Wealth Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis, internal due diligence, and regular client interaction to establish goals and risk tolerance.

Eric Furey is a CFP®, CFA®, and Series 65 registered advisor with 16 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously at Regent Atlantic for ten years. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to a diverse client base including individuals, trusts, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, stocks, bonds, and options.

Donald Weir Jr. is a financial advisor at Covenant Asset Management, LLC in Chester, NJ, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Covenant Asset Management since 2010. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations, offering discretionary and non-discretionary portfolio management along with financial planning and retirement-plan advisory services. The firm employs a thematic, growth-at-a-reasonable-price (GARP) investment approach combined with dividend appreciation, fundamental and technical analysis, and a fixed-income laddering strategy.

Ethan Kraft is a financial advisor at Precision Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Prime Pensions Inc. and Leigh Baldwin & Co., LLC. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes mutual funds, ETFs, individual equities, fixed income, options strategies, and allocations to independent managers and private investment funds.

John Guarino is a CFA® charterholder with 13 years of industry experience. He has been with Covenant Asset Management, LLC since 1999. Outside of his advisory role, he is a managing member and 50% owner of Covenant Real Estate Ventures, LLC, a business involved in real property management. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations, offering discretionary and non-discretionary portfolio management along with financial planning and retirement-plan advisory services. The firm employs thematic, growth-at-a-reasonable-price strategies combined with dividend appreciation, fundamental and technical analysis, tax efficiency, and fixed-income laddering.

Justin Forik is a financial advisor with Personal CFO Solutions LLC in Chester, NJ. He holds a Series 65 designation and has eight years of industry experience. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients, offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm emphasizes fiduciary planning with regular client reviews and uses a variety of investment tools including independent manager allocations and tactical short-term trading.

Fahmin Fardous is a CFP® professional at Zenith Wealth Partners with three years of industry experience. His prior roles include positions at securities and banking firms, including over a decade at PNC Bank. Outside of advisory work, he is involved in managing an investment property. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations with financial planning, portfolio management, and consulting services. The firm’s investment approach emphasizes low-cost, diversified index exposures combined with selective active management and ongoing portfolio monitoring through a documented Investment Policy Statement.

Matthew Battipaglia is a financial advisor at Washington Crossing Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Stifel from 2011 to 2017. Outside of finance, he is a general partner in Mac's Tavern, a bar and restaurant in Philadelphia. Washington Crossing Advisors LLC provides discretionary investment management to individuals, trusts, and third-party platforms, offering strategies that include value-driven and rising-dividend equities, laddered corporate bond portfolios, and ETF-based tactical asset allocation. The firm serves over 3,000 client accounts and manages more than $2 billion in assets.

Daniel Divizio is a CFP® and Series 65 credentialed advisor at Signet Financial Management, LLC with 11 years of industry experience. He has worked at Signet Financial Management since 2015 and more recently at Summit Financial, LLC. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary wealth management, portfolio management, financial planning, and advisory services. The firm employs a disciplined, evidence-based investment approach that combines fundamental and quantitative analysis, utilizing diversified portfolios with options for tactical rebalancing and third-party manager integrations.

Matthew Giberti is a financial advisor at Wiss Private Client Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at PNC Wealth Management and Clearstead Advisors. His background includes nearly a decade in full-time education. Wiss Private Client Advisors is a ten-advisor team managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, and institutional clients. The firm employs a combination of fundamental and technical analysis, offers discretionary portfolio management, and integrates private placements and digital-asset investments into its tailored wealth management strategies.

Marcella Finkel is a financial advisor at Blackhill Capital, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses with five years of industry experience. She has been with Blackhill Capital since 2018 and previously worked at CO9 Design. Blackhill Capital serves high net worth individuals, family groups, trusts, and charitable organizations with discretionary portfolio management tailored to clients’ assets, income, obligations, and risk tolerance. The firm employs a conservative, value-oriented equity strategy focused on large-cap, globally oriented companies with an emphasis on after-tax long-term appreciation and low turnover.

Timothy Rowe is an Investment Advisor Representative with Covenant Asset Management, LLC, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at Covenant Asset Management since 1999 and Comprehensive Asset Management and Servicing, Inc. since 2000. Outside of advisory work, Mr. Rowe is a Managing Member and 50% owner of Covenant Real Estate Ventures, LLC, which focuses on real property management. Covenant Asset Management is an SEC-registered firm managing approximately $693 million for individual and high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a growth-at-a-reasonable-price and thematic equity investment approach, integrates option strategies for downside protection and income, and emphasizes tax efficiency and low portfolio turnover.

Peter Boockvar is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bleakley Financial Group, Private Advisor Group, Advisory Services Network, and The Lindsey Group. He is the owner and Chief Analyst of The Boock Report, an economic research blog he started in 2017. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing the majority of client assets on a discretionary basis.

Daniel Ballister is a CFP® professional with 17 years of industry experience. He is currently with Creative Financial Designs, Inc., where he has worked since 2022. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities Inc. Ballister also maintains a licensed insurance agent position covering various lines, including life, health, and fixed annuities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and modular financial planning. The firm’s investment approach incorporates asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Denis Belinskiy is a financial advisor at Beacon Trust with one year of industry experience. He holds the Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2013. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm manages approximately $4.3 billion in regulatory assets and employs a multi-team advisory staff, offering an open-architecture investment platform with a risk-first framework and tax-aware management.

Alexandra Hoff is a financial advisor at SAX Wealth Advisors, LLC with five years of industry experience and a Series 65 credential. She has been with SAX Wealth Advisors since 2020. Prior to that, her work experience includes roles at Peter E Schmitt Co Inc and Intac Actuarial Services, as well as time as a student and employee at Free People. SAX Wealth Advisors provides investment management, financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based approach using low-cost, passively managed funds supplemented with customized fixed-income strategies, third-party sub-advisers, and tax-efficient account management.