Eric Lathrop is a financial advisor with Aurora Private Wealth, Inc., holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Insight Private Advisors, LLC. Outside of investment advisory, he is involved in offering fixed insurance and fixed annuities. 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, consulting, and investment management through a team of advisors using individualized and model portfolio strategies across multiple asset classes.

Bryan Landadio is a CFP® professional with 19 years of industry experience, currently serving at Personal CFO Solutions LLC since 2011. He holds Series 63, 65, and 66 licenses. Outside of his advisory work, he is a passive member of National Advisors Group, LLC, an insurance business. Personal CFO Solutions serves individuals, high-net-worth clients, and various institutional clients, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes longer-term investment allocations through mutual funds, ETFs, and independent managers, supported by an internal investment committee and ongoing account reviews.

John Prokop is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He has been with Tilson Financial Group, Inc. since 2013. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, multi-asset class portfolios with a focus on asset allocation, diversification, and rebalancing.

Nicholas Hoy is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He has been with Wiss & Company, LLP since 2024. Wiss Private Client Advisors is a ten-advisor team managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis to tailor diversified portfolios that include mutual funds, ETFs, individual securities, and independent managers, and it offers a range of wealth management and consulting services.

Jonathan Kliment is an advisor at Condor Capital Wealth Management with a Series 65 designation. He has been with Condor Capital Management since 2013. Outside of his advisory role, he provides accounting and tax preparation services. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a fee-only investment approach utilizing a range of investment vehicles and offers specialized services such as direct indexing and AI-supported adviser analysis.

Jason Zalarick is a financial advisor with Synergy Asset Management, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has previously worked with Synergy Financial Management, LLC, Equity Advisor Solutions, Fidelity, and Advisors Asset Management, Inc. Synergy Asset Management provides wealth management and financial planning services to individuals, high-net-worth investors, business owners, trusts, and retirement plans. The firm employs an active investment approach that integrates tactical asset allocation with fundamental and quantitative analysis, managing portfolios from a total-return perspective and offering custom strategies including concentrated equity, bond, and ETF-based models.

Robert Giarraffa is a financial advisor with New Horizons Wealth Management in Cedar Knolls, NJ, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has worked at New Horizons Wealth Management since 1982 and at TFS Securities, Inc. since 1987. Outside of his advisory role, he has authored an autobiography. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients, families, and businesses across various income levels. The firm employs a modern portfolio theory-based approach that integrates active and passive mutual funds and ETFs, along with financial planning tailored to clients’ objectives and risk tolerance.

Hiren Shah is a financial advisor at Condor Capital Wealth Management with 13 years of industry experience. He holds the Series 65 designation and has been with Condor Capital Management since 2011. Prior to that, he worked for nine years at the Township of East Brunswick Recreation Department. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only portfolio management and financial planning, using a variety of investment vehicles including equities, fixed income, mutual funds, ETFs, and private funds, and incorporates technology such as AI tools to support adviser analysis while maintaining human oversight.

Brendan Hughes is a CFP® with seven years of industry experience, currently affiliated with Condor Capital Wealth Management. His prior roles include positions at Corient, RegentAtlantic, Pathstone Family Office, and Bleakley Financial Group. Condor Capital Wealth Management serves individuals, business entities, trusts, pension plans, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs a fee-only investment approach that incorporates equities, fixed income, mutual funds, ETFs, separate account managers, and selective private and interval funds, supported by AI tools under human oversight.

Brad Jacobson is a financial advisor with Oliver Luxxe Assets LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Oliver Luxxe Assets LLC since 2014. Outside of his advisory role, Jacobson is involved as a partner in Poe Yoga LLC, a business offering hot yoga classes, where he assists with accounting and operations. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management to individual and institutional clients, including pension plans, trusts, and family offices. The firm uses a multi-factor proprietary quantitative screening process combined with fundamental research to implement diversified investment strategies across equities, fixed income, ETFs, and third-party managers.

Jordan Gilberti is a CFP® with eight years of experience in financial planning. He is currently an investment advisor representative for Boldin Advisors and Core Planning and has prior experience at Facet Wealth, Family Focus Financial Group, and Rutgers University. Gilberti also works as a senior planner with Ontrail, Inc., providing consulting services and financial plan development. Boldin Advisors serves individuals, high net worth clients, trusts, estates, and small businesses by offering financial planning and investment consultations based on Modern Portfolio Theory. The firm emphasizes a long-term, buy-and-hold investment approach using low-cost index funds and ETFs and operates as a fee-only adviser without discretionary portfolio management.

Thomas Paluck is a financial advisor with TSP Capital Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with TSP Capital Management Group since 2004. Outside of his advisory role, he serves on the boards of several non-profit charitable institutions and participates in an investment club. TSP Capital Management Group provides discretionary and non-discretionary investment management services to individuals, trusts, estates, pension and profit-sharing plans, business entities, charitable organizations, and an investment club. The firm focuses on portfolio management, employing a mix of fundamental and technical analysis to tailor portfolios to client objectives, income needs, and tax considerations.

William Keefe is a financial advisor at McRae Capital Management Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with McRae Capital Management since 2016. Keefe serves as a director on the board of Old Point Financial Corporation, a community bank holding company, where he participates in management oversight and governance. McRae Capital Management provides discretionary investment management and financial planning for individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis and a long-term approach to high-quality securities, employing tailored strategies that consider income needs, tax factors, and risk profiles.

Peter Ostrowski is a Series 65-licensed advisor at Condor Capital Wealth Management with one year of industry experience. His prior work includes positions at First Capital Advisors Group, Bloomberg, and Kroll, as well as time associated with Rutgers University. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment management and financial planning services, utilizing a range of strategies including direct indexing and cryptocurrency exposure under human oversight, with a multi-office structure and distinctive marketing approach.

Leo Tropeano is a financial advisor with Tilson Financial Group Inc, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Tilson Financial Group since 1999 and at American Portfolios Financial Services, Inc. since 2012. Tropeano is also Co-President of Tropeano & McGrady PC, an accounting practice providing tax and accounting services, and serves as an independent insurance broker. Tilson Financial Group serves individuals, trusts, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory approach, focusing on globally diversified, multi-asset class portfolios primarily constructed with mutual funds and ETFs, and utilizes institutional custodial platforms alongside sub-advisory arrangements.

Benjamin Ostrove is a financial advisor with Personal CFO Solutions LLC, holding a Series 66 designation and 20 years of industry experience. He worked at Ayco from 2004 to 2017 before joining his current firm. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients with comprehensive financial planning, consulting, and discretionary portfolio management. The firm emphasizes longer-term allocations using mutual funds and ETFs, employs tactical short-term trades in limited cases, and combines an in-house wrap program with a third-party manager vetting process.

Joseph Okaly is a CFP® with 18 years of industry experience, currently affiliated with New Horizons Wealth Management. He has worked at World Investments, Inc. since 2008 and held roles at New Horizons Wealth Management, LLC from 2008 to 2022, and NHWM LLC since 2023. Outside of his advisory work, Okaly hosts the "Enjoy More 30s" family finance podcast and is the author of financial education resources targeted at middle-class families. New Horizons Wealth Management is an SEC-registered firm serving individual clients across income levels, including middle-class households, high-net-worth families, and businesses. The firm offers discretionary investment management and comprehensive financial planning, employing a portfolio approach based on modern portfolio theory that integrates both active and passive funds with occasional buffered ETFs for downside protection.

Chad Morganlander is a financial advisor at Washington Crossing Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Washington Crossing Advisors and Stifel since 2007. Washington Crossing Advisors provides investment management services primarily to high-net-worth individuals, defined benefit plans, investment companies, and other financial institutions. The firm offers value-oriented equity strategies, dividend-focused approaches, tactical ETF-based asset allocation, and blended balanced strategies, delivering models and discretionary management through wrap fee programs and model platforms.

Nina Shaw is a CFA charterholder and financial advisor at Leatherback Investments LLC with four years of industry experience. She previously worked at DBS Investment Advisers, LLC, Kyowa Kirin Inc., and Peoplelink. Outside of her advisory role, she owns and operates NS Consulting & Management LLC, providing written and analytic data to individuals and advisors. Leatherback Investments LLC serves high-net-worth individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients, focusing on broadly diversified, asset-allocation portfolios primarily using mutual funds and ETFs. The firm manages a concentrated portfolio of approximately $157 million across a small number of large institutional and family accounts.

Karina Sales Linehan is a financial advisor at SageBroadview Wealth Management, LLC with seven years of industry experience. She holds Series 63 and 65 licenses and has worked at SageBroadview since 2018, following prior roles at Northwestern Mutual and Jeffrey Buffum. SageBroadview Wealth Management provides wealth and portfolio management, financial and tax planning, and consulting services to individuals, including high-net-worth clients and early-career business leaders through its Young Professionals Program. The firm applies Modern Portfolio Theory with a long-term, buy-and-hold investment approach and integrates specialized planning such as stock option analysis and coordinated tax preparation.