Anna Christakos is a financial advisor at Westfield Wealth Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has a longstanding career that includes ownership of Christakos & Co., PC, a CPA firm specializing in tax preparation, accounting, and bookkeeping since 1988. She is also active in real estate sales as an associate with Century 21. Westfield Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm employs tailored asset allocations and a combination of fundamental, cyclical, and technical analysis, emphasizing long-term strategies while maintaining flexibility for short-term trading when appropriate.

Andrew Christakos is a financial advisor at Westfield Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Christakos Financial Group DBA Marketing and Christakos & Co., Pc, accounting and financial services firms, since 2010 and 2015 respectively. Westfield Wealth Management provides investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm tailors asset allocations using a blend of fundamental, technical, cyclical, and charting analyses and offers services on both discretionary and non-discretionary bases.

Marjorie Netkin is a financial advisor with Woodstock Wealth Management, Inc. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Her prior work includes roles at Woodstock Financial Group, Inc. and St Bernard Financial Services. She serves as president and majority owner of Edgewood Financial Group, which operates branch offices for her affiliated firms. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million in assets and offers tailored investment strategies, including a performance-based fee program benchmarked to the SPDR S&P 500 ETF.

Jeanette Lucas is a CFP® professional with 17 years of industry experience, currently serving at Condor Capital Wealth Management since 2005. She holds a Series 65 license and works out of Martinsville, NJ. Condor Capital Wealth Management serves a diverse client base including individuals, high-net-worth clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm delivers fee-only investment management, financial planning, and consulting services, utilizing a range of strategies such as direct indexing, cryptocurrency exposure through ETFs or third-party managers, and employs AI tools to support adviser analysis.

John Naphor is a financial advisor at Paradigm Investment Advisory, LLC with 35 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and INVEST Financial Corp. Outside of advising, he is also an author. Paradigm Investment Advisory provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term investment strategies grounded in fundamental analysis and constructs customized portfolios using institutional mutual funds, ETFs, individual equities, and bonds.

David Hall is a financial advisor at Woodstock Wealth Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup for seven years before joining Woodstock in 2020. Hall also operates as a sole proprietor selling non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million in assets and offers tailored investment strategies, including a distinctive performance-based fee program tied to capital appreciation relative to the SPDR S&P 500 ETF.

Devang Patel is a CFP® professional with 24 years of experience in financial advising. He is currently with Virtus Wealth Solutions and previously worked at Commonwealth Financial Network and Mass Mutual Investors Services. Outside of his advisory work, he is a general partner in a film production venture, Chyna Project Partners. Virtus Wealth Solutions provides financial planning and asset management services to individual investors, pension plans, charitable organizations, and corporations. The firm offers discretionary portfolio management and comprehensive planning using a range of investment options and operates both fee-for-service and managed account programs.

David Stanley is a financial advisor with Aegis Wealth Management, Inc. in Grandville, MI. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked in various positions including licensed life insurance agent and roles in construction and hospitality. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers.

Daniel Long is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mendham Capital Management, Inc. He has worked with Raymond James Financial Services since 2016. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities, focusing on written financial plans, modular consulting, and specialized support such as cost-basis accounting and paperwork related to divorce and estate administration. The firm employs an hourly and fixed-fee model rather than discretionary portfolio management, offering educational seminars and coordinating with clients' other professional advisers.

Frank Abella Jr. is a financial advisor with Investment Partners Asset Management in Metuchen, NJ, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Investment Partners Asset Management since 1999 and previously worked for T.R. Winston & Company, LLC for 17 years. He is also involved with Investment Partners Group and Subsidiaries, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing, using strategies such as tactical asset allocation, derivatives, and allocations to mutual funds, ETFs, and private funds.

Lee Clay is a financial advisor at Regatta Capital Group, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Regatta Capital Group since 2018. Prior to that, he was self-employed for ten years. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach to portfolio construction and offers a range of services including wealth management, retirement plan advisory, estate-document generation, and digital-asset account facilitation.

Stephen McGahran is a financial advisor at Bravias Financial with 21 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Oppenheimer, Morgan Stanley, Axa Advisors, and Equitable Advisors. He is also a 10% partner in Cavallino Racing LLC, a passive business interest. Bravias Financial serves individual and high-net-worth clients by providing discretionary investment management and financial planning services, often combining both at no additional charge. The firm uses a risk-assessment process to allocate clients into model portfolios comprising a mix of securities, mutual funds, ETFs, and other instruments, with continuous monitoring and customization options.

Daniel Moskowitz is a CFP® with 15 years of industry experience and has been with Chatham Wealth Management since 2000. He holds a Series 63 license and is based in Chatham, NJ. Chatham Wealth Management is a four-advisor team managing approximately $601 million in discretionary assets, serving individuals, high-net-worth investors, trusts, corporations, and retirement plans. The firm offers tailored portfolio management that includes a range of instruments such as options and structured derivatives, with ongoing monitoring conducted under discretionary authority.

Michael McGrady is a CFP® professional with 25 years of industry experience, currently affiliated with Tilson Financial Group Inc. He has worked at Tilson Financial Group since 1999 and has been with American Portfolios Financial Services INC since 2012. McGrady is also a co-president of the accounting firm Tropeano & McGrady, P.C., providing accounting and tax services alongside his financial advisory work. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm employs a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers.

Peter Ostensen is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and two years of industry experience. Prior to joining Geremia Financial Services, he worked at Fairfield University and Xaverian High School. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic framework combined with bottom-up security selection, and uses options primarily for hedging within a wrap fee program structure.

Daniel Hayes is a financial advisor at Argos Wealth Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bessemer Trust Company, N.A. for 21 years. Hayes is a limited partner in a restaurant business, Eatdrinknj LLC, located in Milburn, NJ. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation approach and integrates financial planning into portfolio management, employing a variety of investment vehicles and third-party managers tailored to client needs.

Kerry Mellott is a financial advisor with Mendham Capital Management, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at Mendham Capital Management since 2014, with prior experience at International Advisory Consultants Inc. and Raymond James Financial. Mendham Capital Management provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities, focusing on written financial plans, modular consulting, and cost-basis accounting. The firm delivers advice primarily through hourly and flat-fee engagements and offers no-charge educational seminars.

Matthew Werner is a CFA® charterholder with seven years of industry experience. He has worked at RSW Investments and its affiliated entities since 2017, including RSW Investments Holdings, LLC. RSW Investments manages municipal fixed-income portfolios for individual and institutional clients, primarily through financial intermediaries and wrap-fee program sponsors. The firm focuses on municipal bond strategies emphasizing after-tax total return, employing credit research and duration management across three core mandates.

Joseph Mcclellan is a financial advisor at WealthPLAN Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securities America Inc., LPL Financial, and Equitable Advisors. In addition to his advisory role, he maintains a New Jersey insurance producer license authorizing him to write life insurance and variable annuities. WealthPLAN Partners provides investment management, financial planning, and retirement-plan consulting to individual and institutional clients. The firm emphasizes strategy diversification, combining mutual funds, ETFs, individual securities, and alternative strategies to tailor portfolios to client objectives and risk tolerance.

James Maher is a financial advisor at WJL Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at Renaissance Reinsurance US Inc and Columbia University. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passively managed funds and integrates tax planning within its service model.