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.

Ronald Ciancimino is a financial advisor at Empire Financial Management Company, LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. He has been with Empire Asset Management Company since 2013. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities. The firm’s investment approach includes client-specific asset allocation across various asset classes and strategies, with services tailored to client objectives and constraints.

Robert Morgan is a financial advisor at WBI Investments, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Millington Securities, Inc. and Cowen and Company, LLC. WBI Investments is a fee-only, SEC-registered investment manager serving individuals, institutional clients, and charitable organizations. The firm employs proprietary multi-factor security-selection models combined with active risk management and offers a range of portfolio management solutions including separately managed accounts and advisor-facing optimization programs.

Wendy Adler is a Certified Financial Planner® with 17 years of industry experience. She is currently with Buckman Advisory Group LLC and has held prior roles at LRI LLC dba Lindberg & Ripple, M Holdings Securities, Inc., TD Ameritrade Inc., and Merrill. Outside of her advisory work, she is involved with WBA Management, LLC, a small business marketing consulting firm. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis and uses various investment vehicles, including mutual funds, equities, bonds, and ETFs, with management typically conducted on a discretionary basis.

Louis Rettino is a financial advisor at Lighthouse Financial Advisors, Inc. in Red Bank, NJ, holding Series 65 and Series 63 licenses with approximately eight years of industry experience. His prior roles include positions at Amherst Pierpont Securities LLC and The Susquehanna International Group of Companies. Lighthouse Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, retirement plan consulting, and tax preparation services. The firm typically allocates investments among mutual funds, ETFs, individual equities, bonds, and cash, managing most of its assets on a non-discretionary basis and using a negotiated fixed retainer fee structure.

Daniel Lombardozzi is a financial advisor with Paradigm Wealth Advisory LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Garden State Securities, Inc., First Allied Advisory Services, INC., and First Allied Securities, INC. He is also involved with Perennial Planning Partners LLC and Awaye Realty in roles related to insurance and mortgage services. Paradigm Wealth Advisory LLC provides investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, fundamental investment approach, utilizing institutional mutual funds, ETFs, and individual securities tailored to clients’ accumulation or retirement needs.

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.

Alexander Smit is a CFP® professional with six years of industry experience, currently serving at Withum Wealth Management. His prior work includes roles at Pinnacle Associates, Ltd and BDO, USA. At Withum Wealth Management, he is part of a two-advisor team based in Red Bank, NJ. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, and various plan sponsors. The firm employs a goals-based investment process with tax optimization and offers an Integrated Wealth Management platform for clients with over $2 million, combining investment management with comprehensive wealth planning and related advisory services.

Craig Cummings is a CFP®-designated financial advisor with 35 years of industry experience, currently serving at BCS Private Wealth Management since 2018. Prior to joining BCS, he worked at Cantor Fitzgerald & Co. for 24 years. Outside of his advisory role, he is president of RRRAJ LLC, which distributes a daily newsletter. BCS Private Wealth Management serves individuals, corporations, and pooled investment vehicles by providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets using a combination of charting, fundamental, and technical analysis, with a capacity for active trading when appropriate.

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.

William McNamara is a financial advisor with Salvus Wealth Management, LLC, holding a Series 65 designation and 17 years of industry experience. He has worked with several firms, including Woolston Jensen and McNamara, where he is a partner involved in tax preparation and planning. His career history also includes positions at Woolston Consulting Group, The Curchin Group, C & G Financial, and Cowan, Gunteski & Co. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and businesses with customized portfolios that align with clients' objectives and risk profiles. The firm combines fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary investment management alongside financial planning and retirement consulting services.

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.

Carl Basile Jr. is a financial advisor with Empire Financial Management Company, LLC, holding a Series 63 designation and 33 years of industry experience. He has been with Empire Financial Management Company and Empire Asset Management Company since 2016. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with periodic account reviews and the ability to incorporate options, derivatives, and other strategies.

Lena Cazabat is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving at Atlas Private Wealth Advisors since 2016. She also maintains a long-standing affiliation with LPL Financial, where she has worked since 2013. Lena is involved with The Money Honey LLC, a business entity focused on tax and investment purposes. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets and employs a range of investment strategies across LPL Financial-sponsored platforms.

Grace Gallagher is a Series 65 licensed advisor at Zynergy Retirement Planning with two years of industry experience. She has been with Zynergy since 2023 and previously worked at Endless SUP Company. Zynergy Retirement Planning is a fee-only advisory serving individuals and couples near retirement, offering financial planning, discretionary asset management, and integrated tax services. The firm emphasizes diversified, low-cost portfolios primarily made up of index mutual funds and ETFs, combining investment management with bundled tax and estate planning services.

Ron Adelstein is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Colorado Financial Service Corporation since 2012. Outside of his advisory role, he is the owner of RGA Wealth Management Inc. and is involved part-time in an insurance-related business. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, managing accounts on a discretionary or non-discretionary basis without relying on proprietary investment programs.

Harry Buckman is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Buckman Advisory Group LLC since 2004 and has been affiliated with Buckman, Buckman & Reid, Inc. since 1994. Outside of his advisory role, he owns an insurance business, Buckman Capital LLC, and is involved in real estate partnerships. Buckman Advisory Group LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $236 million across about 814 client relationships, using a strategic asset-allocation process and primarily investing in mutual funds, equities, bonds, and ETFs.