Gregory Guenther is a financial advisor at GRANTvest Financial Group LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GRANTvest since 2020 and Calton & Associates since 2013. Outside of advisory services, he is an insurance agent involved in the sale of disability and voluntary benefits. GRANTvest Financial Group provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm focuses on discretionary portfolio management primarily using diversified exchange-traded funds, with investment decisions tailored to client objectives and risk tolerance.

Matthew Sottile is a financial advisor with Bravias Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at David Lerner, LLC for 14 years before joining Bravias Financial in 2018. Outside of his advisory role, Mr. Sottile owns Wall Street Chef, a catering and private chef business, and is President of Cor8Life, a company focused on organic food products and recipe testing. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm uses a model portfolio approach tailored to clients’ risk tolerance and includes access to a broad range of asset classes.

Robert Voccola is a CFA® charterholder with 10 years of industry experience. He has worked at Investment Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and MDX Wealth Management. 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 a focus on value investing, utilizing a range of strategies including tactical asset allocation, derivatives, and allocations to various fund types and independent managers.

Liana Barone is a financial advisor at Herold Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations.

Keith Lindberg is a financial advisor at Freedom Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 3D/L Capital Management, LLC and 3D Asset Management Inc., as well as operating Keith Lindberg Associates since 1996. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic investment approaches, combining passive asset-class index funds and ETFs to construct diversified portfolios and manage risk.

Adam Sussman is a financial advisor at Bravias Financial with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bravias Capital Group since 2017, following four years at 180 South Group. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, providing discretionary investment management and financial planning. The firm manages approximately $181 million in assets across 400 client relationships, using a model portfolio approach that incorporates various asset classes and includes financial planning as part of its investment management services.

Robert Waas is a financial advisor at RSW Investments with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RSW Investments and its related entities since 2005. 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, using credit research, yield-curve targeting, and duration management across three core mandates.

Lauren Siewert is a financial advisor at Mountain Hill Investment Partners with four years of industry experience. She holds a Series 65 designation and has been with Mountain Hill Investment Partners since 2019, following a decade at The Siegfried Group. Mountain Hill Investment Partners is a boutique family-office style registered investment adviser serving families, individuals, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm manages approximately $360 million in client assets and constructs portfolios in-house using a combination of fundamental and technical analysis, asset allocation, and option strategies.

George Drawbaugh is a financial advisor with Grantvest Financial Group LLC, holding Series 65 and Series 63 licenses and 28 years of industry experience. His prior roles include positions at LifeMark Securities Corp., Securities America Inc., and he has operated Drawbaugh Financial, LLC and College Funding Associates, LLC for multiple years. Outside of his advisory work, he is involved in providing workshops and services that assist families with college planning. Grantvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in client assets and constructs diversified, ETF-focused portfolios tailored to client goals using fundamental and technical analysis with periodic rebalancing.

Peter Dizdar is a financial advisor with Palumbo Wealth Management LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Private Client Services, LLC, TrueNorth Financial Solutions, AXA Advisors, and INVEST Financial Corp. He serves as vice president of the Association for Croatian American Professionals, organizing social events for the New York chapter. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages approximately $543 million and employs a primarily long-term, fiduciary investment approach with a small advisory team.

Gregg Abella is a financial advisor at Investment Partners Asset Management with 27 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to his current role, he spent 17 years at T.R. Winston & Company, LLC. Investment Partners Asset Management provides discretionary and non-discretionary investment management and retirement plan consulting to individuals, business entities, trusts, estates, and pension or profit-sharing plans. The firm employs a range of investment strategies across equities, fixed income, mutual funds, ETFs, and more complex instruments, with a generally value-oriented approach.

James Colitsas is a financial advisor with OMNI 360 Wealth, Inc. in Plainsboro, NJ, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Princeton Financial Group, LLC and OMNI 360 Wealth, Inc. since 2012, and previously at Thomas Colitsas & Associates, P.A. from 1999 to 2018. Outside of his advisory role, he is the owner and proprietor of Princeton Financial Group, LLC and a managing partner at Thomas Colitsas & Associates, P.A. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm uses fundamental, technical, and cyclical analysis to guide asset allocation and security selection, emphasizing diversification and alignment with client goals and risk tolerances, and integrates related services including tax, accounting, and estate planning under one operational structure.

Keith Tucholski is a CFP® with 23 years of industry experience, serving as an advisor at Hamel Associates, Inc. since 2002. He holds Series 63 and Series 65 licenses and is based in Chatham, NJ. Hamel Associates, Inc. is a fiduciary wealth management firm that serves high-net-worth individuals, corporations, pension plans, and foundations. The firm employs a value-oriented equity approach, incorporating dividend-paying large-cap stocks and investment-grade fixed income, and offers alternative investments and authorized use of derivatives and margin for very high-net-worth clients.

Matthew Rubin is a financial advisor at Cary Street Partners Asset Management with 16 years of industry experience. He previously worked at Anchorcove Capital LLC and Matrix Private Capital Group. He holds a Series 63 designation. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services primarily through registered investment adviser platforms and wrap programs. The firm serves a broad client base including individuals, high-net-worth clients, and institutional investors, offering both model portfolios combining quantitative asset allocation with manager research, and separately managed accounts based on fundamental analysis.

John Campise is a financial advisor with TKG Wealth Advisers LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Park Ave Securities and Guardian Life Insurance. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and maintains operational ties to an affiliated accounting practice, providing combined service offerings.

Judith Lutzy is a CFP® with 37 years of industry experience, currently serving at Tilson Financial Group Inc. and American Portfolios Financial Services Inc. She holds Series 63 and Series 66 licenses. In addition to her advisory work, she is an independent insurance broker for various companies. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and businesses by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, multi-asset class portfolios primarily composed of mutual funds and ETFs.

Robert Moskowitz is a financial advisor at Chatham Wealth Management with five years of industry experience. He holds the Series 65 and Series 63 licenses and has prior experience at Prudential Investment Management Services LLC and PGIM Investments, LLC. Chatham Wealth Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and pension/profit-sharing plans, using fundamental, technical, and cyclical analysis. The firm employs derivatives, including options and structured products, in client portfolios and manages a multi-hundred-million dollar asset base with a small advisory team.

Robert Russo is a financial advisor with TKG Wealth Advisers LLC, holding the CFP® and PFS™ designations and possessing 32 years of industry experience. His prior roles include positions at RMR Wealth Builders, Inc., Calton & Associates, Inc., and Koenig, Russo & Associates. Outside of advisory work, he is involved as a board member and treasurer for the September 11th National Memorial Trail Alliance and provides accounting services for the From Tessa With Love Foundation, Inc. TKG Wealth Advisers LLC is a New Jersey-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, families, businesses, and plan sponsors, managing approximately $102 million in client assets. The firm integrates investment management with affiliated accounting services and utilizes co‑advisory arrangements and third-party manager research to customize diversified portfolios.

Carol Cho is a financial advisor at IRC Wealth with 10 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining IRC Wealth in 2022, she worked at NYLIFE Securities LLC and New York Life from 2015 to 2022. IRC Wealth provides financial planning and both discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios using a disciplined investment process that combines technical and fundamental analysis with proprietary screening criteria.

Robert Tilson is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Tilson Financial Group, Inc. and American Portfolios Financial Services, Inc. since 2016. Tilson serves as an investment adviser representative, managing client assets and preparing financial plans. Tilson Financial Group, Inc. serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities with 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, along with institutional custodial platforms for reporting and rebalancing.