Tanya Walliser is a CFP® and holds a Series 65 credential with 17 years of industry experience. She has been with Condor Capital Wealth Management since 2008. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting, utilizing fee-only investment programs that include individual equities, fixed income, mutual funds, ETFs, and private funds, with services supported by AI tools and a multi-office structure.

Jonathan Tomassi is a financial advisor at Star Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm follows a relationship-oriented process emphasizing fundamental analysis and offers portfolio management through proprietary Wrap fee programs.

Jeremy Suarez is a financial advisor at Tomoro LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Guardian Life and Park Avenue Securities. Suarez manages a small advisory team within Tomoro and is involved in managing his business's financial operations. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, and other entities. The firm employs fundamental analysis and a diversified mix of investment vehicles, pursuing long-term strategies with flexibility for shorter-term trades when appropriate.

Eric Sterner is a CFA® charterholder with six years of industry experience. He is currently with Apollon Financial, LLC and has held positions at Prudential and State Street. Apollon Financial, LLC is an SEC-registered advisory firm managing approximately $1.45 billion for individuals, families, businesses, and retirement plans. The firm combines centrally managed model strategies with advisor-led portfolios and utilizes tax-aware techniques alongside access to private and alternative investments.

Bryan Katz is a CFP® and ChFC® with 27 years of industry experience. He is a financial advisor at OMNI 360 Wealth, Inc., where he has worked since 2018. Prior to joining OMNI 360 Wealth, he held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual life insurance company. OMNI 360 Wealth, Inc. provides financial planning and investment management services to individuals, families, trusts, charitable organizations, businesses, and employee benefit plans. The firm employs a multi-advisor team approach, utilizing fundamental, technical, and cyclical analysis to build tailored portfolios while offering a range of services including treasury management and financial planning on various fee bases.

Anthony Uccio is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Geremia Financial Services in 2018, he worked at Barnes & Noble for eight years. 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, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic approach combined with bottom-up security selection and using options primarily for hedging.

Brenden Leese is a financial advisor with Novi Wealth Partners in Princeton, NJ, holding a Series 65 designation and six years of industry experience. He has worked at Novi Wealth Partners since 2019 and previously at Radnor Financial Advisors Inc. in 2018, as well as at Temple University from 2015 to 2018. Novi Wealth Partners provides comprehensive financial planning and discretionary investment management on a fee-only basis to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients. The firm’s investment process is asset-allocation first and planning-driven, emphasizing a passive core with intentional overweighting of small-cap and value equities and a focus on tax-sensitive asset location.

Nicholas Mango is a financial advisor at Condor Capital Wealth Management with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Condor Capital since 2016. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs with a range of strategies and employs AI tools to support adviser analysis while maintaining human oversight.

John Ryan III is a financial advisor with Glen Eagle Advisors, LLC in Kingston, NJ, holding Series 63 and Series 65 licenses with eight years at the firm and additional prior experience at CFT Securities, LLC and Quellos Capital Management LP. He has been affiliated with Glen Eagle since 2018. Glen Eagle Advisors provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a client-specific assessment approach using fundamental and technical analysis, generally favoring a buy-and-hold strategy supplemented by rebalancing and downside protection, and offers access to institutional strategies and alternative investments for qualified clients.

Marc Kane is a financial advisor at Atlas Private Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a Certified Public Accountant since 1999, operating his own accounting firm. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Daniel Rezhets is a financial advisor with Empire Financial Management Company, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Empire Financial Management and its affiliate, 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 portfolio reviews and may recommend outside managers or mutual funds.

Gary Sica is a financial advisor at Cynosure Portfolio Advisors LLC with 10 years of industry experience and a Series 65 designation. His prior work includes roles at The Cynosure Group, Ocean Avenue Management, Boston Private Wealth, and KLS Professional Advisors Group. He also serves as general counsel for Ocean Avenue Management, a family office. Cynosure Portfolio Advisors serves individual clients, primarily retail and non–high-net-worth individuals connected to its affiliate, The Cynosure Group. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, using a strategic asset allocation approach and access to a broad range of investment vehicles, including mutual funds, ETFs, and private investments.

Joseph Schreiner is a financial advisor at Princeton Global Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has been with Princeton Global since 2019. Prior to joining the firm, he worked at Bucknell University from 2015 to 2019. Princeton Global Asset Management provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm’s investment approach is based on fundamental analysis with attention to macroeconomic, currency, and geopolitical factors, and portfolios are customized to client-specific criteria including risk tolerance and tax considerations.

Frank Geremia is a financial advisor with Geremia Financial Services, LLC in Edison, NJ, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. In addition to his advisory work, he owns a mortgage brokerage that introduces clients to lenders. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management to a diverse client base including individuals, plans, trusts, and business entities. The firm manages approximately $132 million in discretionary assets and offers a proprietary wrap fee program that integrates portfolio management with brokerage services.

Morley Goldberg is a financial advisor at Dumont & Blake Investment Advisors LLC in Princeton, NJ, holding a Series 63 designation with 24 years of industry experience. He has been with Dumont & Blake since 2000. Dumont & Blake Investment Advisors provides discretionary and non-discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, and business entities. The firm manages equity, fixed income, and balanced portfolios, employing a multi-discipline equity framework along with ETF, dividend/yield, and tactical strategies.

Arthur Ernst is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Byrne Asset Management, LLC since 2006. Byrne Asset Management provides discretionary investment advisory services and financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis, offering customized portfolios and publicly discloses performance for certain strategies.

Michael Walliser is a Series 65-licensed advisor at Condor Capital Wealth Management with 14 years of industry experience. He has been with Condor Capital Management since 2011. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs alongside financial planning and consulting, employing a variety of investment vehicles and incorporating AI tools to support adviser analysis.

Ean Jaffe is a financial advisor at Condor Capital Wealth Management with two years of industry experience. He holds a Series 66 credential and previously worked at LPL Financial and Osaic. Before entering the financial services field, he spent five years at the University of California Riverside and seven years at Trader Joe’s. 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 services. The firm employs a fee-only investment approach using a variety of asset classes and integrates AI tools to support advisor analysis while maintaining human oversight.

Ryan Macwright is a CFP® with 18 years of industry experience. He joined Carnegie Lake Advisors LLC in 2024 after 17 years at Highlander Capital Management, LLC. Macwright has held roles managing hedge funds and related investment entities. Carnegie Lake Advisors LLC offers individualized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a tailored asset-allocation approach with active monitoring and utilizes fundamental, qualitative, and cyclical analysis methods.

Richard Martino is a financial advisor at Carnegie Lake Advisors LLC in Princeton, NJ, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked for Highlander Capital Management, LLC and Highlander Capital Group, Inc. for over three decades before joining Carnegie Lake Advisors. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to a range of clients, including individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a tailored asset-allocation approach featuring continuous monitoring and periodic rebalancing, utilizing fundamental, qualitative, and cyclical analysis methods.