John Papa is a financial advisor with Diversified Planning Strategies Advisors LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management and has been involved with Advanced Planning Strategies, doing business as Diversified Planning Strategies, since 1988. Outside of advisory roles, he is president of 1st Tee Investment Group LLC, a commercial building owner and manager. Diversified Planning Strategies Advisors LLC provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm manages approximately $98 million across three advisors and employs a model portfolio approach through third-party sub-advisers and multiple external model providers.

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.

Maryanne Mitchell is a financial advisor with Personal CFO Solutions LLC in Chester, NJ. She holds a Series 63 designation and has 28 years of industry experience, including 17 years at Mercer Allied Company, L.P. from 1999 to 2016. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides comprehensive financial planning, discretionary portfolio management, and 401(k) consulting, with an investment approach focused on longer-term allocations primarily using mutual funds and ETFs, supplemented by independent investment managers and tactical short-term trades when appropriate.

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.

Solomon Cherniak is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2016. Cherniak is also a licensed insurance producer with the same firm. Jeffrey Matthews Wealth Management, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm utilizes a variety of portfolio management strategies and third-party research tools, with clients having the option of discretionary or non-discretionary account management.

Kevin Caron is a CFA® charterholder with 32 years of industry experience. He has worked at Washington Crossing Advisors LLC and Stifel, Nicolaus & Company, Incorporated since 2007. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions offering wrap and model programs. The firm delivers value-oriented equity strategies, tactical ETF-based asset allocation, and other investment approaches through affiliated and unaffiliated platforms.

Volodymyr Stasenko is a CFP® with 17 years of industry experience, currently serving at Signet Financial Management, LLC since 2016. He previously worked at Summit Financial, LLC. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment approach that combines fundamental and quantitative analysis to construct diversified portfolios.

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.

David Vollmer is a CFA® charterholder with 22 years of industry experience. He has worked at Precision Financial Services since 2006 and at its affiliate PFS Partners, LLC since 2008. Outside of his advisory work, he is the owner of a fixed insurance business. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and allocations to independent managers, with an emphasis on incorporating cash as an asset class and cautious use of alternative funds.

Joseph Verile is a financial advisor at MRA Advisory Group in Parsippany, NJ, holding a Series 65 designation with eight years of industry experience. He has been with MRA Advisory Group since 2017 and previously worked at Ameriprise Financial Services. Outside of his advisory role, he provides consulting support to MRA Capital Partners, a private equity real estate fund focused on commercial projects in Florida. MRA Advisory Group offers wealth management and financial planning services to both retail and high-net-worth clients, managing discretionary and non-discretionary accounts with an emphasis on risk-based model portfolios. The firm provides a range of services including retirement planning, tax preparation through an affiliated CPA practice, and access to alternative investments and private equity for eligible clients.

Michael Prestifilippo is a CFP® professional with 18 years of industry experience, currently serving at WealthPlan Investment Management LLC. His prior roles include positions at Fidelity Investments and Securities America Inc, among others. He has worked extensively within the WealthPlan network, including WealthPlan Partners. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 investment professionals managing approximately $2.18 billion in assets across more than 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, retirement plan services, and employs model-based investment strategies utilizing mutual funds, ETFs, individual securities, alternatives, and private placements for accredited investors.

Ryan Tuttle is a financial advisor at Signet Financial Management, LLC with a Series 65 designation. He has been with Signet since 2023 and previously worked at the University of New Hampshire and St Joseph Regional High School. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary approach combining fundamental and quantitative analysis to construct diversified portfolios.

Rodd Berro is a CFP® professional with 10 years of industry experience. He has worked at Sports & Entertainment Investment Advisers, LLC from 2016 to 2024 and has been with Pegasus Group, LLC since 2001. Pegasus Group, LLC provides discretionary, fee-only investment advisory services primarily to individuals, high net worth individuals, trusts, estates, and business entities. The firm focuses on portfolio management for individual accounts and employs a sub-advisory arrangement with its affiliated SEC-registered adviser, Pegasus Asset Management, to implement investment strategies.

Jordan Kaufman is a CFP® and CFA® with 21 years of industry experience. He currently serves at Green Ridge Wealth Planning LLC, where he has worked since 2020, following roles at Advisory Services Network LLC, Oppenheimer, and Goldman Sachs & Co. Kaufman holds volunteer board positions with several nonprofit organizations, including West Bergen Mental Healthcare, The Ridgewood AM Rotary Club, and the Ridgewood High School Alumni Association. Green Ridge Wealth Planning LLC provides discretionary portfolio management, financial planning, and pension consulting to both high-net-worth and non-high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $383.8 million in discretionary assets using proprietary model portfolios and primarily invests in exchange-traded funds, stocks, bonds, and mutual funds.