Pasquale Recupido is a CFP® with six years of industry experience, currently serving as an advisor at New Horizons Wealth Management. He has previously worked at Bank of America and Merrill and is also active with TFS Securities, Inc. Outside of advisory work, he is involved as an insurance producer through TFS Insurance Agency. New Horizons Wealth Management is an SEC-registered firm that provides discretionary investment management and financial planning to a diverse client base, including middle-class households, high-net-worth individuals, multi-generational families, and businesses. The firm employs a portfolio management approach based on modern portfolio theory, integrating both active and passive funds alongside financial planning tailored to clients’ objectives and risk tolerance.

Gerard Mcgeough is a financial advisor at Chatham Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chatham Wealth Management since 2017. His prior experience includes roles at O'Neil Securities, Incorporated, and William O'Neil + Company, each since 2016. Chatham Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm employs fundamental, technical, and cyclical analysis to build tailored portfolios and utilizes derivatives such as options and structured products in managed accounts.

Cary Schwartz is a financial advisor at Blackhill Capital, Inc. with 13 years of industry experience. He has been with Blackhill Capital since 1988. Blackhill Capital serves high net worth individuals, family groups, trusts, and charitable organizations with discretionary portfolio management tailored to clients’ assets, income, obligations, and risk tolerance. The firm employs a conservative, value-oriented equity strategy focused on larger-cap, globally oriented companies and manages nearly $2 billion with a small advisory team.

Gregory Nardolillo is an investment advisor with Aurora Private Wealth, Inc. and holds Series 63 and Series 66 licenses, with 33 years of industry experience. He has worked at firms including Summit Financial, LLC, Feltz Wealthplan, and LPL Financial. Outside of advisory roles, he owns Nardolillo Wealth Advantage, Inc. and serves as a brand ambassador for Kalo Brands, LLC. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm manages approximately $374 million in assets through a team of 18 advisors, offering financial planning and both discretionary and non-discretionary investment management using a variety of strategies and third-party platforms.

John Moynihan is a CFP® with 24 years of industry experience. He is currently with Accretive Wealth Partners, LLC, where he has worked for one year following a 20-year tenure at Waterstone Wealth Advisors, LLC. Moynihan holds a Series 63 license and is based in Parsippany, NJ. Accretive Wealth Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a long-term investment approach combining fundamental and technical analysis, with portfolio construction that may include mutual funds, ETFs, individual securities, and options.

Eric Furey is a CFP®, CFA®, and Series 65 registered advisor with 16 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously at Regent Atlantic for ten years. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to a diverse client base including individuals, trusts, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, stocks, bonds, and options.

Donald Weir Jr. is a financial advisor at Covenant Asset Management, LLC in Chester, NJ, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Covenant Asset Management since 2010. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations, offering discretionary and non-discretionary portfolio management along with financial planning and retirement-plan advisory services. The firm employs a thematic, growth-at-a-reasonable-price (GARP) investment approach combined with dividend appreciation, fundamental and technical analysis, and a fixed-income laddering strategy.

Ethan Kraft is a financial advisor at Precision Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Prime Pensions Inc. and Leigh Baldwin & Co., LLC. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes mutual funds, ETFs, individual equities, fixed income, options strategies, and allocations to independent managers and private investment funds.

John Guarino is a CFA® charterholder with 13 years of industry experience. He has been with Covenant Asset Management, LLC since 1999. Outside of his advisory role, he is a managing member and 50% owner of Covenant Real Estate Ventures, LLC, a business involved in real property management. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations, offering discretionary and non-discretionary portfolio management along with financial planning and retirement-plan advisory services. The firm employs thematic, growth-at-a-reasonable-price strategies combined with dividend appreciation, fundamental and technical analysis, tax efficiency, and fixed-income laddering.

Georges Boyer is a financial advisor with Wellington Shields & Co., LLC in Peapack, NJ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Wellington Shields & Co. since 2009 and has also worked at H. G. Wellington & Co., Inc. since 1998. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and uses a range of investment methods, including fundamental and technical analysis, options strategies, and third-party manager selection.

Justin Forik is a financial advisor with Personal CFO Solutions LLC in Chester, NJ. He holds a Series 65 designation and has eight years of industry experience. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients, offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm emphasizes fiduciary planning with regular client reviews and uses a variety of investment tools including independent manager allocations and tactical short-term trading.

Anthony Lupo is a CFP® professional with four years of industry experience, currently serving at Tilson Financial Group Inc in New Providence, NJ. He has been with Tilson Financial Group since 2010, contributing to a team of eight advisors. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, multi-asset class portfolios primarily constructed with mutual funds and ETFs, with asset allocation, diversification, and rebalancing as core elements.

Fahmin Fardous is a CFP® professional with three years of industry experience, currently serving as an advisor at Zenith Wealth Partners. He previously worked at PNC Bank for 12 years and held roles at Securities America, Inc. and Zenith Solutions, Inc. Outside of his advisory work, he manages investment property ownership responsibilities. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm employs a combination of active and passive investment strategies and offers services including estate and tax planning, private investment sourcing, and capital-raising support.

John Farrell is a CFA® charterholder at Cary Street Partners Asset Management with four years of industry experience. He has worked at Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC since 2021. Prior to his advisory roles, he was employed by Independence Constructors and has an academic background from Bates College. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services to a broad client base that includes individuals, high-net-worth clients, and various institutional entities. The firm employs a combination of quantitative asset allocation and qualitative fundamental analysis to manage portfolios, and it also serves as investment adviser to a proprietary actively managed ETF.

Matthew Battipaglia is a financial advisor at Washington Crossing Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Stifel since 2011. Outside of finance, he is a general partner in Mac's Tavern, a bar and restaurant in Philadelphia. Washington Crossing Advisors provides investment management primarily to high-net-worth individuals, defined benefit plans, investment companies, and financial institutions, specializing in value-oriented equity strategies, bond ladders, tactical ETF allocation, and balanced income strategies.

Daniel Divizio is a CFP® and Series 65 credentialed advisor at Signet Financial Management, LLC with 11 years of industry experience. He has worked at Signet Financial Management since 2015 and more recently at Summit Financial, LLC. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary wealth management, portfolio management, financial planning, and advisory services. The firm employs a disciplined, evidence-based investment approach that combines fundamental and quantitative analysis, utilizing diversified portfolios with options for tactical rebalancing and third-party manager integrations.

Marcella Finkel is a financial advisor at Blackhill Capital, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses with five years of industry experience. She has been with Blackhill Capital since 2018 and previously worked at CO9 Design. Blackhill Capital serves high net worth individuals, family groups, trusts, and charitable organizations with discretionary portfolio management tailored to clients’ assets, income, obligations, and risk tolerance. The firm employs a conservative, value-oriented equity strategy focused on large-cap, globally oriented companies with an emphasis on after-tax long-term appreciation and low turnover.

Timothy Rowe is an investment advisor with Covenant Asset Management, LLC, holding a Series 63 designation and over 21 years of industry experience. He has worked with Comprehensive Capital Management, Inc. and Comprehensive Asset Management and Servicing, Inc. since the early 2000s. Outside of his advisory role, Mr. Rowe is a managing member and 50% owner of Covenant Real Estate Ventures, LLC, which focuses on real property management. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a thematic, growth-at-a-reasonable-price strategy combined with dividend appreciation and uses options strategies for downside protection and income enhancement.

Peter Boockvar is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bleakley Financial Group, Private Advisor Group, Advisory Services Network, and The Lindsey Group. He is the owner and Chief Analyst of The Boock Report, an economic research blog he started in 2017. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing the majority of client assets on a discretionary basis.

Daniel Ballister is a CFP® professional with 17 years of industry experience. He is currently with Creative Financial Designs, Inc., where he has worked since 2022. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities Inc. Ballister also maintains a licensed insurance agent position covering various lines, including life, health, and fixed annuities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and modular financial planning. The firm’s investment approach incorporates asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.