David Gorman is a financial advisor with Precision Financial Services and holds a Series 66 designation. He has 18 years of industry experience and has been associated with Leigh Baldwin & Co., LLC since 2015 and PFS Partners, LLC since 2013. Outside of his advisory work, he serves as a coach at the Randolph YMCA. 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 employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, and options, and incorporates third-party managers and private funds following due diligence.

Timothy Urie is a financial advisor at Legacy Edge Advisors with 27 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and 66. His prior experience includes roles at WealthShield Partners, Orbis Wealth, Tiaa, TD Wealth Management Services, and Ameriprise. Urie is also an independent licensed insurance agent. Legacy Edge Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and trusts. The firm uses a combination of fundamental, quantitative, and technical analysis to guide investment decisions and offers both one-time financial plans and ongoing asset management.

Victoria Sullivan is a financial advisor at New Horizons Wealth Management with 13 years of industry experience. She holds the Series 65 designation and has worked at several firms, including Dempsey Lord Smith, LLC and Cabot Lodge Securities LLC. New Horizons Wealth Management is an SEC-registered advisory firm that offers discretionary investment management and comprehensive financial planning to individual clients across income levels, as well as corporations and businesses. The firm uses a process based on modern portfolio theory, combining active and passive funds with occasional buffered ETFs to manage risk, and integrates financial planning into its client relationships.

Andrew Koltunowicz is a financial advisor with Paradigm Investment Advisory, LLC and holds Series 65 and Series 66 licenses. He has 14 years of industry experience, including roles at Macquarie Investment Management Business Trust, Delaware Investments, and Lord, Abbett & Co. LLC. Paradigm Investment Advisory, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, and businesses. The firm emphasizes customized, primarily discretionary portfolio management with a long-term focus, incorporating institutional funds, ETFs, equities, fixed income, and third-party managers.

David Boak is a Certified Financial Planner® with 19 years of experience in the financial services industry. He currently works at Wiss Private Client Advisors, LLC and previously held positions at Fidelity Investments for a combined 13 years. Wiss Private Client Advisors is a team of ten advisors managing approximately $1.2 billion in assets, serving high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis to tailor portfolios across mutual funds, ETFs, individual securities, and Independent Managers, with services that include discretionary portfolio management and financial planning.

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.

Luke Rich is a financial advisor at Wiss Private Client Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Delaware and Ridge High School. Wiss Private Client Advisors, LLC manages approximately $810 million for individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, investment management, and consulting services, employing a mix of fundamental and technical analysis across various asset classes and strategies.

Peter Dizdar is an investment advisor representative 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, TrueNorth Financial Solutions, Equity Services Inc, AXA Advisors, and Equitable Advisors. He serves as Vice President of the Association for Croatian American Professionals, where he helps organize social events to promote chapter awareness. Palumbo Wealth Management provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, fundamentals-driven investment approach complemented by tactical tools and offers both in-house and third-party execution and oversight solutions.

Jessica Weaver is a CFP® with 16 years of industry experience and is currently part of The Wealth Boutique team in Chester, NJ. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Foran Financial Group. She is also an author of faith-based financial literature and runs a related educational course called Money Ministries. The Wealth Boutique is an SEC-registered advisory team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management through a goals-based approach that incorporates fundamental and technical analysis, utilizing third-party asset managers and custodial platform services.

Tara Recupido is a financial advisor at New Horizons Wealth Management with 23 years of industry experience. She holds a Series 66 license and has been with New Horizons in various capacities since 2003. Outside of her advisory work, she is also a Zumba instructor in Denville, NJ. New Horizons Wealth Management is an SEC-registered firm that provides discretionary investment management and comprehensive financial planning to individual clients across income levels, as well as corporations and businesses. The firm employs a small advisory team and uses a portfolio approach combining active and passive funds, with integrated financial planning aligned to clients’ objectives and risk tolerance.

Destiny Couter is a financial advisor at The Wealth Boutique with a Series 65 designation and one year of industry experience. Before joining The Wealth Boutique, Destiny worked at CreativeOne Wealth, LLC, Money Mavens, and several other firms across different sectors. The Wealth Boutique provides financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, as well as trusts and select institutions. The firm employs a goals-based, holistic approach that incorporates fundamental and technical analysis to tailor asset allocation and tax- and estate-aware recommendations, managing approximately $120.8 million for around 317 clients through a team of seven advisors.

Andre Rapoport is a CFP® professional with four years of industry experience, currently serving at IBEX Wealth Advisors, LLC. Prior to joining IBEX in 2022, he held roles at CrossCountry Mortgage, LLC and 42 Growth Strategies. He also has a background in education with experience at Ramapo College of New Jersey and Livingston NJ Public Schools. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis utilizing both long- and short-term strategies, including derivatives and structured products, managing portfolios on a discretionary basis with a distinctive approach to client solutions.

Hans Taenzer is a financial advisor with Alliance Wealth Management Group, LLC, holding a Series 65 designation and 19 years of industry experience. He was previously the sole member of Hans J. Taenzer, CPA, LLC, where he provided tax preparation, tax planning, and fiduciary services for 18 years. Alliance Wealth Management Group serves individual and high-net-worth clients, trusts, pension plans, and businesses with discretionary wealth management, investment consulting, and standalone financial planning. The firm employs fundamental analysis and Modern Portfolio Theory in its asset-allocation approach, tailoring portfolios to client risk tolerance and conducting regular reviews.

Keith Tucholski is a CFP® professional with 23 years of industry experience, currently serving at Hamel Associates, Inc. since 2002. He holds Series 63 and Series 65 licenses and operates out of Chatham, NJ. Hamel Associates, Inc. is a wealth management firm that primarily serves high-net-worth individuals, offering investment management, financial planning, and tax preparation services. The firm follows a value-oriented investment approach focused on large-cap dividend-paying stocks and investment-grade fixed income, and it manages both discretionary and non-discretionary accounts.

Matthew Rubin is a financial advisor at Cary Street Partners Asset Management with 16 years of industry experience. He holds the Series 63 designation and has previously worked at Anchorcove Capital LLC and Matrix Private Capital Group. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting primarily to other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm utilizes both quantitative model portfolios and qualitative fundamental approaches in managing assets and offers services including wrap fee program strategies, sub-advisory roles, and management of a registered ETF.

Derek Wittjohann is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2010 to 2023 before joining Premier Path Wealth Partners, LLC in 2023. Derek is based in Madison, NJ, and is part of a four-advisor team at Premier Path. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a combined fundamental, technical, and quantitative investment approach and utilizes third-party platforms and managers to support client strategies.

Patrick Nolan is a financial advisor at Personal CFO Solutions LLC with 24 years of industry experience. He has been with Personal CFO Solutions since 2011 and previously worked for nine years at Goldman Sachs Wealth Services. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients, offering comprehensive financial planning and discretionary portfolio management with an emphasis on long-term investment strategies supplemented by tactical short-term trading. The firm utilizes detailed suitability assessments, regular client reviews, and a formal investment committee process for manager selection.

Brandon Sisk is a financial advisor at Green Ridge Wealth Planning LLC with two years of industry experience. He holds a Series 65 designation and has worked at Green Ridge Wealth Planning since 2021. Prior to that, he was employed at Cross Country Mortgage for one year. Green Ridge Wealth Planning LLC offers discretionary portfolio management, financial planning, and pension consulting services to individual clients and pension and profit-sharing plans. The firm manages approximately $383.8 million in discretionary assets and primarily invests in exchange-traded funds, stocks, bonds, and mutual funds using firm-developed model portfolios and discretionary authority.

Joseph Barrios is a financial advisor at Heritage Financial Counselors, LLC with a Series 65 designation and nine years of industry experience. His work history includes roles at Fiduciary Trust Company International, The Fortez Group, and a position at the University at Buffalo. Heritage Financial Counselors serves individuals, couples, families, and high-net-worth clients with comprehensive financial planning and investment management. The firm uses an integrated five-step planning process and primarily invests in exchange-traded funds and low-cost mutual funds, delivering advice mainly on a non-discretionary basis with client consent required for transactions.