Nancy Mulvey is a CFP® professional with 11 years of industry experience. She has been with Heritage Financial Counselors, LLC since 2017 and also maintains a role at LPL Financial, LLC since 2012. Heritage Financial Counselors serves individuals, couples, and families, including high-net-worth clients, providing comprehensive financial planning, investment management, and consulting. The firm’s investment advice is tailored to client goals and risk tolerance, primarily utilizing exchange-traded funds and low-cost mutual funds, and is notable for its emphasis on non-discretionary management and specific limits on certain strategies.

John Vieira is a Series 66–licensed financial advisor with Personal CFO Solutions LLC in Chester, NJ, bringing 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2015 and has been with Personal CFO Solutions since 2011. Outside of his advisory role, he is a partner in a local driving school. Personal CFO Solutions serves individuals, high-net-worth clients, and various institutional entities, offering comprehensive financial planning, discretionary portfolio management, and coordination with clients’ other professional advisors. The firm emphasizes longer-term allocations through mutual funds and ETFs, employs a formal manager vetting process, and manages approximately $1.375 billion in discretionary assets across a multi-advisor team.

Robert Jaffe is a financial advisor at CFS Investment Advisory Services LLC with 24 years of industry experience. He has held positions at CFS Investment Advisory Services since 1999, with a break between 2005 and 2017 during which he worked at Cambridge Investment Research, Inc. He holds Series 63 and Series 66 licenses. CFS Investment Advisory Services provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and independent managers.

Shawn Hirsch is a CFP® and Series 66-licensed financial advisor at Signet Financial Management, LLC with 15 years of industry experience. He has worked at Signet Financial since 2013 and recently joined Summit Financial, LLC in 2026. Outside of his advisory role, Mr. Hirsch also offers insurance products as a broker through multiple companies, earning both cash and non-cash compensation. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including 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 that combines fundamental and quantitative analysis with diversified portfolios.

Hunter Kolmodin is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He joined the firm in 2024 and has prior experience working at Fairleigh Dickinson University, Ski Barn, and Eagle Landscaping. Wiss Private Client Advisors, LLC manages approximately $810 million for a diverse client base including 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 with both long- and short-term strategies.

Jason Hoffman is a CFP® with 18 years of industry experience. He is currently with Wiss Private Client Advisors, LLC and has prior experience at US Bank, Bank of America, N.A., and Merrill Lynch. Wiss Private Client Advisors, LLC manages approximately $810 million for individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm provides wealth management, financial planning, investment management, and consulting services, employing a mix of fundamental and technical analysis with both long- and short-term strategies.

Joel Orris is a financial advisor at Key Client Fiduciary Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wachovia Securities Financial Network, Realta Investment Advisors, and Realta Equities. Key Client Fiduciary Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, corporations, and other business entities by providing financial planning, consulting, discretionary investment management, and retirement plan consulting. The firm develops client-specific investment policies and constructs portfolios based on fundamental analysis, with ongoing monitoring and periodic reviews.

Caroline Tanis is a financial advisor at The Wealth Boutique with eight years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America and Merrill Lynch, and she also founded Tanis Financial Group, LLC, which offers budgeting and debt payoff strategy sessions and educational content. The Wealth Boutique is a team of seven advisors providing financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, trusts, and some institutions. The firm uses a financial-planning-led, holistic approach that incorporates both fundamental and technical analysis to tailor investment strategies aligned with client objectives and risk tolerance.

Stephanie Hughes is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Wiss Private Client Advisors, LLC and Wiss & Company, LLP since 2018, and previously held roles at Bank of America and Merrill. Wiss Private Client Advisors, LLC is a team of ten advisors managing approximately $1.2 billion for high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm combines fundamental and technical analysis in its investment approach and offers a range of services such as wealth management, discretionary portfolio management, and financial planning.

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 CFP® with 26 years of industry experience, currently serving as a financial advisor at Legacy Edge Advisors. His prior experience includes roles at WealthShield Partners, Orbis Wealth, and TIAA. He is also an independent licensed insurance agent. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm employs a diversified investment approach combining fundamental, modern portfolio theory, quantitative, and technical analysis tailored to client goals.

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.

Glad Perez is a financial advisor at Aurora Private Wealth, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Indigo Wealth Management, APW Capital, and LPL Financial. Outside of his advisory work, Perez owns Glad Reiki Healing, LLC, which offers therapeutic touch services. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning and investment management through a team of advisors, using both firm-designed and independent manager models across various asset classes.

Matthew Hannum is a CFP®, CFA®, and Series 66 registered advisor with 21 years of industry experience. He has been with Sterling Financial Planning Inc since 2003. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. Sterling Financial Planning manages approximately $672 million and employs a range of investment strategies across mutual funds, ETFs, and individual securities.

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.

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.

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.

Hans Taenzer is a financial advisor at Alliance Wealth Management Group, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Alliance Wealth Management Group since 2018. Prior to that, he operated Hans J. Taenzer, CPA, LLC, providing tax preparation, tax planning, and fiduciary services. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers discretionary investment and wealth management, financial planning, and consulting, using a fundamental analysis approach combined with Modern Portfolio Theory to tailor portfolios to client risk tolerance and time horizons.