Thomas Shepherd is a financial advisor with Investment Partners Asset Management, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked at Investment Partners Asset Management since 2008 and previously was with T.R. Winston & Company for 13 years. Investment Partners Asset Management is a SEC-registered firm offering discretionary and non-discretionary investment management and retirement plan consulting to individuals, business entities, trusts, estates, and pension or profit-sharing plans. The firm manages approximately $333 million in client assets and utilizes a range of strategies, including individual equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and derivatives, with a generally value-oriented approach.

Georges Boyer is a financial advisor with Wellington Shields & Co., LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wellington Shields since 2009 and previously spent 12 years at H. G. Wellington & Co., Inc. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management services to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, and both long- and short-term investment strategies, offering multiple execution and servicing options through its dual registration as an investment adviser and broker-dealer.

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.

Adrian Morffi is a CFA® charterholder with nine years of industry experience, currently serving at Seabridge Investment Advisors LLC. He has been with Seabridge since 2011. Seabridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm manages global, equity-focused portfolios across various strategies and also serves other advisers as a discretionary sub-adviser.

John Farrell is a CFA® charterholder at Cary Street Partners Asset Management with four years of industry experience. His prior roles include positions within Cary Street Partners Investment Advisory LLC and Independence Constructors, as well as time spent as a student at Bates College. Cary Street Partners Asset Management provides discretionary portfolio management and non-discretionary investment consulting primarily through other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm employs both quantitative and qualitative investment approaches and manages various strategies including model portfolios, separate accounts, and a proprietary tactical sector ETF.

Daniel Connolly is a financial advisor at Covenant Asset Management, LLC with 13 years of industry experience. He has worked at Covenant Asset Management since 2013 and has prior experience with Park Avenue Securities, Guardian Life Insurance Company, and Pagano, Connolly & Co. He also owns a tax preparation and accounting services business. Covenant Asset Management is an SEC-registered advisory firm managing approximately $692.6 million for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a growth-at-a-reasonable-price and thematic equity approach, with a focus on tax efficiency, low turnover, and the use of option strategies for risk management and income generation.

Joseph White is a CFP® and CFA® with 14 years of industry experience. He is currently with Paradigm Investment Advisory, LLC and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. White is also involved in independent advisory firms, including Paradigm Wealth Advisory LLC and Paradigm Advisor Group LLC, where he holds ownership stakes and provides support. Paradigm Investment Advisory, LLC offers discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis and provides customized portfolios with ongoing wealth management and formal annual reviews.

Jun Bo Shim is a CFP® professional at Modera Wealth Management, LLC with five years of industry experience. Prior to joining Modera, he worked at Ausdal Financial Partners, Fidelity Investments, and Willis Towers Watson, among others. Outside of his advisory role, he is the owner of JBTLA, LLC, a tax preparation and accounting business serving small businesses. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers and selective investment options.

Jamie Fang is a financial advisor with Arkadios Wealth Advisors in Raritan, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Arkadios and its affiliated entities since 2011, including roles at Rivertan Financial Group and Triad Advisors Inc. Fang also serves as Vice President of Operations at Rivertan Financial Group. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers portfolio management, retirement plan consulting, and financial planning services.

Ryan Lovell is a financial advisor at Simplicity Wealth with 20 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Ameriprise Financial Services, The Leaders Group, and Osaic Wealth/Highland Capital. Outside of his advisory role, he assists financial advisors with insurance sales through COVR Financial Technologies. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for advisers through a managed account platform.

William Williamson III is a financial advisor with Gladstone Wealth Partners based in Bedminster, NJ. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Gladstone in 2018, he worked at LPL Financial, Santander Securities, and Sovereign Bank. Williamson is also involved in non-variable insurance as an agent. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Richard Rodman is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and with 39 years of industry experience. His prior roles include positions at IAM Advisory LLC, Royal Alliance Associates, INC., Investment Advisors Asset Management, LLC, and Second Opinion Financial Services, LLC. Outside of advising, he is a published financial author and operates a consulting business overseeing equipment financing for a long-haul automobile carrier. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and quantitative metrics to align client preferences with long-term strategies, combining passive and active investment management with dynamic rebalancing when appropriate.

Paul Tinnirello is a financial advisor at Simplicity Wealth with 9 years of industry experience. He holds Series 65 and Series 66 designations. His previous roles include positions at Bleakley Financial Group and Merrill. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios managed with ongoing monitoring and rebalancing, along with optional services such as tax optimization and customized investment screening.

Ruth Arriaza is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. She has four years of industry experience and has been with Vanderbilt Securities, LLC since 2017. Outside of her advisory role, she serves as Administration Committee Chair at Nuevas Fronteras Presbyterian Church and is a member of the Finance Committee for The Presbytery of the Northeast New Jersey. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Hoa Le is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, Merrill, Wells Fargo Clearing, and UBS Financial Services. She maintains registrations with both Transcend Capital Advisors and Purshe Kaplan Sterling Investments. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm uses a combination of in-house portfolio teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

Christopher Budd is a financial advisor at Madison Avenue Securities, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equity Services, Inc. and Cornerstone Financial Partners LLC. He is also involved with Wealth Shield Financial, an insurance sales business offering fixed insurance products. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages roughly $2.0 billion for about 14,000 clients across multiple advisory platforms and employs both discretionary and non-discretionary portfolio management strategies.

Jack Mahoney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Simon Quick Advisors, LLC since 2018. Prior to this, he worked at UBS Financial Services for five years. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, and foundations with wealth management, investment consulting, financial planning, and tax services. The firm employs a multi-manager investment approach using proprietary quantitative analysis and due diligence, and operates several affiliated pooled investment vehicles along with services such as tax-return preparation and household financial administration.

Joseph Sacco is a financial advisor at OpenArc Corporate Advisory, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill. His current role at OpenArc began in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, and nonprofits. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and exposure to both public and private markets, managing approximately $10.1 billion in assets.

Eric Hu is a financial advisor with Vanderbilt Advisory Services in Bridgewater, NJ, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2022. Hu also serves as Managing Principal at Gryphon Asset Management, where he oversees fixed insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing strategic asset allocation and various analytical methods, and is noted for its integration with retirement-plan and benefits firms alongside an affiliated broker-dealer.

Cody Cummings is a financial professional at Vicus Capital, Inc. with six years of industry experience. He has held positions at several firms including Summit Financial, LLC, and Cetera Wealth Services, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various model strategies and emphasizes retirement-plan consulting and fiduciary services.