Jordan Gilberti is a CFP® with eight years of experience in financial planning. He is currently an investment advisor representative for Boldin Advisors and Core Planning and has prior experience at Facet Wealth, Family Focus Financial Group, and Rutgers University. Gilberti also works as a senior planner with Ontrail, Inc., providing consulting services and financial plan development. Boldin Advisors serves individuals, high net worth clients, trusts, estates, and small businesses by offering financial planning and investment consultations based on Modern Portfolio Theory. The firm emphasizes a long-term, buy-and-hold investment approach using low-cost index funds and ETFs and operates as a fee-only adviser without discretionary portfolio management.

Thomas Paluck is a financial advisor with TSP Capital Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with TSP Capital Management Group since 2004. Outside of his advisory role, he serves on the boards of several non-profit charitable institutions and participates in an investment club. TSP Capital Management Group provides discretionary and non-discretionary investment management services to individuals, trusts, estates, pension and profit-sharing plans, business entities, charitable organizations, and an investment club. The firm focuses on portfolio management, employing a mix of fundamental and technical analysis to tailor portfolios to client objectives, income needs, and tax considerations.

David Netkin is a financial advisor at Woodstock Wealth Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodstock Wealth Management since 2018 and at St. Bernard Financial Services since 2021. He also operates a branch office for Woodstock Wealth Management through Edgewood Financial Group, Inc. 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 on a discretionary basis and offers tailored strategies with a distinctive performance-based fee program.

Richard Semo Jr. is a financial advisor at Geremia Financial Services, LLC with 18 years of experience since joining the firm in 2008. He holds a Series 65 designation and works within a team of five advisors based in Edison, NJ. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $132 million in discretionary assets across roughly 130 client accounts and sponsors its own wrap fee program that integrates portfolio management and brokerage services.

Leo Tropeano is a financial advisor with Tilson Financial Group Inc, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Tilson Financial Group since 1999 and at American Portfolios Financial Services, Inc. since 2012. Tropeano is also Co-President of Tropeano & McGrady PC, an accounting practice providing tax and accounting services, and serves as an independent insurance broker. Tilson Financial Group serves individuals, trusts, charitable organizations, and business entities with investment management, financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory approach, focusing on globally diversified, multi-asset class portfolios primarily constructed with mutual funds and ETFs, and utilizes institutional custodial platforms alongside sub-advisory arrangements.

James Oboyle IV is a financial advisor at Glen Eagle Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Glen Eagle Advisors, he worked at CBIZ Inc., EquityZen Securities LLC, and Wells Fargo Securities, LLC, and served five years in the United States Marine Corps. Glen Eagle Advisors, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs client-specific assessments combined with fundamental and technical analysis to construct portfolios, generally following a buy-and-hold strategy supplemented by rebalancing and downside protection.

Matthew Biedron is a financial advisor with Oliver Luxxe Assets LLC, holding a Series 65 designation and nine years of industry experience. He has been with Oliver Luxxe Assets since 2015. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to individual and institutional clients, including pension and profit-sharing plans, trusts, charitable organizations, and family offices. The firm employs a proprietary multi-factor quantitative screening process combined with fundamental research, managing a variety of equity and income strategies through model portfolios and sub-advisers.

Michael Haua is a financial advisor at Paradigm Investment Advisory, LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at Bruen Wealth Management, LPL Financial, Paradigm Wealth Management, Timedox Inc, MedMen LLC, Guitar Center Inc., and Lyft. Paradigm Investment Advisory, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, and businesses. The firm offers primarily discretionary portfolio management with a long-term orientation, utilizing institutional mutual funds, ETFs, individual equities, fixed income, and independent third-party managers, alongside retirement plan advisory services including ERISA 3(21) and 3(38) support and participant education.

Konstantin Danias is a CFP® professional with 34 years of experience in the financial advisory industry. He is currently with Paradigm Investment Advisory, LLC and has prior experience at LPL Financial and Prospera Financial Services. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach based on fundamental analysis and offers customized portfolios that may include institutional mutual funds, ETFs, individual equities, bonds, and third-party managers.

Nalby Nouh is a financial advisor at Prestige Wealth Management Group, LLC with one year of industry experience. He previously worked at Beacon Trust for four years and attended Seton Hall University. Prestige Wealth Management Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management and standalone financial planning. The firm offers a variety of strategies and investment vehicles, and is affiliated with other financial and accounting service providers.

Linda Wang is a Series 65-licensed financial advisor with Condor Capital Wealth Management in Martinsville, NJ, and has two years of industry experience. She has been with Condor Capital since 2023 and has a background that includes roles at Rutgers University and Highland Park High School. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting, employing a fee-only investment approach that includes equities, fixed income, mutual funds, ETFs, and private funds, supported by AI tools and a multi-office presence.

Dekker Buckley is a financial advisor at Investment Partners Asset Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at T3 Trading Group, LLC, and held roles outside the financial sector, including at TMHCC Surety Group and in education. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside consulting services. The firm employs a multi-style investment approach focused on value investing and utilizes a range of instruments, including derivatives and structured products.

Marybeth Garry is a financial advisor at Woodstock Wealth Management, Inc. in Springfield, NJ, holding Series 63 and Series 65 licenses with 40 years of industry experience. She has been with Woodstock Financial Group, Inc. since 2011. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to the SPDR S&P 500 ETF.

Jacob Boylan is a CFP® with eight years of industry experience, currently serving as an advisor at Condor Capital Wealth Management since 2016. He holds a Series 65 license and is based in Martinsville, NJ. Condor Capital Wealth Management serves individuals, including high-net-worth clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs with a range of strategies, including direct indexing and cryptocurrency exposure, supported by AI tools and human oversight, and operates across 17 offices.

Richard Zeitz is a financial advisor at Bravias Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alphastar Capital Management, LLC, as well as Bravias Financial and Bravias Capital Group since 2008. He is also appointed with various outside insurance carriers for brokering non-registered insurance products. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm employs a risk-based model portfolio approach that includes mutual funds, ETFs, and individual securities across diverse asset classes.

Robert Michel is a financial advisor at Glen Eagle Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Glen Eagle Advisors and Glen Eagle Wealth, LLC since 2016. Outside of advisory work, he is a principal and chief investment officer of Glen Eagle Investments Inc., which also operates as a specialty importer. Glen Eagle Advisors, LLC provides investment management and financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm uses a client-specific assessment process combined with fundamental and technical analysis to construct portfolios, employing a generally buy-and-hold strategy with rebalancing and downside protection when appropriate.

Frederick Ziwot is a financial advisor at Carapace Financial Advisors LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Financial Northeastern Securities and Merrion Investment Management Co., among other firms. Carapace Financial Advisors provides discretionary portfolio management and sub-advisory services to high-net-worth and accredited investors, institutional clients, and other investment advisers. The firm employs a proprietary, quantitative approach that combines market-linked hedging strategies using options with diversified collateral portfolios to seek defined downside protection and tailored upside participation.

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.

Brendan Byrne III is a financial advisor at Byrne Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Dodge and Cox and Joele Frank, Wilkinson, Brimmer, Katcher. Byrne Asset Management serves high-net-worth individuals, family offices, and small institutions, offering discretionary investment advisory services and asset allocation guidance. The firm employs a proprietary valuation model supported by fundamental and quantitative research and maintains specialized model strategies and separate accounts for institutional clients.