Hunter Frey is a financial advisor at Miller Tabak Asset Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Global Investment Advisory, Cape Investment Advisory, and American Global Wealth Management. Outside of his advisory role, he is a partner at BOOT64 Ventures, providing opinions on potential healthcare investments. Miller Tabak Asset Management offers discretionary and non-discretionary portfolio management primarily focused on fixed-income securities and managed municipal bond strategies. The firm serves individuals, small businesses, and investment entities, emphasizing active fixed-income management and providing clients with regular portfolio appraisals and market commentaries.

Gah Wong is a financial adviser at GRANTvest Financial Group LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Calton & Associates, Inc. for six years before joining GRANTvest in 2021. Outside of his advisory role, Wong is a partner in an LLC that processes life and supplemental health insurance business and works as an insurance agent for multiple insurance carriers. GRANTvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, and small businesses, managing approximately $230 million in client assets. The firm builds diversified, ETF-focused portfolios tailored to client goals using both fundamental and technical analysis, and also offers held-away account management through third-party platforms.

Christina Sharkey is a financial advisor with Investment Partners Asset Management and holds a Series 65 designation. She has eight years of experience as a CPA and EA through her work at Calico CPA LLC, in addition to two years in the financial advisory industry. Her prior roles include positions at Mandel Feketi & Bloom CPAs, Robert Half, and Intuit. Investment Partners Asset Management is an SEC-registered advisory firm serving individuals, business entities, trusts, estates, and retirement plans. The firm manages approximately $333 million in client assets, employing a value-oriented investment approach across equities, fixed income, mutual funds, ETFs, and specialized strategies including options and derivatives.

Ka Wai Kevin Cheng is a CFA® charterholder with three years of industry experience. He is currently with Seabridge Investment Advisors LLC and previously worked at Eastern Window Investment Ltd, TVC Management Ltd, and JW Childs Asia Equities (HK) Ltd. Outside of his advisory role, he serves as a director of Hill 38 Ltd, a holding company based in London. 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, and private investment funds. The firm constructs global, equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser to other advisers.

Tanya Walliser is a CFP® and holds a Series 65 credential with 17 years of industry experience. She has been with Condor Capital Wealth Management since 2008. 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, utilizing fee-only investment programs that include individual equities, fixed income, mutual funds, ETFs, and private funds, with services supported by AI tools and a multi-office structure.

Eric Sterner is a CFA® charterholder with six years of industry experience. He is currently with Apollon Financial, LLC and has held positions at Prudential and State Street. Apollon Financial, LLC is an SEC-registered advisory firm managing approximately $1.45 billion for individuals, families, businesses, and retirement plans. The firm combines centrally managed model strategies with advisor-led portfolios and utilizes tax-aware techniques alongside access to private and alternative investments.

Eric Tilson is a CFP® and holds a Series 66 license, working with Tilson Financial Group Inc. He has seven years of industry experience, including roles at PGIM Fixed Income and Prudential Insurance. He joined Tilson Financial Group in 2021 and is based in New Providence, NJ. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, multi-asset class portfolios primarily using mutual funds and ETFs, with asset allocation, diversification, and rebalancing as core elements.

Bryan Katz is a CFP® and ChFC® with 27 years of industry experience. He is a financial advisor at OMNI 360 Wealth, Inc., where he has worked since 2018. Prior to joining OMNI 360 Wealth, he held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual life insurance company. OMNI 360 Wealth, Inc. provides financial planning and investment management services to individuals, families, trusts, charitable organizations, businesses, and employee benefit plans. The firm employs a multi-advisor team approach, utilizing fundamental, technical, and cyclical analysis to build tailored portfolios while offering a range of services including treasury management and financial planning on various fee bases.

Anthony Uccio is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Geremia Financial Services in 2018, he worked at Barnes & Noble for eight years. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic approach combined with bottom-up security selection and using options primarily for hedging.

Andrew Peters is a financial advisor with Oakbourne Advisors in Berkeley Heights, NJ, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and founding Invyzia Solutions, LLC, which operates a website designed to help financial advisors create simple investment proposal reports. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a range of investment vehicles and combines fundamental, technical, charting, and cyclical analysis in managing client portfolios, typically on a discretionary basis with client confirmation before trades.

Robert Burke is a financial advisor at Mendham Capital Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial and Raymond James Financial Services since 2008. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers non-discretionary advice across equities, fixed income, mutual funds, and ETFs, with a fee structure based on hourly, flat fees, and annual retainers rather than asset-based billing.

Nicholas Mango is a financial advisor at Condor Capital Wealth Management with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Condor Capital since 2016. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs with a range of strategies and employs AI tools to support adviser analysis while maintaining human oversight.

Robert Kolyer Jr. is a financial advisor with Seabridge Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. Before joining Seabridge, he spent over two decades at the Howard Hughes Medical Institute. He serves on the Financial Investments Strategy Committee of Capital Guidance and volunteers on the investment committee of Spike Ventures, providing advisory input on investment strategies. Seabridge Investment Advisors serves a diverse client base including individual, institutional, and tax-exempt clients. The firm manages global equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser for other investment advisers, distinguishing itself through its work with institutional and foreign fund clients.

Marc Kane is a financial advisor at Atlas Private Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a Certified Public Accountant since 1999, operating his own accounting firm. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Stephen Csenge is a Certified Financial Planner® at Seabridge Investment Advisors LLC with 39 years of industry experience. His prior roles include positions at ProVise, Kestra Investment Services, Lion Street Financial, and his own firm, Csenge Advisory Group. He serves as a volunteer board member for the Lions Eye Institute Foundation and the Financial Planning Association of Tampa Bay. Seabridge Investment Advisors manages portfolios for individual, institutional, and tax-exempt clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on global equity strategies and serves a diverse client base, including other investment advisers and international institutions.

Frank Geremia is a financial advisor with Geremia Financial Services, LLC in Edison, NJ, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. In addition to his advisory work, he owns a mortgage brokerage that introduces clients to lenders. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management to a diverse client base including individuals, plans, trusts, and business entities. The firm manages approximately $132 million in discretionary assets and offers a proprietary wrap fee program that integrates portfolio management with brokerage services.

Michael Walliser is a Series 65-licensed advisor at Condor Capital Wealth Management with 14 years of industry experience. He has been with Condor Capital Management since 2011. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs alongside financial planning and consulting, employing a variety of investment vehicles and incorporating AI tools to support adviser analysis.

Ean Jaffe is a financial advisor at Condor Capital Wealth Management with two years of industry experience. He holds a Series 66 credential and previously worked at LPL Financial and Osaic. Before entering the financial services field, he spent five years at the University of California Riverside and seven years at Trader Joe’s. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a fee-only investment approach using a variety of asset classes and integrates AI tools to support advisor analysis while maintaining human oversight.

Hirbod Azmi is a financial advisor at Virtus Wealth Solutions with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. Outside of finance, he is a general partner in Chyna Project Partners, a film production company. Virtus Wealth Solutions serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering financial planning, asset management, and consulting. The firm manages portfolios using multiple analytical approaches and provides access to a range of securities and alternative investments, including private placements and insurance products.

John Lui is a Series 65 registered advisor with 18 years of industry experience. He has worked at Chatham Wealth Management since 2010 and was previously with Alpha Solutions Investment Advisors from 2011 to 2025, as well as UCB Asset Management from 2007 to 2009. Chatham Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm uses fundamental, technical, and cyclical analysis to build tailored portfolios and routinely employs derivatives, including options and structured products, while disclosing related risks and tax considerations to clients.