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 a financial advisor 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, LLC, TrueNorth Financial Solutions, AXA Advisors, and INVEST Financial Corp. He serves as vice president of the Association for Croatian American Professionals, organizing social events for the New York chapter. Palumbo Wealth Management serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans through discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages approximately $543 million and employs a primarily long-term, fiduciary investment approach with a small advisory team.

Gregg Abella is a financial advisor at Investment Partners Asset Management with 27 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to his current role, he spent 17 years at T.R. Winston & Company, LLC. Investment Partners Asset Management provides discretionary and non-discretionary investment management and retirement plan consulting to individuals, business entities, trusts, estates, and pension or profit-sharing plans. The firm employs a range of investment strategies across equities, fixed income, mutual funds, ETFs, and more complex instruments, with a generally value-oriented approach.

Eric Maidenberg is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services and UBS Hedge Fund Solutions, as well as leadership in his own consultancy, EJM Impact Solutions. In addition to advisory work, he is involved in management and strategy consulting for early to mid-stage businesses through his ownership of EJM Impact Solutions and a forthcoming growth strategy consultancy, Sublime Growth. Blue Square Asset Management provides financial planning, investment management, sub-advisory, and due diligence services to individuals, family offices, retirement plans, and charitable organizations. The firm employs a proprietary Dynamic Cash Allocation® process to manage diversified portfolios across multiple asset classes and offers specialized digital asset investment strategies.

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 previously worked at Anchorcove Capital LLC and Matrix Private Capital Group. He holds a Series 63 designation. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services primarily through registered investment adviser platforms and wrap programs. The firm serves a broad client base including individuals, high-net-worth clients, and institutional investors, offering both model portfolios combining quantitative asset allocation with manager research, and separately managed accounts based on fundamental analysis.

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.

John Campise is a financial advisor with TKG Wealth Advisers LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Park Ave Securities and Guardian Life Insurance. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and maintains operational ties to an affiliated accounting practice, providing combined service offerings.

Judith Lutzy is a CFP® with 37 years of industry experience, currently serving at Tilson Financial Group Inc. and American Portfolios Financial Services Inc. She holds Series 63 and Series 66 licenses. In addition to her advisory work, she is an independent insurance broker for various companies. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and businesses by providing discretionary and non-discretionary 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 composed of mutual funds and ETFs.

Roderick Mcrae is a CFA® charterholder with 23 years of industry experience. He is a founding member of Mcrae Capital Management Inc., where he has worked since 1981. The firm provides discretionary investment management and financial planning services primarily to high-net-worth and institutional clients. McRae Capital Management emphasizes fundamental, long-term analysis and tailored asset allocation across equities, fixed income, and cash, with a focus on buy-and-hold strategies while occasionally employing more complex techniques such as short sales, margin, and options.

Elena Ladygina is a CFP® and Series 66-registered financial advisor at Veris Wealth Partners, LLC with 13 years of industry experience. She previously worked at Pinnacle Associates, Ltd. and Withum Wealth Management. Elena serves on the Board of Directors and the Investment, Audit, and Finance Committee of Springpoint Senior Living, a nonprofit providing senior housing and care services. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, offering investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies and is a majority woman-led Certified B Corporation.

Robert Moskowitz is a financial advisor at Chatham Wealth Management with five years of industry experience. He holds the Series 65 and Series 63 licenses and has prior experience at Prudential Investment Management Services LLC and PGIM Investments, LLC. Chatham Wealth Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and pension/profit-sharing plans, using fundamental, technical, and cyclical analysis. The firm employs derivatives, including options and structured products, in client portfolios and manages a multi-hundred-million dollar asset base with a small advisory team.

Robert Russo is a financial advisor with TKG Wealth Advisers LLC, holding the CFP® and PFS™ designations and possessing 32 years of industry experience. His prior roles include positions at RMR Wealth Builders, Inc., Calton & Associates, Inc., and Koenig, Russo & Associates. Outside of advisory work, he is involved as a board member and treasurer for the September 11th National Memorial Trail Alliance and provides accounting services for the From Tessa With Love Foundation, Inc. TKG Wealth Advisers LLC is a New Jersey-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, families, businesses, and plan sponsors, managing approximately $102 million in client assets. The firm integrates investment management with affiliated accounting services and utilizes co‑advisory arrangements and third-party manager research to customize diversified portfolios.

Robin Condon is a financial advisor with Willis Towers Watson Securities, LLC, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He also owns Lido Consulting Group LLC, a compliance consulting firm. His work history includes roles at Georgetown Financial Group, Inc., Cetera, and Willis Towers Watson Securities. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which features web-based financial planning tools, discretionary model portfolios, and access to investment adviser representatives. The firm’s approach emphasizes diversified model portfolios guided by Monte Carlo simulations and client inputs, supported by affiliated fund research and insurance referrals.

Carol Cho is a financial advisor with Irc Wealth, holding the ChFC® designation and Series 63 license, with 11 years of industry experience. She has worked at IRC Wealth since 2022, following roles at NYLIFE Securities LLC and New York Life from 2015 to 2022. Irc Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented strategies, combining technical screening, fundamental analysis, and proprietary research, and is noted for its affiliation with a registered Commodity Trading Advisor that allows for commodity transactions and the use of option-writing and limited short-term trades.

Robert Tilson is a CFP® with 17 years of experience in the financial services industry. He has been with Tilson Financial Group, Inc. and American Portfolios Financial Services, Inc. since 2016. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm uses a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory and incorporates independent managers and custodial platforms in its services.

Matthew Falkowski is a CFA® charterholder with eight years of industry experience. He has been with Seabridge Investment Advisors LLC since 2014. The firm 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. Seabridge constructs global, equity-focused portfolios using research on companies, funds, and macro conditions, and also serves other investment advisers as a sub-adviser.