Michael McGrady is a CFP® professional with 25 years of industry experience, currently affiliated with Tilson Financial Group Inc. He has worked at Tilson Financial Group since 1999 and has been with American Portfolios Financial Services INC since 2012. McGrady is also a co-president of the accounting firm Tropeano & McGrady, P.C., providing accounting and tax services alongside his financial advisory work. 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 employs a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers.

Peter Ostensen is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and two years of industry experience. Prior to joining Geremia Financial Services, he worked at Fairfield University and Xaverian High School. 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, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic framework combined with bottom-up security selection, and uses options primarily for hedging within a wrap fee program structure.

Steven Shaiman is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Colorado Financial Service Corporation in 2018, he worked at Calton & Associates, Inc. for 13 years. Outside of his advisory role, Shaiman provides tax and accounting services as a CPA and holds a real estate license. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities with financial planning, consulting, and portfolio management. The firm offers customized portfolios and a combination of advisory, brokerage, and insurance products.

Daniel Hayes is a financial advisor at Argos Wealth Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bessemer Trust Company, N.A. for 21 years. Hayes is a limited partner in a restaurant business, Eatdrinknj LLC, located in Milburn, NJ. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation approach and integrates financial planning into portfolio management, employing a variety of investment vehicles and third-party managers tailored to client needs.

John Lyle is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Jeffrey Matthews Financial Group LLC since 2019 and at Stifel Nicolaus & Co Inc since 2016. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients through a team of 16 advisors managing approximately $127 million in assets. The firm offers portfolio management via an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars, using a mix of discretionary and non-discretionary strategies.

Kerry Mellott is a financial advisor with Mendham Capital Management, Inc. in Basking Ridge, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Mendham Capital Management and affiliated Raymond James entities since 2014. Mendham Capital Management, Inc. is a registered investment adviser providing 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, focusing on hourly, flat-fee, and retainer-based engagements rather than percentage-of-assets billing.

Jacob Turner is a Series 65-licensed financial advisor with two years of industry experience, currently working at Jim Saulnier & Associates, LLC. Prior to joining the firm, he worked at Financial Design Studios and spent 14 years at AbbVie, Inc. Jim Saulnier & Associates provides retirement-focused financial planning, tax-aware planning, and discretionary portfolio management primarily for individual and high-net-worth clients approaching or in retirement. The firm emphasizes comprehensive retirement analyses and offers both passive investment models and targeted portfolio positioning based on detailed tax-focused planning.

Joseph Fantozzi is a financial advisor at Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 66 designation with five years of industry experience. Prior to joining Premier Path Wealth Partners in 2025, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Premier Path Wealth Partners serves individuals, trusts, retirement plans, and business entities with discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-analytic investment approach across various asset classes and utilizes third-party platforms and external managers to implement strategies for both custody and held-away accounts.

Matthew Werner is a CFA® charterholder with seven years of industry experience. He has worked at RSW Investments and its affiliated entities since 2017, including RSW Investments Holdings, LLC. 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, employing credit research and duration management across three core mandates.

Joseph McClellan is a financial advisor at WealthPLAN Partners with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Securities America Inc. and LPL Financial. McClellan is also a licensed insurance producer in New Jersey, authorized to write life insurance and variable annuities. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm employs a “Strategy Diversification” approach, allocating across various asset types and generally managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

James Maher is a financial advisor at WJL Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at Renaissance Reinsurance US Inc and Columbia University. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passively managed funds and integrates tax planning within its service model.

Russell Babiarz is a financial advisor with Transcend Capital Advisors, LLC, holding a Series 65 designation and three years of industry experience. He is also the founder of Babz LLC, where he has been developing a social networking mobile app since 2019. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, including high-net-worth individuals, as well as various entities such as family offices, trusts, and private foundations. The firm’s investment approach focuses on long-term, diversified asset allocation across multiple investment types and offers a range of advisory services including portfolio management and retirement-plan consulting.

William Lachance is a CFP® with 12 years of industry experience and has been with WJL Financial Advisors since 2013. He holds a Series 65 license and also works as a health and life insurance agent. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passively managed funds and emphasizes client approval before trade execution.

Matthew Sottile is a financial advisor with Bravias Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at David Lerner, LLC for 14 years before joining Bravias Financial in 2018. Outside of his advisory role, Mr. Sottile owns Wall Street Chef, a catering and private chef business, and is President of Cor8Life, a company focused on organic food products and recipe testing. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm uses a model portfolio approach tailored to clients’ risk tolerance and includes access to a broad range of asset classes.

Robert Voccola is a CFA® charterholder with 10 years of industry experience. He has worked at Investment Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and MDX Wealth Management. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with a focus on value investing, utilizing a range of strategies including tactical asset allocation, derivatives, and allocations to various fund types and independent managers.

Liana Barone is a financial advisor at Herold Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations.

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.

Andrew Bruen is a financial advisor with Paradigm Investment Advisory, LLC in Bridgewater, NJ. He holds a Series 66 designation and has 14 years of industry experience, including 13 years at UBS Financial Services Inc. Prior to joining Paradigm, he worked with LPL Financial LLC. Paradigm provides discretionary investment management and financial planning services to individuals, high net worth clients, families, trusts, estates, charitable organizations, and businesses. The firm uses a long-term, fundamental analysis approach to construct customized portfolios with institutional mutual funds, ETFs, individual equities, and bonds, offering ongoing wealth management and tailored financial plans.

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.