Hiren Shah is a financial advisor at Condor Capital Wealth Management with 13 years of industry experience. He holds the Series 65 designation and has been with Condor Capital Management since 2011. Prior to that, he worked for nine years at the Township of East Brunswick Recreation Department. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only portfolio management and financial planning, using a variety of investment vehicles including equities, fixed income, mutual funds, ETFs, and private funds, and incorporates technology such as AI tools to support adviser analysis while maintaining human oversight.

Joseph Varvara is a financial advisor at AtCap Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Securities Corp and National Asset Management. Outside of advisory work, he owns JEGA Consulting, a non-investment-related accounting and tax business. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and other entities. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and options.

Patrick Weeks is a financial advisor at Epic Wealth Management LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Chelsea Financial Services and Gilder Gagnon Howe & Co. Weeks has also operated W&W Consulting LLC since 2021. Epic Wealth Management provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic approach with a tactical overlay, primarily using model portfolios managed by third-party sub-advisors, and integrates insurance services through affiliated entities.

Gregory Scrofani is a financial advisor with Mezzasalma Advisors in Tinton Falls, NJ, holding a Series 65 credential and nine years of industry experience. His prior roles include positions at Amboy Bank, Sigman Real Estate Partners, and Daiwa Capital Markets America Inc. Mezzasalma Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals and employer plan sponsors, including high-net-worth clients. The firm integrates fundamental, technical, and cyclical analysis to tailor long-term investment strategies aligned with client objectives and maintains affiliations with CPA practices for cross-referrals while keeping services separate.

Brendan Hughes is a CFP® with seven years of industry experience, currently affiliated with Condor Capital Wealth Management. His prior roles include positions at Corient, RegentAtlantic, Pathstone Family Office, and Bleakley Financial Group. Condor Capital Wealth Management serves individuals, business entities, trusts, pension plans, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs a fee-only investment approach that incorporates equities, fixed income, mutual funds, ETFs, separate account managers, and selective private and interval funds, supported by AI tools under human oversight.

Brennan Guli is a financial advisor at Lighthouse Financial Advisors, Inc. in Red Bank, NJ, holding a Series 66 designation with 16 years of industry experience. He has been with Lighthouse Financial Advisors since 2013, working as part of a six-advisor team. Lighthouse Financial Advisors serves individual and high-net-worth clients, affiliated trusts and estates, and charitable organizations with comprehensive wealth management, financial planning, retirement-plan consulting, and optional tax-preparation services. The firm emphasizes client-directed implementation and generally allocates assets among mutual funds and ETFs, managing approximately $869 million in client assets.

Frank Geremia Jr. is a financial advisor with Geremia Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Geremia Financial Services since 2005. Outside of his advisory role, he is the managing member of Geremia Capital, LLC, a mortgage brokerage. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages approximately $132 million in discretionary assets and sponsors its own wrap fee program, combining top-down macroeconomic allocation with bottom-up fundamental security selection.

Christine Flynn is a financial advisor at Smallwood Wealth Management in Red Bank, NJ, holding a Series 65 designation with nine years of industry experience. She has worked at Smallwood Wealth Investment Management since 2019 and previously held roles at Global Financial Private Capital, LLC, and RJL Financial Group. Outside of her advisory work, Flynn is a Wellness Advocate for doTERRA, where she educates individuals about essential oils. Smallwood Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses modern portfolio theory with a long-term trading approach and conducts regular client reviews, while participating in wrap fee programs and maintaining a single custodian arrangement.

Joseph Doerrer is a CFP® professional with five years of experience in the financial industry. He has worked at Mezzasalma Advisors and Mezzasalma CPAs since 2021 and previously was with Bessemer Trust from 2016 to 2021. Outside of his advisory role, he serves as an accounting manager and CPA at Mezzasalma CPAs, a tax and accounting firm. Mezzasalma Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis to guide long-term investment strategies tailored to client objectives.

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.

Sara Gill is a financial advisor with Paradigm Wealth Advisory LLC, holding a Series 66 designation and nine years of industry experience. She has worked with LPL Financial since 2017 and has been associated with Paradigm Wealth Advisory LLC since 2016. Outside of advisory work, she provides administrative services through Paradigm Wealth Advisory, LLC, an independent investment advisory firm. Paradigm Wealth Advisory LLC offers investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamental investment approach, constructing portfolios from institutional mutual funds, ETFs, and selected individual securities tailored to clients' financial phases.

Christopher Smallwood is a financial advisor at Smallwood Wealth Management in Red Bank, NJ, holding a Series 66 designation with approximately three years of industry experience. He has previously worked at Regulus Financial Group and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also licensed as an insurance agent through Smallwood Associates, LTD. Smallwood Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm uses a long-term trading orientation combined with modern portfolio theory and offers comprehensive fee-based wrap programs along with defined operational features such as designated custodianship and differentiated service levels.

Ronald Mc Intire is a financial advisor with OMNI 360 Wealth, Inc. He holds Series 65 and Series 63 designations and has four years of industry experience. His prior experience includes roles at Merit Financial Group, LLC, TFG Wealth Management, and New York Life. Outside of his advisory work, he serves as Treasurer for the political action committee Lower Bucks Values. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, charitable organizations, businesses, and employee benefit plans. The firm manages approximately $425.7 million in assets and offers a range of services including discretionary and non-discretionary advisory, portfolio analysis, treasury management, and financial planning through a multi-advisor team.

John Mezzasalma is a CFP® with 10 years of industry experience, serving as an advisor at Mezzasalma Advisors, a firm he has been affiliated with since 1997. In addition to his advisory role, he works as Chief Staff Accountant at Mezzasalma CPAs, providing tax preparation and accounting services. Mezzasalma Advisors offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals, including high-net-worth clients, and employer plan sponsors. The firm employs multiple analytical approaches and typically pursues long-term purchase strategies, with personalized investment policies based on client goals and risk tolerance.

Peter Ostrowski is a Series 65-licensed financial advisor with Condor Capital Wealth Management, where he has worked since 2026. Prior to joining Condor, he held roles at First Capital Advisors Group, Bloomberg, Kroll, and Rutgers University, accumulating experience across different sectors. Condor Capital Wealth Management serves individuals, business entities, trusts, pension plans, estates, and charitable organizations, offering 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 incorporates technology and distinctive services such as direct indexing, cryptocurrency exposure options, AI tools for analysis, and concierge hourly services.

Joseph Cammayo is an advisor at Grantvest Financial Group LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Calton & Associates, Inc. In addition to his advisory role, he is involved with JBT Benefits Group, which provides supplemental insurance benefits. Grantvest Financial Group offers wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm emphasizes discretionary portfolio management primarily using diversified exchange-traded funds, tailoring investment decisions to client objectives and risk tolerance.

Matthew Wilk is a CFP® professional with 20 years of experience in the financial industry. He is currently with Clear Wave Wealth Management, LLC, where he has worked since 2025. Prior to that, he spent 14 years at Black Coral Financial Advisors, LLC. Clear Wave Wealth Management provides comprehensive financial planning, asset management, and financial education services to individuals, including high-net-worth clients, and employer-sponsored counseling program participants. The firm utilizes risk-tolerance questionnaires, customized asset allocation models, and third-party portfolios to develop client recommendations across a variety of asset classes.

Emily Stewart is a financial advisor at Paradigm Wealth Advisory LLC with one year of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC and The Vanguard Group. Outside of finance, she has worked in food service with J Scott Catering and has teaching experience at Iona University. Paradigm Wealth Advisory LLC provides investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, and individual securities tailored to clients' accumulation or retirement phases.

Nicholas Franco is a financial advisor at Guardian Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Foresters Financial Services and Park Avenue Securities. Outside of his advisory role, he is involved with BiondCoaching LLC, which provides a structural process for balancing behavioral and financial client needs, and he operates Nicholas Consulting, LLC for facilitating marketing expense payments and tax purposes. Guardian Wealth Partners, doing business as Park Avenue Investment Advisory, is an SEC-registered adviser serving individual investors, trusts, corporations, and retirement plans. The firm offers discretionary investment management primarily through model portfolios and third-party managers, along with financial planning, business exit consulting, and retirement plan services.

Danielle Wauchope is a financial advisor at Paradiem, LLC with 12 years of industry experience. She holds a Series 65 credential and has been with Paradiem since 2014. Outside of her advisory role, Ms. Wauchope volunteers with Grace Missionary Church, where she teaches Bible study, coaches basketball, and participates in mission trips and mentoring. She also serves as an alumni mentor for the DeVoe Division of Business at Indiana Wesleyan University, working with students on career and networking topics. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, financial planning, and insurance services. The firm focuses on long-term investment strategies and coordinates tax, estate, and charitable planning through a family CFO approach that includes values-based giving and succession strategies.