Megan Grusczynski is a CFP® at Revolve Wealth Partners, LLC with one year of industry experience. She has been with Revolve Wealth Partners since 2018 and previously worked at Russell Research from 2014 to 2018. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, utilizing a diversified approach that includes mutual funds, ETFs, individual equities, fixed income, and private placements for qualified clients.

Kathryn O'Donnell is a financial advisor at Makrod Investment Associates Inc with 13 years of industry experience. She has been with Makrod Investment Associates since 2000. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses fundamental analysis and a value-oriented approach, focusing on long-term purchases of blue-chip, dividend-paying stocks and investment-grade fixed income, managing approximately $803.7 million on a non-discretionary basis.

Christopher Kelly is a financial advisor at Cornerstone Planning Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services, Massachusetts Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he is also licensed to sell life, disability, and long-term care insurance. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs while tailoring portfolios to client objectives and risk tolerance.

Christopher Fundora is a financial advisor at Traphagen Financial Group in Oradell, NJ. He holds a Series 66 credential and has 12 years of industry experience, including 10 years with Traphagen Financial Group. Traphagen Investment Advisors LLC offers portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis, provides discretionary and fee-for-service options, and integrates tax and accounting services through its affiliation with an accounting practice.

Michael Dwyer is a CFP® with 42 years of industry experience, currently serving at Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ. He has worked at Purshe Kaplan Sterling Investments and Strategic Family Wealth Counselors since 2007. In addition to his advisory role, he is licensed as an insurance agent and sells insurance to clients when financial plans warrant. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes fundamental analysis and a multi-tiered discovery process, tailoring portfolios with active and passive strategies while integrating financial planning and portfolio implementation.

Timothy Boulanger is a financial advisor with Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience and has been with Strategic Family Wealth Counselors and Purshe Kaplan Sterling Investments since 2007. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes a multi-tiered discovery process with tailored portfolios that incorporate both active and passive strategies, managing approximately $1.31 billion in assets.

Lawrence Zagarola is a Series 65 licensed financial advisor with 23 years of industry experience. He has been with Access Wealth Planning LLC since 2004. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles and uses an investment committee to construct diversified models and evaluate third-party managers.

Eric Naphor is a financial advisor with Fortis Group Advisors LLC and holds the Series 66 designation. He has four years of industry experience and has worked at Fortis Group Advisors and LPL Financial since 2021. Prior to his advisory career, he held roles in various sectors including technology services and education. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management and financial planning, utilizing risk-profiling technology and integrates tax-aware considerations in its investment approach.

John D'arco is a CFA® charterholder with three years of industry experience. He is currently with Hallmark Capital Management Inc and has previously worked at Prudential and New York Life. He is based in Paramus, NJ. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, modular financial planning, and multiple wrap fee programs. Their investment process uses client-specific risk guidelines and a proprietary Valuation Analysis to guide tactical allocations and equity selections.

Michael Noschese is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Hamilton Cavanaugh & Associates, Inc. from 2004 to 2016 and again from 2017 to the present. Noschese assists with general information at Aspire Advisors on a non-compensated basis. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis in its research.

Jeffrey Hanson is a financial advisor at Traphagen Financial Group with 14 years of industry experience. He holds a Series 65 designation and has been with Traphagen Investment Advisors LLC since 2012. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis and offers both discretionary investment management and fee-for-service planning, with integrated tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Jane Rosenfeld is a financial advisor with Aspire Advisors, LLC, based in North White Plains, NY. She holds 15 years of industry experience and has been with Hamilton Cavanaugh & Associates, Inc. since 2004. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, including high-net-worth clients, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios of mutual funds and ETFs, tailoring allocations according to clients’ risk tolerance, liquidity needs, and time horizon.

Gary Hirsh is a CFP® with 21 years of industry experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC. His career includes roles at Atlas Fiduciary Financial, Stonegate Wealth Management, and a long-standing position as Of Counsel at Sobel & Co., Inc., where he provides tax preparation, accounting, and tax planning services. HIGHLAND Financial Advisors is a registered investment adviser serving individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm employs a Modern Portfolio Theory-based investment approach with strategic asset allocation, fundamental securities analysis, and tax-efficient portfolio management.

Francis Mckiernan is a financial advisor with Third View Private Wealth and holds a Series 66 designation. He has 12 years of industry experience and has previously worked at firms including Procyon Advisors, Baker Tilly, Bank of America, Merrill, and Morgan Stanley. Mckiernan is also a licensed insurance agent through Third View Risk, LLC, providing life insurance products to clients as needed. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base that includes individuals, families, trusts, estates, businesses, and institutional and charitable entities. The firm uses a combination of in-house and third-party model portfolios, separately managed accounts, and alternative investments to implement tailored strategies.

Anthony Ghetian is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at CFS Investment Advisory Services, LLC since 2019 and previously spent nine years at EF Legacy Securities. CFS Investment Advisory Services, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and Independent Managers, offering both advisory and insurance-related services.

Christopher Kenneally is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 12 years of industry experience. He has previously worked at LPL Financial LLC and INVEST Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using risk-profiling technology and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

James Zahakos is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones and Voya Financial Advisors before joining Fortis Group Advisors and LPL Financial in 2020. Outside of advisory work, Zahakos is involved in recruiting through S4 Search Partners. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach using institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and plan services.

Kevin Leeds is a financial advisor at Vision Retirement with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has maintained a long-standing accounting practice as president of Kevin L. Leeds, CPA, PC since 1980. Prior to joining Vision Retirement, he worked at Vaughan and Company Securities, Inc. for five years. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm combines third-party strategist models with advisor judgment to create tailored portfolios, incorporating technology and tax-aware strategies.

Carmine Corino is a CFP® professional with 22 years of industry experience, currently serving at Cornerstone Planning Group since 2009. He previously worked with NYLIFE Securities Inc and New York Life Insurance Company from 2003 to 2020. Outside of his advisory role, he is a part-owner of a restaurant in Nutley, New Jersey. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, focusing on portfolios built around written investment policy statements and generally favoring passive, low-cost mutual funds and ETFs tailored to client objectives and risk tolerance.

Jesse Weissberger is a financial advisor at AtCap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and National Asset Management. In addition to his advisory role, he is involved in insurance sales. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities, employing a mix of fundamental and technical analysis to tailor strategies ranging from long-term holdings to short-term trading.