John Petrella is a financial advisor with Access Wealth in Totowa, NJ, holding a Series 66 designation and 12 years of industry experience. He has been with Access Wealth Planning, LLC since 2013 and is also associated with Tuthill and Merker, LLC, and Morris Merker & Co, LLC. Access Wealth serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to build diversified models and evaluate third-party managers.

Curtis Brooks is a financial advisor at 5C Capital Management, LLC in Woodcliff Lake, NJ, with 40 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 65 licenses. 5C Capital Management provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, discretionary investment management, and periodic asset allocation and rebalancing. The firm constructs portfolios using a mix of institutional mutual funds, separately managed accounts, ETFs, individual equities, fixed income, and alternative assets when appropriate, following a structured due-diligence process and regularly monitoring accounts under discretionary authority.

Dov Fobar is a financial advisor at Comprehensive Capital Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at APW Capital, Inc. since 2014. Outside of his advisory role, he provides general management consulting and insurance services through a separate business. Comprehensive Capital Management, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses by offering portfolio management, retirement plan consulting, and financial planning. The firm employs a mix of fundamental and technical investment methods and manages accounts on both discretionary and non-discretionary bases.

Gina Stormont is a financial advisor at Cornerstone Planning Group with 22 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at New York Life, Eagle Strategies, and operating her own firm, Stormont Financial Strategies. She serves as a volunteer community leader for the Million Dollar Round Table (MDRT), acting as a communications liaison for educational initiatives. 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, emphasizing passive investment strategies through low-cost mutual funds and ETFs while tailoring portfolios to client goals and risk tolerance.

Reed Fraasa is a CFP® professional with 21 years of industry experience, currently serving at HIGHLAND Financial Advisors, LLC since 2005. He holds a Series 63 license and is based in Riverdale, NJ. HIGHLAND Financial Advisors is a registered investment adviser that serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm applies Modern Portfolio Theory and strategic asset allocation, using fundamental analysis and third-party research to manage diversified portfolios that include mutual funds, ETFs, and private alternative allocations.

Irene Stolte is a financial advisor at Cornerstone Planning Group with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with Eagle Strategies and New York Life. Stolte serves as an instructor at Rutherford Adult School, teaching an SMRU-approved seminar, and holds board positions with the National Association of Insurance and Financial Advisors (NAIFA) New Jersey chapter, BNI International’s Summit of Success Chapter, and the nonprofit adoption agency Family Options. 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 passive investment strategies tailored to client objectives and risk tolerance, and offers specialized ERISA fiduciary consulting services for plan sponsors.

Anthony Depersio is a CFP® professional with 12 years of industry experience, currently serving at Cornerstone Planning Group. His background includes roles at Eagle Strategies (NY Life) and NYLIFE Securities, spanning from 2013 to 2020. Outside of his advisory work, he volunteers as a recreational basketball coach. Cornerstone Planning Group serves individuals, businesses, retirement plans, foundations, trusts, and estates, providing discretionary portfolio management and comprehensive financial planning. The firm is an independent, fee-only SEC-registered adviser that emphasizes low-cost, passive investment strategies guided by documented client objectives.

Ernest Volkmann Jr. is a financial advisor at Makrod Investment Associates Inc with a Series 65 designation and one year of industry experience. His prior roles include positions at Longwave Management Solutions, Polarium Energy Solutions, and Panasonic Corporation. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focusing on equities, investment-grade fixed income, and cash/money market funds, operating primarily on a non-discretionary basis with tailored portfolio recommendations.

Lance Drucker is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently Chairman at Drucker Wealth and has worked previously at Hornor, Townsend & Kent, Inc. for 39 years. Drucker oversees his team and leads strategic planning at his firm. Drucker Wealth serves primarily pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields and small-business owners. The firm offers comprehensive financial planning and portfolio management, employing a combination of fundamental, technical, tactical, and behavioral analysis to build diversified portfolios.

Edward Leach is a CFP® professional with 13 years of industry experience, currently serving at HIGHLAND Financial Advisors, LLC since 2013. He previously worked briefly at Traphagen Financial Group in 2014. Outside of financial advising, he holds a New Jersey real estate license and works on a referral basis without dedicating regular hours to real estate activities. HIGHLAND Financial Advisors provides financial planning and investment advisory services to individuals, families, high-net-worth clients, and institutions. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and integrates tax-aware asset location and fundamental analysis in managing approximately $640 million in discretionary assets.

Gerald Brown is a CFP® and Series 65-licensed financial advisor at Maltin Wealth Management, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott and Ernst and Young LLP before joining Maltin Wealth Management in 2022. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm combines macroeconomic analysis with fundamental and technical security selection to build diversified portfolios, using mutual funds, ETFs, structured notes, options, and individual securities, and offers multi-generational planning and continuous client reviews.

Joey Casolaro is a CFP® professional with six years of experience at HIGHLAND Financial Advisors, LLC. He previously worked at Moisand Fitzgerald Tamayo, LLC and Newbridge Securities Corporation. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm focuses on wealth and investment management using Modern Portfolio Theory and strategic asset allocation, employing diversified mutual funds and ETFs alongside fundamental analysis and third-party research.

John Moynihan is a CFP® with 24 years of experience in the financial industry. He has worked at Accretive Wealth Advisors LLC since 2026, following a 20-year tenure at Waterstone Wealth Advisors, LLC, and four years at Ameriprise. He is based in Parsippany, NJ, and holds a Series 63 license. Accretive Wealth Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis, internal due diligence, and regular client interaction to establish goals and risk tolerance.

John Bartlett is a CFP® with 13 years of industry experience, currently serving at CFS Investment Advisory Services LLC since 2012. He previously worked at Cambridge Investment Research, Inc. Bartlett volunteers as a coach at Animal CrossFit in Lyndhurst, NJ, and owns Harrisons Bagel Shop in Harrison, NJ. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and employs a tailored investment approach using mutual funds, ETFs, individual securities, and Independent Managers.

Eric Furey is a CFP®, CFA®, and Series 65 registered advisor with 16 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously at Regent Atlantic for ten years. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to a diverse client base including individuals, trusts, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, stocks, bonds, and options.

Kenneth Botwinick is a Series 66 licensed financial advisor at Signature Wealth Management Partners, LLC with 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Linsco/Private Ledger Corp., and has been associated with Botwinick & Company, LLC since 1997, where he serves as a Certified Public Accountant and partner. His non-investment activities include accounting, audit, tax services, and consulting on business financing strategies. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a range of securities and employs a blend of fundamental, technical, and cyclical analysis with periodic rebalancing.

Fahmin Fardous is a CFP® professional at Zenith Wealth Partners with three years of industry experience. His prior roles include positions at securities and banking firms, including over a decade at PNC Bank. Outside of advisory work, he is involved in managing an investment property. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations with financial planning, portfolio management, and consulting services. The firm’s investment approach emphasizes low-cost, diversified index exposures combined with selective active management and ongoing portfolio monitoring through a documented Investment Policy Statement.

Tyler Allen is a financial advisor with Cornerstone Planning Group in Fairfield, NJ, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Cornerstone in 2022, he worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company from 2018 to 2022. Outside of financial advising, he tutors at the Huntingdon Learning Center. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to a diverse client base including individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs, and offers specialized ERISA fiduciary consulting services for plan sponsors.

Gregory Makowski is a CFP® with 44 years of experience in the financial services industry. He has been with CFS Investment Advisory Services LLC since 1997 and previously worked at Cambridge Investment Research, Inc. from 2005 to 2017. Outside of advisory work, he serves as a trustee for a family trust and is a member of the advisory and advancement board at William Paterson University’s Cotsakos College of Business. CFS Investment Advisory Services, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as trusts, estates, and business entities. The firm uses a range of investment strategies, including mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary account management.

Daniel Divizio is a CFP® and Series 65 credentialed advisor at Signet Financial Management, LLC with 11 years of industry experience. He has worked at Signet Financial Management since 2015 and more recently at Summit Financial, LLC. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary wealth management, portfolio management, financial planning, and advisory services. The firm employs a disciplined, evidence-based investment approach that combines fundamental and quantitative analysis, utilizing diversified portfolios with options for tactical rebalancing and third-party manager integrations.