Michael Mcmane is a financial advisor at Key Group Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. Outside of his advisory role, he serves on the boards of the Livingston Chamber of Commerce and the West Essex YMCA and acts as executor of his mother’s estate. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, emphasizing non-discretionary client relationships. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, providing a combined approach to wealth management.

Kathleen Buske is a CFP® with 24 years of experience in the financial industry. She is currently with Hallmark Capital Management Inc., where she has worked for 10 years. She holds a Series 63 license and is based in Paramus, NJ. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process with a focus on equities, fixed income, and cash, using individual securities alongside mutual funds and ETFs when appropriate.

Dru Burns is a CFP® and Series 66–licensed advisor at Drucker Wealth with five years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley. Outside of his advisory work, he coaches a girls' under-16 hockey team for the Team Colorado Hockey Association. Drucker Wealth serves primarily pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields, as well as small-business owners. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a combination of fundamental, technical, tactical, and behavioral analysis to build diversified portfolios.

Amy Brackett is a CFP® and CFA® with four years of industry experience. She has been with Revolve Wealth Partners, LLC since 2021 and previously worked at Klingenstein Fields Advisors from 2007 to 2021. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm’s approach includes discretionary portfolio management using a range of investment vehicles, emphasizing growth and value integration, global diversification, and tax sensitivity.

Joseph Goldy is a CFP® with 19 years of experience in the financial services industry. He has been with HIGHLAND Financial Advisors, LLC since 2020 and previously worked at TD Ameritrade Investment Management, LLC and Scottrade, Inc. HIGHLAND Financial Advisors serves individuals, families, high-net-worth clients, and institutional clients, offering wealth management, investment management, and ERISA 3(38) fiduciary services with a discretionary management of approximately $640 million. The firm emphasizes strategic asset allocation aligned with Modern Portfolio Theory and incorporates tax-aware asset location and fundamental analysis in its investment process.

Harold Sasnowitz is a CFP® and Series 65-licensed advisor with 19 years of experience at BCR Wealth Strategies in Clifton, NJ. He has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2007. BCR Wealth Strategies serves individuals, including high-net-worth clients, as well as institutions such as pension plans, trusts, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory, offering services that include financial planning, wealth management, retirement consulting, and related tax and litigation support.

Mark Corrado is a financial advisor at Corrado Advisors, LLC with 4 years of industry experience. He is also a partner in Corrado CPA's, LLP, an accounting firm, Corrado Risk Management, LLC, an insurance firm, and Corrado Administrative Services, LLC, a management services firm. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering both discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm uses a range of investment strategies including allocations to equities, fixed income, mutual funds, ETFs, structured notes, options, and independent managers, and coordinates with affiliated professionals such as CPAs, insurance agents, and attorneys.

Amos Warren is a CFP® and CFA® with five years of industry experience. He is currently with NobleBridge Wealth and previously worked at Wealth Enhancement Group, M&R Capital Management, Dumont & Blake Investment Advisors, and Altius Capital Partners. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm combines strategic core allocations with active tactical overlays and uses both quantitative and qualitative methods to select managers.

Barry Strobel is a financial advisor with Corrado Advisors, LLC, holding four years of industry experience. He is also associated with CFG CPA, LLP, an accounting firm where he dedicates part of his time. His career includes long-term involvement with Corrado Advisors and Corrado CPA, LLP. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm employs a range of investment strategies and coordinates with an affiliated professional network that includes accounting, insurance, and legal services.

Michael Emr is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Signature Wealth Management Partners, LLC and has previously worked at Purshe Kaplan Sterling Investments, Botwinick & Company LLC, and LPL Financial. Outside of advising, he is a Certified Public Accountant and partner at Botwinick & Company, where he provides management, accounting, audit, and tax services. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a combination of fundamental, technical, and cyclical analysis, with investments across various asset types and strategies.

Philip Nydick is a financial advisor at CFS Investment Advisory Services LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Ernst and Young LLP for three years. Outside of his advisory role, he serves as a student mentor at the TAMID Group. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm manages approximately $2.73 billion in assets and employs a tailored approach using mutual funds, ETFs, individual securities, and allocations to independent managers.

Thomas Alonso is a CFA® charterholder and holds a Series 63 license, with three years of experience in the financial industry. He currently works at Hallmark Capital Management, part of Valley Wealth Managers, Inc., and has previous experience at Refinitiv, Foresters Financial, and Prospect Capital Corp. 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 individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with an investment process that incorporates client-specific guidelines and a proprietary Valuation Analysis.

William Traphagen is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has five years of industry experience. He has a ten-year affiliation with Loyola University. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm uses both fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Matthew Grosser is a financial advisor with Valley Wealth Managers, Inc. He holds a Series 65 designation and has 10 years of industry experience. He has been with Hallmark Capital Management since 2012. 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 individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs that utilize a proprietary valuation analysis and tactical asset allocation.

Edward Reaven is a financial advisor with Aurora Private Wealth, Inc. in Totowa, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Artisan Advisors since 2016. Outside of his advisory role, he is involved in selling collectibles online during weekends. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management through a team of 18 advisors managing approximately $374 million in assets, utilizing individualized investment policies, model portfolios, and independent managers.

Benedict Schlatter is a financial advisor at Makrod Investment Associates Inc with 12 years of industry experience. He holds a Series 65 credential and has been with Makrod Investment Associates since 2011. 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 focused on equities, investment-grade fixed income, and cash/money market funds, managing approximately $803.7 million on a primarily non-discretionary basis.

Alison Cogan is a financial advisor at MRA Advisory Group with 10 years of industry experience. She holds a Series 66 credential and has worked previously at Ameriprise Financial Services, Inc. and Niagara International Capital Limited. Outside of her advisory role, she owns a tax preparation firm, CoganWorks, and serves as treasurer for several local organizations, including a church, an education foundation, and the League of Women Voters of Morristown Area, as well as being a member of the Parsippany-Troy Hills Board of Education. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving retail and high-net-worth clients with portfolio management, retirement planning, tax preparation, and insurance placement. The firm employs risk-based model portfolios reviewed by an Investment Committee and offers specialized services such as Biblically Responsible Investing and access to alternative investments.

Reese Little is a financial advisor at Key Client Fiduciary Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis to construct portfolios tailored to each client’s objectives and risk tolerance.

John Francisco is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 license and eight years of industry experience. He has worked at firms including LPL Financial, LLC and Fidelity Brokerage Services LLC. Outside of his advisory work, he operates an e-commerce business selling clothing online. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a comprehensive investment approach that integrates fundamental and technical analysis, strategic asset allocation, and manager selection, with an emphasis on institutional due diligence and tax-aware decisions.

Giro Maddaluna is a financial advisor at Cornerstone Planning Group with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LUNA Financial Group, BM Financial Group, Eagle Strategies LLC, and New York Life. 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 tailored to client objectives and risk tolerance.