Hirbod Azmi is a financial advisor at Virtus Wealth Solutions with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. Outside of finance, he is a general partner in Chyna Project Partners, a film production company. Virtus Wealth Solutions serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering financial planning, asset management, and consulting. The firm manages portfolios using multiple analytical approaches and provides access to a range of securities and alternative investments, including private placements and insurance products.

Charles Weidman is a CFP® with 20 years of industry experience. He has been with Heritage Financial Counselors, LLC since 2017 and previously worked at LPL Financial from 2012 to 2017. Heritage Financial Counselors serves individuals, couples, and families, including high-net-worth clients, offering comprehensive financial planning, investment management, and consulting. The firm emphasizes non-discretionary management and tailors investment advice to client goals using primarily ETFs and low-cost mutual funds.

John Lui is a financial advisor at Chatham Wealth Management with 18 years of industry experience. He holds a Series 65 designation and has worked at both Chatham Wealth Management and Alpha Solutions Investment Advisors since 2010 and 2011, respectively. Chatham Wealth Management is a team of four advisors managing approximately $601 million in discretionary assets. The firm provides portfolio management and financial advice to individuals, high-net-worth investors, trusts, corporations, and retirement plans, utilizing a broad investable universe that includes derivatives alongside traditional asset classes.

Kenneth Schapiro is a CFA® charterholder with 24 years of industry experience. He has been with Condor Capital Management since 1988. Outside of his advisory role, he is the managing member of Courtside Racquet Club, a tennis club in Lebanon, NJ. Condor Capital Wealth Management serves individuals, business entities, trusts, pension plans, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial and pension plan consulting. The firm employs a fee-only investment approach using a range of strategies including individual equities, fixed income, ETFs, and private funds, and incorporates AI tools to support adviser analysis.

Brian Brown is a financial advisor at Investment Partners Asset Management with 23 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including T.R. Winston & Company, LLC and Community Informatics. Brown is also involved with Investment Partners Group, a holding company engaged in investment advice and consulting. 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 an emphasis on value investing and uses a range of strategies including tactical asset allocation, derivatives, and allocations to various funds and independent managers.

Joseph Trucano is a CFP® professional with 14 years of industry experience, currently serving at Oliver Luxxe Assets LLC. He has worked at Oliver Luxxe Assets and Purshe Kaplan Sterling Investments since 2014. His role includes fully servicing all aspects of client relationships, report management, and trade support. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a multi-factor quantitative screening process and fundamental research to manage diverse strategies through proprietary model portfolios and affiliated private funds.

Nicole Goberman is a financial advisor at Seabridge Investment Advisors LLC with four years of industry experience. She holds a Series 65 designation and has been with Seabridge since 2015. Seabridge Investment Advisors provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm constructs global, equity-focused portfolios across a range of strategies and serves other investment advisers as a sub-adviser while supporting both domestic and foreign investment vehicles.

Marc Davis is a CFA® charterholder with five years of industry experience. He has worked at Cary Street Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and Tradition Capital Management. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting to individuals, high-net-worth clients, and a variety of institutional clients. The firm combines quantitative asset-allocation models with fundamental security selection and manages portfolios on a discretionary basis across multiple advisory and wrap fee programs, including an actively managed proprietary ETF.

Robert Dunn is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Private Wealth Management Group, LLC since 2013. Dunn is based in Princeton, NJ, and is part of the Novi Wealth Partners team. Novi Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and corporate/pension/401(k) plans, offering comprehensive financial planning and investment management on a fee-only basis. The firm employs a documented asset-allocation process that integrates client goals, risk tolerance, and tax-aware portfolio construction, emphasizing passive core exposures and disciplined portfolio management.

Michael Milevoi is a CFP® and Series 65-licensed financial advisor at TKG Wealth Advisers LLC with two years of industry experience. Before joining TKG Wealth Advisers in 2024, he worked at SHI International and held positions at Rowan University and Colonia High School. He is the owner of Mileboy Holdings LLC, a non-investment-related valet service business. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and is known for its operational ties to an affiliated accounting practice, enabling combined service offerings and cross-referrals.

John Prokop is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He has been with Tilson Financial Group, Inc. since 2013. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, multi-asset class portfolios with a focus on asset allocation, diversification, and rebalancing.

Braden Schipke is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience. He has been with The GenWealth Group, Inc. since 2011 and previously worked at Purshe Kaplan Sterling Investments and LPL Financial. Outside of his advisory role, Schipke serves as Vice President and board member of Family Connections, Inc., a nonprofit organization. The GenWealth Group, Inc. advises individual and high-net-worth clients through discretionary portfolio management, financial planning, and an automated investment program primarily using ETFs with an ESG screening process. The firm manages approximately $661 million across 300 clients and operates a licensed insurance agency, offering a range of investment and insurance services through its five-advisor team.

Jonathan Kliment is an advisor at Condor Capital Wealth Management with a Series 65 designation. He has been with Condor Capital Management since 2013. Outside of his advisory role, he provides accounting and tax preparation services. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a fee-only investment approach utilizing a range of investment vehicles and offers specialized services such as direct indexing and AI-supported adviser analysis.

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.

Alan Reef is a financial advisor at Cary Street Partners Asset Management with six years of industry experience. He holds a Series 65 designation and previously worked at Tradition Asset Management from 2013 to 2020. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a combination of quantitative asset allocation and qualitative fundamental analysis across its model portfolios and separate accounts, and it manages a proprietary actively managed ETF along with wrap fee and model programs.

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.

Brad Jacobson is a financial advisor with Oliver Luxxe Assets LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Oliver Luxxe Assets LLC since 2014. Outside of his advisory role, Jacobson is involved as a partner in Poe Yoga LLC, a business offering hot yoga classes, where he assists with accounting and operations. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management to individual and institutional clients, including pension plans, trusts, and family offices. The firm uses a multi-factor proprietary quantitative screening process combined with fundamental research to implement diversified investment strategies across equities, fixed income, ETFs, and third-party managers.

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.

Jordan Gilberti is a CFP® with seven years of industry experience currently serving as an investment advisor representative at Boldin Advisors and Core Planning. His prior experience includes roles at Facet Wealth, Family Focus Financial Group, and the International Planning Alliance. He also works as a senior planner for Ontrail, Inc., providing consulting support for financial planning. Boldin Advisors offers financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs Modern Portfolio Theory in its investment consultations, recommending diversified portfolios primarily using low-cost index mutual funds and ETFs, and operates without discretionary authority over client accounts.

Thomas Paluck is a financial advisor at TSP Capital Management Group, LLC with 21 years of industry experience. He has been with TSP Capital Management Group since 2004. Paluck serves on the boards of several nonprofit charitable organizations and participates in an investment club. TSP Capital Management Group provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, business entities, and an investment club. The firm manages customized portfolios primarily consisting of publicly traded equities and investment-grade corporate debt, using a combination of fundamental and technical analysis tailored to clients’ income needs and tax considerations.