Robert Mehlin is a financial advisor at Key Client Fiduciary Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coastal Investment Advisors, Coastal Equities, and Wells Fargo Advisors Financial Network. Mehlin is the sole member of Ryan Gregory Securities, LLC, where he performs payroll and bill paying duties without compensation. 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 offers financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis and client-specific investment policies to construct and monitor portfolios.

Richard Flora is a financial advisor with Key Client Fiduciary Advisors, LLC, holding a Series 63 designation and 40 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Realta Equities, Inc. Flora is also a co-owner of Key Client Financial Advisors LLC, where he subleases office space. 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 offers financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis to construct client-specific portfolios with ongoing monitoring and quarterly reviews.

Thomas Bell is a financial advisor at Signature Wealth Management Partners, LLC with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Merrill and Purshe Kaplan Sterling Investments. He also spent eight years as a self-employed advisor prior to joining his current firm. Signature Wealth Management Partners provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm offers both stand-alone financial planning and comprehensive wealth management using customized and model-based portfolios across multiple risk strategies.

Alexander Paszkiewicz is a financial advisor at CFS Investment Advisory Services LLC with six years of industry experience. He holds a Series 65 credential and has worked at CFS since 2020. Outside of his advisory role, he serves as a board member for Ability School, a private educational institution for children ages 3 to 13, where he attends meetings and provides advice. He also provides occasional tennis instruction. CFS Investment Advisory Services, LLC offers 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 customizes client portfolios using a range of investment vehicles while conducting ongoing monitoring and regular reviews.

Gregory Pitts is a Series 65-licensed advisor with Natural Investments in White Plains, NY, where he has worked since 2011. He has 4 years of industry experience. Natural Investments is a values-focused advisory firm serving individual clients, institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes socially responsible investing using diversified portfolios aligned with client goals, risk tolerance, and social or environmental restrictions.

Jake Steinberg is a CFP® with five years of industry experience, currently serving as a financial advisor at Revolve Wealth Partners, LLC. He has been with Revolve Wealth Partners since 2019. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, independent third-party managers, and private placement investments, focusing on growth and value integration, global diversification, rebalancing, and tax sensitivity.

Frank Manziano is a CFA® and holds a Series 66 license with nine years of industry experience. He is currently with SimplyRIA Advisor Network and operates his own entity, Frank the Financial Coach LLC. Manziano has prior experience at Hennion & Walsh Asset Management, Inc. and Sound Financial Advice, LLC. He also serves in educational roles with the Tenafly and Glen Rock Boards of Education. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support. The firm employs a combination of active and passive management strategies and offers services through multiple independent Investment Adviser Representatives within a corporate RIA structure.

Jack Baron is a Series 65-licensed financial advisor with Revolve Wealth Partners, LLC in Hackensack, NJ. He has four years of industry experience, including previous roles at Epic and as a student before entering the advisory profession. Revolve Wealth Partners is a multi-team registered investment adviser serving individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified, globally aware portfolios tailored to client risk profiles, with an emphasis on tax sensitivity, ongoing manager due diligence, and access to alternative strategies for qualified investors.

Lauren Dwyer is a CFP® and holds a Series 65 license, with two years of industry experience. She is currently an advisor at Strategic Family Wealth Counselors, L.L.C., where she has worked since 2023. In addition to her financial advisory role, she coaches the Skyliners Synchronized Skating Team. Strategic Family Wealth Counselors, L.L.C. offers comprehensive wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and other entities. The firm manages approximately $1.66 billion in assets and emphasizes individualized financial planning combined with fundamental analysis and a diversified investment approach.

Nicholas Laverghetta is a CFP® professional with 23 years of industry experience, currently serving at NCM Capital Management, LLC since 2009. He holds Series 63 and Series 66 licenses and is based in Ramsey, NJ. NCM Capital Management serves individual and high-net-worth clients, as well as charitable organizations, foundations, and businesses, managing approximately $431.7 million in discretionary assets. The firm employs a blend of passive and active investment strategies within a Modern Portfolio Theory framework to build diversified, tax-aware portfolios and integrates custodian-provided educational resources into its practice.

Isaac Claar is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Revolve Wealth Partners, LLC since 2023 and previously worked for ten years at Solomon Schechter Middle School. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes discretionary portfolio management, global diversification, and tax sensitivity while coordinating with clients’ other professional advisors.

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.

Dru Burns is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Drucker Wealth and has previous experience at UBS Financial Services and Morgan Stanley. Outside of his advisory work, he coaches an under-16 girls youth hockey team with the Team Colorado Hockey Association. Drucker Wealth serves individuals, high-net-worth clients, mid-career professionals in technology and healthcare, and small business owners with comprehensive financial planning and discretionary portfolio management. The firm integrates fundamental, technical, and tactical analysis with behavioral finance to manage portfolios and employs tools such as direct indexing and third-party asset managers.

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.

William Walsh IV is a financial advisor at Emissary Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Dunedain Capital LLC and Con Edison, where he was employed for 11 years. Outside of his advisory role, he manages Dunedain Capital L.L.C., the general partner of Aegis Partners Fund LLC. Emissary Wealth provides financial planning, consulting, and investment management services to a range of clients including individuals, high-net-worth clients, and business entities. The firm emphasizes fundamental analysis and a long-term, goal-based approach, while also serving as investment adviser to a private fund and sponsoring investment partnerships.

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 experience in the financial industry. He is currently with NobleBridge Wealth and has previously worked at Wealth Enhancement Group, M&R Capital Management, Dumont & Blake Investment Advisors, and Altius Capital Partners. NobleBridge Wealth Management provides discretionary and non-discretionary investment management, financial planning, retirement-plan consulting, and project-based or subscription planning services to individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations. The firm employs a blended investment process using fundamental, technical, and quantitative analysis across various strategies, including proprietary and third-party managed models.

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.