Matthew Schreiber is a financial advisor with Hartshorne Group, LLC, holding a Series 65 designation and 17 years of industry experience. He has worked at Millington Securities, Inc., The Hartshorne Group, and Foreside Fund Services, LLC. Schreiber also serves as president and chief investment strategist of WBI Investments, an affiliated registered investment adviser. Hartshorne Group (now CyborgWealth) provides financial planning, wealth management, tax-related services, and investment management supervision primarily for individual, high-net-worth, institutional, and intermediary clients. The firm operates on a non-discretionary, manager-referral model, coordinating client reporting and ongoing portfolio reviews while referring implementation to affiliated or third-party managers.

Kristopher Jones is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Condor Capital Wealth Management since 2023. Prior to joining Condor, he was involved in property management and a payment services business. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing portfolio management, financial planning, and pension consulting services. The firm employs a fee-only investment approach utilizing various asset types, including equities, fixed income, ETFs, and private funds, and incorporates AI tools to support advisor analysis while maintaining human oversight.

Linda Wang is a Series 65-licensed financial advisor at Condor Capital Wealth Management with three years of industry experience. She has been with Condor Capital since 2023 and previously held roles at Rutgers University and Highland Park High School. 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 pension plan consulting. The firm employs a fee-only investment approach using diverse strategies, including direct indexing and AI-assisted analysis, across its 17-office multi-location structure.

Dekker Buckley is a financial advisor at Investment Partners Asset Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at T3 Trading Group, LLC, and held roles outside the financial sector, including at TMHCC Surety Group and in education. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside consulting services. The firm employs a multi-style investment approach focused on value investing and utilizes a range of instruments, including derivatives and structured products.

Kelly Cole is a financial advisor at Epic Wealth Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked previously at Fountainhead Capital Management, Jarred Bunch Consulting, and Chelsea Financial Services. In addition to her advisory role, Ms. Cole is a licensed insurance agent and is involved with the Duffy Cole Agency, LLC, through which she manages a referral-based business relationship. Epic Wealth Management provides financial planning and investment management services to individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic approach with tactical overlays, primarily using model portfolios and third-party sub-advisors, and integrates insurance activities alongside its advisory services.

Jacob Boylan is a CFP® with eight years of industry experience. He has been with Condor Capital Wealth Management since 2016 and previously worked at Creative Financial Group, an office of MassMutual, from 2015 to 2016. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs, financial planning, and pension plan consulting, utilizing a range of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private funds, with ongoing monitoring and client reviews.

Richard Zeitz is a financial advisor at Bravias Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alphastar Capital Management, LLC, as well as Bravias Financial and Bravias Capital Group since 2008. He is also appointed with various outside insurance carriers for brokering non-registered insurance products. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm employs a risk-based model portfolio approach that includes mutual funds, ETFs, and individual securities across diverse asset classes.

Bryan Britchkow is a financial advisor at Star Wealth Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Thrive Financial Services and FSC Securities Corporation. Star Wealth Advisors provides discretionary investment and portfolio management and financial planning services to individuals, trusts, estates, and corporations. The firm emphasizes long-term, fundamental analysis and diversified strategies, including the use of mutual funds, ETFs, individual securities, and third-party money managers, and operates its own wrap fee program.

Thomas Shepherd is a financial advisor at Investment Partners Asset Management with 19 years of industry experience. He has held roles at Investment Partners Asset Management since 2008 and previously worked at T.R. Winston & Company, LLC. Shepherd holds Series 63, Series 65, and Series 66 licenses. Investment Partners Asset Management is an SEC-registered advisory firm serving individuals, business entities, trusts, estates, and retirement plans. The firm manages approximately $333 million in client assets, employing a value-oriented investment approach across equities, fixed income, mutual funds, ETFs, and more complex instruments including options and derivatives.

Patrick Appello is a financial advisor at Buckman Advisory Group LLC with 38 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Herbert J. Sims & Co., Inc. for 22 years before joining Buckman. Outside of finance, he teaches music weekly at both the Monmouth Conservatory and Georgian Court University. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios, typically implementing strategies with mutual funds, equities, bonds, and ETFs.

Samuel Ramos is a financial advisor at Star Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Third Seven Capital, Wells Fargo Bank and Clearing, and PNC Investments. Ramos has been with Star Wealth Advisors since 2025. Star Wealth Advisors provides discretionary investment and portfolio management and financial planning services to individuals, including high net worth clients, as well as trusts, estates, and corporations. The firm emphasizes long-term fundamental analysis and uses diversified strategies including mutual funds, ETFs, individual securities, and third-party money managers, managing approximately $44.4 million in discretionary assets through a team of nine advisors.

Jason Muscari is a financial advisor with Empire Financial Management Company, LLC, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Empire Financial Management since 2016 and also works with Empire Asset Management. Outside of his advisory role, he serves as CEO and President of JAM Planning & Consulting. Empire Financial Management Company provides portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities, tailoring strategies to client objectives through separately managed accounts. The firm’s investment approach includes a wide range of asset classes and strategies, with a focus on client-specific asset allocation.

Elias Burgos is a financial advisor at Atlas Private Wealth Advisors with a Series 66 credential and two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and LPL Financial, as well as entrepreneurial experience with Burgos Enterprises Junk Removal. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets across more than 1,200 client relationships, utilizing tailored strategies and a combination of fundamental, technical, and cyclical analysis.

Daniel Connolly is a financial advisor with Covenant Asset Management, LLC, where he has worked for 13 years. He holds 36 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he owns a tax preparation and accounting services business. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations by providing portfolio management and financial planning services. The firm employs a growth-at-a-reasonable-price investment approach combined with fundamental and technical research, focusing on tax efficiency and risk alignment.

Steven Trusso is a financial advisor with Buckman Advisory Group LLC in Little Silver, NJ, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Mercer, Bokert, Buckman & Reid, Inc. since 1998. Buckman Advisory Group, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset-allocation process using model portfolios primarily composed of mutual funds, equities, bonds, and ETFs, managing approximately $236 million across about 814 client relationships.

Jared Smallwood is a financial advisor at Smallwood Wealth Management with one year of industry experience. He holds a Series 65 designation and has a background that includes directing the rugby program and coaches at Fordham University. Smallwood Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm applies modern portfolio theory with a long-term trading approach and conducts regular reviews for ongoing advisory clients.

Nikhil Agharkar is a financial advisor at EPIC Wealth Management LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at ShoreHaven Wealth Partners and Crowne Point Tax & Wealth Counsel. Outside of his financial advisory role, he is the owner and managing member of NSA Legacy Legal, a law practice specializing in estate planning and strategic tax advice. EPIC Wealth Management provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, and other entities. The firm uses a strategic investment approach with a tactical overlay, primarily employing model portfolios and third-party Sub-Advisors for portfolio management.

Henry Mercer III is a financial advisor at Withum Wealth Management with 22 years of industry experience. He holds the Series 65 and Series 63 licenses. Mercer previously worked at Mercer Capital Advisers, Inc. for 23 years before joining Withum Wealth Management in 2025. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension plans, trusts, estates, and charitable organizations. The firm employs a goals-based investment process with tax optimization and customized portfolios, offering a range of services including investment management, financial planning, retirement plan consulting, and an Integrated Wealth Management platform for high-net-worth clients.

Vincent D'albora is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Securities Corporation. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through about 274 advisors and serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a broad range of advisory programs and financial planning services, utilizing multiple program structures and third-party sub-advisers.

Michael Brennan is a CFP® professional with 30 years of experience in financial services, currently serving at Calton & Associates, Inc. since 2012. He has prior experience with RMR Wealth Builders, Inc. in 2022. Outside of advising, he is active as a licensed real estate agent with Weichert Realtors and an independent insurance agent selling fixed insurance products. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with discretionary and non-discretionary management options and operates various program structures including firm-managed wrap programs and separate account platforms.