Gregg Abella is a financial advisor at Investment Partners Asset Management in Metuchen, NJ, holding Series 63, 65, and 66 licenses with 27 years of industry experience. He has worked at Investment Partners Asset Management since 2000 and previously spent 17 years at T.R. Winston & Company, LLC. Investment Partners Asset Management is a SEC-registered advisory firm serving individuals, including high-net-worth clients, business entities, trusts, estates, and retirement plans. The firm manages approximately $333 million in client assets and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and derivatives.

Destiny Couter is a financial advisor at The Wealth Boutique with a Series 65 designation and one year of industry experience. Before joining The Wealth Boutique, Destiny worked at CreativeOne Wealth, LLC, Money Mavens, and several other firms across different sectors. The Wealth Boutique provides financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, as well as trusts and select institutions. The firm employs a goals-based, holistic approach that incorporates fundamental and technical analysis to tailor asset allocation and tax- and estate-aware recommendations, managing approximately $120.8 million for around 317 clients through a team of seven advisors.

Andre Rapoport is a CFP® professional with four years of industry experience, currently at IBEX Wealth Advisors, LLC. His prior roles include positions at CrossCountry Mortgage, LLC and 42 Growth Strategies, as well as academic experience at Ramapo College of New Jersey. IBEX Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis with a variety of investment strategies, including derivatives and structured products, managing client portfolios on a discretionary basis.

Hans Taenzer is a financial advisor with Alliance Wealth Management Group, LLC, holding a Series 65 designation and 19 years of industry experience. He was previously the sole member of Hans J. Taenzer, CPA, LLC, where he provided tax preparation, tax planning, and fiduciary services for 18 years. Alliance Wealth Management Group serves individual and high-net-worth clients, trusts, pension plans, and businesses with discretionary wealth management, investment consulting, and standalone financial planning. The firm employs fundamental analysis and Modern Portfolio Theory in its asset-allocation approach, tailoring portfolios to client risk tolerance and conducting regular reviews.

Keith Tucholski is a CFP® professional with 23 years of industry experience, currently serving at Hamel Associates, Inc. since 2002. He holds Series 63 and Series 65 licenses and operates out of Chatham, NJ. Hamel Associates, Inc. is a wealth management firm that primarily serves high-net-worth individuals, offering investment management, financial planning, and tax preparation services. The firm follows a value-oriented investment approach focused on large-cap dividend-paying stocks and investment-grade fixed income, and it manages both discretionary and non-discretionary accounts.

Matthew Rubin is a financial advisor at Cary Street Partners Asset Management with 16 years of industry experience. He holds the Series 63 designation and has previously worked at Anchorcove Capital LLC and Matrix Private Capital Group. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting primarily to other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm utilizes both quantitative model portfolios and qualitative fundamental approaches in managing assets and offers services including wrap fee program strategies, sub-advisory roles, and management of a registered ETF.

Derek Wittjohann is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2010 to 2023 before joining Premier Path Wealth Partners, LLC in 2023. Derek is based in Madison, NJ, and is part of a four-advisor team at Premier Path. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a combined fundamental, technical, and quantitative investment approach and utilizes third-party platforms and managers to support client strategies.

John Campise is a financial advisor with TKG Wealth Advisers LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Park Ave Securities and Guardian Life Insurance. 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 maintains operational ties to an affiliated accounting practice, providing combined service offerings.

Patrick Nolan is a financial advisor at Personal CFO Solutions LLC with 24 years of industry experience. He has been with Personal CFO Solutions since 2011 and previously worked for nine years at Goldman Sachs Wealth Services. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients, offering comprehensive financial planning and discretionary portfolio management with an emphasis on long-term investment strategies supplemented by tactical short-term trading. The firm utilizes detailed suitability assessments, regular client reviews, and a formal investment committee process for manager selection.

Brandon Sisk is a financial advisor at Green Ridge Wealth Planning LLC with two years of industry experience. He holds a Series 65 designation and has worked at Green Ridge Wealth Planning since 2021. Prior to that, he was employed at Cross Country Mortgage for one year. Green Ridge Wealth Planning LLC offers discretionary portfolio management, financial planning, and pension consulting services to individual clients and pension and profit-sharing plans. The firm manages approximately $383.8 million in discretionary assets and primarily invests in exchange-traded funds, stocks, bonds, and mutual funds using firm-developed model portfolios and discretionary authority.

Joseph Barrios is a financial advisor at Heritage Financial Counselors, LLC with a Series 65 designation and nine years of industry experience. His work history includes roles at Fiduciary Trust Company International, The Fortez Group, and a position at the University at Buffalo. Heritage Financial Counselors serves individuals, couples, families, and high-net-worth clients with comprehensive financial planning and investment management. The firm uses an integrated five-step planning process and primarily invests in exchange-traded funds and low-cost mutual funds, delivering advice mainly on a non-discretionary basis with client consent required for transactions.

Makayla Vazquez is a CFP® with three years of industry experience, currently serving as a financial advisor at Oliver Luxxe Assets LLC. Her prior experience includes roles at UBS Financial Services and Lazard Asset Management. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to a diverse client base, including individuals and institutions. The firm employs a multi-factor quantitative screening process combined with bottom-up research and manages a variety of investment strategies through proprietary models and sub-advisers.

Judith Lutzy is a CFP® with 37 years of industry experience, currently serving at Tilson Financial Group Inc. and American Portfolios Financial Services Inc. She holds Series 63 and Series 66 licenses. In addition to her advisory work, she is an independent insurance broker for various companies. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and businesses by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, multi-asset class portfolios primarily composed of mutual funds and ETFs.

Roderick Mcrae is a CFA® charterholder with 23 years of industry experience. He is a founding member of Mcrae Capital Management Inc., where he has worked since 1981. The firm provides discretionary investment management and financial planning services primarily to high-net-worth and institutional clients. McRae Capital Management emphasizes fundamental, long-term analysis and tailored asset allocation across equities, fixed income, and cash, with a focus on buy-and-hold strategies while occasionally employing more complex techniques such as short sales, margin, and options.

William Cunliffe is a financial advisor at Covenant Asset Management, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials. His prior work history includes roles at VP Research, Inc. and Elevation, LLC. Covenant Asset Management is an SEC-registered advisory firm managing approximately $692.6 million for individual and high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm utilizes a growth-at-a-reasonable-price and thematic equity approach, complemented by dividend appreciation and fixed-income strategies, with an emphasis on tax efficiency and disciplined portfolio management.

Robert Moskowitz is a financial advisor at Chatham Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Investment Management Services LLC, PGIM Investments LLC, and Pruco Securities LLC. Chatham Wealth Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and pension/profit-sharing plans. The firm uses fundamental, technical, and cyclical analysis to build tailored portfolios and frequently incorporates derivatives such as options and structured products in its strategies.

Robert Russo is a financial advisor with TKG Wealth Advisers LLC, holding the CFP® and PFS™ designations and possessing 32 years of industry experience. His prior roles include positions at RMR Wealth Builders, Inc., Calton & Associates, Inc., and Koenig, Russo & Associates. Outside of advisory work, he is involved as a board member and treasurer for the September 11th National Memorial Trail Alliance and provides accounting services for the From Tessa With Love Foundation, Inc. TKG Wealth Advisers LLC is a New Jersey-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, families, businesses, and plan sponsors, managing approximately $102 million in client assets. The firm integrates investment management with affiliated accounting services and utilizes co‑advisory arrangements and third-party manager research to customize diversified portfolios.

Howard Hook is a CFP® with 23 years of industry experience, currently affiliated with Access Wealth. He has worked at DHH Advisors, LLC since 2013 and has been involved with Access Wealth Planning LLC since 2001. In addition to his advisory role, he provides income tax preparation services as a CPA. Access Wealth serves individual and high-net-worth clients as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm applies Modern Portfolio Theory through an investment committee that constructs diversified models and evaluates third-party managers based on performance, risk, and fees.

Robert Taylor is a CFP® professional with 30 years of experience in the financial services industry. He is currently an advisor at WealthPlan Investment Management LLC and has previously worked at firms including Fidelity Brokerage Services and Securities America. Outside of his advisory role, he manages insurance sales through WealthPlan Partners. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services, utilizing model-based strategies, a diverse range of investment vehicles, and third-party sub-advisers.

David Gray is a CFP® with 17 years of industry experience and is a partner at Parisi Gray Wealth Management, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and Merrill Lynch. Outside of his advisory work, he is also a licensed independent insurance agent offering fixed insurance solutions. Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach incorporating fundamental, technical, and cyclical analysis, managing approximately $796 million in client assets.