Hoa Le is an investment advisor representative with Transcend Capital Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc., holding Series 63 and Series 66 licenses. She has 25 years of industry experience, including positions at Merrill and Arax Advisory Partners. Ms. Le conducts approximately 90% of her business as an investment advisor representative. Transcend Capital Advisors manages roughly $2.9 billion and serves individual clients, family offices, trusts, estates, retirement and profit-sharing plans, and private foundations. The firm offers comprehensive financial planning and portfolio management services with a long-term, diversified investment approach across various asset classes, including equities, fixed income, alternative investments, and private placements.

Michael Manginelli is a financial advisor at Fortis Group Advisors LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at MML Investors Services and MassMutual. Manginelli is also involved in insurance through The Fortis Agency, LLC. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using risk-profiling technology and offers both discretionary and non-discretionary portfolio management alongside financial planning and ERISA plan services.

Joseph Verile is a financial advisor at MRA Advisory Group in Parsippany, NJ, holding a Series 65 designation with eight years of industry experience. He has been with MRA Advisory Group since 2017 and previously worked at Ameriprise Financial Services. Outside of his advisory role, he provides consulting support to MRA Capital Partners, a private equity real estate fund focused on commercial projects in Florida. MRA Advisory Group offers wealth management and financial planning services to both retail and high-net-worth clients, managing discretionary and non-discretionary accounts with an emphasis on risk-based model portfolios. The firm provides a range of services including retirement planning, tax preparation through an affiliated CPA practice, and access to alternative investments and private equity for eligible clients.

Tiera Mulligan is a financial advisor at Traphagen Financial Group with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, Chase Investment Services Corp., and JPMorgan Chase Bank since 2011. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm uses a combination of fundamental and technical analysis and integrates tax and accounting services through its affiliation with an accounting practice.

Megan Grusczynski is a CFP® at Revolve Wealth Partners, LLC with one year of industry experience. She has been with Revolve Wealth Partners since 2018 and previously worked at Russell Research from 2014 to 2018. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, utilizing a diversified approach that includes mutual funds, ETFs, individual equities, fixed income, and private placements for qualified clients.

Michael Prestifilippo is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He currently works at WealthPlan Investment Management LLC and has previously been affiliated with Fidelity, Securities America Inc, and OSAIC. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing over $2 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, and institutional investors using model-based strategies across various asset classes, including mutual funds, ETFs, and alternatives, while also providing fiduciary and consulting services.

Ryan Tuttle is a financial advisor at Signet Financial Management, LLC with a Series 65 designation. He has been with Signet since 2023 and previously worked at the University of New Hampshire and St Joseph Regional High School. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary approach combining fundamental and quantitative analysis to construct diversified portfolios.

Kathryn O'Donnell is a financial advisor at Makrod Investment Associates Inc with 13 years of industry experience. She has been with Makrod Investment Associates since 2000. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses fundamental analysis and a value-oriented approach, focusing on long-term purchases of blue-chip, dividend-paying stocks and investment-grade fixed income, managing approximately $803.7 million on a non-discretionary basis.

Christopher Kelly is a financial advisor at Cornerstone Planning Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services, Massachusetts Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he is also licensed to sell life, disability, and long-term care insurance. 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 while tailoring portfolios to client objectives and risk tolerance.

Christopher Fundora is a financial advisor at Traphagen Financial Group in Oradell, NJ. He holds a Series 66 credential and has 12 years of industry experience, including 10 years with Traphagen Financial Group. Traphagen Investment Advisors LLC offers portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis, provides discretionary and fee-for-service options, and integrates tax and accounting services through its affiliation with an accounting practice.

Rodd Berro is a CFP® professional with 10 years of industry experience. He has worked at Sports & Entertainment Investment Advisers, LLC from 2016 to 2024 and has been with Pegasus Group, LLC since 2001. Pegasus Group, LLC provides discretionary, fee-only investment advisory services primarily to individuals, high net worth individuals, trusts, estates, and business entities. The firm focuses on portfolio management for individual accounts and employs a sub-advisory arrangement with its affiliated SEC-registered adviser, Pegasus Asset Management, to implement investment strategies.

Jordan Kaufman is a CFP® and CFA® with 21 years of industry experience. He is currently with Green Ridge Wealth Planning LLC, where he has worked since 2020. His prior experience includes roles at Advisory Services Network LLC, Oppenheimer & Co. Inc., and Goldman Sachs & Co. Kaufman serves on the boards of several nonprofit organizations, including West Bergen Mental Healthcare, The Ridgewood AM Rotary Club, and the Ridgewood High School Alumni Association. Green Ridge Wealth Planning LLC provides discretionary portfolio management, fixed-fee financial planning, and pension consulting to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm primarily advises on exchange-traded funds through firm-developed model portfolios, using fundamental and cyclical analysis with an investment approach that includes margin and ongoing portfolio rebalancing.

Rebecca Garcia is a financial advisor with Premier Path Wealth Partners, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Merrill and Medix before joining Premier Path Wealth Partners. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and access to private pooled investments. The firm employs a multi-analytic investment approach across various instruments and supports employer plan sponsors, using both internal and third-party managers.

Lee Clay is a financial advisor at Regatta Capital Group, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Regatta Capital Group since 2018. Prior to that, he was self-employed for ten years. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach to portfolio construction and offers a range of services including wealth management, retirement plan advisory, estate-document generation, and digital-asset account facilitation.

Michael Dwyer is a CFP® with 42 years of industry experience, currently serving at Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ. He has worked at Purshe Kaplan Sterling Investments and Strategic Family Wealth Counselors since 2007. In addition to his advisory role, he is licensed as an insurance agent and sells insurance to clients when financial plans warrant. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes fundamental analysis and a multi-tiered discovery process, tailoring portfolios with active and passive strategies while integrating financial planning and portfolio implementation.

Timothy Boulanger is a financial advisor with Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience and has been with Strategic Family Wealth Counselors and Purshe Kaplan Sterling Investments since 2007. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes a multi-tiered discovery process with tailored portfolios that incorporate both active and passive strategies, managing approximately $1.31 billion in assets.

Lawrence Zagarola is a Series 65 licensed financial advisor with 23 years of industry experience. He has been with Access Wealth Planning LLC since 2004. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles and uses an investment committee to construct diversified models and evaluate third-party managers.

Larry Moons is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Concourse Financial Group Securities for 16 years. Outside of his advisory role, he owns ProInvestment Solutions, which provides securities and insurance products. Jeffrey Matthews Wealth Management serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm offers portfolio management through an in-house wrap fee program, independent money manager referrals, customized financial planning, and educational seminars, employing both discretionary and non-discretionary strategies.

Ginny Colarusso is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at The GMS Group, L.L.C. for over 20 years. Outside of her advisory role, she is a yoga instructor, owns an online small business called Good Karma Chick, and volunteers as a troop treasurer for local Girl Scout troops. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension plan participants, trusts, and charitable institutions. The firm offers a range of portfolio management strategies and customized financial planning, with the majority of assets managed on a non-discretionary basis.

Eric Naphor is a financial advisor with Fortis Group Advisors LLC and holds the Series 66 designation. He has four years of industry experience and has worked at Fortis Group Advisors and LPL Financial since 2021. Prior to his advisory career, he held roles in various sectors including technology services and education. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management and financial planning, utilizing risk-profiling technology and integrates tax-aware considerations in its investment approach.