John Swikart is a CFP® professional at CFS Investment Advisory Services LLC with seven years of industry experience. He has held positions at firms including Wealthspire Capital, Wealthspire Advisors, and Charles Schwab. CFS Investment Advisory Services, LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, charitable organizations, and business entities, managing approximately $2.73 billion in assets. The firm employs a tailored investment approach using mutual funds, ETFs, individual securities, and Independent Managers, with both discretionary and non-discretionary account management.

Ryan Hulsebos is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Cetera Financial Specialists LLC, Northwestern Mutual, and Cangelosi Wealth Management. Outside of advising, he works as a freelance bartender and sports broadcaster. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

John Sebastiano is a financial advisor with Pegasus Asset Management Inc in Morristown, NJ, holding five years of industry experience. He has worked previously at Sports & Entertainment Investment Advisers, LLC and has been involved with the Pegasus Group since 2001. Outside of his advisory role, he is a member of F&S Enterprises, LLC, a real estate maintenance business. Pegasus Asset Management, Inc. provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, business entities, and other investment advisers. The firm develops personalized investment objectives and employs asset allocation across equities, fixed income, mutual funds, and ETFs, with strategies that may include covered-call options and defined asset-allocation models.

Howard Milove is a financial advisor with Access Wealth, holding a Series 66 designation and 27 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2015 and is a principal at DHH Advisors LLC and Access Wealth Planning LLC. Milove is also licensed as an insurance agent in New York, New Jersey, and Connecticut. Access Wealth provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in constructing diversified portfolios and uses an Investment Committee to select managers based on multi-year track records, risk, returns, and fees, managing approximately $539 million in regulatory assets.

Stephen Esposito is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously held roles at Mutual Securities, Inc., LPL Financial, and Macro Consulting Group. Accretive Wealth Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach that integrates fundamental and technical analysis, regular client interaction, and may utilize diversified portfolios including mutual funds, ETFs, stocks, bonds, and options.

Anthony Depersio is a financial advisor at Cornerstone Planning Group with a Series 65 credential and two years of industry experience. Prior to joining Cornerstone, he worked at Petracco & Sons Deli and the Nutley School District. Cornerstone Planning Group serves individuals, businesses, qualified retirement plans, foundations, trusts, and estates with discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm combines fundamental analysis with a preference for low-cost, passive ETFs and mutual funds, offering ERISA fiduciary consulting and flexible financial planning fee structures.

Brian Glenn is a CFA® charterholder with eight years of industry experience. He is currently with Premier Path Wealth Partners, LLC and previously worked at Olcott Square Investment Partners, LLC and W.R. Huff Asset Management. He serves on the board of directors for IEH Corporation, a company that designs and manufactures HYPERBOLOID connectors for aerospace, defense, industrial, and medical applications. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment process combining fundamental, technical, and quantitative analysis, and utilizes third-party managers and advanced platforms to support its clients.

Nicholas Taber is a CFP® with eight years of industry experience, currently serving at Vision Retirement. His prior experience includes roles at John Hancock and LPL Financial. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning, fiduciary investment management, and automated investing solutions. The firm combines third-party strategist models with advisor judgment and integrates technology and tax-aware techniques in its investment approach.

George Cleffi is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets Corporation for 11 years before joining his current firm in 2019. Jeffrey Matthews Wealth Management advises individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a team of about 16 advisors and manages approximately $127 million in assets, offering portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars.

Alan Merker is a financial advisor with Access Wealth in Totowa, NJ, holding a Series 66 designation and 12 years of industry experience. He has been associated with Access Wealth Planning, LLC since 2013 and has longstanding roles at Tuthill & Merker, LLC and Morris Merker & Co, LLC, the latter being a non-investment related business. 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.

William Burke Jr. is a CFP® and ChFC® with 40 years of experience, currently serving as a financial advisor at Raymond James Financial. He has held positions at Communication Devices Inc. and First Hope Bank, where he remains on the advisory board. Burke also serves as a board member for a private high school he attended. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored solutions supported by extensive research and an affiliate network.

Lonniece Mc Donald is a CFP® professional with experience at multiple firms including Corient, Pathstone, and Hall Capital Partners. She has been with HIGHLAND Financial Advisors, LLC since 2026. HIGHLAND Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, families, high-net-worth clients, and institutional accounts. The firm employs strategic asset allocation grounded in Modern Portfolio Theory and integrates tax-aware strategies, supported by a team that includes a licensed CPA offering part-time tax services.

Miguel Dajer Rodriguez is a CFP® professional with one year of industry experience, currently serving at Precision Financial Services. His prior experience includes roles at KPMG LLP and operating his own bookkeeping business, Apex Bookkeeping LLC, which he continues to own and manage. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and may allocate to independent managers and private investment funds after due diligence.

Thomas Sokira is a financial advisor at Cornerstone Planning Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and National Planning Corporation. Outside of his advisory role, Sokira serves as Managing Partner of Anthem Financial Services, conducting 401(k) consulting. Cornerstone Planning Group serves individuals, businesses, retirement plans, foundations, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm emphasizes low-cost, passive investment options and offers fiduciary consulting and retirement-plan services while operating as a fee-only, independent SEC-registered adviser.

Timothy Conboy is a financial advisor at Key Group Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. He also offers insurance product sales and service, including variable annuity products. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, providing comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm employs fundamental analysis with a variety of investment strategies and coordinates tax planning through an affiliated tax practice.

Glen Thomas is a CFA® charterholder with 19 years of industry experience. He has been with Sterling Financial Planning Inc and Sterling Financial Group, Inc. since 2001. Sterling Financial Planning serves individuals and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting under ERISA. The firm manages approximately $672 million across client accounts and employs a mix of fundamental and technical analysis with various investment strategies.

Jon Tarno is a financial advisor at Cornerstone Planning Group with 15 years of industry experience. He holds a Series 66 designation and has been with Cornerstone Planning Group since 2015. Outside of his advisory role, he is involved in real estate investment through an LLC focused on renovating and selling properties. 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 low-cost, passive investment strategies tailored to client objectives and risk tolerance.

Alexander Orlando is a CFP® with 12 years of industry experience, currently serving as an advisor at Key Client Fiduciary Advisors, LLC. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services. He is also involved with Realta Investments Advisors, Inc. and operates under the dba Tributary Wealth Management. 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 provides financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis and client-specific investment policies to manage portfolios.

Marco Lima is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at MRA Advisory Group since 2017, following prior roles at Niagara International Capital Limited and Ameriprise Financial Services. In addition to his advisory duties, he is involved with MRA Capital Partners, a private equity hedge fund, and owns related management and tax service entities. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, including portfolio management, retirement planning, insurance placement, and tax preparation through an affiliated CPA practice. The firm serves retail and high-net-worth clients, offering risk-based model portfolios and customized solutions that may include alternative investments and private equity.

Justin Nestle is a financial advisor at Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 65 designation. He has experience working at Kearny Bank and TD Bank, N.A., among other roles, and has been with Premier Path Wealth Partners since 2026. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-analytic investment process across various instruments and supports employer plan sponsors, using third-party managers and tools to implement strategies in both custody and held-away accounts.