Vincent Velicov is a financial advisor at Revolve Wealth Partners, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Leonis Securities LLC, Jefferies LLC, Stifel, Nicolaus & Company, and Canaccord Genuity LLC. Revolve Wealth Partners is a multi-team registered investment adviser managing about $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified, globally aware portfolios tailored to clients’ risk profiles, and offers financial planning, wealth management, and access to alternative strategies and independent managers.

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.

Alfonso Guerriero III is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with firms including Sebak and Monner, Fortis Agency, LPL Financial, and Foresters Financial Services. Guerriero also serves as a notary public and performs administrative duties for firm partners. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate coordination, combining fundamental and technical analysis with institutional manager due diligence and tax-aware strategies.

Sean Gallagher is a CFP® professional with seven years of industry experience. He has worked at HIGHLAND Financial Advisors, LLC since 2019 and previously at Summit Financial Resources Inc. from 2017 to 2018. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm offers wealth and investment management services, using a Modern Portfolio Theory-based approach with diversified mutual funds and ETFs, discretionary portfolio management, and ERISA 3(38) fiduciary services.

Thomas Woloszyn is a financial advisor at Cornerstone Planning Group with seven years of industry experience. He holds a Series 66 designation and has worked at Strata Capital, LLC, Eagle Strategies LLC, and New York Life Insurance Co. Woloszyn has also been involved with IDA Art Vinyl Graphics and The Clubhouse on Whitney. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and qualified retirement plans. The firm operates as a fee-only fiduciary, focusing on passive investment strategies through low-cost mutual funds and ETFs while tailoring asset allocation to client needs.

Michael Bozzone is a CFP® and ChFC® professional with 20 years of industry experience. He has been with Cornerstone Planning Group since 2015 and previously worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Bozzone is also licensed as an insurance broker for non-registered insurance products. Cornerstone Planning Group serves individuals, businesses, qualified retirement plans, foundations, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm employs a model-based investment approach focused on low-cost, passive ETFs and mutual funds, and offers ERISA fiduciary consulting and retirement-plan services.

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.

Bryan Kabot is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Regency Wealth Management since 2013. Regency Wealth Management is a fee-only advisory firm serving individuals, including high-net-worth clients, and institutional clients such as pension plans and foundations. The firm combines fundamental and technical analysis in managing discretionary accounts and emphasizes coordinated financial planning and investment management.

Harris Nydick is a CFP® professional with 41 years of industry experience, currently serving at CFS Investment Advisory Services LLC since 1997. He previously worked at Cambridge Investment Research, Inc. from 2005 to 2017. Nydick is a board member of the Jewish Community Foundation of Metrowest NJ and serves on the External Review Committee for FI360. He also teaches at the Adult School of Montclair and is involved with the American Liver Foundation. CFS Investment Advisory Services, LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes portfolios using mutual funds, ETFs, securities, and independent managers.

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.

Corey Franco is a financial advisor with NobleBridge Wealth, holding a Series 66 designation and 27 years of industry experience. He is the managing member and founder of NobleBridge Wealth Insurance Advisors, an insurance agency affiliated with his firm. Since 2022, he has served as a volunteer board member for the Grover Cleveland Park Conservancy. NobleBridge Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations. The firm utilizes a range of investment strategies blending fundamental, technical, and quantitative analysis, and offers access to third-party money managers and model 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.

Noah Eleftheriades is a financial advisor at Traphagen Financial Group with two years of industry experience. He holds a Series 65 designation and has prior work experience with Volvo Car USA and Elon University. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutions. The firm uses a combination of fundamental and technical analysis, offers discretionary model portfolios, and integrates tax and accounting services through its affiliation with an accounting practice.

Eric Mancini is a financial advisor with Traphagen Financial Group, holding a Series 65 designation and 18 years of industry experience. He has worked at Traphagen Investment Advisors LLC since 2009 and previously at BLS Advisors LLC. Mancini also contributes as a senior financial writer, authoring investment and financial articles for Benzinga.com on a part-time basis. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm combines fundamental and technical analysis in discretionary model portfolio management and offers integrated tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Craig Marson is a financial advisor at 5C Capital Management, LLC with 20 years of industry experience. He has been with 5C Capital Management since 2017 and previously worked at Clark Dodge Asset Management, LLC from 2013 to 2017. He holds a Series 65 designation. Outside of his advisory role, he formed a New Jersey LLC for consulting work, which is not actively engaged in soliciting business and requires minimal time commitment. 5C Capital Management provides customized financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm acts as a fiduciary, employing a disciplined investment process that includes quantitative measures, fundamental and technical analysis, and tax-aware portfolio construction.

Robert Mascia is a financial advisor with Green Ridge Wealth Planning LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Green Ridge Wealth Planning since 2016, previously working at Gladstone Wealth Group and LPL Financial. Mascia serves as a non-profit board member for Bernards Township. Green Ridge Wealth Planning LLC provides discretionary portfolio management, financial planning, and pension consulting to individual clients and pension plans. The firm primarily advises on exchange-traded funds and implements client strategies using model portfolios and discretionary authority.

Michael Chomiak is a financial advisor at Access Wealth with 19 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2001. 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.

Timothy Valik is a Series 65 licensed advisor with Capital Markets IQ, LLC, where he has worked since 2021. He has four years of industry experience and also serves as a high school math teacher at Passaic County Vocational High School. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and select international clients. The firm uses a combination of fundamental and technical analysis alongside proprietary strategies, offering both discretionary and non-discretionary portfolio management and alternative investment support.

V Traphagen is a CFP® and PFS™ with 23 years of experience in financial advising. He has been associated with Traphagen Investment Advisors, LLC since 1997 and is also a partner in Traphagen & Traphagen CPAs, a CPA firm. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm combines fundamental and technical analysis and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.