V. Traphagen Jr. is a PFS™ and Series 66 credentialed advisor with 23 years of industry experience. He has been a principal at Traphagen Investment Advisors, LLC since 1997 and is also a partner at Traphagen & Traphagen CPAs, a CPA firm where he contributes part-time. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm integrates investment management with tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Lisa Balsamo is a financial advisor at Corrado Advisors, LLC with four years of industry experience. She holds a Series 65 designation and is also involved in several affiliated businesses, including CFG CPA, LLP, an accounting firm. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary investment advisory services and financial planning. The firm’s investment strategies include allocations to equities, fixed income, mutual funds, ETFs, and other instruments, and it coordinates with an affiliated professional network including accounting and legal services.

David Boak is a Certified Financial Planner® with 19 years of experience in the financial services industry. He currently works at Wiss Private Client Advisors, LLC and previously held positions at Fidelity Investments for a combined 13 years. Wiss Private Client Advisors is a team of ten advisors managing approximately $1.2 billion in assets, serving high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis to tailor portfolios across mutual funds, ETFs, individual securities, and Independent Managers, with services that include discretionary portfolio management and financial planning.

Michael Duvally is a financial advisor at 5C Capital Management, LLC, holding a Series 65 designation with eight years of industry experience. Prior to joining 5C Capital in 2021, he worked at 4Thought Financial Group Inc. and American Portfolios Financial Services Inc. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, discretionary investment management, and periodic asset allocation and rebalancing. 5C Capital builds diversified portfolios using a mix of institutional mutual funds, separately managed accounts, ETFs, equities, fixed income, and alternative assets, guided by a structured due-diligence process and quarterly monitoring under discretionary authority.

Luke Rich is a financial advisor at Wiss Private Client Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Delaware and Ridge High School. Wiss Private Client Advisors, LLC manages approximately $810 million for individuals, trusts, estates, charitable organizations, and pension plans. The firm offers wealth management, financial planning, investment management, and consulting services, employing a mix of fundamental and technical analysis across various asset classes and strategies.

Jason Wood is an advisor at Rothschild Capital Partners with 26 years of experience. He holds Series 63 and Series 65 designations and is based in Kinnelon, NJ. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and a limited number of pooled vehicles. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research, utilizing various investment techniques including long and short equity positions, options, and margin.

Justine Perdomo is a financial advisor at Bull Harbor Capital LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance for 19 years. Outside of her advisory role, she provides consulting and analytics services to another broker. Bull Harbor Capital LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Daniel Kimeldorf is a CFP® and CFA® with five years of industry experience. He has worked at Revolve Wealth Partners, LLC since 2020 and previously spent seven years at Altfest Personal Wealth Management. 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, emphasizing global diversification, tax sensitivity, and ongoing due diligence.

Tara Recupido is a financial advisor at New Horizons Wealth Management with 23 years of industry experience. She holds a Series 66 license and has been with New Horizons in various capacities since 2003. Outside of her advisory work, she is also a Zumba instructor in Denville, NJ. New Horizons Wealth Management is an SEC-registered firm that provides discretionary investment management and comprehensive financial planning to individual clients across income levels, as well as corporations and businesses. The firm employs a small advisory team and uses a portfolio approach combining active and passive funds, with integrated financial planning aligned to clients’ objectives and risk tolerance.

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.