Thomas Alonso is a CFA® charterholder with four years of experience in the financial industry. He is currently with Hallmark Capital Management and has prior experience at Refinitiv, Foresters Financial, and Prospect Capital Corp. Alonso is associated with Valley Wealth Managers, Inc., a firm that manages approximately $2.69 billion for a mix of individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. Valley Wealth Managers uses a client-driven investment process with a focus on strategic and tactical allocations across equities, fixed income, and cash, supported by an investment committee and third-party services.

William Traphagen is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has five years of industry experience. He has a ten-year affiliation with Loyola University. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm uses both fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Matthew Grosser is a financial advisor with Valley Wealth Managers, Inc. He holds a Series 65 designation and has 10 years of industry experience. He has been with Hallmark Capital Management since 2012. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs that utilize a proprietary valuation analysis and tactical asset allocation.

Edward Reaven is a financial advisor with Aurora Private Wealth, Inc. in Totowa, NJ, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Artisan Advisors, Fcci Consulting, The Mutual Fund Store, and others. Outside of advising, he sells collectibles online on weekends. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of 18 advisors, utilizing individualized policies, model portfolios, and third-party platforms.

Jamie Cox is a financial advisor at New Horizons Wealth Management with one year of industry experience. He holds the Series 65 credential and has worked with firms including Begnaud Wealth Management Group of Janney Montgomery Scott and Tfs Securities Inc. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients across income levels, multi-generational families, and businesses. The firm employs a portfolio management approach grounded in modern portfolio theory, integrating active and passive funds with financial planning tailored to clients’ objectives and risk tolerances.

Benedict Schlatter is a financial advisor at Makrod Investment Associates Inc with 12 years of industry experience. He holds a Series 65 credential and has been with Makrod Investment Associates since 2011. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focused on equities, investment-grade fixed income, and cash/money market funds, managing approximately $803.7 million on a primarily non-discretionary basis.

Alison Cogan is a financial advisor at MRA Advisory Group with 10 years of industry experience. She holds a Series 66 credential and has worked previously at Ameriprise Financial Services, Inc. and Niagara International Capital Limited. Outside of her advisory role, she owns a tax preparation firm, CoganWorks, and serves as treasurer for several local organizations, including a church, an education foundation, and the League of Women Voters of Morristown Area, as well as being a member of the Parsippany-Troy Hills Board of Education. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving retail and high-net-worth clients with portfolio management, retirement planning, tax preparation, and insurance placement. The firm employs risk-based model portfolios reviewed by an Investment Committee and offers specialized services such as Biblically Responsible Investing and access to alternative investments.

Reese Little is a financial advisor at Key Client Fiduciary Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities. 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 to construct portfolios tailored to each client’s objectives and risk tolerance.

John Francisco is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 license and eight years of industry experience. He has worked at firms including LPL Financial, LLC and Fidelity Brokerage Services LLC. Outside of his advisory work, he operates an e-commerce business selling clothing online. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a comprehensive investment approach that integrates fundamental and technical analysis, strategic asset allocation, and manager selection, with an emphasis on institutional due diligence and tax-aware decisions.

Giro Maddaluna is a financial advisor at Cornerstone Planning Group with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LUNA Financial Group, BM Financial Group, Eagle Strategies LLC, and New York Life. 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 tailored to client objectives and risk tolerance.

Mark Reitsma is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with Hudson Capital Management LLC doing business as Regency Wealth Management since 2010. Regency Wealth Management provides wealth management, investment advisory services, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, foundations, and businesses. The firm serves clients with investible assets generally over $1 million and manages accounts primarily on a discretionary basis using a mix of fundamental and technical analysis.

Erika Moromisato is an advisor at Brooklyn FI, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Connective Wealth Partners, LLC and The Financial Gym. Her prior work includes a decade at Risk Placement Services, Inc. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and aggregates held-away assets into client portfolios.

Carmine Coppola is a financial advisor at Cornerstone Planning Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Strata Capital Group, NYlife Securities, Eagle Strategies, New York Life Insurance, Mass Mutual Investors Services, and Metlife Securities. He is involved in insurance brokering through Strata Capital Group, focusing on non-registered insurance products. Cornerstone Planning Group serves individuals, businesses, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-based investment approach emphasizing low-cost, passive ETFs and mutual funds, and offers ERISA fiduciary consulting for retirement plans.

Joseph Vanacore III is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 registration and eight years of industry experience. He has worked at Fortis Group Advisors since 2020 and has prior experience with LPL Financial and MassMutual. Outside of his advisory role, he is involved with IDS Autoshred, a family-owned business. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a combination of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence, and offers access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Zane Belcak is a financial advisor at Cornerstone Planning Group in Fairfield, NJ, holding a Series 65 designation with two years of industry experience. His prior experience includes roles at Zynergy Retirement Planning and several positions in education at Monmouth University and Flanders School District. Cornerstone Planning Group is an independent, fee-only SEC-registered adviser serving individuals, high-net-worth clients, businesses, retirement plans, foundations, trusts, and estates. The firm employs a model-based investment approach using low-cost, passive ETFs and mutual funds, and offers ERISA fiduciary consulting alongside discretionary portfolio management and comprehensive financial planning.

Anna Marie Mock is a CFP® professional with seven years of experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC since 2014. She is part of a seven-advisor team based in Wayne, NJ. HIGHLAND Financial Advisors provides wealth management and investment services to individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm employs a Modern Portfolio Theory-based approach with strategic asset allocation, using broadly diversified mutual funds and ETFs, and offers integrated tax support and educational programs for clients.

Elizabeth Emr is a ChFC® and holds a Series 63 license, with 45 years of industry experience. She has worked at LPL Financial for 20 years and has been with Signature Wealth Management Partners, LLC and Purshe Kaplan Sterling Investments since 2018. Outside of advisory work, she is a member of Emr Management, LLC, which handles accounting and business expense management for her practice. Signature Wealth Management Partners, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm offers both stand-alone financial planning and comprehensive wealth management services, managing portfolios through a mix of fundamental, technical, and cyclical analysis across five risk-based strategies.

Cristhian Perez is a financial advisor with Corrado Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Bloomberg L.P., Cammack Retirement Group, and Cammack Larhette Brokerage, Inc. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment advisory services alongside financial planning and consulting. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies, supported by an affiliated professional network of CPAs, insurance agents, and legal counsel.

Timothy Parker is a CFA® charterholder with 21 years of industry experience. He is affiliated with Regency Wealth Management, where he has worked since 2004. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and foundations. Regency Wealth Management provides wealth management, financial planning, and retirement plan consulting, managing approximately $538 million in regulatory assets with a team of five advisors.

Reema Patel is a CFP® professional at Councilor Wealth LLC with two years of industry experience. She has worked at May Barnhard Investments, LLC, a subsidiary of Councilor, Buchanan & Mitchell, P.C., where she also provides accounting services including tax, audit, and advisory. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations. The firm employs long-term investment strategies and integrates financial planning with investment management, serving clients with a range of asset levels.