John Lyle Jr. is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Prudential Equity Group, LLC. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension plan participants, trusts, and charitable institutions. The firm employs a variety of portfolio management strategies, including buy-and-hold and active trading, and offers clients both discretionary and non-discretionary account management options.

Joseph Fantozzi is a financial advisor at Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 66 designation with five years of industry experience. Prior to joining Premier Path Wealth Partners in 2025, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Premier Path Wealth Partners serves individuals, trusts, retirement plans, and business entities with discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-analytic investment approach across various asset classes and utilizes third-party platforms and external managers to implement strategies for both custody and held-away accounts.

Matthew Werner is a CFA® charterholder with seven years of industry experience. He has worked at RSW Investments and its affiliated entities since 2017, including RSW Investments Holdings, LLC. RSW Investments manages municipal fixed-income portfolios for individual and institutional clients, primarily through financial intermediaries and wrap-fee program sponsors. The firm focuses on municipal bond strategies emphasizing after-tax total return, employing credit research and duration management across three core mandates.

Joseph Mcclellan is a financial advisor at WealthPLAN Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securities America Inc., LPL Financial, and Equitable Advisors. In addition to his advisory role, he maintains a New Jersey insurance producer license authorizing him to write life insurance and variable annuities. WealthPLAN Partners provides investment management, financial planning, and retirement-plan consulting to individual and institutional clients. The firm emphasizes strategy diversification, combining mutual funds, ETFs, individual securities, and alternative strategies to tailor portfolios to client objectives and risk tolerance.

Carl Cappadona is a financial advisor at Access Wealth with 18 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2006. Outside of his advisory role, he provides business development and accounting and tax services at JH COHN LLP and consults on management controls and reporting for St. John Vianney High School. Access Wealth serves individual and high-net-worth clients as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to create diversified portfolios and evaluate third-party managers based on performance, risk, and fees.

James Maher is a financial advisor at WJL Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at Renaissance Reinsurance US Inc and Columbia University. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passively managed funds and integrates tax planning within its service model.

William Lachance is a CFP® with 12 years of industry experience and has been with WJL Financial Advisors since 2013. He holds a Series 65 license and also works as a health and life insurance agent. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passively managed funds and emphasizes client approval before trade execution.

Edward Neas is a financial advisor at Pegasus Asset Management Inc with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Pegasus, he worked at New York Life and has a background that includes positions at Untied Brewing Company and Rutgers University. Pegasus Asset Management, Inc. provides discretionary investment advisory and portfolio management services to a varied client base, including individuals, high-net-worth clients, trusts, estates, and business entities. The firm develops personalized investment objectives, employs defined asset-allocation models, and offers sub-advisory services through affiliations with related entities.

Matthew Sottile is a financial advisor with Bravias Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at David Lerner, LLC for 14 years before joining Bravias Financial in 2018. Outside of his advisory role, Mr. Sottile owns Wall Street Chef, a catering and private chef business, and is President of Cor8Life, a company focused on organic food products and recipe testing. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm uses a model portfolio approach tailored to clients’ risk tolerance and includes access to a broad range of asset classes.

Connor Leavell is a financial advisor at Masterworks Advisers, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Masterworks Advisers since 2023, with prior roles at Arete Wealth Advisors, Arete Wealth Management, and Masterworks, IO. Outside of advisory work, he is employed as a Masterworks Platform Associate, performing administrative functions related to the firm's alternative investment platform. Masterworks Advisers provides investment advice focused exclusively on securitized art investments issued by Masterworks affiliates. The firm serves individual and high-net-worth investors through a rules-based investment process that incorporates art market research, third-party appraisals, and allocation models, delivering long-term art-related investment solutions primarily on a non-discretionary basis.

Robert Voccola is a CFA® charterholder with 10 years of industry experience. He has worked at Investment Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and MDX Wealth Management. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with a focus on value investing, utilizing a range of strategies including tactical asset allocation, derivatives, and allocations to various fund types and independent managers.

Liana Barone is a financial advisor at Herold Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Herold & Lantern Investments, Inc. and Bernard Herold & Co., Inc. Herold Advisors serves individual and institutional clients, including high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses a combination of computerized screening and fundamental analysis to construct diversified portfolios primarily focused on domestic large- and mid-cap equities, with periodic supervisory reviews and written quarterly evaluations.

Hunter Kolmodin is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He joined the firm in 2024 and has prior experience working at Fairleigh Dickinson University, Ski Barn, and Eagle Landscaping. Wiss Private Client Advisors, LLC manages approximately $810 million for a diverse client base including 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 with both long- and short-term strategies.

Jason Hoffman is a CFP® with 18 years of industry experience. He is currently with Wiss Private Client Advisors, LLC and has prior experience at US Bank, Bank of America, N.A., and Merrill Lynch. Wiss Private Client Advisors, LLC manages approximately $810 million for individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm provides wealth management, financial planning, investment management, and consulting services, employing a mix of fundamental and technical analysis with both long- and short-term strategies.

Anisha Mittal is a financial advisor at Masterworks Advisers, LLC with one year of industry experience. She holds Series 63 and Series 65 credentials. Prior to her current role, she worked at Charles Rutenberg and EA Markets LLC. Outside of advising, she serves as a Masterworks Platform Associate, performing administrative functions for an alternative investment platform focused on securitized art investments. Masterworks Advisers provides investment advice exclusively on securitized art offerings to individual and high-net-worth investors. The firm uses a rules-based approach informed by art market research and third-party appraisals, offering long-term investment options accessed through its proprietary platform.

Charles Pouliot is a financial advisor with Wealth Effects in West New York, NJ, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bridgeway Wealth Partners, Allied Millennial Partners, Avenir Private Advisors, Procyon Private Wealth Partners, and Merrill Lynch. Outside of advising, he serves as a board member and equity partner of LVXP, LLC, a real estate development company. Wealth Effects is a multidisciplinary team serving individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses with discretionary wealth management and financial planning. The firm combines fundamental and technical analysis to manage primarily long-term portfolios using a range of investment vehicles, with a multi-office presence uncommon for its size.

Stephanie Hughes is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Wiss Private Client Advisors, LLC and Wiss & Company, LLP since 2018, and previously held roles at Bank of America and Merrill. Wiss Private Client Advisors, LLC is a team of ten advisors managing approximately $1.2 billion for high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm combines fundamental and technical analysis in its investment approach and offers a range of services such as wealth management, discretionary portfolio management, and financial planning.

Kevin Earls is a ChFC® with 43 years of industry experience, currently affiliated with Willis Towers Watson Securities, LLC. His career history includes roles at Cetera and Willis Towers Watson entities dating back to 2009. Outside of his investment-related work, he serves as Vice President of SNT Associates, a firm focused on occupational therapy. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services through its Via Retirement platform, which offers personalized financial planning and asset allocation tools combined with discretionary model portfolios. The firm’s approach utilizes diversified model portfolios and Monte Carlo simulations to guide investment decisions for individuals and high-net-worth clients.

Timothy Urie is a financial advisor at Legacy Edge Advisors with 27 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and 66. His prior experience includes roles at WealthShield Partners, Orbis Wealth, Tiaa, TD Wealth Management Services, and Ameriprise. Urie is also an independent licensed insurance agent. Legacy Edge Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and trusts. The firm uses a combination of fundamental, quantitative, and technical analysis to guide investment decisions and offers both one-time financial plans and ongoing asset management.

Victoria Sullivan is a financial advisor at New Horizons Wealth Management with 13 years of industry experience. She holds the Series 65 designation and has worked at several firms, including Dempsey Lord Smith, LLC and Cabot Lodge Securities LLC. New Horizons Wealth Management is an SEC-registered advisory firm that offers discretionary investment management and comprehensive financial planning to individual clients across income levels, as well as corporations and businesses. The firm uses a process based on modern portfolio theory, combining active and passive funds with occasional buffered ETFs to manage risk, and integrates financial planning into its client relationships.