Joseph Nole is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Modera Wealth Management, LLC and has previously worked at firms including Corient Services LLC and Gariano Wealth Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and optional ESG integration.

Andrew Benet is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and 13 years of industry experience. He has worked at several firms including H.D. Vest Advisory Services and Innovation Partners LLC. In addition to advisory work, he owns Benet and Associates LLC, which provides tax preparation and accounting services, and he operates as an independent insurance agent. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with insurance consulting and enterprise risk management.

Perry Bindelglass is a financial advisor at FourStar Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has been with FourStar since 2023. Outside of his advisory role, he owns and operates Perry Bindelglass Foods, LLC, a food company that sells sauces, and Bindelglass Photography, a professional event photography business. FourStar Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning, investment management, and retirement plan consulting. The firm utilizes both fundamental and technical analysis, tailoring portfolios across various asset classes and investment vehicles to meet client objectives.

Aryeh Mentzel is a financial advisor at Mariner Independent with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Citigroup, Inc., LPL Financial, Gladstone Wealth Partners, and Carbon Wealth Management, where he is also a managing partner. He serves as a board member and treasurer of East Hill Synagogue in Englewood, NJ. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources through affiliated entities.

Myra Rosenblatt is a CFP® with 35 years of industry experience. She is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Equities Corporation. Her investment business is conducted under the name SOSAE ROSE FINANCIAL GROUP LLC. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

James Halprin is a financial advisor with Advisory Services Network holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Advisory Services Network since 2012 and previously worked at Gitterman Wealth Management, Signator Investors, and Jah Capital Management. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, using tailored strategies based on client objectives and risk tolerances.

Adam Ballout is a financial advisor at Modera Wealth Management, LLC in Westwood, NJ. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Modera, he attended Seton Hall University and held positions at Lifetime Fitness and various schools. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with accounting, tax, and business coaching services.

Michael Strafford is a CFP® with 34 years of industry experience, currently serving at NPA Asset Management, LLC since 2004. He is also a CPA and has been involved in tax return preparation and life insurance services through Zenith Marketing since 1991. Strafford holds Series 63 and Series 65 licenses and maintains dual registration with NPA Asset Management and Nationwide Planning Associates, Inc. NPA Asset Management, LLC is an SEC-registered adviser offering managed-account programs through its Advisor’s Edge platform, serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often utilizing approved sub-advisors for trading while retaining supervisory oversight.

Steven Dym is a financial advisor with Advisory Services Network, holding a Series 65 designation and bringing eight years of industry experience. He has worked at Advisory Services Network since 2017 and previously operated Steve I. Dym and Co. from 2011 to 2017. Outside of his advisory role, he serves as a professor of finance at Rutgers University and is a published author. Additionally, he is the rabbi of Congregation Boruch Taam, where he teaches and lectures. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, charitable organizations, and retirement plans. The firm provides portfolio management, financial planning, and investment consulting using a variety of investment strategies and implementation options tailored to client objectives.

Kenneth Hartos is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Thrivent Financial, among other firms. Outside of his advisory role, he operates a small eBay business specializing in retro video games and collectibles. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management and delivered through multiple channels.

Alessio Mennonna is a Series 65-licensed advisor at Virtue Capital Management, LLC with one year of industry experience. Prior to joining Virtue Capital Management, he worked at KVL Audio Visual Services and AMAZON and studied at Berklee College of Music. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers by providing portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, with an investment committee overseeing third-party managers and model strategies.

Nicholas Caradonna is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. His prior work includes roles at Wunderlich Securities, Inc. and LPL Enterprise LLC, as well as a period as a stay-at-home professional. Advisors Capital Management serves a diverse client base, including high-net-worth individuals and employee benefit plans, providing discretionary portfolio management with a mix of fundamental, quantitative, and qualitative investment strategies. The firm manages over $8.1 billion in assets and acts as an outsourced sub-advisor for unaffiliated broker-dealers and registered investment advisers.

William Houck is a CFP® and ChFC® with 21 years of industry experience. He has been with Modera Wealth Management, LLC since 2011. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities, supplemented by independent managers and specialized strategies.

Molly Rimes is a CFP® with four years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. Her prior work includes roles at Insmmed Insurance Agency and positions in education at Florida State University and Fort Myers High School. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration upon client request.

Brian Doughney is a CFP® and CFA® charterholder with 27 years of industry experience. He currently serves with Nations Financial Group, Inc. and has previously worked at Fidelity Investments, Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Ernst & Young Investment Advisers LLP, and Chase Investment Services Corp. Nations Financial Group, Inc. provides advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, pension consulting, model portfolios, and third-party manager programs, utilizing a range of investment strategies across multiple asset classes and risk profiles.

Craig Kaufman is a financial advisor at Citizens Private Wealth with 22 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and UBS Financial Services. He serves on the Board of Trustees for Temple Emanuel of the Pascack Valley. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers a range of discretionary and non-discretionary portfolio management and consulting services.

Gregory Plechner is a financial advisor at Greenspring Advisors, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Greenspring Advisors since 2018, following seven years at Modera Wealth Management, LLC. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a notable suite of retirement services through its (k)larity Plan™ and (k)larity @ Work™ platforms.

Sean Moro is a financial advisor with Valley Wealth Managers, Inc. holding a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services, and Equitable Advisors. Outside of financial services, he has been involved with the Wyckoff Family YMCA in various capacities. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, utilizing individual securities alongside mutual funds and ETFs, with oversight from an investment committee.

Ronald Deramon is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at First Advisors National since 2018 and previously spent nine years with H.D. Vest Insurance and Investment Services. In addition to his advisory role, Deramon operates an accounting practice and works as an independent insurance agent. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes manager selection and monitoring, supplemented by fundamental analysis and tailored client reviews.

James Cantela is a CFP® professional at MissionSquare Retirement with 14 years of industry experience. His career includes roles at Merrill, Valley National Bank, and Massachusetts Mutual Life Insurance Co. He holds Series 63, 65, and 66 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways provides discretionary Managed Accounts and nondiscretionary Fund Advice within MissionSquare-administered accounts, with investment advice and model portfolios developed by Morningstar Investment Management.