David Guarino is a ChFC® credentialed advisor at Covenant Asset Management, LLC with six years at the firm and a total of two years in the financial industry. His prior work experience includes roles at Regent University, TIP Medical Communication, Liquid Church, and Nitroflex Fitness. Outside of advising, he was involved with Nitroflex Fitness for nine years. Covenant Asset Management serves affluent individuals, families, businesses, and nonprofit organizations, offering portfolio management and financial planning services. The firm employs a thematic, growth-at-a-reasonable-price strategy combined with dividend appreciation, fundamental and technical analysis, and options strategies for income and downside protection.

Michael Walliser is a Series 65-licensed advisor at Condor Capital Wealth Management with 14 years of industry experience. He has been with Condor Capital Management since 2011. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs alongside financial planning and consulting, employing a variety of investment vehicles and incorporating AI tools to support adviser analysis.

Ean Jaffe is a financial advisor at Condor Capital Wealth Management with two years of industry experience. He holds a Series 66 credential and previously worked at LPL Financial and Osaic. Before entering the financial services field, he spent five years at the University of California Riverside and seven years at Trader Joe’s. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a fee-only investment approach using a variety of asset classes and integrates AI tools to support advisor analysis while maintaining human oversight.

Molly Scalzo is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Wiss Private Client Advisors, LLC and previously worked at Edward Jones among other firms. Wiss Private Client Advisors, LLC is a team of ten advisors managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm combines fundamental and technical analysis to tailor portfolios across a range of investment types and incorporates private placements and digital-asset investments for select clients.

Charles Weidman is a CFP® with 20 years of industry experience. He has been with Heritage Financial Counselors, LLC since 2017 and previously worked at LPL Financial from 2012 to 2017. Heritage Financial Counselors serves individuals, couples, and families, including high-net-worth clients, offering comprehensive financial planning, investment management, and consulting. The firm emphasizes non-discretionary management and tailors investment advice to client goals using primarily ETFs and low-cost mutual funds.

Michael Lehman is a CFP® professional with 29 years of experience in the financial industry. He is currently with Premier Path Wealth Partners, LLC and has previously worked at Bank of America, Merrill Lynch Pierce, Fenner & Smith, and Wells Fargo Clearing. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities, utilizing a multi-analytic investment approach across a variety of asset classes and incorporating both internal management and third-party platforms. The firm manages a large asset base with a compact team and offers a range of services including discretionary portfolio management, financial planning, retirement-plan consulting, and access to private pooled investments.

John Lui is a Series 65 registered advisor with 18 years of industry experience. He has worked at Chatham Wealth Management since 2010 and was previously with Alpha Solutions Investment Advisors from 2011 to 2025, as well as UCB Asset Management from 2007 to 2009. Chatham Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm uses fundamental, technical, and cyclical analysis to build tailored portfolios and routinely employs derivatives, including options and structured products, while disclosing related risks and tax considerations to clients.

Marc Abramson is a financial advisor at Precision Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with PFS Partners, LLC since 2013. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach including mutual funds, ETFs, individual equities, fixed income, options strategies, and allocations to independent managers and private investment funds.

Kenneth Schapiro is a CFA® charterholder with 24 years of industry experience. He has been with Condor Capital Management since 1988. Outside of his advisory role, he is the managing member of Courtside Racquet Club, a tennis club in Lebanon, NJ. Condor Capital Wealth Management serves individuals, business entities, trusts, pension plans, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial and pension plan consulting. The firm employs a fee-only investment approach using a range of strategies including individual equities, fixed income, ETFs, and private funds, and incorporates AI tools to support adviser analysis.

Joseph Trucano is a CFP® professional with 14 years of industry experience, currently serving at Oliver Luxxe Assets LLC. He has worked at Oliver Luxxe Assets and Purshe Kaplan Sterling Investments since 2014. His role includes fully servicing all aspects of client relationships, report management, and trade support. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a multi-factor quantitative screening process and fundamental research to manage diverse strategies through proprietary model portfolios and affiliated private funds.

Nicole Goberman is a financial advisor at Seabridge Investment Advisors LLC with four years of industry experience. She holds a Series 65 designation and has been with Seabridge since 2015. Seabridge Investment Advisors provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm constructs global, equity-focused portfolios across a range of strategies and serves other investment advisers as a sub-adviser while supporting both domestic and foreign investment vehicles.

Bryan Landadio is a CFP® professional with 19 years of industry experience, currently serving at Personal CFO Solutions LLC since 2011. He holds Series 63, 65, and 66 licenses. Outside of his advisory work, he is a passive member of National Advisors Group, LLC, an insurance business. Personal CFO Solutions serves individuals, high-net-worth clients, and various institutional clients, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes longer-term investment allocations through mutual funds, ETFs, and independent managers, supported by an internal investment committee and ongoing account reviews.

Marc Davis is a CFA® charterholder with six years at Cary Street Partners Asset Management and a total of 24 years of industry experience. He previously worked at Tradition Asset Management and Tradition Capital Management. Cary Street Partners Asset Management provides discretionary portfolio management and non-discretionary investment consulting services primarily through other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm employs both quantitative and fundamental investment approaches across a range of strategies, including proprietary ETFs and sub-advisory roles.

John Prokop is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He has been with Tilson Financial Group, Inc. since 2013. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, multi-asset class portfolios with a focus on asset allocation, diversification, and rebalancing.

Nicholas Hoy is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He has been with Wiss & Company, LLP since 2024. Wiss Private Client Advisors is a ten-advisor team managing approximately $1.2 billion, 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 diversified portfolios that include mutual funds, ETFs, individual securities, and independent managers, and it offers a range of wealth management and consulting services.

Jonathan Kliment is an advisor at Condor Capital Wealth Management with a Series 65 designation. He has been with Condor Capital Management since 2013. Outside of his advisory role, he provides accounting and tax preparation services. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a fee-only investment approach utilizing a range of investment vehicles and offers specialized services such as direct indexing and AI-supported adviser analysis.

Eleanore Szymanski is a CFP® with 19 years of industry experience. She is affiliated with Access Wealth and has previously worked at The Financial Planning Answerplace, LLC and EKS Associates, LLC. Access Wealth provides discretionary portfolio management and comprehensive financial planning to a diverse client base, including individuals, high-net-worth clients, and various organizations. The firm employs Modern Portfolio Theory in constructing diversified portfolios and uses an Investment Committee to select managers based on multiple criteria, managing approximately $539 million in regulatory assets.

Gavin Gewecke is a financial advisor at Park Edge Advisors, LLC with three years of industry experience. Prior to joining Park Edge Advisors, he worked for Dart Container for six years. He also owns a small farm LLC that grows produce sold to local restaurants. Park Edge Advisors provides investment advisory and financial planning services to individuals, pension plans, trustees, 401(k) participants, privately held business owners, and certain institutional clients. The firm uses a combination of cyclical, fundamental, quantitative, and technical analysis across a range of strategies and offers services including tailored financial plans, portfolio management, pension consulting, and subadvisory roles.

Jason Zalarick is a financial advisor with Synergy Asset Management, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has previously worked with Synergy Financial Management, LLC, Equity Advisor Solutions, Fidelity, and Advisors Asset Management, Inc. Synergy Asset Management provides wealth management and financial planning services to individuals, high-net-worth investors, business owners, trusts, and retirement plans. The firm employs an active investment approach that integrates tactical asset allocation with fundamental and quantitative analysis, managing portfolios from a total-return perspective and offering custom strategies including concentrated equity, bond, and ETF-based models.

Robert Giarraffa is a financial advisor with New Horizons Wealth Management in Cedar Knolls, NJ, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has worked at New Horizons Wealth Management since 1982 and at TFS Securities, Inc. since 1987. Outside of his advisory role, he has authored an autobiography. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients, families, and businesses across various income levels. The firm employs a modern portfolio theory-based approach that integrates active and passive mutual funds and ETFs, along with financial planning tailored to clients’ objectives and risk tolerance.