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.

Vincent Velicov is a financial advisor at Revolve Wealth Partners, LLC in Hackensack, NJ, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior work includes roles at Leonis Securities LLC, Jefferies LLC, and Stifel, Nicolaus & Company, Incorporated. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified, globally aware portfolios tailored to each client’s risk profile and goals, using a range of investment vehicles and strategies including private placements and alternative investments where appropriate.

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.

David Katz is a CFA® charterholder based in White Plains, NY, with five years of industry experience. He has been with Matrix Asset Advisors Inc since 1986, a firm where he works as part of a team of five advisors. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion across individual and institutional clients. The firm employs a combination of systematic quantitative screening and fundamental research to build concentrated, risk-controlled portfolios and offers large-cap value, dividend-income equity strategies with ESG overlays, high-quality fixed income, and wealth management 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 financial advisor with Cornerstone Planning Group in Fairfield, NJ, holding CFP® and ChFC® designations and securities licenses Series 65 and 66. He has 20 years of industry experience, including prior roles at Eagle Strategies, NYLIFE Securities, New York Life Insurance Company, and Ameriprise. Outside of advising, he is also appointed as an insurance broker for non-registered insurance products. Cornerstone Planning Group serves individuals, businesses, qualified retirement plans, foundations, trusts, and estates through discretionary portfolio management and comprehensive financial planning. The firm employs a fee-only, independent approach focusing on low-cost, passive ETFs and mutual funds, and offers ERISA fiduciary consulting and flexible financial planning engagements.

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.

Matthew Gutierrez is a CFA® charterholder with seven years of industry experience. He currently works at Gutierrez Wealth Advisory, LLC, a team-based firm in Scarsdale, NY, and previously held roles at BNY, Boston Consulting Group, NYU Stern School of Business, and UBS Financial Services Inc. Gutierrez Wealth Advisory provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on strategic asset allocation tailored to clients' risk profiles and objectives, managing accounts on both discretionary and non-discretionary bases.

Lon Birnholz is a financial advisor at Matrix Asset Advisors Inc with five years of industry experience. He has been with Matrix Asset Advisors since 1995. Matrix Asset Advisors is an SEC-registered investment adviser managing approximately $1.4 billion for individual and institutional clients. The firm combines systematic quantitative screens with fundamental research to construct concentrated, risk-controlled portfolios and offers value, dividend-income equity strategies with ESG overlays, as well as fixed income and consolidated wealth management services.

Corey Franco is a financial advisor at NobleBridge Wealth with 26 years of industry experience and holds a Series 66 designation. He has worked at several firms including Herbert J Sims & Co Inc and various NobleBridge entities since 2012. Outside of his advisory role, he is a managing member and founder of an insurance agency and serves as a volunteer on the board of trustees for the Grover Cleveland Park Conservancy. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and tax-planning services. The firm employs a model-driven investment approach combining strategic core allocations with active tactical overlays and uses both quantitative and qualitative methods to select managers.

Noah Eleftheriades is a financial advisor at Traphagen Financial Group with two years of industry experience. He holds a Series 65 designation and has prior work experience with Volvo Car USA and Elon University. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutions. The firm uses a combination of fundamental and technical analysis, offers discretionary model portfolios, and integrates tax and accounting services through its affiliation with an accounting practice.

Eric Mancini is a financial advisor with Traphagen Financial Group, holding a Series 65 designation and 18 years of industry experience. He has worked at Traphagen Investment Advisors LLC since 2009 and previously at BLS Advisors LLC. Mancini also contributes as a senior financial writer, authoring investment and financial articles for Benzinga.com on a part-time basis. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm combines fundamental and technical analysis in discretionary model portfolio management and offers integrated tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Ernest Rispoli is a financial advisor at Discipline Wealth Solutions, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Primerica Advisors and Key Bank. In addition to his advisory role, Rispoli is active as a loan originator at Quintessential Mortgage Group, LLC. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by offering tailored investment advisory services including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a variety of investment approaches and provides oversight of both in-house and third-party managers.

Craig Marson is a financial advisor at 5C Capital Management, LLC with 20 years of industry experience. He has been with 5C Capital Management since 2017 and previously worked at Clark Dodge Asset Management, LLC from 2013 to 2017. He holds a Series 65 designation. Outside of his advisory role, he formed a New Jersey LLC for consulting work, which is not actively engaged in soliciting business and requires minimal time commitment. 5C Capital Management provides customized financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm acts as a fiduciary, employing a disciplined investment process that includes quantitative measures, fundamental and technical analysis, and tax-aware portfolio construction.

Joseph Madio is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Private Client Services, and Purshe Kaplan Sterling Investments. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

Stephen Gross is a CFP® professional at Mezzasalma Advisors with 20 years of industry experience. He has operated his own advisory firm, IA Stephen M. Gross, Inc., since 1991 and joined Mezzasalma Advisors in 2025. Mezzasalma Advisors provides discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and typically pursues long-term purchase strategies tailored to client objectives.