Robert Taylor is a CFP® professional with 30 years of experience in the financial services industry. He is currently an advisor at WealthPlan Investment Management LLC and has previously worked at firms including Fidelity Brokerage Services and Securities America. Outside of his advisory role, he manages insurance sales through WealthPlan Partners. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services, utilizing model-based strategies, a diverse range of investment vehicles, and third-party sub-advisers.

Maria Millner is a financial advisor at Transcend Capital Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Purshe Kaplan Sterling Investments. Millner is a co-founder and board member of The Aubrey Foundation, a nonprofit organization based in New Jersey. Transcend Capital Advisors manages approximately $2.9 billion and serves individuals, high-net-worth clients, and various entities including family offices and private foundations. The firm’s investment approach focuses on long-term, diversified asset allocation across a range of marketable and non-marketable investments, with oversight of third-party private placements and independent managers.

David Gray is a CFP® with 17 years of industry experience and is a partner at Parisi Gray Wealth Management, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and Merrill Lynch. Outside of his advisory work, he is also a licensed independent insurance agent offering fixed insurance solutions. Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach incorporating fundamental, technical, and cyclical analysis, managing approximately $796 million in client assets.

Christopher Clark is a CFA® charterholder with 13 years of industry experience. He is associated with Covenant Asset Management, LLC, where he has worked since 1999. Since 2014, Mr. Clark has also operated as the sole proprietor of Clark Asset Management, Inc., through which he conducts his duties as an Investment Advisor Representative for Covenant. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations by providing portfolio management and financial planning services. The firm employs a thematic, growth-at-a-reasonable-price investment approach combined with fundamental and technical analysis, focusing on tax efficiency and low turnover.

Robert Mascia is a financial advisor with Green Ridge Wealth Planning LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Green Ridge Wealth Planning since 2016, with prior roles at Gladstone Wealth Group and LPL Financial LLC. Mascia serves as a non-profit board member for Bernards Township. Green Ridge Wealth Planning provides discretionary portfolio management, fixed-fee financial planning, and pension consulting to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm primarily advises on exchange-traded funds using firm-developed model portfolios and employs fundamental and cyclical analysis alongside ongoing portfolio monitoring.

Michael Chomiak is a financial advisor at Access Wealth with 19 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2001. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles and uses an investment committee to construct diversified models and evaluate third-party managers.

Robert Tilson is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Tilson Financial Group, Inc. and American Portfolios Financial Services, Inc. since 2016. Tilson serves as an investment adviser representative, managing client assets and preparing financial plans. Tilson Financial Group, Inc. serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities with investment management, financial planning, and retirement plan consulting. The firm employs a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers, along with institutional custodial platforms for reporting and rebalancing.

Matthew Falkowski is a CFA® charterholder with eight years of industry experience. He has been with Seabridge Investment Advisors LLC since 2014. The firm 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, and private investment funds. Seabridge constructs global, equity-focused portfolios using research on companies, funds, and macro conditions, and also serves other investment advisers as a sub-adviser.

David D'albero is a financial advisor with Cornerstone Planning Group, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Strata Capital Group, Eagle Strategies, New York Life Insurance Company, and MetLife Securities. In addition to his advisory work, he operates under the DBA Strata Capital Group for brokering non-registered insurance products. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm emphasizes fee-only fiduciary services and uses a passive investment approach centered on low-cost mutual funds and ETFs, tailoring asset allocation to client objectives and risk tolerance.

Richard Wolffe is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has been with TSP Capital Management Group, LLC since 2004. Wolffe serves on the boards of several non-profit charitable institutions and is a member of an investment club. TSP Capital Management Group provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, business entities, and an investment club. The firm manages customized portfolios focused on publicly traded equities and investment-grade corporate debt, using a combination of fundamental and technical analysis to align investments with clients’ objectives.

John Chapel is a financial advisor with Aurora Private Wealth, Inc. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Insight Private Advisors, LLC. 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 both discretionary and non-discretionary investment management through a team of 18 advisors managing approximately $374 million in assets.

Roderick McRae III is a CFP®, CFA®, and Series 63 credentialed advisor with 23 years of industry experience. He has been with McRae Capital Management Inc. since 1997. Outside of his advisory role, he serves as a trustee of the Fred Fatzler Foundation. McRae Capital Management provides discretionary investment management and financial planning services primarily to high-net-worth and institutional clients. The firm emphasizes fundamental, long-term analysis and tailored asset allocation, generally focusing on buy-and-hold strategies while employing more complex techniques under specific circumstances.

Robert Keating is a financial advisor at WealthPlan Investment Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Securities America, Inc., and OSAIC. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services for a diverse client base including individuals, high-net-worth clients, and institutional entities, utilizing model-based strategies and various investment vehicles.

Paul Plemenos is a financial advisor with MRA Advisory Group in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He joined MRA Advisory Group in 2017 after working at Ameriprise Financial Services from 2015 to 2017. Outside of his advisory role, he owns WE Racing, an automobile racing business. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, managing both retail and high-net-worth clients. The firm uses risk-based model portfolios overseen by an Investment Committee, offers customized solutions including Biblically Responsible Investing, and delivers financial planning through a subscription-based mobile app alongside affiliated tax and insurance services.

John Swikart is a CFP® professional at CFS Investment Advisory Services LLC with seven years of industry experience. He has held positions at firms including Wealthspire Capital, Wealthspire Advisors, and Charles Schwab. CFS Investment Advisory Services, LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, charitable organizations, and business entities, managing approximately $2.73 billion in assets. The firm employs a tailored investment approach using mutual funds, ETFs, individual securities, and Independent Managers, with both discretionary and non-discretionary account management.

Brandon Apisa is a CFP® and holds a Series 66 license, with four years of experience in the financial services industry. He has worked at The GenWealth Group, Inc. since 2025 and previously held roles at OmniGrowth Wealth Professionals, Mass Mutual Investors Services, and Equitable Advisors, among others. The GenWealth Group, Inc. advises individual and high-net-worth clients through discretionary portfolio management and financial planning, using an ETF-based investment approach that incorporates ESG criteria and tactical positions as appropriate. The firm manages approximately $661 million for about 300 clients and operates as a licensed insurance agency, offering additional services including educational seminars and charitable initiatives.

John Sebastiano is a financial advisor with Pegasus Asset Management Inc in Morristown, NJ, holding five years of industry experience. He has worked previously at Sports & Entertainment Investment Advisers, LLC and has been involved with the Pegasus Group since 2001. Outside of his advisory role, he is a member of F&S Enterprises, LLC, a real estate maintenance business. Pegasus Asset Management, Inc. provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, business entities, and other investment advisers. The firm develops personalized investment objectives and employs asset allocation across equities, fixed income, mutual funds, and ETFs, with strategies that may include covered-call options and defined asset-allocation models.

Howard Milove is a financial advisor with Access Wealth, holding a Series 66 designation and 27 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2015 and is a principal at DHH Advisors LLC and Access Wealth Planning LLC. Milove is also licensed as an insurance agent in New York, New Jersey, and Connecticut. Access Wealth provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in constructing diversified portfolios and uses an Investment Committee to select managers based on multi-year track records, risk, returns, and fees, managing approximately $539 million in regulatory assets.

Stephen Esposito is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously held roles at Mutual Securities, Inc., LPL Financial, and Macro Consulting Group. Accretive Wealth Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach that integrates fundamental and technical analysis, regular client interaction, and may utilize diversified portfolios including mutual funds, ETFs, stocks, bonds, and options.

Orlando Diaz is a financial advisor at Mendham Capital Management, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and the University of Rhode Island. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on non-discretionary advice and coordination with clients’ other professional advisors, offering services through hourly, flat-fee, and annual retainer arrangements without managing client assets directly.