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.

Carol Cho is a financial advisor at IRC Wealth with 10 years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining IRC Wealth in 2022, she worked at NYLIFE Securities LLC and New York Life from 2015 to 2022. IRC Wealth provides financial planning and both discretionary and non-discretionary investment advisory services to individuals, corporations, and pension plans. The firm focuses on long-term, retirement-oriented portfolios using a disciplined investment process that combines technical and fundamental analysis with proprietary screening criteria.

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.

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.

Timothy Valik is a Series 65 licensed advisor with Capital Markets IQ, LLC, where he has worked since 2021. He has four years of industry experience and also serves as a high school math teacher at Passaic County Vocational High School. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and select international clients. The firm uses a combination of fundamental and technical analysis alongside proprietary strategies, offering both discretionary and non-discretionary portfolio management and alternative investment support.

Reed Smith is a financial advisor with Emissary Wealth holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Morgan Stanley. Emissary Wealth serves individual clients, trusts, estates, business entities, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers comprehensive financial planning and investment management, using fundamental analysis to tailor portfolios to client goals and also acts as adviser and portfolio manager for private pooled investment vehicles, particularly focusing on real estate-related investments.

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.

V Traphagen is a CFP® and PFS™ with 23 years of experience in financial advising. He has been associated with Traphagen Investment Advisors, LLC since 1997 and is also a partner in Traphagen & Traphagen CPAs, a CPA firm. 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 and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

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.

Katherine Jimerson is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and four years of industry experience. She has been with Fortis Group Advisors and LPL Financial since 2021 and is also involved with The Fortis Agency. Outside of her advisory work, she has experience in basketball coaching and education roles. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and tax-aware strategies.

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.

Eric Traphagen is a financial advisor at Traphagen Financial Group with eight years of industry experience. He has been with the firm since 2017 and previously worked for Local One I.A.T.S.E. from 2001 to 2017. He holds the Series 65 designation. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax and accounting services through its affiliation with an accounting practice.

Ashish Sharma is a CFA® charterholder with 11 years at DGS Capital Management and 3 years of industry experience. He is based in Jersey City, NJ, and works as part of a four-advisor team at the firm. DGS Capital Management serves registered investment advisors, wealth managers, and high-net-worth individuals through sub-advisory and separately managed accounts. The firm employs a systematic, quantitative approach with an emphasis on direct indexing strategies that incorporate tax management, factor tilts, and ESG customizations.

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.

Michael Devizio is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at LPL Financial, LLC and MML Investors Services, including MassMutual, from 2013 to 2019. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management and financial planning, utilizing risk-profiling technology and third-party manager evaluation to tailor client solutions.