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.

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.

Hiren Shah is a financial advisor at Condor Capital Wealth Management with 13 years of industry experience. He holds the Series 65 designation and has been with Condor Capital Management since 2011. Prior to that, he worked for nine years at the Township of East Brunswick Recreation Department. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only portfolio management and financial planning, using a variety of investment vehicles including equities, fixed income, mutual funds, ETFs, and private funds, and incorporates technology such as AI tools to support adviser analysis while maintaining human oversight.

Joseph Varvara is a financial advisor at AtCap Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Securities Corp and National Asset Management. Outside of advisory work, he owns JEGA Consulting, a non-investment-related accounting and tax business. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and other entities. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and options.

Jeffrey Halpert is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with The Jeffrey Matthews Financial Group, L.L.C. since 1996. Outside of advisory services, he is an independent insurance agent and may receive referral compensation from a real estate advisory firm. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm offers portfolio management programs with buy-and-hold and active trading strategies, and clients may choose discretionary or non-discretionary account management.

Alan Reef is a financial advisor at Cary Street Partners Asset Management with six years of industry experience. He holds a Series 65 designation and previously worked at Tradition Asset Management from 2013 to 2020. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a combination of quantitative asset allocation and qualitative fundamental analysis across its model portfolios and separate accounts, and it manages a proprietary actively managed ETF along with wrap fee and model programs.

Brendan Hughes is a CFP® with seven years of industry experience, currently affiliated with Condor Capital Wealth Management. His prior roles include positions at Corient, RegentAtlantic, Pathstone Family Office, and Bleakley Financial Group. Condor Capital Wealth Management serves individuals, business entities, trusts, pension plans, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs a fee-only investment approach that incorporates equities, fixed income, mutual funds, ETFs, separate account managers, and selective private and interval funds, supported by AI tools under human oversight.

Marina Ditommaso is a financial advisor with Transcend Capital Advisors, LLC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Her prior experience includes roles at Fidelity Brokerage Services and Purshe Kaplan Sterling Investments. She is a co-founder of Ravello Intimates LLC, an online retail store. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, and private foundations. The firm employs a long-term, diversified investment approach across various asset classes and provides a range of advisory services including financial planning, portfolio management, and retirement-plan consulting.

Frank Geremia Jr. is a financial advisor with Geremia Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Geremia Financial Services since 2005. Outside of his advisory role, he is the managing member of Geremia Capital, LLC, a mortgage brokerage. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages approximately $132 million in discretionary assets and sponsors its own wrap fee program, combining top-down macroeconomic allocation with bottom-up fundamental security selection.

Thomas Paluck is a financial advisor at TSP Capital Management Group, LLC with 21 years of industry experience. He has been with TSP Capital Management Group since 2004. Paluck serves on the boards of several nonprofit charitable organizations and participates in 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 primarily consisting of publicly traded equities and investment-grade corporate debt, using a combination of fundamental and technical analysis tailored to clients’ income needs and tax considerations.

Samuel Alleyne is a financial advisor with Colomb Investment Management Company, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior work includes roles at Foundations Investment Advisors LLC, Horter Investment Management, Intrinsic Wealth Strategies, Inc., and The College Funding Academy, LLC. Outside of his advisory work, he provides debt counseling services through Debt Free for Life. Colomb Investment Management Company, LLC offers personalized, fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and small businesses. The firm utilizes long-term strategic portfolios based on Modern Portfolio Theory and factor models, often delegating investment implementation to third-party managers under co-advisory arrangements.

David Netkin is a financial advisor at Woodstock Wealth Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodstock Wealth Management since 2018 and at St. Bernard Financial Services since 2021. He also operates a branch office for Woodstock Wealth Management through Edgewood Financial Group, Inc. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored strategies with a distinctive performance-based fee program.

Richard Semo Jr. is a financial advisor at Geremia Financial Services, LLC with 18 years of experience since joining the firm in 2008. He holds a Series 65 designation and works within a team of five advisors based in Edison, NJ. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $132 million in discretionary assets across roughly 130 client accounts and sponsors its own wrap fee program that integrates portfolio management and brokerage services.

Michael Garrett is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with WJL Financial Advisors since 2024 and previously operated under his own name from 2001 to 2024. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates, providing comprehensive financial planning, portfolio guidance, tax planning, and tax preparation. The firm uses an academic-based investment approach focused on low-cost, passively managed mutual funds and ETFs, and emphasizes client approval before trade execution.

Paul Davis is a financial advisor with Hudson Value Partners, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Hudson Value Partners since 2019 and previously spent 18 years at Oppenheimer & Co Inc. Davis is also an independent insurance agent, an activity he has pursued since 2019. Hudson Value Partners, LLC provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes individual equities, fixed income, mutual funds, ETFs, and access to unaffiliated managers and private funds, with ongoing account reviews and reporting.

William Keefe is a financial advisor at McRae Capital Management Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with McRae Capital Management since 2016. Keefe serves as a director on the board of Old Point Financial Corporation, a community bank holding company, where he participates in management oversight and governance. McRae Capital Management provides discretionary investment management and financial planning for individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis and a long-term approach to high-quality securities, employing tailored strategies that consider income needs, tax factors, and risk profiles.

Kevin Worley is a CFP® professional with four years of industry experience, currently serving at The GenWealth Group, Inc. He has been with the firm since 2019 and also holds a license as an independent insurance agent. The GenWealth Group, Inc. manages discretionary portfolios and provides financial planning and automated investment programs primarily for individual and high-net-worth clients. The firm employs an ETF-based approach that incorporates ESG screening and tactical allocations, leveraging Schwab’s institutional platform and third-party tools to deliver comprehensive portfolio management and client services.

Peter Ostrowski is a Series 65-licensed financial advisor with Condor Capital Wealth Management, where he has worked since 2026. Prior to joining Condor, he held roles at First Capital Advisors Group, Bloomberg, Kroll, and Rutgers University, accumulating experience across different sectors. Condor Capital Wealth Management serves individuals, business entities, trusts, pension plans, estates, and charitable organizations, offering 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 incorporates technology and distinctive services such as direct indexing, cryptocurrency exposure options, AI tools for analysis, and concierge hourly services.

Kevin Oconnor is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Jeffrey Matthews Wealth Management since 2011, following prior work with The Jeffrey Matthews Financial Group. Outside of his advisory role, he serves as Secretary/Treasurer of C.S. Trendt, Inc., a public relations consulting company, and is a member of the advisory board of First Bank of Greenwich. Jeffrey Matthews Wealth Management advises individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm offers portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars, managing approximately $127 million in assets across 347 client relationships.

Boris Mirvis is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2017 and previously at RBC Capital Markets from 2009 to 2017. Mirvis is also a licensed insurance producer with his current firm. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients with a team of 16 advisors managing approximately $127 million in assets. The firm offers portfolio management through an in-house wrap fee program, access to independent money managers, customized financial planning, and educational seminars, using both discretionary and non-discretionary strategies.