Isaac Claar is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Revolve Wealth Partners, LLC since 2023 and previously worked for ten years at Solomon Schechter Middle School. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes discretionary portfolio management, global diversification, and tax sensitivity while coordinating with clients’ other professional advisors.

Levan Chubinishvili is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Access Wealth, where he has served since 2018, and was previously employed at Hennion & Walsh Inc. from 2014 to 2018. Access Wealth provides discretionary portfolio management and comprehensive financial planning to a range of clients including 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 employs an Investment Committee to select managers based on risk, returns, and fees.

Michael Mcmane is a financial advisor at Key Group Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. Outside of his advisory role, he serves on the boards of the Livingston Chamber of Commerce and the West Essex YMCA and acts as executor of his mother’s estate. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, emphasizing non-discretionary client relationships. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, providing a combined approach to wealth management.

Dru Burns is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Drucker Wealth and has previous experience at UBS Financial Services and Morgan Stanley. Outside of his advisory work, he coaches an under-16 girls youth hockey team with the Team Colorado Hockey Association. Drucker Wealth serves individuals, high-net-worth clients, mid-career professionals in technology and healthcare, and small business owners with comprehensive financial planning and discretionary portfolio management. The firm integrates fundamental, technical, and tactical analysis with behavioral finance to manage portfolios and employs tools such as direct indexing and third-party asset managers.

Amy Brackett is a CFP® and CFA® with four years of industry experience. She has been with Revolve Wealth Partners, LLC since 2021 and previously worked at Klingenstein Fields Advisors from 2007 to 2021. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm’s approach includes discretionary portfolio management using a range of investment vehicles, emphasizing growth and value integration, global diversification, and tax sensitivity.

Joseph Goldy is a CFP® with 19 years of experience in the financial services industry. He has been with HIGHLAND Financial Advisors, LLC since 2020 and previously worked at TD Ameritrade Investment Management, LLC and Scottrade, Inc. HIGHLAND Financial Advisors serves individuals, families, high-net-worth clients, and institutional clients, offering wealth management, investment management, and ERISA 3(38) fiduciary services with a discretionary management of approximately $640 million. The firm emphasizes strategic asset allocation aligned with Modern Portfolio Theory and incorporates tax-aware asset location and fundamental analysis in its investment process.

Harold Sasnowitz is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at BCR Wealth Strategies in Clifton, NJ. He has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2007. BCR Wealth Strategies provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth households, as well as institutional clients such as pension plans and charitable organizations. The firm uses a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and diversified asset allocation.

William Walsh IV is a financial advisor at Emissary Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Dunedain Capital LLC and Con Edison, where he was employed for 11 years. Outside of his advisory role, he manages Dunedain Capital L.L.C., the general partner of Aegis Partners Fund LLC. Emissary Wealth provides financial planning, consulting, and investment management services to a range of clients including individuals, high-net-worth clients, and business entities. The firm emphasizes fundamental analysis and a long-term, goal-based approach, while also serving as investment adviser to a private fund and sponsoring investment partnerships.

Brian Visconti is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates, Wells Fargo Clearing Services, and JP Morgan Securities. Visconti is a partner in Nehemiah Fund, LP, an incubator fund trading futures and forex using personal capital. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients through a team of 16 advisors. The firm offers portfolio management, independent money manager referrals, customized financial planning, and educational seminars, employing both discretionary and non-discretionary strategies.

Mark Corrado is a financial advisor at Corrado Advisors, LLC with 4 years of industry experience. He is also a partner in Corrado CPA's, LLP, an accounting firm, Corrado Risk Management, LLC, an insurance firm, and Corrado Administrative Services, LLC, a management services firm. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering both discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm uses a range of investment strategies including allocations to equities, fixed income, mutual funds, ETFs, structured notes, options, and independent managers, and coordinates with affiliated professionals such as CPAs, insurance agents, and attorneys.

Amos Warren is a CFP® and CFA® with five years of experience in the financial industry. He is currently with NobleBridge Wealth and has previously worked at Wealth Enhancement Group, M&R Capital Management, Dumont & Blake Investment Advisors, and Altius Capital Partners. NobleBridge Wealth Management provides discretionary and non-discretionary investment management, financial planning, retirement-plan consulting, and project-based or subscription planning services to individuals, high-net-worth families, trusts, estates, retirement plans, and charitable organizations. The firm employs a blended investment process using fundamental, technical, and quantitative analysis across various strategies, including proprietary and third-party managed models.

Sudha Anand is a financial advisor at WJL Financial Advisors in Denville, NJ, holding a Series 65 credential and with four years of industry experience. She has worked at WJL Financial Advisors since 2021 and previously was involved with Little More Innovation PTE Limited. Anand also provides executive coaching services to business leaders. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passive mutual funds and ETFs, integrating tax planning and requiring client approval for trades.

Barry Strobel is a financial advisor with Corrado Advisors, LLC, holding four years of industry experience. He is also associated with CFG CPA, LLP, an accounting firm where he dedicates part of his time. His career includes long-term involvement with Corrado Advisors and Corrado CPA, LLP. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm employs a range of investment strategies and coordinates with an affiliated professional network that includes accounting, insurance, and legal services.

Michael Emr is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Signature Wealth Management Partners, LLC and has previously worked at Purshe Kaplan Sterling Investments, Botwinick & Company LLC, and LPL Financial. Outside of advising, he is a Certified Public Accountant and partner at Botwinick & Company, where he provides management, accounting, audit, and tax services. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a combination of fundamental, technical, and cyclical analysis, with investments across various asset types and strategies.

Philip Nydick is a financial advisor at CFS Investment Advisory Services LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Ernst and Young LLP for three years. Outside of his advisory role, he serves as a student mentor at the TAMID Group. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm manages approximately $2.73 billion in assets and employs a tailored approach using mutual funds, ETFs, individual securities, and allocations to independent managers.

Anthony Demaio is a Certified Financial Planner® with 40 years of industry experience. He is currently with Jeffrey Matthews Wealth Management, LLC, where he has worked for 10 years. His prior experience includes roles at RBC Capital Markets and J. B. Hanauer & Co. He is also a licensed insurance producer affiliated with his firm. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension plan participants, trusts, and charitable institutions. The firm offers a variety of portfolio management strategies and uses third-party research tools to support its recommendations, serving clients through both discretionary and non-discretionary account management.

William Traphagen is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has five years of industry experience. He has a ten-year affiliation with Loyola University. 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 uses both fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Edward Reaven is a financial advisor with Aurora Private Wealth, Inc. in Totowa, NJ, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Artisan Advisors, Fcci Consulting, The Mutual Fund Store, and others. Outside of advising, he sells collectibles online on weekends. 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 investment management through a team of 18 advisors, utilizing individualized policies, model portfolios, and third-party platforms.

Jamie Cox is a financial advisor at New Horizons Wealth Management with one year of industry experience. He holds the Series 65 credential and has worked with firms including Begnaud Wealth Management Group of Janney Montgomery Scott and Tfs Securities Inc. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients across income levels, multi-generational families, and businesses. The firm employs a portfolio management approach grounded in modern portfolio theory, integrating active and passive funds with financial planning tailored to clients’ objectives and risk tolerances.

Benedict Schlatter is a financial advisor at Makrod Investment Associates Inc with 12 years of industry experience. He holds a Series 65 credential and has been with Makrod Investment Associates since 2011. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focused on equities, investment-grade fixed income, and cash/money market funds, managing approximately $803.7 million on a primarily non-discretionary basis.