Anna Marie Mock is a CFP® professional with seven years of experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC since 2014. She is part of a seven-advisor team based in Wayne, NJ. HIGHLAND Financial Advisors provides wealth management and investment services to individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm employs a Modern Portfolio Theory-based approach with strategic asset allocation, using broadly diversified mutual funds and ETFs, and offers integrated tax support and educational programs for clients.

Charles Weidman is a CFP® with 20 years of industry experience. He has been with Heritage Financial Counselors, LLC since 2017 and previously worked at LPL Financial from 2012 to 2017. Heritage Financial Counselors serves individuals, couples, and families, including high-net-worth clients, offering comprehensive financial planning, investment management, and consulting. The firm emphasizes non-discretionary management and tailors investment advice to client goals using primarily ETFs and low-cost mutual funds.

Michael Lehman is a CFP® with 29 years of experience in the financial industry. He is currently with Premier Path Wealth Partners, LLC, a team-based firm, and has prior experience at Bank of America NA and Merrill Lynch Pierce, Fenner & Smith, Inc. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm utilizes multiple analytic approaches across various instruments and emphasizes continuous monitoring, rebalancing, and a combination of internal and third-party investment solutions.

John Lui is a financial advisor at Chatham Wealth Management with 18 years of industry experience. He holds a Series 65 designation and has worked at both Chatham Wealth Management and Alpha Solutions Investment Advisors since 2010 and 2011, respectively. Chatham Wealth Management is a team of four advisors managing approximately $601 million in discretionary assets. The firm provides portfolio management and financial advice to individuals, high-net-worth investors, trusts, corporations, and retirement plans, utilizing a broad investable universe that includes derivatives alongside traditional asset classes.

Marc Abramson is a financial advisor at Precision Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with PFS Partners, LLC since 2013. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach including mutual funds, ETFs, individual equities, fixed income, options strategies, and allocations to independent managers and private investment funds.

Alexandra Makowski is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at CFS Investment Advisory Services LLC since 2015, with a two-year period at Cambridge Investment Research from 2015 to 2017 before returning to CFS. Outside of her advisory role, she serves as a song leader at Our Lady of Pompeii Church, a position she has held since 2012. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations, managing approximately $2.73 billion in assets. The firm uses a diversified approach including mutual funds, ETFs, individual securities, and independent managers, and serves clients on both discretionary and non-discretionary bases.

Joseph Trucano is a CFP® professional with 14 years of industry experience, currently serving at Oliver Luxxe Assets LLC. He has worked at Oliver Luxxe Assets and Purshe Kaplan Sterling Investments since 2014. His role includes fully servicing all aspects of client relationships, report management, and trade support. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a multi-factor quantitative screening process and fundamental research to manage diverse strategies through proprietary model portfolios and affiliated private funds.

James Bulger is a financial advisor at Algorithmic Investment Models with 22 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Ceros Financial Services and Beaumont Financial Partners. Algorithmic Investment Models specializes in ETF-based portfolio management and provides quantitative, technology-driven investment strategies to a diverse client base, including investment advisers, broker-dealers, institutional channels, and high-net-worth individuals. The firm offers its models through various platforms and focuses on distribution and model licensing.

Nicole Goberman is a financial advisor at Seabridge Investment Advisors LLC with four years of industry experience. She holds a Series 65 designation and has been with Seabridge since 2015. Seabridge Investment Advisors 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, private investment funds, and foreign investment vehicles. The firm constructs global, equity-focused portfolios across a range of strategies and serves other investment advisers as a sub-adviser while supporting both domestic and foreign investment vehicles.

Bryan Landadio is a CFP® professional with 19 years of industry experience, currently serving at Personal CFO Solutions LLC since 2011. He holds Series 63, 65, and 66 licenses. Outside of his advisory work, he is a passive member of National Advisors Group, LLC, an insurance business. Personal CFO Solutions serves individuals, high-net-worth clients, and various institutional clients, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes longer-term investment allocations through mutual funds, ETFs, and independent managers, supported by an internal investment committee and ongoing account reviews.

Richard Sanchez is a financial advisor at Sterling Financial Planning Inc with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securities America Advisors, Kestra Advisory Services, and Avantax Advisory Services. Sanchez is based in Sparta, NJ, and is part of a seven-advisor team. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and typically uses major custodians like Schwab and Fidelity to support its clients’ objectives.

Marc Davis is a CFA® charterholder with five years of industry experience. He has worked at Cary Street Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and Tradition Capital Management. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting to individuals, high-net-worth clients, and a variety of institutional clients. The firm combines quantitative asset-allocation models with fundamental security selection and manages portfolios on a discretionary basis across multiple advisory and wrap fee programs, including an actively managed proprietary ETF.

John Prokop is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He has been with Tilson Financial Group, Inc. since 2013. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, multi-asset class portfolios with a focus on asset allocation, diversification, and rebalancing.

Nicholas Hoy is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He has been with Wiss & Company, LLP since 2024. Wiss Private Client Advisors is a ten-advisor team managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis to tailor diversified portfolios that include mutual funds, ETFs, individual securities, and independent managers, and it offers a range of wealth management and consulting services.

Braden Schipke is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience. He has been with The GenWealth Group, Inc. since 2011 and previously worked at Purshe Kaplan Sterling Investments and LPL Financial. Outside of his advisory role, Schipke serves as Vice President and board member of Family Connections, Inc., a nonprofit organization. The GenWealth Group, Inc. advises individual and high-net-worth clients through discretionary portfolio management, financial planning, and an automated investment program primarily using ETFs with an ESG screening process. The firm manages approximately $661 million across 300 clients and operates a licensed insurance agency, offering a range of investment and insurance services through its five-advisor team.

Eleanore Szymanski is a CFP® professional with 18 years of industry experience, currently serving at Access Wealth. She has worked at The Financial Planning Answerplace, LLC since 2012 and at EKS Associates, LLC since 2000. 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, utilizing an investment committee to construct diversified models and regularly monitoring and rebalancing client portfolios.

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.

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.

Sean Cole is a financial advisor at Green Ridge Wealth Planning LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Amerisave Mortgage Corporation. Sean also spent time conducting extensive research before joining his current firm. Green Ridge Wealth Planning LLC provides discretionary portfolio management, standalone financial planning, and pension consulting to individual clients and pension and profit-sharing plans. The firm manages approximately $383.8 million in discretionary assets, primarily advising on exchange-traded funds, stocks, bonds, and mutual funds through firm-developed model portfolios and discretionary authority.