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.

Robin Condon is a financial advisor with Willis Towers Watson Securities, LLC, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He also owns Lido Consulting Group LLC, a compliance consulting firm. His work history includes roles at Georgetown Financial Group, Inc., Cetera, and Willis Towers Watson Securities. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which features web-based financial planning tools, discretionary model portfolios, and access to investment adviser representatives. The firm’s approach emphasizes diversified model portfolios guided by Monte Carlo simulations and client inputs, supported by affiliated fund research and insurance referrals.

Carol Cho is a financial advisor with Irc Wealth, holding the ChFC® designation and Series 63 license, with 11 years of industry experience. She has worked at IRC Wealth since 2022, following roles at NYLIFE Securities LLC and New York Life from 2015 to 2022. Irc Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented strategies, combining technical screening, fundamental analysis, and proprietary research, and is noted for its affiliation with a registered Commodity Trading Advisor that allows for commodity transactions and the use of option-writing and limited short-term trades.

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® with 17 years of experience in the financial services industry. He has been with Tilson Financial Group, Inc. and American Portfolios Financial Services, Inc. since 2016. 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 uses a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory and incorporates independent managers and custodial platforms in its services.

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.

Kevin Heal is a financial advisor at Argus Investors' Counsel, Inc. with 31 years of industry experience. He has held positions at Triad Securities Corp. and Sandler Capital Management before joining Argus in 2018. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, offering Core Equity strategies focused on bottom-up stock selection and specialized approaches such as activist turnaround and sustainable impact portfolios. The firm also licenses model portfolios and provides model-management and consulting services to other investment advisers and platform sponsors.

Christopher White is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding a Series 65 designation and two years of industry experience. Prior to joining Masterworks Advisers, he worked at Jenkinson's South Inc for four years. He is also employed as a Masterworks Platform Associate at Masterworks, LLC, focusing on administrative functions related to the firm's alternative investment platform. Masterworks Advisers provides investment advice exclusively on securitized art investments issued by its affiliates, serving individual and high-net-worth investors. The firm’s approach centers on rules-based recommendations of single-artwork investments, bundles, and model portfolios, supported by proprietary art market research and third-party appraisals.

Sevasti Balafas is a CFA® charterholder with 16 years of industry experience. She is currently a financial advisor at GoalVest Advisory LLC, where she has worked since 2016, and previously held roles at City National Rochdale, Rim Securities LLC, H. Beck, Inc., VWealth Advisors, and First Liberties Financial. Balafas serves as CEO of GoalVest Advisory LLC. GoalVest Advisory LLC primarily serves high-net-worth and individual clients, providing portfolio management, financial planning, and subadvisory services. The firm employs fundamental research, quantitative analysis, and modern portfolio theory to build long-term, client-specific portfolios and also sponsors private pooled investment vehicles.

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.

Gary Mannuzza Jr. is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently a member of TKG Wealth Advisers LLC and has held roles at multiple firms including RMR Wealth Builders, Inc., Calton & Associates, Inc., and Avantax Advisory Services. Outside of his advisory work, he is a partner at an accounting firm, The Koenig Group, LLC, and serves as a Commissioner for the Housing Authority of the City of Linden. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm providing discretionary investment management, financial planning, and retirement plan consulting services to individuals, families, businesses, and plan sponsors. The firm manages diversified portfolios utilizing institutional mutual funds, ETFs, individual equities, and fixed income, and maintains operational ties to an affiliated accounting practice that supports cross-referrals and integrated service offerings.

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.

Peter Cardillo is a financial advisor with Spartan Capital Private Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Spartan Capital Securities LLC since 2018 and previously at Rockwell Global Capital, LLC from 2011 to 2018. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, selection and oversight of third-party money managers, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

James Sosinski is a financial advisor with TKG Wealth Advisers LLC in Cranford, NJ, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has held roles at multiple firms including Villa Nova Financing Group, Instamortgage, and Canopy Mortgage. Outside of his advisory work, Sosinski is involved in several nonprofit organizations, serving as an officer and treasurer for public charities and foundations, and operates a subscription-based educational platform for CPAs. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm customizes client portfolios and frequently integrates services with an affiliated 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.

Tyler Turtoro is a financial advisor with Herold Advisors, Inc. and holds a Series 66 designation. He has seven years of industry experience, including roles at Bank of America, Merrill Lynch, and Mass Mutual Insurance Company. Herold Advisors serves individual and institutional clients such as high net worth individuals, trusts, estates, and pension plans, offering discretionary and non-discretionary portfolio management. The firm uses computerized screening and fundamental analysis to construct diversified portfolios, emphasizing domestic large- and mid-cap equities with occasional foreign equities and bonds, and provides regular supervisory reviews and written quarterly evaluations.

David Shields is a financial advisor with Wellington Shields Capital Management, LLC, holding a Series 63 designation and over 59 years of industry experience. He has been with Wellington Shields Capital Management and its related entities since 2009 and has prior experience dating back to 1982 with Shields & Company. Shields serves as an interested trustee for the Capital Management Investment Trust, a registered open-end investment management company, a position he has held since 1994. Wellington Shields Capital Management, LLC provides discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including equity, options, and margin trading, with documented client suitability and ongoing monitoring processes.

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.