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Barry S

Ramsey, NJ

Corrado Advisors, LLC

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.

Options & derivatives strategies
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Michael E

Series 66

Rochelle Park, NJ

Signature Wealth Management Partners, LLC

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.

Wealth management General estate planning guidance
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Philip N

Series 65

Totowa, NJ

CFS Investment Advisory Services LLC

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Wealth management Founder/Business Owner Retired
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Anthony D

CFP®, Series 63

Florham Park, NJ

Jeffrey Matthews Wealth Management, LLC

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.

Active portfolio management Options & derivatives strategies
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William T

Series 65

Oradell, NJ

Traphagen FInancial Group

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner Retired
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Edward R

Series 63, Series 65

Totowa, NJ

Aurora Private Wealth, Inc.

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.

Options & derivatives strategies Retirement income strategy Annuities Retirement plans for business owners (SEP, solo 401k)
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Jamie C

Series 65

Cedar Knolls, NJ

New Horizons Wealth Management

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.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Tax strategies for small businesses
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Benedict S

Series 65

Verona, NJ

Makrod Investment Associates Inc

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.

Wealth management Passive / index investing
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Alison C

Series 66

Parsippany, NJ

MRA Advisory Group

Alison Cogan is a financial advisor at MRA Advisory Group with 10 years of industry experience. She holds a Series 66 credential and has worked previously at Ameriprise Financial Services, Inc. and Niagara International Capital Limited. Outside of her advisory role, she owns a tax preparation firm, CoganWorks, and serves as treasurer for several local organizations, including a church, an education foundation, and the League of Women Voters of Morristown Area, as well as being a member of the Parsippany-Troy Hills Board of Education. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving retail and high-net-worth clients with portfolio management, retirement planning, tax preparation, and insurance placement. The firm employs risk-based model portfolios reviewed by an Investment Committee and offers specialized services such as Biblically Responsible Investing and access to alternative investments.

General retirement planning Retirement income strategy Life insurance needs analysis
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Reynold M

Series 63, Series 65

Florham Park, NJ

Jeffrey Matthews Wealth Management, LLC

Reynold Musell is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Jeffrey Matthews Wealth Management, he worked at RBC Capital Markets, LLC for 14 years. He has a 5% ownership interest in Mullen Farms LP, a family business in Iowa City, Iowa. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm manages approximately $127 million in assets across about 347 client relationships, offering portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars.

Active portfolio management Options & derivatives strategies
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John F

Series 66

Westwood, NJ

Fortis Group Advisors LLC

John Francisco is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 license and eight years of industry experience. He has worked at firms including LPL Financial, LLC and Fidelity Brokerage Services LLC. Outside of his advisory work, he operates an e-commerce business selling clothing online. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a comprehensive investment approach that integrates fundamental and technical analysis, strategic asset allocation, and manager selection, with an emphasis on institutional due diligence and tax-aware decisions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Giro M

Series 63, Series 66

Fairfield, NJ

Cornerstone Planning Group

Giro Maddaluna is a financial advisor at Cornerstone Planning Group with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LUNA Financial Group, BM Financial Group, Eagle Strategies LLC, and New York Life. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs tailored to client objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Mark R

CFP®, Series 66

Ramsey, NJ

Regency Wealth Management

Mark Reitsma is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with Hudson Capital Management LLC doing business as Regency Wealth Management since 2010. Regency Wealth Management provides wealth management, investment advisory services, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, foundations, and businesses. The firm serves clients with investible assets generally over $1 million and manages accounts primarily on a discretionary basis using a mix of fundamental and technical analysis.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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Erika M

Series 65

Hackensack, NJ

Brooklyn FI, LLC

Erika Moromisato is an advisor at Brooklyn FI, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Connective Wealth Partners, LLC and The Financial Gym. Her prior work includes a decade at Risk Placement Services, Inc. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and aggregates held-away assets into client portfolios.

Passive / index investing Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Carmine C

Series 66

Fairfield, NJ

Cornerstone Planning Group

Carmine Coppola is a financial advisor at Cornerstone Planning Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Strata Capital Group, NYlife Securities, Eagle Strategies, New York Life Insurance, Mass Mutual Investors Services, and Metlife Securities. He is involved in insurance brokering through Strata Capital Group, focusing on non-registered insurance products. Cornerstone Planning Group serves individuals, businesses, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-based investment approach emphasizing low-cost, passive ETFs and mutual funds, and offers ERISA fiduciary consulting for retirement plans.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Joseph V

Series 66

Westwood, NJ

Fortis Group Advisors LLC

Joseph Vanacore III is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 registration and eight years of industry experience. He has worked at Fortis Group Advisors since 2020 and has prior experience with LPL Financial and MassMutual. Outside of his advisory role, he is involved with IDS Autoshred, a family-owned business. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a combination of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence, and offers access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Zane B

Series 65

Fairfield, NJ

Cornerstone Planning Group

Zane Belcak is a financial advisor at Cornerstone Planning Group in Fairfield, NJ, holding a Series 65 designation with two years of industry experience. His prior experience includes roles at Zynergy Retirement Planning and several positions in education at Monmouth University and Flanders School District. Cornerstone Planning Group is an independent, fee-only SEC-registered adviser serving individuals, high-net-worth clients, businesses, retirement plans, foundations, trusts, and estates. The firm employs a model-based investment approach using low-cost, passive ETFs and mutual funds, and offers ERISA fiduciary consulting alongside discretionary portfolio management and comprehensive financial planning.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Molly S

CFP®, Series 66

Florham Park, NJ

Wiss Private Client Advisors, LLC

Molly Scalzo is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Wiss Private Client Advisors, LLC and previously worked at Edward Jones among other firms. Wiss Private Client Advisors, LLC is a team of ten advisors managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm combines fundamental and technical analysis to tailor portfolios across a range of investment types and incorporates private placements and digital-asset investments for select clients.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Anna Marie M

CFP®

Wayne, NJ

HIGHLAND Financial Advisors, LLC

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.

Divorce financial planning Wealth management Divorced Women Women Professionals
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Elizabeth E

ChFC®, Series 63

Montvale, NJ

Signature Wealth Management Partners, LLC

Elizabeth Emr is a ChFC® and holds a Series 63 license, with 45 years of industry experience. She has worked at LPL Financial for 20 years and has been with Signature Wealth Management Partners, LLC and Purshe Kaplan Sterling Investments since 2018. Outside of advisory work, she is a member of Emr Management, LLC, which handles accounting and business expense management for her practice. Signature Wealth Management Partners, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm offers both stand-alone financial planning and comprehensive wealth management services, managing portfolios through a mix of fundamental, technical, and cyclical analysis across five risk-based strategies.

Wealth management General estate planning guidance
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