Deanna Iannuzzi is a financial advisor at Sterling Financial Planning Inc with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Sterling Financial Group since 2002. Outside of her advisory role, she works as an independent sales representative for Avon Products. 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 mix of investment strategies across mutual funds, ETFs, and individual securities, leveraging institutional research and technology through major custodians.

Michael Babyak Jr II is a financial advisor at Precision Financial Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Precision Financial Services since 1992, with additional affiliation to PFS Partners, LLC since 2008. Outside of advising, he is involved in real estate development through Northfield Development, where he provides financial guidance. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement consulting. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, options strategies, and independent manager allocations, emphasizing both traditional and alternative asset classes.

Marc Abramson is a financial advisor with Precision Financial Services and holds a Series 66 designation. He has 13 years of industry experience, including prior work at Leigh Baldwin & Co., LLC. Outside of advising, he is involved with a fixed insurance business under Precision Financial Services. Precision Financial Services serves individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement consulting. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, options strategies, and private investment funds, while offering both wrap-fee and non-wrap arrangements.

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.

Constance Millahn is a CFP® and Series 66 credentialed financial advisor at Sterling Financial Planning Inc with 12 years of industry experience. She has worked at Sterling Financial Planning since 2017 and previously spent one year at RBC Capital Markets, LLC. Sterling Financial Planning is a team-based registered investment adviser with eight advisors managing approximately $761 million in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering tailored portfolio management, retirement plan consulting, and standalone financial planning services.

John Bello is a financial advisor with Aurora Private Wealth, Inc., holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Comprehensive Capital Management and APW Capital, Inc. for over two decades. Outside of investment advising, he is an independent insurance agent specializing in life and long-term care insurance. 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 and investment management through a team of advisors, utilizing a range of strategies and third-party platforms to tailor portfolios for clients.

Ethan Kraft is a financial advisor at Precision Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Prime Pensions Inc. and Leigh Baldwin & Co., LLC. 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’s investment approach includes mutual funds, ETFs, individual equities, fixed income, options strategies, and allocations to independent managers and private investment funds.

Jared Bailey is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at LPL from 2011 to 2025. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and outsourced CIO and CCO services, utilizing both advisor-managed and model-based investment approaches.

James Rich is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Quotient Wealth Partners, LLC. He previously worked at Goldman Sachs Personal Financial Management for seven years and held a position with the United Postal Service. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs diversified portfolios with tax-aware strategies and uses multiple custodians and technology platforms to manage client assets.

Brian Schaaf is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining OneAscent, he worked at Purshe Kaplan Sterling Investments and Nexus Peer Financial Coaching. Outside of his advisory role, he co-owns and operates two data analysis and aggregation businesses, Cobalt Capital Group LLC and True Edge LLC. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting through multiple advisory teams and various investment platforms.

Scott Mackenzie is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Insight Private Advisors. He is involved in insurance sales and marketing activities across multiple entities, including serving as a managing member of a fixed insurance sales firm. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of asset management and financial planning services through individualized strategies, model-based platforms, and third-party manager oversight.

Theresa Markham is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lexington Avenue Capital Management LLC and operated Markham Asset Management LLC. Outside of her advisory work, she serves as Treasurer for the Vernon Chamber of Commerce, a nonprofit organization. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a mix of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing through a large enterprise platform.

Blane Tierney is a financial advisor with Realta Investment Advisors, Inc., holding a Series 63 designation and 37 years of industry experience. He has worked with Realta since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension plans, and institutional clients. The firm emphasizes individualized advice based on client goals and risk tolerance and offers portfolio management through various strategies and third-party managers.

Edward Munoz is a financial advisor at FourStar Wealth Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at various firms including LPL Financial, Principal Securities Inc, and MetLife Securities INC. Outside of his advisory role, Munoz officiates soccer games in Sparta Township, NJ. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing client portfolios primarily on a discretionary basis with a range of investment vehicles tailored to clients’ risk tolerance and time horizon.

Mark Charnet is a financial advisor with CoreCap Advisors who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with CoreCap Advisors since 2018 and also serves as president of American Prosperity Group, Inc., an insurance and annuity sales business operating under a franchising model. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an emphasis on long-term, relationship-oriented investment strategies.

Timothy Farley is a financial advisor at Summit Financial, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Summit Financial Resources, Inc., Summit Equities, Inc., and Purshe Kaplan Sterling Investments. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches.

George Plock Jr. is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at LPL Financial and J.W. Cole Advisors, Inc. Outside of his advisory work, he is the owner of Iron Heart Metal Art, LLC, a non-investment-related business. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers along with ongoing portfolio oversight.

Noah Dorman is a CFP® with four years of industry experience and is currently with OneAscent Financial Services LLC. He previously worked at StoneX Advisors Inc and Stonex Securities Inc. In addition to his advisory role, he is involved in insurance sales. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams, offering a variety of asset management and financial planning solutions.

Nuri Gunes Jr. is a CFP® professional affiliated with NewEdge Advisors, with 11 years of experience in the financial services industry. He previously worked at LPL Financial and Elite Retirement Consultants LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence to support advisors and clients.

Lourdes Pring is a Series 65 licensed advisor with 15 years of industry experience. She currently serves at NewEdge Advisors and has a concurrent role with Alpine Growth Capital Advisors LLC. Ms. Pring provides advisory services through NewEdge Advisors, LLC, doing business as ERC Wealth. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services and integrates both in-house and third-party investment solutions supported by technology and centralized due diligence.