Joseph Orlandi is an advisor at Tango Capital Management, LLC, holding a Series 65 credential with one year of industry experience. His background includes military service from 2018 to 2022 and three years at Rutgers University prior to joining Tango Capital Management. Tango Capital Management is a small, independent registered investment adviser that offers discretionary portfolio management to individual and high-net-worth clients. The firm focuses on investment management across various asset classes and employs both long- and short-term trading strategies, including options, while excluding comprehensive financial planning and estate or insurance services.

Ian Davis is a financial advisor with Horizon Financial Group, Inc., holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at LPL Financial and Lincoln Financial Securities. Outside of his advisory work, he has been involved in non-variable insurance activities. Horizon Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and select nonprofit organizations. The firm offers planning and referral services based on fundamental and technical analysis, utilizing a range of investment products while emphasizing non-discretionary planning and third-party manager referrals.

Samantha Baghal is an advisor at Guidance Wealth Advisors LLC with a Series 65 credential and two years of industry experience. She has worked at Guidance Wealth Advisors LLC since 2024 and at Guidance Income Advisors, LLC since 2025. Outside of her advisory role, she is also involved as an insurance producer. Guidance Wealth Advisors LLC provides discretionary wealth management and comprehensive financial planning primarily to individual clients, including high-net-worth households, as well as certain business, foundation, and charitable accounts. The firm employs tailored investment strategies that include diversified allocations and specialized tools such as direct indexing and options collars.

Bradford Gruby is a financial advisor at High Point Wealth Management, LLC in Chester, NJ, holding a Series 65 designation with 17 years of industry experience. He has been with High Point Wealth Management since 2008. High Point Wealth Management serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and investment advisory services, using a fundamental and cyclical analysis investment approach combined with asset allocation across mutual funds, ETFs, individual stocks, and bonds.

Louis Tranquilli is a financial advisor with Tranquilli Financial Advisor, LLC in Clinton, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2018, he worked at IC Advisory Services, Inc. and The Investment Center, Inc. from 2007 to 2018. Outside of advisory work, he is a member of an LLC involved in property ownership. Tranquilli Financial Advisor serves individuals, trusts, estates, retirement plans, and business entities, providing financial planning, consulting, and discretionary investment management. The firm customizes portfolios based on client-specific factors and frequently utilizes third-party independent managers, maintaining ongoing due diligence and oversight.

John Stuart is a financial advisor at High Point Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and 65 licenses and formerly worked at D.A. Davidson, KeyBanc Capital Markets, and CLSA Americas, LLC. High Point Wealth Management serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a fundamental and cyclical analysis approach combined with an asset-allocation framework that includes mutual funds, ETFs, and individual securities.

William Dudes is a financial advisor at Pleasantdale Wealth Management, LLC in Hackettstown, NJ, holding the ChFC® designation and Series 63 license with 40 years of industry experience. His prior work includes roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and operating as a sole proprietor. He was also involved with Dudes Boys LLC from 2013 to 2019. Pleasantdale Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and ongoing monitoring to guide asset allocation and offers unique services such as discretionary ERISA 3(38) management alongside a multigenerational advisory team.

Brian Dudes is a financial advisor at Pleasantdale Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at American Portfolios Financial Services, Inc. from 2014 to 2019 before joining Pleasantdale Wealth Management. Pleasantdale Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages client accounts based on documented goals, time horizons, and risk tolerances, employing fundamental analysis and ongoing monitoring, with strategies that include option writing and quarterly account reviews.

Maryanne Mitchell is a financial advisor with Personal CFO Solutions LLC in Chester, NJ. She holds a Series 63 designation and has 28 years of industry experience, including 17 years at Mercer Allied Company, L.P. from 1999 to 2016. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides comprehensive financial planning, discretionary portfolio management, and 401(k) consulting, with an investment approach focused on longer-term allocations primarily using mutual funds and ETFs, supplemented by independent investment managers and tactical short-term trades when appropriate.

Steven Pardonner is a financial advisor at WJL Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. and Primerica Financial Services. Outside of advising, he is a product manager at Vonage Holdings Inc. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passive funds and emphasizes client approval before trade execution.

Frank Stettner III is a CFP® professional with 35 years of industry experience, currently serving at Valley National Advisers Inc. He has been affiliated with Valley National Group Inc and Valley National Investments, Inc. since 1991. Outside of his advisory role, he oversees financial aspects of a commercial real estate business. Valley National Advisers Inc. provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary basis and offers estate analysis, retirement plan consulting, private fund due diligence, and cash-management solutions, utilizing third-party platforms and independent managers for asset allocation and customization.

John Vieira is a Series 66–licensed financial advisor with Personal CFO Solutions LLC in Chester, NJ, bringing 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2015 and has been with Personal CFO Solutions since 2011. Outside of his advisory role, he is a partner in a local driving school. Personal CFO Solutions serves individuals, high-net-worth clients, and various institutional entities, offering comprehensive financial planning, discretionary portfolio management, and coordination with clients’ other professional advisors. The firm emphasizes longer-term allocations through mutual funds and ETFs, employs a formal manager vetting process, and manages approximately $1.375 billion in discretionary assets across a multi-advisor team.

Caroline Tanis is a financial advisor at The Wealth Boutique with eight years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America and Merrill Lynch, and she also founded Tanis Financial Group, LLC, which offers budgeting and debt payoff strategy sessions and educational content. The Wealth Boutique is a team of seven advisors providing financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, trusts, and some institutions. The firm uses a financial-planning-led, holistic approach that incorporates both fundamental and technical analysis to tailor investment strategies aligned with client objectives and risk tolerance.

Jacob Millen is a financial advisor with Valor Investments and Planning LLC in Easton, PA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at several firms, including Royal Alliance Associates, MetLife Securities, and The Leaders Group Inc. Outside of advising, he serves as a part-time CFO for RMO Solutions LLC. Valor Investments and Planning LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm offers discretionary portfolio management, financial and business planning, and retirement plan consulting, utilizing a mix of active and passive strategies through third-party managers and model solutions.

Jessica Weaver is a CFP® with 16 years of industry experience and is currently part of The Wealth Boutique team in Chester, NJ. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Foran Financial Group. She is also an author of faith-based financial literature and runs a related educational course called Money Ministries. The Wealth Boutique is an SEC-registered advisory team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management through a goals-based approach that incorporates fundamental and technical analysis, utilizing third-party asset managers and custodial platform services.

Destiny Couter is a financial advisor at The Wealth Boutique with a Series 65 designation and one year of industry experience. Before joining The Wealth Boutique, Destiny worked at CreativeOne Wealth, LLC, Money Mavens, and several other firms across different sectors. The Wealth Boutique provides financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, as well as trusts and select institutions. The firm employs a goals-based, holistic approach that incorporates fundamental and technical analysis to tailor asset allocation and tax- and estate-aware recommendations, managing approximately $120.8 million for around 317 clients through a team of seven advisors.

Patrick Nolan is a financial advisor at Personal CFO Solutions LLC with 24 years of industry experience. He has been with Personal CFO Solutions since 2011 and previously worked for nine years at Goldman Sachs Wealth Services. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients, offering comprehensive financial planning and discretionary portfolio management with an emphasis on long-term investment strategies supplemented by tactical short-term trading. The firm utilizes detailed suitability assessments, regular client reviews, and a formal investment committee process for manager selection.

William Cunliffe is a financial advisor at Covenant Asset Management, LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at VP Research, Inc. and Elevation, LLC. Covenant Asset Management is an SEC-registered advisory firm managing approximately $692.6 million for individual and high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a growth-at-a-reasonable-price and thematic equity investment approach, combined with dividend appreciation and disciplined fixed-income strategies, emphasizing tax efficiency and low turnover.

Christopher Clark is a CFA® charterholder with 13 years of industry experience. He is associated with Covenant Asset Management, LLC, where he has worked since 1999. Since 2014, Mr. Clark has also operated as the sole proprietor of Clark Asset Management, Inc., through which he conducts his duties as an Investment Advisor Representative for Covenant. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations by providing portfolio management and financial planning services. The firm employs a thematic, growth-at-a-reasonable-price investment approach combined with fundamental and technical analysis, focusing on tax efficiency and low turnover.

Gabriel Rowe is a financial advisor at Covenant Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has been with Covenant since 2018. Prior to his current role, he worked at Hamilton Farm Golf Club and attended Florida State University. Covenant Asset Management serves affluent individuals, families, businesses, and nonprofit organizations, offering portfolio management and financial planning services. The firm focuses on thematic, growth-at-a-reasonable-price strategies combined with dividend appreciation, using fundamental and technical analysis alongside options strategies and a fixed-income laddering approach.