Gregory Da Silva is a financial advisor at McMillan Analysis Corporation with nine years of industry experience. He holds a Series 65 designation and has been with McMillan Analysis Corp. for over 15 years. Outside of his advisory role, he serves as an ice hockey coach at Gill St. Bernards School. McMillan Analysis Corporation provides discretionary portfolio management primarily for individual and high-net-worth clients, employing an option-centric investment approach that includes covered-call programs and volatility capture strategies. The firm offers managed accounts, subscription products, educational seminars, consulting, and expert-witness services.

Christopher Cullina is a CFP® professional with four years of industry experience. He is currently with M.K. Byrne & Co. LLC and previously worked at Cetera Advisors LLC/Nicholas Pascarella & Co. as OSJ and Jennison Associates. M.K. Byrne & Co. LLC provides tax planning, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm employs a tactical asset-allocation approach within a modified Modern Portfolio Theory framework and combines investment management with coordinated tax and financial planning.

Jonathan Le Var is a CFP® professional with 16 years of industry experience. He has worked at Roxbury Financial since 2018 and previously at Advisory Services Network, LLC and Edward Jones. He is also licensed as an insurance agent and offers insurance products on a limited basis. Roxbury Financial serves individual clients, including high-net-worth households, and institutional clients such as pension and profit-sharing plans. The firm employs a tactical allocation strategy using fundamental and cyclical analysis, and incorporates margin and option strategies in separately managed accounts, while also providing plan-sponsor consulting services.

Lawrence McMillan is a financial advisor with McMillan Analysis Corporation, holding 21 years of industry experience. He has been with McMillan Analysis Corp. since 1990. McMillan Analysis Corporation provides discretionary portfolio management focused on option-based strategies to individuals, banks, investment companies, trusts, and other advisers. The firm combines active options-focused asset management with a commercial publishing and data business, offering subscription newsletters, seminars, software products, and commodity futures/options advice.

Daniel Sherman is a financial advisor at Ronald Gelok & Associates, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, Lenox Advisors, Merrill, and Morgan Stanley. Outside of his advisory work, he serves as an ocean lifeguard. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, including individuals, retirement plans, trusts, and charities. The firm provides comprehensive financial planning and discretionary investment management, emphasizing fundamental analysis and tailored manager selection aligned with clients’ risk tolerance and objectives.

Heather Le Var is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Roxbury Financial since 2024. Prior to joining Roxbury, she worked at Advisory Services Network, LLC from 2021 to 2024 and Edward Jones from 2015 to 2021. Roxbury Financial advises both individual clients, including high-net-worth households, and institutional clients such as pension and profit-sharing plans. The firm employs a tactical allocation strategy using fundamental and cyclical analysis, with portfolio management that includes margin and option strategies, as well as diversified instruments like partnership interests and hedging with cash positions.

Jason Kurz is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He previously worked at Signature Securities Group Corp./Signature Bank for 10 years, followed by Cadaret, Grant & Co., Inc. for two years, and has been with LPL Financial since 2025. Kurz manages a limited side business that supports transitioning client assets to LPL Financial. Comprehensive Wealth Services, LLC provides fee-based investment advisory and portfolio management primarily for high-net-worth individuals and related entities. The firm employs strategies using mutual funds and ETFs, generally delivers discretionary services tailored to clients’ risk tolerance and tax situations, and maintains a cautious view of active management.

Amanda McGrath is a CFP® with 16 years of experience in the financial industry. She has worked at Asset Advisory Group, Inc. since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company AM. Asset Advisory Group serves individuals, including high-net-worth clients, as well as institutional and business entities, providing personalized financial planning and asset management on a fee-only basis. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis, managing portfolios on both discretionary and nondiscretionary bases.

Paul Zoch is a CFP® professional with over 31 years of industry experience, currently serving at Asset Advisory Group, Inc. since 1994. He holds a Series 63 license and is based in Kinnelon, NJ. Outside of his advisory role, he is involved in life, health, and disability product sales through various insurance carriers. Asset Advisory Group, Inc. provides comprehensive financial planning and asset management services to individual and institutional clients, including pension plans, trusts, estates, and charitable organizations. The firm uses a long-term, research-supported investment approach primarily employing mutual funds and ETFs, and manages approximately $480 million in assets across two advisors.

Kevin Saia is a CFP® professional with 33 years of industry experience, currently serving at S Squared Retirement Solutions LLC. His prior roles include positions at American Portfolio Advisors, Inc. and American Portfolios Financial Services, Inc. He is the owner of College Planning of NJ and the author of a book titled *Retirement and Income*. S Squared Retirement Solutions LLC provides financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as charities and business entities. The firm uses fundamental analysis to build individualized asset allocations, typically employing ETFs, mutual funds, stocks, and bonds, and offers oversight of third-party advisers through the Envestnet platform.

Marc Maricondo is a Series 65-registered financial advisor with McMillan Analysis Corporation in Randolph, NJ, bringing four years of industry experience. His background includes roles at Howard and Capstone Research. McMillan Analysis Corporation provides discretionary portfolio management primarily for individual and high-net-worth clients, utilizing an option-centric investment approach that incorporates covered-call programs and volatility-capture strategies. The firm also offers subscription products, educational seminars, consulting, and expert-witness services, and holds registrations and advisory roles that are uncommon among similarly sized supported firms.

Volodymyr Stasenko is a CFP® with 17 years of industry experience, currently serving at Signet Financial Management, LLC since 2016. He previously worked at Summit Financial, LLC. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment approach that combines fundamental and quantitative analysis to construct diversified portfolios.

David Vollmer is a CFA® charterholder with 22 years of industry experience. He has worked at Precision Financial Services since 2006 and at its affiliate PFS Partners, LLC since 2008. Outside of his advisory work, he is the owner of a fixed insurance business. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and allocations to independent managers, with an emphasis on incorporating cash as an asset class and cautious use of alternative funds.

Joseph Verile is a financial advisor at MRA Advisory Group in Parsippany, NJ, holding a Series 65 designation with eight years of industry experience. He has been with MRA Advisory Group since 2017 and previously worked at Ameriprise Financial Services. Outside of his advisory role, he provides consulting support to MRA Capital Partners, a private equity real estate fund focused on commercial projects in Florida. MRA Advisory Group offers wealth management and financial planning services to both retail and high-net-worth clients, managing discretionary and non-discretionary accounts with an emphasis on risk-based model portfolios. The firm provides a range of services including retirement planning, tax preparation through an affiliated CPA practice, and access to alternative investments and private equity for eligible clients.

Ryan Tuttle is a financial advisor at Signet Financial Management, LLC with a Series 65 designation. He has been with Signet since 2023 and previously worked at the University of New Hampshire and St Joseph Regional High School. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary approach combining fundamental and quantitative analysis to construct diversified portfolios.

Jordan Kaufman is a CFP® and CFA® with 21 years of industry experience. He currently serves at Green Ridge Wealth Planning LLC, where he has worked since 2020, following roles at Advisory Services Network LLC, Oppenheimer, and Goldman Sachs & Co. Kaufman holds volunteer board positions with several nonprofit organizations, including West Bergen Mental Healthcare, The Ridgewood AM Rotary Club, and the Ridgewood High School Alumni Association. Green Ridge Wealth Planning LLC provides discretionary portfolio management, financial planning, and pension consulting to both high-net-worth and non-high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $383.8 million in discretionary assets using proprietary model portfolios and primarily invests in exchange-traded funds, stocks, bonds, and mutual funds.

Cal Cacciaguida is a CFP® professional with eight years of experience currently at Sterling Financial Planning Inc. He has held roles at Summit Financial, Purshe Kaplan Sterling Investments, and Morgan Stanley, among other firms. 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 portfolio management, retirement plan consulting, and financial planning services tailored to each client’s objectives and risk tolerance.

Shawn Hirsch is a CFP® and Series 66-licensed financial advisor at Signet Financial Management, LLC with 15 years of industry experience. He has worked at Signet Financial since 2013 and recently joined Summit Financial, LLC in 2026. Outside of his advisory role, Mr. Hirsch also offers insurance products as a broker through multiple companies, earning both cash and non-cash compensation. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary approach that combines fundamental and quantitative analysis with diversified portfolios.

David Gorman is a financial advisor with Precision Financial Services and holds a Series 66 designation. He has 18 years of industry experience and has been associated with Leigh Baldwin & Co., LLC since 2015 and PFS Partners, LLC since 2013. Outside of his advisory work, he serves as a coach at the Randolph YMCA. 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 range of investment strategies including mutual funds, ETFs, equities, fixed income, and options, and incorporates third-party managers and private funds following due diligence.

Matthew Hannum is a CFP®, CFA®, and Series 66 registered advisor with 21 years of industry experience. He has been with Sterling Financial Planning Inc since 2003. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. Sterling Financial Planning manages approximately $672 million and employs a range of investment strategies across mutual funds, ETFs, and individual securities.