Ernest Volkmann Jr. is a financial advisor at Makrod Investment Associates Inc with a Series 65 designation and one year of industry experience. His prior roles include positions at Longwave Management Solutions, Polarium Energy Solutions, and Panasonic Corporation. 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 focusing on equities, investment-grade fixed income, and cash/money market funds, operating primarily on a non-discretionary basis with tailored portfolio recommendations.

Lance Drucker is a financial advisor at Drucker Wealth with over 40 years of industry experience. He has held roles at Hornor, Townsend & Kent, Inc. and Purshe Kaplan Sterling Investments before joining Drucker Wealth, where he also serves as chairman. Drucker Wealth primarily serves pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields, as well as small-business owners. The firm offers comprehensive financial planning and portfolio management, employing a combination of fundamental, technical, tactical, and behavioral analysis to construct diversified portfolios.

Vanessa Johnson is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fortis Group Advisors LLC and LPL Financial, LLC since 2018 and previously worked at INVEST Financial Corporation and Marie Rampino. Fortis Group Advisors is a multi-advisor registered investment adviser that serves individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management, financial planning, and estate coordination, utilizing a combination of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence.

Edward Leach is a CFP® professional with 12 years of industry experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC since 2014. He holds a New Jersey real estate license and works occasionally as a referral agent for real estate transactions, receiving fees solely on a referral basis without vested interest. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm offers wealth and investment management services emphasizing Modern Portfolio Theory, strategic asset allocation, and tax-efficient portfolio construction.

Gerald Brown is a CFP® and Series 65-licensed financial advisor at Maltin Wealth Management, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott and Ernst and Young LLP before joining Maltin Wealth Management in 2022. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm combines macroeconomic analysis with fundamental and technical security selection to build diversified portfolios, using mutual funds, ETFs, structured notes, options, and individual securities, and offers multi-generational planning and continuous client reviews.

Joey Casolaro is a CFP® professional with six years of experience at HIGHLAND Financial Advisors, LLC. He previously worked at Moisand Fitzgerald Tamayo, LLC and Newbridge Securities Corporation. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm focuses on wealth and investment management using Modern Portfolio Theory and strategic asset allocation, employing diversified mutual funds and ETFs alongside fundamental analysis and third-party research.

John Bartlett is a CFP® with 13 years of industry experience, currently serving at CFS Investment Advisory Services LLC since 2012. He previously worked at Cambridge Investment Research, Inc. Bartlett volunteers as a coach at Animal CrossFit in Lyndhurst, NJ, and owns Harrisons Bagel Shop in Harrison, NJ. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and employs a tailored investment approach using mutual funds, ETFs, individual securities, and Independent Managers.

Austin Sweerus is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Fortis Group Advisors and LPL Financial since 2018 and previously spent seven years at INVEST Financial Corp. Outside of his advisory role, he is involved with Christopher Edwards Financial Associates LLP, an investment-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach, utilizing risk-profiling technology and third-party manager evaluations to tailor portfolios and financial plans.

Kenneth Botwinick is a Series 66 licensed financial advisor at Signature Wealth Management Partners, LLC with 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Linsco/Private Ledger Corp., and has been associated with Botwinick & Company, LLC since 1997, where he serves as a Certified Public Accountant and partner. His non-investment activities include accounting, audit, tax services, and consulting on business financing strategies. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a range of securities and employs a blend of fundamental, technical, and cyclical analysis with periodic rebalancing.

Daniel O'Shea is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and Wells Fargo Advisors. Outside of his advisory work, he serves as president of the Ardsley Engine Company, a volunteer fire department. Onyx Bridge Wealth Group serves individuals, trusts, pension plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and implements asset-allocation strategies across various investment vehicles, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

Steven Longa is a financial advisor at Emissary Wealth with a Series 65 designation and three years of industry experience. Prior to joining Emissary Wealth in 2022, he played professional football in the National Football League from 2016 to 2020. Outside of advising, he owns and manages businesses in transportation and property management. Emissary Wealth serves a diverse client base including individuals, trusts, business entities, and charitable organizations, providing comprehensive financial planning and investment management services. The firm is noted for its role as adviser and manager of private pooled investment vehicles, alongside offering tailored portfolio management based on fundamental analysis and client-specific objectives.

Bruce Milove is a financial advisor at Access Wealth with 38 years of industry experience. He holds a Series 63 designation and has worked at Purshe Kaplan Sterling Investments since 2015. Milove has been involved with Access Wealth Planning LLC since 2001 and BAM Associates since 1985. Access Wealth serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm uses Modern Portfolio Theory and an investment committee to construct diversified models, monitor portfolios, and evaluate third-party managers.

Stephen Kuchinski is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has previously worked with LPL Financial, MML Investors Services, and MassMutual. Kuchinski is also associated with The Fortis Agency, an insurance-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and integrating tax-aware considerations in its investment approach.

Tyler Allen is a financial advisor with Cornerstone Planning Group in Fairfield, NJ, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Cornerstone in 2022, he worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company from 2018 to 2022. Outside of financial advising, he tutors at the Huntingdon Learning Center. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to a diverse client base including individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs, and offers specialized ERISA fiduciary consulting services for plan sponsors.

Bart Di Chiaro is a financial advisor with Discipline Wealth Solutions, Inc. in Tarrytown, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at CPR Investments Inc., Primerica Advisors, and Quest Capital Strategies, Inc. He is also active as an insurance agent, engaging in the sale of various insurance products. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing customized investment advisory services that include discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm incorporates various investment approaches and offers both in-house management and oversight of third-party managers.

Gregory Makowski is a CFP® with 44 years of experience in the financial services industry. He has been with CFS Investment Advisory Services LLC since 1997 and previously worked at Cambridge Investment Research, Inc. from 2005 to 2017. Outside of advisory work, he serves as a trustee for a family trust and is a member of the advisory and advancement board at William Paterson University’s Cotsakos College of Business. CFS Investment Advisory Services, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as trusts, estates, and business entities. The firm uses a range of investment strategies, including mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary account management.

Michael Schmidig is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has recent experience at Traphagen Investment Advisors LLC since 2026. Prior to this, he worked in various roles including at Hoboken FC and Become Elite. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutions. The firm uses a combination of fundamental and technical analysis and integrates tax and accounting services through its affiliation with an accounting practice.

Kevin Mccabe is a financial advisor at 5C Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and worked previously at Clark Dodge Asset Management LLC from 2014 to 2017. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm combines quantitative portfolio measures, fundamental and technical analysis, and tax-aware portfolio construction in its fiduciary investment approach.

Alexander Macchio is a financial advisor at Traphagen Financial Group with 10 years of industry experience. He holds a Series 65 designation and has been with Traphagen Financial Group, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company since 2014. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm employs both fundamental and technical analysis, manages discretionary model portfolios, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Gregory Emr is a financial advisor with Signature Wealth Management Partners, LLC, holding a Series 63 designation and 34 years of industry experience. He has worked at LPL Financial for 20 years and has been with Signature Wealth Management Partners and Purshe Kaplan Sterling Investments since 2018. Emr is a board member of the Mansion Ridge Home Owners Association, where he participates in contract negotiations and operational decisions. Signature Wealth Management Partners, LLC provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm offers customized and model-based portfolio management across various risk strategies, utilizing fundamental, technical, and cyclical analysis alongside periodic rebalancing.