Ean Jaffe is a financial advisor at Condor Capital Wealth Management with two years of industry experience. He holds a Series 66 credential and previously worked at LPL Financial and Osaic. Before entering the financial services field, he spent five years at the University of California Riverside and seven years at Trader Joe’s. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a fee-only investment approach using a variety of asset classes and integrates AI tools to support advisor analysis while maintaining human oversight.

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.

Hirbod Azmi is a financial advisor at Virtus Wealth Solutions with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. Outside of finance, he is a general partner in Chyna Project Partners, a film production company. Virtus Wealth Solutions serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering financial planning, asset management, and consulting. The firm manages portfolios using multiple analytical approaches and provides access to a range of securities and alternative investments, including private placements and insurance products.

Charles Weidman is a CFP® with 20 years of industry experience. He has been with Heritage Financial Counselors, LLC since 2017 and previously worked at LPL Financial from 2012 to 2017. Heritage Financial Counselors serves individuals, couples, and families, including high-net-worth clients, offering comprehensive financial planning, investment management, and consulting. The firm emphasizes non-discretionary management and tailors investment advice to client goals using primarily ETFs and low-cost mutual funds.

Michael Lehman is a CFP® professional with 29 years of experience in the financial industry. He is currently with Premier Path Wealth Partners, LLC and has previously worked at Bank of America, Merrill Lynch Pierce, Fenner & Smith, and Wells Fargo Clearing. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities, utilizing a multi-analytic investment approach across a variety of asset classes and incorporating both internal management and third-party platforms. The firm manages a large asset base with a compact team and offers a range of services including discretionary portfolio management, financial planning, retirement-plan consulting, and access to private pooled investments.

John Lui is a Series 65 registered advisor with 18 years of industry experience. He has worked at Chatham Wealth Management since 2010 and was previously with Alpha Solutions Investment Advisors from 2011 to 2025, as well as UCB Asset Management from 2007 to 2009. Chatham Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm uses fundamental, technical, and cyclical analysis to build tailored portfolios and routinely employs derivatives, including options and structured products, while disclosing related risks and tax considerations to clients.

Reema Patel is a CFP® professional at Councilor Wealth LLC with two years of industry experience. She has worked at May Barnhard Investments, LLC, a subsidiary of Councilor, Buchanan & Mitchell, P.C., where she also provides accounting services including tax, audit, and advisory. Councilor Wealth provides portfolio management and financial planning to individuals, retirement plans, and not-for-profit organizations. The firm employs long-term investment strategies and integrates financial planning with investment management, serving clients with a range of asset levels.

Kenneth Schapiro is a CFA® charterholder with 24 years of industry experience. He has been with Condor Capital Management since 1988. Outside of his advisory role, he is the managing member of Courtside Racquet Club, a tennis club in Lebanon, NJ. Condor Capital Wealth Management serves individuals, business entities, trusts, pension plans, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial and pension plan consulting. The firm employs a fee-only investment approach using a range of strategies including individual equities, fixed income, ETFs, and private funds, and incorporates AI tools to support adviser analysis.

Brian Brown is a financial advisor at Investment Partners Asset Management with 23 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including T.R. Winston & Company, LLC and Community Informatics. Brown is also involved with Investment Partners Group, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing and uses a range of strategies including tactical asset allocation, derivatives, and allocations to various funds and independent managers.

Joseph Trucano is a CFP® professional with 14 years of industry experience, currently serving at Oliver Luxxe Assets LLC. He has worked at Oliver Luxxe Assets and Purshe Kaplan Sterling Investments since 2014. His role includes fully servicing all aspects of client relationships, report management, and trade support. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a multi-factor quantitative screening process and fundamental research to manage diverse strategies through proprietary model portfolios and affiliated private funds.

Nicole Goberman is a financial advisor at Seabridge Investment Advisors LLC with four years of industry experience. She holds a Series 65 designation and has been with Seabridge since 2015. Seabridge Investment Advisors provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm constructs global, equity-focused portfolios across a range of strategies and serves other investment advisers as a sub-adviser while supporting both domestic and foreign investment vehicles.

Kurt Stein is a financial advisor at Singer Wealth Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill Lynch and Bank of America. Outside of investment advising, he serves as the managing member of Skymount LLC, providing consulting services to religious organizations. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension plans with comprehensive financial planning and portfolio management. The firm provides discretionary and non-discretionary management, fiduciary consulting, and access to alternative investments, supporting client objectives through individualized investment policy statements and a combination of fundamental and tactical strategies.

Marc Davis is a CFA® charterholder with six years at Cary Street Partners Asset Management and a total of 24 years of industry experience. He previously worked at Tradition Asset Management and Tradition Capital Management. Cary Street Partners Asset Management provides discretionary portfolio management and non-discretionary investment consulting services primarily through other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm employs both quantitative and fundamental investment approaches across a range of strategies, including proprietary ETFs and sub-advisory roles.

Michael Milevoi is a CFP® and Series 65-licensed financial advisor at TKG Wealth Advisers LLC with two years of industry experience. Before joining TKG Wealth Advisers in 2024, he worked at SHI International and held positions at Rowan University and Colonia High School. He is the owner of Mileboy Holdings LLC, a non-investment-related valet service business. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and is known for its operational ties to an affiliated accounting practice, enabling combined service offerings and cross-referrals.

John Prokop is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He has been with Tilson Financial Group, Inc. since 2013. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, multi-asset class portfolios with a focus on asset allocation, diversification, and rebalancing.

Nicholas Hoy is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He has been with Wiss & Company, LLP since 2024. Wiss Private Client Advisors is a ten-advisor team managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis to tailor diversified portfolios that include mutual funds, ETFs, individual securities, and independent managers, and it offers a range of wealth management and consulting services.

Braden Schipke is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience. He has been with The GenWealth Group, Inc. since 2011 and previously worked at Purshe Kaplan Sterling Investments and LPL Financial. Outside of his advisory role, Schipke serves as Vice President and board member of Family Connections, Inc., a nonprofit organization. The GenWealth Group, Inc. advises individual and high-net-worth clients through discretionary portfolio management, financial planning, and an automated investment program primarily using ETFs with an ESG screening process. The firm manages approximately $661 million across 300 clients and operates a licensed insurance agency, offering a range of investment and insurance services through its five-advisor team.

Jonathan Kliment is an advisor at Condor Capital Wealth Management with a Series 65 designation. He has been with Condor Capital Management since 2013. Outside of his advisory role, he provides accounting and tax preparation services. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a fee-only investment approach utilizing a range of investment vehicles and offers specialized services such as direct indexing and AI-supported adviser analysis.

Eleanore Szymanski is a CFP® with 19 years of industry experience. She is affiliated with Access Wealth and has previously worked at The Financial Planning Answerplace, LLC and EKS Associates, LLC. Access Wealth provides discretionary portfolio management and comprehensive financial planning to a diverse client base, including individuals, high-net-worth clients, and various organizations. The firm employs Modern Portfolio Theory in constructing diversified portfolios and uses an Investment Committee to select managers based on multiple criteria, managing approximately $539 million in regulatory assets.

Robert Giarraffa is a financial advisor with New Horizons Wealth Management in Cedar Knolls, NJ, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has worked at New Horizons Wealth Management since 1982 and at TFS Securities, Inc. since 1987. Outside of his advisory role, he has authored an autobiography. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients, families, and businesses across various income levels. The firm employs a modern portfolio theory-based approach that integrates active and passive mutual funds and ETFs, along with financial planning tailored to clients’ objectives and risk tolerance.