Anthony Lupo is a CFP® professional with four years of industry experience, currently serving at Tilson Financial Group Inc in New Providence, NJ. He has been with Tilson Financial Group since 2010, contributing to a team of eight advisors. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, multi-asset class portfolios primarily constructed with mutual funds and ETFs, with asset allocation, diversification, and rebalancing as core elements.

Adrian Morffi is a CFA® charterholder with nine years of industry experience, currently serving at Seabridge Investment Advisors LLC. He has been with Seabridge since 2011. Seabridge Investment Advisors LLC 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 manages global, equity-focused portfolios across various strategies and also serves other advisers as a discretionary sub-adviser.

Daniel O’halloran is a CFP® with three years of industry experience, currently serving as a financial advisor at The GenWealth Group, Inc. He previously worked at Emissary Wealth, Martlet Creative, Rodale Inc., and Robot Fondue. In addition to his advisory role, he is a licensed insurance agent specializing in accident, health, and life insurance. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and an automated ETF-based investment program through a Schwab platform. The firm emphasizes tailored advice, incorporates ESG criteria in its investment decisions, and offers tax-aware features alongside regular account reviews.

John Farrell is a CFA® charterholder at Cary Street Partners Asset Management with four years of industry experience. His prior roles include positions within Cary Street Partners Investment Advisory LLC and Independence Constructors, as well as time spent as a student at Bates College. Cary Street Partners Asset Management provides discretionary portfolio management and non-discretionary investment consulting primarily through other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm employs both quantitative and qualitative investment approaches and manages various strategies including model portfolios, separate accounts, and a proprietary tactical sector ETF.

Daniel Connolly is a financial advisor at Covenant Asset Management, LLC with 13 years of industry experience. He has worked at Covenant Asset Management since 2013 and has prior experience with Park Avenue Securities, Guardian Life Insurance Company, and Pagano, Connolly & Co. He also owns a tax preparation and accounting services business. Covenant Asset Management is an SEC-registered advisory firm managing approximately $692.6 million for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a growth-at-a-reasonable-price and thematic equity approach, with a focus on tax efficiency, low turnover, and the use of option strategies for risk management and income generation.

Matthew Battipaglia is a financial advisor at Washington Crossing Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Stifel from 2011 to 2017. Outside of finance, he is a general partner in Mac's Tavern, a bar and restaurant in Philadelphia. Washington Crossing Advisors LLC provides discretionary investment management to individuals, trusts, and third-party platforms, offering strategies that include value-driven and rising-dividend equities, laddered corporate bond portfolios, and ETF-based tactical asset allocation. The firm serves over 3,000 client accounts and manages more than $2 billion in assets.

Matthew Giberti is a financial advisor at Wiss Private Client Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at PNC Wealth Management and Clearstead Advisors. His background includes nearly a decade in full-time education. Wiss Private Client Advisors is a ten-advisor team managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, and institutional clients. The firm employs a combination of fundamental and technical analysis, offers discretionary portfolio management, and integrates private placements and digital-asset investments into its tailored wealth management strategies.

Marcella Finkel is a financial advisor at Blackhill Capital, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses with five years of industry experience. She has been with Blackhill Capital since 2018 and previously worked at CO9 Design. Blackhill Capital serves high net worth individuals, family groups, trusts, and charitable organizations with discretionary portfolio management tailored to clients’ assets, income, obligations, and risk tolerance. The firm employs a conservative, value-oriented equity strategy focused on large-cap, globally oriented companies with an emphasis on after-tax long-term appreciation and low turnover.

Joseph White is a CFP® and CFA® with 14 years of industry experience. He is currently with Paradigm Investment Advisory, LLC and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. White is also involved in independent advisory firms, including Paradigm Wealth Advisory LLC and Paradigm Advisor Group LLC, where he holds ownership stakes and provides support. Paradigm Investment Advisory, LLC offers discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis and provides customized portfolios with ongoing wealth management and formal annual reviews.

Timothy Rowe is an Investment Advisor Representative with Covenant Asset Management, LLC, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at Covenant Asset Management since 1999 and Comprehensive Asset Management and Servicing, Inc. since 2000. Outside of advisory work, Mr. Rowe is a Managing Member and 50% owner of Covenant Real Estate Ventures, LLC, which focuses on real property management. Covenant Asset Management is an SEC-registered firm managing approximately $693 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, integrates option strategies for downside protection and income, and emphasizes tax efficiency and low portfolio turnover.

Jun Bo Shim is a CFP® professional at Modera Wealth Management, LLC with five years of industry experience. Prior to joining Modera, he worked at Ausdal Financial Partners, Fidelity Investments, and Willis Towers Watson, among others. Outside of his advisory role, he is the owner of JBTLA, LLC, a tax preparation and accounting business serving small businesses. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers and selective investment options.

Jamie Fang is a financial advisor with Arkadios Wealth Advisors in Raritan, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Arkadios and its affiliated entities since 2011, including roles at Rivertan Financial Group and Triad Advisors Inc. Fang also serves as Vice President of Operations at Rivertan Financial Group. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers portfolio management, retirement plan consulting, and financial planning services.

Denis Belinskiy is a financial advisor at Beacon Trust with one year of industry experience. He holds the Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2013. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm manages approximately $4.3 billion in regulatory assets and employs a multi-team advisory staff, offering an open-architecture investment platform with a risk-first framework and tax-aware management.

Ryan Lovell is a financial advisor at Simplicity Wealth with 20 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Ameriprise Financial Services, The Leaders Group, and Osaic Wealth/Highland Capital. Outside of his advisory role, he assists financial advisors with insurance sales through COVR Financial Technologies. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for advisers through a managed account platform.

William Williamson III is a financial advisor with Gladstone Wealth Partners based in Bedminster, NJ. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Gladstone in 2018, he worked at LPL Financial, Santander Securities, and Sovereign Bank. Williamson is also involved in non-variable insurance as an agent. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Richard Rodman is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 63 designation and with 39 years of industry experience. His prior roles include positions at IAM Advisory LLC, Royal Alliance Associates, INC., Investment Advisors Asset Management, LLC, and Second Opinion Financial Services, LLC. Outside of advising, he is a published financial author and operates a consulting business overseeing equipment financing for a long-haul automobile carrier. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and quantitative metrics to align client preferences with long-term strategies, combining passive and active investment management with dynamic rebalancing when appropriate.

Robert Fradella is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at EisnerAmper Wealth Management & Corporate Benefits, Coastal Pension Services, and Consulting Actuaries Inc. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, retirement-plan advisory, and consulting. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Paul Tinnirello is a financial advisor at Simplicity Wealth with nine years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Bleakley Financial Group and Merrill. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as discretionary authority and services that support other advisers through technology and operational solutions.

Matthew Mortillaro is a financial advisor with Regal Investment Advisors LLC in Morristown, NJ, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Regulus Financial Group, Eagle Strategies (NY Life), and New York Life Insurance Company. Mortillaro also provides financial and insurance services through his involvement with Cornerstone Wealth Associates. Regal Investment Advisors LLC (doing business as LionShare) offers discretionary investment management to independent advisers and serves a variety of client types, including individuals, charitable organizations, and businesses. The firm provides a range of proprietary and third-party model portfolios, with advisers selecting allocations and granting Regal discretionary authority to manage accounts.

Ruth Arriaza is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. She has four years of industry experience and has been with Vanderbilt Securities, LLC since 2017. Outside of her advisory role, she serves as Administration Committee Chair at Nuevas Fronteras Presbyterian Church and is a member of the Finance Committee for The Presbytery of the Northeast New Jersey. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.