David Guarino is a ChFC® credentialed advisor at Covenant Asset Management, LLC with six years at the firm and a total of two years in the financial industry. His prior work experience includes roles at Regent University, TIP Medical Communication, Liquid Church, and Nitroflex Fitness. Outside of advising, he was involved with Nitroflex Fitness for nine years. Covenant Asset Management serves affluent individuals, families, businesses, and nonprofit organizations, offering portfolio management and financial planning services. The firm employs a thematic, growth-at-a-reasonable-price strategy combined with dividend appreciation, fundamental and technical analysis, and options strategies for income and downside protection.

Zane Belcak is a financial advisor at Cornerstone Planning Group with one year of industry experience. He holds a Series 65 designation and previously worked at Zynergy Retirement Planning, as well as in educational roles at Monmouth University and Flanders School District. Cornerstone Planning Group serves individuals, businesses, qualified retirement plans, foundations, trusts, and estates with discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and educational seminars. The firm employs a model-based investment approach focusing on low-cost, passive ETFs and mutual funds and offers ERISA fiduciary consulting and flexible financial planning engagement structures.

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.

Anna Marie Mock is a CFP® professional with seven years of experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC since 2014. She is part of a seven-advisor team based in Wayne, NJ. HIGHLAND Financial Advisors provides wealth management and investment services to individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm employs a Modern Portfolio Theory-based approach with strategic asset allocation, using broadly diversified mutual funds and ETFs, and offers integrated tax support and educational programs for clients.

Paul Cummings is a financial advisor with Transcend Capital Advisors, LLC, holding Series 65 and Series 66 licenses and four years of industry experience. His prior roles include positions at Arax Advisory Partners, Corient, Geller Advisors, Fiduciary Trust Company International, and Abbott Downing, a Wells Fargo business. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, including high-net-worth individuals, as well as entities such as family offices, trusts, estates, and retirement plans. The firm employs a long-term, diversified investment approach across various asset classes and offers services including holistic financial planning, portfolio management, and retirement-plan advisory.

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 28 years of industry experience. He is currently with Premier Path Wealth Partners, LLC and has previously worked at Bank of America NA and Merrill Lynch Pierce, Fenner & Smith, Inc. He holds Series 63 and Series 66 licenses. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and access to third-party money managers. The firm employs a multi-faceted investment approach combining fundamental, technical, and quantitative analysis, and manages approximately $1.1 billion in discretionary assets across a four-advisor team.

John Lui is a financial advisor at Chatham Wealth Management with 18 years of industry experience. He holds a Series 65 designation and has worked at both Chatham Wealth Management and Alpha Solutions Investment Advisors since 2010 and 2011, respectively. Chatham Wealth Management is a team of four advisors managing approximately $601 million in discretionary assets. The firm provides portfolio management and financial advice to individuals, high-net-worth investors, trusts, corporations, and retirement plans, utilizing a broad investable universe that includes derivatives alongside traditional asset classes.

Reema Patel is a CFP® professional with one year of experience at MBI LLC. She is also affiliated with Councilor Buchanan & Mitchell, PC, where she has provided accounting, tax, audit, and advisory services since 2014. MBI LLC is a subsidiary of Councilor Buchanan & Mitchell and offers portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm combines fundamental and technical analysis with modern portfolio theory and provides both discretionary and non-discretionary services across a range of investment vehicles.

Marc Abramson is a financial advisor with Precision Financial Services and holds a Series 66 designation. He has 13 years of industry experience, including prior work at Leigh Baldwin & Co., LLC. Outside of advising, he is involved with a fixed insurance business under Precision Financial Services. Precision Financial Services serves individual and high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement consulting. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, options strategies, and private investment funds, while offering both wrap-fee and non-wrap arrangements.

Alexandra Makowski is a CFP® professional with 10 years of experience in financial advisory services. She has been with CFS Investment Advisory Services LLC since 2017 and previously worked at Cambridge Investment Research, Inc. Alexandra is also involved with Our Lady of Pompeii Church as a song leader. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and tailors portfolios using mutual funds, ETFs, individual securities, 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.

James Bulger is a financial advisor with Algorithmic Investment Models, holding Series 65 and Series 63 licenses and 21 years of industry experience. His prior roles include positions at Ceros Financial Services and Beaumont Financial Partners. Algorithmic Investment Models provides ETF-based portfolio management and model delivery to a diverse client base including investment advisers, broker-dealers, institutional channels, and high-net-worth individuals. The firm employs a quantitative, technology-driven investment process that integrates machine learning and behavioral finance across several proprietary systems.

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.

Bryan Landadio is a CFP® professional with 19 years of industry experience, currently serving at Personal CFO Solutions LLC since 2011. He holds Series 63, 65, and 66 licenses. Outside of his advisory work, he is a passive member of National Advisors Group, LLC, an insurance business. Personal CFO Solutions serves individuals, high-net-worth clients, and various institutional clients, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes longer-term investment allocations through mutual funds, ETFs, and independent managers, supported by an internal investment committee and ongoing account reviews.

Marc Davis is a CFA® charterholder with five years of industry experience. He has worked at Cary Street Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and Tradition Capital Management. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting to individuals, high-net-worth clients, and a variety of institutional clients. The firm combines quantitative asset-allocation models with fundamental security selection and manages portfolios on a discretionary basis across multiple advisory and wrap fee programs, including an actively managed proprietary ETF.

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.

Robert Epstein is a financial advisor at Access Wealth with 19 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2007. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm uses principles of Modern Portfolio Theory and an investment committee to construct diversified portfolios and evaluate third-party managers.