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.

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.

Joseph Varvara is a financial advisor with Atcap Partners, LLC, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at National Securities Corp, National Asset Management, and Ceros Financial Services. Varvara is also the owner of a consulting firm used solely for accounting and tax purposes. Atcap Partners provides investment management and financial planning services to individual clients as well as pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and third-party managers.

Jeffrey Halpert is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with The Jeffrey Matthews Financial Group, L.L.C. since 1996. Outside of advisory services, he is an independent insurance agent and may receive referral compensation from a real estate advisory firm. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm offers portfolio management programs with buy-and-hold and active trading strategies, and clients may choose discretionary or non-discretionary account management.

Alan Reef is a financial advisor with Cary Street Partners Asset Management, holding a Series 65 designation and six years of industry experience. He previously worked at Tradition Asset Management for seven years before joining Cary Street Partners in 2020. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting primarily through other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm utilizes both quantitative and qualitative investment frameworks and manages a range of strategies including model portfolios, separate accounts, and an actively managed ETF.

Sean Cole is a financial advisor at Green Ridge Wealth Planning LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Amerisave Mortgage Corporation. Sean also spent time conducting extensive research before joining his current firm. Green Ridge Wealth Planning LLC provides discretionary portfolio management, standalone financial planning, and pension consulting to individual clients and pension and profit-sharing plans. The firm manages approximately $383.8 million in discretionary assets, primarily advising on exchange-traded funds, stocks, bonds, and mutual funds through firm-developed model portfolios and discretionary authority.

Jeffrey Hanson is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Breakwater Capital Group since 2022 and previously spent 22 years at Fidelity Investments. Breakwater Capital Group provides investment advisory and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using fundamental analysis and employs active strategies such as margin and options, tailoring allocations to client objectives and risk tolerance.

Thomas Paluck is a financial advisor with TSP Capital Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with TSP Capital Management Group since 2004. Outside of his advisory role, he serves on the boards of several non-profit charitable institutions and participates in an investment club. TSP Capital Management Group provides discretionary and non-discretionary investment management services to individuals, trusts, estates, pension and profit-sharing plans, business entities, charitable organizations, and an investment club. The firm focuses on portfolio management, employing a mix of fundamental and technical analysis to tailor portfolios to client objectives, income needs, and tax considerations.

Samuel Alleyne is a financial advisor with Colomb Investment Management Company, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior work includes roles at Foundations Investment Advisors LLC, Horter Investment Management, Intrinsic Wealth Strategies, Inc., and The College Funding Academy, LLC. Outside of his advisory work, he provides debt counseling services through Debt Free for Life. Colomb Investment Management Company, LLC offers personalized, fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and small businesses. The firm utilizes long-term strategic portfolios based on Modern Portfolio Theory and factor models, often delegating investment implementation to third-party managers under co-advisory arrangements.

Stephen Tuttle is a financial advisor at Signet Financial Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Signet since 2001, also working at Summit Financial, LLC since 2026. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, retirement-plan advisory, and sub-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 combination of fundamental and quantitative analysis to construct diversified portfolios using mutual funds, ETFs, individual equities, fixed-income securities, options overlays, independent managers, and private funds.

David Netkin is a financial advisor at Woodstock Wealth Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodstock Wealth Management since 2018 and at St. Bernard Financial Services since 2021. He also operates a branch office for Woodstock Wealth Management through Edgewood Financial Group, Inc. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored strategies with a distinctive performance-based fee program.

Martin Herrmann is a financial advisor with NobleBridge Wealth, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at several firms including The Cash Edge, where he is president of a separate non-investment business focused on mergers and acquisitions of advisors. NobleBridge Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting services to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm uses a combined fundamental, technical, and quantitative investment approach, offering multiple strategies and model portfolios implemented in-house and through third-party managers.

Michael Garrett is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with WJL Financial Advisors since 2024 and previously operated under his own name from 2001 to 2024. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates, providing comprehensive financial planning, portfolio guidance, tax planning, and tax preparation. The firm uses an academic-based investment approach focused on low-cost, passively managed mutual funds and ETFs, and emphasizes client approval before trade execution.

William Keefe is a financial advisor at McRae Capital Management Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with McRae Capital Management since 2016. Keefe serves as a director on the board of Old Point Financial Corporation, a community bank holding company, where he participates in management oversight and governance. McRae Capital Management provides discretionary investment management and financial planning for individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis and a long-term approach to high-quality securities, employing tailored strategies that consider income needs, tax factors, and risk profiles.

Kevin Worley is a CFP® professional with four years of industry experience, currently serving at The GenWealth Group, Inc. He has been with the firm since 2019 and also holds a license as an independent insurance agent. The GenWealth Group, Inc. manages discretionary portfolios and provides financial planning and automated investment programs primarily for individual and high-net-worth clients. The firm employs an ETF-based approach that incorporates ESG screening and tactical allocations, leveraging Schwab’s institutional platform and third-party tools to deliver comprehensive portfolio management and client services.

Darren Zagarola is a CFP® with 19 years of industry experience, currently serving at EKS Associates in Princeton, NJ. He has been involved with Dhh Advisors, LLC since 2013 and Access Wealth Planning, LLC since 2006, where he works as an investment advisor and financial planner. EKS Associates primarily serves high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and other entities, managing approximately $300 million in client assets. The firm employs a long-term, asset-allocation focused investment approach with a preference for mutual funds and ETFs, providing non-discretionary investment management and individualized financial planning.