Thomas Alonso is a CFA® charterholder and holds a Series 63 license, with three years of experience in the financial industry. He currently works at Hallmark Capital Management, part of Valley Wealth Managers, Inc., and has previous experience at Refinitiv, Foresters Financial, and Prospect Capital Corp. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with an investment process that incorporates client-specific guidelines and a proprietary Valuation Analysis.

Robert Kolyer Jr. is a financial advisor with Seabridge Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. Before joining Seabridge, he spent over two decades at the Howard Hughes Medical Institute. He serves on the Financial Investments Strategy Committee of Capital Guidance and volunteers on the investment committee of Spike Ventures, providing advisory input on investment strategies. Seabridge Investment Advisors serves a diverse client base including individual, institutional, and tax-exempt clients. The firm manages global equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser for other investment advisers, distinguishing itself through its work with institutional and foreign fund clients.

William Traphagen is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has five years of industry experience. He has a ten-year affiliation with Loyola University. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm uses both fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Matthew Grosser is a financial advisor with Valley Wealth Managers, Inc. He holds a Series 65 designation and has 10 years of industry experience. He has been with Hallmark Capital Management since 2012. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs that utilize a proprietary valuation analysis and tactical asset allocation.

Edward Reaven is a financial advisor with Aurora Private Wealth, Inc. in Totowa, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Artisan Advisors since 2016. Outside of his advisory role, he is involved in selling collectibles online during weekends. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management through a team of 18 advisors managing approximately $374 million in assets, utilizing individualized investment policies, model portfolios, and independent managers.

Jamie Cox is a financial advisor at New Horizons Wealth Management with one year of industry experience. He holds the Series 65 credential and has worked with firms including Begnaud Wealth Management Group of Janney Montgomery Scott and Tfs Securities Inc. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients across income levels, multi-generational families, and businesses. The firm employs a portfolio management approach grounded in modern portfolio theory, integrating active and passive funds with financial planning tailored to clients’ objectives and risk tolerances.

Benedict Schlatter is a financial advisor at Makrod Investment Associates Inc with 12 years of industry experience. He holds a Series 65 credential and has been with Makrod Investment Associates since 2011. 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 focused on equities, investment-grade fixed income, and cash/money market funds, managing approximately $803.7 million on a primarily non-discretionary basis.

Alison Cogan is a financial advisor at MRA Advisory Group with 10 years of industry experience. She holds a Series 66 credential and has worked previously at Ameriprise Financial Services, Inc. and Niagara International Capital Limited. Outside of her advisory role, she owns a tax preparation firm, CoganWorks, and serves as treasurer for several local organizations, including a church, an education foundation, and the League of Women Voters of Morristown Area, as well as being a member of the Parsippany-Troy Hills Board of Education. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving retail and high-net-worth clients with portfolio management, retirement planning, tax preparation, and insurance placement. The firm employs risk-based model portfolios reviewed by an Investment Committee and offers specialized services such as Biblically Responsible Investing and access to alternative investments.

Reese Little is a financial advisor at Key Client Fiduciary Advisors, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Chase Bank and JP Morgan Securities. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis to construct portfolios tailored to each client’s objectives and risk tolerance.

Reynold Musell is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Jeffrey Matthews Wealth Management, he worked at RBC Capital Markets, LLC for 14 years. He has a 5% ownership interest in Mullen Farms LP, a family business in Iowa City, Iowa. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm manages approximately $127 million in assets across about 347 client relationships, offering portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars.

John Francisco is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 license and eight years of industry experience. He has worked at firms including LPL Financial, LLC and Fidelity Brokerage Services LLC. Outside of his advisory work, he operates an e-commerce business selling clothing online. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a comprehensive investment approach that integrates fundamental and technical analysis, strategic asset allocation, and manager selection, with an emphasis on institutional due diligence and tax-aware decisions.

Giro Maddaluna is a financial advisor at Cornerstone Planning Group with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LUNA Financial Group, BM Financial Group, Eagle Strategies LLC, and New York Life. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs tailored to client objectives and risk tolerance.

Erika Moromisato is an advisor at Brooklyn FI, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms including Connective Wealth Partners, LLC and The Financial Gym. Her prior work includes a decade at Risk Placement Services, Inc. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and aggregates held-away assets into client portfolios.

Jaysen Bohrod is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Pegasus Asset Management Inc. since 2022 and previously was with Charles Schwab for five years. Pegasus Asset Management provides discretionary investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, business entities, and other investment advisers. The firm develops personalized investment objectives and allocates assets across equities, fixed income, mutual funds, and ETFs, employing model portfolios that range from Conservative to Growth, and utilizes options strategies primarily for income generation or hedging.

Carmine Coppola is a financial advisor at Cornerstone Planning Group with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Strata Capital Group, NYlife Securities, Eagle Strategies, and New York Life Insurance. He also operates a business under the name Strata Capital Group that brokers non-registered insurance products. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutional clients. The firm emphasizes fee-only fiduciary services, using written investment policy statements and generally favoring passive investment strategies tailored to client objectives and risk tolerance.

Joseph Vanacore is a financial advisor at Fortis Group Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has worked with firms including LPL Financial and MassMutual Life Insurance Company. Outside of advisory roles, he is involved with IDS Autoshred, a family-owned business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management, financial planning, and ERISA plan services, using risk-profiling technology and tax-aware strategies to tailor client portfolios.

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.

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 at Transcend Capital Advisors, LLC with three years of industry experience. He holds the Series 66 and Series 65 credentials. Prior to joining Transcend, he worked at Arax Advisory Partners, Corient, Geller Advisors, Fiduciary Trust Company International, and Abbott Downing, a Wells Fargo Business. Transcend Capital Advisors, LLC manages approximately $2.9 billion for individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers holistic financial planning, portfolio management, retirement-plan advisory, and a sponsored wrap fee program, emphasizing long-term diversified asset allocation and oversight of both marketable and non-marketable investments.

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.