Elizabeth Emr is a ChFC® and holds a Series 63 license, with 45 years of industry experience. She has worked at LPL Financial for 20 years and has been with Signature Wealth Management Partners, LLC and Purshe Kaplan Sterling Investments since 2018. Outside of advisory work, she is a member of Emr Management, LLC, which handles accounting and business expense management for her practice. Signature Wealth Management Partners, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm offers both stand-alone financial planning and comprehensive wealth management services, managing portfolios through a mix of fundamental, technical, and cyclical analysis across five risk-based strategies.

Cristhian Perez is a financial advisor with Corrado Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Bloomberg L.P., Cammack Retirement Group, and Cammack Larhette Brokerage, Inc. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment advisory services alongside financial planning and consulting. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies, supported by an affiliated professional network of CPAs, insurance agents, and legal counsel.

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.

Joseph Lanza is a financial advisor with Vision Retirement, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at LPL Financial and Sagepoint Financial. Outside of advising, he owns Juice Journey LLC, a business based in Edgewater, NJ. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients with integrated financial planning, fiduciary investment management, and retirement plan rollover guidance. The firm operates as a multi-adviser team, combining third-party portfolio strategists and technology-driven solutions with firm oversight and tax-aware investment tools.

Benjamin Stark is a financial advisor with Vision Retirement and holds a Series 66 designation. He has 10 years of industry experience, including roles at LPL Financial and Guardian Life. He is based in Ridgewood, NJ. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and fiduciary investment management. The firm combines third-party strategist models with advisor judgment to create tailored portfolios emphasizing global diversification, periodic rebalancing, and tax-aware techniques.

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.

Christine Cox is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and three years of industry experience. She has worked at Fortis Group Advisors and LPL Financial since 2022 and previously held roles at The Fortis Agency, West Capital Strategies, and Guardian Life Insurance Company. Cox serves as a board member of the RWJ Community Medical Center Foundation. Fortis Group Advisors LLC offers investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and tax-aware strategies.

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.

Richard Rowehl Jr. is a financial advisor at Revolve Wealth Partners, LLC in Hackensack, NJ, holding Series 63, 65, and 66 licenses with 30 years of industry experience. He previously worked at MMA Securities, LLC and Marsh McLennan Agency for nine years each. Outside of finance, he manages a family entertainment business providing DJ, karaoke, and trivia game services and serves as a trustee on the board of Moose Lodge #318, involved in charitable and community activities. Revolve Wealth Partners is a multi-team registered investment adviser serving individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm employs diversified, globally aware portfolio construction with an emphasis on tax sensitivity and periodic rebalancing, offering financial planning, investment management, and access to independent managers and alternative strategies.

Bindia Rosas is a financial advisor at Abner Herrman & Brock, LLC with seven years of industry experience. She holds a Series 66 designation and has been with the firm since 2017. Abner Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets across more than 2,100 client relationships, employing a top-down investment process that integrates fundamental, technical, cyclical, and quantitative analysis.

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.

Caryn Zweig is a financial advisor with Abner Herrman & Brock, LLC in Jersey City, NJ, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has been with Abner, Herrman & Brock since 1991. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services for individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets and employs a top-down investment approach combining fundamental, technical, cyclical, and quantitative analysis.

Susan Hunter is a CFP® professional at 5C Capital Management, LLC with 19 years of industry experience. She previously worked at Clark Dodge Asset Management, LLC for six years. 5C Capital Management provides customized financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm employs a fiduciary approach with discretionary portfolio management, combining quantitative analysis, fundamental and technical research, and tax-aware portfolio construction.

Austin Briggs is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Traphagen Financial Group and previously worked at LPL Financial and held roles at St. John's University and Geico. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis and offers integrated tax, accounting, and estate-planning services alongside investment advice.

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.

Kathryn Marsico is a Series 66-registered advisor with Traphagen Financial Group, bringing 22 years of industry experience. She has worked with Traphagen Investment Advisors since 1998 and is also involved with Traphagen & Traphagen CPAs, where she performs administrative duties and tax return preparation. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting to individuals, businesses, foundations, and trusts. The firm uses a combination of fundamental and technical analysis, managing discretionary model portfolios and integrating tax and accounting considerations through collaboration with credentialed professionals.

Eva Rullo is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 28 years of industry experience. She previously worked at Invest Financial Corporation for 10 years before joining Fortis Group Advisors and LPL Financial in 2018. Outside of her advisory work, she is a commissioned notary. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm creates diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with various plan services.