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Pasquale R

CFP®, Series 66

Cedar Knolls, NJ

New Horizons Wealth Management

Pasquale Recupido is a CFP® with six years of industry experience, currently serving as an advisor at New Horizons Wealth Management. He has previously worked at Bank of America and Merrill and is also active with TFS Securities, Inc. Outside of advisory work, he is involved as an insurance producer through TFS Insurance Agency. New Horizons Wealth Management is an SEC-registered firm that provides discretionary investment management and financial planning to a diverse client base, including middle-class households, high-net-worth individuals, multi-generational families, and businesses. The firm employs a portfolio management approach based on modern portfolio theory, integrating both active and passive funds alongside financial planning tailored to clients’ objectives and risk tolerance.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Tax strategies for small businesses
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Anthony D

CFP®, Series 65, Series 63

Fairfield, NJ

Cornerstone Planning Group

Anthony Depersio is a CFP® with 12 years of industry experience, currently serving at Cornerstone Planning Group in Fairfield, NJ. His prior experience includes roles at Eagle Strategies (NY Life) and NYLIFE Securities LLC. Outside of his advisory work, he volunteers as a recreational basketball coach. Cornerstone Planning Group serves individuals, businesses, and institutional clients with discretionary portfolio management and comprehensive financial planning. The firm emphasizes a disciplined investment process focused on low-cost, passive ETFs and mutual funds, and offers fiduciary consulting for retirement plans.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Ernest V

Series 65

Verona, NJ

Makrod Investment Associates Inc

Ernest Volkmann Jr. is a financial advisor at Makrod Investment Associates Inc with a Series 65 designation and one year of industry experience. His prior roles include positions at Longwave Management Solutions, Polarium Energy Solutions, and Panasonic Corporation. 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 focusing on equities, investment-grade fixed income, and cash/money market funds, operating primarily on a non-discretionary basis with tailored portfolio recommendations.

Wealth management Passive / index investing
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Lance D

ChFC®, Series 63

Mahwah, NJ

Drucker Wealth

Lance Drucker is a financial advisor at Drucker Wealth with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Drucker Wealth and Purshe Kaplan Sterling Investments, he worked for Hornor, Townsend & Kent, Inc. for 39 years. Drucker Wealth serves individuals, high-net-worth clients, mid-career professionals in technology and healthcare, and small business owners with financial planning and discretionary portfolio management. The firm employs fundamental, technical, and tactical analysis alongside behavioral finance to guide asset allocation and portfolio implementation, and utilizes sub-advisors and third-party managers as part of its investment approach.

Equity compensation tax strategy Tax-loss harvesting Wealth management General estate planning guidance Technology Professional Doctor or Medical Professional Founder/Business Owner HENRY (High Earners, Not Rich Yet) Young Families Mid-Career Professionals
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Vanessa J

Series 66

Westwood, NJ

Fortis Group Advisors LLC

Vanessa Johnson is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fortis Group Advisors LLC and LPL Financial, LLC since 2018 and previously worked at INVEST Financial Corporation and Marie Rampino. Fortis Group Advisors is a multi-advisor registered investment adviser that serves individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management, financial planning, and estate coordination, utilizing a combination of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Cary S

Morristown, NJ

Blackhill Capital, Inc

Cary Schwartz is a financial advisor at Blackhill Capital, Inc. with 13 years of industry experience. He has been with Blackhill Capital since 1988. 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 larger-cap, globally oriented companies and manages nearly $2 billion with a small advisory team.

Wealth management Executive
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Edward L

CFP®

Wayne, NJ

HIGHLAND Financial Advisors, LLC

Edward Leach is a CFP® professional with 13 years of industry experience, currently serving at HIGHLAND Financial Advisors, LLC since 2013. He previously worked briefly at Traphagen Financial Group in 2014. Outside of financial advising, he holds a New Jersey real estate license and works on a referral basis without dedicating regular hours to real estate activities. HIGHLAND Financial Advisors provides financial planning and investment advisory services to individuals, families, high-net-worth clients, and institutions. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and integrates tax-aware asset location and fundamental analysis in managing approximately $640 million in discretionary assets.

Divorce financial planning Wealth management Divorced Women Women Professionals
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Gerald B

CFP®, Series 65

Ridgewood, NJ

Maltin Wealth Management, Inc.

Gerald Brown is a CFP® and Series 65-licensed financial advisor at Maltin Wealth Management, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott and Ernst and Young LLP before joining Maltin Wealth Management in 2022. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm combines macroeconomic analysis with fundamental and technical security selection to build diversified portfolios, using mutual funds, ETFs, structured notes, options, and individual securities, and offers multi-generational planning and continuous client reviews.

Wealth management Income planning Options & derivatives strategies
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Kyle P

CFP®

Florham Park, NJ

Wiss Private Client Advisors, LLC

Kyle Presti is a CFP® professional with one year of experience in financial advising at Wiss Private Client Advisors, LLC. Prior to joining Wiss, he held multiple roles at PricewaterhouseCoopers, LLP over several years, interspersed with periods of full-time education. Wiss Private Client Advisors, LLC is a team of ten advisors managing approximately $1.2 billion for high-net-worth clients including individuals, families, trusts, and various organizations. The firm employs a combination of fundamental and technical analysis, offering tailored portfolio management across diverse asset classes and incorporating private placements and digital-asset investments for qualified clients.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)
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Gregory N

Series 63, Series 66

Morristown, NJ

Aurora Private Wealth, Inc.

Gregory Nardolillo is a financial advisor with Aurora Private Wealth, Inc. and holds Series 63 and Series 66 credentials. He has 33 years of industry experience and has worked with firms including Summit Financial, LLC and Feltz Wealthplan. Outside of advisory roles, he is owner of Nardolillo Wealth Advantage, Inc., a marketing and expense management business, and serves as a brand ambassador for a company promoting golf-related products. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning and investment management through a team of advisors using customized strategies and third-party platforms to serve a diverse client base.

Options & derivatives strategies Retirement income strategy Annuities Retirement plans for business owners (SEP, solo 401k)
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Joey C

CFP®

Wayne, NJ

HIGHLAND Financial Advisors, LLC

Joey Casolaro is a CFP® professional with six years of experience at HIGHLAND Financial Advisors, LLC. He previously worked at Moisand Fitzgerald Tamayo, LLC and Newbridge Securities Corporation. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm focuses on wealth and investment management using Modern Portfolio Theory and strategic asset allocation, employing diversified mutual funds and ETFs alongside fundamental analysis and third-party research.

Divorce financial planning Wealth management Divorced Women Women Professionals
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John M

CFP®, Series 63

Parsippany, NJ

Accretive Wealth Partners, LLC

John Moynihan is a CFP® with 24 years of experience in the financial industry. He has worked at Accretive Wealth Advisors LLC since 2026, following a 20-year tenure at Waterstone Wealth Advisors, LLC, and four years at Ameriprise. He is based in Parsippany, NJ, and holds a Series 63 license. Accretive Wealth Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis, internal due diligence, and regular client interaction to establish goals and risk tolerance.

Active portfolio management Tax-loss harvesting Options & derivatives strategies
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John B

CFP®, Series 66

Totowa, NJ

CFS Investment Advisory Services LLC

John Bartlett is a CFP® with 13 years of industry experience, currently serving at CFS Investment Advisory Services LLC since 2012. He previously worked at Cambridge Investment Research, Inc. Bartlett volunteers as a coach at Animal CrossFit in Lyndhurst, NJ, and owns Harrisons Bagel Shop in Harrison, NJ. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and employs a tailored investment approach using mutual funds, ETFs, individual securities, and Independent Managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Wealth management Founder/Business Owner Retired
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Eric F

CFP®, CFA®, Series 65

Parsippany, NJ

Accretive Wealth Partners, LLC

Eric Furey is a CFP®, CFA®, and Series 65 registered advisor with 16 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously at Regent Atlantic for ten years. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to a diverse client base including individuals, trusts, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, stocks, bonds, and options.

Active portfolio management Tax-loss harvesting Options & derivatives strategies
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Austin S

Series 66

Westwood, NJ

Fortis Group Advisors LLC

Austin Sweerus is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Fortis Group Advisors and LPL Financial since 2018 and previously spent seven years at INVEST Financial Corp. Outside of his advisory role, he is involved with Christopher Edwards Financial Associates LLP, an investment-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach, utilizing risk-profiling technology and third-party manager evaluations to tailor portfolios and financial plans.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Kenneth B

Series 66

Rochelle Park, NJ

Signature Wealth Management Partners, LLC

Kenneth Botwinick is a Series 66 licensed financial advisor at Signature Wealth Management Partners, LLC with 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Linsco/Private Ledger Corp., and has been associated with Botwinick & Company, LLC since 1997, where he serves as a Certified Public Accountant and partner. His non-investment activities include accounting, audit, tax services, and consulting on business financing strategies. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a range of securities and employs a blend of fundamental, technical, and cyclical analysis with periodic rebalancing.

Wealth management General estate planning guidance
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Steven L

Series 65

Hackensack, NJ

Emissary Wealth

Steven Longa is a financial advisor at Emissary Wealth with a Series 65 credential and three years of industry experience. Prior to joining Emissary Wealth, he was involved with the National Football League and owns and consults for SLL Transport LLC, a transportation business, as well as SL-Village LLC, a property management company. He has served on the Rutgers Business Board of Advisors since 2026. Emissary Wealth provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, business entities, and pension plans. The firm employs a long-term, goal-based investment approach and serves as investment adviser to a private fund while offering a range of comprehensive planning services.

Business exit / sale strategy Retirement income strategy Real estate investing Active portfolio management
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Stephen K

Series 63, Series 66

Westwood, NJ

Fortis Group Advisors LLC

Stephen Kuchinski is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has previously worked with LPL Financial, MML Investors Services, and MassMutual. Kuchinski is also associated with The Fortis Agency, an insurance-related business. Fortis Group Advisors LLC provides 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 integrating tax-aware considerations in its investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Fahmin F

CFP®

Parsippany, NJ

Zenith Wealth Partners

Fahmin Fardous is a CFP® professional at Zenith Wealth Partners with three years of industry experience. His prior roles include positions at securities and banking firms, including over a decade at PNC Bank. Outside of advisory work, he is involved in managing an investment property. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations with financial planning, portfolio management, and consulting services. The firm’s investment approach emphasizes low-cost, diversified index exposures combined with selective active management and ongoing portfolio monitoring through a documented Investment Policy Statement.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Values-based investing
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Tyler A

Series 63, Series 65

Fairfield, NJ

Cornerstone Planning Group

Tyler Allen is a financial advisor with Cornerstone Planning Group in Fairfield, NJ, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Cornerstone in 2022, he worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company from 2018 to 2022. Outside of financial advising, he tutors at the Huntingdon Learning Center. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to a diverse client base including individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs, and offers specialized ERISA fiduciary consulting services for plan sponsors.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning Wealth management Cash flow / budgeting Founder/Business Owner Executive
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