Marco Lima is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at MRA Advisory Group since 2017, following prior roles at Niagara International Capital Limited and Ameriprise Financial Services. In addition to his advisory duties, he is involved with MRA Capital Partners, a private equity hedge fund, and owns related management and tax service entities. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, including portfolio management, retirement planning, insurance placement, and tax preparation through an affiliated CPA practice. The firm serves retail and high-net-worth clients, offering risk-based model portfolios and customized solutions that may include alternative investments and private equity.

Michael Lamagna is a financial advisor with Traphagen Financial Group, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2019 and at E*TRADE Capital Management and E*TRADE Securities since 2015. 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.

Anastasios Adam is a financial advisor at Papamarkou Wellner Perkin Advisors with 14 years of industry experience. He holds a Series 63 designation and has worked at Papamarkou Wellner & Company, Inc. and Papamarkou Wellner Asset Management Inc. since 2020, following prior roles at Optima Asset Management LLC and Optima Fund Management LLC. He serves as a board member of Alpha Trust Andromeda Investment Trust SA, a closed-ended mutual fund based in Athens, Greece, where he focuses on portfolio management, audit, and business strategy. Papamarkou Wellner Perkin Advisors primarily manages pooled vehicles and institutional assets while also providing discretionary investment management and consulting services to high-net-worth individuals, family offices, and various nonprofit and corporate clients. The firm employs a combination of proprietary analytical modeling and bottom-up equity research alongside a multi-manager approach, with an Investment Committee overseeing manager selection and monitoring.

Robert Mehlin is a financial advisor at Key Client Fiduciary Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coastal Investment Advisors, Coastal Equities, and Wells Fargo Advisors Financial Network. Mehlin is the sole member of Ryan Gregory Securities, LLC, where he performs payroll and bill paying duties without compensation. 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 offers financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis and client-specific investment policies to construct and monitor portfolios.

Ting Wang is a CFP® professional with one year of industry experience, currently serving at Altfest Personal Wealth Management. Prior to joining Altfest, Wang worked at SLP Wealth and held roles at Boston University, Student Loan Planner, and Avenues The World School. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles for a diverse client base including individuals, retirement plans, and private funds. The firm employs individualized investment policies, ongoing monitoring, and portfolio rebalancing, and offers fiduciary services and participant education for retirement-plan clients.

Joao Viscardo is a financial advisor with Ameraudi Asset Management, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Ameraudi Investment Services LLC, Bolton Global Capital/Interaudi Bank, and Raymond James Financial Services. Ameraudi Asset Management provides portfolio management and asset-allocation services primarily to high-net-worth individuals, corporations, and trusts, utilizing a macroeconomic investment approach centered on diversified ETFs and both discretionary and non-discretionary strategies.

John O'Donnell is a financial advisor at Makrod Investment Associates Inc with 13 years of industry experience. He works within a two-advisor team based in Verona, NJ. 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, operating primarily on a non-discretionary basis with semi-annual portfolio reviews.

Philip Abdo is a financial advisor at Ameraudi Asset Management, Inc. in New York, NY, holding a Series 65 designation. He has one year of industry experience, including prior work at Interaudi Bank. Ameraudi Asset Management provides portfolio management and asset allocation services primarily to high-net-worth individuals, corporations, and trusts, focusing on exchange-traded funds and utilizing a macroeconomic approach to asset allocation. The firm operates both discretionary and non-discretionary programs and is affiliated with Interaudi Bank.

Richard Flora is a financial advisor with Key Client Fiduciary Advisors, LLC, holding a Series 63 designation and 40 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Realta Equities, Inc. Flora is also a co-owner of Key Client Financial Advisors LLC, where he subleases office space. 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 offers financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis to construct client-specific portfolios with ongoing monitoring and quarterly reviews.

Thomas Bell is a financial advisor at Signature Wealth Management Partners, LLC with 17 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Purshe Kaplan Sterling Investments. From 2016 to 2024, he was self-employed. Signature Wealth Management Partners, LLC provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm offers both stand-alone financial planning and comprehensive wealth management with discretionary and non-discretionary portfolio management, employing customized and model-based portfolios across multiple risk strategies.

Pablo Jimenez is an investment advisor at Ameraudi Asset Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameraudi Asset Management since 2018, with prior experience at Raymond James Financial Services and Bolton Global Capital/Interaudi Bank. Ameraudi Asset Management serves primarily high-net-worth individuals, corporations, and trusts with both discretionary and non-discretionary portfolios, employing a macro, asset-allocation approach that uses diversified exposures through index ETFs and other securities. The firm is a wholly owned subsidiary of Interaudi Bank and manages approximately $1.74 billion in client assets.

Alexander Paszkiewicz is a financial advisor with CFS Investment Advisory Services LLC, holding a Series 65 license and six years of industry experience. Prior to joining CFS in 2020, he worked at Professional Title Associates, Inc. and has experience in diverse roles including tennis instruction. He serves as a board member of Ability School, a private educational institution for children ages 3 to 13. CFS Investment Advisory Services LLC provides financial planning, consulting, and investment management for individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes portfolios using mutual funds, ETFs, individual securities, and Independent Managers, while offering both discretionary and non-discretionary services.

Lin Shiow is a financial advisor at Stratton Capital Investment Advisory LLC and holds a Series 65 designation. She has been with Stratton Capital since 2021 and has experience investing in startups as part of an angel investor group. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets for individuals, high-net-worth clients, trusts, and estates, including a significant number of non-U.S. clients. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and other securities, employing fundamental analysis and ongoing monitoring to align with client objectives and risk tolerance.

Jill Ganey is a financial advisor at Strategic Wealth Management Group with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previous experience at Sidoti and Cantor Fitzgerald. Strategic Wealth Management Group provides investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs customized asset allocation strategies using fundamental, technical, and modern portfolio theory analyses and manages over $830 million in client assets.

Luciano Betman is a financial advisor at Green Ridge Wealth Planning LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Loyola University Maryland and Oratory Preparatory School. Betman also holds a New Jersey Real Estate Referral License. Green Ridge Wealth Planning LLC manages discretionary portfolios and provides financial planning and pension consulting services to both individual clients and pension plans. The firm primarily invests in exchange-traded funds and employs model portfolios with ongoing monitoring and rebalancing.

Jerold Francus is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Jeffrey Matthews Financial Group LLC since 2015. Outside of his advisory role, Francus works part-time as a ski and snowboard instructor at Keystone Resort with Vail Resorts. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a team of 16 advisors and offers portfolio management through in-house wrap fee programs, referrals to independent money managers, customized financial planning, and educational seminars, managing approximately $127 million in assets across about 347 client relationships.

Jake Steinberg is a CFP® with five years of industry experience, currently serving as a financial advisor at Revolve Wealth Partners, LLC. He has been with Revolve Wealth Partners since 2019. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, independent third-party managers, and private placement investments, focusing on growth and value integration, global diversification, rebalancing, and tax sensitivity.

Frank Manziano is a CFA® charterholder with nine years of industry experience, currently serving at SimplyRIA Advisor Network. He has been with SimplyRIA since 2026 and also operates Frank the Financial Coach LLC. Manziano has experience in education, having worked with the Tenafly and Glen Rock Boards of Education for a combined 13 years. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through an RIA-aggregator model where supervised Investment Adviser Representatives manage independent practices under the firm’s oversight. The firm’s approach includes tailored portfolios that utilize both active and passive strategies, third-party sub-advisers, and alternative investments.

William Fraley is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Mobile, Alabama. He holds the Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and BB&T Investment Services. Jeffrey Matthews Wealth Management serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a variety of investment strategies, offering both discretionary and non-discretionary account options, and provides portfolio management, independent money manager referrals, customized financial planning, and educational seminars.

Thomas Birrittella is a CFP® professional with 19 years of experience in financial advising. He has worked at Wiss Private Client Advisors, LLC since 2022 and previously held roles at EisnerAmper Wealth Advisors LLC and Hillcrest Wealth Advisors - NY, LLC. He is currently part of a team at Wiss Private Client Advisors, LLC, based in Florham Park, NJ. Wiss Private Client Advisors, LLC is a team of ten advisors managing approximately $1.2 billion for 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, utilizing a diverse range of investment vehicles tailored to client risk tolerance, liquidity needs, and time horizon.