Nicholas Sullivan is a CFP® with 11 years of industry experience. He is currently with KFA Private Wealth Group, LLC and has previously worked at Facet Wealth, PrairieView Partners, and All Star Financial. KFA Private Wealth Group serves individuals, trusts, estates, employer retirement plans, and business entities, offering financial planning, retirement plan consulting, investment management, and integrated tax preparation and accounting services. The firm uses goal-based strategic asset allocation with a combination of passive and active management and operates a wrap fee program designed to reduce transaction costs.

Richard Zeitz is a financial advisor at Bravias Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alphastar Capital Management, LLC, as well as Bravias Financial and Bravias Capital Group since 2008. He is also appointed with various outside insurance carriers for brokering non-registered insurance products. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm employs a risk-based model portfolio approach that includes mutual funds, ETFs, and individual securities across diverse asset classes.

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.

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.

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.

Frederick Ziwot is a financial advisor with Carapace Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Financial Northeastern Securities, Merrion Investment Management Co., and Merrion Securities. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services to high-net-worth and institutional clients. The firm uses a proprietary quantitative approach combining collateral portfolios with exchange-listed options to manage downside risk while offering upside participation or enhanced income.

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.

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.

Thomas Shepherd is an advisor with Investment Partners Asset Management in Metuchen, NJ, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with Investment Partners Asset Management since 2008 and previously worked at T.R. Winston & Company, LLC for 13 years. Shepherd is also involved with Investment Partners Group and its subsidiaries, a holding company engaged in investment advice and consulting. Investment Partners Asset Management is a SEC-registered advisory firm serving individuals, trusts, estates, business entities, and pension or profit-sharing plans. The firm manages approximately $333 million in client assets and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and structured products, with a generally value-oriented approach.

Georges Boyer is a financial advisor with Wellington Shields & Co., LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wellington Shields since 2009 and previously spent 12 years at H. G. Wellington & Co., Inc. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management services to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, and both long- and short-term investment strategies, offering multiple execution and servicing options through its dual registration as an investment adviser and broker-dealer.

Anthony Lupo is a CFP® professional with four years of industry experience, currently serving at Tilson Financial Group Inc in New Providence, NJ. He has been with Tilson Financial Group since 2010, contributing to a team of eight advisors. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, multi-asset class portfolios primarily constructed with mutual funds and ETFs, with asset allocation, diversification, and rebalancing as core elements.

Adrian Morffi is a CFA® charterholder with nine years of industry experience, currently serving at Seabridge Investment Advisors LLC. He has been with Seabridge since 2011. Seabridge Investment Advisors LLC 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 manages global, equity-focused portfolios across various strategies and also serves other advisers as a discretionary sub-adviser.

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.

Daniel O’halloran is a CFP® with three years of industry experience, currently serving as a financial advisor at The GenWealth Group, Inc. He previously worked at Emissary Wealth, Martlet Creative, Rodale Inc., and Robot Fondue. In addition to his advisory role, he is a licensed insurance agent specializing in accident, health, and life insurance. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and an automated ETF-based investment program through a Schwab platform. The firm emphasizes tailored advice, incorporates ESG criteria in its investment decisions, and offers tax-aware features alongside regular account reviews.

John Farrell is a CFA® charterholder at Cary Street Partners Asset Management with four years of industry experience. His prior roles include positions within Cary Street Partners Investment Advisory LLC and Independence Constructors, as well as time spent as a student at Bates College. Cary Street Partners Asset Management provides discretionary portfolio management and non-discretionary investment consulting primarily through other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm employs both quantitative and qualitative investment approaches and manages various strategies including model portfolios, separate accounts, and a proprietary tactical sector ETF.

Daniel Connolly is a financial advisor at Covenant Asset Management, LLC with 13 years of industry experience. He has worked at Covenant Asset Management since 2013 and has prior experience with Park Avenue Securities, Guardian Life Insurance Company, and Pagano, Connolly & Co. He also owns a tax preparation and accounting services business. Covenant Asset Management is an SEC-registered advisory firm managing approximately $692.6 million for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a growth-at-a-reasonable-price and thematic equity approach, with a focus on tax efficiency, low turnover, and the use of option strategies for risk management and income generation.

Matthew Battipaglia is a financial advisor at Washington Crossing Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Stifel from 2011 to 2017. Outside of finance, he is a general partner in Mac's Tavern, a bar and restaurant in Philadelphia. Washington Crossing Advisors LLC provides discretionary investment management to individuals, trusts, and third-party platforms, offering strategies that include value-driven and rising-dividend equities, laddered corporate bond portfolios, and ETF-based tactical asset allocation. The firm serves over 3,000 client accounts and manages more than $2 billion in assets.

Daniel Divizio is a CFP® and Series 65 credentialed advisor at Signet Financial Management, LLC with 11 years of industry experience. He has worked at Signet Financial Management since 2015 and more recently at Summit Financial, LLC. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary wealth management, portfolio management, financial planning, and advisory services. The firm employs a disciplined, evidence-based investment approach that combines fundamental and quantitative analysis, utilizing diversified portfolios with options for tactical rebalancing and third-party manager integrations.

Matthew Giberti is a financial advisor at Wiss Private Client Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at PNC Wealth Management and Clearstead Advisors. His background includes nearly a decade in full-time education. Wiss Private Client Advisors is a ten-advisor team managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, and institutional clients. The firm employs a combination of fundamental and technical analysis, offers discretionary portfolio management, and integrates private placements and digital-asset investments into its tailored wealth management strategies.

Marcella Finkel is a financial advisor at Blackhill Capital, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses with five years of industry experience. She has been with Blackhill Capital since 2018 and previously worked at CO9 Design. 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 large-cap, globally oriented companies with an emphasis on after-tax long-term appreciation and low turnover.