Mark Weisholtz is a financial advisor at Access Wealth with 19 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2006. In addition to his advisory role, he has operated Mark Weisholtz CPA since 1982. Access Wealth serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management and comprehensive financial planning, employing Modern Portfolio Theory and an investment committee to guide diversified investment strategies.

Dorota Warchol is a financial advisor at Virtus Wealth Solutions with 30 years of industry experience. She holds the ChFC® designation along with Series 63 and 65 licenses. Her prior experience includes roles at MetLife Securities Inc., Metropolitan Life Insurance Company, Mass Mutual Investors Services, and Commonwealth Financial Network. Warchol serves on the boards of the nonprofit organizations Blue Parasol Home Care and PSC Community Services. Virtus Wealth Solutions provides financial planning and asset management to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and access to a broad range of investment products, utilizing both third-party platforms and in-house strategies.

Gary Ribe is a CFP®, CFA®, and holds a Series 66 license with 17 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously at MACRO Consulting Group from 2015 to 2018. He serves on an oversight board for a company currently in the process of liquidating. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, charitable organizations, corporations, estates, and financial institutions. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers a Client Alignment Program that passes economies of scale back to clients through fee waivers.

Edward Swikart III is a CFP® professional with 44 years of industry experience, currently with CFS Investment Advisory Services LLC since 2018 and previously with the firm from 1995 to 2018. His background includes positions at EF Legacy Securities, LLC and Edelman Financial Services, LLC. He serves as an officer for Friends of Penn Sailing, a volunteer organization that raises funds for Penn Sailing’s varsity team. CFS Investment Advisory Services, LLC provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $2.73 billion in assets and employs a tailored, multi-asset approach with ongoing monitoring and review processes for its clients.

Peter Mcrae is a CFP®-certified financial advisor with 21 years of industry experience, currently serving at McRae Capital Management Inc. since 2004. He holds Series 63 and Series 65 licenses and works from Morristown, NJ as part of a five-advisor team. McRae Capital Management provides discretionary investment management and financial planning services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamental, long-term investment approach with tailored asset allocation and offers financial planning through CFP-qualified professionals at no additional charge.

Charles Bailey is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B Riley from 2015 to 2018. Outside of his advisory role, he is a passive investor in a manufacturing business focused on wind turbines. Jeffrey Matthews Wealth Management serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients through a team of approximately 16 advisors. The firm offers portfolio management, financial planning, and educational seminars, employing both discretionary and non-discretionary account strategies.

Barjes Angulo is a financial advisor at Cornerstone Planning Group with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cornerstone in 2022, Angulo worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. He also operates Angulo Strategies LLC, through which he sells insurance products and services. 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, emphasizes passive investment strategies using low-cost mutual funds and ETFs, and offers specialized ERISA fiduciary consulting for plan sponsors.

Michael Leanza is a CFP® with 32 years of industry experience, currently serving at The GenWealth Group, Inc. since 2010. He previously worked at LPL Financial and Purshe Kaplan Sterling Investments. Leanza is also a licensed independent insurance agent involved in fixed insurance sales. 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, employs socially responsible investing screens, and offers both long- and short-term strategies with regular account reviews.

John Bello is a financial advisor with Aurora Private Wealth, Inc., holding a Series 63 designation and 38 years of industry experience. He has worked with Comprehensive Capital Management and APW Capital, Inc. for over two decades. Bello is also an independent insurance agent specializing in life and long-term care insurance. Aurora Private Wealth, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations by providing financial planning, consulting, and investment management through a team of 18 advisors managing approximately $374 million in assets. The firm employs a range of investment strategies and platforms tailored to client needs.

Ethan Kupfer is a financial advisor at Cornerstone Planning Group with a Series 66 credential and one year of industry experience. His prior work includes roles at Capri Holdings Limited and a variety of positions during his education at James Madison University. Cornerstone Planning Group serves individuals, businesses, retirement plans, foundations, trusts, and estates with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a fee-only, independent model with a preference for low-cost, passive ETFs and mutual funds, and offers ERISA fiduciary consulting for retirement plans.

John Petrella is a financial advisor with Access Wealth in Totowa, NJ, holding a Series 66 designation and 12 years of industry experience. He has been with Access Wealth Planning, LLC since 2013 and is also associated with Tuthill and Merker, LLC, and Morris Merker & Co, LLC. Access Wealth serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to build diversified models and evaluate third-party managers.

Kristopher Jones is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Condor Capital Wealth Management since 2023. Prior to joining Condor, he was involved in property management and a payment services business. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing portfolio management, financial planning, and pension consulting services. The firm employs a fee-only investment approach utilizing various asset types, including equities, fixed income, ETFs, and private funds, and incorporates AI tools to support advisor analysis while maintaining human oversight.

Dov Fobar is a financial advisor with Comprehensive Capital Management, Inc. in Jersey City, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at APW Capital, Inc. since 2014 and has been self-employed since 2005. Outside of his advisory role, he provides general management consulting and insurance services through his own business. Comprehensive Capital Management, Inc. offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm employs a combination of strategic and tactical asset-allocation approaches and provides discretionary and non-discretionary portfolio management, model portfolio programs, third-party money manager selection, and retirement plan consulting.

Linda Wang is a Series 65-licensed financial advisor at Condor Capital Wealth Management with three years of industry experience. She has been with Condor Capital since 2023 and previously held roles at Rutgers University and Highland Park High School. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting. The firm employs a fee-only investment approach using diverse strategies, including direct indexing and AI-assisted analysis, across its 17-office multi-location structure.

Daniel O'rourke is a financial advisor at Archford Capital Strategies, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Archford, he was affiliated with the University of South Carolina and Indiana University. Archford Capital Strategies serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm provides investment management, financial planning, and retirement plan advisory services, employing a customized, long-term asset-allocation approach using a variety of investment vehicles and specialized client offerings.

Gina Stormont is a financial advisor at Cornerstone Planning Group with 22 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at New York Life, Eagle Strategies, and operating her own firm, Stormont Financial Strategies. She serves as a volunteer community leader for the Million Dollar Round Table (MDRT), acting as a communications liaison for educational initiatives. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs while tailoring portfolios to client goals and risk tolerance.

John Parisi Sr. is a financial advisor with Parisi Gray Wealth Management, LLC in Mendham, NJ, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Merrill and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also a licensed insurance agent offering fixed and life insurance solutions. Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach utilizing fundamental, technical, and cyclical analysis, with portfolios that may include mutual funds, ETFs, individual securities, options, and derivatives.

Jason Ross is a financial advisor at Atwood Financial Planning LLC with seven years of industry experience. He holds a Series 65 designation and has been with Atwood Financial Planning since 2019. In addition to his advisory role, he works full-time as Manager of Financial Analysis and Business Intelligence at Xaxis. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, offering comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment approach, and non-discretionary portfolio management with client-approved trade execution.

Marybeth Garry is a financial advisor at Woodstock Wealth Management, Inc. in Springfield, NJ, holding Series 63 and Series 65 licenses with 40 years of industry experience. She has been with Woodstock Financial Group, Inc. since 2011. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to the SPDR S&P 500 ETF.

Lyle Hatch is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. Prior to joining his current firm, he worked at The GMS Group, LLC for 16 years. He serves as a board member on the Hawthorne, NJ zoning board. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plan participants, trusts, and charitable institutions. The firm offers various portfolio management strategies and financial planning options, including wrap-fee programs and money-manager referrals.