Irene Stolte is a financial advisor with Cornerstone Planning Group in Fairfield, NJ, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her career includes roles at Eagle Strategies, Horizon Wealth Strategies, and New York Life Insurance Company. Stolte serves as an educator at Rutherford Adult School and holds board positions with industry and nonprofit organizations, including the NAIFA New Jersey state board and Family Options, a nonprofit adoption agency. Cornerstone Planning Group provides comprehensive financial planning and discretionary portfolio management to individuals, businesses, and institutions. The firm combines fundamental analysis with low-cost, passive investment strategies and offers fiduciary consulting for retirement plans, operating as a fee-only, independent SEC-registered adviser.

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.

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.

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.

Jacob Boylan is a CFP® with eight years of industry experience, currently serving as an advisor at Condor Capital Wealth Management since 2016. He holds a Series 65 license and is based in Martinsville, NJ. Condor Capital Wealth Management serves individuals, including high-net-worth clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs with a range of strategies, including direct indexing and cryptocurrency exposure, supported by AI tools and human oversight, and operates across 17 offices.

Gerard Mcgeough is a financial advisor at Chatham Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chatham Wealth Management since 2017. His prior experience includes roles at O'Neil Securities, Incorporated, and William O'Neil + Company, each since 2016. Chatham Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm employs fundamental, technical, and cyclical analysis to build tailored portfolios and utilizes derivatives such as options and structured products in managed accounts.

Nicholas Sullivan is a CFP® professional with 12 years of experience in the financial industry. He is currently with KFA Private Wealth Group, LLC and has previously worked at Facet Wealth, PrairieView Partners, All Star Financial Inc, and Vanguard Advisers. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities by providing financial planning, portfolio management, retirement plan consulting, and wealth management. The firm uses goal-based portfolios with a strategic asset allocation approach that combines passive and active management and offers in-house tax preparation and accounting services.

James Russo is a financial advisor at Altrius Capital Management, Inc. in Jersey City, NJ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Altrius Capital Management since 2000. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment process to construct balanced portfolios and also serves as sub-adviser to the Altrius Global Dividend ETF.

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.

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.

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.

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.

Chelsea Ransom Cooper is a CFP® with eight years of industry experience, currently serving at Zenith Wealth Partners. Her prior roles include positions at Baker Avenue Asset Management LP and Ernst & Young. She is the founder of Women with Equity, an initiative focused on empowering women to build wealth through equity. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations with financial planning, portfolio management, and related services. The firm combines a long-term, risk-based asset allocation approach with diversified investments and ongoing portfolio monitoring.

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.

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.