Tara Recupido is a financial advisor at New Horizons Wealth Management with 23 years of industry experience. She holds a Series 66 license and has been with New Horizons in various capacities since 2003. Outside of her advisory work, she is also a Zumba instructor in Denville, NJ. New Horizons Wealth Management is an SEC-registered firm that provides discretionary investment management and comprehensive financial planning to individual clients across income levels, as well as corporations and businesses. The firm employs a small advisory team and uses a portfolio approach combining active and passive funds, with integrated financial planning aligned to clients’ objectives and risk tolerance.

Nicholas Churkovich is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 65 credential and experience spanning multiple roles in financial services since 2017. His prior positions include roles at Koda Capital, Garnaut Private Wealth, and Deloitte. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm operates as a team, managing approximately $263 million in discretionary assets, and primarily implements passive, asset-class-weighted portfolios supported by fundamental analysis.

Gregg Abella is a financial advisor at Investment Partners Asset Management in Metuchen, NJ, holding Series 63, 65, and 66 licenses with 27 years of industry experience. He has worked at Investment Partners Asset Management since 2000 and previously spent 17 years at T.R. Winston & Company, LLC. Investment Partners Asset Management is a SEC-registered advisory firm serving individuals, including high-net-worth clients, business entities, trusts, estates, and retirement 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 derivatives.

David Palamar is a financial advisor at Patriot Investment Management Group Inc with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 19 years. Patriot Investment Management Group serves individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager oversight, employing fundamental and cyclical analysis to tailor and monitor client portfolios.

William Hayes is a financial advisor at Wellington Shields & Co., LLC with one year of industry experience. He holds a Series 66 designation. Hayes is the founder of Rondevoo LLC, a non-investment business that previously operated a platform allowing fans to Facetime with college athletes. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and employs a range of investment methods, including fundamental and technical analysis, options strategies, and third-party manager selection.

Andrea Netcher is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. She has been with Grandfield & Dodd, LLC since 2016. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm’s investment approach focuses on long-term, fundamental equity analysis and diversified portfolios designed to preserve and enhance clients’ real purchasing power, incorporating tax and estate considerations.

Hans Taenzer is a financial advisor with Alliance Wealth Management Group, LLC, holding a Series 65 designation and 19 years of industry experience. He was previously the sole member of Hans J. Taenzer, CPA, LLC, where he provided tax preparation, tax planning, and fiduciary services for 18 years. Alliance Wealth Management Group serves individual and high-net-worth clients, trusts, pension plans, and businesses with discretionary wealth management, investment consulting, and standalone financial planning. The firm employs fundamental analysis and Modern Portfolio Theory in its asset-allocation approach, tailoring portfolios to client risk tolerance and conducting regular reviews.

Richard Ciuba is a financial advisor at Argus Investors' Counsel, Inc. with 23 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. His prior experience includes roles at H.D.Vest Investment Services, Freedom Financial Advisors LLC, Edward Jones, and Argus Research Co. Argus Investors’ Counsel provides discretionary portfolio management to individuals and a variety of institutional clients. The firm emphasizes a bottom-up stock selection process and a long-term, low-turnover investment approach, offering both core equity strategies and specialized portfolios, as well as licensing model portfolios to other advisers.

Madison Mount is a Certified Financial Planner (CFP®) with four years of industry experience. She has worked at Francis Financial since 2022 and previously held positions at Novi Wealth Partners and Northwestern Mutual. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized portfolio management, comprehensive financial planning, and specialized divorce financial planning, employing a mix of long- and short-term strategies alongside quarterly portfolio reviews.

Daniel Smith is a CFP® and holds a Series 65 license with three years of industry experience. He currently serves as a financial advisor at Francis Financial, where he has worked since 2026. Prior to that, he was with Lido Advisors, LLC, and Exchange Capital Management Inc. Outside of finance, he has experience working at a pediatric dentistry practice and spent four years at Michigan State University. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized portfolio management, comprehensive financial planning, and specializes in divorce financial planning, employing a mix of asset allocation and third-party discretionary managers.

Graham Mandl is a financial advisor at Serenus Wealth Advisors, LLC in New York, NY, holding the Series 66 designation with 13 years of industry experience. His prior roles include nine years at Merrill Lynch and one year at Certuity before joining Serenus Wealth Advisors. Serenus Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services. The firm employs a multi-faceted investment approach that combines fundamental, technical, quantitative, sector, and ETF analysis, managing assets both directly and through third-party managers.

Donald Chappell is a financial advisor at Wellington Shields & Co., LLC with five years of industry experience. He has been with Wellington Shields since 2009. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management for 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 various investment strategies, and offers multiple execution and servicing options through its dual registration as both an investment adviser and broker-dealer.

Andrew Leahy is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Virgil Capital and The Lanby. Ascend Interplay provides portfolio management and advisory services primarily to high-net-worth individuals through a non-discretionary model, advising on a broad range of investments including private placements, real estate, digital assets, and derivatives. The firm serves a small client base and integrates third-party model portfolios and outside managers, while also offering no-cost travel planning services.

Blair Cohen is a financial advisor at GoalVest Advisory LLC in New York, NY, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Mizuho Securities USA LLC, Guggenheim Securities, and EY LLP. Outside of advisory work, he serves as an advisory board member for Alervio, a non-investment-related venture. GoalVest Advisory LLC serves high-net-worth individuals, charitable organizations, and pooled investment vehicles, providing discretionary portfolio management, financial planning, and subadvisory services. The firm’s investment approach integrates fundamental equity research, quantitative analysis, modern portfolio theory, and technical analysis to develop tailored Investment Policy Statements and model allocations.

Sami Boghos is a financial advisor at Retirable with five years of industry experience. He holds a Series 65 designation and has previously worked at Policygenius and Greenwich Strategy. Retirable serves individuals who are retired or nearing retirement, as well as trusts and retirement accounts, providing financial planning and discretionary investment management through an online platform. The firm focuses on diversified ETF portfolios, individualized Investment Policy Statements, and model portfolio options with regular portfolio reviews and rebalancing.

Eric Maidenberg is a financial advisor with Blue Square Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services and UBS Hedge Fund Solutions, as well as leadership in his own consultancy, EJM Impact Solutions. In addition to advisory work, he is involved in management and strategy consulting for early to mid-stage businesses through his ownership of EJM Impact Solutions and a forthcoming growth strategy consultancy, Sublime Growth. Blue Square Asset Management provides financial planning, investment management, sub-advisory, and due diligence services to individuals, family offices, retirement plans, and charitable organizations. The firm employs a proprietary Dynamic Cash Allocation® process to manage diversified portfolios across multiple asset classes and offers specialized digital asset investment strategies.

Keith Tucholski is a CFP® professional with 23 years of industry experience, currently serving at Hamel Associates, Inc. since 2002. He holds Series 63 and Series 65 licenses and operates out of Chatham, NJ. Hamel Associates, Inc. is a wealth management firm that primarily serves high-net-worth individuals, offering investment management, financial planning, and tax preparation services. The firm follows a value-oriented investment approach focused on large-cap dividend-paying stocks and investment-grade fixed income, and it manages both discretionary and non-discretionary accounts.

Matthew Rubin is a financial advisor at Cary Street Partners Asset Management with 16 years of industry experience. He holds the Series 63 designation and has previously worked at Anchorcove Capital LLC and Matrix Private Capital Group. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting primarily to other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm utilizes both quantitative model portfolios and qualitative fundamental approaches in managing assets and offers services including wrap fee program strategies, sub-advisory roles, and management of a registered ETF.

Derek Wittjohann is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Bank of America and Merrill Lynch from 2010 to 2023 before joining Premier Path Wealth Partners, LLC in 2023. Derek is based in Madison, NJ, and is part of a four-advisor team at Premier Path. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a combined fundamental, technical, and quantitative investment approach and utilizes third-party platforms and managers to support client strategies.

John Campise is a financial advisor with TKG Wealth Advisers LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Park Ave Securities and Guardian Life Insurance. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and maintains operational ties to an affiliated accounting practice, providing combined service offerings.