David Yates is a financial advisor with Podell Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at New York Life Insurance Company and various affiliated firms from 2000 to 2023. He is also an independent insurance agent based in Fairfield, NJ. Podell Financial Group LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm tailors investment recommendations based on client objectives and risk tolerances, offering both discretionary and non-discretionary managed-account programs.

Paul Zoch is a CFP® professional with over 31 years of industry experience, currently serving at Asset Advisory Group, Inc. since 1994. He holds a Series 63 license and is based in Kinnelon, NJ. Outside of his advisory role, he is involved in life, health, and disability product sales through various insurance carriers. Asset Advisory Group, Inc. provides comprehensive financial planning and asset management services to individual and institutional clients, including pension plans, trusts, estates, and charitable organizations. The firm uses a long-term, research-supported investment approach primarily employing mutual funds and ETFs, and manages approximately $480 million in assets across two advisors.

Giuseppe Roveccio is a CFP® and Series 66 licensed financial advisor with nine years of industry experience. He is currently the sole advisor at G & R Financial Solutions LLC, where he has worked since 2024. Prior to this, he spent seven years at Stawnychy Financial Services, Inc. and one year at Regal Investment Advisors, LLC. Roveccio is also a licensed insurance agent involved in the sale of various insurance products. G & R Financial Solutions LLC provides discretionary and non-discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm emphasizes tailored advice based on clients’ objectives, risk tolerance, and time horizon, employing a blend of asset allocation, dollar-cost averaging, technical analysis, and trading techniques with a focus on tax awareness and regular account reviews.

Kevin Saia is a CFP® professional with 33 years of industry experience, currently serving at S Squared Retirement Solutions LLC. His prior roles include positions at American Portfolio Advisors, Inc. and American Portfolios Financial Services, Inc. He is the owner of College Planning of NJ and the author of a book titled *Retirement and Income*. S Squared Retirement Solutions LLC provides financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as charities and business entities. The firm uses fundamental analysis to build individualized asset allocations, typically employing ETFs, mutual funds, stocks, and bonds, and offers oversight of third-party advisers through the Envestnet platform.

Marc Maricondo is a financial advisor at McMillan Analysis Corporation with a Series 65 credential and three years of industry experience. He has previously worked at Howard and Capstone Research. McMillan Analysis Corporation advises individuals, banks, investment companies, trusts, and other advisers, focusing on discretionary portfolio management using option-based strategies. The firm combines active options-focused asset management with commercial publishing and data services, including subscription newsletters, seminars, and software products.

Steven Maide is a financial advisor with Key Client Fiduciary Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Key Client Fiduciary Advisors since 2018 and has prior experience with Coastal Equities, Inc. and Wells Fargo Advisors. Key Client Fiduciary Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities. The firm focuses on fundamental analysis and customizes portfolios to clients’ goals, combining in-house management with independent managers, and providing financial planning and retirement-plan consulting services.

Volodymyr Stasenko is a CFP® with 17 years of industry experience, currently serving at Signet Financial Management, LLC since 2016. He previously worked at Summit Financial, LLC. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment approach that combines fundamental and quantitative analysis to construct diversified portfolios.

Eric Fishman is a financial advisor at Key Client Fiduciary Advisors, LLC with 40 years of industry experience. He has been with Key Client Fiduciary Advisors since 2004 and holds a Series 63 designation. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Coastal Equities, Inc. 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 provides financial planning, discretionary investment management, and retirement plan consulting, using fundamental analysis to create client-specific portfolios aligned with each client’s objectives and risk tolerance.

Christian Garces is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Key Client Fiduciary Advisors, LLC since 2018, following prior roles at Coastal Equities, Inc. and Wells Fargo Advisors Financial Network LLC. Key Client Fiduciary Advisors, LLC serves individuals, retirement plans, trusts, estates, corporations, and other business entities, offering financial planning, consulting, and discretionary investment management. The firm’s investment approach focuses on fundamental analysis and customized portfolio management aligned with each client’s objectives, time horizon, liquidity needs, and risk tolerance.

David Vollmer is a CFA® charterholder with 22 years of industry experience. He is affiliated with Precision Financial Services and PFS Partners, LLC, where he has worked since 2006 and 2008 respectively, and previously spent one year at Leigh Baldwin & Co., LLC. Outside of his advisory work, he owns a fixed insurance business. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and allocations to independent managers and private funds.

Joseph Verile is a financial advisor at MRA Advisory Group in Parsippany, NJ, holding a Series 65 designation with eight years of industry experience. He has been with MRA Advisory Group since 2017 and previously worked at Ameriprise Financial Services. Outside of his advisory role, he provides consulting support to MRA Capital Partners, a private equity real estate fund focused on commercial projects in Florida. MRA Advisory Group offers wealth management and financial planning services to both retail and high-net-worth clients, managing discretionary and non-discretionary accounts with an emphasis on risk-based model portfolios. The firm provides a range of services including retirement planning, tax preparation through an affiliated CPA practice, and access to alternative investments and private equity for eligible clients.

Ryan Tuttle is a financial advisor at Signet Financial Management, LLC with a Series 65 designation. He has been with Signet since 2023 and previously worked at the University of New Hampshire and St Joseph Regional High School. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary approach combining fundamental and quantitative analysis to construct diversified portfolios.

Christopher Kelly is a financial advisor at Cornerstone Planning Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services, Massachusetts Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he is also licensed to sell life, disability, and long-term care insurance. 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, emphasizing passive investment strategies through low-cost mutual funds and ETFs while tailoring portfolios to client objectives and risk tolerance.

Jordan Kaufman is a CFP® and CFA® with 21 years of industry experience. He is currently with Green Ridge Wealth Planning LLC, where he has worked since 2020. His prior experience includes roles at Advisory Services Network LLC, Oppenheimer & Co. Inc., and Goldman Sachs & Co. Kaufman serves on the boards of several nonprofit organizations, including West Bergen Mental Healthcare, The Ridgewood AM Rotary Club, and the Ridgewood High School Alumni Association. Green Ridge Wealth Planning LLC provides discretionary portfolio management, fixed-fee financial planning, and pension consulting to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm primarily advises on exchange-traded funds through firm-developed model portfolios, using fundamental and cyclical analysis with an investment approach that includes margin and ongoing portfolio rebalancing.

Michael Dwyer is a CFP® with 42 years of industry experience, currently serving at Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ. He has worked at Purshe Kaplan Sterling Investments and Strategic Family Wealth Counselors since 2007. In addition to his advisory role, he is licensed as an insurance agent and sells insurance to clients when financial plans warrant. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes fundamental analysis and a multi-tiered discovery process, tailoring portfolios with active and passive strategies while integrating financial planning and portfolio implementation.

Timothy Boulanger is a financial advisor with Strategic Family Wealth Counselors, L.L.C. in Fairfield, NJ, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience and has been with Strategic Family Wealth Counselors and Purshe Kaplan Sterling Investments since 2007. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes a multi-tiered discovery process with tailored portfolios that incorporate both active and passive strategies, managing approximately $1.31 billion in assets.

Gary Hirsh is a CFP® with 21 years of industry experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC. His career includes roles at Atlas Fiduciary Financial, Stonegate Wealth Management, and a long-standing position as Of Counsel at Sobel & Co., Inc., where he provides tax preparation, accounting, and tax planning services. HIGHLAND Financial Advisors is a registered investment adviser serving individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm employs a Modern Portfolio Theory-based investment approach with strategic asset allocation, fundamental securities analysis, and tax-efficient portfolio management.

Carmine Corino is a CFP® professional with 22 years of industry experience, currently serving at Cornerstone Planning Group since 2009. He previously worked with NYLIFE Securities Inc and New York Life Insurance Company from 2003 to 2020. Outside of his advisory role, he is a part-owner of a restaurant in Nutley, New Jersey. 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, focusing on portfolios built around written investment policy statements and generally favoring passive, low-cost mutual funds and ETFs tailored to client objectives and risk tolerance.

Christaphor Thomasian is a financial advisor at Key Client Fiduciary Advisors, LLC in Fairfield, NJ, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Merrill Lynch and LPL Financial. Key Client Fiduciary Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities, providing financial planning, consulting, and discretionary investment management. The firm uses fundamental analysis and customized portfolio strategies, combining in-house management with independent managers, and offers retirement-plan consulting and financial planning reports.

Cal Cacciaguida is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Sterling Financial Planning Inc and previously held roles at firms including Summit Financial, LLC, Purshe Kaplan Sterling Investments, and Morgan Stanley. Sterling Financial Planning is a team-based registered investment adviser with eight advisors and approximately $761 million in assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, offering customized investment programs and a range of portfolio management and consulting services.