Taylor Peters is a CFP® professional with three years of industry experience. She is affiliated with Prosperity Road, LLC in Santa Ana, CA, where she has worked since 2021 and also serves as a paraplanner for the firm. Her prior experience includes roles at Lavish Financial Planning, Davidson Capital Corporation, and self-employment. Prosperity Road provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, equities, and fixed income, and manages approximately $156.9 million for about 60 clients.

Matthew Sherbine is a CFP® with 22 years of industry experience and has been with GCI Financial Group since 2001. He is a 50% owner and serves as Managing Member of JHP Real Estate Group, LLC, which owns the office condominium housing GCI Financial Group. GCI Financial Group, Inc. is an SEC-registered investment adviser providing asset management and financial planning services to individuals, families, trusts, pension, and corporate clients. The firm manages approximately $105 million for around 100 clients, employing individualized investment strategies with ongoing supervision and periodic reviews.

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.

Brian Dudes is a financial advisor at Pleasantdale Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at American Portfolios Financial Services, Inc. from 2014 to 2019 before joining Pleasantdale Wealth Management. Pleasantdale Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages client accounts based on documented goals, time horizons, and risk tolerances, employing fundamental analysis and ongoing monitoring, with strategies that include option writing and quarterly account reviews.

Maryanne Mitchell is a financial advisor with Personal CFO Solutions LLC in Chester, NJ. She holds a Series 63 designation and has 28 years of industry experience, including 17 years at Mercer Allied Company, L.P. from 1999 to 2016. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides comprehensive financial planning, discretionary portfolio management, and 401(k) consulting, with an investment approach focused on longer-term allocations primarily using mutual funds and ETFs, supplemented by independent investment managers and tactical short-term trades when appropriate.

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.

Michael Prestifilippo is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He currently works at WealthPlan Investment Management LLC and has previously been affiliated with Fidelity, Securities America Inc, and OSAIC. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing over $2 billion in assets. The firm serves individuals, high-net-worth clients, retirement plans, and institutional investors using model-based strategies across various asset classes, including mutual funds, ETFs, and alternatives, while also providing fiduciary and consulting services.

Lee Clay is a financial advisor at Regatta Capital Group, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Regatta Capital Group since 2018. Prior to that, he was self-employed for ten years. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and institutional investors. The firm employs a long-term, fundamental-analysis approach to portfolio construction and offers a range of services including wealth management, retirement plan advisory, estate-document generation, and digital-asset account facilitation.

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.

John Vieira is a Series 66–licensed financial advisor with Personal CFO Solutions LLC in Chester, NJ, bringing 22 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2015 and has been with Personal CFO Solutions since 2011. Outside of his advisory role, he is a partner in a local driving school. Personal CFO Solutions serves individuals, high-net-worth clients, and various institutional entities, offering comprehensive financial planning, discretionary portfolio management, and coordination with clients’ other professional advisors. The firm emphasizes longer-term allocations through mutual funds and ETFs, employs a formal manager vetting process, and manages approximately $1.375 billion in discretionary assets across a multi-advisor team.

Caroline Tanis is a financial advisor at The Wealth Boutique with eight years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America and Merrill Lynch, and she also founded Tanis Financial Group, LLC, which offers budgeting and debt payoff strategy sessions and educational content. The Wealth Boutique is a team of seven advisors providing financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, trusts, and some institutions. The firm uses a financial-planning-led, holistic approach that incorporates both fundamental and technical analysis to tailor investment strategies aligned with client objectives and risk tolerance.

David Gorman is a financial advisor with Precision Financial Services and holds a Series 66 designation. He has 18 years of industry experience and has been associated with Leigh Baldwin & Co., LLC since 2015 and PFS Partners, LLC since 2013. Outside of his advisory work, he serves as a coach at the Randolph YMCA. 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 range of investment strategies including mutual funds, ETFs, equities, fixed income, and options, and incorporates third-party managers and private funds following due diligence.

Matthew Hannum is a CFP®, CFA®, and Series 66 registered advisor with 21 years of industry experience. He has been with Sterling Financial Planning Inc since 2003. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. Sterling Financial Planning manages approximately $672 million and employs a range of investment strategies across mutual funds, ETFs, and individual securities.

Jessica Weaver is a CFP® with 16 years of industry experience and is currently part of The Wealth Boutique team in Chester, NJ. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Foran Financial Group. She is also an author of faith-based financial literature and runs a related educational course called Money Ministries. The Wealth Boutique is an SEC-registered advisory team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management through a goals-based approach that incorporates fundamental and technical analysis, utilizing third-party asset managers and custodial platform services.

Matthew Rubin is a financial advisor at Cary Street Partners Asset Management with 16 years of industry experience. He previously worked at Anchorcove Capital LLC and Matrix Private Capital Group. He holds a Series 63 designation. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services primarily through registered investment adviser platforms and wrap programs. The firm serves a broad client base including individuals, high-net-worth clients, and institutional investors, offering both model portfolios combining quantitative asset allocation with manager research, and separately managed accounts based on fundamental analysis.

Patrick Nolan is a financial advisor at Personal CFO Solutions LLC with 23 years of industry experience. He has been with the firm since 2011 and holds a Series 63 designation. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm offers comprehensive financial planning, discretionary portfolio management, and coordinated implementation through clients’ professional advisors, with an investment approach focused on longer-term allocations using mutual funds and ETFs alongside selective use of independent managers and tactical trades.

Makayla Vazquez is a CFP® with three years of industry experience, currently serving as a financial advisor at Oliver Luxxe Assets LLC. Her prior roles include positions at UBS Financial Services and Lazard Asset Management. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to both individual and institutional clients. The firm uses a proprietary quantitative screening process combined with fundamental research to guide its diverse investment strategies, managing approximately $1 billion in assets.

William Cunliffe is a financial advisor with Covenant Asset Management, LLC in Chester, NJ. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at Credo Analytics and VP Research, Inc. Covenant Asset Management is an SEC-registered advisory firm managing approximately $692.6 million for individual and 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 alongside dividend appreciation and fixed-income strategies, with a focus on tax efficiency and low turnover.

Robert Taylor is a CFP® professional with 30 years of experience in the financial services industry. He is currently an advisor at WealthPlan Investment Management LLC and has previously worked at firms including Fidelity Brokerage Services and Securities America. Outside of his advisory role, he manages insurance sales through WealthPlan Partners. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services, utilizing model-based strategies, a diverse range of investment vehicles, and third-party sub-advisers.

Ross Weiner is a CFP® professional with 17 years of industry experience. He has been with Sterling Financial Group since 2007. Sterling Financial Planning serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $672 million and employs a tailored investment approach using mutual funds, ETFs, and individual securities, leveraging institutional research and technology through major custodians.