Marco Lima is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at MRA Advisory Group since 2017, following prior roles at Niagara International Capital Limited and Ameriprise Financial Services. In addition to his advisory duties, he is involved with MRA Capital Partners, a private equity hedge fund, and owns related management and tax service entities. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, including portfolio management, retirement planning, insurance placement, and tax preparation through an affiliated CPA practice. The firm serves retail and high-net-worth clients, offering risk-based model portfolios and customized solutions that may include alternative investments and private equity.

Bruce Jones is a financial advisor at Precision Financial Services with 52 years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. His career includes roles at Leigh Baldwin & Co., LLC and PFS Partners, LLC, and he is a majority owner of Jones & Hockenjos Inc., a non-investment 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 consulting. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, options strategies, and independent manager allocations, while maintaining a cautious stance on discretionary cryptocurrency investments.

Luciano Betman is a financial advisor at Green Ridge Wealth Planning LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Loyola University Maryland and Oratory Preparatory School. Betman also holds a New Jersey Real Estate Referral License. Green Ridge Wealth Planning LLC manages discretionary portfolios and provides financial planning and pension consulting services to both individual clients and pension plans. The firm primarily invests in exchange-traded funds and employs model portfolios with ongoing monitoring and rebalancing.

Dennis Galvin is a financial advisor with Black Coral Financial Advisors, LLC in Oceanport, NJ. He holds Series 63 and Series 66 licenses and has 11 years of industry experience, including 12 years with Black Coral. Black Coral Financial Advisors manages approximately $936 million in client assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm combines team-based portfolio management, model allocations, and third-party manager recommendations with individualized planning that incorporates asset allocation, tax, and estate considerations.

Matthew Lafevre is a Certified Financial Planner® with ten years of industry experience. He is affiliated with Precision Financial Services and PFS Partners, LLC, where he has worked since 2015, and previously worked at Leigh Baldwin & Co., LLC. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes mutual funds, ETFs, individual equities, fixed income, and options strategies, and it may recommend private investment funds following due diligence.

Deanna Iannuzzi is a financial advisor at Sterling Financial Planning Inc with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Sterling Financial Group since 2002. Outside of her advisory role, she works as an independent sales representative for Avon Products. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of investment strategies across mutual funds, ETFs, and individual securities, leveraging institutional research and technology through major custodians.

Sudha Anand is a financial advisor at WJL Financial Advisors in Denville, NJ, holding a Series 65 credential and with four years of industry experience. She has worked at WJL Financial Advisors since 2021 and previously was involved with Little More Innovation PTE Limited. Anand also provides executive coaching services to business leaders. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passive mutual funds and ETFs, integrating tax planning and requiring client approval for trades.

Alison Cogan is a financial advisor at MRA Advisory Group with 10 years of industry experience. She holds a Series 66 credential and has worked previously at Ameriprise Financial Services, Inc. and Niagara International Capital Limited. Outside of her advisory role, she owns a tax preparation firm, CoganWorks, and serves as treasurer for several local organizations, including a church, an education foundation, and the League of Women Voters of Morristown Area, as well as being a member of the Parsippany-Troy Hills Board of Education. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving retail and high-net-worth clients with portfolio management, retirement planning, tax preparation, and insurance placement. The firm employs risk-based model portfolios reviewed by an Investment Committee and offers specialized services such as Biblically Responsible Investing and access to alternative investments.

Michael Babyak Jr II is a financial advisor at Precision Financial Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Precision Financial Services since 1992, with additional affiliation to PFS Partners, LLC since 2008. Outside of advising, he is involved in real estate development through Northfield Development, where he provides financial guidance. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement consulting. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, options strategies, and independent manager allocations, emphasizing both traditional and alternative asset classes.

Marc Abramson is a financial advisor at Precision Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with PFS Partners, LLC since 2013. 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 diversified investment approach including mutual funds, ETFs, individual equities, fixed income, options strategies, and allocations to independent managers and private investment funds.

Richard Sanchez is a financial advisor at Sterling Financial Planning Inc with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securities America Advisors, Kestra Advisory Services, and Avantax Advisory Services. Sanchez is based in Sparta, NJ, and is part of a seven-advisor team. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and typically uses major custodians like Schwab and Fidelity to support its clients’ objectives.

Sean Cole is a financial advisor at Green Ridge Wealth Planning LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Amerisave Mortgage Corporation. Sean also spent time conducting extensive research before joining his current firm. Green Ridge Wealth Planning LLC provides discretionary portfolio management, standalone financial planning, and pension consulting to individual clients and pension and profit-sharing plans. The firm manages approximately $383.8 million in discretionary assets, primarily advising on exchange-traded funds, stocks, bonds, and mutual funds through firm-developed model portfolios and discretionary authority.

Stephen Tuttle is a financial advisor at Signet Financial Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Signet since 2001, also working at Summit Financial, LLC since 2026. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, retirement-plan advisory, and sub-advisory services to a diverse client base including 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 combination of fundamental and quantitative analysis to construct diversified portfolios using mutual funds, ETFs, individual equities, fixed-income securities, options overlays, independent managers, and private funds.

Constance Millahn is a CFP® and Series 66 credentialed financial advisor at Sterling Financial Planning Inc with 12 years of industry experience. She has worked at Sterling Financial Planning since 2017 and previously spent one year at RBC Capital Markets, LLC. Sterling Financial Planning is a team-based registered investment adviser with eight advisors managing approximately $761 million in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, offering tailored portfolio management, retirement plan consulting, and standalone financial planning services.

John Bello is a financial advisor at Aurora Private Wealth, Inc. with 38 years of industry experience. He holds a Series 63 designation and has worked at APW Capital, Inc. since 2003, as well as at Comprehensive Capital Management and Summit Financial Resources. Outside of advisory services, he is a senior financial consultant and independent insurance agent specializing in life and long-term care insurance. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and investment management through a team of advisors, employing customized strategies and third-party platforms to manage approximately $374 million in assets.

Ethan Kraft is a financial advisor at Precision Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Prime Pensions Inc. and Leigh Baldwin & Co., LLC. 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’s investment approach includes mutual funds, ETFs, individual equities, fixed income, options strategies, and allocations to independent managers and private investment funds.

Daniel Divizio is a CFP® and Series 65 credentialed advisor at Signet Financial Management, LLC with 11 years of industry experience. He has worked at Signet Financial Management since 2015 and more recently at Summit Financial, LLC. Signet Financial Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary wealth management, portfolio management, financial planning, and advisory services. The firm employs a disciplined, evidence-based investment approach that combines fundamental and quantitative analysis, utilizing diversified portfolios with options for tactical rebalancing and third-party manager integrations.

Daniel Ballister is a CFP® professional with 17 years of industry experience. He is currently with Creative Financial Designs, Inc., where he has worked since 2022. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities Inc. Ballister also maintains a licensed insurance agent position covering various lines, including life, health, and fixed annuities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and modular financial planning. The firm’s investment approach incorporates asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Alexandra Hoff is a financial advisor at SAX Wealth Advisors, LLC with five years of industry experience and a Series 65 credential. She has been with SAX Wealth Advisors since 2020. Prior to that, her work experience includes roles at Peter E Schmitt Co Inc and Intac Actuarial Services, as well as time as a student and employee at Free People. SAX Wealth Advisors provides investment management, financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based approach using low-cost, passively managed funds supplemented with customized fixed-income strategies, third-party sub-advisers, and tax-efficient account management.

William Connor is a financial advisor at SAX Wealth Advisors, LLC with 17 years of industry experience. He holds the CFP® and CFA® designations and previously worked at Baker Avenue Asset Management for 11 years before joining SAX Wealth Advisors in 2024. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth management services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, evidence-based asset allocation primarily using low-cost, passively managed funds, supplemented by customized fixed-income strategies and third-party advisory services.