Vanessa Johnson is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fortis Group Advisors LLC and LPL Financial, LLC since 2018 and previously worked at INVEST Financial Corporation and Marie Rampino. Fortis Group Advisors is a multi-advisor registered investment adviser that serves individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management, financial planning, and estate coordination, utilizing a combination of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence.

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.

Edward Leach is a CFP® professional with 12 years of industry experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC since 2014. He holds a New Jersey real estate license and works occasionally as a referral agent for real estate transactions, receiving fees solely on a referral basis without vested interest. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm offers wealth and investment management services emphasizing Modern Portfolio Theory, strategic asset allocation, and tax-efficient portfolio construction.

Jacqueline Di Santo is a Series 65-licensed advisor at Perennial in New York, NY, with one year of industry experience. Her prior work includes seven years at The Ursuline School and four years at Wake Forest University. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations with wealth advisory, financial planning, and portfolio management services. The firm employs a customized, tax-aware investment process incorporating fundamental research, diversification, rebalancing, and fee and tax minimization, often using equities, ETFs, fixed income, derivatives, and margin strategies.

Gerald Brown is a CFP® and Series 65-licensed financial advisor at Maltin Wealth Management, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott and Ernst and Young LLP before joining Maltin Wealth Management in 2022. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm combines macroeconomic analysis with fundamental and technical security selection to build diversified portfolios, using mutual funds, ETFs, structured notes, options, and individual securities, and offers multi-generational planning and continuous client reviews.

Joey Casolaro is a CFP® professional with six years of experience at HIGHLAND Financial Advisors, LLC. He previously worked at Moisand Fitzgerald Tamayo, LLC and Newbridge Securities Corporation. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm focuses on wealth and investment management using Modern Portfolio Theory and strategic asset allocation, employing diversified mutual funds and ETFs alongside fundamental analysis and third-party research.

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.

Lauro Akira Neuppmann Takata is a financial advisor at Simetria Advisory Group LLC with a Series 65 designation and two years of industry experience. His career includes roles at Brasil Plural Investment Advisor LLC and Sympatheia Advisory LLC, as well as positions in the banking and capital markets sectors. Brasil Plural Investment Advisor, LLC manages approximately $201.6 million in regulatory assets, serving individuals, corporations, and institutions through customized portfolio management. The firm employs a research-driven approach, utilizing third-party macroeconomic research and in-house analysis across various asset classes, including equities, fixed income, options, and alternatives.

Nicole Scarpati is a financial advisor with Capital Counsel LLC in New York, NY, holding five years of industry experience and fourteen years at Capital Counsel. The firm provides discretionary asset management and occasional financial planning for individuals, families, foundations, endowments, pooled investment vehicles, pension and profit-sharing plans, and corporations. Capital Counsel employs a valuation-based fundamental investment strategy focused on profitable, free-cash-flow-generating businesses, managing both separately managed accounts and private partnerships with a concentrated portfolio approach.

Austin Sweerus is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Fortis Group Advisors and LPL Financial since 2018 and previously spent seven years at INVEST Financial Corp. Outside of his advisory role, he is involved with Christopher Edwards Financial Associates LLP, an investment-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach, utilizing risk-profiling technology and third-party manager evaluations to tailor portfolios and financial plans.

Courtney Mckenna is a CFP® with 27 years of industry experience, currently serving at Altfest Personal Wealth Management since 2022. Prior to joining Altfest, she worked at Iam Capital Corporation and Iridian Asset Management LLC. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to a diverse client base including individuals, retirement plans, and private funds. The firm employs a disciplined investment approach involving fundamental, technical, and cyclical analysis, along with ongoing monitoring and portfolio rebalancing under an investment committee.

John Gross is a financial advisor at MayTech Global Investments with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Polen Capital Management and BNY Mellon Distributors. MayTech Global Investments manages approximately $895 million in assets, serving individual investors, wealth management platforms, and institutional clients. The firm employs a research-intensive Global Growth strategy focused on companies impacted by globalization, digitalization, and demographic change, with an emphasis on information technology, healthcare, and consumer sectors.

Kenneth Botwinick is a Series 66 licensed financial advisor at Signature Wealth Management Partners, LLC with 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Linsco/Private Ledger Corp., and has been associated with Botwinick & Company, LLC since 1997, where he serves as a Certified Public Accountant and partner. His non-investment activities include accounting, audit, tax services, and consulting on business financing strategies. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a range of securities and employs a blend of fundamental, technical, and cyclical analysis with periodic rebalancing.

Lewis Altfest is a financial advisor at Altfest Personal Wealth Management in New York, NY, holding the CFP®, CFA®, and PFS™ designations with 14 years of industry experience. He has worked at Altfest Personal Wealth Management since 2009 and previously had a long tenure at Pace University from 1984 to 2020. Altfest Personal Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios on an individualized basis with a focus on client objectives, asset allocation, and tax considerations. Additionally, the firm sponsors and advises private pooled vehicles, including alternative and real estate funds.

Steven Longa is a financial advisor at Emissary Wealth with a Series 65 designation and three years of industry experience. Prior to joining Emissary Wealth in 2022, he played professional football in the National Football League from 2016 to 2020. Outside of advising, he owns and manages businesses in transportation and property management. Emissary Wealth serves a diverse client base including individuals, trusts, business entities, and charitable organizations, providing comprehensive financial planning and investment management services. The firm is noted for its role as adviser and manager of private pooled investment vehicles, alongside offering tailored portfolio management based on fundamental analysis and client-specific objectives.

Stephen Kuchinski is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has previously worked with LPL Financial, MML Investors Services, and MassMutual. Kuchinski is also associated with The Fortis Agency, an insurance-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and integrating tax-aware considerations in its investment approach.

Peter Mcglynn is a financial advisor at Renew Family Wealth with 32 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Renew Family Wealth since 2021. His prior roles include Founder of Mcglynn Advisors and positions at Third Seven Capital, LLC and Third Seven Capital Advisors, LLC. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental, technical, and cyclical analytic approaches along with both long- and short-term strategies, including options and margin trading, to deliver tailored investment advice with ongoing monitoring and rebalancing.

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.

Tyler Allen is a financial advisor with Cornerstone Planning Group in Fairfield, NJ, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Cornerstone in 2022, he worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company from 2018 to 2022. Outside of financial advising, he tutors at the Huntingdon Learning Center. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to a diverse client base including individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs, and offers specialized ERISA fiduciary consulting services for plan sponsors.

Terence Greene is an advisor at Capital Counsel LLC with five years of industry experience. He has been with Capital Counsel, a firm established in 1999, for 27 years. Greene serves as a Non-Executive Director for The Needham Funds, Inc., participating in periodic meetings. Capital Counsel provides discretionary asset management and occasional financial planning to individuals, families, foundations, endowments, pension plans, and corporations. The firm employs a valuation-based fundamental investment strategy focusing on profitable, free-cash-flow-generating businesses and manages both separately managed accounts and private partnerships.