Levan Chubinishvili is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Access Wealth, where he has served since 2018, and was previously employed at Hennion & Walsh Inc. from 2014 to 2018. Access Wealth provides discretionary portfolio management and comprehensive financial planning to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in constructing diversified portfolios and employs an Investment Committee to select managers based on risk, returns, and fees.

James Balk is a financial advisor with American Trust Investment Services Advisory, Inc. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Fortis Capital Advisors, LLC and Dominari Securities LLC. Outside of advising, he is the owner and founder of JCB4 Holding, a holding company focused on incubating start-up entities. American Trust Investment Services Advisory, Inc. serves individual investors, retirement accounts, trusts, estates, and corporate clients. The firm uses a bottoms-up fundamental screening process to build portfolios aligned with client risk profiles, offering both non-discretionary and discretionary management options and providing financial planning and estate services.

Amy Brackett is a CFP® and CFA® with four years of industry experience. She has been with Revolve Wealth Partners, LLC since 2021 and previously worked at Klingenstein Fields Advisors from 2007 to 2021. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm’s approach includes discretionary portfolio management using a range of investment vehicles, emphasizing growth and value integration, global diversification, and tax sensitivity.

Joseph Goldy is a CFP® with 19 years of experience in the financial services industry. He has been with HIGHLAND Financial Advisors, LLC since 2020 and previously worked at TD Ameritrade Investment Management, LLC and Scottrade, Inc. HIGHLAND Financial Advisors serves individuals, families, high-net-worth clients, and institutional clients, offering wealth management, investment management, and ERISA 3(38) fiduciary services with a discretionary management of approximately $640 million. The firm emphasizes strategic asset allocation aligned with Modern Portfolio Theory and incorporates tax-aware asset location and fundamental analysis in its investment process.

Eric Tilson is a CFP® and holds a Series 66 license, working with Tilson Financial Group Inc. He has seven years of industry experience, including roles at PGIM Fixed Income and Prudential Insurance. He joined Tilson Financial Group in 2021 and is based in New Providence, NJ. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, multi-asset class portfolios primarily using mutual funds and ETFs, with asset allocation, diversification, and rebalancing as core elements.

Harold Sasnowitz is a CFP® with 18 years of industry experience, currently serving at BCR Wealth Strategies in Clifton, NJ. He has been with Berk Cleveland Rathmell Wealth Strategies, LLC since 2007. BCR Wealth Strategies advises individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, corporations, and other business entities. The firm offers financial planning, wealth and investment management, and retirement-plan consulting, applying a long-term investment approach based on Modern Portfolio Theory with diversified, buy-and-hold allocations.

Stephen Montez is a financial advisor with NerdWallet Wealth Partners, LLC, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Equitable Advisors, Bank of America, Merrill, Fidelity Investments, JP Morgan Securities, and NYLIFE Securities. Outside of finance, he was involved with Fun Times Productions for three years. 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 employs primarily passive, asset-class-weighted portfolios and utilizes third-party sub-advisers for specialized strategies.

Gary Scarboro is a financial advisor with Spartan Capital Private Wealth Management LLC in New York, NY. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Spartan Capital Private Wealth Management since 2019 and has also worked with Spartan Capital Securities, LLC since 2011. Spartan Capital Private Wealth Management provides personalized investment advisory services to individuals, corporations, and other business entities. The firm offers portfolio management, oversight of third-party money managers, and ongoing investment consultation, tailoring guidance to clients’ objectives, risk tolerance, and liquidity needs.

Deborah Paulhus is a financial advisor with Buckman Advisory Group LLC in New York, NY, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. She has been a licensed realtor in Florida with Beachfront Realty since 2009, working part-time in that capacity. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and access to third-party money managers, utilizing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Brian Visconti is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates, Wells Fargo Clearing Services, and JP Morgan Securities. Visconti is a partner in Nehemiah Fund, LP, an incubator fund trading futures and forex using personal capital. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients through a team of 16 advisors. The firm offers portfolio management, independent money manager referrals, customized financial planning, and educational seminars, employing both discretionary and non-discretionary strategies.

Amos Warren is a CFP® and CFA® with five years of industry experience. He is currently with NobleBridge Wealth and previously worked at Wealth Enhancement Group, M&R Capital Management, Dumont & Blake Investment Advisors, and Altius Capital Partners. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm combines strategic core allocations with active tactical overlays and uses both quantitative and qualitative methods to select managers.

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.

Michael Emr is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with Signature Wealth Management Partners, LLC and has previously worked at Purshe Kaplan Sterling Investments, Botwinick & Company LLC, and LPL Financial. Outside of advising, he is a Certified Public Accountant and partner at Botwinick & Company, where he provides management, accounting, audit, and tax services. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a combination of fundamental, technical, and cyclical analysis, with investments across various asset types and strategies.

Philip Nydick is a financial advisor at CFS Investment Advisory Services LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Ernst and Young LLP for three years. Outside of his advisory role, he serves as a student mentor at the TAMID Group. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm manages approximately $2.73 billion in assets and employs a tailored approach using mutual funds, ETFs, individual securities, and allocations to independent managers.

Anthony Demaio is a CFP® with 40 years of industry experience, currently serving at Jeffrey Matthews Wealth Management, LLC. He has worked at Jeffrey Matthews Financial Group LLC since 2016 and previously spent seven years at RBC Capital Markets, LLC. In addition to his advisory role, he is a licensed insurance producer and has a referral arrangement related to building management. Jeffrey Matthews Wealth Management, LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plan participants, trusts, and charitable institutions. The firm employs various investment strategies and provides clients with discretionary and non-discretionary account management options, as well as access to independent money managers through referral programs.

Robert Kolyer Jr. is a financial advisor with Seabridge Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. Before joining Seabridge, he spent over two decades at the Howard Hughes Medical Institute. He serves on the Financial Investments Strategy Committee of Capital Guidance and volunteers on the investment committee of Spike Ventures, providing advisory input on investment strategies. Seabridge Investment Advisors serves a diverse client base including individual, institutional, and tax-exempt clients. The firm manages global equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser for other investment advisers, distinguishing itself through its work with institutional and foreign fund clients.

William Traphagen is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has five years of industry experience. He has a ten-year affiliation with Loyola University. Traphagen Financial Group provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm uses both fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Edward Reaven is a financial advisor with Aurora Private Wealth, Inc. in Totowa, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Artisan Advisors since 2016. Outside of his advisory role, he is involved in selling collectibles online during weekends. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management through a team of 18 advisors managing approximately $374 million in assets, utilizing individualized investment policies, model portfolios, and independent managers.

Jamie Cox is a financial advisor at New Horizons Wealth Management with one year of industry experience. He holds the Series 65 credential and has worked with firms including Begnaud Wealth Management Group of Janney Montgomery Scott and Tfs Securities Inc. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients across income levels, multi-generational families, and businesses. The firm employs a portfolio management approach grounded in modern portfolio theory, integrating active and passive funds with financial planning tailored to clients’ objectives and risk tolerances.

Benedict Schlatter is a financial advisor at Makrod Investment Associates Inc with 12 years of industry experience. He holds a Series 65 credential and has been with Makrod Investment Associates since 2011. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focused on equities, investment-grade fixed income, and cash/money market funds, managing approximately $803.7 million on a primarily non-discretionary basis.