James Watt is a financial advisor at BridgeLight Financial Advisors, Inc. with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including True North Insurance, Agia, Valic Financial Advisors, and TIAA-CREF. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities, offering fee-based financial planning, discretionary portfolio management, and consulting. The firm employs an active, discretionary investment approach using fundamental, technical, and quantitative analysis combined with written financial plans and periodic reviews.

Anthony Bavedas Jr. is a CFP® with 52 years of industry experience, currently serving at Constitution Investment Advisory and Portfolio Management. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also acts as executor and trustee for his spouse’s estate and trust in Palm Beach, FL. Constitution Investment Advisory and Portfolio Management provides wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a primarily long-term investment approach using both fundamental and technical analysis and manages a diverse portfolio including ETFs, mutual funds, stocks, bonds, and derivatives strategies.

Jeffrey Speight Jr. is an advisor at Diamant Asset Management, Inc. He holds Series 65 and Series 63 licenses and has experience dating back to 2006, including a long tenure at Sasco Capital. He joined Diamant Asset Management in 2025. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy based on fundamental analysis, with portfolios structured to emphasize capital preservation.

Vincent Farasciano is a financial advisor at Innovative Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bankers Life Securities and Bankers Life. Outside of advising, he owns and manages LegacyRx LLC, a direct-to-consumer DIY estate document creation platform. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, using a blend of client interviews and technology in their investment approach. The firm offers both one-time financial plans and ongoing advisory relationships, incorporating automated rebalancing and tax-loss harvesting through the Charles Schwab Institutional Intelligent Portfolios™ platform.

Abram Ozeck is a financial advisor at FAO Wealth Inc with eight years of industry experience. His prior roles include positions at Cooper Financial Services, Inc., CFS Securities, Inc., and Ozeck Financial Group. He holds Series 63 and Series 65 licenses and is also an insurance agent. FAO Wealth Inc serves pooled and institutional retirement-plan clients, offering discretionary asset management and ERISA 3(21) fiduciary services. The firm’s investment approach incorporates multiple analysis methods to develop both long- and short-term strategies and supports plan sponsors through ongoing portfolio management and participant education.

Sheila Morgan is a financial advisor at Diamant Asset Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2017, as well as Liberty Bank Investment Services and Raymond James Financial Services from 2015 to 2017. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment philosophy focused on fundamental analysis and integrates tax considerations and client communication into its portfolio management.

Thomas Arisco is a financial advisor at Innovative Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Arisco Insurance Group, Bankers Life, and TD Growers. He is also licensed to sell Medicare health, life, and annuity products, earning commissions from these sales. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, employing a “Human Robo” advising approach that integrates technology with personalized client information. The firm offers subscription services, a client newsletter, and access to alternative investments for eligible clients.

Joseph Sladek is a partner at Sladek & Witek, LLP, with 25 years of industry experience. He has been with the firm since 1994 and is also a licensed Certified Public Accountant, practicing full time in the affiliated CPA firm under the same name. Sladek & Witek, LLP is a fee-only advisory and accounting firm that provides financial planning, investment management, and traditional tax preparation services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines advisory services with an accounting practice, serving primarily non-high-net-worth clients through a disciplined investment approach and personalized service.

Thomas Hoffman is a CFA® charterholder with 13 years of industry experience. He has been with Netherby Advisors LLC since 2012. Outside of his advisory role, he serves as vice-chair of the board of managers and co-chair of the investment and financial management committee for the Fairmount Cemetery Association of Newark and Somerset Hills. Netherby Advisors LLC provides discretionary investment management and financial planning services to individuals, families, trusts, foundations, and qualified plans, as well as sub-advisory support to banks and other advisers. The firm employs a core-and-satellite investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering globally diversified portfolios through various investment vehicles and maintaining regular monitoring and rebalancing.

Michele Dunbar is a financial advisor at Dunbar Associates, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Mass Mutual Investors Services, LPL Financial, and Chelsea Financial Services. Dunbar Associates provides advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, and retirement-plan advisory services. The firm manages approximately $307.5 million in client assets and employs a combination of discretionary and non-discretionary portfolio management, utilizing mutual funds, ETFs, individual stocks, and bonds with a primarily long-term investment approach.

Thomas Kerney is a financial advisor with Cooper Financial Services, Inc. He holds Series 65 and Series 66 designations and has 15 years of industry experience. His prior roles include positions at Independent Capital, LLC, Key Bridge Compliance, LLC, and CFS Securities, Inc., among others. Cooper Financial Services, Inc. provides financial planning, consulting, and investment management to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a combination of charting, fundamental, and technical analysis with strategies ranging from long-term investing to short-term trading, managing approximately $184 million in discretionary assets for about 1,335 clients.

Lukasz Thieme is a CFA® charterholder with three years of industry experience. He is currently with Waypoint Financial, LLC and has previously worked at Fanton Hill Capital Management, LLC and Iridian Asset Management, LLC. Waypoint Financial, LLC offers investment management, comprehensive financial planning, and standalone fundamental research to individuals, small businesses, and retirement plans. The firm emphasizes passive investment management using diversified, low-cost index funds and ETFs, while also providing non-discretionary fundamental research and 401(k) participant education.

Facundo Rawson is a financial advisor at Acanto, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Patagonia Capital Advisors, LLC, where he serves as Managing Director focusing on corporate advisory and business development. Acanto is a fee-based investment adviser providing discretionary and non-discretionary portfolio management, financial planning, and quantitative trade-signal services to a range of clients including individuals, trusts, and small businesses. The firm employs a proprietary, model-driven investment approach that combines momentum-based signals with risk parity across U.S. equities and multi-asset ETF/REIT strategies.

George Waters is a CFP® professional with 22 years of industry experience. He is affiliated with Infiniti Wealth Management, where he has worked since 2003 through Durante & Waters, LLC. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning services to individuals, trusts, and estates. The firm focuses on asset allocation and diversification using mutual funds, ETFs, and other low-correlation securities, delivering tailored portfolios through ongoing consultations and regular account reviews.

Kevin Kennedy is the sole advisor at Kennedy Wealth & Tax Management, LLC in Southbury, CT, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Kennedy Wealth & Tax Management since 2014 and has also been associated with Kennedy & Company, P.C. since 1995. Outside of his advisory role, he serves as president of the Pomperang Office Park Condominium Association. Kennedy Wealth & Tax Management serves individual and high-net-worth clients, trusts, estates, and employer retirement plans, providing discretionary asset management, comprehensive portfolio management, financial planning, and pension consulting. The firm integrates tax preparation and corporate-structure advice through its affiliation with a related CPA firm and employs an efficient-markets investment approach with portfolios reviewed at least semiannually.

Michael Butler is a financial advisor at Cooper Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has been working with CFS Securities, Inc. and Cooper Financial Services since 2014. In addition to his advisory role, he is a silent partner member of Butler Insurance Group, LLC. Cooper Financial Services provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of investment strategies tailored to client objectives and manages approximately $184 million in discretionary assets.

Kyle Matson is a CFP® professional with six years of experience in the financial industry. He has worked at Matson Financial Advisors, Inc. since 2020 and previously spent six years at Harrison and Star. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a comprehensive planning process and collaborative, plan-driven portfolio construction, offering investment advice combined with retirement, tax, estate, insurance, and education planning.

Jason Arena is a financial advisor with Investmark Advisory Group LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Contour Mortgage, Umergence LLC, Gramercy Securities, Inc., and Catum Advisory Group, where he also managed investment strategy and relationship management. Outside of advisory work, he has been involved in financial modeling and analysis for small businesses including Luxury Zoo, LLC and AAA Office Furniture. Investmark Advisory Group serves individual clients, retirement plans, and businesses by providing asset management, financial planning, and managed account services. The firm employs risk-based model strategies using a variety of funds and securities, offering both advisor-directed and discretionary portfolio management tailored to client objectives.

Richard Purkiss Jr. is a CFP® with 23 years of industry experience, currently serving at Purkiss Capital Advisors, LLC, where he has worked since 2001. He is the board chair and investment committee member at Wooster School, overseeing its endowment investments at Vanguard. Purkiss Capital Advisors provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm uses a fundamental analysis framework to build tailored portfolios focusing on absolute returns within clients’ risk tolerances and regularly monitors and adjusts allocations.

James Mahoney is a financial advisor with Investmark Advisory Group LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with multiple firms, including Commonwealth Financial Network and Essex Capital Advisors, and is a partner and trustee at Mahoney Sabol & Co., a CPA firm. Investmark Advisory Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, and businesses, utilizing model-based and advisor-directed accounts supported by a team of ten advisors.