Karina Sales Linehan is a financial advisor at SageBroadview Wealth Management, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining SageBroadview, she worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. SageBroadview Wealth Management is a team-based firm serving individuals, including high-net-worth clients, and trusts and estates. The firm offers comprehensive wealth management and consulting services, emphasizing long-term, diversified investment strategies that incorporate Modern Portfolio Theory and use a combination of mutual funds, ETFs, and Dimensional Fund Advisors strategies.

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 with Aurora Private Wealth, Inc., holding a Series 63 designation and 38 years of industry experience. He has worked with Comprehensive Capital Management and APW Capital, Inc. for over two decades. Bello is also an independent insurance agent specializing in life and long-term care insurance. Aurora Private Wealth, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations by providing financial planning, consulting, and investment management through a team of 18 advisors managing approximately $374 million in assets. The firm employs a range of investment strategies and platforms tailored to client needs.

Gregory Nardolillo is an investment advisor with Aurora Private Wealth, Inc. and holds Series 63 and Series 66 licenses, with 33 years of industry experience. He has worked at firms including Summit Financial, LLC, Feltz Wealthplan, and LPL Financial. Outside of advisory roles, he owns Nardolillo Wealth Advantage, Inc. and serves as a brand ambassador for Kalo Brands, LLC. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm manages approximately $374 million in assets through a team of 18 advisors, offering financial planning and both discretionary and non-discretionary investment management using a variety of strategies and third-party platforms.

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.

Justin Forik is a financial advisor with Personal CFO Solutions LLC in Chester, NJ. He holds a Series 65 designation and has eight years of industry experience. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients, offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm emphasizes fiduciary planning with regular client reviews and uses a variety of investment tools including independent manager allocations and tactical short-term trading.

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.

Jared Bailey is a financial advisor at OneAscent Financial Services LLC with over 15 years in the industry. He holds the Series 66 designation and previously worked at LPL from 2011 to 2025 before joining OneAscent. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions through various advisory teams. The firm offers a range of services including asset management, financial planning, and consulting, using individualized asset-allocation strategies and multiple platform solutions.

James Rich is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Quotient Wealth Partners, LLC. He previously worked at Goldman Sachs Personal Financial Management for seven years and held a position with the United Postal Service. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs diversified portfolios with tax-aware strategies and uses multiple custodians and technology platforms to manage client assets.

Brian Schaaf is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining OneAscent, he worked at Purshe Kaplan Sterling Investments and Nexus Peer Financial Coaching. Outside of his advisory role, he co-owns and operates two data analysis and aggregation businesses, Cobalt Capital Group LLC and True Edge LLC. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting through multiple advisory teams and various investment platforms.

Scott Mackenzie is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Insight Private Advisors. He is involved in insurance sales and marketing activities across multiple entities, including serving as a managing member of a fixed insurance sales firm. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of asset management and financial planning services through individualized strategies, model-based platforms, and third-party manager oversight.

Blane Tierney is a financial advisor with Realta Investment Advisors, Inc., holding a Series 63 designation and 37 years of industry experience. He has worked with Realta since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension plans, and institutional clients. The firm emphasizes individualized advice based on client goals and risk tolerance and offers portfolio management through various strategies and third-party managers.

Edward Munoz is a financial advisor at FourStar Wealth Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Principal Securities, and MetLife Securities. Outside of his advisory role, Munoz serves as a soccer referee in Sparta Township, NJ. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs both fundamental and technical analysis to tailor discretionary portfolios across various asset classes and also manages private funds.

Arthur Grutt Jr. is a financial advisor with Capitol Securities Management, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Capitol Securities in 2019, he worked at LPL Financial and has been involved with Cambridge Life Brokerage LLC since 2006, where he serves as president overseeing employee benefits brokerage operations. Capitol Securities Management provides brokerage and advisory services to individuals, corporate and charitable clients, trustees, and plan sponsors. The firm offers comprehensive financial planning, pension consulting, insurance products, and manages assets through various programs including separately managed accounts and third-party money managers.

Michael Kapp Jr. is a financial advisor at B. Riley Wealth Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with B. Riley Wealth Advisors since 2022, following prior roles within the B. Riley organization dating back to 2010. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services through various managed account structures and proprietary asset allocation models.

Mark Charnet is a financial advisor with CoreCap Advisors who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with CoreCap Advisors since 2018 and also serves as president of American Prosperity Group, Inc., an insurance and annuity sales business operating under a franchising model. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an emphasis on long-term, relationship-oriented investment strategies.

Angela Hopkins is a financial advisor with Capitol Securities Management, Inc. in Sparta, NJ, holding a Series 66 designation and 19 years of industry experience. She has been with Capitol Securities since 2009 and previously worked at Talbots from 2018 to 2020. Outside of her advisory role, she serves on the Membership Committee for BNI Business Developers, where she engages with and monitors membership. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm offers asset management through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios, with investment advice delivered by its network of representatives who manage accounts using a range of securities and strategies.

Richard Gopin is a CFP® with 35 years of experience in the financial services industry. He is currently affiliated with Madison Avenue Securities, LLC and is the owner and president of Concordia Financial Group, Inc., where he is involved in the sales of life, disability, long-term care insurance, and fixed annuities. He has been with Madison Avenue Securities since 2005 and Concordia Financial Group since 2004. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of investment advisory services and account platforms, employing diverse analytical and allocation strategies.

James Mcgeehin is a financial advisor with Gladstone Wealth Partners in Hackettstown, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017, and prior to that spent 13 years with PNC Investments. Mcgeehin also provides investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and monitor accounts, often utilizing third-party managers and technology to serve qualified plans and held-away retirement accounts.

Bruce Fitzsimmons is a financial advisor at Quotient Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Goldman Sachs Personal Financial Management, Girard Securities, Cetera Advisor Networks, and Mercer Allied Company. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for about 1,900 clients through a team of 26 advisors and employs diversified portfolios using various investment vehicles, informed by fundamental and cyclical analysis and tax-aware strategies.