Michael Kirkland is a Series 66-registered financial advisor with 15 years of industry experience. He has been with Personal CFO Solutions LLC since 2013. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients, providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm emphasizes longer-term allocations through mutual funds and ETFs, employs a formal third-party manager vetting process, and manages approximately $1.375 billion in discretionary assets across a multi-advisor team.

David Guarino is a ChFC® credentialed advisor at Covenant Asset Management, LLC with six years at the firm and a total of two years in the financial industry. His prior work experience includes roles at Regent University, TIP Medical Communication, Liquid Church, and Nitroflex Fitness. Outside of advising, he was involved with Nitroflex Fitness for nine years. Covenant Asset Management serves affluent individuals, families, businesses, and nonprofit organizations, offering portfolio management and financial planning services. The firm employs a thematic, growth-at-a-reasonable-price strategy combined with dividend appreciation, fundamental and technical analysis, and options strategies for income and downside protection.

Joseph Trucano is a CFP® professional with 14 years of industry experience, currently serving at Oliver Luxxe Assets LLC. He has worked at Oliver Luxxe Assets and Purshe Kaplan Sterling Investments since 2014. His role includes fully servicing all aspects of client relationships, report management, and trade support. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a multi-factor quantitative screening process and fundamental research to manage diverse strategies through proprietary model portfolios and affiliated private funds.

Nathaniel Hodgson is a financial advisor at Prestige Wealth Management Group, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc., Triad Advisors, and Applegate. In addition to his advisory role, Hodgson serves as a notary and works in operations and compliance for Prestige Wealth Management Group. Prestige Wealth Management Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies across multiple asset classes and has affiliations with an accounting firm and an SEC-registered adviser sponsoring Unified Managed Accounts.

Eric Lathrop is a financial advisor with Aurora Private Wealth, Inc., holding a Series 66 credential and 16 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Insight Private Advisors. Outside of his advisory role, Lathrop is a Senior Wealth Advisor involved in fixed insurance and fixed annuities. 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, consulting, and investment management through a team of 18 advisors managing approximately $374 million in assets, utilizing both individual and model portfolios as well as third-party platforms.

Bryan Landadio is a CFP® professional with 19 years of industry experience, currently serving at Personal CFO Solutions LLC since 2011. He holds Series 63, 65, and 66 licenses. Outside of his advisory work, he is a passive member of National Advisors Group, LLC, an insurance business. Personal CFO Solutions serves individuals, high-net-worth clients, and various institutional clients, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes longer-term investment allocations through mutual funds, ETFs, and independent managers, supported by an internal investment committee and ongoing account reviews.

Jason Zalarick is a financial advisor at Synergy Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equity Advisor Solutions from 2012 to 2020 before joining Synergy Financial Management in 2020. Synergy Asset Management provides wealth management and financial planning services to individual and high-net-worth investors, business owners, trusts, retirement plans, and other financial advisors. The firm employs a combination of tactical asset allocation and fundamental and technical analysis across proprietary strategies, managing both separately managed accounts and pooled investment vehicles.

Brad Jacobson is a financial advisor with Oliver Luxxe Assets LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Oliver Luxxe Assets LLC since 2014. Outside of his advisory role, Jacobson is involved as a partner in Poe Yoga LLC, a business offering hot yoga classes, where he assists with accounting and operations. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management to individual and institutional clients, including pension plans, trusts, and family offices. The firm uses a multi-factor proprietary quantitative screening process combined with fundamental research to implement diversified investment strategies across equities, fixed income, ETFs, and third-party managers.

Benjamin Ostrove is a financial advisor with Personal CFO Solutions LLC, holding a Series 66 designation and 20 years of industry experience. He worked at Ayco from 2004 to 2017 before joining his current firm. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients with comprehensive financial planning, consulting, and discretionary portfolio management. The firm emphasizes longer-term allocations using mutual funds and ETFs, employs tactical short-term trades in limited cases, and combines an in-house wrap program with a third-party manager vetting process.

Matthew Biedron is a financial advisor with Oliver Luxxe Assets LLC, holding a Series 65 designation and nine years of industry experience. He has been with Oliver Luxxe Assets since 2015. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to individual and institutional clients, including pension and profit-sharing plans, trusts, charitable organizations, and family offices. The firm employs a proprietary multi-factor quantitative screening process combined with fundamental research, managing a variety of equity and income strategies through model portfolios and sub-advisers.

Nalby Nouh is a financial advisor at Prestige Wealth Management Group, LLC with one year of industry experience. He previously worked at Beacon Trust for four years and attended Seton Hall University. Prestige Wealth Management Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management and standalone financial planning. The firm offers a variety of strategies and investment vehicles, and is affiliated with other financial and accounting service providers.

Donald Weir Jr. is a financial advisor at Covenant Asset Management, LLC in Chester, NJ, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Covenant Asset Management since 2010. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations, offering discretionary and non-discretionary portfolio management along with financial planning and retirement-plan advisory services. The firm employs a thematic, growth-at-a-reasonable-price (GARP) investment approach combined with dividend appreciation, fundamental and technical analysis, and a fixed-income laddering strategy.

John Guarino is a CFA® charterholder with 13 years of industry experience. He has been with Covenant Asset Management, LLC since 1999. Outside of his advisory role, he is a managing member and 50% owner of Covenant Real Estate Ventures, LLC, a business involved in real property management. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations, offering discretionary and non-discretionary portfolio management along with financial planning and retirement-plan advisory services. The firm employs thematic, growth-at-a-reasonable-price strategies combined with dividend appreciation, fundamental and technical analysis, tax efficiency, and fixed-income laddering.

Georges Boyer is a financial advisor with Wellington Shields & Co., LLC in Peapack, NJ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Wellington Shields & Co. since 2009 and has also worked at H. G. Wellington & Co., Inc. since 1998. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships and uses a range of investment methods, including fundamental and technical analysis, options strategies, and third-party manager selection.

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.

Timothy Rowe is an investment advisor with Covenant Asset Management, LLC, holding a Series 63 designation and over 21 years of industry experience. He has worked with Comprehensive Capital Management, Inc. and Comprehensive Asset Management and Servicing, Inc. since the early 2000s. Outside of his advisory role, Mr. Rowe is a managing member and 50% owner of Covenant Real Estate Ventures, LLC, which focuses on real property management. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a thematic, growth-at-a-reasonable-price strategy combined with dividend appreciation and uses options strategies for downside protection and income enhancement.

William Williamson III is a financial advisor at Gladstone Wealth Partners with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities and Sovereign Bank. Outside of his advisory role, he is involved in non-variable insurance activities. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through independent adviser representatives and offers discretionary portfolio management, third-party manager access, and ERISA-related plan services.

Glenn Toussaint is a CFP® and ChFC® with 41 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC since 2015. He has been involved in insurance sales since 1983 and maintains a side activity as a musician, selling recordings since 2013. Additionally, he acts as a consultant facilitating referrals between film producers and finance companies, and is a partner in a consulting entity receiving referral fees for fuel products. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction and offers discretionary and non-discretionary management, financial planning, and access to third-party manager programs.

Salvatore Gambino is a financial advisor at Gladstone Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA and LPL Financial. Gambino provides investment advisory services through independent firms affiliated with his practice. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent adviser representatives who utilize discretionary portfolio management and third-party resources tailored to client needs.

Ronald Vanhorn is a financial advisor with Private Client Services, LLC, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Private Client Services since 2010. Outside of his advisory role, he is involved in community organizations including serving as a board member of the Concord Ridge Homeowners Association and volunteering with the Flemington Lions Club. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing over $1 billion across more than 3,200 client accounts.