Colin Heafy is a financial advisor with Key Group Management, Inc. in Ramsey, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance, and National Planning Corporation. Outside his advisory work, he is a partner in software development for client onboarding and maintains a real estate license for personal use. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm provides non-discretionary investment advice and integrates tax and accounting resources through its affiliation with Key Group Tax Services.

Richard Wolffe is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has been with TSP Capital Management Group, LLC since 2004. Wolffe serves on the boards of several non-profit charitable institutions and is a member of an investment club. TSP Capital Management Group provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, business entities, and an investment club. The firm manages customized portfolios focused on publicly traded equities and investment-grade corporate debt, using a combination of fundamental and technical analysis to align investments with clients’ objectives.

Ronald Geffen is a financial advisor at ELCO Management Company, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at RMB Capital Management and Revere Securities LLC. He has been with ELCO since 2019. ELCO Management Company, LLC provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans through separately managed accounts and a private pooled vehicle. The firm employs a combination of fundamental and technical analysis, including options and leverage strategies, and oversees sub-advisors for sector-focused portfolios.

John Chapel is a financial advisor at Aurora Private Wealth, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Insight Private Advisors. Chapel has been with Aurora Private Wealth Management and APW Capital since 2019. 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 services through a team-based approach, managing approximately $374 million in assets.

Barbara Leclerc is a CFP® and CFA® with five years of industry experience. She has been with Bridgewater Advisors Inc. since 2003. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation across traditional and alternative asset classes, using a combination of actively managed and index-related strategies, and conducts due diligence on third-party managers as part of its investment process.

Katherine Jimerson is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and four years of industry experience. She has been with Fortis Group Advisors and LPL Financial since 2021 and is also involved with The Fortis Agency. Outside of her advisory work, she has experience in basketball coaching and education roles. 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 tax-aware strategies.

Roderick McRae III is a CFP®, CFA®, and Series 63 credentialed advisor with 23 years of industry experience. He has been with McRae Capital Management Inc. since 1997. Outside of his advisory role, he serves as a trustee of the Fred Fatzler Foundation. McRae Capital Management provides discretionary investment management and financial planning services primarily to high-net-worth and institutional clients. The firm emphasizes fundamental, long-term analysis and tailored asset allocation, generally focusing on buy-and-hold strategies while employing more complex techniques under specific circumstances.

Robert Keating is a financial advisor at WealthPlan Investment Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Securities America, Inc., and OSAIC. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services for a diverse client base including individuals, high-net-worth clients, and institutional entities, utilizing model-based strategies and various investment vehicles.

Nadav Schwartz is a financial advisor with IDB Lido Wealth, LLC in New York, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior experience includes roles at Family Care, Sanford C. Bernstein & Co., LLC, and UBS Financial Services. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York, offering investment management, financial planning, family office, and retirement and estate planning services to a range of clients including high-net-worth individuals and institutions. The firm employs an integrated wealth management approach with multi-asset allocations and utilizes affiliated sub-advisers and related service entities as part of its strategy.

Eric Traphagen is a financial advisor at Traphagen Financial Group with eight years of industry experience. He has been with the firm since 2017 and previously worked for Local One I.A.T.S.E. from 2001 to 2017. He holds the Series 65 designation. 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 combines fundamental and technical analysis, offers discretionary investment management and fee-for-service planning, and integrates tax and accounting services through its affiliation with an accounting practice.

Michael Stern is a financial advisor at Point Windward Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beech Hill Advisors, Inc. since 2010. Beech Hill Advisors, Inc. provides discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, pension and profit-sharing plans, and other entities. The firm combines fundamental, quantitative, qualitative, and technical analysis methods, including short sales and option writing, to manage approximately $358.6 million in client assets.

Ashish Sharma is a CFA® charterholder with 11 years at DGS Capital Management and 3 years of industry experience. He is based in Jersey City, NJ, and works as part of a four-advisor team at the firm. DGS Capital Management serves registered investment advisors, wealth managers, and high-net-worth individuals through sub-advisory and separately managed accounts. The firm employs a systematic, quantitative approach with an emphasis on direct indexing strategies that incorporate tax management, factor tilts, and ESG customizations.

Jacques Freeman is a CFP® professional with eight years at Bridgewater Advisors Inc. and a total of five years in the financial industry. He previously worked at Monarch Business & Wealth Management for four years. Based in New York, NY, he is part of a 14-advisor team at Bridgewater Advisors. Bridgewater Advisors Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes strategic asset allocation across traditional and alternative asset classes using a combination of actively managed and index-related strategies.

Paul Plemenos is a financial advisor with MRA Advisory Group in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He joined MRA Advisory Group in 2017 after working at Ameriprise Financial Services from 2015 to 2017. Outside of his advisory role, he owns WE Racing, an automobile racing business. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, managing both retail and high-net-worth clients. The firm uses risk-based model portfolios overseen by an Investment Committee, offers customized solutions including Biblically Responsible Investing, and delivers financial planning through a subscription-based mobile app alongside affiliated tax and insurance services.

John Swikart is a CFP® with eight years of industry experience, currently serving at CFS Investment Advisory Services LLC. His background includes roles at Wealthspire Capital, Wealthspire Advisors, Charles Schwab Bank, and Network 1 Financial Securities. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting to individuals, pension plans, trusts, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets, tailoring portfolios with mutual funds, ETFs, individual securities, and Independent Managers, and offers both discretionary and non-discretionary services.

Ryan Hulsebos is a financial advisor with Regency Wealth Management in Ramsey, NJ, holding a Series 66 designation and two years of industry experience. His work history includes roles at LPL Financial, Cangelosi Wealth Management, CETERA Financial Specialists LLC, and Northwestern Mutual. Outside of financial services, he has freelance experience as a bartender and sports broadcaster. Regency Wealth Management is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, foundations, and charitable organizations, typically with investible assets above $1 million. The firm provides wealth management, portfolio management, financial planning, and retirement plan consulting, using both fundamental and technical analysis to construct portfolios with a focus on long-term holdings while incorporating shorter-term trades and option strategies as appropriate.

Ruben Ramirez Jr. is a financial advisor with Fortitude Advisory Group L.L.C. in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Quint Capital, Eagles Coast Capital, Private Advisor Group, LPL Financial, Halen Capital, and Advisors Asset Management. He is also CEO and Chief Investment Officer of Fortitude (DBA ProActive Planning Partners) and Co-Founder/CEO of P3 Asset Management. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm offers portfolio management and financial planning through a network of financial advisors and operates multiple affiliated entities, including P3 Asset Management.

Michael Devizio is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at LPL Financial, LLC and MML Investors Services, including MassMutual, from 2013 to 2019. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management and financial planning, utilizing risk-profiling technology and third-party manager evaluation to tailor client solutions.

Brandon Apisa is a CFP® and holds a Series 66 license, with four years of experience in the financial services industry. He has worked at The GenWealth Group, Inc. since 2025 and previously held roles at OmniGrowth Wealth Professionals, Mass Mutual Investors Services, and Equitable Advisors, among others. The GenWealth Group, Inc. advises individual and high-net-worth clients through discretionary portfolio management and financial planning, using an ETF-based investment approach that incorporates ESG criteria and tactical positions as appropriate. The firm manages approximately $661 million for about 300 clients and operates as a licensed insurance agency, offering additional services including educational seminars and charitable initiatives.

John Sebastiano is a financial advisor with Pegasus Asset Management Inc in Morristown, NJ, holding five years of industry experience. He has worked previously at Sports & Entertainment Investment Advisers, LLC and has been involved with the Pegasus Group since 2001. Outside of his advisory role, he is a member of F&S Enterprises, LLC, a real estate maintenance business. Pegasus Asset Management, Inc. provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, business entities, and other investment advisers. The firm develops personalized investment objectives and employs asset allocation across equities, fixed income, mutual funds, and ETFs, with strategies that may include covered-call options and defined asset-allocation models.