Michael Milevoi is a CFP® and Series 65-licensed financial advisor at TKG Wealth Advisers LLC with two years of industry experience. Before joining TKG Wealth Advisers in 2024, he worked at SHI International and held positions at Rowan University and Colonia High School. He is the owner of Mileboy Holdings LLC, a non-investment-related valet service business. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and is known for its operational ties to an affiliated accounting practice, enabling combined service offerings and cross-referrals.

Nicholas Scaturro is a financial advisor at AtCap Partners, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including National Asset Management and National Securities Corp. Outside of his advisory role, he has experience working with community organizations and educational institutions. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and options.

Taylor Conrad is a financial advisor at Argus Investors' Counsel, Inc. based in New York, NY, holding a Series 65 designation with three years of industry experience. His work history includes roles at Argus Research and Freedom Boat Club. Argus Investors’ Counsel provides discretionary portfolio management to individuals and institutions, focusing on bottom-up stock selection and a long-term, low-turnover approach. The firm also licenses model portfolios and offers consulting services to other investment advisers, distinguishing itself through integration with Argus Research and a diverse range of specialized investment strategies.

John Prokop is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He has been with Tilson Financial Group, Inc. since 2013. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, multi-asset class portfolios with a focus on asset allocation, diversification, and rebalancing.

James Bashall is a Series 65-licensed financial advisor with two years of industry experience. He is currently with NerdWallet Wealth Partners, LLC, joining the firm in 2025. Prior to this, he held roles at Future You Wealth, Anchor Capital, and Step Advisory. 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 a primarily passive, asset-class-weighted investment approach supplemented by third-party sub-advisers for specialized strategies and offers comprehensive ongoing account monitoring and planning services.

Nicholas Hoy is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He has been with Wiss & Company, LLP since 2024. Wiss Private Client Advisors is a ten-advisor team managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis to tailor diversified portfolios that include mutual funds, ETFs, individual securities, and independent managers, and it offers a range of wealth management and consulting services.

Braden Schipke is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience. He has been with The GenWealth Group, Inc. since 2011 and previously worked at Purshe Kaplan Sterling Investments and LPL Financial. Outside of his advisory role, Schipke serves as Vice President and board member of Family Connections, Inc., a nonprofit organization. The GenWealth Group, Inc. advises individual and high-net-worth clients through discretionary portfolio management, financial planning, and an automated investment program primarily using ETFs with an ESG screening process. The firm manages approximately $661 million across 300 clients and operates a licensed insurance agency, offering a range of investment and insurance services through its five-advisor team.

Peter Mc Ginley is a CFP® professional with eight years of experience, currently serving as an advisor at NerdWallet Wealth Partners, LLC. Before joining NerdWallet Wealth Partners in 2025, he worked at Bank of New York Mellon, N.A. from 2017 to 2025. He is based in New York, NY. 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 manages portfolios primarily through passive, asset-class-weighted strategies supported by fundamental analysis and offers access to alternative investments and specialized sub-adviser mandates.

Annamalai Ramaswamy is a financial advisor with Rose Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Goldman, Sachs & Co., Neuberger Berman BD LLC, and Saxony Securities, Inc., among others. He is also involved with Banyan Bridge Technology and Banyan Bridge Consulting LLC. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach complemented by technical indicators, manages private fund-of-funds, and offers both discretionary and non-discretionary portfolio management.

John Eade is a Series 65-licensed financial advisor with six years of industry experience, currently serving at Argus Investors' Counsel, Inc. He has been associated with Argus Research Group since 1989. Argus Investors’ Counsel provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutions such as investment companies, pension plans, and charitable organizations. The firm’s investment approach emphasizes bottom-up stock selection and a long-term, low-turnover strategy for its Core Equity portfolios, and it also offers specialized strategies and model portfolio licensing to other advisers and platform sponsors.

Robert Epstein is a financial advisor at Access Wealth with 19 years of industry experience. He holds a Series 65 designation and has been with Access Wealth Planning LLC since 2007. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm uses principles of Modern Portfolio Theory and an investment committee to construct diversified portfolios and evaluate third-party managers.

Sean Hollitz is a financial advisor at BlackDiamond Wealth Management, LLC with 22 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining BlackDiamond in 2018, he worked at Purshe Kaplan Sterling Investments and MML Investors Services Inc. Outside of his advisory role, he owns and manages an independent property and operates an insurance agency focused on property, casualty, life, disability, and long-term care insurance. BlackDiamond Wealth Management is an SEC-registered firm with a seven-person team managing approximately $424 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a generally long-term, diversified investment approach using low-cost mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and may utilize independent managers and various security types to meet client needs.

Jeremy Zuke is a financial advisor at Abundo Wealth in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Evernorth, MDLIVE, and Walgreens. Abundo Wealth offers comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing and provides advice through a client portal and financial planning software, maintaining a subscription-based fee structure and no discretionary trading authority.

Eleanore Szymanski is a CFP® professional with 18 years of industry experience, currently serving at Access Wealth. She has worked at The Financial Planning Answerplace, LLC since 2012 and at EKS Associates, LLC since 2000. Access Wealth serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm employs Modern Portfolio Theory principles, utilizing an investment committee to construct diversified models and regularly monitoring and rebalancing client portfolios.

Robert Giarraffa is a financial advisor with New Horizons Wealth Management in Cedar Knolls, NJ, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has worked at New Horizons Wealth Management since 1982 and at TFS Securities, Inc. since 1987. Outside of his advisory role, he has authored an autobiography. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients, families, and businesses across various income levels. The firm employs a modern portfolio theory-based approach that integrates active and passive mutual funds and ETFs, along with financial planning tailored to clients’ objectives and risk tolerance.

Scott Ungar is a financial advisor with Blackdiamond Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Blackdiamond Wealth Management since 2017 and previously worked at MML Investors Services from 2011 to 2018. Ungar is also a licensed independent insurance agent. Blackdiamond Wealth Management LLC is an SEC-registered advisory firm with a seven-person team managing approximately $424 million for about 371 clients. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and ERISA retirement plan advisory services with a generally long-term, diversified investment approach.

Joseph Varvara is a financial advisor at AtCap Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Securities Corp and National Asset Management. Outside of advisory work, he owns JEGA Consulting, a non-investment-related accounting and tax business. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and other entities. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and options.

Colleen Sorrentino is a CFA® charterholder with over 33 years of industry experience. She has been with Kelleher Financial Advisors, LLC since 2003 and is also affiliated with Wall Street Access. Kelleher Financial Advisors provides investment advisory services to individuals, families—including high net worth clients—trusts, institutions, corporations, and pension plans. The firm offers discretionary and limited non-discretionary account management, third-party money manager selection and monitoring, and family office consulting, with distinct divisions focused on long-term equity management, balanced portfolios, and value-oriented concentrated equity strategies.

Jeffrey Halpert is a financial advisor with Jeffrey Matthews Wealth Management, LLC in Florham Park, NJ, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with The Jeffrey Matthews Financial Group, L.L.C. since 1996. Outside of advisory services, he is an independent insurance agent and may receive referral compensation from a real estate advisory firm. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension plan participants, trusts, and charitable institutions. The firm offers portfolio management programs with buy-and-hold and active trading strategies, and clients may choose discretionary or non-discretionary account management.

Alan Reef is a financial advisor at Cary Street Partners Asset Management with six years of industry experience. He holds a Series 65 designation and previously worked at Tradition Asset Management from 2013 to 2020. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a combination of quantitative asset allocation and qualitative fundamental analysis across its model portfolios and separate accounts, and it manages a proprietary actively managed ETF along with wrap fee and model programs.