Chad Morganlander is a financial advisor at Washington Crossing Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Washington Crossing Advisors and Stifel since 2007. Washington Crossing Advisors provides investment management services primarily to high-net-worth individuals, defined benefit plans, investment companies, and other financial institutions. The firm offers value-oriented equity strategies, dividend-focused approaches, tactical ETF-based asset allocation, and blended balanced strategies, delivering models and discretionary management through wrap fee programs and model platforms.

Thomas Hayes is a financial advisor at Great Hill Capital, LLC with 13 years at the firm and three years of industry experience. He holds a Series 65 designation. Great Hill Capital manages discretionary portfolios and separately managed accounts primarily for high-net-worth individuals, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis strategies, including the use of derivatives and leverage, and manages approximately $1.006 billion in assets with a unique fee structure based on tiered performance-based fees.

Richard Chen is a financial advisor at Veris Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Veris Wealth Partners since 2020. In addition to his advisory role, Chen is president of Richard L. Chen PLLC, a law firm he has operated since 2019. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies, incorporating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Ted Zhang is a financial advisor at Revere Asset with a Series 65 designation and two years of industry experience. Prior to joining Revere Asset Management, he worked at The College of William and Mary and held various roles including driving for Uber. Revere Asset provides discretionary investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment approach centered on its trademarked Grotection® strategy, combining technical and fundamental analysis.

Jeffrey Schwartz is a financial advisor with Access Wealth in Clifton, NJ, holding a Series 66 designation and 23 years of industry experience. He has been a partner at Gregory and Schwartz, a CPA firm, since 1991. He has worked at Access Wealth Planning LLC and Royal Alliance Associates, Inc. since 2001. Access Wealth serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and comprehensive financial planning. The firm uses Modern Portfolio Theory and an investment committee to construct diversified models and evaluate third-party managers.

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.

Damian Defex is a financial advisor at AtCap Partners, LLC in New York, NY, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Securities Corporation and National Asset Management. He is also affiliated with Ceros Financial Services, Inc. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a mix of fundamental and technical analysis to develop individualized investment strategies ranging from long-term holdings to short-term trading and options.

Ayelet Kindler is a CFP® with 26 years of experience in the financial services industry. She is currently with Valley Wealth Managers, Inc., where she has worked since 2023, and has prior experience at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, often holding individual securities alongside mutual funds and ETFs, supported by an investment committee and third-party services.

Michael Dwyer IV is a financial advisor at Strategic Family Wealth Counselors, L.L.C. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategic Family Wealth Counselors since 2017. Prior to his advisory roles, he worked at the University of Notre Dame from 2014 to 2018. Strategic Family Wealth Counselors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and other entities. The firm manages approximately $1.66 billion in assets and emphasizes individualized financial planning and fundamental analysis, using a combination of Independent Managers, mutual funds, ETFs, collective vehicles, and private placement opportunities for accredited investors.

Franklin Waung is a financial advisor at Watts Capital Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Catapult Systems and China Soft International. Outside of financial advising, he operates a translation service specializing in Chinese to English and is a partner at Cubic AI Technologies, managing partners' funds. Watts Capital Partners serves U.S. and non-U.S. individuals, families, business owners, and enterprises by providing financial planning, wealth management, and investment management services. The firm uses a documented planning process and employs a range of strategies including core, tactical, and alternative investments, with proprietary quantitative models and options strategies.

Mark Weisholtz 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 2006. In addition to his advisory role, he has operated Mark Weisholtz CPA since 1982. Access Wealth serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management and comprehensive financial planning, employing Modern Portfolio Theory and an investment committee to guide diversified investment strategies.

Timothy Kingsbury is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has worked at Veris Wealth Partners, LLC since 2019 and previously spent six years at Wetherby Asset Management. Veris Wealth Partners, LLC advises endowments, foundations, high-net-worth individuals, and families, offering investment management, financial planning, OCIO, and consulting services. The firm emphasizes sustainable and impact investing with ESG integration, employing a goals-based process and an Inclusion and Belonging framework in its manager due diligence.

Michael Koch is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding a Series 66 license and 24 years of industry experience. He has worked at LPL Financial since 2018 and previously spent ten years at INVEST Financial Corporation. Koch also operates MGK Wealth Management, a DBA for his LPL business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm focuses on diversified, asset-allocation portfolios and employs risk-profiling technology to tailor strategies to client needs.

Julian Lecraw III is a financial advisor with Wellington Shields Capital Management, LLC in New York, NY. He holds Series 63 and Series 65 credentials and has nine years of industry experience, all with Wellington Shields & Co. since 2017 except for a one-year period of unemployment. Wellington Shields Capital Management provides discretionary and non-discretionary portfolio management services to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $1.17 billion across several hundred accounts and employs a combination of fundamental and technical analysis, alongside long- and short-term strategies, including options and margin use where appropriate.

Todd Zangrilli is a financial advisor at Alden Investment Group with 42 years of industry experience. He holds the Series 63 designation and has worked at several firms, including Wells Fargo Advisors LLC and Cantella & Co., Inc. Zangrilli is also an investor in rental properties through two limited liability companies. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers and offers specialized services in retirement programs and executive benefits for small and mid-sized employers.

Jack Wooton is a financial advisor at Aptus Financial, LLC with a Series 65 designation and two years of industry experience. His work history includes roles at Aptus Financial since 2023 and prior experience at Trusty Oak and Incontext Creations. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm emphasizes financial planning over discretionary portfolio management, focusing on passive, long-term indexing, asset allocation, and client education through regular interactions and targeted programming.

Gary Ribe is a CFP®, CFA®, and holds a Series 66 license with 17 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously at MACRO Consulting Group from 2015 to 2018. He serves on an oversight board for a company currently in the process of liquidating. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to individuals, trusts, charitable organizations, corporations, estates, and financial institutions. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers a Client Alignment Program that passes economies of scale back to clients through fee waivers.

Edward Swikart III is a CFP® professional with 44 years of industry experience, currently with CFS Investment Advisory Services LLC since 2018 and previously with the firm from 1995 to 2018. His background includes positions at EF Legacy Securities, LLC and Edelman Financial Services, LLC. He serves as an officer for Friends of Penn Sailing, a volunteer organization that raises funds for Penn Sailing’s varsity team. CFS Investment Advisory Services, LLC provides financial planning, consulting, investment management, and retirement plan consulting for individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $2.73 billion in assets and employs a tailored, multi-asset approach with ongoing monitoring and review processes for its clients.

Steve Garrett is a financial advisor at Revolve Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Revolve Wealth Partners since 2023, following a prior role at VIA Insurance & Financial Services beginning in 2014. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and business clients. The firm manages portfolios using a range of investment vehicles and emphasizes growth and value integration, global diversification, and tax sensitivity.

Peter Mcrae is a CFP®-certified financial advisor with 21 years of industry experience, currently serving at McRae Capital Management Inc. since 2004. He holds Series 63 and Series 65 licenses and works from Morristown, NJ as part of a five-advisor team. McRae Capital Management provides discretionary investment management and financial planning services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamental, long-term investment approach with tailored asset allocation and offers financial planning through CFP-qualified professionals at no additional charge.