Gerald Brown is a CFP® and Series 65-licensed financial advisor at Maltin Wealth Management, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott and Ernst and Young LLP before joining Maltin Wealth Management in 2022. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm combines macroeconomic analysis with fundamental and technical security selection to build diversified portfolios, using mutual funds, ETFs, structured notes, options, and individual securities, and offers multi-generational planning and continuous client reviews.

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.

Joey Casolaro is a CFP® professional with six years of experience at HIGHLAND Financial Advisors, LLC. He previously worked at Moisand Fitzgerald Tamayo, LLC and Newbridge Securities Corporation. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm focuses on wealth and investment management using Modern Portfolio Theory and strategic asset allocation, employing diversified mutual funds and ETFs alongside fundamental analysis and third-party research.

John Moynihan is a CFP® with 24 years of industry experience. He is currently with Accretive Wealth Partners, LLC, where he has worked for one year following a 20-year tenure at Waterstone Wealth Advisors, LLC. Moynihan holds a Series 63 license and is based in Parsippany, NJ. Accretive Wealth Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a long-term investment approach combining fundamental and technical analysis, with portfolio construction that may include mutual funds, ETFs, individual securities, and options.

John Bartlett is a CFP® with 13 years of industry experience, currently serving at CFS Investment Advisory Services LLC since 2012. He previously worked at Cambridge Investment Research, Inc. Bartlett volunteers as a coach at Animal CrossFit in Lyndhurst, NJ, and owns Harrisons Bagel Shop in Harrison, NJ. CFS Investment Advisory Services LLC provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and employs a tailored investment approach using mutual funds, ETFs, individual securities, and Independent Managers.

Eric Furey is a CFP®, CFA®, and Series 65 registered advisor with 16 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously at Regent Atlantic for ten years. Accretive Wealth Partners, LLC provides wealth management, investment management, and financial planning services to a diverse client base including individuals, trusts, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, stocks, bonds, and options.

Chelsea Ransom Cooper is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Zenith Solutions, LLC since 2020 and previously held roles at Baker Avenue Asset Management LP, Brunch & Budget, and Ernst & Young. Cooper is the founder of Women with Equity, an organization focused on empowering women to build wealth through equity. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm manages approximately $102 million in discretionary assets and serves entrepreneurs and employer-sponsored plans, employing a combination of active and passive investment strategies along with client-specific investment policy statements.

Eileen Connolly is a financial advisor at Wellington Shields Capital Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Wellington Shields & Co., LLC since 2009 and Shields & Company since 2001. Wellington Shields Capital Management, LLC offers discretionary and non-discretionary portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm employs a combination of fundamental and technical analysis across various strategies, including equity, options, and margin trading, while maintaining ongoing client monitoring and due diligence on third-party managers.

Austin Sweerus is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Fortis Group Advisors and LPL Financial since 2018 and previously spent seven years at INVEST Financial Corp. Outside of his advisory role, he is involved with Christopher Edwards Financial Associates LLP, an investment-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach, utilizing risk-profiling technology and third-party manager evaluations to tailor portfolios and financial plans.

Kenneth Botwinick is a Series 66 licensed financial advisor at Signature Wealth Management Partners, LLC with 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Linsco/Private Ledger Corp., and has been associated with Botwinick & Company, LLC since 1997, where he serves as a Certified Public Accountant and partner. His non-investment activities include accounting, audit, tax services, and consulting on business financing strategies. Signature Wealth Management Partners, LLC offers financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm manages customized and model-based portfolios using a range of securities and employs a blend of fundamental, technical, and cyclical analysis with periodic rebalancing.

Scott Brazina is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Capital Group and Tough Mudder. Outside of finance, he was involved with Bearded Brothers Landscaping as a self-employed individual. NerdWallet Wealth Partners is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as charitable organizations, through discretionary investment management and integrated financial planning. The firm employs a primarily passive, asset-class-weighted investment approach supplemented by fundamental analysis and offers specialized strategies via third-party sub-advisers.

Steven Longa is a financial advisor at Emissary Wealth with a Series 65 designation and three years of industry experience. Prior to joining Emissary Wealth in 2022, he played professional football in the National Football League from 2016 to 2020. Outside of advising, he owns and manages businesses in transportation and property management. Emissary Wealth serves a diverse client base including individuals, trusts, business entities, and charitable organizations, providing comprehensive financial planning and investment management services. The firm is noted for its role as adviser and manager of private pooled investment vehicles, alongside offering tailored portfolio management based on fundamental analysis and client-specific objectives.

Anthony Lupo is a CFP® professional with four years of industry experience, currently serving at Tilson Financial Group Inc in New Providence, NJ. He has been with Tilson Financial Group since 2010, contributing to a team of eight advisors. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, multi-asset class portfolios primarily constructed with mutual funds and ETFs, with asset allocation, diversification, and rebalancing as core elements.

Bruce Milove is a financial advisor at Access Wealth with 38 years of industry experience. He holds a Series 63 designation and has worked at Purshe Kaplan Sterling Investments since 2015. Milove has been involved with Access Wealth Planning LLC since 2001 and BAM Associates since 1985. 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, monitor portfolios, and evaluate third-party managers.

Stephen Kuchinski is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has previously worked with LPL Financial, MML Investors Services, and MassMutual. Kuchinski is also associated with The Fortis Agency, an insurance-related business. 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 integrating tax-aware considerations in its investment approach.

Adrian Morffi is a CFA® charterholder with nine years of industry experience, currently serving at Seabridge Investment Advisors LLC. He has been with Seabridge since 2011. Seabridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, private investment funds, and foreign investment vehicles. The firm manages global, equity-focused portfolios across various strategies and also serves other advisers as a discretionary sub-adviser.

Fahmin Fardous is a CFP® professional with three years of industry experience, currently serving as an advisor at Zenith Wealth Partners. He previously worked at PNC Bank for 12 years and held roles at Securities America, Inc. and Zenith Solutions, Inc. Outside of his advisory work, he manages investment property ownership responsibilities. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm employs a combination of active and passive investment strategies and offers services including estate and tax planning, private investment sourcing, and capital-raising support.

Tyler Allen is a financial advisor with Cornerstone Planning Group in Fairfield, NJ, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Cornerstone in 2022, he worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company from 2018 to 2022. Outside of financial advising, he tutors at the Huntingdon Learning Center. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to a diverse client base including individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs, and offers specialized ERISA fiduciary consulting services for plan sponsors.

Franco Allena is an advisor at VIM Wealth Management, LLC in New York, NY, holding Series 65 and Series 66 licenses. He joined VIM Wealth Management in 2026 and has prior experience at Random Creations Only Corp., Machinio Corp., Kelmer Group, and Martinez & Novebaci. VIM Wealth Management is a team-based investment adviser managing approximately $31 million for individuals, families, trusts, estates, businesses, charities, and qualified retirement plans. The firm uses a proprietary strategic asset allocation process and combines macroeconomic, fundamental, quantitative, and technical analysis to monitor and rebalance portfolios over time.

Miranda Pietrangelo is a financial advisor at Payne Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Morgan Stanley for five years. Payne Capital Management provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as to pension plans, trusts, estates, corporations, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes goal-oriented planning, risk management, and personalized service.