Andrew Bruen is a financial advisor with Paradigm Investment Advisory, LLC in Bridgewater, NJ. He holds a Series 66 designation and has 14 years of industry experience, including 13 years at UBS Financial Services Inc. Prior to joining Paradigm, he worked with LPL Financial LLC. Paradigm provides discretionary investment management and financial planning services to individuals, high net worth clients, families, trusts, estates, charitable organizations, and businesses. The firm uses a long-term, fundamental analysis approach to construct customized portfolios with institutional mutual funds, ETFs, individual equities, and bonds, offering ongoing wealth management and tailored financial plans.

Kofi Kodua is a financial advisor at Clean Yield Asset Management with a Series 65 designation and experience spanning roles at KeyTranche, Inc., Allianz Global Investors, and Sound Harbor Partners. He has been with Clean Yield Asset Management since 2024. Clean Yield Asset Management advises individuals, institutions, trusts, and foundations, managing discretionary equity and balanced portfolios with a focus on environmental and social screening. The firm uses detailed exclusionary screens and integrates financial analysis with client-specific social criteria, offering services such as retirement plan rollovers and alternative impact investments.

Andrew Koltunowicz is a financial advisor at Paradigm Investment Advisory, LLC with 13 years of industry experience. His prior roles include positions at Macquarie Investment Management Business Trust and Delaware Investments. He holds Series 65 and Series 66 licenses and also provides administrative support to Paradigm Investment Advisory, LLC. Paradigm Investment Advisory offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm focuses on customized, primarily discretionary portfolio management with a long-term orientation, utilizing institutional mutual funds, ETFs, individual equities, fixed income, and independent third-party managers.

Jessica Weaver is a CFP® with 16 years of industry experience and is currently part of The Wealth Boutique team in Chester, NJ. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Foran Financial Group. She is also an author of faith-based financial literature and runs a related educational course called Money Ministries. The Wealth Boutique is an SEC-registered advisory team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management through a goals-based approach that incorporates fundamental and technical analysis, utilizing third-party asset managers and custodial platform services.

Thomas Mccabe is a financial advisor with Alliance Wealth Management Group, LLC, holding the PFS™ and Series 66 designations and bringing 18 years of industry experience. He has been with Alliance Wealth Management Group since 2014 and also works with Purshe Kaplan Sterling Investments. Outside of advising, he serves as an adjunct professor teaching accounting at Rider University and is CEO of a holding company that advises businesses on growth strategies. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities with discretionary investment and wealth management, financial planning, and consulting services. The firm’s investment approach emphasizes fundamental analysis and asset allocation based on Modern Portfolio Theory, implementing portfolios with mutual funds, ETFs, and individual securities tailored to client risk tolerance and time horizon.

Andre Rapoport is a CFP®-certified financial advisor with three years of industry experience, currently working at Ibex Wealth Advisors, LLC. Prior to joining Ibex Wealth Advisors, he held roles at CrossCountry Mortgage, LLC, 42 Growth Strategies, and was affiliated with Ramapo College of New Jersey. Ibex Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, utilizing a range of strategies including derivatives and structured products.

Patrick Nolan is a financial advisor at Personal CFO Solutions LLC with 23 years of industry experience. He has been with the firm since 2011 and holds a Series 63 designation. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm offers comprehensive financial planning, discretionary portfolio management, and coordinated implementation through clients’ professional advisors, with an investment approach focused on longer-term allocations using mutual funds and ETFs alongside selective use of independent managers and tactical trades.

Joseph Barrios is a financial advisor at Heritage Financial Counselors, LLC with a Series 65 designation and nine years of industry experience. His work history includes roles at Fiduciary Trust Company International, The Fortez Group, and a position at the University at Buffalo. Heritage Financial Counselors serves individuals, couples, families, and high-net-worth clients with comprehensive financial planning and investment management. The firm uses an integrated five-step planning process and primarily invests in exchange-traded funds and low-cost mutual funds, delivering advice mainly on a non-discretionary basis with client consent required for transactions.

Makayla Vazquez is a CFP® with three years of industry experience, currently serving as a financial advisor at Oliver Luxxe Assets LLC. Her prior roles include positions at UBS Financial Services and Lazard Asset Management. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to both individual and institutional clients. The firm uses a proprietary quantitative screening process combined with fundamental research to guide its diverse investment strategies, managing approximately $1 billion in assets.

William Cunliffe is a financial advisor with Covenant Asset Management, LLC in Chester, NJ. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at Credo Analytics and VP Research, Inc. Covenant Asset Management is an SEC-registered advisory firm managing approximately $692.6 million for individual and high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a growth-at-a-reasonable-price and thematic equity approach alongside dividend appreciation and fixed-income strategies, with a focus on tax efficiency and low turnover.

Paul Esposito is a CFP® and CFA® credentialed advisor with 14 years of industry experience. He is currently with Prestige Wealth Management Group, LLC, where he has worked since 2018. Prior to that, he was with Alliance Wealth Management Group, LLC from 2014 to 2018. Prestige Wealth Management Group serves individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing a range of investment strategies that include equities, fixed income, mutual funds, ETFs, and third-party managed accounts.

David Gray is a CFP® with 17 years of industry experience and is a partner at Parisi Gray Wealth Management, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and Merrill Lynch. Outside of his advisory work, he is also a licensed independent insurance agent offering fixed insurance solutions. Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach incorporating fundamental, technical, and cyclical analysis, managing approximately $796 million in client assets.

Christopher Clark is a CFA® charterholder with 13 years of industry experience. He is associated with Covenant Asset Management, LLC, where he has worked since 1999. Since 2014, Mr. Clark has also operated as the sole proprietor of Clark Asset Management, Inc., through which he conducts his duties as an Investment Advisor Representative for Covenant. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations by providing portfolio management and financial planning services. The firm employs a thematic, growth-at-a-reasonable-price investment approach combined with fundamental and technical analysis, focusing on tax efficiency and low turnover.

Timothy Doyle is a CFP® with 17 years of experience in the financial services industry. He has been with Destiny Capital Corporation since 2020 and previously worked at related Destiny Capital entities dating back to 2014. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including entrepreneurs, managing approximately $382 million for around 260 clients through an eight-advisor team across six offices. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory combined with tactical adjustments and integrates ESG analysis into portfolio construction.

Kevin Korondi is a financial advisor at Paradigm Investment Advisory, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and Invest Financial Corp. Paradigm Investment Advisory provides discretionary investment management and financial planning to individuals, families, trusts, charitable organizations, and businesses. The firm constructs customized portfolios using institutional funds, ETFs, equities, and bonds, with a primarily long-term investment approach based on fundamental analysis and regular portfolio reviews.

Steven Linden is a financial advisor with Alliance Wealth Management Group, LLC in Flemington, NJ, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been with Alliance Wealth Management Group, Purshe Kaplan Sterling Investments, and Alliance Accounting Group since 2014. Outside of advising, he is a partner at an accounting firm and a member of a holding company advising businesses on growth strategies. Alliance Wealth Management Group serves individual and high-net-worth clients, trusts, pension plans, and businesses through discretionary wealth management, investment consulting, and standalone financial planning. The firm uses a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, tailoring portfolios to clients’ risk tolerance and time horizon with at least quarterly reviews.

William Bruen Jr. is a financial advisor at Paradigm Investment Advisory, LLC with 47 years of industry experience. He holds the Series 63 designation and previously worked at UBS Financial Services Inc. for 13 years before joining Paradigm and LPL Financial in 2025. He is also a notary in the state of New Jersey. Paradigm Investment Advisory, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes customized, primarily discretionary portfolio management with a long-term orientation and offers ERISA 3(21) and 3(38) retirement plan services along with participant education.

Orlando Diaz is a financial advisor at Mendham Capital Management, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and the University of Rhode Island. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on non-discretionary advice and coordination with clients’ other professional advisors, offering services through hourly, flat-fee, and annual retainer arrangements without managing client assets directly.

John Deangelo is a CFP® professional with 25 years of experience in financial advising. He is a managing director at Prestige Wealth Management Group, LLC and has held positions at Osaic Wealth, Inc. and Triad Advisors Inc. Deangelo holds Series 63 and Series 66 licenses and has been with Prestige Wealth Management since 2012. Prestige Wealth Management Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a range of investment strategies across multiple asset classes and utilizes both proprietary and third-party platforms, including Unified Managed Accounts through an affiliated adviser.

James Mc Garry is a CFP® with 21 years of industry experience, currently serving at Navellier & Associates Inc since 2014. He holds Series 63 and Series 65 licenses and works as Senior Director of Private Client Services, focusing on private account management for high-net-worth clients. Navellier & Associates serves a diverse client base including individuals, trusts, estates, and institutional investors. The firm employs a quantitative and fundamental screening process across multiple equity and ETF strategies and offers both discretionary and non-discretionary portfolio management.