Linda Krayton is the principal and sole advisor at E.C. Krayton Associates, Inc., an independent firm based in W. Caldwell, NJ. She holds 23 years of industry experience and has operated her advisory practice since 1993. Outside of her advisory role, she is also president of a tax preparation business under the same company name, which she oversees without direct involvement in day-to-day operations. E.C. Krayton Associates provides discretionary portfolio management and financial advisory services primarily to individual investors, personal trusts, and estates. The firm emphasizes long-term, income-oriented, and generally conservative investment strategies tailored to client goals.

James Higley is a financial advisor at Eames Financial in Florham Park, NJ, holding a Series 63 designation with 20 years of industry experience. He has been with Eames Financial since 1994. Eames Financial provides investment management and financial counseling to individuals, trusts, and charitable foundations. The firm employs a multi-step, goals-driven process emphasizing fundamental analysis and broad diversification, managing the majority of client assets on a non-discretionary basis while offering tailored portfolio solutions and comprehensive planning services.

Thomas Vetter is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founder of Vetter Planning. He chose to establish Vetter Planning because of his desire to help individuals and small businesses develop financial plans that are designed to achieve their goals. It was founded upon principles that place the utmost value on its clients’ financial goals and objectives. It is in the business of building long-term, solid relationships that are based upon trust and quality client service. Since 2002, Tom has been providing financial planning and investment advice. He graduated from Siena College in Loudonville, NY with a Bachelor of Science degree in Finance. Prior to founding Vetter Planning, he was a Senior Financial Analyst for Guardian Life and an Investment Analyst for NYC Housing Development Corporation. Tom resides in Randolph, New Jersey with his wife, Jennifer, son Gavin, and daughters, Abigail and Claire. His interests include volunteering, coaching youth sports, golf, and mountain biking.

Gary Feldman is the sole advisor at Grand Ridge Capital, LLC, a state-registered independent investment adviser based in Roseland, NJ. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been managing Grand Ridge Capital since 2005. Grand Ridge Capital manages approximately $4.95 million across nine client accounts, serving high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm primarily manages accounts on a non-discretionary basis and employs a range of investment strategies including fundamental research, technical analysis, and allocations to independent managers and alternative investments.

William Keller is a financial advisor at Keller Wealth Management LLC in Whippany, NJ, holding a Series 65 credential with five years of industry experience. His prior experience includes roles at Prudential Financial and Primerica, and he is also employed as a manager at Mondelez International. Keller maintains an independent insurance practice alongside his advisory work. Keller Wealth Management LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, and business clients. The firm offers specialized pension consulting and serves as a fiduciary to qualified retirement plans, employing a blend of fundamental and cyclical investment analysis with a variety of holdings including mutual funds, ETFs, and options.

Matthew Epstein is a CFA® charterholder with six years of industry experience. He is the sole advisor at Newstead Capital Management, an independent firm, and previously worked at 180 Degree Capital Corp. and Evermore Global Advisors LLC. Newstead Capital Management provides discretionary investment management primarily for high-net-worth individuals and institutional clients. The firm employs a high-conviction, concentrated investment strategy focused on smaller market-cap companies, combining fundamental, cyclical, and legal analysis in its portfolio decisions.

Colin Slabach is a CFP® professional at Meridian Atlas Planning with one year of industry experience. He holds a doctorate in personal financial planning and has served as a university professor at New York University since 2022. Prior to that, he was affiliated with The American College of Financial Services and Texas Tech University. Meridian Atlas Planning is an independent, fee-only firm that provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an investment approach based on asset allocation, blending passive and active strategies rooted in fundamental analysis and Modern Portfolio Theory, with an emphasis on discretionary portfolio management and personalized investment policies.

Rocco Santomenno is the sole advisor at Rocco R. Santomenno, an independent firm based in Fair Lawn, NJ. He holds over 14 years of industry experience and has been practicing as a sole practitioner since 1975. In addition to his advisory work, he serves as president of Gold Ring Investments, Inc., a mortgage placement business. The firm provides discretionary portfolio management focused on publicly traded equities for individuals, trusts, and pension or profit-sharing plans. It emphasizes fundamental equity analysis and manages approximately eighty client accounts with just over $50 million in assets under management.

I'm Rob Tucker, the founder of Tucker Wealth Advisory. I am a CFA® Charterholder. I spent 35 years in financial services after obtaining my MBA in Finance from Wharton. Having transitioned from life in large corporations, I am enjoying this phase of my career and the opportunity to help people chart their financial lives with confidence. I enjoy building relationships and hope that we have an opportunity to work together. Most recently, I have worked at BNY Mellon Wealth Management, JP Morgan and Bank of America/Merrill Lynch. I started my career as an engineer in the energy industry. I've got a quantitative edge. Numbers are important but are only part of the story, and I enjoy making complex topics simple and actionable for my clients. Born and raised in New York City, I have lived in New Jersey for many years where my wife Suzanne and I raised our two lovely daughters and now share our home with our rescue dog named Teddy. I look forward to meeting you and seeing what we can accomplish together. I listen carefully and provide a calm judgement-free environment with a strong quantitative approach. Pricing is flexible, with engagement options including project-based, hourly or on-going. Some of my services are: - Retirement Planning - Tax Planning - Investment advice - Retirement account analysis and strategies - Advice regarding Social Security and Medicare programs - Budgeting and cash management - Insurance reviews and analysis

Charles D'angelo is a CFA® charterholder serving as the sole advisor at Westmount Capital Group LLC with four years of industry experience. His prior work includes roles at Cantex Holdings II, LLC and Alexandria Capital, LLC. In addition to his advisory work, he is involved in a real estate consulting practice. Westmount Capital Group LLC provides investment advisory and wealth management services primarily to high-net-worth individuals, family offices, trusts, and estates. The firm combines fundamental and quantitative analysis to pursue strategies including long-term equity and fixed income investing, tactical asset allocation, and alternative investments, generally managing client accounts on a discretionary basis.

David Cohen is a financial advisor with Sterling Financial Management, Inc. in Morristown, NJ, holding a CFP® designation and Series 63 and 65 licenses. He has 31 years of industry experience and has been affiliated with SagePoint Financial, Inc. since 2009 and OSAIC since 2023. Cohen is also the owner and president of Sterling Financial Management, where he oversees all duties associated with the registered investment advisory firm. Sterling Financial Management serves individuals, trusts, and retirement plans with customized financial planning, hourly consulting, and investment advisory services. The firm employs both fundamental and technical analysis, generally favoring mutual funds and ETFs in long-term strategies, and manages accounts on a non-discretionary basis with regular client reporting.

Ioannis Papatherapontos is a financial advisor with J.Pappas Investments, holding a Series 66 designation and 21 years of industry experience. He has held roles at several affiliated firms, including Pappas Financial Group, First Financial Consultants, and J.Pappas Realty. Outside of his advisory work, he serves as CEO of companies involved in merchant services, energy brokerage, and insurance sales, focusing primarily on sales and business development. J.Pappas Investments provides investment management and financial planning to individuals, small businesses, trusts, and estates. The firm constructs diversified portfolios using a combination of fundamental, technical, and economic analysis, managing accounts largely on a discretionary basis while tailoring advice to client objectives and risk tolerance.

Matthew Sola is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Ironbound Advisory LLC since 2019. His prior experience includes eight years at Eagle Strategies, LLC, followed by two additional years at the same firm. Outside of his advisory role, he volunteers as a class officer and board member for Cornell University alumni organizations. Ironbound Advisory provides financial planning and portfolio management services to individuals, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory to tailor investment strategies across various asset classes, offering both discretionary and non-discretionary account management.

Isaiah Adams is a financial advisor at BA Global Capital with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as in healthcare and corporate roles. BA Global Capital is an independent, state-registered investment adviser that serves individuals and institutional clients, including pension and profit-sharing plans and charitable organizations. The firm focuses on passive investment management using index funds and ETFs, supplemented by fundamental and technical analysis, and offers tailored portfolio management and financial planning services.

Vincent Grosso is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is the principal of Grosso Wealth Management LLC, an independent firm he has led since 2022. Prior to founding his firm, he worked at Kestra Private Wealth Services from 2018 to 2021. Outside of advising, he serves as President of the Joanne Grosso Foundation Inc. Grosso Wealth Management provides fee-only financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, along with consulting services for employer-sponsored retirement plans. The firm employs a passive, long-term investment approach and offers retirement plan advisory services including ERISA fiduciary roles, a practice less common among similarly sized advisers.

Mark Vogel is the sole advisor at Mark Vogel Wealth Management, LLC, located in North Caldwell, NJ. He holds a Series 65 designation and has 14 years of experience in financial advising. In addition to his work in wealth management since 2003, he has practiced law as a sole proprietor since 1991, dedicating a significant portion of his time to his legal practice. Mark Vogel Wealth Management provides discretionary portfolio management for individuals, trusts, and small-company pension accounts, managing approximately $96 million in assets. The firm employs a concentrated, growth-at-a-reasonable-price strategy focused on a small number of individual stocks and offers performance-based compensation options for qualified clients.

Eric Gabor is a Certified Financial Planner® and holds a Series 66 license. He is the sole advisor at Eagle Grove Advisors LLC, an independent firm based in Westfield, NJ, and has 14 years of industry experience. He has led Eagle Grove Advisors since its founding in 2016. Eagle Grove Advisors serves individual and high-net-worth clients by providing discretionary investment management and various financial planning services. The firm employs a primarily passive investment strategy, using diversified portfolios of index mutual funds and ETFs tailored to clients’ goals and risk tolerances, with regular portfolio reviews and rebalancing as needed.

Martin Costello is a financial advisor with Preakness Retirement Advisors, LLC in Verona, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Aura Financial Services, Inc. since 2005. Preakness Retirement Advisors offers diversified asset-allocation advice and financial planning to individuals, qualified retirement plans, trusts, estates, corporations, and other business entities. The firm emphasizes a non-discretionary investment approach using low-expense index funds and combines fundamental and technical analysis within a modern portfolio theory framework.

Ravi Chahil is a financial advisor at Sabattis Capital with a Series 65 designation and seven years of industry experience. His prior roles include positions at Volaris Capital Management and Citigroup. Sabattis Capital Management LLC offers customized portfolio management through separately managed accounts for individuals, family offices, registered investment advisers, and institutional clients. The firm uses a systematic, rules-based approach incorporating technical, quantitative, and fundamental analysis to implement option-based strategies such as income generation and risk mitigation tailored to each client’s objectives.

Jeffery Wimer is the principal of Wimer Investment Management and holds Series 63, 65, and 66 licenses with 27 years of industry experience. Prior to founding his independent advisory firm in 2024, he spent 12 years at Citigroup Global Markets Inc. Wimer Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, applying fundamental analysis and modern portfolio theory. The firm manages approximately $85.6 million across about 15 client accounts and utilizes a range of investment strategies including equities, fixed income, mutual funds, ETFs, and options.