Daniel Lombardozzi is a financial advisor with Paradigm Wealth Advisory LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Garden State Securities, Inc., First Allied Advisory Services, INC., and First Allied Securities, INC. He is also involved with Perennial Planning Partners LLC and Awaye Realty in roles related to insurance and mortgage services. Paradigm Wealth Advisory LLC provides investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, fundamental investment approach, utilizing institutional mutual funds, ETFs, and individual securities tailored to clients’ accumulation or retirement needs.

Brendan Byrne is a financial advisor with Byrne Asset Management, LLC, holding a Series 65 designation and over 22 years of industry experience. He has been with Byrne Asset Management since 1992. Byrne Asset Management provides discretionary investment advisory services and basic financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis to guide investment decisions, and it is notable for publicly disclosing performance data for certain strategies.

William Mcnamara is a Series 65-licensed financial advisor with 17 years of industry experience. He is currently a partner at Woolston, Jensen & McNamara, an accounting firm where he focuses on tax preparation and planning. He has previously worked at Salvus Wealth Management, LLC and several other financial firms throughout his career. Salvus Wealth Management, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, high net worth clients, and various institutional clients. The firm emphasizes tailored portfolio management across multiple asset classes and maintains affiliations with accounting professionals to support its advisory services.

Carl Basile Jr. is a financial advisor with Empire Financial Management Company, LLC, holding a Series 63 designation and 33 years of industry experience. He has been with Empire Financial Management Company and Empire Asset Management Company since 2016. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with periodic account reviews and the ability to incorporate options, derivatives, and other strategies.

Lena Cazabat is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving at Atlas Private Wealth Advisors since 2016. She also maintains a long-standing affiliation with LPL Financial, where she has worked since 2013. Lena is involved with The Money Honey LLC, a business entity focused on tax and investment purposes. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets and employs a range of investment strategies across LPL Financial-sponsored platforms.

John Spring is a CFP® with 28 years of industry experience, currently serving at Epic Wealth Management LLC. He has worked at EPIC Advisory Partners, Fountainhead Capital Management, Chelsea Financial Services, and LPL Financial. Outside of advisory work, he owns Monarch Group J.E.S. LLC, an independent insurance agency selling fixed and health insurance products. Epic Wealth Management provides financial planning and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic approach with a tactical overlay, utilizing model portfolios and third-party sub-advisors, primarily Fountainhead AM, while maintaining ongoing account monitoring.

Richard Macciola is a financial advisor at Aspen Creek Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Tyler Wealth Management and Primerica Advisors. Outside of his advisory role, he is a licensed loan originator with Nexa Mortgage and also works as a realtor with Realty One Group Central. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a range of analytical methods and collaborates with third-party managers while maintaining final responsibility for client accounts.

David Provinsal is a financial advisor with Paradigm Wealth Advisory LLC in Bridgewater, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2016 and also provides investment advisory services through Paradigm Advisor Group, LLC, an independent registered investment advisor. Paradigm Wealth Advisory LLC offers investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm utilizes a long-term, fundamental investment approach with portfolios constructed from institutional mutual funds, ETFs, and selected individual securities, adapting strategies to clients’ accumulation or retirement stages.

Anthony Spangenberg is a financial advisor at WP Advisors, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with WP Advisors since 1999. WP Advisors provides personalized investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm creates customized portfolios based on client goals and risk profiles, employing fundamental analysis and a mix of long- and short-term strategies.

Juan Perez Mayo is a financial advisor with Atlas Private Wealth Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Atlas since 2016 and has concurrent experience at LPL Financial starting in 2013. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, providing portfolio management and financial planning. The firm employs tailored strategies across various LPL Financial-sponsored platforms, combining asset allocation with fundamental, technical, and cyclical analysis.

Brian Arena is a financial advisor at Byrne Asset Management, LLC with six years of industry experience. He holds a Series 65 credential and previously worked for the State of New Jersey - Division of Investment for 33 years before joining Byrne Asset Management in 2019. Byrne Asset Management provides discretionary investment advisory services and basic financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis, offering customized portfolios and publicly disclosing performance for certain strategies.

Gregory Guenther is a financial advisor at GRANTvest Financial Group LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GRANTvest since 2020 and Calton & Associates since 2013. Outside of advisory services, he is an insurance agent involved in the sale of disability and voluntary benefits. GRANTvest Financial Group provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm focuses on discretionary portfolio management primarily using diversified exchange-traded funds, with investment decisions tailored to client objectives and risk tolerance.

Linda Farinola is a CFP®, CFA®, and holds a Series 66 license with 21 years of industry experience. She has been with OMNI 360 Wealth, Inc. since 1996 and also works at Princeton Financial Group, LLC offering accounting, tax preparation, and business consulting services. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, estates, charitable organizations, businesses, and employee benefit plans. The firm uses fundamental, technical, and cyclical analysis to implement tailored portfolios and offers coordinated tax, legal, and insurance planning through affiliated entities.

Bryan Kaufman is a financial advisor at Paradigm Wealth Advisory LLC with three years of industry experience. He holds a Series 65 designation and has been a self-employed partner at Kaufman & Gumnic LLP, a CPA firm providing tax preparation services for individuals and entities, for 17 years. Paradigm Wealth Advisory LLC offers investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm’s approach emphasizes long-term, fundamental portfolio construction using institutional mutual funds, ETFs, and selected individual securities, with ongoing monitoring and tailored strategies according to clients’ financial phases.

James Greco is a financial advisor with CSI Group Advisors, LLC, holding a Series 65 credential and 12 years of industry experience. His prior roles include positions at LPL Financial and First Boston Financial Group, Inc. He is also owner of CSI Group Business Solutions, LLP, a tax preparation and accounting firm. CSI Group Advisors, LLC is an SEC-registered advisory firm offering financial planning, portfolio management, and tax-related services through a family of affiliated companies. The firm provides customized investment strategies and in-house estate planning and tax preparation services via affiliated legal and CPA entities.

James Babcock is a CFA® charterholder affiliated with Mezzasalma Advisors, with two years of industry experience. He has held positions at firms including Cetera Wealth Services, Avantax Investment Services, and Lyceum Financial Group, where he provides retirement, estate, and tax planning services alongside wealth advisory for high-net-worth clients. Mezzasalma Advisors offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals and employer plan sponsors. The firm employs multiple analytical approaches and typically pursues long-term purchase strategies tailored to client objectives, with account reviews at least annually.

Stevan Radanovic is a financial advisor at Glen Eagle Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Glen Eagle Advisors since 2008. Prior to this, he worked for over three decades at West Windsor Plainsboro Board of Education. Glen Eagle Advisors provides investment management and financial planning services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs client-specific assessments combined with standardized asset-allocation models and uses both fundamental and technical analysis, typically following a buy-and-hold strategy complemented by rebalancing and downside protection.

Robert Joel is a CFP® professional with 15 years of industry experience. He is currently with Salvus Wealth Management, LLC, where he has worked since 2014, and also has experience at ThePARTNERS Wealth Management. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and other businesses, providing tailored investment management, financial planning, and retirement plan consulting. The firm combines multiple investment strategies across various asset classes and employs fundamental, technical, charting, and cyclical analysis in managing client portfolios.

Christopher Vining is a financial advisor at Empire Financial Management Company, LLC with 12 years of industry experience. He holds Series 65 and Series 63 registrations and has been with Empire Financial Management and Empire Asset Management Company since 2016. Prior to this, he was involved with New World Bistro Bar for six years. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individual clients, trusts, estates, corporations, and other business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with the ability to incorporate options, derivatives, and other strategies as needed.

George Drawbaugh is a financial advisor with Grantvest Financial Group LLC, holding Series 65 and Series 63 licenses and 28 years of industry experience. His prior roles include positions at LifeMark Securities Corp., Securities America Inc., and he has operated Drawbaugh Financial, LLC and College Funding Associates, LLC for multiple years. Outside of his advisory work, he is involved in providing workshops and services that assist families with college planning. Grantvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in client assets and constructs diversified, ETF-focused portfolios tailored to client goals using fundamental and technical analysis with periodic rebalancing.