Ron Adelstein is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Colorado Financial Service Corporation since 2012. Outside of his advisory role, he is the owner of RGA Wealth Management Inc. and is involved part-time in an insurance-related business. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, managing accounts on a discretionary or non-discretionary basis without relying on proprietary investment programs.

Harry Buckman is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Buckman Advisory Group LLC since 2004 and has been affiliated with Buckman, Buckman & Reid, Inc. since 1994. Outside of his advisory role, he owns an insurance business, Buckman Capital LLC, and is involved in real estate partnerships. Buckman Advisory Group LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $236 million across about 814 client relationships, using a strategic asset-allocation process and primarily investing in mutual funds, equities, bonds, and ETFs.

Matthew Perri is a CFP® with three years of industry experience, currently serving as a financial advisor at Zynergy Retirement Planning in Red Bank, NJ. His prior experience includes roles at Stifel Independent Advisors, LPL Enterprise, and The Prudential Insurance Company of America. Zynergy Retirement Planning is a fee-only advisory that serves individuals and couples near retirement, offering ongoing financial planning, discretionary asset management, and integrated tax services. The firm’s investment approach focuses on diversified, low-cost portfolios primarily made up of index funds and ETFs, combined with regular rebalancing and a higher-touch “Private Office” service that adds estate and generational planning.

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.

Steven Tyson is a CFP® professional at Lighthouse Financial Advisors, Inc. with four years of industry experience. Prior to joining Lighthouse, he held roles at The Financial Consulate, Towson University, and Terri Levine: The Business Mentoring Expert. Lighthouse Financial Advisors is a team-based firm managing over $1.1 billion in assets, serving individuals, high-net-worth clients, affiliated trusts and estates, and charitable organizations. The firm provides comprehensive wealth management, financial planning, retirement plan consulting, and tax preparation, typically employing tailored investment strategies with an emphasis on mutual funds and ETFs.

Stephen Mcgahran is a financial advisor with Bravias Financial who holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Merrill, Oppenheimer, Morgan Stanley, Axa Advisors, and Equitable Advisors. He is a 10% partner in Cavallino Racing LLC, a passive investment with no active role. Bravias Financial serves individual and high-net-worth clients by providing discretionary investment management and financial planning services. The firm uses a risk assessment process to assign clients to one of nine model portfolios, which can include individual securities, mutual funds, ETFs, cryptocurrency ETFs, and international securities, with ongoing account monitoring and customization options.

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.

Thomas Farrell is a Certified Financial Planner® with 22 years of industry experience. He is currently with Withum Wealth Management in Red Bank, NJ, and has worked at Pinnacle Associates, Ltd. and Pwm Advisory Group, LLC. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension and profit-sharing plan sponsors, trusts, estates, and charitable organizations. The firm employs a goals-based investment process with tax optimization and customized portfolio design, offering integrated wealth management services for clients with over $2 million.

Peter Ostensen is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and two years of industry experience. Prior to joining Geremia Financial Services, he worked at Fairfield University and Xaverian High School. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic framework combined with bottom-up security selection, and uses options primarily for hedging within a wrap fee program structure.

David Provinsal is a financial advisor with Paradigm Wealth Advisory LLC in Bridgewater, NJ, holding the Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at various affiliated Paradigm entities and LPL Financial since 2016, with prior experience at First Allied Advisory Services, Inc. from 2011 to 2016. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, and other securities, tailoring strategies to clients’ accumulation or retirement phases and monitoring accounts on an ongoing basis.

Sean Severson is a CFA® charterholder with two years of industry experience. He is currently an advisor at Withum Wealth Management, where he has worked since 2022. Prior to joining Withum, he was employed at Fidelity Investments from 2019 to 2022 and attended the College of the Holy Cross from 2015 to 2019. Withum Wealth Management provides discretionary, fee-only investment management, retirement plan consulting, and standalone financial planning services to individual and institutional clients. The firm employs a goals-based investment approach with customized portfolios and tax optimization, serving clients through dedicated advisory teams and offering an Integrated Wealth Management platform for clients with assets of $2 million or more.

Michael Lombardi is a CFP® professional with 19 years of experience in the financial services industry. He currently serves at ShoreHaven Wealth Partners, LLC and has previous experience with Purshe Kaplan Sterling Investments and Morgan Stanley. Lombardi is also a licensed insurance agent in New Jersey, specializing in accident, health, life, and variable annuities. ShoreHaven Wealth Partners provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based planning process with formal risk assessments and incorporates a tax-aware investment approach that includes a range of asset types and behavioral finance considerations.

Ryan Zacharczyk is a CFP® professional with 17 years of experience in financial planning. He has been with Zynergy Retirement Planning since 2007, where he serves as one of three advisors. Zynergy Retirement Planning works with individuals and couples at or near retirement, offering fee-only financial planning and discretionary investment management tailored to retirement goals. The firm employs a passive, index-focused investment approach and integrates multi-level tax services into its advisory offerings.

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.

Ryan Fause is a financial advisor with Withum Wealth Management in Red Bank, NJ, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. He has worked at Pwm Advisory Group, LLC since 2011 and Pinnacle Associates, Ltd. since 2002. Outside of advisory work, Mr. Fause is the owner and managing partner of two real estate investment vehicles used for personal investment. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension and profit-sharing plan sponsors, trusts, estates, and charitable organizations. The firm employs a goals-based investment process with tax optimization and customized portfolios, offering integrated wealth management services primarily to clients with over $2 million in assets.

Robert Walsh is a CFP® professional with 23 years of industry experience, currently serving at Lighthouse Financial Advisors, Inc. since 1999. He is part of a six-advisor team based in Red Bank, NJ. Lighthouse Financial Advisors provides comprehensive wealth management, financial planning, retirement-plan consulting, and optional tax-preparation services to individual and high-net-worth clients, affiliated trusts and estates, and charitable organizations. The firm emphasizes collaborative investment planning, primarily allocating assets among mutual funds and ETFs, and typically manages assets on a non-discretionary basis with client-directed implementation.

Christopher Acquaviva is a financial advisor at Cross Financial Advisors in Manalapan, NJ, holding a Series 66 designation with ten years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Merrill, Lumida Wealth Management LLC, Axa Advisors, and Keller Williams. Cross Financial Advisors offers investment management, financial planning, consulting, and retirement-plan services to a diverse client base, including individuals, families, estates, trusts, corporations, and charitable organizations. The firm employs a blend of strategic and tactical asset allocation with long-term and value-oriented holdings, utilizing a range of investment vehicles and providing both discretionary and non-discretionary portfolio management.

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.

Jeffrey Wyrwa is a ChFC® with 19 years of industry experience, currently serving at Buckman Advisory Group LLC since 2007. He holds Series 63 and Series 65 licenses and is based in Little Silver, NJ. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and access to third-party money managers. The firm uses a mix of fundamental, technical, and cyclical analysis to construct portfolios across various asset classes and manages accounts on a discretionary basis with regular reviews.

Bryan Kaufman is a financial advisor at Paradigm Wealth Advisory LLC in Bridgewater, NJ, holding a Series 65 credential with three years of industry experience. He previously worked at Kaufman & Gumnic LLP for 17 years and currently operates as a self-employed partner in a CPA firm focusing on tax preparation for individuals and entities. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, families, trusts, and institutions, using a primarily long-term, fundamental investment approach tailored to clients’ accumulation and retirement needs.