Lino De Angelis is a CFP® professional with 16 years of industry experience. He has worked at Alliance Wealth Management Group, LLC since 2021 and previously spent 11 years at Global Investment Management, LLC. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a fundamental analysis and Modern Portfolio Theory-based asset allocation approach, managing portfolios with mutual funds, ETFs, and individual securities tailored to client risk tolerance and time horizon.

Michael Williams is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Prestige Wealth Management Group, LLC and has prior experience at Wells Fargo and Triad Advisors. In addition to his advisory role, he serves as managing director of Prestige Wealth Accounting Group and works as an independent insurance agent. 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 operates a formal wrap fee program, with affiliations that include an accounting firm and an SEC-registered adviser sponsoring Unified Managed Accounts.

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.

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.

Keith Tucholski is a CFP® with 23 years of industry experience, serving as an advisor at Hamel Associates, Inc. since 2002. He holds Series 63 and Series 65 licenses and is based in Chatham, NJ. Hamel Associates, Inc. is a fiduciary wealth management firm that serves high-net-worth individuals, corporations, pension plans, and foundations. The firm employs a value-oriented equity approach, incorporating dividend-paying large-cap stocks and investment-grade fixed income, and offers alternative investments and authorized use of derivatives and margin for very high-net-worth clients.

Matthew Rubin is a financial advisor at Cary Street Partners Asset Management with 16 years of industry experience. He previously worked at Anchorcove Capital LLC and Matrix Private Capital Group. He holds a Series 63 designation. Cary Street Partners Asset Management provides discretionary third-party asset management and sub-advisory services primarily through registered investment adviser platforms and wrap programs. The firm serves a broad client base including individuals, high-net-worth clients, and institutional investors, offering both model portfolios combining quantitative asset allocation with manager research, and separately managed accounts based on fundamental analysis.

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.

Devin Starr is a financial advisor at Novi Wealth Partners in Princeton, NJ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at LPL Financial, Northwestern Mutual, and AXA Advisors. He is also a member of the Freehold Township Independent Fire Company, serving since 2017. Novi Wealth Partners offers comprehensive financial planning and discretionary investment management on a fee-only basis, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients. The firm employs an asset-allocation first, planning-driven approach with portfolios emphasizing a passive core and strategic tilts toward small-cap, value equities, and alternatives.

Anthony Schaub is a CFP® and Series 63 licensed advisor with three years of industry experience. He is currently with Novi Wealth Partners, a firm where he has worked for one year. Prior to this, he held roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several other companies. Novi Wealth Partners is a fee-only advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients. The firm employs a planning-driven, asset allocation–focused investment approach that emphasizes passive core portfolios complemented by targeted allocations to small-cap, value equities, and alternatives.

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.

Judith Lutzy is a CFP® with 37 years of industry experience, currently serving at Tilson Financial Group Inc. and American Portfolios Financial Services Inc. She holds Series 63 and Series 66 licenses. In addition to her advisory work, she is an independent insurance broker for various companies. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and businesses by providing discretionary and non-discretionary 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 composed of mutual funds and ETFs.

Ryan Dunn is a financial advisor at Novi Wealth Partners with 11 years of industry experience. He holds a Series 65 designation and has been with Private Wealth Management Group, LLC since 2013. Novi Wealth Partners serves individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate pension and 401(k) plans. The firm provides comprehensive financial planning and both discretionary and non-discretionary investment management on a fee-only basis, managing approximately $492 million in assets through a team of eight advisors.

Robert Moskowitz is a financial advisor at Chatham Wealth Management with five years of industry experience. He holds the Series 65 and Series 63 licenses and has prior experience at Prudential Investment Management Services LLC and PGIM Investments, LLC. Chatham Wealth Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and pension/profit-sharing plans, using fundamental, technical, and cyclical analysis. The firm employs derivatives, including options and structured products, in client portfolios and manages a multi-hundred-million dollar asset base with a small advisory team.

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.

Robert Tilson is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Tilson Financial Group, Inc. and American Portfolios Financial Services, Inc. since 2016. Tilson serves as an investment adviser representative, managing client assets and preparing financial plans. Tilson Financial Group, Inc. serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities with investment management, financial planning, and retirement plan consulting. The firm employs a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers, along with institutional custodial platforms for reporting and rebalancing.

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.