David Gorman is a financial advisor with Precision Financial Services and holds a Series 66 designation. He has 18 years of industry experience and has been associated with Leigh Baldwin & Co., LLC since 2015 and PFS Partners, LLC since 2013. Outside of his advisory work, he serves as a coach at the Randolph YMCA. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, and options, and incorporates third-party managers and private funds following due diligence.

Andrew Koltunowicz is a financial advisor with Paradigm Investment Advisory, LLC and holds Series 65 and Series 66 licenses. He has 14 years of industry experience, including roles at Macquarie Investment Management Business Trust, Delaware Investments, and Lord, Abbett & Co. LLC. Paradigm Investment Advisory, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, and businesses. The firm emphasizes customized, primarily discretionary portfolio management with a long-term focus, incorporating institutional funds, ETFs, equities, fixed income, and 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.

Destiny Couter is a financial advisor at The Wealth Boutique with a Series 65 designation and one year of industry experience. Before joining The Wealth Boutique, Destiny worked at CreativeOne Wealth, LLC, Money Mavens, and several other firms across different sectors. The Wealth Boutique provides financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, as well as trusts and select institutions. The firm employs a goals-based, holistic approach that incorporates fundamental and technical analysis to tailor asset allocation and tax- and estate-aware recommendations, managing approximately $120.8 million for around 317 clients through a team of seven advisors.

Andre Rapoport is a CFP® professional with four years of industry experience, currently serving at IBEX Wealth Advisors, LLC. Prior to joining IBEX in 2022, he held roles at CrossCountry Mortgage, LLC and 42 Growth Strategies. He also has a background in education with experience at Ramapo College of New Jersey and Livingston NJ Public Schools. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis utilizing both long- and short-term strategies, including derivatives and structured products, managing portfolios on a discretionary basis with a distinctive approach to client solutions.

Matthew Rubin is a financial advisor at Cary Street Partners Asset Management with 16 years of industry experience. He holds the Series 63 designation and has previously worked at Anchorcove Capital LLC and Matrix Private Capital Group. Cary Street Partners Asset Management provides discretionary portfolio management and investment consulting primarily to other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm utilizes both quantitative model portfolios and qualitative fundamental approaches in managing assets and offers services including wrap fee program strategies, sub-advisory roles, and management of a registered ETF.

Patrick Nolan is a financial advisor at Personal CFO Solutions LLC with 24 years of industry experience. He has been with Personal CFO Solutions since 2011 and previously worked for nine years at Goldman Sachs Wealth Services. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients, offering comprehensive financial planning and discretionary portfolio management with an emphasis on long-term investment strategies supplemented by tactical short-term trading. The firm utilizes detailed suitability assessments, regular client reviews, and a formal investment committee process for manager selection.

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® certificant at Oliver Luxxe Assets LLC with three years of industry experience. She previously worked at UBS Financial Services and Lazard Asset Management LLC. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to individual and institutional clients, including pension plans, trusts, and family offices. The firm employs a multi-factor quantitative screening process followed by fundamental research and manages portfolios using a variety of strategies including equities, fixed income, ETFs, and sub-advisers.

Roderick Mcrae is a CFA® charterholder with 23 years of industry experience. He is a founding member of Mcrae Capital Management Inc., where he has worked since 1981. The firm provides discretionary investment management and financial planning services primarily to high-net-worth and institutional clients. McRae Capital Management emphasizes fundamental, long-term analysis and tailored asset allocation across equities, fixed income, and cash, with a focus on buy-and-hold strategies while occasionally employing more complex techniques such as short sales, margin, and options.

William Cunliffe is a financial advisor at Covenant Asset Management, LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at VP Research, Inc. and Elevation, LLC. 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 investment approach, combined with dividend appreciation and disciplined fixed-income strategies, emphasizing tax efficiency and low turnover.

Robert Taylor is a CFP® professional with 30 years of experience in the financial services industry. He is currently an advisor at WealthPlan Investment Management LLC and has previously worked at firms including Fidelity Brokerage Services and Securities America. Outside of his advisory role, he manages insurance sales through WealthPlan Partners. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets for over 2,000 clients. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services, utilizing model-based strategies, a diverse range of investment vehicles, and third-party sub-advisers.

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.

Raymond Vanhoorebeke is a financial advisor at Black Coral Financial Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Black Coral since 2010. Black Coral Financial Advisors manages approximately $936 million in client assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm combines portfolio management teams, model allocations, and third-party manager recommendations with individualized planning that incorporates asset allocation, tax, and estate considerations, and offers comprehensive financial counseling including tax preparation and connections to accounting specialists.

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.

Roderick McRae III is a CFP®, CFA®, and Series 63 credentialed advisor with 23 years of industry experience. He has been with McRae Capital Management Inc. since 1997. Outside of his advisory role, he serves as a trustee of the Fred Fatzler Foundation. McRae Capital Management provides discretionary investment management and financial planning services primarily to high-net-worth and institutional clients. The firm emphasizes fundamental, long-term analysis and tailored asset allocation, generally focusing on buy-and-hold strategies while employing more complex techniques under specific circumstances.

Robert Keating is a financial advisor at WealthPlan Investment Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Securities America, Inc., and OSAIC. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services for a diverse client base including individuals, high-net-worth clients, and institutional entities, utilizing model-based strategies and various investment vehicles.

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.