Donald Weir Jr. is a financial advisor at Covenant Asset Management, LLC in Chester, NJ, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Covenant Asset Management since 2010. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations, offering discretionary and non-discretionary portfolio management along with financial planning and retirement-plan advisory services. The firm employs a thematic, growth-at-a-reasonable-price (GARP) investment approach combined with dividend appreciation, fundamental and technical analysis, and a fixed-income laddering strategy.

Ethan Kraft is a financial advisor at Precision Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Prime Pensions Inc. and Leigh Baldwin & Co., LLC. 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’s investment approach includes mutual funds, ETFs, individual equities, fixed income, options strategies, and allocations to independent managers and private investment funds.

John Guarino is a CFA® charterholder with 13 years of industry experience. He has been with Covenant Asset Management, LLC since 1999. Outside of his advisory role, he is a managing member and 50% owner of Covenant Real Estate Ventures, LLC, a business involved in real property management. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations, offering discretionary and non-discretionary portfolio management along with financial planning and retirement-plan advisory services. The firm employs thematic, growth-at-a-reasonable-price strategies combined with dividend appreciation, fundamental and technical analysis, tax efficiency, and fixed-income laddering.

Georges Boyer is a financial advisor with Wellington Shields & Co., LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wellington Shields since 2009 and previously spent 12 years at H. G. Wellington & Co., Inc. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management services to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, and both long- and short-term investment strategies, offering multiple execution and servicing options through its dual registration as an investment adviser and broker-dealer.

Justin Forik is a financial advisor with Personal CFO Solutions LLC in Chester, NJ. He holds a Series 65 designation and has eight years of industry experience. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients, offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm emphasizes fiduciary planning with regular client reviews and uses a variety of investment tools including independent manager allocations and tactical short-term trading.

John Farrell is a CFA® charterholder at Cary Street Partners Asset Management with four years of industry experience. His prior roles include positions within Cary Street Partners Investment Advisory LLC and Independence Constructors, as well as time spent as a student at Bates College. Cary Street Partners Asset Management provides discretionary portfolio management and non-discretionary investment consulting primarily through other registered investment advisers and platform sponsors, serving individual, high-net-worth, and institutional clients. The firm employs both quantitative and qualitative investment approaches and manages various strategies including model portfolios, separate accounts, and a proprietary tactical sector ETF.

Timothy Rowe is an Investment Advisor Representative with Covenant Asset Management, LLC, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at Covenant Asset Management since 1999 and Comprehensive Asset Management and Servicing, Inc. since 2000. Outside of advisory work, Mr. Rowe is a Managing Member and 50% owner of Covenant Real Estate Ventures, LLC, which focuses on real property management. Covenant Asset Management is an SEC-registered firm managing approximately $693 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, integrates option strategies for downside protection and income, and emphasizes tax efficiency and low portfolio turnover.

Daniel Ballister is a CFP® professional with 17 years of industry experience. He is currently with Creative Financial Designs, Inc., where he has worked since 2022. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities Inc. Ballister also maintains a licensed insurance agent position covering various lines, including life, health, and fixed annuities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and modular financial planning. The firm’s investment approach incorporates asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

William Williamson III is a financial advisor with Gladstone Wealth Partners based in Bedminster, NJ. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Gladstone in 2018, he worked at LPL Financial, Santander Securities, and Sovereign Bank. Williamson is also involved in non-variable insurance as an agent. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Glenn Toussaint is a CFP® and ChFC® with 41 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC since 2015. He has been involved in insurance sales since 1983 and maintains a side activity as a musician, selling recordings since 2013. Additionally, he acts as a consultant facilitating referrals between film producers and finance companies, and is a partner in a consulting entity receiving referral fees for fuel products. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction and offers discretionary and non-discretionary management, financial planning, and access to third-party manager programs.

Christopher Budd is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has previously worked at Equity Services, Inc., and is involved with Wealth Shield Financial, where he engages in the sale and service of fixed insurance products. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm offers both discretionary and non-discretionary portfolio management using multiple investment approaches and custodial platforms.

James Rich is a financial advisor at Quotient Wealth Partners, LLC with 10 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes seven years at Goldman Sachs Personal Financial Management and roles at Equitable Advisors and the United Postal Service. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm provides financial planning, consulting, and wealth and investment management utilizing tailored investment programs implemented primarily through ETFs, mutual funds, individual securities, and third-party managers.

Jonathan Valdez is a financial advisor with Nations Financial Group, Inc., holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior work includes roles at Charles Schwab, Morgan Stanley, E*TRADE, Santander, and Wells Fargo. Outside of his advisory work, he is involved in renovating and managing a residential property he owns. Nations Financial Group, Inc. provides advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management options and employs various investment strategies across multiple risk profiles.

William Gadsden is a CFA® charterholder with 21 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client needs.

Patrick Daly is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 licenses with 33 years of industry experience. His prior firms include Stifel Nicolaus & Co Inc and Janney Montgomery Scott. He also provides annuity and insurance products through LaSalle St. Insurance Services. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages both discretionary and non-discretionary programs, with a notable emphasis on non-discretionary asset management.

Salvatore Gambino is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017, with prior experience at HSBC Bank USA and HSBC from 2006 to 2017. Gambino also provides investment advisory services through independent firms including Gladstone Institutional Advisory, LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing diverse investment strategies tailored at the representative level.

David Pasi Jr. is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Delta Financial Group, Inc. for 14 years. Outside of his advisory role, he is involved with private equity investments and serves as treasurer and property manager for real estate entities. CW Advisors, LLC is a multi-team firm providing investment management, wealth management, financial planning, and family office services to individuals, trusts, estates, charitable organizations, pension plans, corporations, and other business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and it serves other registered investment advisers, pooled vehicles, and private funds.

Sean Donovan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2025. Prior to joining CW Advisors, he worked for 13 years at Delta Financial Group, Inc. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG-oriented strategies, with centralized investment oversight and services that extend to other registered investment advisers and pooled investment vehicles.

Steven Adwar is a financial advisor at Cary Street Partners with seven years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Fidelity Investments. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Diana Ianni is a CFP® professional with one year of experience in the financial advisory industry. She is currently affiliated with CW Advisors, LLC and previously worked at Delta Financial Group, Inc. for 18 years. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, and financial planning services to a diverse client base, including high-net-worth individuals, trusts, charitable organizations, and corporate entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers services to other registered investment advisers as well as managing pooled vehicles and private funds.