Michael Schmidig is a financial advisor with Traphagen Financial Group in Oradell, NJ. He holds a Series 65 designation and has recent experience at Traphagen Investment Advisors LLC since 2026. Prior to this, he worked in various roles including at Hoboken FC and Become Elite. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutions. The firm uses a combination of fundamental and technical analysis and integrates tax and accounting services through its affiliation with an accounting practice.

Benjamin Manley is a CFP® professional with 15 years of industry experience. He is currently with Matauro, LLC and has previously worked at Simplicity Investments, Inc., Purshe Kaplan Sterling Investments, Equitable Advisors, and AXA Advisors, LLC. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a comprehensive investment process that incorporates fundamental, macro, technical, and ESG analysis and utilizes a broad range of investment instruments and third-party managers.

John Diaz is a financial advisor with Premier Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has worked at several firms, including Cetera Advisors LLC and Nathan & Lewis Securities, Inc. Diaz serves as treasurer for the Surfrider Foundation New York City Chapter, a nonprofit organization. Premier Wealth Advisors, LLC manages approximately $555 million in client assets, providing financial planning, discretionary investment management, and comprehensive wealth management to individual and corporate clients. The firm employs a core/satellite investment approach combining fundamental and technical analysis with Modern Portfolio Theory to create portfolios tailored to client risk tolerance and goals.

Alexander Macchio is a financial advisor at Traphagen Financial Group with 10 years of industry experience. He holds a Series 65 designation and has been with Traphagen Financial Group, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company since 2014. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm employs both fundamental and technical analysis, manages discretionary model portfolios, and integrates tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Isaac Goldowitz is a financial advisor at Natural Investments with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Northwestern Mutual and Manulife Securities. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm emphasizes asset-class diversification and a long-term investment approach using socially responsible mutual funds, ETFs, and separately managed accounts.

Gregory Emr is a financial advisor with Signature Wealth Management Partners, LLC, holding a Series 63 designation and 34 years of industry experience. He has worked at LPL Financial for 20 years and has been with Signature Wealth Management Partners and Purshe Kaplan Sterling Investments since 2018. Emr is a board member of the Mansion Ridge Home Owners Association, where he participates in contract negotiations and operational decisions. Signature Wealth Management Partners, LLC provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, and business entities. The firm offers customized and model-based portfolio management across various risk strategies, utilizing fundamental, technical, and cyclical analysis alongside periodic rebalancing.

Adam Aksamit is a financial advisor at Connective Wealth Partners, LLC in Jersey City, NJ, holding a Series 65 credential. He has one year of industry experience and joined Connective Wealth Partners in 2026. Prior to his advisory role, he held positions in various sectors including hospitality and retail. Connective Wealth Partners is an SEC-registered advisory serving individuals, high-net-worth clients, trusts, and estates with discretionary wealth management and financial planning. The firm emphasizes fundamental analysis and long-term investment strategies while utilizing a range of investment vehicles and offering customized portfolio management.

Anthony Daprato is a financial advisor at Wellington Shields & Co., LLC with 39 years of industry experience. He has been with Wellington Shields since 2015 and holds Series 63 and Series 65 designations. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods and maintaining client-specific objectives with ongoing monitoring and annual reviews.

Jennifer Henao is a Series 65-licensed advisor at Ameraudi Asset Management, Inc. in New York, NY, with seven years of industry experience. She has worked at Ameraudi since 2019 and previously held roles at Interaudi Bank and Neuropsychological Services, P.C. Ameraudi Asset Management serves high-net-worth individuals, corporations, and trusts with both discretionary and non-discretionary portfolio management. The firm employs a macro, asset-allocation approach using diversified exposures primarily through index ETFs and manages approximately $1.74 billion in client assets.

Lori Choi is a CFA® charterholder with 11 years at Veris Wealth Partners, LLC and four years of industry experience. She is a co-founder of WISE Community, LLC, a professional network focused on advancing women’s leadership in sustainable investing. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO services, financial planning, and philanthropic advisory support. The firm specializes in sustainable and impact-oriented strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Eli Graham is a financial advisor at Ascend Interplay, LLC in New York, NY, holding a Series 65 designation and beginning his industry career in 2023. He was previously affiliated with High Trail Capital before joining Ascend Interplay. Ascend Interplay provides investment advisory services primarily to high-net-worth individuals, focusing on asset allocation and use of third-party model portfolios rather than individual security selection. The firm manages client assets across a broad investment universe and includes several affiliated entities offering diverse financial services.

Ronald Murtha is a financial advisor at Acrylic Financial, Inc. with 36 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior work includes roles at Brooklight Place Securities, PRUCO Securities, Prudential Insurance, Lifemark Securities, KALO, Allstate Insurance, and Asset Consulting. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and other investment advisers, using a combination of passive and active investment strategies along with third-party manager selection. The firm manages both discretionary and non-discretionary portfolios and serves high-net-worth clients, offering solutions that include firm-sponsored private pooled vehicles.

Shyamli Milam is a financial advisor at Perennial with 10 years of industry experience. She holds a Series 65 designation and has been with Perennial Advisors since 2013. Perennial serves individual clients, family offices, trusts, estates, small businesses, and other organizations, offering wealth advisory, financial planning, and portfolio management. The firm employs a customized, tax-aware investment approach that includes fundamental research, diversification, rebalancing, and use of individual equities, ETFs, and fixed-income securities, along with alternative investments and derivative strategies.

Timothy Molloy is a financial advisor at Argos Wealth Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bessemer Trust for 25 years. Argos Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a risk-based, strategic asset allocation approach with ongoing portfolio monitoring and selective use of third-party money managers.

Henry Wilmerding III is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 credentials with seven years at the firm and a total of seven years in the industry. He has been with Williams Jones Wealth Management and its predecessor firm since 2013. Williams Jones Wealth Management serves high-net-worth individuals and families, as well as pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a concentrated portfolio approach focused on mid- to large-cap equities using a growth-at-a-reasonable-price framework, along with active, tax-aware fixed-income management and access to alternative strategies through affiliated private funds.

Joseph Niehaus is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Jefferies in 2023, he worked at Golden 1 Credit Union and SAFE Credit Union. He also serves as a part-time lecturer at California State University, Sacramento, teaching a graduate-level financial markets course. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized planning process that includes balance sheet reviews, tax and estate planning, executive compensation, and philanthropic planning.

Peter Boockvar is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bleakley Financial Group, Private Advisor Group, Advisory Services Network, and The Lindsey Group. He is the owner and Chief Analyst of The Boock Report, an economic research blog he started in 2017. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing the majority of client assets on a discretionary basis.

Cynthia Stroik is a financial advisor at Fifth Third Wealth Advisors LLC with 14 years of industry experience. She holds a Series 65 designation and has previously worked at M&T Bank, Millington Securities, WBI Investments, and Harthorne Group. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and governmental entities. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often utilizing third-party managers and affiliated model strategies.

Thomas Dowling is a CFP® and CFA® with 31 years of industry experience. He is currently with A.G.P. / Alliance Global Partners, where he has been since 2021. Prior to this, he worked at Aegis Capital Corp and Gunnallen Financial, Inc. Outside of his advisory role, Dowling is involved in providing accounting services as owner and president of Mark Up Equity Ventures, Inc. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving over 7,000 clients with about $2.95 billion in assets under management. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory programs, and brokerage and insurance products using an open-architecture model that includes internally managed strategies and third-party sub-advisers.

Jun Bo Shim is a CFP® professional at Modera Wealth Management, LLC with five years of industry experience. Prior to joining Modera, he worked at Ausdal Financial Partners, Fidelity Investments, and Willis Towers Watson, among others. Outside of his advisory role, he is the owner of JBTLA, LLC, a tax preparation and accounting business serving small businesses. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers and selective investment options.