Maria Garyfallos is a financial advisor at Tepp Wealth Management with four years of industry experience and a Series 65 credential. She has been with Tepp Wealth Management since 2018 and previously worked at Pantagis Renaissance for 23 years. Tepp Wealth Management serves individuals, high-net-worth families, estates, trusts, retirement plans, and corporate clients, offering investment management and financial planning services. The firm focuses on diversified asset allocation with a combination of strategic and tactical investments and integrates tax planning through an affiliation with Tepp Accounting and Business Services, Inc.

Alexander Petronella Jr. is a financial advisor with Stolzer Rothschild Levy LLC in Basking Ridge, NJ, holding a Series 65 designation and seven years of industry experience. He has operated AJP Consulting since 2010 and is also engaged in the sale and consulting of corporate benefits, including medical, dental, and vision insurance. Stolzer Rothschild Levy LLC provides wealth management, investment advisory, and retirement-plan consulting services to individuals, trusts, corporate plans, and other advisors, using a top-down global investment framework that emphasizes buy-and-hold strategies and portfolio optimization.

Kelly Pearce is a financial advisor with BPP Wealth Solutions, LLC, holding a Series 66 license and three years of industry experience. Prior to joining BPP Wealth Solutions, Pearce worked at Mutual Securities, Inc. and Ogilvy Health. BPP Wealth Solutions provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes asset allocation, diversification, and volatility management, using independent professional managers and customized portfolios aligned with clients’ risk tolerances and liquidity needs.

Marjorie Netkin is a financial advisor with Woodstock Wealth Management, Inc. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Her prior work includes roles at Woodstock Financial Group, Inc. and St Bernard Financial Services. She serves as president and majority owner of Edgewood Financial Group, which operates branch offices for her affiliated firms. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million in assets and offers tailored investment strategies, including a performance-based fee program benchmarked to the SPDR S&P 500 ETF.

Jeanette Lucas is a CFP® with 16 years of industry experience and has been with Condor Capital Management since 2005. She is based in Martinsville, NJ, and holds a Series 65 credential. Condor Capital Wealth Management serves individuals, including high-net-worth clients, as well as business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only portfolio management, financial planning, and pension consulting, utilizing a range of investment vehicles and employing AI tools alongside human oversight.

Zachary Feinberg is a financial advisor at Glen Eagle Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Asset Based Lending, Tipico, Trusted Media Brands, and CIT Group. Glen Eagle Advisors provides investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models supplemented by fundamental and technical analysis. The firm offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting, with a buy-and-hold investment approach that includes rebalancing and stop-loss tools.

John Naphor is a financial advisor at Paradigm Investment Advisory, LLC with 35 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and INVEST Financial Corp. Outside of advising, he is also an author. Paradigm Investment Advisory provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term investment strategies grounded in fundamental analysis and constructs customized portfolios using institutional mutual funds, ETFs, individual equities, and bonds.

David Hall is a financial advisor at Woodstock Wealth Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup for seven years before joining Woodstock in 2020. Hall also operates as a sole proprietor selling non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million in assets and offers tailored investment strategies, including a distinctive performance-based fee program tied to capital appreciation relative to the SPDR S&P 500 ETF.

Brendan Byrne is a financial advisor with Byrne Asset Management, LLC, holding a Series 65 designation and over 22 years of industry experience. He has been with Byrne Asset Management since 1992. Byrne Asset Management provides discretionary investment advisory services and basic financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis to guide investment decisions, and it is notable for publicly disclosing performance data for certain strategies.

David Stanley is a financial advisor with Aegis Wealth Management, Inc. in Grandville, MI. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked in various positions including licensed life insurance agent and roles in construction and hospitality. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers.

Daniel Long is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mendham Capital Management, Inc. He has worked with Raymond James Financial Services since 2016. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities, focusing on written financial plans, modular consulting, and specialized support such as cost-basis accounting and paperwork related to divorce and estate administration. The firm employs an hourly and fixed-fee model rather than discretionary portfolio management, offering educational seminars and coordinating with clients' other professional advisers.

Frank Abella Jr. is a financial advisor with Investment Partners Asset Management in Metuchen, NJ, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Investment Partners Asset Management since 1999 and previously worked for T.R. Winston & Company, LLC for 17 years. He is also involved with Investment Partners Group and Subsidiaries, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing, using strategies such as tactical asset allocation, derivatives, and allocations to mutual funds, ETFs, and private funds.

Daniel Satz is a financial advisor at Novi Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Wealth Management Group, LLC since 2015. Novi Wealth Partners serves individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate and pension plans, providing comprehensive financial planning and investment management on a fee-only basis. The firm manages approximately $492 million in client assets through a team of eight advisors and employs a documented asset-allocation process that integrates client goals, risk tolerance, and tax-aware portfolio construction.

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.

Michael McGrady is a CFP® professional with 25 years of industry experience, currently affiliated with Tilson Financial Group Inc. He has worked at Tilson Financial Group since 1999 and has been with American Portfolios Financial Services INC since 2012. McGrady is also a co-president of the accounting firm Tropeano & McGrady, P.C., providing accounting and tax services alongside his financial advisory work. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, offering 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.

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.

Ryan Toohers is a Series 65-licensed financial advisor with three years of industry experience. He has worked at Carapace Financial Advisors LLC since 2023, with prior roles at J O Hambro Capital Management, InTandem Capital Partners, and Villanova University. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services primarily to high-net-worth and accredited investors, institutional clients, and other investment advisers. The firm employs customized market-linked hedging and investment strategies that combine diversified collateral portfolios with exchange-listed options to seek defined downside protection and targeted upside participation.

Kerry Mellott is a financial advisor with Mendham Capital Management, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at Mendham Capital Management since 2014, with prior experience at International Advisory Consultants Inc. and Raymond James Financial. Mendham Capital Management provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities, focusing on written financial plans, modular consulting, and cost-basis accounting. The firm delivers advice primarily through hourly and flat-fee engagements and offers no-charge educational seminars.

Matthew Werner is a CFA® charterholder with seven years of industry experience. He has worked at RSW Investments and its affiliated entities since 2017, including RSW Investments Holdings, LLC. RSW Investments manages municipal fixed-income portfolios for individual and institutional clients, primarily through financial intermediaries and wrap-fee program sponsors. The firm focuses on municipal bond strategies emphasizing after-tax total return, employing credit research and duration management across three core mandates.

Brian Arena is a financial advisor at Byrne Asset Management, LLC with six years of industry experience. He holds a Series 65 credential and previously worked for the State of New Jersey - Division of Investment for 33 years before joining Byrne Asset Management in 2019. Byrne Asset Management provides discretionary investment advisory services and basic financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis, offering customized portfolios and publicly disclosing performance for certain strategies.