Jason Zalarick is a financial advisor with Synergy Asset Management, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has previously worked with Synergy Financial Management, LLC, Equity Advisor Solutions, Fidelity, and Advisors Asset Management, Inc. Synergy Asset Management provides wealth management and financial planning services to individuals, high-net-worth investors, business owners, trusts, and retirement plans. The firm employs an active investment approach that integrates tactical asset allocation with fundamental and quantitative analysis, managing portfolios from a total-return perspective and offering custom strategies including concentrated equity, bond, and ETF-based models.

Hiren Shah is a financial advisor at Condor Capital Wealth Management with 13 years of industry experience. He holds the Series 65 designation and has been with Condor Capital Management since 2011. Prior to that, he worked for nine years at the Township of East Brunswick Recreation Department. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only portfolio management and financial planning, using a variety of investment vehicles including equities, fixed income, mutual funds, ETFs, and private funds, and incorporates technology such as AI tools to support adviser analysis while maintaining human oversight.

Brendan Hughes is a CFP® with seven years of industry experience, currently affiliated with Condor Capital Wealth Management. His prior roles include positions at Corient, RegentAtlantic, Pathstone Family Office, and Bleakley Financial Group. Condor Capital Wealth Management serves individuals, business entities, trusts, pension plans, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs a fee-only investment approach that incorporates equities, fixed income, mutual funds, ETFs, separate account managers, and selective private and interval funds, supported by AI tools under human oversight.

Brad Jacobson is a financial advisor with Oliver Luxxe Assets LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Oliver Luxxe Assets LLC since 2014. Outside of his advisory role, Jacobson is involved as a partner in Poe Yoga LLC, a business offering hot yoga classes, where he assists with accounting and operations. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management to individual and institutional clients, including pension plans, trusts, and family offices. The firm uses a multi-factor proprietary quantitative screening process combined with fundamental research to implement diversified investment strategies across equities, fixed income, ETFs, and third-party managers.

Jordan Gilberti is a CFP® with eight years of experience in financial planning. He is currently an investment advisor representative for Boldin Advisors and Core Planning and has prior experience at Facet Wealth, Family Focus Financial Group, and Rutgers University. Gilberti also works as a senior planner with Ontrail, Inc., providing consulting services and financial plan development. Boldin Advisors serves individuals, high net worth clients, trusts, estates, and small businesses by offering financial planning and investment consultations based on Modern Portfolio Theory. The firm emphasizes a long-term, buy-and-hold investment approach using low-cost index funds and ETFs and operates as a fee-only adviser without discretionary portfolio management.

Thomas Paluck is a financial advisor with TSP Capital Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with TSP Capital Management Group since 2004. Outside of his advisory role, he serves on the boards of several non-profit charitable institutions and participates in an investment club. TSP Capital Management Group provides discretionary and non-discretionary investment management services to individuals, trusts, estates, pension and profit-sharing plans, business entities, charitable organizations, and an investment club. The firm focuses on portfolio management, employing a mix of fundamental and technical analysis to tailor portfolios to client objectives, income needs, and tax considerations.

Peter Ostrowski is a Series 65-licensed advisor at Condor Capital Wealth Management with one year of industry experience. His prior work includes positions at First Capital Advisors Group, Bloomberg, and Kroll, as well as time associated with Rutgers University. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment management and financial planning services, utilizing a range of strategies including direct indexing and cryptocurrency exposure under human oversight, with a multi-office structure and distinctive marketing approach.

Matthew Biedron is a financial advisor with Oliver Luxxe Assets LLC, holding a Series 65 designation and nine years of industry experience. He has been with Oliver Luxxe Assets since 2015. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to individual and institutional clients, including pension and profit-sharing plans, trusts, charitable organizations, and family offices. The firm employs a proprietary multi-factor quantitative screening process combined with fundamental research, managing a variety of equity and income strategies through model portfolios and sub-advisers.

Michael Haua is a financial advisor at Paradigm Investment Advisory, LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at Bruen Wealth Management, LPL Financial, Paradigm Wealth Management, Timedox Inc, MedMen LLC, Guitar Center Inc., and Lyft. Paradigm Investment Advisory, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, and businesses. The firm offers primarily discretionary portfolio management with a long-term orientation, utilizing institutional mutual funds, ETFs, individual equities, fixed income, and independent third-party managers, alongside retirement plan advisory services including ERISA 3(21) and 3(38) support and participant education.

Konstantin Danias is a CFP® professional with 34 years of experience in the financial advisory industry. He is currently with Paradigm Investment Advisory, LLC and has prior experience at LPL Financial and Prospera Financial Services. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach based on fundamental analysis and offers customized portfolios that may include institutional mutual funds, ETFs, individual equities, bonds, and third-party managers.

Nalby Nouh is a financial advisor at Prestige Wealth Management Group, LLC with one year of industry experience. He previously worked at Beacon Trust for four years and attended Seton Hall University. Prestige Wealth Management Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management and standalone financial planning. The firm offers a variety of strategies and investment vehicles, and is affiliated with other financial and accounting service providers.

Kristopher Jones is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Condor Capital Wealth Management since 2023. Prior to joining Condor, he was involved in property management and a payment services business. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing portfolio management, financial planning, and pension consulting services. The firm employs a fee-only investment approach utilizing various asset types, including equities, fixed income, ETFs, and private funds, and incorporates AI tools to support advisor analysis while maintaining human oversight.

Linda Wang is a Series 65-licensed financial advisor with Condor Capital Wealth Management in Martinsville, NJ, and has two years of industry experience. She has been with Condor Capital since 2023 and has a background that includes roles at Rutgers University and Highland Park High School. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting, employing a fee-only investment approach that includes equities, fixed income, mutual funds, ETFs, and private funds, supported by AI tools and a multi-office presence.

Jacob Boylan is a CFP® with eight years of industry experience, currently serving as an advisor at Condor Capital Wealth Management since 2016. He holds a Series 65 license and is based in Martinsville, NJ. Condor Capital Wealth Management serves individuals, including high-net-worth clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs with a range of strategies, including direct indexing and cryptocurrency exposure, supported by AI tools and human oversight, and operates across 17 offices.

Frederick Ziwot is a financial advisor at Carapace Financial Advisors LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Financial Northeastern Securities and Merrion Investment Management Co., among other firms. Carapace Financial Advisors provides discretionary portfolio management and sub-advisory services to high-net-worth and accredited investors, institutional clients, and other investment advisers. The firm employs a proprietary, quantitative approach that combines market-linked hedging strategies using options with diversified collateral portfolios to seek defined downside protection and tailored upside participation.

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.

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.

Daniel Connolly is a financial advisor at Covenant Asset Management, LLC with 13 years of industry experience. He has worked at Covenant Asset Management since 2013 and has prior experience with Park Avenue Securities, Guardian Life Insurance Company, and Pagano, Connolly & Co. He also owns a tax preparation and accounting services business. Covenant Asset Management is an SEC-registered advisory firm managing approximately $692.6 million for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a growth-at-a-reasonable-price and thematic equity approach, with a focus on tax efficiency, low turnover, and the use of option strategies for risk management and income generation.

Joseph White is a CFP® and CFA® with 14 years of industry experience. He is currently with Paradigm Investment Advisory, LLC and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. White is also involved in independent advisory firms, including Paradigm Wealth Advisory LLC and Paradigm Advisor Group LLC, where he holds ownership stakes and provides support. Paradigm Investment Advisory, LLC offers discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis and provides customized portfolios with ongoing wealth management and formal annual reviews.

Jamie Fang is a financial advisor with Arkadios Wealth Advisors in Raritan, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Arkadios and its affiliated entities since 2011, including roles at Rivertan Financial Group and Triad Advisors Inc. Fang also serves as Vice President of Operations at Rivertan Financial Group. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers portfolio management, retirement plan consulting, and financial planning services.