Ryan Zacharczyk is a CFP® professional with 17 years of experience in financial planning. He has been with Zynergy Retirement Planning since 2007, where he serves as one of three advisors. Zynergy Retirement Planning works with individuals and couples at or near retirement, offering fee-only financial planning and discretionary investment management tailored to retirement goals. The firm employs a passive, index-focused investment approach and integrates multi-level tax services into its advisory offerings.

Juan Perez Mayo is a financial advisor with Atlas Private Wealth Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Atlas since 2016 and has concurrent experience at LPL Financial starting in 2013. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, providing portfolio management and financial planning. The firm employs tailored strategies across various LPL Financial-sponsored platforms, combining asset allocation with fundamental, technical, and cyclical analysis.

Ryan Fause is a financial advisor with Withum Wealth Management in Red Bank, NJ, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. He has worked at Pwm Advisory Group, LLC since 2011 and Pinnacle Associates, Ltd. since 2002. Outside of advisory work, Mr. Fause is the owner and managing partner of two real estate investment vehicles used for personal investment. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension and profit-sharing plan sponsors, trusts, estates, and charitable organizations. The firm employs a goals-based investment process with tax optimization and customized portfolios, offering integrated wealth management services primarily to clients with over $2 million in assets.

Robert Walsh is a CFP® professional with 23 years of industry experience, currently serving at Lighthouse Financial Advisors, Inc. since 1999. He is part of a six-advisor team based in Red Bank, NJ. Lighthouse Financial Advisors provides comprehensive wealth management, financial planning, retirement-plan consulting, and optional tax-preparation services to individual and high-net-worth clients, affiliated trusts and estates, and charitable organizations. The firm emphasizes collaborative investment planning, primarily allocating assets among mutual funds and ETFs, and typically manages assets on a non-discretionary basis with client-directed implementation.

Christopher Acquaviva is a financial advisor at Cross Financial Advisors in Manalapan, NJ, holding a Series 66 designation with ten years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Merrill, Lumida Wealth Management LLC, Axa Advisors, and Keller Williams. Cross Financial Advisors offers investment management, financial planning, consulting, and retirement-plan services to a diverse client base, including individuals, families, estates, trusts, corporations, and charitable organizations. The firm employs a blend of strategic and tactical asset allocation with long-term and value-oriented holdings, utilizing a range of investment vehicles and providing both discretionary and non-discretionary portfolio management.

Jaclyn Campis is a CFA® charterholder with one year of experience at Tomoro LLC. She previously worked at Schroders Asset Management for eight years, Credit Suisse Asset Management for one year, and AXA US for two years. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, estates, foundations, and qualified retirement plans. The firm uses fundamental analysis to tailor portfolios across various asset classes, pursuing primarily long-term strategies with flexibility for shorter-term trades when appropriate.

Gregory Guenther is a financial advisor at GRANTvest Financial Group LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GRANTvest since 2020 and at Calton & Associates, Inc. since 2013. Outside of his advisory role, Guenther is involved in insurance sales and owns an LLC for tax filing purposes. GRANTvest Financial Group provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in assets and emphasizes diversified, ETF-focused portfolios tailored to client goals and risk tolerance.

Jeffrey Wyrwa is a ChFC® with 19 years of industry experience, currently serving at Buckman Advisory Group LLC since 2007. He holds Series 63 and Series 65 licenses and is based in Little Silver, NJ. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and access to third-party money managers. The firm uses a mix of fundamental, technical, and cyclical analysis to construct portfolios across various asset classes and manages accounts on a discretionary basis with regular reviews.

Bryan Kaufman is a financial advisor at Paradigm Wealth Advisory LLC in Bridgewater, NJ, holding a Series 65 credential with three years of industry experience. He previously worked at Kaufman & Gumnic LLP for 17 years and currently operates as a self-employed partner in a CPA firm focusing on tax preparation for individuals and entities. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, families, trusts, and institutions, using a primarily long-term, fundamental investment approach tailored to clients’ accumulation and retirement needs.

James Greco is a financial advisor with CSI Group Advisors, LLC, holding a Series 65 credential and 12 years of industry experience. His prior roles include positions at LPL Financial and First Boston Financial Group, Inc. He is also owner of CSI Group Business Solutions, LLP, a tax preparation and accounting firm. CSI Group Advisors, LLC is an SEC-registered advisory firm offering financial planning, portfolio management, and tax-related services through a family of affiliated companies. The firm provides customized investment strategies and in-house estate planning and tax preparation services via affiliated legal and CPA entities.

James Babcock is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Mezzasalma Advisors. He has held prior roles at several firms, including Lyceum Financial Group, Avantax Investment Services Inc., and Block Advisors. Babcock is involved with Lyceum Financial Group, where he provides retirement, estate, and tax planning services in addition to wealth advisory for high-net-worth clients. Mezzasalma Advisors offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting to individuals and employer plan sponsors. The firm employs multiple analytical approaches and typically pursues long-term investment strategies tailored to client objectives.

David Sutton is a financial advisor at Tomoro LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Park Avenue Securities, Guardian Life Insurance Company, and Penn Mutual Life Insurance Company. Sutton is also involved with Invst LLC, an RIA based in Indianapolis. Tomoro LLC provides investment advisory and financial planning services to a range of clients including individuals, high net worth clients, family offices, and qualified retirement plans. The firm employs fundamental analysis and a diverse mix of investment vehicles, focusing primarily on long-term strategies while allowing shorter-term trades as needed.

Roy Labaton is a financial advisor with MariPau Wealth Management LLC, holding a Series 65 credential and four years of industry experience. He has worked at MariPau Wealth Management since 2022 and has been associated with Abrahamsen Financial Group since 2017. Outside of his advisory roles, he was involved with Man Made Music for one year. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities, including high-net-worth clients. The firm operates as a fiduciary, offering discretionary portfolio management and financial planning while utilizing a network of Advisory Affiliates and maintaining a focus on managed accounts through platforms like Signal and Orion.

Robert Joel is a CFP® professional with 15 years of industry experience. He is currently with Salvus Wealth Management, LLC, where he has worked since 2014, and also has experience at ThePARTNERS Wealth Management. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and other businesses, providing tailored investment management, financial planning, and retirement plan consulting. The firm combines multiple investment strategies across various asset classes and employs fundamental, technical, charting, and cyclical analysis in managing client portfolios.

Christopher Vining is a financial advisor at Empire Financial Management Company, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Empire Financial Management Company and Empire Asset Management Company since 2016. Previously, he was involved with New World Bistro Bar from 2014 to 2020. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with regular account reviews and the ability to incorporate alternative strategies as appropriate.

David Mozeika is a financial advisor with Tomoro LLC based in Colts Neck, NJ, holding a Series 66 credential and with 24 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved in software development and planning platforms aimed at improving client savings and financial organization. Tomoro LLC provides personalized investment advisory and financial planning services to a diverse client base including individuals, family offices, trusts, and foundations. The firm utilizes fundamental analysis and a range of investment vehicles to tailor portfolios, generally focusing on long-term strategies while allowing for tactical adjustments to meet client goals.

Quincy Mckean III is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Mercer, Bokert, Buckman & Reid, Inc. since 1994. Outside of advisory services, he is the Executive Director of the Mary Borden Foundation, which makes grants to non-profit organizations. Buckman Advisory Group serves individuals, trusts, estates, charitable organizations, and retirement plans through discretionary portfolio management, financial planning, and access to third-party money managers. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios across a range of assets and risk profiles.

Lauren Siewert is a financial advisor at Mountain Hill Investment Partners with four years of industry experience. She holds a Series 65 designation and has been with Mountain Hill Investment Partners since 2019, following a decade at The Siegfried Group. Mountain Hill Investment Partners is a boutique family-office style registered investment adviser serving families, individuals, corporations, trusts, estates, and corporate 401(k) plan sponsors. The firm manages approximately $360 million in client assets and constructs portfolios in-house using a combination of fundamental and technical analysis, asset allocation, and option strategies.

George Drawbaugh is a financial advisor with Grantvest Financial Group LLC in Matawan, NJ, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at LifeMark Securities Corp., Securities America Inc., and managing his own firms, Drawbaugh Financial, LLC and College Funding Associates, LLC. Outside of advisory work, he provides college planning services through College Funding Associates and offers marketing and sales of employee benefits through Drawbaugh Financial. Grantvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in client assets and typically constructs diversified, ETF-focused portfolios tailored to clients' goals and risk tolerance.

Samudra Raychaudhuri is a financial advisor with Atlas Private Wealth Advisors in Red Bank, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Atlas Private Wealth Advisors and affiliated with LPL Financial since 2016. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, providing portfolio management and financial planning through tailored strategies across multiple platforms. The firm employs asset allocation combined with fundamental, technical, and cyclical analysis and manages approximately $860 million in assets.