Zachary Olson is a financial advisor at Drum Hill Capital, LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Drum Hill Capital since 2012. Drum Hill Capital provides investment management, financial planning, and consulting services to individuals, families, IRAs, trusts, and charitable organizations. The firm combines macroeconomic analysis with fundamental research and offers diversified strategies, including the use of margin and options, as well as specialized equity models and alternative investment guidance.

Abram Ozeck is a financial advisor at FAO Wealth Inc with eight years of industry experience. His prior roles include positions at Cooper Financial Services, Inc., CFS Securities, Inc., and Ozeck Financial Group. He holds Series 63 and Series 65 licenses and is also an insurance agent. FAO Wealth Inc serves pooled and institutional retirement-plan clients, offering discretionary asset management and ERISA 3(21) fiduciary services. The firm’s investment approach incorporates multiple analysis methods to develop both long- and short-term strategies and supports plan sponsors through ongoing portfolio management and participant education.

Sheila Morgan is a financial advisor at Diamant Asset Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab since 2017, as well as Liberty Bank Investment Services and Raymond James Financial Services from 2015 to 2017. Diamant Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment philosophy focused on fundamental analysis and integrates tax considerations and client communication into its portfolio management.

Thomas Arisco is a financial advisor at Innovative Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Arisco Insurance Group, Bankers Life, and TD Growers. He is also licensed to sell Medicare health, life, and annuity products, earning commissions from these sales. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, employing a “Human Robo” advising approach that integrates technology with personalized client information. The firm offers subscription services, a client newsletter, and access to alternative investments for eligible clients.

Joseph Sladek is a partner at Sladek & Witek, LLP, with 25 years of industry experience. He has been with the firm since 1994 and is also a licensed Certified Public Accountant, practicing full time in the affiliated CPA firm under the same name. Sladek & Witek, LLP is a fee-only advisory and accounting firm that provides financial planning, investment management, and traditional tax preparation services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines advisory services with an accounting practice, serving primarily non-high-net-worth clients through a disciplined investment approach and personalized service.

Thomas Hoffman is a CFA® charterholder with 13 years of industry experience. He has been with Netherby Advisors LLC since 2012. Outside of his advisory role, he serves as vice-chair of the board of managers and co-chair of the investment and financial management committee for the Fairmount Cemetery Association of Newark and Somerset Hills. Netherby Advisors LLC provides discretionary investment management and financial planning services to individuals, families, trusts, foundations, and qualified plans, as well as sub-advisory support to banks and other advisers. The firm employs a core-and-satellite investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering globally diversified portfolios through various investment vehicles and maintaining regular monitoring and rebalancing.

John Hill is a CFA® charterholder with three years of industry experience. He has worked at Quorus Inc. since 2022 and previously held roles at Tegus and The Vanguard Group. Quorus Inc. provides professional portfolio management primarily to registered investment advisors and wealth managers, offering services through bespoke Separately Managed Accounts and sub-advisory relationships. The firm uses technology-driven implementation and tax-overlay strategies, including model due diligence and automated tax-loss harvesting, to serve a range of clients from individuals to family offices.

Michele Dunbar is a financial advisor at Dunbar Associates, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Mass Mutual Investors Services, LPL Financial, and Chelsea Financial Services. Dunbar Associates provides advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, and retirement-plan advisory services. The firm manages approximately $307.5 million in client assets and employs a combination of discretionary and non-discretionary portfolio management, utilizing mutual funds, ETFs, individual stocks, and bonds with a primarily long-term investment approach.

Sheila Pettee is a CFA® charterholder with 35 years of experience in the investment industry. She is president and chief compliance officer of Pettee Investors, Inc., where she has worked since 2015. Since 2018, she has also been involved with Hoya Capital Real Estate, LLC. Pettee Investors, Inc. provides discretionary and non-discretionary investment management to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement accounts, foundations, and institutions. The firm focuses on valuation-driven equity strategies across large- and mid-cap growth and equity REITs, employing fundamental and technical analysis with a typical one- to three-year investment horizon.

Matthew Gachi is a CFP® with 29 years of industry experience, currently affiliated with Catum Advisory Group, LLC, where he has worked since 2016. He has held roles at CB Design Group and Iag, LLC, and serves as Vice President of Devlin & Associates, Inc., a third-party administrator firm unrelated to investment advisory. Catum Advisory Group manages approximately $128.6 million for about 75 clients, including individuals, high-net-worth clients, retirement plans, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services with strategies that incorporate borrowing and derivatives alongside option overlays managed through a sub-adviser.

Thomas Kerney is a financial advisor with Cooper Financial Services, Inc. He holds Series 65 and Series 66 designations and has 15 years of industry experience. His prior roles include positions at Independent Capital, LLC, Key Bridge Compliance, LLC, and CFS Securities, Inc., among others. Cooper Financial Services, Inc. provides financial planning, consulting, and investment management to individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a combination of charting, fundamental, and technical analysis with strategies ranging from long-term investing to short-term trading, managing approximately $184 million in discretionary assets for about 1,335 clients.

Lukasz Thieme is a CFA® charterholder with three years of industry experience. He is currently with Waypoint Financial, LLC and has previously worked at Fanton Hill Capital Management, LLC and Iridian Asset Management, LLC. Waypoint Financial, LLC offers investment management, comprehensive financial planning, and standalone fundamental research to individuals, small businesses, and retirement plans. The firm emphasizes passive investment management using diversified, low-cost index funds and ETFs, while also providing non-discretionary fundamental research and 401(k) participant education.

Bruce Ryan is a financial advisor at Noble Capital Management, Inc. with 50 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Advisory Group Equity Services Ltd and Source Capital Group, Inc. He also operates under the d/b/a RHK Capital. Noble Capital Management, Inc. provides discretionary portfolio management and retirement planning primarily to individual and high-net-worth clients, utilizing model portfolios focused on ETFs and mutual funds. The firm employs a model-based, ETF-centric approach with dynamic asset allocation guided by relative-strength analysis and daily market assessments.

Timothy Pettee is a financial advisor at Pettee Investors Inc with a Series 65 credential and three years of industry experience. He has previously worked at AIG Sunamerica Capital Services and AIG Sunamerica Asset Management Corp for over 17 years. He is also involved with Hoya Capital Real Estate, an affiliated SEC-registered investment adviser. Pettee Investors Inc provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement accounts, foundations, and institutional clients. The firm emphasizes valuation-driven equity strategies across large- and mid-cap growth and equity REITs, managing portfolios with a one- to three-year horizon using fundamental and technical analysis.

Aurora Maher is a financial advisor at AMFA LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with AMFA LLC since 2018. AMFA LLC provides discretionary investment advisory services to individuals, high-net-worth clients, small businesses, pension plans, and certain institutional clients, including other investment advisers and non-U.S. investors. The firm employs a data-driven, quantitative investment approach that includes portfolio management across public securities, private fund interests, digital assets, commodities, and derivatives.

Prashant Joshi is a Series 65-licensed financial advisor at Quorus Inc. with one year of industry experience. His prior roles include positions at New York University Stern, Lazard, Parametric Portfolio Associates/Morgan Stanley, and BCCM Advisors. Quorus provides professional portfolio management primarily as a sub-advisor to registered investment advisors and wealth managers, while also serving individual and high-net-worth clients through separately managed accounts. The firm applies technology-driven portfolio implementation and tax-overlay management utilizing licensed third-party models and automated processes, distinguishing itself with a model-licensing affiliation with WisdomTree.

Joseph Romano is a financial advisor at Eagle Wealth Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp for six years. Outside of his advisory role, he is involved in business development for a commercial lighting company and serves as CEO of a theatre and musical production company. Eagle Wealth Advisors is an SEC-registered firm serving individuals, trusts, estates, charitable institutions, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and business consulting, utilizing a comprehensive investor profiling process and a range of investment approaches tailored to client needs.

Michael Butler is a financial advisor at Cooper Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has been working with CFS Securities, Inc. and Cooper Financial Services since 2014. In addition to his advisory role, he is a silent partner member of Butler Insurance Group, LLC. Cooper Financial Services provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of investment strategies tailored to client objectives and manages approximately $184 million in discretionary assets.

Elaine Biersack is a financial advisor with Round Rock Advisors LLC, holding a Series 65 designation and five years of industry experience. She previously worked for Greenwich Investment Management, Inc. for ten years before joining Round Rock Advisors in 2023. Round Rock Advisors serves individuals, high-net-worth clients, retirement plans, trusts, and institutional investors with investment management, financial planning, and retirement-plan advisory services. The firm employs multiple internal teams using fundamental, long-term analysis and offers access to independent sub-advisors and specialized investment strategies, including management of an Australian-registered micro-cap fund.

Justin Thomas is a financial advisor at Stableford Capital LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stableford Capital since 2016. Outside of advising, he is a member and owner of OPR Holdings, LLC, an entity established to receive income from his interest in Stableford Capital. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm offers discretionary portfolio management alongside financial planning and retirement-plan advisory, utilizing a committee-supported process focused on long-term returns and risk management.