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.

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.

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.

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.

Facundo Rawson is a financial advisor at Acanto, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Patagonia Capital Advisors, LLC, where he serves as Managing Director focusing on corporate advisory and business development. Acanto is a fee-based investment adviser providing discretionary and non-discretionary portfolio management, financial planning, and quantitative trade-signal services to a range of clients including individuals, trusts, and small businesses. The firm employs a proprietary, model-driven investment approach that combines momentum-based signals with risk parity across U.S. equities and multi-asset ETF/REIT strategies.

George Waters is a CFP® professional with 22 years of industry experience. He is affiliated with Infiniti Wealth Management, where he has worked since 2003 through Durante & Waters, LLC. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning services to individuals, trusts, and estates. The firm focuses on asset allocation and diversification using mutual funds, ETFs, and other low-correlation securities, delivering tailored portfolios through ongoing consultations and regular account reviews.

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.

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.

Kyle Matson is a CFP® professional with six years of experience in the financial industry. He has worked at Matson Financial Advisors, Inc. since 2020 and previously spent six years at Harrison and Star. Matson Financial Advisors provides financial planning and wealth management services to individuals, families, trusts, and not-for-profit organizations. The firm focuses on a comprehensive planning process and collaborative, plan-driven portfolio construction, offering investment advice combined with retirement, tax, estate, insurance, and education planning.

Lauren Hauck is a financial advisor at CastleKeep Investment Advisors with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 14 years. CastleKeep Investment Advisors provides portfolio management, investment advisory, money manager search and monitoring, and investment analysis for individuals, families, trusts and estates, high-net-worth individuals, and private investment companies. The firm employs a client-by-client approach using qualitative and quantitative fundamental analysis and manages approximately $921 million in client assets.

Jason Waxler is a financial advisor at Income & Asset Advisory, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Financial Services, Inc. and Osaic Wealth, Inc. He is also a principal of Katonah Capital Group LLC and operates as an independent insurance agent. Income & Asset Advisory provides investment advice to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers customized portfolio management and pension consulting services, employing a mix of fundamental, technical, quantitative, and qualitative analysis with a generally buy-and-hold investment approach.

Michael Carlin is a financial advisor at Fairfield, Bush & Co. with 15 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. Fairfield, Bush & Co. provides investment advisory and portfolio management services to high-net-worth individuals and institutional clients, offering customized and model portfolios with both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis with a macroeconomic perspective and employs a mix of long-term, short-term, and option strategies.

Traci Saxon is a financial advisor with Trivium Point Advisory, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior experience includes roles at LPL Financial, Purshe Kaplan Sterling Investments, Paradigm Financial Partners, and Kestra Investment Services. She is also involved in related business activities including insurance and accounting services affiliated with Trivium Point. Trivium Point Advisory LLC is an SEC-registered multi-advisor wealth management firm managing approximately $1.63 billion in assets. The firm serves individuals, high-net-worth clients, family offices, trusts, charitable organizations, businesses, and retirement plans, offering tailored portfolio management, financial planning, and retirement-plan advisory services with a focus on fundamental analysis and diversified asset allocations.

Charles Krause is a financial advisor at Fairfield, Bush & Co. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fairfield Research Securities Corporation since 1991. Krause serves as a director of Stearns Investment Corp. and HJ Baker & Bro., and is a trustee of the Estate of R.N. Stearns. Fairfield, Bush & Co. provides investment advisory and portfolio management services to high-net-worth individuals and institutional clients, offering both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis with a macroeconomic perspective, utilizing a mix of long-term, short-term, and option strategies.

Michael Herbert is a CFP® and ChFC® at Third View Private Wealth with five years of industry experience. Prior to joining Third View Private Wealth in 2025, he held roles at PROCYON Advisors, LLC, MassMutual Life Insurance Company, and Barnum Financial Group. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, families, businesses, and institutional entities. The firm utilizes a combination of in-house and third-party model portfolios, separately managed accounts, and alternative investments to deliver tailored strategies.