Taylor Thomas is a CFP® professional with 12 years of industry experience, currently serving at NCM Capital Management, LLC since 2022. Prior to this, Taylor worked at Round Table Wealth Management for nine years. NCM Capital Management, LLC provides fee-based financial planning, portfolio management, and integrated wealth management services to individual and high-net-worth clients as well as institutional clients such as charities and retirement plans. The firm manages approximately $539 million in assets, employing a blend of passive and active investment strategies focused on long-term, tax-efficient growth, with regular account reviews and attention to tax and transaction costs.

Frank Vicendese is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Foresters Advisory Services LLC, and Vicendese Mortgage and Realty Corp. He is also a commissioned notary in New Jersey. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs diversified, asset-allocation portfolios with institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Paul Muller is a financial advisor with Vision Retirement who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Vision Retirement since 2014 and also maintains a long-standing affiliation with LPL Financial. In addition to his advisory work, Muller collaborates with local CPAs to prepare tax returns for clients. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients through a multi-adviser team. The firm offers integrated financial planning, fiduciary investment management, and automated investing solutions, combining third-party portfolio strategists and custodial technology with firm oversight and tax-aware tools.

William Scholz is a Series 65-licensed advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, with four years of industry experience and over a decade at Maltin Wealth Management. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of top-down macroeconomic analysis and bottom-up security selection to create diversified portfolios tailored to clients’ time horizons, tax status, and risk tolerance.

Matthew Simon is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding the CFP® designation and Series 66 license. He has five years of industry experience, including roles at LPL Financial, Cetera, and Marg Financial. Outside of advisory work, Simon is involved with Fortis Wealth Group, a related business focused on non-variable insurance. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate coordination using a combination of fundamental and technical analysis, strategic asset allocation, and manager due diligence.

Sarah Tepper Fazzari is an advisor with Fortis Group Advisors LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at LPL Financial LLC and Alba Vineyards. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate/wealth-planning coordination, combining fundamental and technical analysis with strategic asset allocation and manager selection.

Sergio Rodriguez is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is currently with Maltin Wealth Management, Inc., where he has worked since 2023. Prior to this, he held roles at Lincoln Financial Advisors Corporation and Cornerstone Institutional Investors, among others. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of top-down macroeconomic analysis and bottom-up security selection to build diversified portfolios tailored to clients’ specific needs and often includes multigenerational planning.

Adrian Rodriguez is a CFP® with three years of industry experience, currently serving at Traphagen Financial Group. His prior roles include positions at Access Wealth and Lincoln 1st Bank. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis, managing discretionary model portfolios and integrating tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Peter Maltin is a financial advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Maltin Wealth Management since 2012. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm manages approximately $425 million in client assets and employs a combined top-down and bottom-up investment process that includes fundamental and technical analysis, offering diversified portfolios with mutual funds, ETFs, and structured products.

Michael Koch is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at LPL Financial, INVEST Financial Corporation, and Thrivent Investment Management. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, estate coordination, and employs a combined fundamental and technical investment approach with a focus on manager due diligence and tax-aware decisions.

Todd Zangrilli is a financial advisor at Alden Investment Group with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Wells Fargo Advisors LLC, Wells Fargo Clearing, Cantella & Co., Inc., and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is a partial owner in two investment entities related to rental properties. Alden Investment Advisors provides portfolio management and financial planning services to individuals, retirement plans, nonprofits, and institutional clients. The firm specializes in retirement programs and executive benefits, employing customized asset allocations with proprietary strategies and integrated technology platforms for comprehensive portfolio oversight.

Michael Sanders is a financial advisor with 24 years of industry experience, currently with 5C Capital Management, LLC. He holds Series 63 and Series 65 licenses and previously worked at Clark Dodge Asset Management LLC for seven years. Sanders serves as a trustee on the BYRAM HILLS School District Board of Education and owns Impact Consulting. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm uses a fiduciary approach with discretionary portfolio management that incorporates quantitative measures, fundamental and technical analysis, and tax-aware construction.

Joseph Spinelli is a financial advisor with Vision Retirement, bringing 32 years of industry experience. His prior firms include Cetera and LPL Financial, and he has operated Spinelli Financial Services since 1995. He holds the Series 63 and Series 65 designations. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and fiduciary investment management. The firm offers discretionary portfolio management, automated investing solutions, and integrates technology with a focus on global diversification, tax-aware strategies, and coordinated tax and financial planning services.

Curtis Brooks is a financial advisor at 5C Capital Management, LLC in Woodcliff Lake, NJ, with 40 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 65 licenses. 5C Capital Management provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, discretionary investment management, and periodic asset allocation and rebalancing. The firm constructs portfolios using a mix of institutional mutual funds, separately managed accounts, ETFs, individual equities, fixed income, and alternative assets when appropriate, following a structured due-diligence process and regularly monitoring accounts under discretionary authority.

Reed Fraasa is a CFP® professional with 21 years of industry experience, currently serving at HIGHLAND Financial Advisors, LLC since 2005. He holds a Series 63 license and is based in Riverdale, NJ. HIGHLAND Financial Advisors is a registered investment adviser that serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm applies Modern Portfolio Theory and strategic asset allocation, using fundamental analysis and third-party research to manage diversified portfolios that include mutual funds, ETFs, and private alternative allocations.

Lance Drucker is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently Chairman at Drucker Wealth and has worked previously at Hornor, Townsend & Kent, Inc. for 39 years. Drucker oversees his team and leads strategic planning at his firm. Drucker Wealth serves primarily pre-retirement and high-net-worth individuals, including mid-career professionals in technology and medical fields and small-business owners. The firm offers comprehensive financial planning and portfolio management, employing a combination of fundamental, technical, tactical, and behavioral analysis to build diversified portfolios.

Vanessa Johnson is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fortis Group Advisors LLC and LPL Financial, LLC since 2018 and previously worked at INVEST Financial Corporation and Marie Rampino. Fortis Group Advisors is a multi-advisor registered investment adviser that serves individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management, financial planning, and estate coordination, utilizing a combination of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence.

Edward Leach is a CFP® professional with 12 years of industry experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC since 2014. He holds a New Jersey real estate license and works occasionally as a referral agent for real estate transactions, receiving fees solely on a referral basis without vested interest. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm offers wealth and investment management services emphasizing Modern Portfolio Theory, strategic asset allocation, and tax-efficient portfolio construction.

Gerald Brown is a CFP® and Series 65-licensed financial advisor at Maltin Wealth Management, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott and Ernst and Young LLP before joining Maltin Wealth Management in 2022. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm combines macroeconomic analysis with fundamental and technical security selection to build diversified portfolios, using mutual funds, ETFs, structured notes, options, and individual securities, and offers multi-generational planning and continuous client reviews.

Joey Casolaro is a CFP® professional with six years of experience at HIGHLAND Financial Advisors, LLC. He previously worked at Moisand Fitzgerald Tamayo, LLC and Newbridge Securities Corporation. HIGHLAND Financial Advisors serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm focuses on wealth and investment management using Modern Portfolio Theory and strategic asset allocation, employing diversified mutual funds and ETFs alongside fundamental analysis and third-party research.