Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Raul Berina is a financial advisor at Magellan Financial Solutions LLC with 17 years at the firm and four years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advising, he provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC is a solo-registered investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, and retirement/profit-sharing plans. The firm offers discretionary portfolio management and financial planning, employing a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, with an emphasis on capital preservation and risk management.

Kenneth Gibbons is a financial advisor at Financial Engineering LLC in Sparta, NJ, with six years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors LLC, David Gerson CPA, and Professional and Reliable Accounting Services LLC. In addition to his advisory role, he owns Financial Strategies LLC, an insurance and annuities business. Financial Engineering LLC serves individuals, families, business owners, and pension/retirement plan sponsors with financial planning, investment advisory services using third-party managers, and retirement-plan consulting. The firm combines accounting and tax preparation services with financial planning and offers insurance and annuity products through an affiliated insurance practice.

Jonathan Durant is a CFP® professional with 26 years of industry experience. He is the sole advisor at Durant Financial Planning LLC, an independent firm he has led since 2019. Prior to founding his firm, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisers. Durant Financial Planning LLC serves individual clients, including both non-high-net-worth and high-net-worth households, managing approximately $22.2 million across about 54 accounts. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial planning, primarily focusing on mutual funds and exchange-traded funds through firm-developed model portfolios and a range of investment strategies.

Martial Frindethie is a financial advisor at The Millstone Evans Group, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Raymond James & Associates, Inc. for ten years before joining his current firm. The Millstone Evans Group serves individuals, including high net worth clients, as well as trusts, charitable organizations, and other entities, offering portfolio management, financial planning, and advisory services. The firm employs a comprehensive investment process incorporating fundamental, technical, and ESG analysis, utilizing mutual funds, ETFs, stocks, fixed income, and tailored strategies such as options and structured notes.

Juan Lewis is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He is the founder and owner of JJL Financial, an insurance-related business, and serves as a FINRA arbitrator. Lewis has worked at several firms including MML Investors Services, Cambridge Investment Research Advisors, and Equitable Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment solutions and access to third-party advisors, emphasizing non-high-net-worth individuals rather than corporate or charitable clients.

Theresa Markham is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lexington Avenue Capital Management LLC and operated Markham Asset Management LLC. Outside of her advisory work, she serves as Treasurer for the Vernon Chamber of Commerce, a nonprofit organization. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a mix of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing through a large enterprise platform.

Blane Tierney is a financial advisor at Realta Investment Advisors, Inc. in Lafayette, NJ, holding a Series 63 designation with 37 years of industry experience. He has worked at Realta Investment Advisors and Realta Equities since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network LLC. Realta Investment Advisors is an SEC-registered enterprise firm managing approximately $343 million in assets for about 1,900 clients through a team of 54 advisors. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investment options, emphasizing individualized asset allocation and serving a diverse client base including sovereign wealth funds and banking institutions.

Edward Munoz is a financial advisor at FourStar Wealth Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Principal Securities, and MetLife Securities. Outside of his advisory role, Munoz serves as a soccer referee in Sparta Township, NJ. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs both fundamental and technical analysis to tailor discretionary portfolios across various asset classes and also manages private funds.

George Plock Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes positions at LPL Financial, J.W. Cole Advisors, and American Wealth Executives. Outside of finance, he owns Iron Heart Metal Art, LLC, a business unrelated to investment activities. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, financial planning, and access to third-party advisory programs with a multi-sourced investment approach.

Sean Tierney is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Citigroup Global Markets since 2014. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Carlos Davidson is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and over nine years of professional experience. His work history includes roles at Empower Advisory Group, Empower, Capital Truth Advisors, and various positions outside the financial industry such as at Alpine Meats and Deli and White Deer BBQ. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates using both proprietary and third-party methodologies and serves a large participant base relative to its adviser headcount.

Theodore Gerstein is a financial advisor at GWN Securities Inc. with Series 66 credentials and one year of industry experience. His prior work includes roles at Peralte-Clark LLC and assistant duties to Eric Gerstein. Outside of his advisory work, he serves as a baseball umpire. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs including both traditional asset allocation and legacy market-timing strategies.

Ayda Lupo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked with KeyBank and First Niagara Bank, as well as LPL, before joining Key Investment Services in 2016. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability.

Lara Costanzo is a Certified Financial Planner® with 19 years of experience, currently serving at Principal Financial Services. She has been with Principal Securities Inc. and Principal Life Insurance Co. since 2006. Outside of her advisory role, she is a board member of Unplanned Joy, a nonprofit organization, and serves as treasurer for the Parent Teacher Organization at Eleanor G. Hewitt Intermediate School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various adviser and promoter arrangements.

Bonnie Addison is a financial advisor with key Investment Services LLC in Matamoras, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with key Investment Services LLC since 2007. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based programs and collaborates with third-party managers, with oversight supported by dedicated due diligence and advisory committees.

Gregory Giardino is a CFP®-certified financial advisor at Wealth Enhancement Advisory Services, LLC with 17 years of industry experience. His prior roles include positions at Atlas Fiduciary Financial, LPL Financial, Stratos Wealth Partners, Vanderbilt Securities, Gitterman Wealth Management, and Triad Advisors. Outside of advisory work, he serves as Secretary for the Greater Pascack Valley Chamber of Commerce and as Director of Marketing and Communications for the Financial Planning Association of New Jersey. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Ryan Bedross is a financial advisor with Private Advisor Group, LLC, holding a Series 65 license and two years of industry experience. His prior roles include positions at Riverstrong Capital and self-employment, with earlier experience in education and healthcare sectors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

George Leppert III is a financial advisor with Commonwealth Financial Network holding a Series 65 credential. He has experience running The Leppert CPA Group since 2025 and managing Leppert Holdings LLC since 2015. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios using various securities and insurance products.

George Dobbs is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He previously worked at LPL Financial from 2012 to 2019 before joining Independent Financial Group in 2019. Outside of his advisory role, he is also a licensed insurance agent offering various insurance products in New Jersey. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of investment adviser representatives.