Alan Stuart Fried

Peter Pandolfo Jr is the sole advisor at Pandolfo Capital, LLC, an independent registered investment adviser based in Robbinsville, NJ. He holds Series 63 and Series 65 designations and has 26 years of industry experience, leading his firm since 2008. Pandolfo Capital provides discretionary portfolio management to individuals and various organizational clients, including pension plans, trusts, and charitable organizations. The firm employs a fundamental, value-oriented investment approach with concentrated portfolios and maintains a tailored, discretionary relationship with its clients.

Wesley English is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry. He currently leads Vault Private Wealth LLC, an independent firm he joined in 2024 after seven years at BlackRock and five years at Merrill Lynch. Vault Private Wealth LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporate or institutional accounts. The firm combines fundamental, technical, and cyclical analysis to manage discretionary, asset-allocation-driven portfolios using both passive and active strategies, with attention to tax and liquidity considerations.

Preeti Shah is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. She has been with Enlight Financial LLC since 2016 and previously worked at Woodbury Financial Services, Inc. Shah is also the author and publisher of a spirituality book and founded an online Yellow Pages directory for the Indian community called CopperPages. Additionally, she organizes an entrepreneurial mentorship group through Meetup.com. Enlight Financial LLC is an independent advisory firm that provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages portfolios using a tactical allocation approach that incorporates fundamental and technical analysis across various securities and fixed income instruments.

Anthony Patti is a CFA charterholder and principal of AJ Patti Advisors LLC with two years of industry experience. He previously worked at Credit Suisse for 17 years before founding his independent advisory firm. Patti also serves in an unpaid nonprofit board role. AJ Patti Advisors LLC offers financial and retirement planning, risk management, and portfolio management services to individual and family clients. The firm uses a top-down, allocation-driven investment process focused on agreed-upon asset allocations, risk management, and periodic account reviews, operating as a single-advisor practice without taking custody of client assets or voting proxies.

Thomas Makowsky is the sole advisor at TCM Investment Management in Lawrence, NJ. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Whole Foods and CIM Securities, LLC. TCM Investment Management is a single-advisor registered investment adviser serving individual clients with discretionary portfolio management and ongoing financial consulting through a subscription model. The firm focuses on fundamental analysis with a primarily long-term holding strategy using equities, ETFs, mutual funds, and fixed-income securities.

Gary Garland is a financial advisor at Integrated Wealth Solutions, LLC with 10 years of industry experience. He holds the CFP® designation and a Series 65 license. In addition to his advisory work, he is an attorney specializing in estate planning and elder law through his own law practice, Garland Law Offices, P.A. Integrated Wealth Solutions is an independent investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm offers discretionary investment management, financial and business planning, insurance reviews, and free educational workshops, typically utilizing a passive, diversified investment approach tailored to each client’s objectives.