Avasarala Venkat Rao

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.

Ali Moghadam is an investment advisor at Taxio LLC with a Series 65 designation and one year of industry experience. He has held roles at Reliance Matrix as Vice President of Financial Planning & Analysis and is also involved with Posimistiq Studios, a venture focused on mental health storytelling across various media platforms. Taxio LLC provides wealth management and investment advisory services primarily to individual clients, emphasizing tax-advantaged investing, comprehensive financial planning, and separately managed accounts. The firm employs a research-intensive, principle-driven investment approach that incorporates tax strategy integration and technology tools to support decision-making.

Joseph Amendolara is a financial advisor with City Investment Advisors, Inc. in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with City Investment Advisors since 1998 and is also involved with related entities including City Capital Funding and City Financial Group. In addition to advisory services, he is engaged in mortgage services. City Investment Advisors, Inc. serves individual investors, trusts, estates, foundations, pension, and business clients with fee-based financial planning, investment consultation, and supervisory services. The firm employs a long-term Core + Satellite investment approach and offers a broader service mix including income tax preparation, mortgage services, and occasional pro bono workshops.

Michael Zisa is the sole advisor at Viking Wealth Management LLC in Yardley, PA, with 24 years of industry experience and a Series 66 designation. He has worked at New Century Financial Group and Royal Alliance Associates and has been a business education teacher at Pennsbury School District and a part-time instructor at Bucks County Community College for over two decades. Zisa is also an author. Viking Wealth Management is an independent advisory firm serving individual investors and qualified plan participants, managing approximately $12.5 million across about 23 client accounts. The firm offers tailored investment strategies using fundamental and cyclical analysis across various instruments and provides both discretionary and non-discretionary management, along with financial planning and insurance-related services.

Thomas Makowsky is the sole advisor at TCM Investment Management in Lawrence, NJ, holding Series 65 and Series 63 designations with one year of industry experience. Prior to founding TCM, he worked at CIM Securities and Whole Foods. Outside of his advisory role, he has been involved with local community organizations including the Scotch Plains YMCA. TCM Investment Management is an independent registered investment adviser serving individual clients through discretionary portfolio management and a financial consulting subscription. The firm focuses on fundamental analysis for security selection and employs a long-term holding strategy while accommodating client-directed short-term trades.

Tara Stewart is a financial advisor at TGF Assets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, TIAA, and New York Life. Outside of her advisory work, she serves as an independent property and casualty insurance agent and operates a medical billing consulting business. TGF Assets is an independent advisory firm serving individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm offers individualized asset management and financial planning, utilizing diversified portfolios and a range of investment strategies, including access to private securities and a firm-sponsored wrap fee program.