Sambasivan Amarnath

Allan Katz is a financial advisor at Stirlingshire Investments with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stirlingshire RIA LLC and Stirlingshire BD LLC since 2023, in addition to serving as president of Comprehensive Wealth Management Group, LLC since 2007. Outside of finance, Katz is a freelance trombone player and owns a model train business. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach that includes quantitative, fundamental, and technical analysis, offering a range of investment vehicles and model strategies through the Advyzon marketplace.

🎯 It is a competitive world, and there are many choices when it comes to financial advisors. Most are competent. Many are credentialed. A fair number are independent. But a lot of them look the same on paper. ⭐CREDENTIALS My training as a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent means I am equipped to give clients an elevated experience most advisors cannot. Many financial advisors refer out tax questions. The EA credential means I engage with the tax complexity of your situation directly — your investments, your equity comp, your retirement income — all through a tax-informed lens. ⭐EXPERIENCE Nearly two decades helping professionals and families navigate complex financial decisions — from equity compensation and retirement transitions to estate planning and multigenerational wealth. I have seen what works, what does not, and what people get wrong at the most critical moments. ⭐INDEPENDENT Stockade Wealth Management is a registered investment adviser. I am not affiliated with a wirehouse, a broker-dealer, or a product manufacturer. I am not managed by a regional director with a product quota or a sales target. I am a fiduciary — legally and ethically bound to always put your interests first. That means my interest and your interest point in exactly the same direction. ⭐SPECIALIST I focus specifically on pre-retirees with equity compensation, professionals navigating the transition to retirement, and families navigating complex family dynamics and coordinating wealth across generations — because these clients have needs that a generalist advisor typically isn't built to handle. I view each client as a member of my extended family ❤️ and I care deeply about their financial well-being. By focusing on what is within their control and managing the complexity of their financial life, I take that burden off their shoulders — so they can spend more time doing what they enjoy most. ✈️🏖️ ✔️That is my mission. 👉 If any of this sounds like where you are, I would welcome the conversation. 📩email me, or visit stockadewealth.com to learn more. Investment advice offered through Stockade Wealth Management, a Registered Investment Advisor.

Kyle Medric is a financial advisor with Equitable Advisors, holding Series 7, 63 and Series 65 licenses and having two years of industry experience. Prior to joining Equitable Advisors, he worked as an independent contractor and held various roles including tech support for a Swiss manufacturing company and working for Verizon. Inside of financial advising, he is available for in-home visit services as well as virtual and office meetings. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Chirag Surti is a financial advisor at CNIV Financial Planning LLC with a Series 65 designation and two years of industry experience. He is also an Associate Professor at Rider University, where he teaches business courses and conducts research. In addition to his advisory role, he offers educational seminars and consulting services related to financial planning through his business, IV Educational Ventures. CNIV Financial Planning LLC provides hourly, fee-only investment advice to individuals, families, retirement plan sponsors, nonprofit trustees, and other advisers. The firm follows a passive, long-term investment approach focused on low-cost index funds and ETFs, offering advice without managing or holding client assets.

Michael Karris is the sole advisor at EndowBridge Capital, LLC in Princeton, NJ, holding Series 63 and Series 65 designations with 10 years of industry experience. He has been with EndowBridge Capital since 2013. EndowBridge Capital provides discretionary investment management and sub-advisory services primarily to institutional and nonprofit clients such as endowments, foundations, and pension plans. The firm offers balanced growth and income strategies implemented through transparent, low-cost ETF portfolios guided by a modern endowment investment approach.

Robert Gregov is a CFP® and CFA® with 21 years of experience in financial advising. He has been with Roche Financial Partners LLC since 2004. Roche Financial Partners LLC is an independent firm providing continuous financial oversight and discretionary investment management to individual clients and their families. The firm employs a diversified, tax-aware asset allocation strategy using low-cost index funds and incorporates derivatives in separately managed accounts to manage risk, with portfolios tailored to client specifications.