Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

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.

Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.

Abraham Itani is the principal advisor at Itani Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Enterprise and HD Vest Investment Services. In addition to his advisory role, he operates Itani Accounting and Tax LLC, a tax preparation and accounting business he founded in 2001. Itani Wealth Management provides portfolio management services primarily to individual and high-net-worth clients, managing accounts mostly on a non-discretionary basis. The firm constructs portfolios mainly from ETFs and mutual funds using Modern Portfolio Theory and utilizes sub-advisors on its custodian platform.

Pasquale Pisani is a financial advisor at Avanti Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kingsview Wealth Management from 2016 to 2022. Pisani is also involved with Avanti REO LLC, a special purpose entity related to investment activities. Avanti Wealth Management provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach for discretionary portfolio management and offers ERISA-compliant retirement plan services, combining fiduciary consulting with licensed insurance product offerings.

Joseph Grundy is a CFP® professional with eight years of industry experience and has been self-employed since 1988. He operates Grundy Financial Advisory Services as a sole advisor and engages in gold futures trading for his own personal benefit. Grundy Financial Advisory Services provides financial planning and discretionary investment management to individuals, families, and small businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, managing portfolios primarily with mutual funds and ETFs and maintaining a long-term investment approach tailored to clients’ risk tolerance and objectives.

Louis Scipione is the sole advisor at Scipione Wealth Advisors, Inc. in Paramus, NJ, holding the CFP® designation and Series 63 license with 22 years of industry experience. He has operated Scipione Wealth Management since 1997 and serves as treasurer for the Allendale Chamber of Commerce. Scipione Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, financial planning, and third-party money manager selection. The firm focuses on matching managers to client goals and risk tolerance using Modern Portfolio Theory, managing accounts on a non-discretionary basis with quarterly reviews.

Brian O'Dowd is a CFP® professional with 32 years of experience in financial advising. He is the president and owner of O'Dowd Asset Management LLC, an independent firm based in Morristown, NJ, which he founded in 2020. Prior to this, he was involved with O'Dowd Bierals Wealth Advisors LLC and World Equity Group since 2012. Outside of advising, he is also involved in property management and serves as president of multiple real estate-related companies. O'Dowd Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan clients. The firm uses both fundamental and technical analysis and employs a variety of strategies including long- and short-term trading, options, and allocations to diverse investment vehicles, managing accounts under written investment policies and sometimes allocating assets to third-party managers.

Daren O'Connor is a financial advisor at LBK Financial LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup and Citigroup Management Corp. since 2015. He serves as a member of the Hanover Township Economic Development Advisory Committee in Whippany, NJ. LBK Financial is an independent wealth management firm serving individuals and small businesses, including high-net-worth clients. The firm offers discretionary investment management and financial planning, focusing on customized portfolios using diversified ETFs and individual equities, with ongoing account monitoring and annual reviews.

Brandon Sack is a financial advisor at Active Wealth Advisors in Woodcliff Lake, NJ. He holds a Series 65 credential and has been in the industry since 2025. Prior to joining Active Wealth Advisors, he was affiliated with GAB Management Corp and worked at Florida Atlantic University. Active Wealth Advisors is an independent SEC-registered investment adviser serving individuals, high-net-worth clients, and a variety of institutional clients including pension plans, trusts, and charitable organizations. The firm employs a goals-based, disciplined investment process incorporating fundamental analysis, modern portfolio theory, and sector rotation to manage diversified portfolios.

John Dibello is a financial advisor at Chambers Capital, LLC in Denville, NJ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Chambers Capital since 2015. He also has experience with Precision Financial Services from 2020 onward. Chambers Capital provides discretionary portfolio management primarily for high- and ultra-high-net-worth individuals, focusing on quantitatively driven strategies that combine equity exposure, ETF-based fixed income, and active macro hedging. The firm manages a small number of accounts internally, employing a mix of fundamental, technical, and quantitative analysis alongside options trading under discretionary authority.

Gene Tortorello is a CFA® charterholder and financial advisor with five years of industry experience. He is the principal of 3i Wealth Management LLC and has previously worked at Hedged Alpha Capital Management, PGIM, First Principles Capital Management, and ACA Compliance. In addition to his advisory role, he provides tax advisory and accounting services. 3i Wealth Management offers discretionary portfolio management and financial planning to individual and high-net-worth clients, integrating investment strategies that include derivative-linked instruments and hedging. The firm also provides business and tax advisory services through its in-house accounting practice.

Carlos Rodrigues is the sole advisor at Fortune Financial LLC in Livingston, NJ, holding a Series 65 designation with 19 years of industry experience. He has operated Fortune Financial since 2005 and concurrently owns and manages the NJ Elevator Inspection Agency. Fortune Financial provides financial planning and investment advisory services primarily to individual clients, combining standalone consultations with ongoing portfolio reviews. The firm’s investment approach includes fundamental analysis, third-party research, and corporate rating services, with portfolio management involving various strategies and monthly reviews conducted by the principal.

Robert Solimano is a financial advisor at Angel Oak Financial Services LLC in Montvale, NJ, with 11 years of industry experience. He holds the Series 66 designation and has been with Angel Oak Financial Services since 2015. Angel Oak Financial Services LLC provides comprehensive financial planning and fee-only investment management to individuals and small businesses. The firm focuses on strategic asset allocation using Modern Portfolio Theory, emphasizing globally diversified, long-term portfolios with attention to downside protection and tax efficiency.

Mauro Leos is a financial advisor at Next Pronto Capital Advisors with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at CLSA Americas, CITIC Securities International USA, and Neuheit Associates. He is also the founder of Next Pronto LLC, a financial planning business. Next Pronto Capital Advisors provides financial planning and investment advisory services to individuals, families, small businesses, and other entities. The firm combines bottom-up fundamental analysis with macro and risk indicators and emphasizes disciplined, long-term portfolio construction and tax-aware rebalancing.

Erik Dellith is a financial advisor at Dellith Wealth Advisory with over a decade of experience in wealth management. He holds Series 63 and Series 65 licenses and has worked at firms including Rex Global Wealth Management, Summit Financial, and Purshe Kaplan Sterling Investments. He also has academic experience at the University of Mount Saint Vincent and Bergen Community College. Dellith Wealth Advisory provides portfolio management and financial planning services for individuals, high-net-worth clients, and business entities. The firm employs a client-specific Investment Policy Statement and uses a combination of cyclical, fundamental, quantitative, technical, and modern portfolio theory analyses to guide asset allocation and security selection.

Michael Brown is the sole advisor at High Grade Investment Solutions, LLC, an independent firm based in Spring Valley, NY. He holds Series 63 and Series 65 licenses and has 20 years of experience with the firm. High Grade Investment Solutions specializes in discretionary fixed-income portfolio management for high-net-worth and institutional clients, focusing on a single actively managed strategy concentrated in high-quality municipal and U.S. Treasury securities. The firm combines fundamental credit analysis with technical yield-curve modeling and frequent trading to manage separately managed accounts, typically requiring a $1 million minimum.

Mohammad Naqvi is a financial advisor at Penta Capital Strategies LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Penta Capital since 2016, alongside a role at ZS Associates beginning in 2014. Penta Capital Strategies LLC is a New Jersey-registered investment adviser serving individuals, high-net-worth clients, family offices, and corporate entities. The firm combines strategic asset allocation with tactical market timing and a global-macro overlay, using proprietary analysis and a market-classification algorithm to manage diversified portfolios primarily composed of stocks, bonds, and ETFs.

James Byron III is a financial advisor at Green Rock Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a principal and broker at Green Rock Realty since 2012. Green Rock Advisors, LLC is a private real estate investment manager serving institutional investors and high-net-worth individuals through pooled private investment vehicles. The firm focuses on value-added strategies in office properties within transit-oriented and infill submarkets of the New York, Boston, and Washington, D.C. areas, and also pursues credit and distressed debt opportunities.

Joseph Obertlik is the principal and sole advisor at Obertlik Wealth Management LLC, holding a Series 65 credential. He has been with the firm since its founding in 2025 and has no prior industry experience. Outside of financial advising, he serves as president of several non-investment businesses, including vending operations and pickup delivery services. Obertlik Wealth Management LLC provides discretionary and non-discretionary asset management services to individual and high-net-worth clients. The firm employs fundamental and cyclical analysis for investment selection and offers personalized portfolio management with periodic rebalancing and quarterly reviews.