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.

Joseph Kelly is the principal of Joseph C. Kelly & Associates, Inc., an independent advisory firm based in Middletown, NJ. He holds a Series 66 designation and has 21 years of experience in the financial industry. In addition to his advisory role, he has operated a certified public accounting practice, Kelly & Co., CPA, since 1989. Joseph C. Kelly & Associates, Inc. provides discretionary asset management, financial planning, and hourly consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers standalone financial planning engagements.

Wesley Cross is a financial advisor with Olson, Cross & Alamo Advisors LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Olson, Cross & Alamo since 2009. Outside of his advisory work, Mr. Cross is involved in a garment design and manufacturing business with his daughter. Olson, Cross & Alamo Advisors primarily serves high-net-worth individuals and provides tailored investment advisory and portfolio management services. The firm uses a top-down approach incorporating macroeconomic analysis and company-level research, considering a wide range of investment instruments.

Travis Dufner is a financial advisor at Securus Wealth Management in Holmdel, NJ, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Millstone Financial Group, Alps Distributors, and Primerica Advisors. Outside of advisory work, he has experience as an insurance agent, providing clients with options such as life insurance, long-term care, and annuities. Securus Wealth Management offers retirement planning and wealth management services to individuals, families, and small business owners. The firm emphasizes diversification and downside protection through portfolios built with active and passive ETFs, interval funds, and buffered ETFs, managing accounts primarily on a discretionary basis with ongoing client oversight.

Alice Solomon is the principal of Solomon Investment Group, Inc. in Keansburg, NJ, with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Solomon Investment Group since 1997. In addition to her advisory role, she is licensed in life, health, and long-term care insurance in New Jersey. Solomon Investment Group serves individual clients, including high-net-worth individuals, as well as pension, profit-sharing plans, and corporate clients, providing discretionary portfolio management and financial planning. The firm uses a combination of charting, fundamental, and technical analysis to guide investment decisions, tailored to each client’s Investment Policy Statement.

Peter Seligman is the sole advisor at Adaero Capital Management, LLC, with 22 years of industry experience. He holds a Series 66 designation and has led Adaero since its founding in 2004. Adaero Capital Management provides discretionary portfolio management and investment advice to individual and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-investing approach focused on fundamental research and intrinsic-value analysis of mid- to large-capitalization stocks.

Joseph Nardone V is the principal of Longshore Wealth Management LLC in Highlands, NJ, holding a Series 65 designation with one year of industry experience. He previously worked at Fujitsu America and concurrently operates Riaforce, LLC, a non-advisory consulting firm. Longshore Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, utilizing both fundamental and technical analysis to construct primarily long-term portfolios with flexibility for shorter-term adjustments. The firm employs exchange-traded funds, mutual funds, and individual securities, offering ongoing portfolio supervision and ad hoc financial planning.

Donald La Fronz is a CERTIFIED FINANCIAL PLANNER™ with 30 years of industry experience. He has been the sole advisor at New Amsterdam Wealth Planning since 2020 and previously worked at FCG Wealth Management and FCG Advisors, LLC from 2014 to 2020. New Amsterdam Wealth Planning provides investment advisory and financial planning services to individual clients, including high-net-worth individuals. The firm employs a fundamental, value-oriented investment approach combined with tactical and strategic asset allocation, offering tailored advice and managing over $65 million across roughly fifty clients.

Denny Frasiolas is a financial advisor with Retirement Income Advisory Group LLC in Woodbridge, NJ. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to founding his current firm in 2018, he worked at USA Financial Securities Corporation and Retirement Income Advisors, LLC. Outside of advising, he is an author of financial books and operates an independent insurance agency specializing in Medicare plans and employee benefits. Retirement Income Advisory Group LLC provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm offers educational seminars and incorporates fundamental and technical analysis, including options and structured notes, into client portfolios when appropriate.

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.

Dimitry Nakhla is a Series 65-licensed financial advisor with eight years of industry experience, currently serving as the sole advisor at Babylon Capital, LLC since 2017. He attended Rutgers University from 2012 to 2016 and has continued as a student since 2016. Babylon Capital is an independent, state-registered investment adviser that provides individualized portfolio management to individuals, high-net-worth clients, and employee benefit plans, including 401(k)s. The firm uses a combination of fundamental, quantitative, cyclical, technical, and charting analysis, supported by a proprietary algorithm to identify undervalued, high-quality stocks for long-term holdings, and also offers pension consulting services, a practice not commonly provided by many independent solo advisers.

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.

Michael Keogh is a financial professional at Cetera with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera and Cetera Advisors LLC since 2021. Outside of finance, Keogh owns and operates a fitness center, Mtek Fitness Corp dba The Max Challenge, where he manages daily operations and instructs classes. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad institutional platform.

Joseph Chuisano is a CFP® professional with 21 years of experience, operating as the sole advisor at Chuisano and Albert, L.L.C. in Old Bridge, NJ. The firm provides customized financial planning and investment advisory services to individuals and families, managing approximately $15 million across 37 client relationships. Chuisano and Albert offers tailored portfolios primarily composed of mutual funds and individual stocks, emphasizing asset allocation over market timing. All accounts are managed on a non-discretionary basis with client approval required before trades, and the firm operates on a fee-only structure without accepting third-party compensation.

Abraham Ades is the principal of Ades Wealth Management Inc. in Allenhurst, NJ, with nine years of industry experience. He holds a Series 65 credential and has been involved in various business ventures since the early 1990s, including retail jewelry sales and real estate consulting. Ades also manages several real estate investment entities. Ades Wealth Management provides fee-based, discretionary portfolio management services primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory. The firm employs a range of strategies including trading and option writing, and incorporates real estate consulting as part of its service offering.

Yassir Samra is a financial advisor at Skyy Financial Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has maintained an academic appointment at Manhattan College since 2005. Skyy Financial Group provides investment advice and portfolio management to individuals, investment clubs, partnerships, and business accounts, along with educational services such as tutoring, seminars, and a subscription trading service. The firm’s investment approach integrates technical and value analysis with macroeconomic research and uses a variety of trading strategies tailored to clients’ cash flow and risk profiles.

Mujibun Khan is the sole advisor at IEM Asset Management, LLC, an independent firm based in Red Bank, NJ. He holds the Series 66 designation and has 22 years of industry experience, including over 20 years with IEM Asset Management. Khan has an ongoing involvement in energy-efficiency research and development outside of his advisory role. IEM Asset Management serves individual clients, including some high-net-worth households, with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs an active, research-driven investment approach that combines fundamental, technical, quantitative, and cyclical analysis, offering diversified allocations across multiple asset classes and customized portfolio management.

Jaime Quinones is a CFP® with 19 years of industry experience, currently serving as the sole advisor at Stockade Wealth Management. He previously worked at LPL Financial LLC for over a decade. Outside of his advisory role, Jaime is a licensed notary public in New Jersey. Stockade Wealth Management provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $17.2 million across around 75 client relationships, employing a range of investment analysis techniques and offering tailored portfolio management with quarterly reviews.

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.

Colin Heaney is a financial advisor at WestPeak Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Fidelity Investments, and Pacific Investment Management Company (PIMCO). Heaney is also an independent licensed insurance agent. WestPeak Financial provides portfolio management and financial planning services primarily for individual clients, combining cyclical analysis and modern portfolio theory with a long-term trading strategy. The firm requires clients to custody assets at Altruist and offers both one-time and ongoing financial planning alongside discretionary portfolio management.