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.

Stephen Hanley is the sole advisor at Hanley Capital Management, LLC in Madison, NJ, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has led Hanley Capital Management since 2009. Hanley Capital Management provides discretionary and non-discretionary asset management primarily for high-net-worth individuals and institutional clients, including banks, pension plans, and charitable institutions. The firm specializes in fixed income investments, focusing on municipal and Treasury bonds, and employs a combination of fundamental analysis and technical tools alongside proprietary software to manage portfolios.

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.

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

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.

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.

Douglas Robb is a financial advisor at ABC Wealth Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various related entities since 2012, including CUSO Financial Services, LP and multiple iterations of ABC Wealth firms. Robb also operates as a sole proprietor insurance agent. ABC Wealth Inc is an independent investment adviser serving primarily individual clients with discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program, manages variable annuity and life contracts, and offers guidance on non-traded REITs, frequently implementing portfolios through sub-advisors and third-party money managers.

Sylvester Knox is a financial advisor with The Knox Group Wealth Management in Short Hills, NJ, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes roles at Merrill Lynch and Bank of America. Knox serves on the advisory board of Newark Emergency Services for Families, a nonprofit organization focused on charitable efforts. The Knox Group Wealth Management provides discretionary portfolio management and financial advisory services to individuals, high-net-worth clients, trusts, and businesses. The firm employs a combined fundamental and technical investment approach with a mid-term horizon, offering customized portfolios and active management including rebalancing and tactical trading.

Eric Nelson is the principal of Abe Capital Management, LLC, an independent firm based in Short Hills, NJ. He holds a Series 65 designation and has 15 years of industry experience, having led Abe Capital Management since 2010. Nelson is also a licensed but non-practicing attorney. Abe Capital Management provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm emphasizes tailored portfolio management with a range of investment strategies, regular account supervision, and incorporates guidance from an in-house advisory board on philanthropy, business administration, and investment processes.

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.

Ketu Desai is a financial advisor at I-Squared Wealth Management, Inc. in Totowa, NJ, with nine years of industry experience. He holds a Series 65 designation and has been with I-Squared Wealth Management since 2016. Desai serves as an independent board member for several closed-end funds, including Saba Capital Income & Opportunities Fund, Saba Capital Income & Opportunities Fund II, and ASA Gold and Precious Metals Limited. I-Squared Wealth Management provides discretionary asset management and institutional investment consulting to individuals, high net worth clients, and retirement plans. The firm employs a range of portfolio strategies, including long and short positions, option writing, hedging, and the use of derivatives and structured credit, tailoring portfolios to client goals and risk tolerances while also offering defined retirement plan consulting to employer plan sponsors.

Richard Ascher is a financial advisor at Wealth Management Advisors, LLC in Livingston, NJ, with 22 years of industry experience. He holds a Series 65 designation and has been with the firm since 2002. Wealth Management Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporate entities, and pension and profit-sharing plans. The firm focuses on manager selection and monitoring, fixed-income portfolio management, and written financial planning, typically delivering advice on a nondiscretionary basis while emphasizing oversight of third-party managers.

Tibor Dani is a CFP® professional with 23 years of experience in financial services. He is the founder of Wealthness LLC and has previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of advising, he serves as a business consultant through Monetare LLC and hosts a talk show interviewing successful family business owners via Family Business Media. Wealthness LLC provides holistic wealth management to individuals, business-owning families, high-net-worth individuals, trusts, nonprofit organizations, and business entities. The firm offers comprehensive financial planning, asset management, business wealth consulting, and retirement plan consulting, including specialized services for qualified plans and held-away accounts.

Mark Meyerowitz is the sole advisor at Meyerowitz Investment Management in West Orange, NJ, holding Series 63 and Series 65 designations with 21 years of industry experience. He has managed his independent firm since 2003. Meyerowitz Investment Management provides advisory and asset management services to individuals, high-net-worth clients, corporations, and small businesses. The firm employs a combination of fundamental and technical analysis and offers personalized portfolio management across various investment instruments, with an emphasis on discretionary management and periodic portfolio reviews.

Neil Grossman is a financial advisor at Indfin LLC with 22 years of industry experience. He holds the CFP® designation and Series 65 license. In addition to his work at Indfin, he is the managing member of GB Associates, LLC, a registered municipal advisor providing financial analysis and advisory services to municipalities, public agencies, and private corporations. He is also a licensed insurance agent. Indfin LLC provides discretionary and non-discretionary investment management, comprehensive financial planning, and advisory consulting to individuals, high-net-worth clients, and corporate clients. The firm manages about 55 accounts with approximately $128 million in assets, utilizing target asset allocations across individual securities, ETFs, and mutual funds, with risk management strategies including periodic rebalancing and stop-loss orders.