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.

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.

William Haggerty is the founder of The Haggerty Investment Group, LLC, a Ridgewood, NJ–based independent investment advisory firm. He holds a Series 65 credential and has 19 years of experience in the industry. In addition to his advisory work since 2013, Haggerty is the founder and owner of Haggerty & Bosch, LLP, a CPA and accounting practice established in 2001. The Haggerty Investment Group provides discretionary portfolio management and selects third-party advisers for individuals, small businesses, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and various investment strategies across equities, debt instruments, ETFs, mutual funds, and other assets, with a concentrated client base and a notable affiliation with the accounting firm Haggerty & Bosch, LLP.

David Schachter is a Series 65-licensed advisor with Arrow Investment Mgmt. in Suffern, NY, and has three years of industry experience. He has worked at EPAM Systems since 2020 and previously spent over two decades at Refinitiv (formerly Thomson Reuters, ILX Systems). Arrow Investment Mgmt. provides fee-only, discretionary investment management primarily to individual clients, with no account size minimums. The firm combines fundamental and technical analysis across various asset classes, including equities, bonds, mutual funds, ETFs, and options, and offers both ongoing portfolio management and hourly investment advice.

Gregory Dube is a financial advisor at Roseheart Investment Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Roseheart Investment Advisors since 2012, following a 21-year tenure at Roseheart Associates, LLC. Roseheart Investment Advisors provides portfolio management and investment supervisory services to individual and high-net-worth clients, developing written Investment Policy Statements tailored to each client’s goals, tax considerations, and risk tolerance. The firm employs a blend of fundamental and technical analysis across various asset classes and uses both long-term and active trading strategies, managing assets internally with a concentrated client base.

Raul Berina is a financial advisor at Magellan Financial Solutions LLC with 17 years at the firm and four years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advising, he provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC is a solo-registered investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, and retirement/profit-sharing plans. The firm offers discretionary portfolio management and financial planning, employing a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, with an emphasis on capital preservation and risk management.

Fatima Ali Muhammed is affiliated with Dovermont Wealth & Tax Solutions and holds Series 63 and Series 65 credentials. She has nine years of experience at JPMorgan Chase & Co., where she provides operational and administrative support in a non-advisory capacity. Prior to that, she worked at Mckissack & Mckissack for two years. Dovermont Wealth & Tax Solutions offers financial advisory services to individuals, families, small businesses, and expatriates, combining comprehensive financial planning with tax representation and portfolio management. The firm emphasizes long-term strategic asset allocation and integrates tax considerations into its investment approach.

Muthiah Saravanan is a financial advisor at JSSR Capital LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services, MassMutual Life Insurance Company, Allstate Insurance Co, Nylife Securities LLC, and New York Life Insurance. JSSR Capital LLC provides discretionary and non-discretionary portfolio management to individuals, high-net-worth individuals, and charitable organizations, employing a range of strategies from long-term holdings to short-term trading. The firm uses a combination of charting, fundamental, and technical analysis, and maintains a small, concentrated client base with a distinctive operational approach.

Brian Deane is a CFP®-certified financial advisor with 12 years of industry experience. He has been the sole advisor at Apostolic Financial Advisors, LLC since 2013. Apostolic Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach, including charting, fundamental, technical, and cyclical analysis, and uses both long-term and active strategies such as short sales, margin transactions, and options writing.

Yaakov Barr Zvulun is a PFS™ credentialed advisor with 11 years of industry experience. He has been with Barr CPA LLC since 2005. The firm provides accounting, tax, and financial planning services to individuals, high-net-worth clients, charities, and business entities. Barr CPA LLC focuses on individualized financial plans, tax planning, business valuation, and forensic accounting, offering long-term, buy-and-hold investment recommendations without discretionary trading or custody of client assets.

Fiduciary Financial Planner for New Jersey Widows, Special Needs Families, and Inheritances Nicholas J. Scheibner, CFP®, EA For 14 years I’ve worked in the same investment management company. I had become very comfortable with my career, my family, and my life. Then, my father was diagnosed with Pancreatic cancer in January of 2023. He passed away 3 months later. I’ve learned that “Life is short.” I believe that you need to give this life the best chance you have at continued growth and success. Leave nothing on the table. That is why I founded Supportive Financial, LLC. A New Jersey Registered Investment Advisory firm specializing in Annual Tax Advice, Social Security strategies, and Required Minimum Distribution planning. Although I work with many different people, I feel my best work is helping widows, special needs families, and those who have recently lost a parent. Our Investment Philosophy focuses on low expense ratio index funds, tax-efficiency, and purpose-based allocations. My contact information is below: 201-581-0002 (Call or Text) nick@supportivefinancial.com.  If after our discussion, I am not the right person for you, I will help you find someone who is.

Danilo Santiago is a financial advisor at Rational Investment Methodology with eight years of industry experience. He holds the Series 65 designation and has been with Rational Investment Methodology since 2016. Rational Investment Methodology provides discretionary portfolio management to high-net-worth clients through separate managed accounts, focusing on a proprietary investment approach centered on a select group of primarily U.S.-based companies. The firm employs performance-based compensation and governance practices designed to align the advisor’s personal trading with client accounts.

Charles Neuhauser is the principal and sole advisor at Mainwall Investment Management, LLC. He holds the CFA® designation and has four years of industry experience. He has been with Mainwall since 2010. Mainwall Investment Management is an independent, fee-only registered investment adviser serving individual, high-net-worth, and charitable organization clients. The firm focuses on discretionary portfolio management using fundamental analysis and a mix of equities, fixed income, mutual funds, and ETFs, and is notable for providing performance results and managing a compact, discretionary book.

Neil Murphy is a financial advisor with NPM Consulting, LLC in Ridgewood, NJ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Rose Wealth Advisors LLC since 2024 and has been with NPM Consulting since 2012. NPM Consulting provides financial planning, tax preparation, and investment management services primarily to high-net-worth individuals, related trusts, and select pension plans and business entities. The firm builds customized portfolios using fundamental and technical analysis, asset allocation, and active management, incorporating a range of securities and derivatives, and also offers a managed futures program for accredited investors.

Humberto Portillo is a financial advisor at Financial Freedom Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with his current firm since 2015. Financial Freedom Management LLC is a fee-only registered investment adviser serving individuals, trusts, estates, and pension plans with approximately $8.1 million in assets under management. The firm uses a rules-based quantitative approach to asset allocation, incorporating low-cost mutual funds and ETFs, tax-loss harvesting, and leverage strategies, with a focus on special-needs planning and community education through seminars and workshops.

Alexander Selem is the sole investment adviser representative at Archedia Capital LLC, an independent firm. He holds a Series 65 license and has six years of industry experience. Mr. Selem also works as Director of Data and Research at The Travelers Companies, where he specializes in predictive modeling and data science related to workers compensation claims. Archedia Capital provides discretionary investment management to a small client base, including individuals, trusts, estates, pension plans, non-profits, and corporate entities. The firm combines passive asset-allocation strategies with active, systematic quantitative models and employs risk controls such as diversification and position-level limits.

Kenneth Gibbons is a financial advisor at Financial Engineering LLC in Sparta, NJ, with six years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors LLC, David Gerson CPA, and Professional and Reliable Accounting Services LLC. In addition to his advisory role, he owns Financial Strategies LLC, an insurance and annuities business. Financial Engineering LLC serves individuals, families, business owners, and pension/retirement plan sponsors with financial planning, investment advisory services using third-party managers, and retirement-plan consulting. The firm combines accounting and tax preparation services with financial planning and offers insurance and annuity products through an affiliated insurance practice.

Jonathan Durant is a CFP® professional with 26 years of industry experience. He is the sole advisor at Durant Financial Planning LLC, an independent firm he has led since 2019. Prior to founding his firm, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisers. Durant Financial Planning LLC serves individual clients, including both non-high-net-worth and high-net-worth households, managing approximately $22.2 million across about 54 accounts. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial planning, primarily focusing on mutual funds and exchange-traded funds through firm-developed model portfolios and a range of investment strategies.

Frank Avena is a financial advisor at 191 Godwin Associates, Inc. d/b/a Godwin Capital Management, holding a Series 65 credential with 21 years of industry experience. He has been with Godwin Capital Management since 2001 and also operates Warsaw & Avena CPA's PC, a certified public accounting firm. 191 Godwin Associates provides discretionary portfolio management to individuals, pension and profit-sharing plans, corporations, and non-profit organizations. The firm integrates fundamental and technical analysis in its investment process and offers services including Investment Policy Statement development, asset allocation, and wrap-fee program sponsorship.