Domingo Ramos is a financial advisor at Swapnick, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Prudential, Policygenius, and Havas prior to his current role. Ramos leads the Swapnick Community Foundation, which focuses on financial literacy. Swapnick, LLC is a fee-only investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm employs a buy-and-hold investment strategy with global diversification and active monitoring, operating as a single-advisor practice with no account minimums.

Andrew Jarombek is the sole advisor at Jarombek Capital LLC in New York, NY. He holds a Series 65 designation and has prior work experience at Evernorth and Gartner, as well as an academic background from St. Lawrence University. Jarombek Capital LLC is a single-member investment advisory firm providing discretionary portfolio management and investment guidance primarily to individual clients. The firm employs a long-term, buy-and-hold strategy with a focus on fundamental analysis and strategic asset allocation.

Jasdeep Khera is a financial advisor at Altera Private Wealth LLC with six years of industry experience. He holds the Series 66 designation and has worked at RainMaker Securities, Goldsher Group, Yieldwink, CION Securities, and Lord, Abbett & Co. LLC. Khera is the founder and CEO of Yieldwink, an online platform connecting investors to private real estate, equity, and credit offerings. Altera Private Wealth LLC is a state-registered investment adviser serving individuals, high-net-worth clients, retirement plans, and institutional clients. The firm focuses on asset allocation, diversified manager selection, tax management, and ongoing portfolio monitoring, offering both discretionary and non-discretionary account management with access to private investment offerings through related entities.

Shahe Galstian is a financial advisor with 15 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at PRUCO Securities, LLC and The Prudential Insurance Company of America since 2013. Galstian is also a licensed insurance producer and participates in industry educational events and conferences. His firm, Galstian, Shahe, provides discretionary investment management through three model portfolios—Conservative, Balanced, and Growth—allocating across stocks, bonds, mutual funds, and ETFs to meet client objectives. The firm serves individuals, high-net-worth clients, and retirement plan participants, emphasizing diversified, model-based strategies with ongoing monitoring and periodic rebalancing.

Dana Johnson is the sole advisor at Johnson Capital Global Advisory L.L.C. in Jersey City, NJ, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wilmington Capital Securities LLC for two years. Outside of advising, Johnson also works as a substitute teacher and provides transportation services through Raiser LLC. Johnson Capital Global Advisory L.L.C. is an independent registered investment adviser serving eight clients with a value-oriented, long-term investment approach. The firm offers a bundled wrap-fee program combining financial planning, portfolio management predominantly on a non-discretionary basis, and brokerage services, alongside educational seminars on personal finance and investing.

Frederick Palmerton is the sole advisor at Palmerton Financial Services, LLC, an independent firm based in Newark, NJ. He holds a Series 65 credential and has 21 years of industry experience, including more than two decades leading his own firm since 2002. Palmerton Financial Services, LLC provides discretionary supervisory management of individually managed investment portfolios primarily for individuals, as well as corporations and nonprofit entities. The firm focuses on a long-term investment approach emphasizing fundamental analysis, with portfolios concentrated in a limited number of actively traded equity and convertible securities tailored to client objectives and risk tolerances.

Robert Sefcik is the sole advisor at Main & Wall Capital Management, Corp., an independent firm based in Millburn, NJ. He holds the Series 63, Series 65, and Series 66 designations and has 17 years of industry experience. Sefcik has been with Main & Wall since 2011, working in various capacities including research and development. Main & Wall Capital Management, Corp. provides wealth management and personalized portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a goal-based process focused on capital preservation and risk management, employing behavioral finance concepts and model asset allocation portfolios with both strategic and tactical elements.

Jennifer Brown is a financial advisor at Summer Creek Wealth Management, LLC in New York, NY, with 8 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Summer Creek Wealth Management since 2012. Summer Creek Wealth Management serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and standalone financial planning and consulting. The firm offers specialized business and real estate planning services alongside a tailored investment process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios.

Rui Guo Ma is the sole advisor at Savvy Asset Management LLC in New York, NY, holding Series 63 and Series 65 designations with eight years of industry experience. Prior to founding Savvy Asset Management in 2023, Rui worked at Tradeview Markets for six years and Eddid Securities USA Inc. for one year. Outside of advising, Rui serves as a sales manager with Tradeview Markets. Savvy Asset Management LLC provides portfolio management services to individuals, high-net-worth clients, and business entities, focusing primarily on equities. The firm employs a combination of fundamental, quantitative, and technical analysis and offers both discretionary and non-discretionary management without imposing an account minimum.

Jason Yoo is a CFP® certificant with eight years of industry experience, currently serving as the sole advisor at Novera Wealth, Inc. He has worked at several firms including Goldman Sachs, Palisade Capital Management, and Altfest Wealth Management. Outside of finance, he was involved with Music Is a Gift Inc for four years. Novera Wealth provides wealth and investment management services, along with written financial planning and educational seminars, to individuals, high-net-worth clients, and charitable organizations. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, integrating both passive and active strategies.

Richard Berse is a financial advisor at Northstar Financial Advisors, Inc. with 22 years of industry experience. He holds a Series 65 designation and has been the president of Richard E Berse, CPA, PC, a public accounting and tax planning practice, since 1982. Northstar Financial Advisors serves individuals, trusts, and retirement plans by providing discretionary portfolio management and limited financial planning. The firm emphasizes fundamental, value-oriented analysis with a long-term holding discipline and manages approximately $195 million in discretionary assets.

Asta Sanders is the owner and President of Empowered Retirement, Inc. She brings over 25 years of experience in the financial services industry. She received her Bachelor of Science in Economics from Vilnius University in Lithuania and her CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning in Denver, Colorado, in 2001. In addition, she obtained an Enrolled Agent certification in 2020. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. In addition, she obtained a Certified Private Wealth Advisor® (CPWA®) professional certification administered by the Investments and Wealth Institute® and taught at the Yale School of Management. CPWA® professionals must demonstrate at least five years of client-centered experience and spend a material amount of their business hours working directly with high-net-worth clients. Advisors who have earned the CPWA® credentials have the specialized knowledge and skills to guide sophisticated clients through the accumulation, preservation, and distribution of wealth. She is passionate about helping clients bring all the pieces of their financial life together into a single coherent plan and ensure it evolves in tandem with their changing circumstances. She has guided clients through various investment options to help them reach their goals and fulfill their dreams. After completing your initial plan, we'll work closely with you throughout our relationship. Typical areas in which we provide ongoing advice are: • annual portfolio withdrawal strategies • establishing a spending plan • Roth conversions • establishing when to claim Social Security • selecting pension payment types • transferring and/or consolidating investment accounts • reallocating investment portfolios • determining health insurance options • amending insurance coverage • updating estate documents and beneficiary forms • changing income tax withholding elections When Asta is not helping her clients, you will find her hiking, traveling, or spending quality time with her family and friends.

Rajadhyaksha Narayanan is a financial advisor at Aetherion LLC, holding Series 63 and Series 65 licenses with eight years of industry experience. His background includes roles at CitiGroup Global Markets, an early-stage fintech startup, and Mercor Intelligence. Aetherion LLC provides discretionary portfolio management and related services to both individual and high-net-worth clients. The firm employs a structured onboarding process to tailor asset allocation and investment recommendations, emphasizing fundamental analysis and diversified long-term strategies using ETFs, mutual funds, and select individual securities.

Prakash Chandak is a financial advisor at Regenesys Capital Management LLC in New York, NY, holding Series 65 and Series 66 designations with two years of industry experience. He previously worked at Goldman Sachs for eight years and has been involved with Umergence LLC since 2024. Regenesys Capital Management LLC serves high-net-worth and ultra-high-net-worth clients, providing discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments. The firm uses a strategic asset allocation framework combined with macro factor–based regime analysis and often employs a manager-of-managers approach with curated third-party managers.

John Eichler is the sole advisor at Omega Strategies LLC, an independent firm, and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at UBS Financial Services and SMBC Nikko Securities America, Inc., and has been lecturing at the Parker College of Business of Georgia Southern University since 2014. His work history also includes time at Montclair Golf Club and a brief period of retirement. Omega Strategies LLC offers discretionary and non-discretionary asset management, financial planning, limited-scope consultations, and project work for individuals and high-net-worth clients. The firm’s approach combines fundamental, technical, charting, and cyclical analyses alongside Modern Portfolio Theory and incorporates options strategies and Sub-Advisors. It also provides a subscription-based newsletter offering market commentary separate from advisory fees.

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.

Alfonso Vigliotti is a financial advisor at US Wealth Management Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Liberty Associates, Inc. and MoneyBlock. He is also the founder and president of Wealth Management Centers, LLC, where he provides general business consulting services. US Wealth Management Advisors, LLC offers investment advisory and financial planning services to individuals, family offices, corporations, and institutional clients. The firm employs a multi-disciplined investment process combining macro and micro analysis and manages primarily non-discretionary assets across a range of strategies, including separately managed accounts and turnkey advisory solutions for independent advisors.

Dushyant Pandit is a financial advisor at Dorchester Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Dorchester Advisors since 2010. Dorchester Advisors LLC provides discretionary investment management, financial planning, and outside money-manager selection for individuals, businesses, trusts, charities, and endowments. The firm serves a range of clients, including high-net-worth households and small pension and profit-sharing plans, using a fundamentally driven, value-oriented investment approach that emphasizes tailored portfolios and routine monitoring.

Evan Friday is a financial advisor at YRN Industries LLC in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to his current role, he has worked at Maxim Group LLC and Munson, and he has also been involved in education at the Allen-Stevenson School. Outside of advising, he has experience working as a retail employee at Munson. YRN Industries LLC provides discretionary portfolio management focused on fundamental analysis to select equity securities. The firm serves individual clients by tailoring portfolios to their risk tolerance and investment objectives, employing a single-custodian approach and offering asset-based advisory fees without performance-based charges.

Milan Karki is a financial advisor at Titanhub Capital Management LLC with a Series 65 credential and four years of industry experience. His work history includes roles at Titanhub Investment Trust, Titanhub Capital Management LLC, Everset Federal Credit Union, and Oyesol Inc. He is involved in an immigration and consulting practice outside of his advisory work. Titanhub Capital Management LLC is an independent investment adviser serving individual and small-business clients. The firm offers tailored portfolio management, financial planning, and educational workshops, combining fundamental and technical analysis with strategic asset allocation and risk management techniques.