Sagar Bhimavarapu is a CFA® charterholder with 28 years of industry experience, currently serving as the principal advisor at Mountain Avenue Capital LLC. He has held positions at CIBC World Markets Corp and other firms, and he is also the Chief Executive Officer of the IIT (BHU) Foundation, a 501(c)(3) fundraising organization for his alma mater. Additionally, he acts as a strategic advisor for SRPB LLC, an IT and software services company. Mountain Avenue Capital LLC provides discretionary and non-discretionary asset management and financial planning services primarily to high-net-worth individuals and business clients. The firm combines fundamental analysis with Modern Portfolio Theory to create tailored portfolios and offers both discretionary trading authority and non-discretionary advice, focusing on serving business clients alongside affluent individuals.

Carlos Peraza is a financial advisor with Mon Capital Management LLC in New York, NY, holding Series 63 and Series 65 credentials and three years of industry experience. He has previously worked at ING Private Wealth Management LLC and is a partner at SP Family Office LLC. Outside of his advisory role, he is a shareholder in SP Capital International S.A., a Panamanian investment management firm operating independently from his U.S.-based firms. Mon Capital Management serves primarily high-net-worth individuals, their corporate entities, and investment vehicles, providing discretionary and non-discretionary portfolio management. The firm incorporates Modern Portfolio Theory with a blend of fundamental, technical, cyclical, and quantitative analyses, and advises on alternative and direct investments while maintaining client assets with independent custodians.

David Marks is the sole advisor at One Across Capital, LLC in Maplewood, NJ, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has served as a private investor since 2006 and founded One Across Capital in 2012. One Across Capital provides discretionary investment management to individual and high-net-worth clients, offering customized portfolios with a range of strategies including long/short equity, use of leverage, and options trading. The firm conducts thorough client assessments and internal asset management, emphasizing quarterly account reviews and a disciplined approach to risk.

Alfred Frank is the sole advisor at Frank Capital Management LLC in Parsippany, NJ, holding a Series 65 credential with 23 years of industry experience. He has led Frank Capital Management since 2009. Outside of financial advising, he is a minority member and associate of Rubin & Frank Marketing LLC, which provides search engine optimization services for e-commerce clients. Frank Capital Management LLC manages discretionary separately managed accounts for individuals and trusts, focusing on fundamental, value-oriented analysis to build concentrated, long-term portfolios primarily of undervalued common stocks listed on the NYSE and NASDAQ. The firm also incorporates options and other derivatives in client accounts for risk management and position adjustments, a practice that is uncommon among independent advisory firms.

Christopher Minko is a certified financial planner (CFP®) and registered investment adviser with over 11 years of industry experience. He is the principal of Minko Wealth, where he has worked since 2013, and has prior experience at Cetera. In addition to his financial advisory role, he assists with trust administration and Medicaid applications as a paralegal at Minko Law Office. Minko Wealth provides personalized asset management services to individuals, families, businesses, trusts, and estates. The firm employs fundamental analysis and modern portfolio theory to construct portfolios tailored to each client’s goals and risk tolerance, offering discretionary management along with access to alternative investments and third-party money managers.

Anthony Apostolico is the sole advisor at DGM Asset Management, L.L.C. in South Orange, NJ, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with DGM Asset Management since 2000. DGM Asset Management provides discretionary investment management and portfolio supervision to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis supplemented by technical and cyclical methods, offering strategies from long-term holdings to short-term trading, while generally avoiding market timing and tailoring portfolios to client restrictions.

Christopher Gula is a CFA® charterholder and a financial advisor with Summit Place Financial Advisors, LLC, where he has worked since 2018. He has five years of industry experience, including prior work at Dream Forward Solutions. Summit Place Financial Advisors provides discretionary, fee-only investment advisory services and financial planning to individuals and high net worth clients. The firm manages approximately $300 million in discretionary assets and employs a portfolio strategy focused on individual equities, fixed income, and select mutual funds and ETFs.

James Zagelmeyer is a financial advisor at Lionshead Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior business experience spanning over a decade with Newsearch Equipment & Salvage, a retail company selling used parts for diesel tractors and other equipment. Lionshead Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, including pension and 1031 exchange consulting, as well as a bundled Micro Family Office program that coordinates estate, tax, and wealth-transfer planning.

Youngdawn Ha is a financial advisor at Karani Asset Management LLC with a Series 65 designation and eight years of industry experience. Prior to joining Karani, Ha worked for four years at Lagoda Investment Management, L.P. Karani Asset Management LLC is an SEC-registered investment adviser managing approximately $55 million in discretionary separately managed accounts for individual and institutional clients. The firm employs a fundamentals-driven, buy-and-hold investment approach focusing on publicly traded equities while utilizing various instruments to meet client objectives, and offers performance-based fee arrangements with disclosed procedures to address related conflicts.

Hiram Helm is a financial advisor at Clemensen Capital Company LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Barrow Hanley Mewhinney & Strauss Inc. from 2010 to 2021. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across mutual funds, ETFs, equities, and fixed income, combining fundamental and quantitative analysis to adjust portfolios according to economic and interest-rate cycles.

Mark Blinderman is a financial advisor at Walnut Investment Services LLC with 19 years of industry experience. He has been with Walnut Investment Services since 2001. Walnut Investment Services primarily serves individuals and families, as well as small businesses, pension plans, and trusts, offering fee-only investment advisory and financial planning services. The firm emphasizes fundamental securities analysis and asset allocation, providing both discretionary portfolio management and consultative guidance tailored to client goals.

James Lovas is a financial advisor at Xpotential Inc. with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Family First Firm, Friday Engineering, and Synopsys Inc. Xpotential Inc. provides discretionary portfolio management to a range of clients including individuals, trusts, estates, foundations, and small businesses. The firm employs globally diversified portfolios using low-cost index funds and ETFs, combining strategic asset allocation with tactical risk adjustments, and offers specialized services such as Treasury Management and 401(k) plan-level management.

Jakob Hawver is a financial advisor at MacFarlane Investors in New York, NY, holding a Series 65 designation. He has one year of industry experience, including previous roles at Reiss and other positions prior to joining MacFarlane Investors. MacFarlane Investors provides investment advisory, portfolio management, and financial planning services to a diverse client base ranging from lower-income investors to high-net-worth individuals and organizations. The firm employs a fundamental research-driven, long-term buy-and-hold investment approach and integrates financial planning into its portfolio management process.

Hakan Ergulec is a CFA® charterholder and has been with Tekmen Wells LLC since 2013, accumulating 4 years of industry experience. He serves as Principal and Managing Partner of two investment-related holding companies focused on private company investments. Tekmen Wells provides asset management and financial consulting services to individuals, trusts, foundations, and corporations, including high-net-worth households. The firm employs a discretionary portfolio management approach using diversified asset allocations and third-party managers through the Envestnet platform, with a notable use of a wrap-fee program as its primary investment vehicle.

Derek Botwinick is a financial advisor at Lumiere Financial with 23 years of industry experience. He holds a Series 63 designation and has held positions at firms including Purshe Kaplan Sterling Investments and Prudential Financial Planning Services. In addition to his advisory work, he owns DLB Associates, which provides group benefits and Medicare insurance services. Lumiere Financial is a registered investment adviser serving individuals, pension and profit-sharing plan sponsors, charitable organizations, and businesses. The firm manages approximately $59.9 million across 137 client relationships through a seven-advisor team, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives and risk tolerances.

Ivan Feinseth is a financial advisor at Tigress Financial Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Tigress Financial Partners since 2011. Tigress Financial Partners provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and business entities. The firm uses a combination of fundamental and quantitative analysis along with modern portfolio theory, employing strategies such as long- and short-term trading, options, short sales, and margin.

Daniel Weiss is a CFP® with six years of industry experience, currently serving as a financial planner at Avrio Wealth PTE LTD. His prior experience includes roles at PrairieView Partners and Chen Planning, as well as positions with educational institutions such as Golden Gate University. Avrio Wealth PTE LTD provides financial planning, investment management, and insurance advisory services primarily to high-net-worth individuals, corporations, and institutional clients. The firm emphasizes a total-return approach with diversified portfolios, serving a notable non-U.S. client base while maintaining registration with the U.S. SEC.

Douglas Black is the sole advisor at Springreef LLC in Chatham, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Springreef since 2010. Springreef serves high net worth families and large nonprofit organizations by providing independent consulting services focused on financial advisor evaluations, searches, and ongoing monitoring rather than managing client assets. The firm employs a structured due-diligence process using a 50-point scoring scale to assess advisors and operates on hourly or fixed-fee arrangements, avoiding asset-based compensation.

Chao Xu is a CFA® charterholder with seven years of industry experience. He has been with IONE Capital Management LLC since 2016. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm employs a quantitative and systematic investment approach that includes algorithmic asset allocation, statistical alpha strategies, and the use of options and futures, managing accounts on a discretionary basis with explicit risk management policies.

Emily Jaffe is a CFP®-certified financial advisor with nine years of industry experience, currently with OFC Wealth Management in Short Hills, NJ. She has been with OFC Financial Planning, LLC since 2017, following a five-year sabbatical prior to that. OFC Wealth Management advises individuals, business entities, and charitable organizations, providing discretionary portfolio management as well as standalone and retainer-based financial planning services. The firm is noted for its use of options and derivatives strategies within separately managed accounts and incorporates ESG considerations and AI tools according to client direction.