Joseph Obertlik is the principal of Obertlik Wealth Management LLC, holding a Series 65 credential with one year of industry experience. He founded his firm in 2025. Outside of financial advising, he serves as president of multiple pickup and delivery service companies and a vending machine business. Obertlik Wealth Management LLC provides discretionary and non-discretionary asset management to individuals and high net worth clients, managing approximately $20 million across roughly 25 client accounts. The firm creates tailored investment programs based on client goals, employing fundamental and cyclical analysis, with regular portfolio reviews and active management of asset allocation, security selection, rebalancing, and tax-loss harvesting.

Boaz Witelson is the sole advisor at Sensus Investment Management, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Sensus Investment Management provides advisory services to individual clients and corporate retirement plans, specializing in discretionary portfolio management and non-discretionary pension consulting. The firm uses a top-down, asset-allocation driven approach with quantitative optimization and incorporates derivatives and option strategies to manage risk and costs.

Ketu Desai is the sole advisor at I-Squared Wealth Management, Inc., based in Totowa, NJ, holding a Series 65 designation and having 10 years of industry experience. Since 2016, Desai has led the firm and 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 offers discretionary asset management and institutional investment consulting to individuals, high net worth clients, retirement plans, and employer plan sponsors. The firm employs a broad 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.

Erguis Mertiri is a financial advisor at Empire State Wealth Advisors Inc with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Main Street Asset Management LLC for 10 years. Outside of his advisory roles, he serves as President and CEO of Main Street Financial Services LLC. Empire State Wealth Advisors Inc provides portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a multifaceted investment approach incorporating fundamental, technical, quantitative, cyclical, and charting analyses, generally pursuing long-term trading strategies with both discretionary and non-discretionary mandates.

Kwesi Simmsparris is the principal of Kaspian Wealth Management and holds a Series 66 designation with 20 years of industry experience. He has been with Kaspián Wealth Management Inc. since 2012 and has operated Kaspian Financial Service, Inc. since 2001. In addition to his advisory role, he is a Certified Public Accountant and an insurance agent, providing accounting and insurance services to clients. Kaspian Wealth Management LLC offers investment advisory services primarily to individual clients and qualified retirement plans, including ERISA 3(38) investment management. The firm employs discretionary asset management with asset allocation models, periodic rebalancing, and fundamental analysis, using third-party portfolio construction and reporting services.

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.

James Denby is the sole advisor at Denby Financial Services, LLC, an independent firm based in Clifton, NJ. He holds the Series 65 designation and has 12 years of industry experience. Denby has led his firm since 2010, providing a range of financial advisory services. Denby Financial Services offers investment advisory and financial planning primarily to individual clients, managing approximately $3.95 million across 26 accounts. The firm combines fundamental analysis and strategic allocation with both long- and short-term trading, operating mostly on a non-discretionary basis, and also provides income tax preparation and small-business accounting and payroll services.

Alan Kotaev is the president and portfolio manager of TPK Advisors LLC, where he has worked since 2010. He holds Series 63 and Series 65 registrations and has 10 years of industry experience. In addition to his advisory role, he is a partner at Alan Trade Inc., a company involved in the export and distribution of Sherwin Williams products in Russia, where he handles contract negotiations and shipment arrangements. TPK Advisors is an independent registered investment adviser that provides discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of strategies including technical and fundamental analysis, short sales, option writing, and short-term trading, and conducts regular portfolio reviews with discretionary trading authority.

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.

Itay Maymon is a financial advisor at Clavis Capital Management, LLC with Series 65 credentials and experience dating back to 2014, including prior work at Latium Capital Ltd. He is the founder and CEO of Global Wave Management Ltd., a technology-oriented business focused on developing statistical models and software for the financial industry. Clavis Capital Management provides portfolio management and advisory services primarily to high-net-worth individuals and business entities, using a combination of quantitative and qualitative investment methods. The firm employs strategies such as short-term trading, short sales, trend following, and global macro futures trading across diverse asset classes, operating with trading discretion and incorporating commodity and futures exposure in client portfolios.

Derrick Horvath is a financial advisor at Amber Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has a background that includes roles at Shiseido Americas Corporation and Marubeni America Corporation. In addition to his advisory work, he maintains a full-time external tax role and provides tax consulting. Amber Wealth Advisors is an independent firm offering fee-only financial planning to individuals and high-net-worth clients, focusing on areas such as business planning, retirement, and tax considerations. The firm provides investment analysis and recommendations without discretionary portfolio management, using a fixed or hourly fee model rather than percentage-of-assets billing.

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.

Paul Cheransky is a CFP® professional with 10 years of industry experience. He is currently with Jeffrey N. Mehler, CFP LLC and has previously worked at Panorama Financial LLC, SAX Wealth Advisors, and Silvercrest Asset Management Group. Jeffrey N. Mehler, CFP LLC is an independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, investment management, and consulting services, employing a fundamental analysis-based investment process that includes customized portfolios and the use of derivatives and margin transactions where appropriate.

I started Joint Financial after moving back to New Jersey from Colorado. During my time out west, I noticed how many people had interests outside of their work, which inspired me to help others become work-optional and pursue their own personal interests and passions. My work focuses on helping clients build a tax-efficient roadmap to financial independence before age 65. This includes retirement projections, long-term tax planning, asset withdrawal strategies, investment management, equity compensation, and insurance/estate review. In my free time, I am likely working on my golf game, or if the weather won't cooperate, thinking about playing golf. All jokes aside, I love to exercise, read, ski, and cook when I am not golfing, or thinking about golfing!

Gregory Dube is a financial advisor at Roseheart Investment Advisors, LLC with 14 years of industry experience. He has been with Roseheart Investment Advisors since 2012 and previously worked at Roseheart Associates, LLC for 21 years. He holds the Series 63 and Series 65 designations. Roseheart Investment Advisors provides portfolio management and investment supervisory services to individual and high-net-worth clients, creating written Investment Policy Statements tailored to each client's goals, tax considerations, and risk tolerance. The firm’s investment approach incorporates fundamental and technical analysis across a range of asset classes and employs both long-term and active trading strategies, managing approximately $24 million in discretionary assets for a relatively small client base.

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.

Jeffrey Barnett is the sole advisor at Fintegrity LLC, an independent registered investment adviser based in Tenafly, NJ. He holds a Series 65 designation and has eight years of industry experience. Barnett has managed Fintegrity since 2017. Fintegrity LLC provides discretionary and non-discretionary investment management and comprehensive financial planning primarily for high-net-worth individuals, families, trusts, business entities, and retirement accounts. The firm employs a fundamental analysis and behavioral finance approach, focusing on individual stocks, bonds, and cash equivalents, with selective use of ETFs and mutual funds, and emphasizes customized portfolio management and client-specific considerations.

Adam Young is a financial advisor at Precession Capital Management, LLC, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Clear Haven Capital Management LLC from 2012 to 2021. Precession Capital Management specializes in discretionary and non-discretionary portfolio management for high-net-worth and institutional qualified investors, focusing on credit-sensitive fixed income instruments through a macro-informed, absolute-return oriented investment approach. The firm uses performance-based fees for qualified clients and manages side-by-side allocation conflicts with documented procedures.

I’m Paul Cipriano, the founder of Cipriano Wealth Management. I decided to launch Cipriano Wealth Management as a fee-only, independent registered investment advisor to eliminate the inherent conflicts of interest that investors are often forced to accept when engaging with a financial advisor. I offer comprehensive financial planning under a monthly subscription service. I also combine financial planning with ongoing investment management services and charge fees based on the value of the assets managed (AUM). I prioritize the development of your unique comprehensive financial plan as the foundation of our relationship. I am not singularly focused on gathering assets and refrain from managing investment portfolios unless we have developed a strategic plan for your assets. I worked on the trading desks at several large global investment banks for over 20 years where I was responsible for advising hedge funds and asset managers on portfolio management, investment strategy and market risk. I combine that experience with my training as a CFP® professional to help middle- and high-income families from working class backgrounds achieve their personal financial goals. Would you like to connect? Book a 20 Minute Intro call on my online calendar at calendly.com/ciprianowealth.

Pouria Dehgan is the sole advisor at Axia Asset Management, LLC, holding a Series 65 designation with 5 years of industry experience. He has worked with several related entities since 2003, including XE Partners I, LLC and XE Partners II, LLC, where he is a partner involved in real estate investment activities outside of advisory services. Axia Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and nonprofit organizations. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework, offering a range of strategies including long- and short-term trading, short sales, margin, and options in separately managed accounts.