Leodegario Camacho is a financial advisor with Camacho Capital Planning Advisors LLC, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including 21 years at TFS Securities Inc. and ongoing partnership in the accounting firm Camacho & Camacho, LLP. Camacho Capital Planning Advisors provides portfolio management and financial planning services to individuals, retirement plans, charitable organizations, and business entities. The firm employs a modern portfolio theory approach with primarily non-discretionary advisory services and tailors investment strategies through documented Investment Policy Statements.

Yassir Samra is a financial advisor at Skyy Financial Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has maintained an academic appointment at Manhattan College since 2005. Skyy Financial Group provides investment advice and portfolio management to individuals, investment clubs, partnerships, and business accounts, along with educational services such as tutoring, seminars, and a subscription trading service. The firm’s investment approach integrates technical and value analysis with macroeconomic research and uses a variety of trading strategies tailored to clients’ cash flow and risk profiles.

Mujibun Khan is the sole advisor at IEM Asset Management, LLC, an independent firm based in Red Bank, NJ. He holds the Series 66 designation and has 22 years of industry experience, including over 20 years with IEM Asset Management. Khan has an ongoing involvement in energy-efficiency research and development outside of his advisory role. IEM Asset Management serves individual clients, including some high-net-worth households, with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs an active, research-driven investment approach that combines fundamental, technical, quantitative, and cyclical analysis, offering diversified allocations across multiple asset classes and customized portfolio management.

Jaime Quinones is a CFP® with 19 years of industry experience, currently serving as the sole advisor at Stockade Wealth Management. He previously worked at LPL Financial LLC for over a decade. Outside of his advisory role, Jaime is a licensed notary public in New Jersey. Stockade Wealth Management provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $17.2 million across around 75 client relationships, employing a range of investment analysis techniques and offering tailored portfolio management with quarterly reviews.

Gary Garland is a financial advisor at Integrated Wealth Solutions, LLC with 10 years of industry experience. He holds the CFP® designation and a Series 65 license. In addition to his advisory work, he is an attorney specializing in estate planning and elder law through his own law practice, Garland Law Offices, P.A. Integrated Wealth Solutions is an independent investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm offers discretionary investment management, financial and business planning, insurance reviews, and free educational workshops, typically utilizing a passive, diversified investment approach tailored to each client’s objectives.

Keka Rath is a Certified Financial Planner™ (CFP®) with 19 years of industry experience. She has been the sole advisor at NextGen Wealth Counselors Limited Liability Company since 2015 and also maintains a role at Global Investment Management, LLC. NextGen Wealth Counselors is an independent, single-advisor firm that provides discretionary portfolio management, financial planning, and pension consulting for a range of clients including individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a documented Investment Policy Statement, applies multiple analytical methods, and invests across diverse instruments while offering ongoing pension plan consulting, a service not commonly provided by similar firms.

Bhushan Bhangale is the principal of Bsquare Investalytix LLC and holds a Series 65 designation with one year of industry experience. He has worked at Cognizant from 2021 to 2024 and BNP Paribas RCC from 2007 to 2020. Outside of his advisory role, he is a managing member of Gill Lane Investment Partners LLC, a passive real estate investment entity. Bsquare Investalytix LLC is a registered investment adviser serving high-net-worth individuals with discretionary portfolio management and a subscription service offering trade recommendations. The firm focuses on equities, ETFs, and equity options using a combination of charting, cyclical, fundamental, and technical analysis.

Satram Chainani is the sole advisor at Sigma Capital Management and holds a Series 65 designation with 19 years of industry experience. He has been with Sigma Capital Management since 2008, first at the LLP and then at the LLC since 2017. Sigma Capital Management provides discretionary investment advisory services to a small number of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $1.56 million across five discretionary accounts, investing primarily in equities, fixed income, no-load mutual funds, and equity options, with a focus on combining charting, fundamental, and technical analysis.

Douglas Grant is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Grant Asset Management, LLC. Prior to founding his independent firm, he worked at Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and Garden State Securities, Inc. Outside of his advisory role, he manages a baseball equipment manufacturing business and is part owner and manager of a bar in Hoboken, NJ. Grant Asset Management provides tailored financial planning, investment advisory, insurance consulting, and retirement-plan services to individuals, families, trusts, charitable organizations, and small businesses. The firm employs a goal-based approach emphasizing behavioral finance and asset allocation, primarily using exchange-traded funds for tax efficiency and cost considerations.

Srikanth Nagarajan is the managing partner of Berunda Capital Management and holds Series 63 and Series 65 designations, with seven years of industry experience. He is also the CEO of Valan Global Solutions, a company that provides data analytics and investment research support. Berunda Capital Management offers investment advisory and portfolio management services primarily to individual and high-net-worth clients, utilizing a research-driven approach supported by Valan Global Solutions. The firm is noted for its use of performance presentations, newsletters, and educational seminars as part of its client communications.

Mark Rizzotti is a financial advisor at Transparent Wealth Solutions with a Series 65 credential and experience spanning roles at JP Morgan and Seramount. He is also a licensed real estate salesperson affiliated with Green Light Realty and co-founder of an online blog providing market commentary. Transparent Wealth Solutions offers fee-only financial planning, coaching, and advisory services to individuals and families, focusing on comprehensive cash-flow analysis, risk management, and long-term, diversified investment strategies. The firm uses a digital custodian platform and provides scheduled client reviews without taking custody of assets.

David Berkowitz is the sole advisor at Valuealigned Partners and holds Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Savvy since 2026 and previously at ValueAligned Partners, LLC for 24 years. Outside of advisory work, he serves as an accountant and administrator for Berk Capital, LP, an investment-related family partnership he has been involved with since 1995. Valuealigned Partners provides discretionary and non-discretionary investment management and comprehensive financial planning for individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm follows a value-oriented, fundamental analysis investment approach, emphasizing long-term equity holdings and selective use of options, and has experience managing a pooled investment vehicle.

Frank Ramson is the principal of Frank Ramson, LLC and holds a Series 65 designation with 16 years of industry experience. He previously operated Bedford Tax Services, LLC, a tax advisory firm, where he served as a CPA and tax advisor. Frank Ramson, LLC provides discretionary portfolio management to individual investors, including both modest portfolios and high-net-worth individuals. The firm’s investment approach combines fundamental valuation analysis with technical analysis for trade timing and uses covered-call writing as a conservative income strategy.

Christopher Helwig is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Newport Wealth Management, LLC since 2011. He maintains a notary public role on a volunteer basis. Newport Wealth Management serves a select group of individual, corporate, trust, estate, and charitable clients, offering tailored investment supervisory services and financial planning. The firm employs a combination of fundamental, technical, and charting analysis, incorporating both traditional and alternative investment strategies on a discretionary basis when authorized.

William Primm is a financial advisor at Princeton Investment Management Company with 24 years of industry experience. He has been with the firm since 1981. Princeton Investment Management Company serves individuals, trusts, estates, charitable organizations, and retirement accounts, typically managing balanced stock-and-bond portfolios with a value-oriented, fundamental analysis approach. The firm operates with a small client base, generally managing assets non-discretionarily and focusing on long-term, low-turnover investment strategies.

Rajeev Nedunuri is the principal advisor at Lasani Wealth Management and holds a Series 65 designation. He has been active in financial services since 2016, with previous roles including positions at Workspend/Broadridge and IQCIO LLC. Outside of his advisory activities, he maintains a minority ownership in an institutional advisory technology provider and works full time in technology consulting. Lasani Wealth Management is an independent registered investment adviser focused on portfolio management and financial planning for individuals and families. The firm uses a combination of fundamental and technical research, quantitative screening, and AI-assisted tools to create risk-based and customized portfolios, providing ongoing portfolio reviews and detailed written reporting.

Patrick Healey is a CFP® with 18 years of industry experience. He is the sole advisor at Caliber Investment Advisors, LLC and has previously worked at Arete Wealth Advisors LLC, Arete Wealth Management LLC, Caliber Financial Partners, and Kalos Management. Caliber Investment Advisors is an independent, state-registered firm providing discretionary investment management and portfolio construction services primarily to individuals and high-net-worth clients. The firm employs a long-term investment approach based on fundamental analysis, supplemented by technical analysis, and offers customized strategies that may include concentrated positions, options, and structured notes.

Abdulaziz Shroff is a financial advisor at SNC Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Anaplan Inc and Verizon. SNC Wealth Management provides customized investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm offers both discretionary and non-discretionary advisory services, with a notable family office offering that includes real estate analysis, insurance review, and estate services.

Scott Buttfield is a CFP® professional with 22 years of industry experience. He has worked at First Affirmative Financial Network, LLC since 2003 and has operated Buttfield & Associates since 1990. Buttfield & Associates is an independent, fee-only firm offering personalized financial planning and investment management focused on sustainable, responsible, and impact investing. The firm serves individuals, families, trusts, small businesses, and charitable organizations, providing tailored financial plans followed by discretionary portfolio management in coordination with an SRI specialist.

Zak Shaik is the sole advisor at ARPP with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ing Financial Partners since 2006. Outside of his advisory role, he is a principal in Peploans.com, a commercial real estate and business lending brokerage firm operating nationwide. ARPP LLC dba Sabur Private Wealth Management serves high-income individuals, business owners, professional athletes, executives, and family offices, focusing primarily on advanced tax planning and strategic financial planning. The firm provides non-discretionary investment advisory services and emphasizes coordination with tax and legal professionals while using tax modeling and cash-flow projections to develop tax-focused financial plans.