James Byron III is the sole advisor at Green Rock Advisors, LLC, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Colliers International and Avison Young and serves as Principal and Broker at Green Rock Realty, a real estate leasing business. Green Rock Advisors, LLC is a private real estate investment manager specializing in value-added office property investments in transit-oriented submarkets of the New York, Boston, and Washington, D.C. metro areas. The firm manages portfolios primarily for institutional investors and high-net-worth individuals through pooled private investment vehicles.

Roman Mordkovich is the sole advisor at Mordkovich Capital, LLC, an independent firm based in Westfield, NJ. He holds the CFA® designation and has 12 years of industry experience, having founded Mordkovich Capital in 2013. Mordkovich Capital serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis to implement diversified portfolios and employs both traditional and higher-risk trading strategies, including performance-based fee arrangements for qualified investors.

Anand Narayan is the founder of Kenobi Wealth and holds a Series 65 credential with one year of experience in financial advising. Prior to establishing Kenobi Wealth, he worked at Teksana Inc for eight years and IT Trailblazers LLC for one year. Outside of his advisory role, Mr. Narayan is involved in educational activities, including hosting the "$10M Insider Podcast" and authoring the book *Exit By FORCE*. Kenobi Wealth provides comprehensive financial planning, investment management, tax planning, and insurance strategy primarily for individuals and families, with a focus on young families, first-generation wealth builders, and high-earning professionals. The firm uses a long-term, goal-based investment approach grounded in evidence-based allocation and behavioral finance, delivering services through a tiered, subscription-based model that includes both personal and business advisory elements.

George Spinelli is a CFP® professional with 19 years of industry experience. He has been the principal of Spinelli Financial Advisors, Inc. since 1998. In addition to his advisory role, he owns and manages a certified public accounting firm, Mark G. Spinelli, CPA, which provides substantial tax planning and preparation services. Spinelli Financial Advisors is an independent, fee-only firm serving individuals and corporations with defined financial planning and ongoing portfolio supervision. The firm employs a range of analytical techniques and investment strategies, manages approximately $31 million in assets, and generally serves higher-net-worth and institutional clients.

Gwen Gepfert is a financial advisor with Oaktree Financial Planning and Consulting in Basking Ridge, NJ. She holds a Series 65 designation and has 18 years of industry experience. Since 2006, she has been with Oaktree Financial Planning and Consulting, an independent firm. Oaktree Financial Planning and Consulting provides fee-only financial planning and investment consultation to individual investors, focusing on retirement planning, education funding, tax and estate coordination, and educational workshops. The firm emphasizes a long-term, buy-and-hold investment approach using low-cost index funds and ETFs, delivering non-discretionary advice through time- or project-based engagements rather than ongoing asset management.

Marjorie Rand is a CFP® professional with seven years of experience in financial advising. She is the sole advisor at Rand Financial Planning, LLC and also owns Marjorie L. Rand, CPA, P.C., an accounting and tax preparation firm. She has provided accounting services since 1989 and financial planning since 2018. Rand Financial Planning, LLC is a fee-only firm serving individuals and families with comprehensive financial planning, including tax, retirement, estate, insurance, and investment guidance. The firm operates as a small, single-advisor practice that emphasizes fixed annual planning engagements without asset-based fees and integrates tax considerations through its affiliation with a separate CPA practice.

Michael Maglio is a financial advisor at Charter Advisory Group with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2014. Charter Advisory Group provides investment management, financial planning, tax advisory, and consulting services to individuals, families, trusts, and charitable entities. The firm serves a small client base primarily composed of wealthier households, trusts, and corporate executives, integrating tax and wealth planning into its investment process and typically implementing portfolios with mutual funds, ETFs, and tax-efficient municipal bond strategies.

Matthew Taranto is a CFA® charterholder with six years of experience in financial advising at Mountainpoint Investment Advisors. He is also Senior Vice President at Everest Group Ltd, a property and casualty reinsurance company, where he manages the company’s internal general account asset portfolio. Mountainpoint Investment Advisors provides discretionary portfolio management and financial planning primarily to individuals, non-profit organizations, and institutional clients such as foundations and endowments. The firm employs a combination of fundamental macro and sector analysis with bottom-up security research, emphasizing diversified, low-turnover investments including ETFs and mutual funds.

Michael Pierce is the sole advisor at 65 and Sunny! Registered Investment Advisors, LLC in Bedminster, NJ, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has led 65 and Sunny! since its founding in 2013. In addition to his advisory work, Pierce is also licensed as an insurance agent specializing in life, health, and fixed annuities, integrating risk management techniques into his financial planning. 65 and Sunny! provides retirement-focused financial planning and portfolio management to individuals, trusts, non-profit organizations, and pension plans, with particular emphasis on federal and civilian employees and Medicare-related planning. The firm employs a conservative investment approach centered on capital preservation, using specialized software and risk analysis tools, and offers a hybrid fee model that includes commissionable products.

Mohammad Hosseini Nejad is a financial advisor with Investment Management 911, holding 19 years of industry experience. He has been with Investment Management 911 since 2000 and also has a long tenure with Unilever HPC USA starting in 1989. Investment Management 911 serves individual and business clients by providing discretionary investment management, customized investment policies, periodic rebalancing, and financial planning. The firm focuses on diversified, asset-allocation portfolios using primarily low-cost, no-load mutual funds and ETFs, emphasizing tax-efficient placement and minimizing investment costs.

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.

Charles Chiu is a financial advisor with Golden Lake LLC in Parsippany, NJ. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding Golden Lake LLC in 2013, he worked at TFS Securities, Inc. from 2015 to 2020. Golden Lake LLC provides investment management and consulting services primarily to individual clients, offering both discretionary and non-discretionary portfolio management. The firm employs a top-down, market-cycle approach incorporating macroeconomic analysis, market timing, tactical overlays, and quantitative technical analysis.

Rushi Patel is a financial advisor at Fairbridge Capital Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Gibbs Wealth Management. Patel also operates a separate insurance business as a licensed insurance producer. Fairbridge Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $15.3 million across 55 client relationships. The firm employs tactical equity strategies focused on thematic and dividend value equities and integrates ongoing supervision and rebalancing based on client-specific investment policies.

Randolph Fisher is the managing member and chief compliance officer of Artemis Wealth Advisors with 19 years of industry experience. He previously worked at Regal Financial Group for 13 years and has been involved with Tucker Asset Management and Artemis Wealth Advisors since 2022. Outside of advisory services, Fisher conducts seasonal tax preparation from January to April. Artemis Wealth Advisors serves individual and high-net-worth clients by providing portfolio management, financial planning, and tax-related services. The firm employs multiple analytical methods in its investment process and integrates accounting and tax preparation services, a combination that is uncommon among independent solo advisors.

Giuseppe Bianco is the principal of Bianco Wealth Advisors LLC and holds Series 63 and Series 65 licenses with 17 years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLife Securities LLC, as well as work with Cornerstone Planning Group, LLC. In addition to his advisory work, he operates an insurance brokerage through Cambium Strategies LLC. Bianco Wealth Advisors LLC provides discretionary asset management and financial planning services primarily to pooled vehicles and institutional clients, while also serving individuals, trusts, small businesses, and estates. The firm employs a blend of fundamental, technical, charting, and cyclical analysis, utilizing mutual funds, ETFs, fixed income, and options strategies, with portfolio reviews conducted at least quarterly.

Robert Centrella is a CFA® charterholder with 27 years of industry experience. He has been the principal advisor at Forza Investment Advisory, LLC since 2010. Forza Investment Advisory provides discretionary portfolio management and investment consultation to private individuals, select small businesses, and a variety of institutional clients. The firm employs a combined top-down macroeconomic and bottom-up fundamental approach, tailoring portfolios to client objectives with a focus on documented investment policies and disciplined risk management.

John Coumarianos is the principal of Mindful Advisory, LLC, an independent investment advisory firm. He holds Series 63 and Series 65 designations and has 11 years of industry experience, including roles at CityWire USA and Dow Jones. In addition to his advisory work, he serves as a writer and editor for CityWire USA, contributing approximately 20 hours per month. Mindful Advisory, LLC provides fee-only investment advisory services to individuals, high-net-worth clients, retirement plans, and other entities. The firm employs a valuation-driven investment approach, managing portfolios with a focus on both fixed income and flexible long-duration assets, and occasionally uses short-term trading strategies tailored to client objectives.

Daniel Sciortino is a ChFC® and Series 63 credentialed advisor with 14 years of industry experience. He is the principal of Fig Tree Wealth Management LLC, an independent firm he has led since 2022. His prior experience includes roles at National Wealth Management, Foresters Financial Services, and Sound State Entertainment. Outside of financial advising, he is involved in book publishing and education on biblical stewardship through Fig Tree Stewardship and is a member-owner of Godwit Coffee LLC, a coffee roastery focused on charitable activities. Fig Tree Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach includes diversified allocations tailored to risk profiles, with a Biblically Responsible Investing overlay that screens for consistency with specified Christian values, and offers pension consulting and participant education services.

Michael Marino is a CFP® professional with 28 years of industry experience. He is the principal at The Financial Planning Center, LLC and has previously worked with Lotus Investment Advisors, Empire Asset Management Company, and Divine Asset Management. Outside of his advisory work, Marino serves as president of the Washington Township Police Foundation, a nonprofit supporting the local police department. The Financial Planning Center, LLC serves individual investors, business owners, and families by offering discretionary and non-discretionary portfolio management along with comprehensive financial planning services. The firm tailors investment strategies based on client objectives and coordinates with other professionals while managing approximately $26.3 million for about 63 clients.

James Chen is the sole advisor at Solid Street Capital Management in Pine Brook, NJ, holding Series 63 and Series 65 designations with 11 years of industry experience. He has been affiliated with City Index Group since 2012. Solid Street Capital Management offers discretionary portfolio management primarily for pooled vehicles and institutional or corporate accounts, utilizing a blend of technical, fundamental, and statistical analysis. The firm employs a proprietary SS-Rating system to guide security selection and position sizing, and emphasizes client education through seminars, workshops, and published materials.