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® with eight years of experience in financial planning and over three decades of experience owning and operating an accounting and tax preparation practice. She founded Rand Financial Planning, LLC in 2018, where she provides comprehensive financial planning services. Rand also owns Marjorie L. Rand, CPA, P.C., which offers accounting and tax preparation services, a role she maintains alongside her advisory work. Rand Financial Planning, LLC is an independent, fee-only advisory firm serving individuals and families with comprehensive financial planning that addresses tax, cash flow, retirement, investment allocation, estate, and insurance considerations. The firm offers annual fixed-fee planning engagements and provides investment recommendations without discretionary management or custody of client assets.

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.

Glenn Gawronski is a CFA® charterholder and holds a Series 66 license with 10 years of experience in the financial industry. He has been principal at Byron Place Capital Management, LLC since 2015 and also owns the Gawronski Family Foundation, Inc. and Gawronski Holdings LLC, which invests in commercial real estate and private businesses. Byron Place Capital Management, LLC serves individuals, high-net-worth clients, charitable organizations, and other advisers by providing discretionary portfolio management focused on equity investing, including international securities. The firm combines fundamental, cyclical, and quantitative analysis within a long-term trading approach and is notable for acting as a subadviser and offering performance-based fee arrangements.

Michael Pierce III is the sole advisor at 65 and Sunny! Registered Investment Advisors, LLC in Bedminster, NJ, holding Series 63 and Series 65 licenses with 18 years of industry experience. Prior to founding his current firm in 2013, he worked at Bedrock Capital, LLC for eight years. He is also licensed as an insurance agent, providing life, health, and fixed annuities insurance in conjunction with financial and retirement planning. 65 and Sunny! Registered Investment Advisors focuses on retirement-oriented advice and portfolio management for individuals, trusts, non-profits, and pension plans, with particular expertise in federal and civilian employee benefits. The firm emphasizes capital preservation and employs specialized retirement-planning tools, offering both fee-based and commissionable solutions tailored to retiree needs.

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.

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 Jr. is a financial advisor with Artemis Wealth Advisors in Flemington, NJ, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Tucker Asset Management, Regal Financial Group, and PRUCO Securities. Outside of advisory work, he provides seasonal tax preparation services without commission. Artemis Wealth Advisors offers investment management and financial planning services to individuals and high-net-worth clients, integrating multiple analytical methods and a variety of investment strategies. The firm also incorporates tax planning and preparation into its comprehensive suite of financial planning services.

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.

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 29 years of industry experience, currently serving as the sole advisor at The Financial Planning Center, LLC. His prior roles include positions at Lotus Investment Advisors, Empire Asset Management Company, Divine Asset Management, LPL Financial, and Guardian Life. Outside of his advisory work, Marino is president of the Washington Township Police Foundation, a nonprofit supporting the local police department. The Financial Planning Center, LLC is an independent registered investment adviser serving individuals, families, and business owners with discretionary and non-discretionary portfolio management and comprehensive financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop personalized investment policies and provides ongoing fiduciary oversight and consolidated reporting.

Desi Dimaio is a CFP® with 10 years of industry experience. He is currently with Dimaio Private Wealth, LLC and has previously worked at Alliance Wealth Management Group, LLC and Bleakley Financial Group, LLC. Dimaio Private Wealth, LLC provides discretionary wealth management and investment advisory services to individuals and high-net-worth clients, offering comprehensive financial planning and individualized portfolio management. The firm constructs portfolios primarily from model allocations using ETFs, individual equities, mutual funds, and bonds, with an emphasis on fundamental analysis and a long-term investment horizon.

Michael Ashton is the sole advisor at Enduring Investments LLC in Morristown, NJ, holding the CFA® designation and Series 63 license with 15 years of industry experience. He previously worked at Real Asset Strategies, LLC from 2019 to 2021. In addition to his advisory role, Ashton serves as an external consultant to BAG Corp, assisting with quantitative business evaluations for a polypropylene fabric manufacturing company. Enduring Investments LLC is a small independent investment adviser providing discretionary portfolio management and advisory services to individual and institutional clients. The firm focuses on inflation-linked investment strategies using instruments such as inflation swaps, CPI options, inflation futures, and TIPS, and also manages a private inflation-tracking fund while sub-advising a registered inflation-protection ETF.

Weirong Zhang is a CFP® professional with five years of industry experience. Zhang has worked at Willow Wealth Management LLC since 2025 and previously held roles at Citigroup Global Markets Inc., Citi Private Alternatives, J.P. Morgan Securities LLC, and HSBC Securities. Outside of financial advising, Zhang is an independent distributor for an e-commerce company, Marketamerica Shop.com, primarily for personal use of its products. Willow Wealth Management LLC provides discretionary and non-discretionary portfolio management and financial planning services tailored to individuals and high-net-worth clients. The firm offers personalized investment advice based on client goals and risk tolerance, utilizing tools such as Monte Carlo analysis and may engage sub-advisors to implement investment strategies.

Ajit Paranjpe is a financial advisor at Prima Innotech with nine years of industry experience. He holds a Series 65 designation and has been with Prima Innotech since 2012. In addition to his advisory role, he has a long tenure at Veeco Instruments starting in 2006. Prima Innotech is an independent registered investment adviser that provides discretionary portfolio management and consulting services to individual clients. The firm employs a proprietary OptionMaximizer analysis engine to guide investment decisions and supports clients through educational seminars, publications, and a subscription-based platform for self-directed investors.