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.

John Baranauskas is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. He is the principal of Sweetgum Laboratories LLC, an independent advisory firm he has led since 2019. His prior experience includes roles at Bank of America, Merrill Lynch, Sterne Agee Financial Services, RPH Financial, and Equinox Group Distributors. He is also a licensed insurance agent. Sweetgum Laboratories LLC provides portfolio management and financial planning services to individuals, charitable organizations, and corporate clients. The firm employs a combination of cyclical, fundamental, modern-portfolio-theory, and quantitative analysis with a long-term trading orientation, managing client portfolios primarily on a non-discretionary basis.

Jiayi Li is a CFA® charterholder and the sole advisor at iEngage Asset Management LLC in Princeton, NJ, with seven years of industry experience. Prior to founding iEngage Asset Management in 2018, Li worked at Access Pointe LLC for eleven years. iEngage Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, foundations, and businesses. The firm uses a combination of modern portfolio theory and fundamental and cyclical analysis to pursue a primarily long-term investment approach, supplemented by tactical short- and intermediate-term trades when appropriate.

Glenn Nevola is the principal of Flight Line Financial, LLC, an independent advisory firm based in Princeton, NJ. He holds a Series 66 designation and has 13 years of experience in the financial industry. In addition to his advisory work, he has been a self-employed insurance agent since 2015 and has a long career as a Continental/United Airlines pilot dating back to 1986. Flight Line Financial serves individual clients, primarily professional airline pilots, by providing financial planning and ongoing consulting. The firm operates as a solo practitioner, does not manage client assets directly, and refers clients to third-party money managers for portfolio management.

Guozheng Tang is a financial advisor with New York Ivy Capital Management LLC, holding a Series 65 designation and three years of industry experience. Prior to founding his firm in 2020, he worked at Ernst & Young LLP for eight years. New York Ivy Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm customizes advice based on each client’s goals and risk tolerance, employing a fundamentally driven investment approach that uses both bottom-up and top-down analysis across a range of asset classes.

Riddhi Jain is a CFP® professional with three years of industry experience, currently serving at HAPPYRICH Capital. She has held roles at MFA Wealth Inc., MFA Capital Private Ltd., and MFA Consulting Private Limited since 2011. Outside of her advisory duties, she serves as Senior Vice President of Planning at MFA Capital Private Ltd. in India, where she is involved in goal-based investment planning, risk management, tax strategies, and mentoring financial planning team members. HAPPYRICH Capital (MFA Wealth Inc.) provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities. The firm manages approximately $45 million in client assets, emphasizing strategic asset allocation with a combination of passive index funds and tactical active funds, and supports client relationships with documented investment policy statements.

Anil Kothari is a CFA® charterholder with three years of industry experience, currently serving at HAPPYRICH Capital. His prior roles include positions at MFA Wealth Inc., MFA Capital Private Ltd., and MFA Consulting Private Ltd. Outside of his advisory work, he is involved with MFA Capital Private Ltd. in India, where he performs investment research and analysis to support mutual fund distribution. HAPPYRICH Capital provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities. The firm’s investment approach combines strategic asset allocation with passive index funds and ETFs alongside tactical use of actively managed funds.

Anfernee Williams Murden is a financial advisor at Bergamot Asset Management LP with a Series 65 designation and one year of industry experience. Prior to joining Bergamot, he worked in various roles including positions at Stretch Labs, Philadelphia Country Club, Dicks Sporting Goods, and the University of Pittsburgh. Bergamot Asset Management LP provides discretionary and non-discretionary investment management to institutional and high-net-worth clients through pooled private funds and separately managed accounts. The firm combines fundamental research with quantitative tools across public long/short equity and private equity strategies, and manages several niche pooled vehicles despite its small advisory team.

Smara Savoy is a financial advisor at WE Financial Group with a Series 65 credential and one year of industry experience. Prior to joining WE Financial Group, Savoy worked at Oui Financial and was self-employed. Before transitioning to finance, Savoy spent nine years at Nestlé USA. WE Financial Group provides discretionary investment management, financial planning, and estate-planning coordination for individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing both long-term and short-term strategies, including options-based approaches and third-party managers.

Harvey Fram is a CFA® charterholder with 12 years of industry experience and has been with Constantia Capital LLC since 2013. He holds a Series 63 license and is based in Lawrenceville, NJ. Constantia Capital provides discretionary investment management primarily to medium and high net-worth individuals, institutions, employee benefit plans, trusts, and estates. The firm employs quantitatively driven portfolio strategies, including actively managed 130/30 and enhanced large-cap approaches, alongside niche products such as event-driven merger-arbitrage and passive biotech sub-strategies.

Michael Furst is a financial advisor at Palante Wealth Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the nonprofit Strong Like Ellie based in North Carolina. Palante Wealth Advisors serves individual clients, trusts, and estates by providing discretionary portfolio management and integrated financial planning. The firm employs a primarily passive investment approach using diversified mutual funds and ETFs, and offers educational workshops for clients and their families.

Thomas D'auria is a CFA® charterholder with 14 years of industry experience. He has been with Tandem Investment Partners, LLC since 2014. Tandem Investment Partners is a registered investment adviser managing approximately $200 million for individuals, small institutions, and retirement plans. The firm offers personalized discretionary portfolio management and non-discretionary retirement plan advisory services, utilizing a combination of fundamental and cyclical analysis alongside a proprietary quantitative model and modern portfolio theory.

Venkat Krishnaswamy is a financial advisor at Kubhera Enterprises LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Kubhera Enterprises LLC, and MKS Princeton since 2009. Kubhera Enterprises serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm offers access to private and alternative investments, primarily allocates assets among fixed-income securities, mutual funds, and ETFs, and sponsors an affiliated private investment fund.

Jeffrey Ziment is a financial advisor at Ziment Financial Advisors, Inc. with 23 years of industry experience. He holds a Series 63 designation and has been providing tax preparation services as a CPA since 1985. In addition to his advisory role, he is president of ZB Group Inc., a business consulting firm. Ziment Financial Advisors, Inc. offers discretionary portfolio management and financial planning primarily for high-net-worth and individual clients. The firm uses a risk-budget framework and derivative-based strategies to manage market exposure and tailor asset allocations across various securities.

Ian Mindas is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Integrous Wealth Strategies and previously worked at Purshe Kaplan Sterling Investments, OSAIC, Woodbury Financial Services, and Personal Wealth Strategies. Integrous Wealth Strategies provides personalized financial planning and investment management to individuals, medical and dental professionals, trusts, estates, and qualified retirement plans. The firm employs an evidence-driven, model-based approach emphasizing diversified core allocations, selective active strategies, and tax-aware implementation.

Justin Rice is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Integrous Wealth Strategies. His prior experience includes roles at OSAIC and Woodbury Financial Services INC. He is involved in community and professional organizations, including serving as President-Elect and Director of NexGen at the Financial Planning Association of New Jersey and as a Past Grand Knight for a local fraternal benefit society. Integrous Wealth Strategies provides personalized financial planning and investment management to individuals, medical and dental professionals, trusts, estates, and qualified retirement plans. The firm employs an evidence-driven, model-based investment approach focused on diversified core allocations, strategic tilts, selective active strategies, and tax-aware implementation.

Kendall Hamilton is a financial advisor at Hamilton & Company in Princeton, NJ, holding a Series 65 designation. Hamilton has been associated with Hamilton, Johnston & Co., Inc. since 2003. Hamilton & Company provides independent investment consulting to endowments, foundations, retirement plans, high-net-worth families, and family offices. The firm focuses on portfolio-level advice, including asset allocation and manager evaluation, without recommending individual securities or accepting discretionary asset-management authority.

Ethan Schneid is a financial advisor at Kubhera Enterprises LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Kubhera Enterprises since 2009. Kubhera Enterprises serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a mix of fixed-income securities, mutual funds, and ETFs, and also provides access to private and alternative investments, including offerings through the YieldStreet platform.

Ezri Shechter is a financial advisor with CM Capital Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His background includes roles at Spencer Winston Securities and Coldwell Banker, as well as property management for Norkez Properties. He also teaches at Baruch College and Touro University. CM Capital Partners provides portfolio management and advisory services to individual and institutional clients, utilizing a blend of charting, fundamental, quantitative, and technical analysis tailored to each client’s investment goals. The firm is known for offering performance-based fee arrangements and publicly presenting advertised performance results.

Victor Medina is a CFP® with 10 years of experience in financial advising, currently serving at Palante Wealth Advisors, LLC. He is the owner and managing attorney of Medina Law Group, LLC, where he provides estate planning and estate administration services. Medina is also licensed to sell life and health insurance through Medina Financial, LLC. Palante Wealth Advisors offers investment management and comprehensive financial planning to individuals, trusts, and estates, emphasizing a passive investment approach using diversified portfolios of low-cost mutual funds and ETFs. The firm provides ongoing portfolio supervision and educational workshops for clients and their families.