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.

Jeffrey Gross is a financial advisor with 22 years of industry experience, currently operating as the sole advisor at 1-800-401K Plan.com, LLC. He holds Series 63 and Series 65 licenses and previously worked at Walnut Street Securities, Inc. from 2004 to 2005. 1-800-401K Plan.com, LLC serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary and non-discretionary investment advisory services, retirement planning, and financial consulting. The firm emphasizes 401(k), 403(b), and 457 plan management using a quantitatively scored questionnaire for portfolio allocation and incorporates a mix of long-term and trading strategies with ongoing monitoring.

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 Zisa is the sole advisor at Viking Wealth Management LLC in Yardley, PA, with 24 years of industry experience and a Series 66 designation. He has worked at New Century Financial Group and Royal Alliance Associates and has been a business education teacher at Pennsbury School District and a part-time instructor at Bucks County Community College for over two decades. Zisa is also an author. Viking Wealth Management is an independent advisory firm serving individual investors and qualified plan participants, managing approximately $12.5 million across about 23 client accounts. The firm offers tailored investment strategies using fundamental and cyclical analysis across various instruments and provides both discretionary and non-discretionary management, along with financial planning and insurance-related services.

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.

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.

Stephen Corsano is the sole advisor at Freedom Money Management LLC in Belle Mead, NJ, holding Series 65 and Series 66 licenses with 12 years of industry experience. His prior work includes roles at Morgan Stanley and Merrill. Freedom Money Management LLC offers personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm follows a long-term, fundamentals-based investment approach with strategic and tactical asset allocation, primarily managing assets on a non-discretionary basis.

Michael Liu is a Series 65-licensed financial advisor at Capuchin Capital with six years of industry experience, including his current role at Intelligent Fanatics Capital Management. He studied at Rutgers University from 2017 to 2020. Capuchin Capital provides discretionary investment management to high-net-worth individuals and qualifying entities, employing a single investment strategy that combines fundamental, technical, and proprietary analysis across publicly listed equities and derivatives. The firm operates with full discretionary authority and uses a performance-based compensation model, serving only qualified clients.

Ajay Kaisth is a CFP® professional with 18 years of experience in financial advising, currently serving as the sole advisor at Kai Advisors, LLC since 2010. He holds Series 63 and Series 65 licenses and operates out of Princeton Jct, NJ. Kai Advisors provides personal financial planning and discretionary investment management to individuals, families, retirement plans, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation framework focused on mutual funds and ETFs, managing portfolios on a fee-only, discretionary basis with an emphasis on retirement plan consulting.

Irvin Starr is the sole advisor at River Investment Corp, an independent firm based in Princeton, NJ. He holds a Series 63 designation and has 33 years of industry experience, having been with River Investment Corp since 1989. Outside of his advisory role, he serves as an officer of Piedmont Company, Inc., a non-investment-related holding company. River Investment Corporation primarily serves private investment funds and occasionally individual and high-net-worth investors. The firm manages assets according to fund offering memoranda, employing technical and cyclical analysis alongside broker research, and distinguishes itself through its focus on private fund advisory, performance-based compensation, and formal fund governance practices.

Thomas Makowsky is the sole advisor at TCM Investment Management in Lawrence, NJ. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Whole Foods and CIM Securities, LLC. TCM Investment Management is a single-advisor registered investment adviser serving individual clients with discretionary portfolio management and ongoing financial consulting through a subscription model. The firm focuses on fundamental analysis with a primarily long-term holding strategy using equities, ETFs, mutual funds, and fixed-income securities.

Shikha Mittra is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at RetireSmart Consulting, LLC in Princeton, NJ. She has led RetireSmart Consulting since 2008. Outside of her advisory role, she holds a vice president position at ASNA Worldwide Group, a non-investment related business. RetireSmart Consulting, LLC is an independent investment adviser providing portfolio management and financial planning services to individuals, as well as pension consulting for plan sponsors. The firm also offers educational seminars and workshops to enhance financial literacy among clients and plan participants.

Keka Rath is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 65 license, with 20 years of experience in the financial industry. She has worked at Global Investment Management, LLC since 2005 and has been with NextGen Wealth Counselors Limited Liability Company since 2015. NextGen Wealth Counselors LLC provides discretionary portfolio management, financial planning, third-party adviser selection, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of charting, fundamental, technical, quantitative analysis, and modern portfolio theory, utilizing both long- and short-term strategies and alternative investments, while typically managing accounts on a discretionary basis.

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.

Sweta Bhargav is a CFP® and CFA® credentialed financial advisor with seven years of industry experience. She has worked at Merrill Lynch and currently operates Adviso Wealth LLC, an independent firm based in Princeton, NJ. Adviso Wealth provides financial planning and portfolio management to individuals and retirement plan consulting for employer plan sponsors. The firm’s investment approach is based on Modern Portfolio Theory, utilizing primarily passive investments such as index mutual funds and ETFs to create diversified portfolios.

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.

Lisa Jantorno is a CFP® with 21 years of industry experience and the principal of Jantorno Financial Advisors, LLC, an independent firm she has led since 2004. She also owns and serves as an officer of a residential home building business, where she performs bookkeeping duties. Jantorno Financial Advisors provides personalized financial planning and investment advisory services to individuals, trusts, estates, and charitable organizations. The firm employs a longer-term buy-and-hold investment approach with portfolio diversification based on Modern Portfolio Theory and conducts account reviews on a periodic basis.

Gerald Odening is a financial advisor at Gro Capital, LLC with 21 years of industry experience. He holds a Series 63 designation and has been with Gro Capital since 2003. Gro Capital, LLC provides personalized portfolio management and investment advice to high net worth individuals and trusts, focusing on a fundamentally driven, valuation-focused approach. The firm emphasizes small- and mid-cap equities, particularly in education and business services, and manages accounts with a concentrated, sector-oriented strategy.

Jay Brennan is a CFP® professional with 23 years of industry experience. He has been the sole advisor at Brennan Financial Group, LLC since its founding in 2001 in Princeton, NJ. Brennan Financial Group, LLC provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses. The firm combines ongoing tax preparation and bookkeeping services with fee-only advisory engagements, focusing on long-term, asset-allocation driven portfolios managed primarily on a non-discretionary basis.