Wesley English is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry. He currently leads Vault Private Wealth LLC, an independent firm he joined in 2024 after seven years at BlackRock and five years at Merrill Lynch. Vault Private Wealth LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporate or institutional accounts. The firm combines fundamental, technical, and cyclical analysis to manage discretionary, asset-allocation-driven portfolios using both passive and active strategies, with attention to tax and liquidity considerations.

Sanjiv Jhaveri is the principal of SJ Capital Management LLC and holds the CFA® designation and Series 63 license, with 15 years of industry experience. He has led SJ Capital Management since 2010. SJ Capital Management LLC provides discretionary portfolio management and hourly financial planning to individuals, including high-net-worth clients, as well as corporate entities. The firm combines fundamental, technical, charting, and cyclical analysis in its investment approach and serves a mix of individual and institutional clients with a defined menu of public and alternative instruments.

Jeffrey Gross is the sole advisor at 1-800-401K Plan.com, LLC, an independent registered investment adviser based in Lawrenceville, NJ. He holds Series 63 and Series 65 designations and has 21 years of industry experience, having been with his current firm since 2005. 1-800-401K Plan.com, LLC provides discretionary and non-discretionary investment advisory services, retirement planning, and financial consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes 401(k), 403(b), and 457 plan management and consulting, using a quantitatively scored questionnaire and disciplined interview process to determine portfolio style and risk tolerance, with portfolios typically allocated to mutual funds and occasional individual securities.

Sharif Muhammad is a CFP® and PFS™ with 16 years of industry experience, currently serving as an advisor at Unlimited Capital Advisors LLC. He has held roles at AXA Advisors, Equitable Advisors, and leads several affiliated firms including JMG CPAs & Advisors LLC and Unlimited Risk Advisors LLC. Muhammad is also an Associate Professor of Taxation and Estate Planning at New York University’s Master of Financial Planning program and serves on the finance committee of St. Benedict's Preparatory School. Unlimited Capital Advisors LLC provides investment management, financial planning, and related advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers a multi-dimensional investment process that incorporates risk management and expense control, supported by affiliated accounting and insurance businesses to coordinate tax and insurance matters alongside advisory services.

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.

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. He has led Freedom Money Management since 2015. Freedom Money Management LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm employs a long-term, fundamentals-based investment approach with strategic and tactical asset allocation, often managing client 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, holding Series 65 and Series 63 designations with one year of industry experience. Prior to founding TCM, he worked at CIM Securities and Whole Foods. Outside of his advisory role, he has been involved with local community organizations including the Scotch Plains YMCA. TCM Investment Management is an independent registered investment adviser serving individual clients through discretionary portfolio management and a financial consulting subscription. The firm focuses on fundamental analysis for security selection and employs a long-term holding strategy while accommodating client-directed short-term trades.

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®) 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.

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.

David Tobin is the sole advisor at Tobin Investment Planning LLC, an independent firm based in Yardley, PA. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Tobin has managed his own advisory practice since 2014. Tobin Investment Planning LLC provides discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party money managers for individuals, trusts, partnerships, and charitable organizations. The firm primarily allocates assets to mutual funds and ETFs, applying Modern Portfolio Theory and a mix of long- and short-term strategies, and manages approximately $35 million for about 22 clients.