Donald Ballai is the principal of South Lane Wealth Management LLC in Ringoes, NJ, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has led South Lane Wealth Management since 2013. Outside of his advisory role, he manages South Lane Advisors LLC, a consulting firm assisting medical groups with business planning and financial matters, and is involved with Life's Essential Documents LLC and Apptitude LLC, companies focused on medical legal forms and healthcare applications respectively. South Lane Wealth Management LLC offers fee-based wealth and portfolio management services for individuals and small businesses, including pension consulting and 401(k) plan sponsorship. The firm employs a documented investment policy, discretionary management, and a combination of analytical strategies across various asset classes, while also providing institutional-type services such as monitoring pension plans and recommending plan service providers.

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.

Timothy Vickrey III is a financial advisor at Bucks Capital Advisers with a Series 65 credential and one year of industry experience. His prior work includes roles at Michigan State University, Andersen Tax, LLC, and various other organizations. Bucks Capital Advisers serves individuals, trusts, pension and profit-sharing plans, non-profits, corporations, and private fund investors. The firm employs a tailored investment process using a variety of securities and analysis methods, combining portfolio management with financial planning and offering access to private funds.

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.

Andrew Gregory is the principal advisor at Gregory Financial LLC in Doylestown, PA. He holds the CFA® designation and Series 63 license and has six years of industry experience, including prior roles at Google, Oxygen, Mambu, Inc., and Synctera. Outside of his advisory work, he is involved in strategic partnerships through Google. Gregory Financial LLC offers financial planning and consulting services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm provides tailored financial plans and consultations without managing investment accounts, emphasizing fee arrangements based on fixed, hourly, or periodic fees rather than asset-based charges.

Mario Pelosi is the sole advisor at Time Investments, LLC, an independent investment advisory firm based in Huntingdon Valley, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Mr. Pelosi has managed Time Investments since 2007. Time Investments, LLC specializes in personalized investment advisory and asset management services primarily for federally insured credit unions and small-business 401(k) plans. The firm operates on a non-discretionary, consultative basis and coordinates with third-party administrators and institutional custodians.

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.

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.

Eugene Kuntorovsky is a financial advisor at Isakov Planning Group Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Aflac from 2005 to 2017. Isakov Planning Group Inc. provides financial planning, wealth management, family office services, and pension consulting to individuals, families, businesses, and pension/trust clients. The firm primarily employs an ETF-based, longer-term investment approach and manages both discretionary and non-discretionary assets.

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.

Stephen Peiffer is the principal advisor at SP Wealth Planning, an independent firm based in Churchville, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including eight years at VOYA Financial Advisors. Prior to founding SP Wealth Planning in 2022, he also worked as a caregiver for one year. Although he is a licensed insurance agent, he no longer sells insurance products or maintains affiliations with insurance companies. SP Wealth Planning is a fee-only, state-registered investment adviser serving individual clients and plan sponsors with wealth management, investment management, financial planning, and held-away account advice. The firm operates as a single-advisor practice, providing non-discretionary investment management and retirement plan consulting, and combines passive and active strategies within individualized portfolios.

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.

Kimberly Black is a financial advisor at Greythorne Advisors LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services LLC, Edward Jones, and American Portfolios Financial Services, Inc. Greythorne Advisors is a single-advisor registered investment adviser serving individual and high-net-worth clients with ongoing portfolio management and financial planning. The firm employs a combination of fundamental, technical, quantitative, and modern portfolio theory approaches and manages client accounts on a non-discretionary basis, allowing clients to retain transaction approval authority.