Denny Frasiolas is a financial advisor at Retirement Income Advisory Group LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including Retirement Income Advisors, LLC and USA Financial Securities Corporation. Outside of advisory work, he owns an insurance agency focused on Medicare plans and employee benefits and is an author of financial books. Retirement Income Advisory Group LLC is an independent, fee-based advisory firm serving individuals and high-net-worth clients with discretionary asset management and modular financial planning. The firm also offers educational seminars and engages institutional sub-advisors while providing business exit planning and other business-related services.

Roman Mordkovich is the sole advisor at Mordkovich Capital, LLC, an independent firm based in Westfield, NJ. He holds the CFA® designation and has 12 years of industry experience, having founded Mordkovich Capital in 2013. Mordkovich Capital serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis to implement diversified portfolios and employs both traditional and higher-risk trading strategies, including performance-based fee arrangements for qualified investors.

Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.

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.

Ryan Volpe is a CFA® charterholder with seven years of industry experience. He founded Volpe Investments LLC in 2025 after working at LPL Financial LLC, Edward Jones, Foresters Financial, and TIAA. Volpe Investments LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and business entities. The firm employs a multi-disciplinary investment approach incorporating various analytical techniques and supports both long- and short-term trading strategies, including the use of complex trading tools.

Dimitry Nakhla is a financial advisor with Babylon Capital in Morganville, NJ. He holds a Series 65 designation and has eight years of industry experience. He has been with Babylon Capital since 2017 and has also been engaged in academic pursuits since 2016. Babylon Capital is an independent investment adviser serving individuals and high-net-worth clients with tailored portfolio management across various asset classes. The firm employs a quantitative, algorithm-driven stock selection process combined with fundamental, cyclical, technical, and charting analysis to identify undervalued, high-quality businesses for long-term holdings. It also publishes educational newsletters on topics such as business quality and behavioral finance.

Daniel Khalilov is a Series 65-licensed financial advisor with four years of industry experience. He is the sole advisor at The True Prophets LLC and has worked at the NYC Office of the Actuary since 2016. The True Prophets LLC offers discretionary and model-based portfolio management, financial planning, consulting, and educational workshops to a diverse client base that includes institutional investors, sovereign wealth funds, and high-net-worth individuals. The firm employs a quantitative, automated investment approach featuring machine-learning models and market-timing strategies, including daily rebalancing and overnight trading algorithms.

James Leo is the principal and sole advisor at Leo Wealth Management, LLC, with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Portfolios Financial Services and LPL Financial. In addition to his advisory role, he is a licensed insurance agent involved in selling fixed annuities, life, and health insurance. Leo Wealth Management provides discretionary asset management and financial planning for individuals, high-net-worth clients, IRAs, trusts, estates, and business entities. The firm offers portfolio construction and ongoing management across multiple asset classes, employing tactical and technical analysis with active rebalancing, cash management, and tax-loss harvesting strategies.

Zaim Hajdari is the owner and financial advisor of The Hajdari Group, LLC with 19 years of industry experience. He previously worked at Ni Advisors Inc. and Raymond James Financial Services and serves as managing director of the Hajdari Family Foundation, a private charitable foundation. The Hajdari Group advises a diverse client base including individuals, families, trusts, charitable organizations, retirement plans, and businesses, offering discretionary portfolio management and financial planning services. The firm employs a long-term, fundamental analysis approach and utilizes ETFs, mutual funds, individual securities, private offerings, REITs, and structured notes, sometimes engaging Independent Managers for portfolio implementation.

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.

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.

Michael Keogh is a financial advisor at VCM Wealth Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera and Credit Agricole. Outside of his advisory role, Keogh owns and operates a fitness center, The Max Challenge, in Red Bank, NJ, and is a silent investor in a restaurant business. VCM Wealth Advisors provides discretionary portfolio management and advisory services to individual and high-net-worth clients, employing both fundamental and technical analysis across a range of investment vehicles. The firm focuses on personalized investment strategies, often documented in investment policy statements, and may utilize third-party advisers to manage portions of client assets.

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.

Joseph Chuisano is a CFP® professional with 21 years of experience, operating as the sole advisor at Chuisano and Albert, L.L.C. in Old Bridge, NJ. The firm provides customized financial planning and investment advisory services to individuals and families, managing approximately $15 million across 37 client relationships. Chuisano and Albert offers tailored portfolios primarily composed of mutual funds and individual stocks, emphasizing asset allocation over market timing. All accounts are managed on a non-discretionary basis with client approval required before trades, and the firm operates on a fee-only structure without accepting third-party compensation.

Mohit Desai is a CFP® professional with 15 years of industry experience, currently operating MD Wealth Advisors Inc in Cranford, NJ. His career includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Strategic Advisers. In addition to his advisory work, he owns and manages MD Tax Advisors, a tax preparation business. MD Wealth Advisors Inc. provides holistic wealth planning and investment management services to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored discretionary portfolios, integrates tax and cash-flow considerations, and offers pension plan advisory and trustee services, with ongoing account reviews and support for employer clients.

Yassir Samra is a financial advisor at Skyy Financial Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has maintained an academic appointment at Manhattan College since 2005. Skyy Financial Group provides investment advice and portfolio management to individuals, investment clubs, partnerships, and business accounts, along with educational services such as tutoring, seminars, and a subscription trading service. The firm’s investment approach integrates technical and value analysis with macroeconomic research and uses a variety of trading strategies tailored to clients’ cash flow and risk profiles.

Mujibun Khan is the sole advisor at IEM Asset Management, LLC, an independent firm based in Red Bank, NJ. He holds the Series 66 designation and has 22 years of industry experience, including over 20 years with IEM Asset Management. Khan has an ongoing involvement in energy-efficiency research and development outside of his advisory role. IEM Asset Management serves individual clients, including some high-net-worth households, with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs an active, research-driven investment approach that combines fundamental, technical, quantitative, and cyclical analysis, offering diversified allocations across multiple asset classes and customized portfolio management.

James Parris is a financial advisor at Ivory Wealth Management Inc. with 4 years of industry experience. He holds the Series 66 designation and has worked at Ivory Wealth Management since 2014. Outside of his advisory role, he has been involved with the Syosset Soccer Club since 2006, coaching and training youth soccer. Ivory Wealth Management provides portfolio management and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm emphasizes a fiduciary standard and employs a range of analytical methods, offering primarily non-discretionary management alongside insurance and annuity advisory services.

Ronald Palastro is a financial advisor at Cobblestone Wealth Advisors with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cobblestone Wealth Advisors since 1998, with prior experience at Triad Advisors, Inc. and OSAIC. In addition to his advisory role, he is involved in insurance brokerage. Cobblestone Wealth Advisors provides financial planning, pension consulting, and adviser selection services to both institutional and individual clients. The firm primarily offers non-discretionary advice by recommending third-party money managers and monitoring their performance, using a mix of technical, fundamental, and cyclical analysis in its investment approach.