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.

Anthony Patti is a CFA charterholder and principal of AJ Patti Advisors LLC with two years of industry experience. He previously worked at Credit Suisse for 17 years before founding his independent advisory firm. Patti also serves in an unpaid nonprofit board role. AJ Patti Advisors LLC offers financial and retirement planning, risk management, and portfolio management services to individual and family clients. The firm uses a top-down, allocation-driven investment process focused on agreed-upon asset allocations, risk management, and periodic account reviews, operating as a single-advisor practice without taking custody of client assets or voting proxies.

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.

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.

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.

Dmitriy Dolgin is a financial advisor at Universe, Inc. in Brooklyn, NY, holding a Series 65 designation with five years of industry experience. He has been associated with Universe, Inc. since 1996. Universe, Inc. provides discretionary investment supervisory services to individual clients and ERISA fiduciary investment management and consulting for pension plans and corporate entities. The firm uses a fundamental analysis-based approach supplemented by technical methods, constructing custom portfolios with no-load mutual funds, ETFs, and other securities, serving both individual and institutional 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.

Gary Garland is a financial advisor at Integrated Wealth Solutions, LLC with 10 years of industry experience. He holds the CFP® designation and a Series 65 license. In addition to his advisory work, he is an attorney specializing in estate planning and elder law through his own law practice, Garland Law Offices, P.A. Integrated Wealth Solutions is an independent investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm offers discretionary investment management, financial and business planning, insurance reviews, and free educational workshops, typically utilizing a passive, diversified investment approach tailored to each client’s objectives.

Barry Weiss is a CFA® charterholder and the sole advisor at Live Oak Financial Management in Long Branch, NJ, with 11 years of industry experience. He previously worked at Yorktown Funds for seven years and Kroll Bond Rating Agency for three years. Live Oak Financial Management provides portfolio management and investment advisory services to individuals, small businesses, and non-profit organizations, managing a small client roster with relatively modest minimums. The firm employs a top-down fundamental investment approach combined with technical analysis and focuses on exchange-listed securities without using leverage.

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.

Ryan Seewald is a financial advisor at Bridlewood Private Wealth LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at RBC Capital Markets and Lord, Abbett & Co. LLC. Seewald is also a licensed independent insurance agent. Bridlewood Private Wealth LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individuals, high-net-worth individuals, trusts, small businesses, and estates. The firm’s investment approach integrates fundamental, technical, charting, and cyclical analysis tailored to clients’ goals, time horizons, and risk tolerances.

Jonathan Green is a CFP® professional with 15 years of industry experience. He is currently with Entrepreneur Wealth, which he joined in 2026, and previously worked at Triad Advisors, Inc. and Targeted Financial Services, LLC. Outside of advising, he is involved with entities such as Jobel Management and D.J. Stable, LLC. Entrepreneur Wealth provides preliminary financial planning and consulting services to individuals, families, small businesses, and retirement plans, focusing on general investment concepts and planning considerations. The firm refers clients to unaffiliated Investment Adviser Managers for asset management and does not manage client assets directly.

Douglas Grant is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Grant Asset Management, LLC. Prior to founding his independent firm, he worked at Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and Garden State Securities, Inc. Outside of his advisory role, he manages a baseball equipment manufacturing business and is part owner and manager of a bar in Hoboken, NJ. Grant Asset Management provides tailored financial planning, investment advisory, insurance consulting, and retirement-plan services to individuals, families, trusts, charitable organizations, and small businesses. The firm employs a goal-based approach emphasizing behavioral finance and asset allocation, primarily using exchange-traded funds for tax efficiency and cost considerations.

Mark Rizzotti is a financial advisor at Transparent Wealth Solutions with a Series 65 credential and experience spanning roles at JP Morgan and Seramount. He is also a licensed real estate salesperson affiliated with Green Light Realty and co-founder of an online blog providing market commentary. Transparent Wealth Solutions offers fee-only financial planning, coaching, and advisory services to individuals and families, focusing on comprehensive cash-flow analysis, risk management, and long-term, diversified investment strategies. The firm uses a digital custodian platform and provides scheduled client reviews without taking custody of assets.

David Berkowitz is the sole advisor at Valuealigned Partners and holds Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Savvy since 2026 and previously at ValueAligned Partners, LLC for 24 years. Outside of advisory work, he serves as an accountant and administrator for Berk Capital, LP, an investment-related family partnership he has been involved with since 1995. Valuealigned Partners provides discretionary and non-discretionary investment management and comprehensive financial planning for individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm follows a value-oriented, fundamental analysis investment approach, emphasizing long-term equity holdings and selective use of options, and has experience managing a pooled investment vehicle.

Richard Taborda is a CFP® with 15 years of experience in wealth management and insurance services. He is the president and investment adviser representative of LBT Wealth Management, LLC, where he has worked since 2011. His prior experience includes roles at Freeman Capital Advisors, LLC and Wealth More Enterprise, Inc. LBT Wealth Management, LLC provides investment supervisory and financial planning services to individual clients, preparing tailored Investment Policy Statements and managing portfolios that utilize both long- and short-term trading strategies, including leverage and derivatives. The firm also offers financial planning across insurance, retirement, college, and debt matters, and manages held-away employer retirement plan assets through a third-party system.