Preeti Shah is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. She has been with Enlight Financial LLC since 2016 and previously worked at Woodbury Financial Services, Inc. Shah is also the author and publisher of a spirituality book and founded an online Yellow Pages directory for the Indian community called CopperPages. Additionally, she organizes an entrepreneurial mentorship group through Meetup.com. Enlight Financial LLC is an independent advisory firm that provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages portfolios using a tactical allocation approach that incorporates fundamental and technical analysis across various securities and fixed income instruments.

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.

Sanjiv Jhaveri is the sole advisor at SJ Capital Management LLC, holding the CFA® designation and Series 63 license with 16 years of industry experience. He has managed his independent advisory firm since 2010. SJ Capital Management LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm employs an analytical investment approach that incorporates charting, fundamental, technical, and cyclical analysis across a broad range of investment vehicles.

Dimitry Nakhla is a Series 65-licensed financial advisor with nine years of industry experience, currently serving as the sole advisor at Babylon Capital since 2017. His background includes a period as a student beginning in 2016. Babylon Capital is an independent, state-registered investment adviser that provides tailored portfolio management to individuals and high-net-worth clients, employing a combination of quantitative, algorithm-driven stock selection and fundamental analysis. The firm focuses on companies with strong returns on capital, predictable cash flows, and attractive valuations, managing accounts according to client-established objectives and risk tolerances.

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.

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.

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.

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.

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.

Brian Giesen is a CFA® charterholder with five years of industry experience. He is currently with Atlantica Investment Partners and previously worked at River's Edge Wealth Partners, Invesco, and OppenheimerFunds. Atlantica Investment Partners provides discretionary investment management and modular financial planning services primarily to individuals and high-net-worth clients. The firm constructs portfolios in-house, applying Modern Portfolio Theory alongside fundamental, technical, and cyclical analysis, and manages accounts on a discretionary basis tailored to clients’ goals and risk tolerance.

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.