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.

Neil Grossman is a financial advisor at Indfin LLC with 22 years of industry experience. He holds the CFP® designation and Series 65 license. In addition to his work at Indfin, he is the managing member of GB Associates, LLC, a registered municipal advisor providing financial analysis and advisory services to municipalities, public agencies, and private corporations. He is also a licensed insurance agent. Indfin LLC provides discretionary and non-discretionary investment management, comprehensive financial planning, and advisory consulting to individuals, high-net-worth clients, and corporate clients. The firm manages about 55 accounts with approximately $128 million in assets, utilizing target asset allocations across individual securities, ETFs, and mutual funds, with risk management strategies including periodic rebalancing and stop-loss orders.

Michael Pierce is the sole advisor at 65 and Sunny! Registered Investment Advisors, LLC in Bedminster, NJ, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has led 65 and Sunny! since its founding in 2013. In addition to his advisory work, Pierce is also licensed as an insurance agent specializing in life, health, and fixed annuities, integrating risk management techniques into his financial planning. 65 and Sunny! provides retirement-focused financial planning and portfolio management to individuals, trusts, non-profit organizations, and pension plans, with particular emphasis on federal and civilian employees and Medicare-related planning. The firm employs a conservative investment approach centered on capital preservation, using specialized software and risk analysis tools, and offers a hybrid fee model that includes commissionable products.

Edward Dove is the president of ESD Advisory Services Inc, an independent registered investment adviser. He holds a Series 63 designation and has 12 years of industry experience. He has been associated with ESD Advisory Services since 1982 and Lincoln Financial Advisors Corporation since 1994. In addition to his advisory work, he prepares income tax returns. ESD Advisory Services operates as a solo practice, providing discretionary portfolio management and financial planning to individuals, business owners, trusts, estates, and charitable organizations. The firm manages approximately $42 million, focusing on a small number of larger accounts with an emphasis on long-term, quality-oriented portfolios and careful manager selection.

Mohammad Hosseini Nejad is a financial advisor with Investment Management 911, holding 19 years of industry experience. He has been with Investment Management 911 since 2000 and also has a long tenure with Unilever HPC USA starting in 1989. Investment Management 911 serves individual and business clients by providing discretionary investment management, customized investment policies, periodic rebalancing, and financial planning. The firm focuses on diversified, asset-allocation portfolios using primarily low-cost, no-load mutual funds and ETFs, emphasizing tax-efficient placement and minimizing investment costs.

Cengiz Ozdemir is a financial advisor at Arman James Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Arman James Investments since 2010. Arman James Investments provides customized portfolio management primarily for individual clients, focusing on value-oriented, research-driven investment strategies. The firm emphasizes account accessibility and liquidity, offering concentrated portfolios with active trading and option strategies tailored to client risk profiles.

Rushi Patel is a financial advisor at Fairbridge Capital Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade and Gibbs Wealth Management. Patel also operates a separate insurance business as a licensed insurance producer. Fairbridge Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $15.3 million across 55 client relationships. The firm employs tactical equity strategies focused on thematic and dividend value equities and integrates ongoing supervision and rebalancing based on client-specific investment policies.

Giuseppe Bianco is the principal of Bianco Wealth Advisors LLC and holds Series 63 and Series 65 licenses with 17 years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLife Securities LLC, as well as work with Cornerstone Planning Group, LLC. In addition to his advisory work, he operates an insurance brokerage through Cambium Strategies LLC. Bianco Wealth Advisors LLC provides discretionary asset management and financial planning services primarily to pooled vehicles and institutional clients, while also serving individuals, trusts, small businesses, and estates. The firm employs a blend of fundamental, technical, charting, and cyclical analysis, utilizing mutual funds, ETFs, fixed income, and options strategies, with portfolio reviews conducted at least quarterly.

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.

John Coumarianos is the principal of Mindful Advisory, LLC, an independent investment advisory firm. He holds Series 63 and Series 65 designations and has 11 years of industry experience, including roles at CityWire USA and Dow Jones. In addition to his advisory work, he serves as a writer and editor for CityWire USA, contributing approximately 20 hours per month. Mindful Advisory, LLC provides fee-only investment advisory services to individuals, high-net-worth clients, retirement plans, and other entities. The firm employs a valuation-driven investment approach, managing portfolios with a focus on both fixed income and flexible long-duration assets, and occasionally uses short-term trading strategies tailored to client objectives.

David Dowd is a CFP® professional with 16 years of experience in financial planning. He has operated Dowd Financial Planning since 2009 in Montclair, NJ. Dowd Financial Planning is an independent, fee-only firm providing comprehensive financial planning to individuals and families through annual retainers, project retainers, and shorter Financial Fitness Reviews. The firm offers non-discretionary, tailored recommendations focused on tax-aware investment strategies and integrated financial and tax planning without managing client assets directly.

Giovanni Gambino is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Inner Circle Platinum Advisors LLC since 2011. He also operates a separate tax preparation and planning business, where he serves as president and sole owner. Inner Circle Platinum Advisors provides financial planning and investment advice to individuals, businesses, charities, and small pension plans, focusing on a conservative, advice-driven approach that emphasizes mutual funds and broad asset-class guidance. The firm offers hourly consulting and fixed-fee subscription arrangements, with clients implementing recommendations themselves rather than granting trading discretion or custody.

Kyle Wright is the principal of Wright Financial Advisory LLC in West Orange, NJ. He holds a Series 65 credential and has prior work experience at Brilliant Earth. Wright Financial Advisory LLC is an independent, fee-only firm offering comprehensive financial planning and investment consultation to individuals and small businesses. The firm provides advice on a non-discretionary basis without managing client assets, using fundamental and macroeconomic analysis delivered through various engagement models including hourly consulting and subscription services.

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.

Daniel Simonds is the principal and sole adviser at Contrary Investment Advisors with 30 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Simonds previously worked at Grove Point Investments, LLC for 29 years before founding Contrary Investment Advisors in 2010. He has also been involved in employee benefits and insurance sales since 1990. Contrary Investment Advisors is an independent, single-adviser firm serving individuals, high-net-worth clients, trusts, charitable organizations, and employer-sponsored retirement plans. The firm offers pension consulting, discretionary asset management, a Capital Group Direct‑at‑Fund mutual fund service, and financial planning, emphasizing fundamental analysis and client-specific investment policies.

Scott Doyle is a financial advisor at Horicon Wealth Management with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of finance, he works as a bartender with Dehart Associates LLC. Horicon Wealth Management is a fee-only, SEC-registered investment adviser that primarily serves employer-sponsored retirement plans and also offers financial planning and wealth management services for individuals. The firm integrates goals-based planning with modern portfolio theory and provides pension consulting and ERISA 3(38) investment management services.

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.

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.

Desi Dimaio is a CFP® with 10 years of industry experience. He is currently with Dimaio Private Wealth, LLC and has previously worked at Alliance Wealth Management Group, LLC and Bleakley Financial Group, LLC. Dimaio Private Wealth, LLC provides discretionary wealth management and investment advisory services to individuals and high-net-worth clients, offering comprehensive financial planning and individualized portfolio management. The firm constructs portfolios primarily from model allocations using ETFs, individual equities, mutual funds, and bonds, with an emphasis on fundamental analysis and a long-term investment horizon.

Michael Ashton is a CFA® charterholder with 14 years of industry experience. He is the principal advisor at Enduring Investments LLC, an independent firm he has been associated with since 2009, and previously worked at Real Asset Strategies, LLC. Outside of his advisory role, he serves as an external consultant to BAG Corp, assisting with quantitative business issues such as sales targeting and inventory management. Enduring Investments advises individuals, institutional clients, and pooled investment vehicles, providing discretionary portfolio management and licensed access to systematic model portfolios. The firm focuses on inflation-indexed products and employs a variety of securities and techniques to tailor accounts according to client objectives and risk profiles.