Ravi Chahil is a financial advisor at Sabattis Capital with a Series 65 designation and seven years of industry experience. His prior roles include positions at Volaris Capital Management and Citigroup. Sabattis Capital Management LLC offers customized portfolio management through separately managed accounts for individuals, family offices, registered investment advisers, and institutional clients. The firm uses a systematic, rules-based approach incorporating technical, quantitative, and fundamental analysis to implement option-based strategies such as income generation and risk mitigation tailored to each client’s objectives.

David Cooley is a financial advisor at Covered Bridge Financial LLC with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked as an independent insurance agent for 12 years. Covered Bridge Financial LLC provides discretionary investment management and financial planning services primarily to individuals, high-net-worth individuals, and trusts. The firm uses a combination of fundamental and technical analysis with a long-term focus and incorporates a variety of investment instruments, including low-cost mutual funds, ETFs, individual stocks and bonds, as well as more complex strategies when appropriate.

James Walker II is a CFP® and founder of The Financial Forge, LLC in Mendham, NJ. He has three years of experience at UBS, served as a U.S. Army lieutenant colonel before retiring in 2019, and has been a West Point economics professor since 2019. The Financial Forge provides personalized financial planning and education to individuals, families, public-service professionals, small business owners, and medical and legal professionals. The firm focuses on behavioral coaching and scenario-based planning, offering non-discretionary recommendations and services such as tax strategy consultations, retirement planning, and student loan guidance without managing client assets.

Alfred Frank is the sole advisor at Frank Capital Management LLC in Parsippany, NJ, holding a Series 65 credential with 23 years of industry experience. He has led Frank Capital Management since 2009. Outside of financial advising, he is a minority member and associate of Rubin & Frank Marketing LLC, which provides search engine optimization services for e-commerce clients. Frank Capital Management LLC manages discretionary separately managed accounts for individuals and trusts, focusing on fundamental, value-oriented analysis to build concentrated, long-term portfolios primarily of undervalued common stocks listed on the NYSE and NASDAQ. The firm also incorporates options and other derivatives in client accounts for risk management and position adjustments, a practice that is uncommon among independent advisory firms.

Thomas Margaritondo is a financial advisor at Meadowbrook Advisors with five years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and RBC Capital Markets. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. Meadowbrook Advisors provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, non-profit organizations, and retirement plans. The firm manages portfolios using a range of investment vehicles and employs fundamental analysis and Modern Portfolio Theory with a long-term orientation.

Matthew Byrne is a CFP®, CFA®, and PFS™ with 16 years of industry experience. He is the principal of M.K. Byrne & Co. LLC, where he has worked since 2020, following prior roles at Cetera Advisors LLC and his own CPA practice. In addition to his advisory work, he is a licensed insurance agent offering fixed insurance products including life, health, disability, annuities, and long-term care. M.K. Byrne & Co. LLC provides tax planning and compliance, personal financial planning, and investment advisory services to individuals and high-net-worth families. The firm combines investment management with coordinated tax and financial planning, utilizing a tactical asset-allocation approach within a modified Modern Portfolio Theory framework.

Victor Vuskalns is a financial advisor at Tango Capital Management, LLC, holding a Series 63 designation with 27 years of industry experience. He has been with both Auerbach, Pollak & Richardson Inc. and Tango Capital Management since 1999. Tango Capital Management provides discretionary, fee-only investment management to individual and high-net-worth clients, focusing on portfolio construction, monitoring, and rebalancing. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and options, and operates with principal involvement in client accounts at a modest scale.

Darsh Sharma is a financial advisor at WP Asset Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Morgan Stanley and held academic roles at Stevens Institute of Technology and Vellore Institute of Technology. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services for individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm uses a combination of modern portfolio theory and multiple analytical methods, tailoring investment programs through individualized Investment Policy Statements.

Yash Niphadkar is a CFP® with 12 years of industry experience, currently serving at Excel Capital Management Corp since 2021. His prior roles include positions at Lenox Wealth Advisors, First Republic Securities Company, Bank of America, and Merrill Lynch. Excel Capital Management Corp. provides discretionary investment management and financial advice primarily to high-net-worth individuals, trusts, small businesses, and corporations. The firm employs a core-and-satellite investment approach, managing approximately $175 million in client assets with custody held by third-party custodians.

Timothy Starkey is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. He is currently with LiftPoint Family Wealth Advisors, LLC and has prior experience at firms including FortisPath Advisors, NewEdge Advisors, LPL Financial, Morgan Stanley, and Merrill. LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities through a two-advisor team managing approximately $187.7 million in discretionary assets. The firm employs a manager-agnostic approach that includes independent investment managers, ETFs, structured notes, and alternative investments, coordinating planning with clients’ tax, estate, and insurance professionals.

Neil Sacks is a financial advisor at Sacks & Associates, LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Mutual Securities, Inc. from 2015 to 2021. Outside his advisory role, he is involved with Zenith Marketing Group, Inc., an insurance and annuity brokerage firm. Sacks & Associates, LLC provides discretionary and non-discretionary investment management and financial planning services to individual and business clients, including high-net-worth individuals. The firm emphasizes developing written retirement plans through personal meetings and primarily uses long-term investment strategies supported by fundamental, technical, and charting analysis.

Andrew Leicht is the principal advisor at Leicht Financial Planning and Wealth Management in Parsippany, NJ, holding the CFP®, ChFC®, and Series 63 designations with 28 years of industry experience. He has been affiliated with LPL Financial LLC and his own firm since 2014. In addition to his advisory role, he is a licensed producer of long-term care insurance through LTCi Partners. Leicht Financial Planning and Wealth Management serves approximately 190 client relationships, providing discretionary investment management and comprehensive financial planning for individuals, trusts, estates, and various business entities. The firm employs ETF-based model portfolios with tailored adjustments and utilizes a combination of fundamental, technical, and cyclical analysis, alongside tax-loss harvesting strategies, to align portfolios with client objectives.

Fred Busler Jr. is a financial advisor at Augulis Financial Firm, L.L.C. in Warren, New Jersey, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Augulis Financial Firm since 2016. Outside of advising, he is also an insurance agent specializing in fixed insurance sales and works as a tax preparer. Augulis Financial Firm provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm’s goal-driven investment approach incorporates fundamental and technical analysis, tailored asset allocation, and may involve sub-advisors, while also offering educational seminars and comprehensive financial planning.

Ryan Brennan is a Series 65-licensed advisor with McMillan Analysis Corporation, where he has worked since 2005. He has 19 years of industry experience and is based in Randolph, NJ. McMillan Analysis Corporation serves individuals, including high-net-worth clients, as well as banks, investment companies, trusts, and other advisers. The firm specializes in discretionary portfolio management focused on option-based strategies, combining active asset management with a commercial publishing and data business that includes subscription newsletters, seminars, and software products.

Christian Vivas is an advisor at Ronald Gelok & Associates, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at AAG Capital Inc and Ronald Gelok & Associates. Outside of his advisory role, Vivas serves as a group fitness instructor at the Madison YMCA and Meadowlands YMCA. Ronald Gelok & Associates manages approximately $75 million for around 230 clients, including individuals, retirement plans, trusts, and charities. The firm offers financial planning, discretionary investment management, and brokerage and insurance products, using a manager-of-managers approach tailored to client risk tolerance and objectives.

Timothy Harrington is a CFP® with 15 years of industry experience. He has worked at Apella Wealth since 2026 and was previously with Longview Financial Advisors, LLC from 2018 to 2026, and Marin Financial Advisors LLC from 2005 to 2017. Longview Financial Advisors provides investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and institutional ERISA retirement plans. The firm employs a strategic asset allocation based on an evidence-based framework, combining Dimensional Funds Advisors products and passive ETFs with active management where appropriate.

David Spiegel is a CFP® with 31 years of experience in the financial services industry. He is currently with Gci Financial Group, having joined in 2025, and previously worked at Lantern Wealth Advisors, APS Pension and Financial Services, and Axa Advisors. Outside of his advisory role, he acts as a broker offering fixed life and long-term care insurance products and corporate health insurance through several providers. GCI Financial Group manages approximately $145 million for around 130 clients, providing asset management and financial planning services tailored to individuals, trusts, pension plans, and businesses. The firm uses a variety of analytical methods and option-writing strategies, with portfolio supervision that includes quarterly reviews and customized investment restrictions.

Edwin Milner is a financial advisor with Comprehensive Wealth Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior firms include LPL Financial, American Investment Planners, and Signature Securities Group Corp./Signature Bank. He also provides limited services through Comprehensive Wealth Services during a transition to LPL Financial’s RIA platform. Comprehensive Wealth Services, LLC offers fee-based investment advisory and portfolio management primarily for high-net-worth individuals and related entities, focusing on mutual funds and ETFs with discretionary management tailored to client risk tolerance, tax situations, and time horizons. The firm is modest in scale, with four advisors serving a mainly high-net-worth client base.

Blake Parisi is a financial advisor at Parisi Capital with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2020. Prior to his advisory career, he was affiliated with Rutgers University. Parisi Capital provides continuous investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a passive investment approach using index mutual funds and ETFs combined with technical and charting analysis, managing accounts on a discretionary basis with quarterly reviews.

Sara Solano is a financial advisor at LodeStar Advisory Group, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Lotus Learning Group. LodeStar Advisory Group is a fee-only wealth management firm serving individuals, trusts, estates, corporations, and charitable organizations. The firm uses a blend of tailored asset allocation, macroeconomic analysis, and tactical strategies including margin and options for portfolio management.