Andrew Donoghue is the founder of AMD Wealth Management LLC and holds Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Hornor, Townsend & Kent, LLC and JPMorgan Chase. In addition to his advisory work, he serves as a non-selling registered assistant at Cambridge Financial Group, assisting with insurance and investment business activities. AMD Wealth Management LLC is an independent, fee-only advisory firm serving individuals, including high-net-worth clients. The firm offers comprehensive financial planning and portfolio management, using asset allocation and modern portfolio theory, with a focus on tax efficiency and fundamental analysis.

I'm Rob Tucker, the founder of Tucker Wealth Advisory. I am a CFA® Charterholder. I spent 35 years in financial services after obtaining my MBA in Finance from Wharton. Having transitioned from life in large corporations, I am enjoying this phase of my career and the opportunity to help people chart their financial lives with confidence. I enjoy building relationships and hope that we have an opportunity to work together. Most recently, I have worked at BNY Mellon Wealth Management, JP Morgan and Bank of America/Merrill Lynch. I started my career as an engineer in the energy industry. I've got a quantitative edge. Numbers are important but are only part of the story, and I enjoy making complex topics simple and actionable for my clients. Born and raised in New York City, I have lived in New Jersey for many years where my wife Suzanne and I raised our two lovely daughters and now share our home with our rescue dog named Teddy. I look forward to meeting you and seeing what we can accomplish together. I listen carefully and provide a calm judgement-free environment with a strong quantitative approach. Pricing is flexible, with engagement options including project-based, hourly or on-going. Some of my services are: - Retirement Planning - Tax Planning - Investment advice - Retirement account analysis and strategies - Advice regarding Social Security and Medicare programs - Budgeting and cash management - Insurance reviews and analysis

Charles D'angelo is a CFA® charterholder serving as the sole advisor at Westmount Capital Group LLC with four years of industry experience. His prior work includes roles at Cantex Holdings II, LLC and Alexandria Capital, LLC. In addition to his advisory work, he is involved in a real estate consulting practice. Westmount Capital Group LLC provides investment advisory and wealth management services primarily to high-net-worth individuals, family offices, trusts, and estates. The firm combines fundamental and quantitative analysis to pursue strategies including long-term equity and fixed income investing, tactical asset allocation, and alternative investments, generally managing client accounts on a discretionary basis.

Rajeev Nedunuri is the principal advisor at Lasani Wealth Management and holds a Series 65 designation. He has been active in financial services since 2016, with previous roles including positions at Workspend/Broadridge and IQCIO LLC. Outside of his advisory activities, he maintains a minority ownership in an institutional advisory technology provider and works full time in technology consulting. Lasani Wealth Management is an independent registered investment adviser focused on portfolio management and financial planning for individuals and families. The firm uses a combination of fundamental and technical research, quantitative screening, and AI-assisted tools to create risk-based and customized portfolios, providing ongoing portfolio reviews and detailed written reporting.

Keun Soo Kim is a financial advisor at Klimax Wealth Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Klimax Asset Management, LLC since 2004. Klimax Wealth Management, LLC is an independent, single-advisor registered investment adviser serving individuals, high net worth clients, trusts, charitable organizations, and pension/401(k) plans. The firm provides financial planning and consulting services alongside non-discretionary investment management, with a focus on pension and 401(k) plan consulting in addition to individual portfolio management.

Eric Gabor is a Certified Financial Planner® and holds a Series 66 license. He is the sole advisor at Eagle Grove Advisors LLC, an independent firm based in Westfield, NJ, and has 14 years of industry experience. He has led Eagle Grove Advisors since its founding in 2016. Eagle Grove Advisors serves individual and high-net-worth clients by providing discretionary investment management and various financial planning services. The firm employs a primarily passive investment strategy, using diversified portfolios of index mutual funds and ETFs tailored to clients’ goals and risk tolerances, with regular portfolio reviews and rebalancing as needed.

James Desimone is the sole advisor at Desimone Investments, LLC, holding a Series 65 credential with 14 years of industry experience. He has worked at Desimone Investments since 2011 and previously was employed by Johnson & Johnson from 2007 to 2016. Desimone Investments provides portfolio management and financial planning services to individual, retirement, and trust clients, with a focus on retirement planning and IRA/401(k) rollovers. The firm uses both fundamental and technical analysis to manage portfolios actively and offers discretionary management and modular or comprehensive financial planning.

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.

Jeffery Wimer is the principal of Wimer Investment Management and holds Series 63, 65, and 66 licenses with 27 years of industry experience. He worked at Citigroup Global Markets Inc. for 12 years before founding his independent advisory firm. Wimer Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, managing approximately $85.6 million across about 15 accounts. The firm employs fundamental analysis and modern portfolio theory to construct and monitor portfolios, using strategies that include trading equities, fixed income, mutual funds, ETFs, and options.

David Schram is the sole advisor at Elements 5 Investment Management, LLC, an independent firm based in Bridgewater, NJ. He holds a Series 65 credential and has 12 years of industry experience. In addition to his advisory role since 2013, Mr. Schram has worked part-time as an attorney providing legal counsel to a biotechnology company through Axiom Global, Inc. since 2012. Elements 5 Investment Management offers personalized financial planning, investment management, and consulting services to individuals, families, trusts, estates, family offices, and business owners. The firm emphasizes tailored portfolio construction using quantitative analysis and modern portfolio theory, focusing on volatility reduction and strategic asset allocation.

Umesh Gaur is the principal of Gaur Asset Management, Inc., an independent investment advisory firm based in Somerset, NJ. He holds over 20 years of industry experience and has managed his firm since 1996. Outside of his advisory role, he serves as vice-president and treasurer of a pediatric home nursing business co-managed with his wife. Gaur Asset Management provides personalized portfolio management and financial planning services to individuals, trusts, charitable organizations, non-financial business entities, and retirement plans. The firm focuses on customized, risk/return-optimized asset allocation using primarily mutual funds and exchange-traded funds, managing client accounts mostly on a non-discretionary basis with a small client roster and approximately $45 million in assets under management.

William Battistelli is a financial advisor at Nisonoff & Quadrel Investment Management LLC with five years of industry experience. He holds a Series 65 designation and has served in the US Army ARDEC since 2011. In addition to his advisory role, he is a partner in a life insurance agency. Nisonoff & Quadrel Investment Management LLC provides investment management and financial planning services to individuals, families, corporations, small businesses, and business owners. The firm offers discretionary portfolio management and customized financial planning, with a focus on no-load stocks, bonds, ETFs, and mutual funds, supported by closely affiliated accounting and insurance services.

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.

Sanford Share is a financial advisor with Share and Harris, L.L.C., holding 21 years of industry experience. He has been with Share and Harris LLC since 1980, contributing over four decades to the firm. Share and Harris, originally established as an accounting practice, provides investment advisory and financial planning services primarily to individual clients. The firm emphasizes comprehensive financial-planning engagements, combining tax and planning expertise with a stepwise planning process and personalized portfolio management.

Gene McGovern is the sole advisor at McGovern Financial Advisors, LLC in Westfield, NJ, holding a Series 65 designation with 10 years of industry experience. He has led McGovern Financial Advisors since its founding in 2014. McGovern Financial Advisors provides fee-only, advice-only financial planning and investment advisory services to individuals and high-net-worth households, focusing on retirement income and investment planning. The firm uses a fundamental, long-term buy-and-hold approach emphasizing asset allocation, and operates under flat-fee, retainer, or hourly arrangements without discretionary investment management or custody of client assets.

Ronald Slosberg is a CFP® professional with 18 years of industry experience. He has been the principal advisor at Slosberg Financial Solutions, LLC since 2007. Slosberg Financial Solutions provides personalized financial planning and investment advice to pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, with additional services in retirement, education, tax, and estate planning. The firm uses a strategic asset-allocation approach with global diversification, primarily implementing portfolios through no-load mutual funds and ETFs, and employs a blended compensation model combining hourly and fixed fees with commissions from insurance and annuity sales.

Sagar Bhimavarapu is a CFA charterholder with 27 years of industry experience. He is the principal of Mountain Avenue Capital LLC, an independent advisory firm based in New Providence, NJ. Prior to his current role, he worked at CIBC World Markets Corp and Scotia Capital (USA) Inc. Outside of his advisory work, he serves as Chief Executive Officer of the IIT (BHU) Foundation, Inc., a nonprofit fundraising organization for his alma mater. Mountain Avenue Capital LLC provides discretionary and non-discretionary portfolio management and hourly financial planning primarily to high-net-worth individuals and business entities. The firm uses a combination of fundamental analysis and Modern Portfolio Theory in its investment approach and accepts business entity clients, which is relatively uncommon among independent advisors.

Samia Mahnoor is a financial advisor at United Success Wealth Management with one year of industry experience. She holds a Series 66 designation and previously worked at Spartan Capital Securities, LLC, GroupM/WPP, Xaxis LLC, and OTG Management. United Success Wealth Management provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts and estates, business owners, and corporate entities. The firm uses a combination of fundamental, technical, and macroeconomic analysis alongside Modern Portfolio Theory to build customized portfolios and offers services including discretionary and non-discretionary portfolio management, standalone financial plans, and educational seminars.

Christopher Gula is a CFA® charterholder and a financial advisor with Summit Place Financial Advisors, LLC, where he has worked since 2018. He has five years of industry experience, including prior work at Dream Forward Solutions. Summit Place Financial Advisors provides discretionary, fee-only investment advisory services and financial planning to individuals and high net worth clients. The firm manages approximately $300 million in discretionary assets and employs a portfolio strategy focused on individual equities, fixed income, and select mutual funds and ETFs.

James Lovas is a financial advisor at Xpotential Inc. with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Family First Firm, Friday Engineering, and Synopsys Inc. Xpotential Inc. provides discretionary portfolio management to a range of clients including individuals, trusts, estates, foundations, and small businesses. The firm employs globally diversified portfolios using low-cost index funds and ETFs, combining strategic asset allocation with tactical risk adjustments, and offers specialized services such as Treasury Management and 401(k) plan-level management.