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.

Kevin Guan is a CFP® with three years of industry experience, currently serving as the principal advisor at Royal Treasure Advisory LLC in New York, NY. His prior roles include positions at Aurfy Equity Asset Management LLC and Beta International (USA) Corp. Outside of financial advising, he is involved as a salesperson in residential real estate and owns a firm providing individual tax filing services. Royal Treasure Advisory LLC offers portfolio management and investment advice primarily to individual and high-net-worth clients, focusing on customized investment policy statements and non-discretionary portfolio oversight. The firm employs a combined approach of cyclical, fundamental, modern portfolio theory, and technical analysis with a long-term trading orientation.

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.

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.

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.

Wayne George is a financial advisor at Nuvern Wealth Advisors LLC in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. He has been associated with George Capital Advisors LLC since 2016, accumulating ten years of work experience there. Nuvern Wealth Advisors is an independent firm serving primarily individual clients as well as business and other legal entities. The firm offers comprehensive financial planning and investment advisory services, constructing customized portfolios using a combination of equities, fixed income, and other investments while operating on a non-discretionary basis with ongoing account monitoring and quarterly reviews.

Anthony Pranzo is a financial advisor at New York Financial AVP, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and is also licensed as a New York state insurance agent for life, accident, and health insurance. He has been with New York Financial AVP, LLC since 2013. New York Financial AVP, LLC provides advice-only financial consulting to a diverse client base, including high-net-worth individuals, institutional investors, and pension plans. The firm focuses on portfolio assessments, adviser selection and oversight, retirement and cash-flow advising, estate coordination, and investment education, delivering services remotely without discretionary management or custody of assets.

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.

Aquiles Larrea is the principal of Larrea Wealth Management in New York, NY, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and SSN Advisory Inc. Larrea is also an author and provides coaching and consulting services based on over two decades of entrepreneurial experience. Larrea Wealth Management is a state-registered advisory firm serving individuals, corporate pension and profit-sharing plans, charitable institutions, and small businesses. The firm offers financial planning, portfolio reviews, and investment advice, and operates a membership website providing retirement-planning guidance for 401(k) participants.

Cheng Kou is a financial advisor at Time Investment Advisers with a Series 65 credential and two years of industry experience. Prior to joining the firm, he worked for ten years at Verisk Data Analytics. Time Investment Advisers provides portfolio management, financial planning, and advisory services tailored to individuals, families, trusts, estates, and small businesses. The firm integrates fundamental and technical analysis in its investment approach and offers both long-term portfolio management and short-term trading strategies, including option strategies.

Stuart Ruff is the principal and sole advisor at Ruff Choices, an independent registered investment adviser based in Cranford, NJ. He holds the Series 66 designation and has 22 years of industry experience, founding Ruff Choices in 1999. Ruff Choices provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, as well as charitable organizations and certain institutional clients. The firm employs a range of investment strategies including equities, ETFs, and mutual funds, and incorporates the use of margin, short sales, and options for separately managed accounts.

Michael Maye is a CFP®, PFS™, and Series 65-licensed financial advisor with 20 years of industry experience. He has been the principal of MJM Financial Advisors, LLC in Gillette, NJ since 2005. Outside of his advisory work, he conducts educational seminars and workshops for community groups, including seniors, women's groups, and university events. MJM Financial Advisors serves individual investors and their families, including high-net-worth clients, advising approximately 27 family groups with around $42 million in assets under management. The firm provides financial planning, discretionary and non-discretionary investment management, and integrated wealth management that includes retirement, estate, tax planning, and business consulting. Its investment approach combines institutional-style no-load mutual funds, ETFs, and ETNs with a strategic asset allocation process, emphasizing a passive core and selective active allocations, alongside tax-sensitive implementation. The firm also offers tax planning and preparation services through its CPA affiliation.

Robert Bonavito is a financial advisor at The Financial Planning Group, Inc. in Scotch Plains, NJ, holding the PFS™ designation with 19 years of industry experience. He has been with The Financial Planning Group since 1995. The firm provides comprehensive financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Their approach includes tailored portfolio construction based on suitability assessments and combines fundamental, technical, and cyclical analysis in security selection.

Marcantonio Antamoro is a financial advisor with Alpha, holding the Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Alpha RIA LLC since 2021 and previously spent five years at Hilbert 8, LLC. Alpha is an independent, fee-only registered investment adviser that provides personalized separately managed account portfolio management primarily to high-net-worth and ultra-high-net-worth individuals and their families. The firm employs a top-down macroeconomic approach combined with quantitative portfolio construction and behavioral finance, offering diversified, low-turnover allocations across various asset classes.

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.

Mark Painter is a CFA® charterholder with 13 years of industry experience. He has been the sole advisor at Everguide Financial Group, LLC since 2016. Everguide Financial Group provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, and business owners. The firm integrates fundamental and technical analysis with model portfolios and ongoing monitoring, managing approximately $45 million in discretionary assets as a single-advisor practice.

Sunsierre Atkinson is a CFP® professional with two years of industry experience, currently affiliated with Team Financial Planning in Union, NJ. Prior to this, Atkinson worked at DTCC from 2015 to 2021 and is the founder of Teach Everyone About Money LLC, a coaching and teaching business. Team Financial Planning is an independent, fee-only registered investment adviser serving primarily individual clients as well as employer plan sponsors and other organizations. The firm provides discretionary portfolio management and financial planning, employing a blend of passive and active strategies alongside fundamental, technical, and cyclical analysis, with options for socially responsible investing upon client request.

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.