Abdulaziz Shroff is a financial advisor at SNC Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Anaplan Inc and Verizon. SNC Wealth Management provides customized investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm offers both discretionary and non-discretionary advisory services, with a notable family office offering that includes real estate analysis, insurance review, and estate services.

Zak Shaik is the sole advisor at ARPP with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ing Financial Partners since 2006. Outside of his advisory role, he is a principal in Peploans.com, a commercial real estate and business lending brokerage firm operating nationwide. ARPP LLC dba Sabur Private Wealth Management serves high-income individuals, business owners, professional athletes, executives, and family offices, focusing primarily on advanced tax planning and strategic financial planning. The firm provides non-discretionary investment advisory services and emphasizes coordination with tax and legal professionals while using tax modeling and cash-flow projections to develop tax-focused financial plans.

Jeffrey Stevens is a financial advisor with Preferred Wealth Advisors, LLC in Freehold, NJ, holding Series 63 and Series 65 designations and possessing nine years of industry experience. His career includes roles at Gradient Advisors, LLC and ownership of several related businesses, including Preferred Retirement Strategies, LLC, The Stevens Agency, and Preferred College Funding Strategies. Stevens also operates as an independent insurance agent specializing in fixed insurance products. Preferred Wealth Advisors provides investment management and financial planning services primarily to individual and high-net-worth clients, managing approximately $3.16 million across about two dozen accounts. The firm uses third-party platforms for portfolio management and offers public educational seminars and workshops that provide general financial education rather than personalized advice.

Joseph Rudy is a financial advisor at Onyx Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, Ameriprise Financial Services, and VEA Group LLC. Outside of advising, he works as a financial analyst for Enchante Accessories, a wholesale marketing company. Onyx Wealth Management LLC provides wealth management and financial planning services to individuals, some high-net-worth clients, and small businesses. The firm customizes portfolios based on clients’ objectives, risk tolerance, and tax situations, using diversified ETFs and equities alongside fundamental and technical analysis.

Moshe Sussman is a financial advisor at Fortune Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has been with Fortune Capital Management since 2019. Outside of his advisory role, he is the Chief Strategy Officer and an equity stakeholder at a tech startup called FirmVO. Fortune Capital Management provides portfolio management and investment consulting to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm’s investment approach integrates charting, fundamental and technical analysis, focusing primarily on equities and ETFs, and employs options strategies, short sales, and margin trading as appropriate.

Jiayi Li is a CFA® charterholder and the sole advisor at iEngage Asset Management LLC in Princeton, NJ, with seven years of industry experience. Prior to founding iEngage Asset Management in 2018, Li worked at Access Pointe LLC for eleven years. iEngage Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, foundations, and businesses. The firm uses a combination of modern portfolio theory and fundamental and cyclical analysis to pursue a primarily long-term investment approach, supplemented by tactical short- and intermediate-term trades when appropriate.

Glenn Nevola is the principal of Flight Line Financial, LLC, an independent advisory firm based in Princeton, NJ. He holds a Series 66 designation and has 13 years of experience in the financial industry. In addition to his advisory work, he has been a self-employed insurance agent since 2015 and has a long career as a Continental/United Airlines pilot dating back to 1986. Flight Line Financial serves individual clients, primarily professional airline pilots, by providing financial planning and ongoing consulting. The firm operates as a solo practitioner, does not manage client assets directly, and refers clients to third-party money managers for portfolio management.

Guozheng Tang is a financial advisor with New York Ivy Capital Management LLC, holding a Series 65 designation and three years of industry experience. Prior to founding his firm in 2020, he worked at Ernst & Young LLP for eight years. New York Ivy Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm customizes advice based on each client’s goals and risk tolerance, employing a fundamentally driven investment approach that uses both bottom-up and top-down analysis across a range of asset classes.

Ari Teplitz is a CFP® and ChFC® credentialed advisor with 14 years of industry experience, currently serving as the principal of Teplitz Financial Group LLC. Prior to founding his firm, he worked at American Portfolios Financial Services, Inc. for 10 years and most recently at OSAIC. He holds board roles outside of his advisory work, including Vice President of Youth at the Marlboro Jewish Center and serving on the Board of Trustees and Finance Committee for the Theatre Development Fund. Teplitz Financial Group LLC provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs a modern portfolio theory approach with diversified portfolios, offers both discretionary and non-discretionary management, and acts as a wrap-fee program sponsor managing approximately $132 million in client assets.

Sambasivan Amarnath is a financial advisor at Shri Advisors with 13 years of industry experience. He holds a Series 65 designation and has been with Shri Advisors since 2013. The firm serves individual clients, including both high-net-worth and non-high-net-worth households, managing approximately $101 million in client assets through separately managed accounts and hourly investment consulting. Shri Advisors employs a modern portfolio theory framework with multiple distinct strategies, focusing exclusively on separately managed accounts and operating as a fee-only advisory.

Riddhi Jain is a CFP® professional with three years of industry experience, currently serving at HAPPYRICH Capital. She has held roles at MFA Wealth Inc., MFA Capital Private Ltd., and MFA Consulting Private Limited since 2011. Outside of her advisory duties, she serves as Senior Vice President of Planning at MFA Capital Private Ltd. in India, where she is involved in goal-based investment planning, risk management, tax strategies, and mentoring financial planning team members. HAPPYRICH Capital (MFA Wealth Inc.) provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities. The firm manages approximately $45 million in client assets, emphasizing strategic asset allocation with a combination of passive index funds and tactical active funds, and supports client relationships with documented investment policy statements.

Paul Campadonico is a financial advisor with Varbeco Wealth Management, LLC in Colts Neck, NJ, holding a Series 66 designation and 29 years of industry experience. He has been with Varbeco Wealth Management and affiliated with LPL Financial since 2002. Campadonico is also licensed in non-variable insurance and dedicates part of his work to that area. Varbeco Wealth Management provides financial planning and consulting services to individuals and various institutional clients, focusing on analysis and recommendations rather than discretionary management of client accounts. The firm emphasizes a structured planning process and client education, offering fee arrangements that differ from typical asset-based models.

Patrick Leger is a CFA® charterholder with 20 years of industry experience. He has been with Giverny Capital Advisors since 2009. Outside of his advisory role, he serves on the Finance Committee of The Waldorf School of Princeton and is part owner and CFO of a family food business, First Field LLC. Giverny Capital Advisors provides discretionary investment management to individuals, trusts, and select institutional clients, focusing on concentrated equity portfolios typically containing 20–30 positions. The firm employs a value-investing approach based on fundamental research and manages long-term, low-turnover portfolios with generally limited fixed-income exposure.

Barbara Cavagnaro is a financial advisor at Halberstadt Financial Consultants Inc in Princeton, NJ, holding a Series 65 designation with seven years of industry experience. She has been with Halberstadt Financial Consultants since 2000. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services to individual clients, including both high-net-worth and non-high-net-worth individuals, as well as institutional and business entities. The firm integrates investment, tax, and insurance services, offering a range of strategies and maintaining credentialed professionals to support these capabilities.

Daniel Walter is a CFP® professional with two years of experience at Halberstadt Financial Consultants Inc. He has worked at Halberstadt Financial Consultants since 2023 and has a background in real estate sales with RE/MAX since 2015. Walter is also involved in insurance sales through Halberstadt Insurance Services, LLC. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services to individual and institutional clients. The firm integrates investment advisory with tax preparation and insurance services, serving a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations.

Anil Kothari is a CFA® charterholder with three years of industry experience, currently serving at HAPPYRICH Capital. His prior roles include positions at MFA Wealth Inc., MFA Capital Private Ltd., and MFA Consulting Private Ltd. Outside of his advisory work, he is involved with MFA Capital Private Ltd. in India, where he performs investment research and analysis to support mutual fund distribution. HAPPYRICH Capital provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities. The firm’s investment approach combines strategic asset allocation with passive index funds and ETFs alongside tactical use of actively managed funds.

Nicolas L'ecuyer is a financial advisor at Giverny Capital Advisors with 10 years of industry experience. He holds the Series 65 designation and has been associated with Giverny Capital Inc since 2005. Giverny Capital Advisors provides discretionary investment management on a fee-only basis to individuals, trusts, and institutional entities. The firm manages relatively concentrated equity portfolios using a value-investing approach based on fundamental research and a long-term “Master Portfolio” model customized for each client.

Ronica Sethi is a financial advisor with Global Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. She has held roles at Satva Advisors LLC, where she is the owner, president, and CEO, as well as previous positions at CFO Strategies LLC and Princeton University. Outside of her advisory work, she leads an NJ-registered RIA business, overseeing all aspects of its operations. Global Wealth Management, LLC is an SEC-registered investment adviser managing approximately $245.7 million in client assets with three advisors. The firm serves high-net-worth individuals, family offices, pension plans, trusts, and foundations through discretionary portfolio management, integrated financial planning, and advanced pension consulting, employing customized investment strategies with broad diversification and active oversight.

Anfernee Williams Murden is a financial advisor at Bergamot Asset Management LP with a Series 65 designation and one year of industry experience. Prior to joining Bergamot, he worked in various roles including positions at Stretch Labs, Philadelphia Country Club, Dicks Sporting Goods, and the University of Pittsburgh. Bergamot Asset Management LP provides discretionary and non-discretionary investment management to institutional and high-net-worth clients through pooled private funds and separately managed accounts. The firm combines fundamental research with quantitative tools across public long/short equity and private equity strategies, and manages several niche pooled vehicles despite its small advisory team.

Smara Savoy is a financial advisor at WE Financial Group with a Series 65 credential and one year of industry experience. Prior to joining WE Financial Group, Savoy worked at Oui Financial and was self-employed. Before transitioning to finance, Savoy spent nine years at Nestlé USA. WE Financial Group provides discretionary investment management, financial planning, and estate-planning coordination for individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing both long-term and short-term strategies, including options-based approaches and third-party managers.