Amit Mittal is a Series 65-licensed advisor with AM Wealth Management based in Robbinsville, NJ, and has one year of industry experience. Before entering financial advising, he worked 15 years at Infosys Limited and currently operates A Mittal & Company LLC. AM Wealth Management serves a diverse client base including individuals, high-net-worth households, small businesses, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial and retirement planning, employing a tax-aware investment approach that integrates fundamental, technical, quantitative, and macro analyses.

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.

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.

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.

Sanford Share is the sole advisor at Share and Harris, L.L.C., an independent firm based in East Brunswick, NJ. He holds a career spanning over 22 years in the financial industry and has been with Share and Harris since 1980. Share and Harris provides investment advisory and financial planning services primarily to individual clients, focusing on comprehensive, tailored planning and quantitative analysis. The firm operates from an accounting practice foundation and emphasizes individual portfolio management and planning rather than institutional or fund-based offerings.

Guozheng Tang is a financial advisor at New York Ivy Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young LLP for eight years. New York Ivy Capital Management provides portfolio management and investment advice to a wide range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and various institutional and nonprofit entities. The firm emphasizes fundamental research and a combination of bottom-up and top-down analysis to guide asset allocation and portfolio construction, offering customized investment strategies with ongoing monitoring.

Ari Teplitz is a CFP® and ChFC® with 15 years of experience in financial advisory services. He is the principal of Teplitz Financial Group LLC, an independent firm he has led since 2014. Prior to founding his firm, he worked at American Portfolios Financial Services, Inc. Ari serves as Vice President of Youth at the Marlboro Jewish Center and holds board positions with the Theatre Development Fund. Teplitz Financial Group LLC provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm employs a modern portfolio theory approach with diversified portfolios, offers both discretionary and non-discretionary management, and operates a wrap-fee program while 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.

Stuart Stern is a financial advisor at Stern Capital Management, Inc. with 31 years of industry experience. He has been with Stern Capital Management since 1999. Stern holds Series 63 and Series 65 licenses. Stern Capital Management primarily serves individual clients, including high-net-worth individuals, as well as charitable organizations and plan participants. The firm uses model asset allocation portfolios focused on mutual funds and ETFs, managing accounts on both discretionary and non-discretionary bases.

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.

Brett Igoe is a financial advisor at 360 Degrees Capital Management LLC with eight years of industry experience. He holds a Series 65 designation and has been with the firm since 2016. Prior to his current role, he served on the Long Branch Board of Education for eleven years. 360 Degrees Capital Management LLC provides discretionary portfolio management to individuals and business entities, preparing customized Investment Policy Statements for each client. The firm employs a blend of fundamental, technical, and quantitative analysis along with modern portfolio theory, and includes cryptocurrency as part of its investable asset classes.

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 at Global Wealth Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked at firms including Satva Advisors LLC and CFO Strategies LLC. Outside of her advisory role, she is the Owner and CEO of Satva Advisors, a registered investment adviser. Global Wealth Management oversees approximately $245.7 million in client assets and provides discretionary portfolio management, financial planning, and advanced pension consulting for high-net-worth individuals, family offices, pension plans, trusts, and foundations. The firm emphasizes customized asset allocations with diversified investments and serves both individual and institutional clients.

Susan Mullin is a financial advisor with Nigido Mullin Investment Strategies, LLC, holding a Series 65 credential and over 20 years of industry experience. She has been with Nigido Mullin since 2002 and is also the president of Mullin Marketing Management, Inc., a marketing consulting firm she has led since 1999. Nigido Mullin Investment Strategies, LLC manages discretionary investment portfolios for individuals, trusts, estates, pension plans, and IRAs, focusing on tailored portfolios that align with client objectives and risk tolerances. The firm operates with a three-advisor team, maintains a small client roster, and bases investment decisions on fundamental analysis.

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 Asset Management, he worked at Stretch Labs and Philadelphia Country Club. Bergamot Asset Management provides discretionary investment management and wealth management services to private funds, institutional investors, and individual clients. The firm employs a fundamentally oriented investment process supported by quantitative tools across public long/short equity and private equity strategies, including early-stage private investments, SPACs, digital assets, and ESG-oriented diligence.

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.