Leodegario Camacho is a financial advisor with Camacho Capital Planning Advisors LLC, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including 21 years at TFS Securities Inc. and ongoing partnership in the accounting firm Camacho & Camacho, LLP. Camacho Capital Planning Advisors provides portfolio management and financial planning services to individuals, retirement plans, charitable organizations, and business entities. The firm employs a modern portfolio theory approach with primarily non-discretionary advisory services and tailors investment strategies through documented Investment Policy Statements.

Mohit Desai is a CFP®-certified financial advisor with 15 years of industry experience. He is the principal of MD Wealth Advisors Inc. and also owns MD Tax Advisors, a tax preparation business. His prior experience includes roles at Fidelity, Morgan Stanley, and Strategic Advisers. MD Wealth Advisors Inc. provides holistic wealth planning and investment management to individuals, trusts, estates, charitable organizations, and businesses. The firm offers tailored discretionary portfolios and retirement-plan advisory services, with an affiliated tax-preparation practice as part of its comprehensive approach.

Stephen Corsano is the sole advisor at Freedom Money Management LLC, an independent firm based in Belle Mead, NJ. He holds Series 65 and Series 66 licenses and has 12 years of industry experience, including prior roles at Morgan Stanley and Merrill. Freedom Money Management LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm employs a long-term, fundamentals-based investment approach with strategic and tactical asset allocation, offering both discretionary and largely non-discretionary portfolio management.

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.

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.

Bhushan Bhangale is the principal of Bsquare Investalytix LLC and holds a Series 65 designation with one year of industry experience. He has worked at Cognizant from 2021 to 2024 and BNP Paribas RCC from 2007 to 2020. Outside of his advisory role, he is a managing member of Gill Lane Investment Partners LLC, a passive real estate investment entity. Bsquare Investalytix LLC is a registered investment adviser serving high-net-worth individuals with discretionary portfolio management and a subscription service offering trade recommendations. The firm focuses on equities, ETFs, and equity options using a combination of charting, cyclical, fundamental, and technical analysis.

Srikanth Nagarajan is the principal advisor at Berunda Capital Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and is also the CEO of Valan Global Solutions, a firm providing data analytics and investment research support. Nagarajan has worked at Berunda Capital Management since 2018 and has been with Valan Global Solutions since 2012. Berunda Capital Management offers discretionary portfolio management and advisory services mainly to individual and high-net-worth clients. The firm employs a research-driven approach to security selection and portfolio construction, supported by an affiliated research company, and emphasizes client communication through periodicals and educational programs.

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® and holds a Series 65 license with 16 years of experience in the financial services industry. He is the president and investment adviser representative of LBT Wealth Management, LLC, an independent firm he has been associated with since 2011. Prior to this, he worked at Freeman Capital Advisors, LLC from 2019 to 2023 and Wealth More Enterprise, Inc. starting in 2024. LBT Wealth Management primarily serves individual clients through discretionary portfolio management and financial planning, employing a combination of charting, fundamental, technical, and cyclical analysis to manage portfolios. The firm uses advanced trading strategies and held-away order management systems uncommon for a firm of its size.

Gerald Odening is the sole advisor at GRO Capital, LLC, an independent firm based in Princeton, NJ. He holds a Series 63 designation and has 22 years of industry experience. Odening has been with GRO Capital since its founding in 2003. GRO Capital provides personalized portfolio management and investment advice to high net worth individuals and trusts, managing approximately $11.8 million in discretionary assets. The firm’s investment approach is fundamentally driven and valuation-focused, emphasizing small- and mid-cap equities in education and business services for long-term capital appreciation.

Christopher Colyer is a financial advisor at CMC Wealth LLC with five years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to founding CMC Wealth LLC in 2025, he worked at EisnerAmper Wealth Management & Corporate Benefits, LLC, Eisner Advisory Group LLC, and Wiss Private Client Advisors, LLC. He is also an accountant and owner of CMC Advisors LLC and operates as an independent licensed insurance agent. CMC Wealth LLC provides portfolio management services to individuals and high-net-worth clients, focusing on fundamental analysis and a long-term trading approach. The firm requires client approval for investment decisions and offers regular portfolio monitoring and reporting.

Frank Ramson is the principal of Frank Ramson, LLC and holds a Series 65 designation with 16 years of industry experience. He previously operated Bedford Tax Services, LLC, a tax advisory firm, where he served as a CPA and tax advisor. Frank Ramson, LLC provides discretionary portfolio management to individual investors, including both modest portfolios and high-net-worth individuals. The firm’s investment approach combines fundamental valuation analysis with technical analysis for trade timing and uses covered-call writing as a conservative income strategy.

Jay Patadia is a financial advisor with Veritas FINPRO Advisor, holding the PFS™ designation and one year of industry experience. He has worked at Veritas FINPRO Advisor since 2026 and previously at Hornor, Townsend, & Kent LLC. Outside of his advisory role, Patadia provides tax preparation services through his own practice, Veritas Planning Advisors. Veritas FINPRO Advisor offers investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as retirement-plan consulting. The firm uses a combination of passive and active strategies and asset-allocation principles, managing discretionary accounts and recommending model portfolios or outside managers when appropriate.

Jay Brennan is a CFP® professional with 23 years of industry experience. He has been the sole advisor at Brennan Financial Group, LLC since its founding in 2001 in Princeton, NJ. Brennan Financial Group, LLC provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses. The firm combines ongoing tax preparation and bookkeeping services with fee-only advisory engagements, focusing on long-term, asset-allocation driven portfolios managed primarily on a non-discretionary basis.

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