Harold Wachtel is the owner of Wachtel Capital Advisors, LLC and holds a Series 66 designation with 23 years of industry experience. He has worked at Aurora Private Wealth, APW Capital, Inc., and Fortune Financial Services, Inc. prior to founding his advisory firm in 2009. Wachtel Capital Advisors, LLC provides portfolio management and advisory services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and pension or profit-sharing plan clients. The firm uses fundamental analysis and modern portfolio theory to manage discretionary accounts, often employing ETFs, mutual funds, fixed income, equities, and occasionally margin and options strategies.

James Vorchheimer is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Integrated Financial Consulting, LLC. He has been with the firm since 2002. Integrated Financial Consulting provides fee-only financial planning and investment management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, estates, and small businesses. The firm uses a functional asset allocation framework with mutual funds, ETFs, individual securities, and bonds, operating primarily on a non-discretionary basis and offering non-securities advice such as tax and estate planning.

Muthiah Saravanan is a financial advisor with 13 years of industry experience, currently practicing at JSSR Capital LLC. He holds Series 63 and Series 65 licenses and has prior work history with Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and Allstate Insurance Co. JSSR Capital LLC provides discretionary and non-discretionary portfolio management primarily for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, fundamental, and technical analysis to manage investment strategies ranging from long-term holdings to short-term trading, including derivatives, and maintains a small, concentrated client base.

Bruce Julien is the sole advisor at Julien Planning, LLC, an independent firm based in Hackensack, NJ. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, with prior roles at National Wealth Management, LLC, and Julien Financial, LLC. In addition to his advisory work, Julien operates affiliated insurance sales and tax-preparation businesses. Julien Planning, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes fundamental and technical analysis to tailor strategies documented in investment policy statements, manages approximately $37 million in client assets, and engages third-party managers as part of its investment approach.

Marc Shapiro is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Shapiro Asset Management, LLC since 2008, serving clients from Denville, NJ. Shapiro Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers customized, long-term focused portfolios primarily composed of ETFs, individual stocks, and bonds, using fundamental and technical analysis with emphasis on risk management through asset allocation and diversification.

Sean Pullman is a financial advisor at Pullman Wealth in Montclair, NJ, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Glassner Carlton Financial and Wellmont Advisory LLC. Pullman Wealth is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and financial planning services. The firm uses a combination of fundamental and technical analysis within a Modern Portfolio Theory framework to construct portfolios tailored to clients' goals and risk tolerance, offering both discretionary and non-discretionary management alongside formal financial planning.

Jacob Bayer is a financial advisor at Good Luck NY Inc. He holds a Series 66 designation and has experience working since 2023 with firms including LUMINEXT Inc and CETERA Financial Specialists LLC. Prior to his financial advisory roles, he was associated with BNEI YAKOV YOSEF OF MONSEY for nine years. Good Luck NY Inc. provides discretionary and non-discretionary asset management along with financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates fundamental and cyclical analysis as well as Modern Portfolio Theory, tailoring strategies to client goals and risk tolerances.

Richard Berse is a financial advisor at Northstar Financial Advisors, Inc. with 22 years of industry experience. He holds a Series 65 designation and has been the president of Richard E Berse, CPA, PC, a public accounting and tax planning practice, since 1982. Northstar Financial Advisors serves individuals, trusts, and retirement plans by providing discretionary portfolio management and limited financial planning. The firm emphasizes fundamental, value-oriented analysis with a long-term holding discipline and manages approximately $195 million in discretionary assets.

Asta Sanders is the owner and President of Empowered Retirement, Inc. She brings over 25 years of experience in the financial services industry. She received her Bachelor of Science in Economics from Vilnius University in Lithuania and her CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning in Denver, Colorado, in 2001. In addition, she obtained an Enrolled Agent certification in 2020. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. In addition, she obtained a Certified Private Wealth Advisor® (CPWA®) professional certification administered by the Investments and Wealth Institute® and taught at the Yale School of Management. CPWA® professionals must demonstrate at least five years of client-centered experience and spend a material amount of their business hours working directly with high-net-worth clients. Advisors who have earned the CPWA® credentials have the specialized knowledge and skills to guide sophisticated clients through the accumulation, preservation, and distribution of wealth. She is passionate about helping clients bring all the pieces of their financial life together into a single coherent plan and ensure it evolves in tandem with their changing circumstances. She has guided clients through various investment options to help them reach their goals and fulfill their dreams. After completing your initial plan, we'll work closely with you throughout our relationship. Typical areas in which we provide ongoing advice are: • annual portfolio withdrawal strategies • establishing a spending plan • Roth conversions • establishing when to claim Social Security • selecting pension payment types • transferring and/or consolidating investment accounts • reallocating investment portfolios • determining health insurance options • amending insurance coverage • updating estate documents and beneficiary forms • changing income tax withholding elections When Asta is not helping her clients, you will find her hiking, traveling, or spending quality time with her family and friends.

John Eichler is the sole advisor at Omega Strategies LLC, an independent firm, and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at UBS Financial Services and SMBC Nikko Securities America, Inc., and has been lecturing at the Parker College of Business of Georgia Southern University since 2014. His work history also includes time at Montclair Golf Club and a brief period of retirement. Omega Strategies LLC offers discretionary and non-discretionary asset management, financial planning, limited-scope consultations, and project work for individuals and high-net-worth clients. The firm’s approach combines fundamental, technical, charting, and cyclical analyses alongside Modern Portfolio Theory and incorporates options strategies and Sub-Advisors. It also provides a subscription-based newsletter offering market commentary separate from advisory fees.

Brian Deane is a CFP®-certified financial advisor with 12 years of industry experience. He has been the sole advisor at Apostolic Financial Advisors, LLC since 2013. Apostolic Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach, including charting, fundamental, technical, and cyclical analysis, and uses both long-term and active strategies such as short sales, margin transactions, and options writing.

Edward Papier is a financial advisor at Amadeus Wealth Alternatives, Inc. in Hackensack, NJ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been associated with Amadeus Wealth Advisors entities since 2014. Outside of his advisory role, he serves as a CFP at Livingston Wealth Management LLC, a non-investment related activity. Amadeus Wealth Alternatives provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management across public equities, fixed income, and a broad range of alternative investments, with a focus on tailored investment policy statements and a long-term buy-and-hold strategy.

Yaakov Barr Zvulun is the principal of Barr CPA LLC in Ridgewood, NJ, holding the PFS™ designation with 12 years of industry experience. He has been with Barr CPA LLC since 2005, overseeing a firm that provides accounting, tax, and financial planning services. Barr CPA LLC serves individuals, including high-net-worth clients, charities, and business entities, focusing on individualized financial plans, tax planning, business valuation, and forensic accounting. The firm operates on a fee-only basis without custody of client assets or discretionary trading, emphasizing long-term, buy-and-hold investment recommendations and tax-aware planning.

Fiduciary Financial Planner for New Jersey Widows, Special Needs Families, and Inheritances Nicholas J. Scheibner, CFP®, EA For 14 years I’ve worked in the same investment management company. I had become very comfortable with my career, my family, and my life. Then, my father was diagnosed with Pancreatic cancer in January of 2023. He passed away 3 months later. I’ve learned that “Life is short.” I believe that you need to give this life the best chance you have at continued growth and success. Leave nothing on the table. That is why I founded Supportive Financial, LLC. A New Jersey Registered Investment Advisory firm specializing in Annual Tax Advice, Social Security strategies, and Required Minimum Distribution planning. Although I work with many different people, I feel my best work is helping widows, special needs families, and those who have recently lost a parent. Our Investment Philosophy focuses on low expense ratio index funds, tax-efficiency, and purpose-based allocations. My contact information is below: 201-581-0002 (Call or Text) [email protected].  If after our discussion, I am not the right person for you, I will help you find someone who is.

Linda Krayton is the principal advisor at E.C. Krayton Associates, Inc., an independent firm where she has worked since 1993. She has 22 years of industry experience. In addition to her advisory role, she is president of a separate tax preparation business operated part-time by an employee. E.C. Krayton Associates, Inc. provides discretionary portfolio management for individuals, families, trusts, and estates, focusing on long-term, income-oriented investments tailored to client goals and risk tolerance. The firm manages a small client base with portfolios that may include equities, bonds, municipal and U.S. government securities, certificates of deposit, and interests in partnerships such as oil and gas.

Danilo Santiago is a financial advisor at Rational Investment Methodology, holding a Series 65 designation with eight years of industry experience. He has been with Rational Investment Methodology since 2016, where he is the sole advisor. Rational Investment Methodology offers discretionary portfolio management for qualified individual investors, employing predefined risk-profile strategies and proprietary discounted dividend models across select consumer and industrial sectors. The firm uses a rule-based investment approach with algorithmic execution and applies performance-based compensation for qualified clients.

Gary Feldman is the sole advisor at Grand Ridge Capital, LLC, a state-registered independent investment adviser based in Roseland, NJ. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been managing Grand Ridge Capital since 2005. Grand Ridge Capital manages approximately $4.95 million across nine client accounts, serving high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm primarily manages accounts on a non-discretionary basis and employs a range of investment strategies including fundamental research, technical analysis, and allocations to independent managers and alternative investments.

Robert Buonanno is a financial advisor at Genesis Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co. Inc., B. Riley Wealth Advisors, and Merrill. In addition to his advisory role, he is involved with Legacy Trust and Capital Partners in a referral capacity. Genesis Financial Group provides portfolio management and investment analysis to individuals, including high-net-worth clients, and small businesses. The firm employs a model-based investment approach combining quantitative, fundamental, technical, economic, and charting analyses to guide discretionary portfolio decisions.

Rocco Santomenno is the sole advisor at Rocco R. Santomenno, an independent firm based in Fair Lawn, NJ. He holds over 14 years of industry experience and has been practicing as a sole practitioner since 1975. In addition to his advisory work, he serves as president of Gold Ring Investments, Inc., a mortgage placement business. The firm provides discretionary portfolio management focused on publicly traded equities for individuals, trusts, and pension or profit-sharing plans. It emphasizes fundamental equity analysis and manages approximately eighty client accounts with just over $50 million in assets under management.

Ioannis Papatherapontos is a financial advisor with J.Pappas Investments, holding a Series 66 designation and 21 years of industry experience. He has held roles at several affiliated firms, including Pappas Financial Group, First Financial Consultants, and J.Pappas Realty. Outside of his advisory work, he serves as CEO of companies involved in merchant services, energy brokerage, and insurance sales, focusing primarily on sales and business development. J.Pappas Investments provides investment management and financial planning to individuals, small businesses, trusts, and estates. The firm constructs diversified portfolios using a combination of fundamental, technical, and economic analysis, managing accounts largely on a discretionary basis while tailoring advice to client objectives and risk tolerance.