Keun Soo Kim is a financial advisor at Klimax Wealth Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Morgan Stanley DW Inc. before founding Klimax Asset Management, where he has been since 2004. Klimax Wealth Management, LLC is an independent, single-advisor registered investment adviser serving individuals, high net worth clients, trusts, charitable organizations, and pension/401(k) plans. The firm provides financial planning and consulting alongside non-discretionary investment management, focusing on mutual funds, ETFs, and individual stocks.

James Desimone Jr. is the principal of Desimone Investments, LLC, an independent firm based in North Brunswick, NJ. He holds a Series 65 designation and has 15 years of industry experience, all with Desimone Investments since its founding in 2011. Desimone Investments provides portfolio management and financial planning services to individual, retirement, and trust clients, with a focus on retirement planning and IRA/401(k) rollovers. The firm uses both fundamental and technical analysis to actively manage portfolios and offers modular or comprehensive financial planning as part of its service.

Richard Pasiuk is a financial advisor at Duracapital with three years of industry experience. He holds a Series 65 designation and has worked at Duracapital since 2017. Pasiuk also has a long tenure at Con Edison beginning in 2005. Duracapital provides portfolio management and pension consulting services primarily to pension, profit-sharing, and 401(k) plans, as well as to individuals, trusts, estates, and charitable organizations. The firm uses a variety of investment strategies and instruments tailored to clients’ objectives, with a focus on ongoing account monitoring and asset allocation.

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.

David Schram is the sole advisor at Elements 5 Investment Management, LLC, an independent firm based in Bridgewater, NJ. He holds a Series 65 credential and has 12 years of industry experience. In addition to his advisory role since 2013, Mr. Schram has worked part-time as an attorney providing legal counsel to a biotechnology company through Axiom Global, Inc. since 2012. Elements 5 Investment Management offers personalized financial planning, investment management, and consulting services to individuals, families, trusts, estates, family offices, and business owners. The firm emphasizes tailored portfolio construction using quantitative analysis and modern portfolio theory, focusing on volatility reduction and strategic asset allocation.

Umesh Gaur is the principal of Gaur Asset Management, Inc., an independent investment advisory firm based in Somerset, NJ. He holds over 20 years of industry experience and has managed his firm since 1996. Outside of his advisory role, he serves as vice-president and treasurer of a pediatric home nursing business co-managed with his wife. Gaur Asset Management provides personalized portfolio management and financial planning services to individuals, trusts, charitable organizations, non-financial business entities, and retirement plans. The firm focuses on customized, risk/return-optimized asset allocation using primarily mutual funds and exchange-traded funds, managing client accounts mostly on a non-discretionary basis with a small client roster and approximately $45 million in assets under management.

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.

Ronald Slosberg is a CFP® professional with 18 years of industry experience. He has been the principal advisor at Slosberg Financial Solutions, LLC since 2007. Slosberg Financial Solutions provides personalized financial planning and investment advice to pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, with additional services in retirement, education, tax, and estate planning. The firm uses a strategic asset-allocation approach with global diversification, primarily implementing portfolios through no-load mutual funds and ETFs, and employs a blended compensation model combining hourly and fixed fees with commissions from insurance and annuity sales.

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.

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.

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.

Henry Zupko Jr. is a CFP® with 22 years of industry experience, currently serving at Tranquility Path Investment Advisors, LLC since 2011. He also works as an independent insurance agent, a role he has maintained since 1985. Tranquility Path provides investment consulting, managed-account guidance, and financial planning services to a diverse client base including individuals, families, pension plans, trusts, charitable organizations, and entities. The firm employs a broadly diversified, passive investment approach that integrates models sub-advised by firms such as Dimensional Fund Advisors, BlackRock, and Vanguard, with operational management handled by third-party co-advisors.

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.