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.

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.

Yash Niphadkar is a CFP® with 12 years of industry experience, currently serving at Excel Capital Management Corp since 2021. His prior roles include positions at Lenox Wealth Advisors, First Republic Securities Company, Bank of America, and Merrill Lynch. Excel Capital Management Corp. provides discretionary investment management and financial advice primarily to high-net-worth individuals, trusts, small businesses, and corporations. The firm employs a core-and-satellite investment approach, managing approximately $175 million in client assets with custody held by third-party custodians.

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.

Neil Sacks is a financial advisor at Sacks & Associates, LLC with 45 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Mutual Securities, Inc. from 2015 to 2021. Outside his advisory role, he is involved with Zenith Marketing Group, Inc., an insurance and annuity brokerage firm. Sacks & Associates, LLC provides discretionary and non-discretionary investment management and financial planning services to individual and business clients, including high-net-worth individuals. The firm emphasizes developing written retirement plans through personal meetings and primarily uses long-term investment strategies supported by fundamental, technical, and charting analysis.

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.

Fred Busler Jr. is a financial advisor at Augulis Financial Firm, L.L.C. in Warren, New Jersey, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Augulis Financial Firm since 2016. Outside of advising, he is also an insurance agent specializing in fixed insurance sales and works as a tax preparer. Augulis Financial Firm provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm’s goal-driven investment approach incorporates fundamental and technical analysis, tailored asset allocation, and may involve sub-advisors, while also offering educational seminars and comprehensive financial planning.

Joseph Scutellaro is a financial advisor at Entrepreneur Wealth with 22 years of industry experience. He holds a Series 66 designation and has a background that includes over a decade at CohnReznick LLP and its related wealth management entities. In addition to his advisory work, Mr. Scutellaro operates a CPA practice focused on tax return preparation and serves as CFO and minority owner of a company involved in equipment and software sales. Entrepreneur Wealth provides preliminary financial planning and consulting services to individuals, families, small businesses, and retirement plans, focusing on general planning topics such as budgeting and retirement. The firm refers clients to unaffiliated investment adviser managers for comprehensive asset management and does not engage in discretionary trading or asset selection.

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.