Timothy Windos is the principal advisor at TJW Fiduciary Plan Consultants, LLC in Little Silver, NJ, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has operated as a sole proprietor since 2017 and has been affiliated with TJW Fiduciary Plan Consultants since 2015. Outside of advisory services, he is also an insurance agent involved in providing insurance products. TJW Fiduciary Plan Consultants offers financial planning and discretionary portfolio management to individuals, as well as advisory services to qualified and non-qualified retirement plans. The firm’s investment approach is based on modern portfolio theory, focusing on asset allocation and fund evaluation, and it provides specialized services including pension consulting, plan‑level portfolio management, and participant education.

Sanford Share is a financial advisor with Share and Harris, L.L.C., holding 21 years of industry experience. He has been with Share and Harris LLC since 1980, contributing over four decades to the firm. Share and Harris, originally established as an accounting practice, provides investment advisory and financial planning services primarily to individual clients. The firm emphasizes comprehensive financial-planning engagements, combining tax and planning expertise with a stepwise planning process and personalized portfolio management.

Ari Teplitz is a CFP® and ChFC® credentialed advisor with 14 years of industry experience, currently serving as the principal of Teplitz Financial Group LLC. Prior to founding his firm, he worked at American Portfolios Financial Services, Inc. for 10 years and most recently at OSAIC. He holds board roles outside of his advisory work, including Vice President of Youth at the Marlboro Jewish Center and serving on the Board of Trustees and Finance Committee for the Theatre Development Fund. Teplitz Financial Group LLC provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs a modern portfolio theory approach with diversified portfolios, offers both discretionary and non-discretionary management, and acts as a wrap-fee program sponsor 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.

Alexander Strauss is a financial advisor with RDM Capital Associates Inc, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at UBS Financial Services Inc. for six years before joining RDM Capital Associates, where he has been since 2022. RDM Capital Associates provides personalized asset management services primarily to individual and high-net-worth clients, managing approximately $164 million in discretionary assets. The firm uses proprietary asset-allocation models and a combination of active and passive strategies to manage client portfolios on a discretionary, household basis.

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.

Matthew Alimena is a financial advisor at WealthNest Capital Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WealthNest Capital since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. WealthNest Capital Inc. serves individual and high-net-worth clients, providing tailored financial planning and portfolio management. The firm employs multiple analytical approaches, including fundamental, technical, and quantitative methods, and is notable for offering performance-based compensation arrangements and the use of derivatives and options strategies in separately managed accounts.

Stuart Stern is a financial advisor at Stern Capital Management, Inc. with 30 years of industry experience. He has held Series 63 and Series 65 licenses and has worked at Stern Capital Management since 1999. Stern Capital Management serves individual investors, including high net worth clients, as well as charitable organizations and retirement plan participants. The firm provides portfolio management through model asset-allocation portfolios, financial planning, and rollover guidance, managing approximately $252 million in assets for 645 clients.

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.

Grace Gallagher is a Series 65 licensed advisor at Zynergy Retirement Planning with two years of industry experience. She has been with Zynergy since 2023 and previously worked at Endless SUP Company. Zynergy Retirement Planning is a fee-only advisory serving individuals and couples near retirement, offering financial planning, discretionary asset management, and integrated tax services. The firm emphasizes diversified, low-cost portfolios primarily made up of index mutual funds and ETFs, combining investment management with bundled tax and estate planning services.

Deepak Malhotra is a financial advisor at Strategic Wealth Solutions LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual, MML Investors Services, and Mass Mutual. Outside of advisory work, he owns an accounting and tax practice. Strategic Wealth Solutions LLC serves individuals and pension/profit-sharing plans, providing portfolio management, pension consulting, and financial planning. The firm uses ETF-based allocations and a documented Investment Policy Statement to tailor investment strategies to client risk profiles and restrictions.

Matthew Perri is a CFP® with three years of industry experience, currently serving as a financial advisor at Zynergy Retirement Planning in Red Bank, NJ. His prior experience includes roles at Stifel Independent Advisors, LPL Enterprise, and The Prudential Insurance Company of America. Zynergy Retirement Planning is a fee-only advisory that serves individuals and couples near retirement, offering ongoing financial planning, discretionary asset management, and integrated tax services. The firm’s investment approach focuses on diversified, low-cost portfolios primarily made up of index funds and ETFs, combined with regular rebalancing and a higher-touch “Private Office” service that adds estate and generational planning.

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.

Vincent Polidori is a financial advisor with ValuEngine Capital Management LLC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. His career includes roles at TSG Alpha Partners, IGM Brokerage, Ceros Financial Services, and Petersen Investments. Outside of finance, he serves as a consultant for J. Hilburn, a men's custom clothing company. ValuEngine Capital Management serves individual and high-net-worth investors as well as pension and profit-sharing plans, providing tailored portfolio management based on clients’ goals, time horizons, and risk tolerance. The firm utilizes fundamental analysis, quantitative methods, and modern portfolio theory, offering discretionary asset management and an automated program through Schwab’s Institutional Intelligent Portfolios platform.

Ryan Zacharczyk is a CFP® professional with 17 years of experience in financial planning. He has been with Zynergy Retirement Planning since 2007, where he serves as one of three advisors. Zynergy Retirement Planning works with individuals and couples at or near retirement, offering fee-only financial planning and discretionary investment management tailored to retirement goals. The firm employs a passive, index-focused investment approach and integrates multi-level tax services into its advisory offerings.

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.

Maha Gannavaram is a financial advisor at Unique Financial Advisors LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Verizon for 20 years. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-HNW clients. The firm primarily employs passive investment management using index mutual funds and ETFs, combined with fundamental analysis, and integrates tax services through its principal’s separate tax practice.

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.