Francis Amagasu is a financial advisor at Katsutoshi Capital Management, LLC, holding a Series 65 designation. He has been with the firm since 2025 and has prior experience outside finance, including roles at Medical Retirement and George Nakashima, Woodworkers. Katsutoshi Capital Management is an investment manager that provides discretionary portfolio management and develops investment policy statements tailored to clients' goals, risk tolerances, and time horizons. The firm emphasizes a long-term, growth-oriented approach to public equities, using fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Jean Philippe Bouchard is a financial advisor at Giverny Capital Advisors with 11 years of industry experience. He holds a Series 65 designation and has been associated with Giverny Capital Inc. since 2003. Giverny Capital Advisors provides discretionary investment management on a fee-only basis to individuals, trusts, and institutional entities, focusing on relatively concentrated equity portfolios typically consisting of 20–30 stocks. The firm follows a value-investing approach grounded in fundamental research and uses a long-term “Master Portfolio” model customized for each client, with regular performance reporting relative to the S&P 500 benchmark.

Jaime Young is a financial advisor at Sacks & Associates, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual Securities, Inc. and Voya Financial Partners, LLC. Outside of his advisory role, he volunteers with the Judd Elementary Parent Teacher Organization, assisting with fundraisers and class parties. Sacks & Associates, LLC provides discretionary and non-discretionary investment management and financial planning to individuals and business entities, focusing on long-term portfolio management tailored to clients’ objectives. The firm’s process includes developing written retirement plans through personal meetings and utilizing fundamental, technical, and charting analysis for investment decisions.

Anthony Fimognari is a financial advisor at Parisi Capital with one year of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Equitable Advisors, LLC. Outside of finance, he has been involved with Natale’s Pizza and Restaurant since 2014. Parisi Capital provides ongoing financial planning and investment management services to individual clients, including high-net-worth individuals. The firm combines passive investment strategies using index funds and ETFs with technical and charting analysis to guide sector selection and timing decisions.

Jenner Preston is a financial advisor at Tranquilli Financial Advisor, LLC in Clinton, NJ, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Preferred Capital Securities and Badger Creek Advisors LLC. Tranquilli Financial Advisor serves individuals, trusts, estates, retirement plans, and business entities by providing financial planning, consulting, and discretionary investment management. The firm manages approximately $199.4 million in assets across 221 client relationships and utilizes third-party Independent Managers for portfolio allocations, conducting ongoing due diligence and monitoring.

Robert O'Brien is a CFP® and ChFC® with 17 years of industry experience. He has been with Capital Enhancement, LLC since 2010, where he serves as one of two advisors. Capital Enhancement provides personalized tax and investment advice, financial planning, tax preparation, and family office services primarily to high-net-worth individuals and their families, focusing on nondiscretionary, wrap-fee advisory strategies that integrate tax compliance with investment management.

Sharif Muhammad is a CFP® and PFS™ with 16 years of industry experience, currently serving as an advisor at Unlimited Capital Advisors LLC. He has held roles at AXA Advisors, Equitable Advisors, and leads several affiliated firms including JMG CPAs & Advisors LLC and Unlimited Risk Advisors LLC. Muhammad is also an Associate Professor of Taxation and Estate Planning at New York University’s Master of Financial Planning program and serves on the finance committee of St. Benedict's Preparatory School. Unlimited Capital Advisors LLC provides investment management, financial planning, and related advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers a multi-dimensional investment process that incorporates risk management and expense control, supported by affiliated accounting and insurance businesses to coordinate tax and insurance matters alongside advisory services.

Shayidan Ture is a financial advisor at Unlimited Capital Advisors LLC in Somerset, NJ, holding a Series 65 designation with approximately one year of industry experience. Prior to joining Unlimited Capital Advisors, Ture worked at Charoen Pokphand Group and has multiple periods as a full-time student. Unlimited Capital Advisors LLC provides investment management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a dynamic, multi-dimensional investment process that considers client risk profiles, performance, risk management, and expenses, and it offers comprehensive wealth-management services integrating investment advice with accounting and tax compliance.

Frank Lentz is a Series 65–licensed financial advisor with 15 years of industry experience. He has been with Managed Wealth Advisors since 2010. Managed Wealth Advisors is a fee-only registered investment adviser that provides discretionary portfolio management primarily for individual brokerage and retirement accounts. The firm uses a tactical asset allocation strategy incorporating equities, ETFs, closed-end funds, and options strategies to pursue yield enhancement and volatility management.

James Geygan is a financial advisor at Global Value Investment Corporation with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Funds Distributor, LLC. Geygan serves as a board member of Commerce Media Solutions. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, pooled vehicles, pension, and charitable clients. The firm employs fundamental analysis with both short- and long-term strategies, managing portfolios on a discretionary basis tailored to client needs.

Kevin Means is a CFA® charterholder with 20 years of industry experience. He is currently with Sapient Investments LLC and has previously worked at Select Alternative Investments LLC and Prestige Wealth Management Group. Sapient Investments LLC provides discretionary investment management primarily to high-net-worth individuals and similar entities, combining tactical asset allocation with hedge-like implementation strategies that include the use of derivatives, margin, and tax-aware directly indexed portfolios.

Mengxue Cao is a CFA® charterholder with eight years of experience at Ailares Inc. Prior to joining the firm, Mengxue worked at Boston University for three years. Ailares provides discretionary separately managed account portfolio management and investment advisory services to qualified clients, including high-net-worth individuals, trusts, estates, corporations, and certain retirement accounts. The firm employs a combination of fundamental, technical, macro, quantitative, sentiment analysis, and proprietary machine-learning tools to guide investment decisions across a range of asset classes and strategies.

Pradeep Niphadkar is a financial advisor at Excel Capital Management Corp with 13 years of industry experience. He holds the Series 63 designation and has been with Excel Capital Management since 2000. Excel Capital Management Corp. provides discretionary investment management and financial advice primarily to high-net-worth individuals, trusts, small businesses, and corporations. The firm uses a core-and-satellite investment approach combining index funds with actively managed securities and conducts formal portfolio reviews monthly or quarterly.

Samantha Baghal is an advisor at Guidance Wealth Advisors LLC with a Series 65 credential and two years of industry experience. She has worked at Guidance Wealth Advisors LLC since 2024 and at Guidance Income Advisors, LLC since 2025. Outside of her advisory role, she is also involved as an insurance producer. Guidance Wealth Advisors LLC provides discretionary wealth management and comprehensive financial planning primarily to individual clients, including high-net-worth households, as well as certain business, foundation, and charitable accounts. The firm employs tailored investment strategies that include diversified allocations and specialized tools such as direct indexing and options collars.

Louis Tranquilli is a financial advisor with Tranquilli Financial Advisor, LLC in Clinton, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2018, he worked at IC Advisory Services, Inc. and The Investment Center, Inc. from 2007 to 2018. Outside of advisory work, he is a member of an LLC involved in property ownership. Tranquilli Financial Advisor serves individuals, trusts, estates, retirement plans, and business entities, providing financial planning, consulting, and discretionary investment management. The firm customizes portfolios based on client-specific factors and frequently utilizes third-party independent managers, maintaining ongoing due diligence and oversight.

Edgar Lara is a financial advisor at Sacks & Associates, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Sacks & Associates since 2008, including a concurrent role at Mutual Securities, Inc. from 2015 to 2021. Outside of his advisory work, he is involved with Zenith Marketing Group, Inc., an insurance and annuity brokerage firm. Sacks & Associates advises individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary and non-discretionary portfolio management along with financial and retirement planning. The firm emphasizes long-term purchase strategies and tailors recommendations based on client objectives and risk tolerance.

Michael Camp is a financial advisor at Northwest Criterion Asset Management, L.L.C. in Princeton, NJ, holding a Series 66 designation with 22 years of industry experience. He has been with Northwest Criterion since 2004. Northwest Criterion provides discretionary portfolio management primarily for individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and corporate accounts. The firm employs a value-oriented investment approach that combines quantitative screening with fundamental analysis to manage portfolios tailored to client objectives and risk tolerance.

Stewart Rickenbach is a financial advisor at Poxono Capital with a Series 65 designation and one year of industry experience. His prior work includes roles at Johnson & Johnson and GlaxoSmithKline, as well as a consulting contract with Johnson & Johnson. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, combining multiple analysis methods and a broad range of investment vehicles to create tailored portfolio management strategies. The firm also advises a privately organized pooled investment vehicle offering performance-based compensation, with governance and compliance measures in place.

Gerrit Besselaar is a financial advisor with Omnivest Group LLC in Princeton, NJ, holding a Series 65 designation and 10 years of industry experience. He has been with Omnivest Group since 2009. Omnivest Group provides discretionary and non-discretionary investment and wealth management services to individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm customizes asset allocation per account and emphasizes the selection and oversight of independent sub-advisers and alternative investment managers, including direct investments in limited partnerships and offshore structures.

Steven Calvelli is a financial advisor at Capital Enhancement, LLC in Warren, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Capital Enhancement since 2008. Capital Enhancement provides personalized tax and investment advice, financial planning, tax preparation, and family office services primarily to high-net-worth individuals, including current and retired corporate executives. The firm focuses on nondiscretionary, wrap-fee advisory services, integrating tax compliance with investment management and maintaining a small client base.