Keun Soo Kim is a financial advisor at Klimax Wealth Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Klimax Asset Management, LLC 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 services alongside non-discretionary investment management, with a focus on pension and 401(k) plan consulting in addition to individual portfolio management.

Eric Gabor is a Certified Financial Planner® and holds a Series 66 license. He is the sole advisor at Eagle Grove Advisors LLC, an independent firm based in Westfield, NJ, and has 14 years of industry experience. He has led Eagle Grove Advisors since its founding in 2016. Eagle Grove Advisors serves individual and high-net-worth clients by providing discretionary investment management and various financial planning services. The firm employs a primarily passive investment strategy, using diversified portfolios of index mutual funds and ETFs tailored to clients’ goals and risk tolerances, with regular portfolio reviews and rebalancing as needed.

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.

Ravi Chahil is a financial advisor at Sabattis Capital with a Series 65 designation and seven years of industry experience. His prior roles include positions at Volaris Capital Management and Citigroup. Sabattis Capital Management LLC offers customized portfolio management through separately managed accounts for individuals, family offices, registered investment advisers, and institutional clients. The firm uses a systematic, rules-based approach incorporating technical, quantitative, and fundamental analysis to implement option-based strategies such as income generation and risk mitigation tailored to each client’s objectives.

Jeffery Wimer is the principal of Wimer Investment Management, an independent registered investment adviser. He holds Series 63, 65, and 66 licenses and has 27 years of industry experience, including 12 years at Citigroup Global Markets Inc. prior to founding his firm. Wimer Investment Management provides discretionary portfolio management services to individuals, high-net-worth clients, and business entities, applying fundamental analysis and modern portfolio theory to tailor investment strategies across a variety of asset classes.

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.

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.

Ping Yin is the sole advisor at YIN Financial Planning and holds the CFP® designation, with over 21 years of experience in financial services and accounting. She founded Yin Financial Service, LLC, an accounting and tax preparation firm, and manages both businesses concurrently. YIN Financial Planning is a fee-only firm providing comprehensive and limited-scope financial planning to individuals and families, focusing on tax, retirement, investment allocation, and other areas. The firm does not provide investment management or execute trades, with clients responsible for implementing recommendations.

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.

Sagar Bhimavarapu is a CFA charterholder with 27 years of industry experience. He is the principal of Mountain Avenue Capital LLC, an independent advisory firm based in New Providence, NJ. Prior to his current role, he worked at CIBC World Markets Corp and Scotia Capital (USA) Inc. Outside of his advisory work, he serves as Chief Executive Officer of the IIT (BHU) Foundation, Inc., a nonprofit fundraising organization for his alma mater. Mountain Avenue Capital LLC provides discretionary and non-discretionary portfolio management and hourly financial planning primarily to high-net-worth individuals and business entities. The firm uses a combination of fundamental analysis and Modern Portfolio Theory in its investment approach and accepts business entity clients, which is relatively uncommon among independent advisors.

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.

Christopher Gula is a CFA® charterholder and a financial advisor with Summit Place Financial Advisors, LLC, where he has worked since 2018. He has five years of industry experience, including prior work at Dream Forward Solutions. Summit Place Financial Advisors provides discretionary, fee-only investment advisory services and financial planning to individuals and high net worth clients. The firm manages approximately $300 million in discretionary assets and employs a portfolio strategy focused on individual equities, fixed income, and select mutual funds and ETFs.

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.

James Lovas is a financial advisor at Xpotential Inc. with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Family First Firm, Friday Engineering, and Synopsys Inc. Xpotential Inc. provides discretionary portfolio management to a range of clients including individuals, trusts, estates, foundations, and small businesses. The firm employs globally diversified portfolios using low-cost index funds and ETFs, combining strategic asset allocation with tactical risk adjustments, and offers specialized services such as Treasury Management and 401(k) plan-level management.

Thomas Margaritondo is a financial advisor at Meadowbrook Advisors with five years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and RBC Capital Markets. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. Meadowbrook Advisors provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, non-profit organizations, and retirement plans. The firm manages portfolios using a range of investment vehicles and employs fundamental analysis and Modern Portfolio Theory with a long-term orientation.

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.

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.

Alan Starinsky is a financial advisor at Redfield, Blonsky & Starinsky, LLC with 13 years of industry experience. He holds the PFS™ designation and has worked at the firm since 2015. Redfield, Blonsky & Starinsky, LLC provides discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines fundamental investment analysis with CPA expertise to manage tax-sensitive, long-term positions and offers both advisory and accounting services.