Michael Ashton is a CFA® charterholder with 14 years of industry experience. He is the principal advisor at Enduring Investments LLC, an independent firm he has been associated with since 2009, and previously worked at Real Asset Strategies, LLC. Outside of his advisory role, he serves as an external consultant to BAG Corp, assisting with quantitative business issues such as sales targeting and inventory management. Enduring Investments advises individuals, institutional clients, and pooled investment vehicles, providing discretionary portfolio management and licensed access to systematic model portfolios. The firm focuses on inflation-indexed products and employs a variety of securities and techniques to tailor accounts according to client objectives and risk profiles.

Ajit Paranjpe is a financial advisor at Prima Innotech with nine years of industry experience. He holds a Series 65 designation and has been with Prima Innotech since 2012. In addition to his advisory role, he has a long tenure at Veeco Instruments starting in 2006. Prima Innotech is an independent registered investment adviser that provides discretionary portfolio management and consulting services to individual clients. The firm employs a proprietary OptionMaximizer analysis engine to guide investment decisions and supports clients through educational seminars, publications, and a subscription-based platform for self-directed investors.

Xiaowei Jiang is a financial advisor at Oceanus Capital Management in Miami, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Oceanus Capital Management in 2024, Jiang worked at Oceanus Research LLC, GSA Capital, and Welton Investment Partners. Oceanus Capital Management provides customized investment management and consulting services primarily to high-net-worth and sophisticated investors. The firm uses a combination of fundamental, top-down thematic research and proprietary data science to construct diversified portfolios, often employing hedging techniques and derivatives as part of its investment approach.

James Parris is a financial advisor at Ivory Wealth Management Inc. with 4 years of industry experience. He holds the Series 66 designation and has worked at Ivory Wealth Management since 2014. Outside of his advisory role, he has been involved with the Syosset Soccer Club since 2006, coaching and training youth soccer. Ivory Wealth Management provides portfolio management and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm emphasizes a fiduciary standard and employs a range of analytical methods, offering primarily non-discretionary management alongside insurance and annuity advisory services.

Cheng Kou is a financial advisor at Time Investment Advisers with a Series 65 credential and two years of industry experience. Prior to joining the firm, he worked for ten years at Verisk Data Analytics. Time Investment Advisers provides portfolio management, financial planning, and advisory services tailored to individuals, families, trusts, estates, and small businesses. The firm integrates fundamental and technical analysis in its investment approach and offers both long-term portfolio management and short-term trading strategies, including option strategies.

Stuart Ruff is the principal and sole advisor at Ruff Choices, an independent registered investment adviser based in Cranford, NJ. He holds the Series 66 designation and has 22 years of industry experience, founding Ruff Choices in 1999. Ruff Choices provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, as well as charitable organizations and certain institutional clients. The firm employs a range of investment strategies including equities, ETFs, and mutual funds, and incorporates the use of margin, short sales, and options for separately managed accounts.

Gary Reneau is a financial advisor at IHP Wealth Management in Morristown, NJ, holding the CFA® designation and Series 66 license with 17 years of industry experience. He has worked at Pickwick Capital Partners, Indian Head Partners LLC, and Silver Leaf Partners, LLC. Reneau is also involved in consulting for a carbon capture company and participates in decentralized finance projects in advisory and information-gathering roles. IHP Wealth Management provides tailored investment advisory and portfolio management services to individuals, trusts, estates, foundations, endowments, and pension and profit-sharing plans. The firm emphasizes a top-down macro asset allocation and sector rotation approach, incorporating fundamental, technical, and cyclical analysis, and offers access to alternative investments and third-party asset managers.

Michael Maye is a CFP®, PFS™, and Series 65-licensed financial advisor with 20 years of industry experience. He has been the principal of MJM Financial Advisors, LLC in Gillette, NJ since 2005. Outside of his advisory work, he conducts educational seminars and workshops for community groups, including seniors, women's groups, and university events. MJM Financial Advisors serves individual investors and their families, including high-net-worth clients, advising approximately 27 family groups with around $42 million in assets under management. The firm provides financial planning, discretionary and non-discretionary investment management, and integrated wealth management that includes retirement, estate, tax planning, and business consulting. Its investment approach combines institutional-style no-load mutual funds, ETFs, and ETNs with a strategic asset allocation process, emphasizing a passive core and selective active allocations, alongside tax-sensitive implementation. The firm also offers tax planning and preparation services through its CPA affiliation.

Robert Bonavito is a financial advisor at The Financial Planning Group, Inc. in Scotch Plains, NJ, holding the PFS™ designation with 19 years of industry experience. He has been with The Financial Planning Group since 1995. The firm provides comprehensive financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Their approach includes tailored portfolio construction based on suitability assessments and combines fundamental, technical, and cyclical analysis in security selection.

Steven Rokeach is a CFA® charterholder and the principal advisor at Elliot Investment Management, LLC, with 23 years of industry experience. He founded and has operated the independent firm since 2003. Elliot Investment Management provides ongoing investment supervisory services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis with a range of strategies including options writing, managing portfolios across mutual funds, equities, bonds, fixed income, and select alternative products.

Sean Pullman is a financial advisor at Pullman Wealth in Montclair, NJ, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Glassner Carlton Financial and Wellmont Advisory LLC. Pullman Wealth is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and financial planning services. The firm uses a combination of fundamental and technical analysis within a Modern Portfolio Theory framework to construct portfolios tailored to clients' goals and risk tolerance, offering both discretionary and non-discretionary management alongside formal financial planning.

Domingo Ramos is a financial advisor at Swapnick, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Prudential, Policygenius, and Havas. Ramos leads the Swapnick Community Foundation, which focuses on financial literacy initiatives. Swapnick, LLC is a fee-only, state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers personalized portfolio management with a buy-and-hold strategy, global diversification, and active monitoring, operating as a single-advisor practice without account minimums.

Frederick Palmerton is the sole advisor at Palmerton Financial Services, LLC, an independent registered investment adviser based in Newark, NJ. He holds a Series 65 designation and has 20 years of industry experience, managing his own firm since 2002. Palmerton Financial Services primarily serves individual clients as well as corporate and nonprofit organizations, offering discretionary supervisory management of customized investment portfolios. The firm employs a long-term, fundamental equity-oriented investment approach focused on a limited list of large, well-covered companies, with low turnover and portfolios tailored to client risk tolerance and objectives.

Robert Sefcik is the sole advisor at Main & Wall Capital Management, Corp, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has been with Main & Wall Capital Management since 2011, following earlier roles within affiliated entities dating back to 2008. Main & Wall Capital Management, Corp is a state-registered investment adviser that offers wealth management and personalized portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a goal-based approach emphasizing capital preservation and risk management, using behavioral finance concepts and model asset-allocation portfolios with both strategic and tactical elements.

Mark Painter is a CFA® charterholder with 13 years of industry experience. He has been the sole advisor at Everguide Financial Group, LLC since 2016. Everguide Financial Group provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, and business owners. The firm integrates fundamental and technical analysis with model portfolios and ongoing monitoring, managing approximately $45 million in discretionary assets as a single-advisor practice.

Dushyant Pandit is a financial advisor at Dorchester Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Dorchester Advisors since 2010. Dorchester Advisors LLC provides discretionary investment management, financial planning, and outside money-manager selection for individuals, businesses, trusts, charities, and endowments. The firm serves a range of clients, including high-net-worth households and small pension and profit-sharing plans, using a fundamentally driven, value-oriented investment approach that emphasizes tailored portfolios and routine monitoring.

Vinod Iyer is a financial advisor at Gaelin LLC with Series 65 and Series 63 licenses. He previously worked at Macquarie for 12 years before starting at Gaelin in 2025. Vinod has no industry experience prior to his current role. Gaelin LLC provides advisory services to high-net-worth individuals and entities that meet accredited or qualified client standards. The firm offers non-discretionary portfolio management for public market securities and advisory access to private market products, combining public-market analysis with private manager due diligence and emphasizing long-term investment strategies.

Donald Davret is a financial advisor at FloMartin Securities Corporation in Morristown, NJ, holding Series 63, 65, and 66 licenses with two years of industry experience. He has been with FloMartin Securities since 2014. FloMartin Securities Corporation provides investment advisory and pension consulting services to individuals, high-net-worth clients, and pension and profit-sharing plans, managing approximately $4.4 million in assets. The firm uses written Investment Policy Statements and model portfolios to tailor asset allocation and security selection, primarily managing assets on a non-discretionary basis while employing active trading tools that may increase portfolio volatility.

Sunsierre Atkinson is a CFP® professional with two years of industry experience, currently affiliated with Team Financial Planning in Union, NJ. Prior to this, Atkinson worked at DTCC from 2015 to 2021 and is the founder of Teach Everyone About Money LLC, a coaching and teaching business. Team Financial Planning is an independent, fee-only registered investment adviser serving primarily individual clients as well as employer plan sponsors and other organizations. The firm provides discretionary portfolio management and financial planning, employing a blend of passive and active strategies alongside fundamental, technical, and cyclical analysis, with options for socially responsible investing upon client request.

Richard Taborda is a CFP® with 15 years of experience in wealth management and insurance services. He is the president and investment adviser representative of LBT Wealth Management, LLC, where he has worked since 2011. His prior experience includes roles at Freeman Capital Advisors, LLC and Wealth More Enterprise, Inc. LBT Wealth Management, LLC provides investment supervisory and financial planning services to individual clients, preparing tailored Investment Policy Statements and managing portfolios that utilize both long- and short-term trading strategies, including leverage and derivatives. The firm also offers financial planning across insurance, retirement, college, and debt matters, and manages held-away employer retirement plan assets through a third-party system.