Robert Sefcik is the sole advisor at Main & Wall Capital Management, Corp., an independent firm based in Millburn, NJ. He holds the Series 63, Series 65, and Series 66 designations and has 17 years of industry experience. Sefcik has been with Main & Wall since 2011, working in various capacities including research and development. Main & Wall Capital Management, Corp. provides wealth management and personalized portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a goal-based process focused on capital preservation and risk management, employing behavioral finance concepts and model asset allocation portfolios with both strategic and tactical elements.

Asta Sanders is the owner and President of Empowered Retirement, Inc. She brings over 25 years of experience in the financial services industry. She received her Bachelor of Science in Economics from Vilnius University in Lithuania and her CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning in Denver, Colorado, in 2001. In addition, she obtained an Enrolled Agent certification in 2020. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. In addition, she obtained a Certified Private Wealth Advisor® (CPWA®) professional certification administered by the Investments and Wealth Institute® and taught at the Yale School of Management. CPWA® professionals must demonstrate at least five years of client-centered experience and spend a material amount of their business hours working directly with high-net-worth clients. Advisors who have earned the CPWA® credentials have the specialized knowledge and skills to guide sophisticated clients through the accumulation, preservation, and distribution of wealth. She is passionate about helping clients bring all the pieces of their financial life together into a single coherent plan and ensure it evolves in tandem with their changing circumstances. She has guided clients through various investment options to help them reach their goals and fulfill their dreams. After completing your initial plan, we'll work closely with you throughout our relationship. Typical areas in which we provide ongoing advice are: • annual portfolio withdrawal strategies • establishing a spending plan • Roth conversions • establishing when to claim Social Security • selecting pension payment types • transferring and/or consolidating investment accounts • reallocating investment portfolios • determining health insurance options • amending insurance coverage • updating estate documents and beneficiary forms • changing income tax withholding elections When Asta is not helping her clients, you will find her hiking, traveling, or spending quality time with her family and friends.

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.

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 utilizes written Investment Policy Statements and model portfolios to tailor investment strategies, primarily on a non-discretionary basis, and offers access to a range of instruments including equities, fixed income, real estate funds, and private placements.

Welcome! I'm Cynthia Meyer, CFA®, CFP®, ChFC®, a real estate investor, financial planner, and real estate business coach. I founded Real Life Planning to mentor a new generation of real estate investors. We help real estate investors take practical steps to build financial freedom, create multiple sources of income, and make working for someone else optional. At Real Life Planning, we speak both real estate and financial planning. Whether you're adding to your properties, contemplating a 1031 exchange, listing your place on Airbnb, getting started as a landlord, or looking to buy a home overseas, we'll help you create a realistic plan for your financial life goals. As you build your investment property portfolio, we will help you plan to optimize taxes and diversify risks, manage total cash flow, and prepare for new opportunities. Who we help: -Rental property investors looking for a comprehensive financial plan -Real estate investors planning for 1031 exchanges -Real estate investors who are scaling their property portfolios -Professionals considering a real estate side hustle -People with inherited rental property -Homeowners maximizing opportunities for income -Accredited Investors Evaluating DSTs, 721 Exchanges, and Syndications -Married couples building strong economic partnerships We're a Fee-Only fiduciary firm, so we work for you, not for Wall Street. That's why our fees are inclusive and transparent. My husband Steve and I have three young adult kids and live in central NJ, in the NYC metro area. We are both first-generation real estate investors with small multifamily properties, single-family homes, and a small apartment complex. We invest out of state and use a property manager. A financial advisor since 1997, I founded Real Life Planning and co-founded the Real Estate Financial Coach Course, Real Estate For Generations, and the You Unlimited coaching program. Real Life Planning works with clients virtually from anywhere and in-person in the NYC area. Interested in the real (estate) life? Book a discovery call today.

Richard Taborda is a CFP® and holds a Series 65 license with 16 years of experience in the financial services industry. He is the president and investment adviser representative of LBT Wealth Management, LLC, an independent firm he has been associated with since 2011. Prior to this, he worked at Freeman Capital Advisors, LLC from 2019 to 2023 and Wealth More Enterprise, Inc. starting in 2024. LBT Wealth Management primarily serves individual clients through discretionary portfolio management and financial planning, employing a combination of charting, fundamental, technical, and cyclical analysis to manage portfolios. The firm uses advanced trading strategies and held-away order management systems uncommon for a firm of its size.

Christopher Colyer is a financial advisor at CMC Wealth LLC with five years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to founding CMC Wealth LLC in 2025, he worked at EisnerAmper Wealth Management & Corporate Benefits, LLC, Eisner Advisory Group LLC, and Wiss Private Client Advisors, LLC. He is also an accountant and owner of CMC Advisors LLC and operates as an independent licensed insurance agent. CMC Wealth LLC provides portfolio management services to individuals and high-net-worth clients, focusing on fundamental analysis and a long-term trading approach. The firm requires client approval for investment decisions and offers regular portfolio monitoring and reporting.

Linda Krayton is the principal advisor at E.C. Krayton Associates, Inc., an independent firm where she has worked since 1993. She has 22 years of industry experience. In addition to her advisory role, she is president of a separate tax preparation business operated part-time by an employee. E.C. Krayton Associates, Inc. provides discretionary portfolio management for individuals, families, trusts, and estates, focusing on long-term, income-oriented investments tailored to client goals and risk tolerance. The firm manages a small client base with portfolios that may include equities, bonds, municipal and U.S. government securities, certificates of deposit, and interests in partnerships such as oil and gas.

James Higley is a financial advisor at Eames Financial in Florham Park, NJ, holding a Series 63 designation with 20 years of industry experience. He has been with Eames Financial since 1994. Eames Financial provides investment management and financial counseling to individuals, trusts, and charitable foundations. The firm employs a multi-step, goals-driven process emphasizing fundamental analysis and broad diversification, managing the majority of client assets on a non-discretionary basis while offering tailored portfolio solutions and comprehensive planning services.

Thomas Vetter is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founder of Vetter Planning. He chose to establish Vetter Planning because of his desire to help individuals and small businesses develop financial plans that are designed to achieve their goals. It was founded upon principles that place the utmost value on its clients’ financial goals and objectives. It is in the business of building long-term, solid relationships that are based upon trust and quality client service. Since 2002, Tom has been providing financial planning and investment advice. He graduated from Siena College in Loudonville, NY with a Bachelor of Science degree in Finance. Prior to founding Vetter Planning, he was a Senior Financial Analyst for Guardian Life and an Investment Analyst for NYC Housing Development Corporation. Tom resides in Randolph, New Jersey with his wife, Jennifer, son Gavin, and daughters, Abigail and Claire. His interests include volunteering, coaching youth sports, golf, and mountain biking.

Gary Feldman is the sole advisor at Grand Ridge Capital, LLC, a state-registered independent investment adviser based in Roseland, NJ. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been managing Grand Ridge Capital since 2005. Grand Ridge Capital manages approximately $4.95 million across nine client accounts, serving high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm primarily manages accounts on a non-discretionary basis and employs a range of investment strategies including fundamental research, technical analysis, and allocations to independent managers and alternative investments.

William Keller is a financial advisor at Keller Wealth Management LLC in Whippany, NJ, holding a Series 65 credential with five years of industry experience. His prior experience includes roles at Prudential Financial and Primerica, and he is also employed as a manager at Mondelez International. Keller maintains an independent insurance practice alongside his advisory work. Keller Wealth Management LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, and business clients. The firm offers specialized pension consulting and serves as a fiduciary to qualified retirement plans, employing a blend of fundamental and cyclical investment analysis with a variety of holdings including mutual funds, ETFs, and options.

Colin Slabach is a CFP® professional at Meridian Atlas Planning with one year of industry experience. He holds a doctorate in personal financial planning and has served as a university professor at New York University since 2022. Prior to that, he was affiliated with The American College of Financial Services and Texas Tech University. Meridian Atlas Planning is an independent, fee-only firm that provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an investment approach based on asset allocation, blending passive and active strategies rooted in fundamental analysis and Modern Portfolio Theory, with an emphasis on discretionary portfolio management and personalized investment policies.

I'm Rob Tucker, the founder of Tucker Wealth Advisory. I am a CFA® Charterholder. I spent 35 years in financial services after obtaining my MBA in Finance from Wharton. Having transitioned from life in large corporations, I am enjoying this phase of my career and the opportunity to help people chart their financial lives with confidence. I enjoy building relationships and hope that we have an opportunity to work together. Most recently, I have worked at BNY Mellon Wealth Management, JP Morgan and Bank of America/Merrill Lynch. I started my career as an engineer in the energy industry. I've got a quantitative edge. Numbers are important but are only part of the story, and I enjoy making complex topics simple and actionable for my clients. Born and raised in New York City, I have lived in New Jersey for many years where my wife Suzanne and I raised our two lovely daughters and now share our home with our rescue dog named Teddy. I look forward to meeting you and seeing what we can accomplish together. I listen carefully and provide a calm judgement-free environment with a strong quantitative approach. Pricing is flexible, with engagement options including project-based, hourly or on-going. Some of my services are: - Retirement Planning - Tax Planning - Investment advice - Retirement account analysis and strategies - Advice regarding Social Security and Medicare programs - Budgeting and cash management - Insurance reviews and analysis

Charles D'angelo is a CFA® charterholder serving as the sole advisor at Westmount Capital Group LLC with four years of industry experience. His prior work includes roles at Cantex Holdings II, LLC and Alexandria Capital, LLC. In addition to his advisory work, he is involved in a real estate consulting practice. Westmount Capital Group LLC provides investment advisory and wealth management services primarily to high-net-worth individuals, family offices, trusts, and estates. The firm combines fundamental and quantitative analysis to pursue strategies including long-term equity and fixed income investing, tactical asset allocation, and alternative investments, generally managing client accounts on a discretionary basis.

David Cohen is a financial advisor with Sterling Financial Management, Inc. in Morristown, NJ, holding a CFP® designation and Series 63 and 65 licenses. He has 31 years of industry experience and has been affiliated with SagePoint Financial, Inc. since 2009 and OSAIC since 2023. Cohen is also the owner and president of Sterling Financial Management, where he oversees all duties associated with the registered investment advisory firm. Sterling Financial Management serves individuals, trusts, and retirement plans with customized financial planning, hourly consulting, and investment advisory services. The firm employs both fundamental and technical analysis, generally favoring mutual funds and ETFs in long-term strategies, and manages accounts on a non-discretionary basis with regular client reporting.

Amit Singhal is a financial advisor at Mantrana Advisors with one year of industry experience. He holds a Series 65 designation and concurrently works full time in business and account management at BASF Corporation, a global chemical company. Mantrana Advisors provides financial planning services to individuals, high-net-worth clients, small businesses, and families caring for persons with special needs. The firm operates on a fee-only basis without managing client assets, offering investment recommendations as part of comprehensive plans using a combination of fundamental analysis and passive and active asset allocation strategies.

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.

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.