Kyle Wright is the principal of Wright Financial Advisory LLC in West Orange, NJ. He holds a Series 65 credential and has prior work experience at Brilliant Earth. Wright Financial Advisory LLC is an independent, fee-only firm offering comprehensive financial planning and investment consultation to individuals and small businesses. The firm provides advice on a non-discretionary basis without managing client assets, using fundamental and macroeconomic analysis delivered through various engagement models including hourly consulting and subscription services.

Daniel Sciortino is a ChFC® and Series 63 credentialed advisor with 14 years of industry experience. He is the principal of Fig Tree Wealth Management LLC, an independent firm he has led since 2022. His prior experience includes roles at National Wealth Management, Foresters Financial Services, and Sound State Entertainment. Outside of financial advising, he is involved in book publishing and education on biblical stewardship through Fig Tree Stewardship and is a member-owner of Godwit Coffee LLC, a coffee roastery focused on charitable activities. Fig Tree Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach includes diversified allocations tailored to risk profiles, with a Biblically Responsible Investing overlay that screens for consistency with specified Christian values, and offers pension consulting and participant education services.

Daniel Simonds is the principal and sole adviser at Contrary Investment Advisors with 30 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Simonds previously worked at Grove Point Investments, LLC for 29 years before founding Contrary Investment Advisors in 2010. He has also been involved in employee benefits and insurance sales since 1990. Contrary Investment Advisors is an independent, single-adviser firm serving individuals, high-net-worth clients, trusts, charitable organizations, and employer-sponsored retirement plans. The firm offers pension consulting, discretionary asset management, a Capital Group Direct‑at‑Fund mutual fund service, and financial planning, emphasizing fundamental analysis and client-specific investment policies.

Brian Sheahen is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He is the managing member of Hudson Oak Wealth Advisory LLC and also operates Hudson Oak Tax Advisory LLC, a tax preparation and consulting firm. Prior to founding Hudson Oak, he worked at Andersen Tax LLC, Modera Wealth Management, LLC, and BBR Partners LLC. Hudson Oak Wealth Advisory provides wealth management services to individuals, families, trusts, charitable organizations, small businesses, and closely held entities. The firm’s investment approach is planning-driven, focusing on diversification and cost- and tax-efficient implementation, with an affiliation to an accounting and tax practice that offers integrated tax planning and optional tax preparation services.

Scott Doyle is a financial advisor at Horicon Wealth Management with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of finance, he works as a bartender with Dehart Associates LLC. Horicon Wealth Management is a fee-only, SEC-registered investment adviser that primarily serves employer-sponsored retirement plans and also offers financial planning and wealth management services for individuals. The firm integrates goals-based planning with modern portfolio theory and provides pension consulting and ERISA 3(38) investment management services.

Harold Wachtel is the owner of Wachtel Capital Advisors, LLC and holds a Series 66 designation with 23 years of industry experience. He has worked at Aurora Private Wealth, APW Capital, Inc., and Fortune Financial Services, Inc. prior to founding his advisory firm in 2009. Wachtel Capital Advisors, LLC provides portfolio management and advisory services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and pension or profit-sharing plan clients. The firm uses fundamental analysis and modern portfolio theory to manage discretionary accounts, often employing ETFs, mutual funds, fixed income, equities, and occasionally margin and options strategies.

Michael Ashton is the sole advisor at Enduring Investments LLC in Morristown, NJ, holding the CFA® designation and Series 63 license with 15 years of industry experience. He previously worked at Real Asset Strategies, LLC from 2019 to 2021. In addition to his advisory role, Ashton serves as an external consultant to BAG Corp, assisting with quantitative business evaluations for a polypropylene fabric manufacturing company. Enduring Investments LLC is a small independent investment adviser providing discretionary portfolio management and advisory services to individual and institutional clients. The firm focuses on inflation-linked investment strategies using instruments such as inflation swaps, CPI options, inflation futures, and TIPS, and also manages a private inflation-tracking fund while sub-advising a registered inflation-protection ETF.

Weirong Zhang is a CFP® professional with five years of industry experience. Zhang has worked at Willow Wealth Management LLC since 2025 and previously held roles at Citigroup Global Markets Inc., Citi Private Alternatives, J.P. Morgan Securities LLC, and HSBC Securities. Outside of financial advising, Zhang is an independent distributor for an e-commerce company, Marketamerica Shop.com, primarily for personal use of its products. Willow Wealth Management LLC provides discretionary and non-discretionary portfolio management and financial planning services tailored to individuals and high-net-worth clients. The firm offers personalized investment advice based on client goals and risk tolerance, utilizing tools such as Monte Carlo analysis and may engage sub-advisors to implement investment strategies.

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.

Bruce Julien is the sole advisor at Julien Planning, LLC, an independent firm based in Hackensack, NJ. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, with prior roles at National Wealth Management, LLC, and Julien Financial, LLC. In addition to his advisory work, Julien operates affiliated insurance sales and tax-preparation businesses. Julien Planning, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes fundamental and technical analysis to tailor strategies documented in investment policy statements, manages approximately $37 million in client assets, and engages third-party managers as part of its investment approach.

Xiaowei Jiang is a financial advisor at Oceanus Research LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Oceanus Capital Management LLC, GSA Capital, and Welton Investment Partners. Oceanus Research LLC provides customized investment management and consultation primarily to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a defined investment process that combines top-down thematic analysis with fundamental and proprietary research, utilizing a variety of sophisticated strategies including derivatives and margin in separately managed accounts.

Marc Shapiro is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Shapiro Asset Management, LLC since 2008, serving clients from Denville, NJ. Shapiro Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers customized, long-term focused portfolios primarily composed of ETFs, individual stocks, and bonds, using fundamental and technical analysis with emphasis on risk management through asset allocation and diversification.

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.

Mark Santangelo is a CFP® with 28 years of industry experience, currently operating through Titan Financial Services, LLC. He has held roles at Purshe Kaplan Sterling Investments, Investment Advisors Asset Management, and Royal Alliance Associates. Outside of financial advising, he owns and manages a CPA firm, Marsan Associates, PC. Titan Financial Services, LLC is an independent registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, pension consulting, financial planning, and other consulting services, utilizing a client-specific investment process that combines model asset-allocation portfolios with fundamental, technical, quantitative, and qualitative security analysis.

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.

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.

Zhirun Gao is a financial advisor at Easytransfer Corporation, holding a Series 65 designation and beginning their advisory career in 2025. Prior to joining Easytransfer, Gao was affiliated with various institutions, including Columbia University and Ohio State University. Easytransfer Corporation provides discretionary portfolio management services to individuals, high-net-worth clients, and business entities, focusing primarily on U.S. equities and ETFs. The firm employs multiple analytical methods and both long- and short-term trading strategies, while emphasizing regular monitoring, reporting, and equitable allocation of investment opportunities.

Joseph Thumpasery is a financial advisor at Fourth Wall Advisors LLC with one year of experience in the industry. He holds Series 65 and Series 63 licenses and has previously worked at Eisler Capital, Bluecrest Capital, and Nomura Asset Management. In addition to his advisory role, he oversees a residential property business in Orlando, Florida. Fourth Wall Advisors LLC is an independent registered investment advisor founded in 2025 that serves pooled or institutional mandates as well as individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental-analysis approach with a focus on discretionary management of portfolios primarily using options contracts, individual equities, and ETFs, offering both long-term orientation and flexibility for shorter-term trading activities.

Domingo Ramos is a financial advisor at Swapnick, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Prudential, Policygenius, and Havas prior to his current role. Ramos leads the Swapnick Community Foundation, which focuses on financial literacy. Swapnick, LLC is a fee-only investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm employs a buy-and-hold investment strategy with global diversification and active monitoring, operating as a single-advisor practice with no account minimums.