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.

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.

Dana Johnson is the sole advisor at Johnson Capital Global Advisory L.L.C. in Jersey City, NJ, holding Series 63 and Series 65 registrations with 17 years of industry experience. Prior to founding his firm in 2018, he worked at Wilmington Capital Securities, Santander Securities, Merrill, Chase Investment Services, and Morgan Stanley. Outside of his advisory role, Johnson serves as a substitute teacher. Johnson Capital Global Advisory L.L.C. is an independent registered investment adviser managing approximately $1.2 million for eight clients. The firm offers a bundled wrap-fee investment program that includes financial planning, portfolio management, and brokerage services, focusing on a value-oriented, long-term, and diversified investment approach primarily on a non-discretionary basis.

Frederick Palmerton is the sole advisor at Palmerton Financial Services, LLC, an independent firm based in Newark, NJ. He holds a Series 65 credential and has 21 years of industry experience, including more than two decades leading his own firm since 2002. Palmerton Financial Services, LLC provides discretionary supervisory management of individually managed investment portfolios primarily for individuals, as well as corporations and nonprofit entities. The firm focuses on a long-term investment approach emphasizing fundamental analysis, with portfolios concentrated in a limited number of actively traded equity and convertible securities tailored to client objectives and risk tolerances.

Robert Sefcik is the principal advisor at Main & Wall Capital Management, Corp., an independent firm based in Millburn, NJ. He holds Series 65, Series 63, and Series 66 licenses and has 17 years of industry experience. He has been with Main & Wall Capital Management since 2011, following earlier roles within affiliated firms dating back to 2008. Main & Wall Capital Management provides wealth management and personalized portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a goal-based process centered on capital preservation and risk management, utilizing behavioral finance concepts and model asset-allocation portfolios with both strategic and tactical elements.

Richard Berse is a financial advisor at Northstar Financial Advisors, Inc. with 22 years of industry experience. He holds a Series 65 designation and has been the president of Richard E Berse, CPA, PC, a public accounting and tax planning practice, since 1982. Northstar Financial Advisors serves individuals, trusts, and retirement plans by providing discretionary portfolio management and limited financial planning. The firm emphasizes fundamental, value-oriented analysis with a long-term holding discipline and manages approximately $195 million in discretionary assets.

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.

John Eichler is the sole advisor at Omega Strategies LLC, an independent firm, and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at UBS Financial Services and SMBC Nikko Securities America, Inc., and has been lecturing at the Parker College of Business of Georgia Southern University since 2014. His work history also includes time at Montclair Golf Club and a brief period of retirement. Omega Strategies LLC offers discretionary and non-discretionary asset management, financial planning, limited-scope consultations, and project work for individuals and high-net-worth clients. The firm’s approach combines fundamental, technical, charting, and cyclical analyses alongside Modern Portfolio Theory and incorporates options strategies and Sub-Advisors. It also provides a subscription-based newsletter offering market commentary separate from advisory fees.

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.

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 a range of instruments including fixed income, real estate funds, equities, ETFs, mezzanine debt, and private placements. The firm primarily manages assets on a non-discretionary basis and employs a written Investment Policy Statement and model portfolios tailored to client goals and risk tolerance.

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® 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.

John Donnelly III is the sole advisor at Paulo Financial Advisors, LLC, an independent registered investment adviser based in Staten Island, NY. He holds Series 65 and Series 66 licenses and has five years of industry experience. Donnelly has worked with Paulo Financial Advisors since 2012 in various capacities. Paulo Financial Advisors serves individuals, including high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of fundamental analysis and asset allocation with a focus on index funds, mutual funds, ETFs, and model portfolios, providing discretionary and non-discretionary investment management along with financial planning and consulting services.

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 and sole advisor at E.C. Krayton Associates, Inc., an independent firm based in W. Caldwell, NJ. She holds 23 years of industry experience and has operated her advisory practice since 1993. Outside of her advisory role, she is also president of a tax preparation business under the same company name, which she oversees without direct involvement in day-to-day operations. E.C. Krayton Associates provides discretionary portfolio management and financial advisory services primarily to individual investors, personal trusts, and estates. The firm emphasizes long-term, income-oriented, and generally conservative investment strategies tailored to client goals.