Manikanthan Velayutham is a financial advisor at Sakthi Capital LLC with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Sakthi Capital, he worked at Korn Ferry ICS, Open Systems, SEQ Technology, and INTL FCStone. Sakthi Capital provides portfolio management, financial planning, and financial education services to individuals, high-net-worth clients, corporations, trusts, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory and offers both discretionary account management and financial education workshops.

James Desimone is the sole advisor at Desimone Investments, LLC, holding a Series 65 credential with 14 years of industry experience. He has worked at Desimone Investments since 2011 and previously was employed by Johnson & Johnson from 2007 to 2016. 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 manage portfolios actively and offers discretionary management and modular or comprehensive financial planning.

Richard Pasiuk is a financial advisor at Duracapital with three years of industry experience. He holds a Series 65 designation and has worked at Duracapital since 2017. Pasiuk also has a long tenure at Con Edison beginning in 2005. Duracapital provides portfolio management and pension consulting services primarily to pension, profit-sharing, and 401(k) plans, as well as to individuals, trusts, estates, and charitable organizations. The firm uses a variety of investment strategies and instruments tailored to clients’ objectives, with a focus on ongoing account monitoring and asset allocation.

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 and holds Series 63, 65, and 66 licenses with 27 years of industry experience. He worked at Citigroup Global Markets Inc. for 12 years before founding his independent advisory firm. Wimer Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, managing approximately $85.6 million across about 15 accounts. The firm employs fundamental analysis and modern portfolio theory to construct and monitor portfolios, using strategies that include trading equities, fixed income, mutual funds, ETFs, and options.

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 a financial advisor with Share and Harris, L.L.C., holding 21 years of industry experience. He has been with Share and Harris LLC since 1980, contributing over four decades to the firm. Share and Harris, originally established as an accounting practice, provides investment advisory and financial planning services primarily to individual clients. The firm emphasizes comprehensive financial-planning engagements, combining tax and planning expertise with a stepwise planning process and personalized portfolio management.

Gene McGovern is the sole advisor at McGovern Financial Advisors, LLC in Westfield, NJ, holding a Series 65 designation with 10 years of industry experience. He has led McGovern Financial Advisors since its founding in 2014. McGovern Financial Advisors provides fee-only, advice-only financial planning and investment advisory services to individuals and high-net-worth households, focusing on retirement income and investment planning. The firm uses a fundamental, long-term buy-and-hold approach emphasizing asset allocation, and operates under flat-fee, retainer, or hourly arrangements without discretionary investment management or custody of client assets.

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.

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.

David Marks is the sole advisor at One Across Capital, LLC in Maplewood, NJ, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has served as a private investor since 2006 and founded One Across Capital in 2012. One Across Capital provides discretionary investment management to individual and high-net-worth clients, offering customized portfolios with a range of strategies including long/short equity, use of leverage, and options trading. The firm conducts thorough client assessments and internal asset management, emphasizing quarterly account reviews and a disciplined approach to risk.

Anthony Apostolico is the sole advisor at DGM Asset Management, L.L.C. in South Orange, NJ, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with DGM Asset Management since 2000. DGM Asset Management provides discretionary investment management and portfolio supervision to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis supplemented by technical and cyclical methods, offering strategies from long-term holdings to short-term trading, while generally avoiding market timing and tailoring portfolios to client restrictions.

Samia Mahnoor is a financial advisor at United Success Wealth Management with one year of industry experience. She holds a Series 66 designation and previously worked at Spartan Capital Securities, LLC, GroupM/WPP, Xaxis LLC, and OTG Management. United Success Wealth Management provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, trusts and estates, business owners, and corporate entities. The firm uses a combination of fundamental, technical, and macroeconomic analysis alongside Modern Portfolio Theory to build customized portfolios and offers services including discretionary and non-discretionary portfolio management, standalone financial plans, and educational seminars.

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.

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.

Douglas Black is the sole advisor at Springreef LLC in Chatham, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Springreef since 2010. Springreef serves high net worth families and large nonprofit organizations by providing independent consulting services focused on financial advisor evaluations, searches, and ongoing monitoring rather than managing client assets. The firm employs a structured due-diligence process using a 50-point scoring scale to assess advisors and operates on hourly or fixed-fee arrangements, avoiding asset-based compensation.

Emily Jaffe is a CFP® with eight years of industry experience and has been with OFC Financial Planning, LLC since 2017. She holds Series 63 and Series 65 licenses and is based in Short Hills, NJ. Prior to her current role, she took a five-year sabbatical from 2012 to 2017. OFC Wealth Management serves individuals, high-net-worth clients, business entities, and charitable organizations, providing discretionary portfolio management as well as financial planning and consulting on a project or retainer basis. The firm employs diversified investment strategies including equities, fixed income, mutual funds, ETFs, and options, and maintains a range of operational and policy features such as account aggregation through eMoney and explicit client restrictions on portfolio management.

Matthew Alimena is a financial advisor at WealthNest Capital Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WealthNest Capital since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. WealthNest Capital Inc. serves individual and high-net-worth clients, providing tailored financial planning and portfolio management. The firm employs multiple analytical approaches, including fundamental, technical, and quantitative methods, and is notable for offering performance-based compensation arrangements and the use of derivatives and options strategies in separately managed accounts.

Stuart Stern is a financial advisor at Stern Capital Management, Inc. with 30 years of industry experience. He has held Series 63 and Series 65 licenses and has worked at Stern Capital Management since 1999. Stern Capital Management serves individual investors, including high net worth clients, as well as charitable organizations and retirement plan participants. The firm provides portfolio management through model asset-allocation portfolios, financial planning, and rollover guidance, managing approximately $252 million in assets for 645 clients.