Yash Niphadkar is a CFP® with 12 years of industry experience, currently serving at Excel Capital Management Corp since 2021. His prior roles include positions at Lenox Wealth Advisors, First Republic Securities Company, Bank of America, and Merrill Lynch. Excel Capital Management Corp. provides discretionary investment management and financial advice primarily to high-net-worth individuals, trusts, small businesses, and corporations. The firm employs a core-and-satellite investment approach, managing approximately $175 million in client assets with custody held by third-party custodians.

Barbara Cavagnaro is a financial advisor at Halberstadt Financial Consultants Inc in Princeton, NJ, holding a Series 65 designation with seven years of industry experience. She has been with Halberstadt Financial Consultants since 2000. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services to individual clients, including both high-net-worth and non-high-net-worth individuals, as well as institutional and business entities. The firm integrates investment, tax, and insurance services, offering a range of strategies and maintaining credentialed professionals to support these capabilities.

Vincent Polidori is a financial advisor with ValuEngine Capital Management LLC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. His career includes roles at TSG Alpha Partners, IGM Brokerage, Ceros Financial Services, and Petersen Investments. Outside of finance, he serves as a consultant for J. Hilburn, a men's custom clothing company. ValuEngine Capital Management serves individual and high-net-worth investors as well as pension and profit-sharing plans, providing tailored portfolio management based on clients’ goals, time horizons, and risk tolerance. The firm utilizes fundamental analysis, quantitative methods, and modern portfolio theory, offering discretionary asset management and an automated program through Schwab’s Institutional Intelligent Portfolios platform.

Maha Gannavaram is a financial advisor at Unique Financial Advisors LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Verizon for 20 years. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-HNW clients. The firm primarily employs passive investment management using index mutual funds and ETFs, combined with fundamental analysis, and integrates tax services through its principal’s separate tax practice.

Daniel Walter is a CFP® professional with two years of experience at Halberstadt Financial Consultants Inc. He has worked at Halberstadt Financial Consultants since 2023 and has a background in real estate sales with RE/MAX since 2015. Walter is also involved in insurance sales through Halberstadt Insurance Services, LLC. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services to individual and institutional clients. The firm integrates investment advisory with tax preparation and insurance services, serving a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations.

Fred Busler Jr. is a financial advisor at Augulis Financial Firm, L.L.C. in Warren, New Jersey, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Augulis Financial Firm since 2016. Outside of advising, he is also an insurance agent specializing in fixed insurance sales and works as a tax preparer. Augulis Financial Firm provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm’s goal-driven investment approach incorporates fundamental and technical analysis, tailored asset allocation, and may involve sub-advisors, while also offering educational seminars and comprehensive financial planning.

Anil Kothari is a CFA® charterholder with three years of industry experience, currently serving at HAPPYRICH Capital. His prior roles include positions at MFA Wealth Inc., MFA Capital Private Ltd., and MFA Consulting Private Ltd. Outside of his advisory work, he is involved with MFA Capital Private Ltd. in India, where he performs investment research and analysis to support mutual fund distribution. HAPPYRICH Capital provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities. The firm’s investment approach combines strategic asset allocation with passive index funds and ETFs alongside tactical use of actively managed funds.

Nicolas L'ecuyer is a financial advisor at Giverny Capital Advisors with 10 years of industry experience. He holds the Series 65 designation and has been associated with Giverny Capital Inc since 2005. Giverny Capital Advisors provides discretionary investment management on a fee-only basis to individuals, trusts, and institutional entities. The firm manages relatively concentrated equity portfolios using a value-investing approach based on fundamental research and a long-term “Master Portfolio” model customized for each client.

Ronica Sethi is a financial advisor with Global Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. She has held roles at Satva Advisors LLC, where she is the owner, president, and CEO, as well as previous positions at CFO Strategies LLC and Princeton University. Outside of her advisory work, she leads an NJ-registered RIA business, overseeing all aspects of its operations. Global Wealth Management, LLC is an SEC-registered investment adviser managing approximately $245.7 million in client assets with three advisors. The firm serves high-net-worth individuals, family offices, pension plans, trusts, and foundations through discretionary portfolio management, integrated financial planning, and advanced pension consulting, employing customized investment strategies with broad diversification and active oversight.

We focus on helping you make the most of your retirement resources in a tax-efficient way. Our specialty is retirement income planning, aka decumulation planning…how to best live off your nest egg and other sources of retirement income. We take a comprehensive approach to optimizing all of your available resources to help you most effectively achieve your retirement goals. Our holistic process integrates cohesive consideration of Social Security benefits, pensions, investments, real estate, annuities, insurance, work wages, etc. to maximize your retirement income. Furthermore, we carefully consider tax-minimization throughout each step of our process. We provide ongoing tax-efficient retirement planning and investment management. Unlike most advisors, our fee is not a percentage of your investable assets. We feel that method often overcharges clients who have been diligent savers but who do not have complex financial lives. Instead, our fee is a fair and transparent fixed annual amount.

Susan Mullin is a financial advisor with Nigido Mullin Investment Strategies, LLC, holding a Series 65 credential and over 20 years of industry experience. She has been with Nigido Mullin since 2002 and is also the president of Mullin Marketing Management, Inc., a marketing consulting firm she has led since 1999. Nigido Mullin Investment Strategies, LLC manages discretionary investment portfolios for individuals, trusts, estates, pension plans, and IRAs, focusing on tailored portfolios that align with client objectives and risk tolerances. The firm operates with a three-advisor team, maintains a small client roster, and bases investment decisions on fundamental analysis.

Anfernee Williams Murden is a financial advisor at Bergamot Asset Management LP with a Series 65 designation and one year of industry experience. Prior to joining Bergamot, he worked in various roles including positions at Stretch Labs, Philadelphia Country Club, Dicks Sporting Goods, and the University of Pittsburgh. Bergamot Asset Management LP provides discretionary and non-discretionary investment management to institutional and high-net-worth clients through pooled private funds and separately managed accounts. The firm combines fundamental research with quantitative tools across public long/short equity and private equity strategies, and manages several niche pooled vehicles despite its small advisory team.

Wayne Schorpp is a CFP® professional with 21 years of industry experience and is the managing partner at Schorpp, Collier, a CPA firm where he has been a partner for approximately 16 years. He has been with Schorpp, Collier since 1997 and manages both accounting and practice operations. Schorpp Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing a passive, asset-class investment approach focused on diversification, low costs, and tax considerations. The firm also integrates insurance products into its financial planning process and offers specialized college financial planning services.

Smara Savoy is a financial advisor at WE Financial Group with a Series 65 credential and one year of industry experience. Prior to joining WE Financial Group, Savoy worked at Oui Financial and was self-employed. Before transitioning to finance, Savoy spent nine years at Nestlé USA. WE Financial Group provides discretionary investment management, financial planning, and estate-planning coordination for individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing both long-term and short-term strategies, including options-based approaches and third-party managers.

Francois Rochon is a financial advisor at Giverny Capital Advisors with 11 years of industry experience. He holds a Series 65 designation and has been involved with Giverny Capital Inc since 1999. Rochon is also a majority owner of Giverny Capital, Inc., which holds a 50% interest in Giverny Capital Advisors LLC, where he serves as a part-owner with limited administrative responsibilities. Giverny Capital Advisors provides discretionary investment management to individuals, trusts, and select institutional clients, focusing on concentrated equity portfolios of 20–30 positions. The firm employs a value-investing approach based on fundamental research and manages client accounts with a long-term, low-turnover strategy tailored to individual client constraints.

Danny Yu is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Hillcrest Wealth Advisors - NY, LLC since 2018 and previously worked at EisnerAmper Wealth Advisors, LLC from 2015 to 2018. Hillcrest Wealth Advisors - NY, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, executives, employees, endowments, and trusts. The firm manages accounts using a mix of ETFs, mutual funds, and third-party separate account managers, emphasizing core index ETF exposures for large-cap equities and satellite sector ETF allocations.

Jean Philippe Bouchard is a financial advisor at Giverny Capital Advisors with 11 years of industry experience. He holds a Series 65 designation and has been associated with Giverny Capital Inc. since 2003. Giverny Capital Advisors provides discretionary investment management on a fee-only basis to individuals, trusts, and institutional entities, focusing on relatively concentrated equity portfolios typically consisting of 20–30 stocks. The firm follows a value-investing approach grounded in fundamental research and uses a long-term “Master Portfolio” model customized for each client, with regular performance reporting relative to the S&P 500 benchmark.

Thomas Scotto is a financial advisor with Trustee Empowerment & Protection, Inc. He holds a Series 66 designation and has 16 years of industry experience. Scotto has operated Thomas Scotto Consultants, LLC since 2005, which focuses on third-party marketing and group health insurance for union clients. He also works in business development for a law firm specializing in securities litigation. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors and trustees, as well as individual investors, through an internet-based platform that connects clients to a network of registered investment advisers. The firm uses a patented decision-assistance tool to help clients evaluate and compare investment options while maintaining client decision-making authority.

James Geygan is a financial advisor at Global Value Investment Corporation with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Funds Distributor, LLC. Geygan serves as a board member of Commerce Media Solutions. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, pooled vehicles, pension, and charitable clients. The firm employs fundamental analysis with both short- and long-term strategies, managing portfolios on a discretionary basis tailored to client needs.

Daniel Spiegel is a financial advisor at VCP Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VCP Financial since 2013 and Sterne Agee from 2012 to 2017. Outside of his advisory role, Spiegel is a co-founder and managing partner of LIFE 143, LLC, a life and health insurance business, and Vessel Capital Management, LLC, where he is involved in client portfolio management for related private funds. VCP Financial LLC offers portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages accounts on both discretionary and non-discretionary bases.