Prem Hira is the principal and sole advisor at Investry, LLC, an independent registered investment advisory firm. He holds a Series 65 designation and has five years of industry experience. Prior to founding Investry in 2020, he was involved with Hira Investments, LLC, a family-managed private investment fund, where he performs administrative duties outside of trading hours. Investry, LLC manages approximately $9.63 million in discretionary assets for a small client base, offering portfolio management, financial planning, and tax preparation services. The firm generally employs a passive investment strategy using index funds and ETFs, with the option for socially responsible investing based on client preferences.

Edward Papier is a financial advisor at Amadeus Wealth Alternatives, Inc. in Hackensack, NJ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been associated with Amadeus Wealth Advisors entities since 2014. Outside of his advisory role, he serves as a CFP at Livingston Wealth Management LLC, a non-investment related activity. Amadeus Wealth Alternatives provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management across public equities, fixed income, and a broad range of alternative investments, with a focus on tailored investment policy statements and a long-term buy-and-hold strategy.

Yaakov Barr Zvulun is the principal of Barr CPA LLC in Ridgewood, NJ, holding the PFS™ designation with 12 years of industry experience. He has been with Barr CPA LLC since 2005, overseeing a firm that provides accounting, tax, and financial planning services. Barr CPA LLC serves individuals, including high-net-worth clients, charities, and business entities, focusing on individualized financial plans, tax planning, business valuation, and forensic accounting. The firm operates on a fee-only basis without custody of client assets or discretionary trading, emphasizing long-term, buy-and-hold investment recommendations and tax-aware planning.

Guoqing Ouyang is the principal of Density Capital LLC and holds a Series 65 designation. He has experience in hospitality consulting and related industries dating back to 2007, including roles with Shenzhen Hezong Hotel Management Consultancy, Prudential Hong Kong Limited, and United Hotel Consultancy LLC. Ouyang has also worked as an independent investment manager and held positions outside traditional advisory firms, such as with Uber and Dynasty Consultants International Limited. Density Capital LLC is a discretionary portfolio manager serving primarily individual and high net worth clients. The firm employs a long-term, fundamentally driven approach focused on financial-statement and credit analysis for equity and fixed-income selection, tailoring portfolio allocations to each client’s objectives and risk tolerance.

Michael Casper is a CFA® charterholder affiliated with the independent firm Casper, Michael J. He has five years of industry experience, previously working at Lehman Brothers Holdings Inc for three years. He operates Light Macro Capital, where he provides discretionary investment management. Light Macro Capital serves high-net-worth individuals and qualified entities through a quantitative and qualitative macro relative-value strategy focused on developed-market sovereign bond futures and foreign exchange. The firm manages concentrated portfolios with defined risk controls and emphasizes specialized data and a futures-only fixed-income derivatives approach.

Fiduciary Financial Planner for New Jersey Widows, Special Needs Families, and Inheritances Nicholas J. Scheibner, CFP®, EA For 14 years I’ve worked in the same investment management company. I had become very comfortable with my career, my family, and my life. Then, my father was diagnosed with Pancreatic cancer in January of 2023. He passed away 3 months later. I’ve learned that “Life is short.” I believe that you need to give this life the best chance you have at continued growth and success. Leave nothing on the table. That is why I founded Supportive Financial, LLC. A New Jersey Registered Investment Advisory firm specializing in Annual Tax Advice, Social Security strategies, and Required Minimum Distribution planning. Although I work with many different people, I feel my best work is helping widows, special needs families, and those who have recently lost a parent. Our Investment Philosophy focuses on low expense ratio index funds, tax-efficiency, and purpose-based allocations. My contact information is below: 201-581-0002 (Call or Text) [email protected].  If after our discussion, I am not the right person for you, I will help you find someone who is.

Jonathan Russo is a financial advisor at LightedWay Advisory Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and Global Retirement Partners, LLC. LightedWay Advisory Services provides discretionary portfolio management primarily to individuals and high-net-worth clients, as well as consulting services to pension and employee benefit plans and charitable organizations. The firm employs model allocations and a long-term trading approach based on multiple analytical methods, maintaining a high client count supported by standardized processes and model portfolios.

Danilo Santiago is a financial advisor at Rational Investment Methodology, holding a Series 65 designation with eight years of industry experience. He has been with Rational Investment Methodology since 2016, where he is the sole advisor. Rational Investment Methodology offers discretionary portfolio management for qualified individual investors, employing predefined risk-profile strategies and proprietary discounted dividend models across select consumer and industrial sectors. The firm uses a rule-based investment approach with algorithmic execution and applies performance-based compensation for qualified clients.

Lawrence Tankel is the principal of LT Advisors LLC, an independent advisory firm based in New City, NY. He holds Series 63 and Series 65 licenses and has four years of industry experience, including five years at Goldman Sachs. In addition to his advisory role, he owns and operates Lawrence Tankel CPA, P.C., where he provides tax preparation, accounting, and consulting services. LT Advisors LLC offers discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm manages approximately $53.5 million across 17 accounts, employing fundamental and technical analysis tailored to each client’s objectives, with portfolios that may include derivatives, options, and leverage when appropriate.

Jason Hochstadt is a CFP® with 22 years of industry experience and has been the sole advisor at Jedi Management, Inc. since 2000. He also serves as the chief executive officer of Lifeco Associates, Inc., an independent insurance agency specializing in life, disability income, and long-term care insurance. Jedi Management, Inc. provides investment advisory services, qualified retirement plan consulting, financial and estate planning, and business consulting to individual investors and institutional plan clients. The firm offers discretionary portfolio management using a blend of actively managed and index funds, ETFs, and U.S. Treasury securities, and has a particular focus on qualified plan consulting, including serving in ERISA capacities such as a 3(38) investment manager.

Robert Buonanno is a financial advisor at Genesis Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co. Inc., B. Riley Wealth Advisors, and Merrill. In addition to his advisory role, he is involved with Legacy Trust and Capital Partners in a referral capacity. Genesis Financial Group provides portfolio management and investment analysis to individuals, including high-net-worth clients, and small businesses. The firm employs a model-based investment approach combining quantitative, fundamental, technical, economic, and charting analyses to guide discretionary portfolio decisions.

Michael Pappas is the sole advisor at Michael Pappas Advisor LLC in Bedford, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has operated his independent advisory firm since 2014. Michael Pappas Advisor LLC provides portfolio management services to individual and high-net-worth clients, advising on mutual funds, fixed income, equities, ETFs, and Treasury Inflation-Protected securities. The firm uses a combination of econometric and quantitative analysis with fundamental, technical, and cyclical methods, emphasizing large- and mid-cap value exposures and including options trading strategies.

Maria Lebron is a financial advisor with LeBron Financial Services, Inc. in Congers, NY. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Her career includes roles at Prudential Insurance Company of America and Prudential Investment Management Services, LLC from 2004 to 2022, as well as positions with GWFS Equities, Inc. and Empower Advisory Group. LeBron Financial Services provides financial planning and portfolio management to individual clients, including high-net-worth individuals, and offers retirement plan advisory and education services to small and medium-sized businesses, nonprofits, and other entities. The firm employs a Modern Portfolio Theory-based investment approach with a focus on asset allocation, diversification, and the use of third-party managers and analytics, alongside retirement plan consulting and fiduciary support under ERISA.

Andrew Gold is a financial advisor at Future Proof Consulting Group LLC in White Plains, NY, holding a Series 65 designation. He has one year of industry experience and concurrently maintains academic roles at Lehman College and previously at Hillsborough Community College. Future Proof Consulting Group LLC provides fee-only financial planning and non-discretionary investment advice to individuals, families, educators, entrepreneurs, small business owners, and retirees. The firm emphasizes a structured, evidence-informed planning process called the Future Proof Blueprint™, focusing on long-term passive strategies, tax awareness, and comprehensive financial planning delivered collaboratively without discretionary asset management.

Jeffrey Siegel is the sole advisor at Pyramid Peak Capital, LLC in Irvington, NY, holding a Series 65 designation with 13 years of industry experience. He has been with Pyramid Peak Capital since 2012 and previously worked at 52 Capital LLC from 2019 to 2025. Pyramid Peak Capital provides discretionary portfolio management primarily to individuals, high-net-worth clients, and trusts, with a focus on concentrated equity selection combined with an active options overlay. The firm employs derivatives and authorized borrowing within separately managed accounts and offers performance-based fee arrangements for qualified clients.

Thinley Wangchuk is the sole advisor at Wangchuk Capital, LLC, holding a Series 65 designation with three years of industry experience. He has managed Wangchuk Capital since its founding in 2014. Wangchuk Capital provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs a fundamental analysis-based investment process that includes long-term and short-term trading strategies across various asset classes, including mutual funds, equities, fixed income, real estate funds, ETFs, and non-U.S. securities.

Maximilian Cavallo is a financial advisor at Northbridge Wealth Management LLC with 11 years of industry experience. His prior roles include positions at Needham & Company, LLC, Morgan Stanley, and J.P. Morgan Securities LLC. Northbridge Wealth Management LLC provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, employing a long-term, asset-allocation approach with discretionary portfolio management.

Ichiro Munakata is the sole advisor at Munakata Associates LLC, an independent firm located in Rye, NY. Holding a Series 66 designation, he has 20 years of industry experience, including nine years at HSBC Securities (USA) Inc. prior to founding his current firm in 2016. He also serves as a co-trustee for the DM 2012 Trust Second Amendment and Restatement in Brookline, MA. Munakata Associates provides investment advisory and portfolio management services primarily to high-net-worth individuals, charitable foundations, and trusts. The firm employs a variety of security analysis methods and tailors strategies to each client’s objectives, maintaining regular reviews and permitting clients to select their own custodians and brokers.

Rocco Santomenno is the sole advisor at Rocco R. Santomenno, an independent firm based in Fair Lawn, NJ. He holds over 14 years of industry experience and has been practicing as a sole practitioner since 1975. In addition to his advisory work, he serves as president of Gold Ring Investments, Inc., a mortgage placement business. The firm provides discretionary portfolio management focused on publicly traded equities for individuals, trusts, and pension or profit-sharing plans. It emphasizes fundamental equity analysis and manages approximately eighty client accounts with just over $50 million in assets under management.

Michael Dymant is the sole advisor at The Eastrade Asset Management Corporation, holding a Series 63 designation with four years of industry experience. He has been with the firm since 1996. The Eastrade Asset Management Corporation provides investment advisory and portfolio management services to individuals, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses fundamental analysis and combines long-term and short-term strategies to create customized portfolios, with a focus on serving charitable organizations and pension or profit-sharing plans.