Gary Feldman is the sole advisor at Grand Ridge Capital, LLC, a state-registered independent investment adviser based in Roseland, NJ. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been managing Grand Ridge Capital since 2005. Grand Ridge Capital manages approximately $4.95 million across nine client accounts, serving high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm primarily manages accounts on a non-discretionary basis and employs a range of investment strategies including fundamental research, technical analysis, and allocations to independent managers and alternative investments.

Chiangtim Chen is a financial advisor at ZIHUITRADING LLC, holding Series 63 and Series 65 credentials with three years of industry experience. He has been with ZIHUITRADING LLC since 2012. ZIHUITRADING LLC provides discretionary and non-discretionary portfolio management and investment advice primarily to Chinese-speaking immigrants in the U.S. and Chinese residents outside the U.S. seeking diversification into the U.S. equity market. The firm uses both technical and fundamental analysis and employs a range of strategies tailored to client suitability, focusing on active trading tools and maintaining a compact client roster.

William Keller is a financial advisor at Keller Wealth Management LLC in Whippany, NJ, holding a Series 65 credential with five years of industry experience. His prior experience includes roles at Prudential Financial and Primerica, and he is also employed as a manager at Mondelez International. Keller maintains an independent insurance practice alongside his advisory work. Keller Wealth Management LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, and business clients. The firm offers specialized pension consulting and serves as a fiduciary to qualified retirement plans, employing a blend of fundamental and cyclical investment analysis with a variety of holdings including mutual funds, ETFs, and options.

Matthew Epstein is a CFA® charterholder with six years of industry experience. He is the sole advisor at Newstead Capital Management, an independent firm, and previously worked at 180 Degree Capital Corp. and Evermore Global Advisors LLC. Newstead Capital Management provides discretionary investment management primarily for high-net-worth individuals and institutional clients. The firm employs a high-conviction, concentrated investment strategy focused on smaller market-cap companies, combining fundamental, cyclical, and legal analysis in its portfolio decisions.

Colin Slabach is a CFP® professional at Meridian Atlas Planning with one year of industry experience. He holds a doctorate in personal financial planning and has served as a university professor at New York University since 2022. Prior to that, he was affiliated with The American College of Financial Services and Texas Tech University. Meridian Atlas Planning is an independent, fee-only firm that provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an investment approach based on asset allocation, blending passive and active strategies rooted in fundamental analysis and Modern Portfolio Theory, with an emphasis on discretionary portfolio management and personalized investment policies.

I'm Rob Tucker, the founder of Tucker Wealth Advisory. I am a CFA® Charterholder. I spent 35 years in financial services after obtaining my MBA in Finance from Wharton. Having transitioned from life in large corporations, I am enjoying this phase of my career and the opportunity to help people chart their financial lives with confidence. I enjoy building relationships and hope that we have an opportunity to work together. Most recently, I have worked at BNY Mellon Wealth Management, JP Morgan and Bank of America/Merrill Lynch. I started my career as an engineer in the energy industry. I've got a quantitative edge. Numbers are important but are only part of the story, and I enjoy making complex topics simple and actionable for my clients. Born and raised in New York City, I have lived in New Jersey for many years where my wife Suzanne and I raised our two lovely daughters and now share our home with our rescue dog named Teddy. I look forward to meeting you and seeing what we can accomplish together. I listen carefully and provide a calm judgement-free environment with a strong quantitative approach. Pricing is flexible, with engagement options including project-based, hourly or on-going. Some of my services are: - Retirement Planning - Tax Planning - Investment advice - Retirement account analysis and strategies - Advice regarding Social Security and Medicare programs - Budgeting and cash management - Insurance reviews and analysis

Charles D'angelo is a CFA® charterholder serving as the sole advisor at Westmount Capital Group LLC with four years of industry experience. His prior work includes roles at Cantex Holdings II, LLC and Alexandria Capital, LLC. In addition to his advisory work, he is involved in a real estate consulting practice. Westmount Capital Group LLC provides investment advisory and wealth management services primarily to high-net-worth individuals, family offices, trusts, and estates. The firm combines fundamental and quantitative analysis to pursue strategies including long-term equity and fixed income investing, tactical asset allocation, and alternative investments, generally managing client accounts on a discretionary basis.

David Cohen is a financial advisor with Sterling Financial Management, Inc. in Morristown, NJ, holding a CFP® designation and Series 63 and 65 licenses. He has 31 years of industry experience and has been affiliated with SagePoint Financial, Inc. since 2009 and OSAIC since 2023. Cohen is also the owner and president of Sterling Financial Management, where he oversees all duties associated with the registered investment advisory firm. Sterling Financial Management serves individuals, trusts, and retirement plans with customized financial planning, hourly consulting, and investment advisory services. The firm employs both fundamental and technical analysis, generally favoring mutual funds and ETFs in long-term strategies, and manages accounts on a non-discretionary basis with regular client reporting.

Matthew Sola is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Ironbound Advisory LLC since 2019. His prior experience includes eight years at Eagle Strategies, LLC, followed by two additional years at the same firm. Outside of his advisory role, he volunteers as a class officer and board member for Cornell University alumni organizations. Ironbound Advisory provides financial planning and portfolio management services to individuals, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory to tailor investment strategies across various asset classes, offering both discretionary and non-discretionary account management.

Isaiah Adams is a financial advisor at BA Global Capital with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as in healthcare and corporate roles. BA Global Capital is an independent, state-registered investment adviser that serves individuals and institutional clients, including pension and profit-sharing plans and charitable organizations. The firm focuses on passive investment management using index funds and ETFs, supplemented by fundamental and technical analysis, and offers tailored portfolio management and financial planning services.

Maxime Kasanda is the principal of Kasanda Capital with 13 years of experience in the financial industry. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015. In addition to his advisory role, Kasanda is a licensed insurance agent and owns a talent representation company called Millie Management. Kasanda Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of analytical methods and offers discretionary portfolio management alongside one-time and ongoing financial planning.

Keun Soo Kim is a financial advisor at Klimax Wealth Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Klimax Asset Management, LLC since 2004. Klimax Wealth Management, LLC is an independent, single-advisor registered investment adviser serving individuals, high net worth clients, trusts, charitable organizations, and pension/401(k) plans. The firm provides financial planning and consulting services alongside non-discretionary investment management, with a focus on pension and 401(k) plan consulting in addition to individual portfolio management.

Vincent Grosso is a CFP® and holds a Series 66 license with six years of industry experience. He is the founder of Grosso Wealth Management LLC in Montclair, NJ, where he has worked since 2022. Prior to founding his firm, he spent three years at Kestra Private Wealth Services. Outside of his advisory role, Grosso is the President of the Joanne Grosso Foundation Inc. Grosso Wealth Management LLC is an independent, fee-only registered investment adviser that provides financial planning, discretionary portfolio management, and retirement plan consulting to individual clients and employer plan sponsors. The firm typically employs long-term, passive buy-and-hold strategies using mutual funds and ETFs and offers project-based planning, educational seminars, and fiduciary retirement plan services.

Michael Nisiotis is a financial advisor with Nisiotis, Michael, holding a Series 65 designation and five years of industry experience. He has served as Managing Director and President of Michael Anthony & Associates since 2002, a management consulting firm focused on project and process management for new products and services. Surpass Yourself Advisors provides financial and retirement planning, education, and coaching to individuals, families, small businesses, and organizations through virtual one-on-one sessions, webinars, and workplace programs. The firm emphasizes asset allocation with diversified, primarily passive portfolios and operates on flat or hourly fees without managing client assets or accepting discretionary authority.

Eric Gabor is a Certified Financial Planner® and holds a Series 66 license. He is the sole advisor at Eagle Grove Advisors LLC, an independent firm based in Westfield, NJ, and has 14 years of industry experience. He has led Eagle Grove Advisors since its founding in 2016. Eagle Grove Advisors serves individual and high-net-worth clients by providing discretionary investment management and various financial planning services. The firm employs a primarily passive investment strategy, using diversified portfolios of index mutual funds and ETFs tailored to clients’ goals and risk tolerances, with regular portfolio reviews and rebalancing as needed.

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.

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.

Priyanka Ranjan is a financial advisor at Pioneer Advisory LLC holding a Series 65 designation with experience at Goldman Sachs & Co. LLC, Venerable, J.P. Morgan Chase & Co., and Fidelity Investments. Prior to entering the industry, Ranjan completed five years of full-time education. Pioneer Advisory operates PiTrade, an SEC-registered internet investment adviser delivering automated, algorithm-driven portfolio management and copytrading through a mobile application. The firm uses a subscription-based model and provides continuous automated advisory services with real-time monitoring and adjustments to align with client risk tolerance and objectives.

Martin Costello is a financial advisor with Preakness Retirement Advisors, LLC in Verona, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Aura Financial Services, Inc. since 2005. Preakness Retirement Advisors offers diversified asset-allocation advice and financial planning to individuals, qualified retirement plans, trusts, estates, corporations, and other business entities. The firm emphasizes a non-discretionary investment approach using low-expense index funds and combines fundamental and technical analysis within a modern portfolio theory framework.

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.