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. Prior to founding his independent advisory firm in 2024, he spent 12 years at Citigroup Global Markets Inc. Wimer Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, applying fundamental analysis and modern portfolio theory. The firm manages approximately $85.6 million across about 15 client accounts and utilizes a range of investment strategies including equities, fixed income, mutual funds, ETFs, and options.

Milan Patel is a Series 65-licensed advisor at Ascent Physician Wealth LLC with one year of experience in financial advising. He has a background in healthcare, having worked at several medical institutions including St. Mary's General Hospital and CHRISTUS Health. Outside of his advisory role, he maintains a senior hospital position. Ascent Physician Wealth LLC provides comprehensive wealth management and discretionary portfolio management primarily to physicians, healthcare professionals, executives, and high-net-worth families. The firm employs a core-satellite investment strategy combining diversified low-cost index funds and selective individual securities, and offers a range of financial planning services including retirement, tax, education funding, insurance, debt management, and estate planning coordination.

Jingshu Zhang is a financial advisor at Guinea Value Investments with a Series 65 designation and four years of industry experience. Prior to founding Guinea Value Investments, Zhang worked at Dorfman Value Investments, Atlas Capital Investment LLC, and held roles in consulting and fund management. Guinea Value Investments provides discretionary portfolio management services for individual and high-net-worth clients, focusing on fundamental analysis and a long-term investment horizon. The firm emphasizes tailored asset allocation and selection, regular monitoring, and performance-based fee arrangements that are uncommon among independent peers.

Michael Walstedt is a CFA® charterholder and the sole advisor at Reliant Wealth Advisory in Hoboken, NJ, with one year of industry experience. His prior work includes roles at Avatar Securities, Emigrant Bank, and US Bank, as well as a four-year period at Rutgers. Reliant Wealth Advisory serves individuals, high-net-worth individuals, families, and small business owners by providing discretionary portfolio management and financial planning, employing a range of analytical approaches to build tailored, long-term oriented portfolios.

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 28 years of industry experience, currently serving as the principal advisor at Mountain Avenue Capital LLC. He has held positions at CIBC World Markets Corp and other firms, and he is also the Chief Executive Officer of the IIT (BHU) Foundation, a 501(c)(3) fundraising organization for his alma mater. Additionally, he acts as a strategic advisor for SRPB LLC, an IT and software services company. Mountain Avenue Capital LLC provides discretionary and non-discretionary asset management and financial planning services primarily to high-net-worth individuals and business clients. The firm combines fundamental analysis with Modern Portfolio Theory to create tailored portfolios and offers both discretionary trading authority and non-discretionary advice, focusing on serving business clients alongside affluent individuals.

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.

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.

Hiram Helm is a financial advisor at Clemensen Capital Company LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Barrow Hanley Mewhinney & Strauss Inc. from 2010 to 2021. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across mutual funds, ETFs, equities, and fixed income, combining fundamental and quantitative analysis to adjust portfolios according to economic and interest-rate cycles.

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.

Chao Xu is a CFA® charterholder with seven years of industry experience. He has been with IONE Capital Management LLC since 2016. IONE Capital Management LLC provides discretionary portfolio management primarily to high-net-worth individuals and pooled investment vehicles. The firm employs a quantitative and systematic investment approach that includes algorithmic asset allocation, statistical alpha strategies, and the use of options and futures, managing accounts on a discretionary basis with explicit risk management policies.

Emily Jaffe is a CFP®-certified financial advisor with nine years of industry experience, currently with OFC Wealth Management in Short Hills, NJ. She has been with OFC Financial Planning, LLC since 2017, following a five-year sabbatical prior to that. OFC Wealth Management advises individuals, business entities, and charitable organizations, providing discretionary portfolio management as well as standalone and retainer-based financial planning services. The firm is noted for its use of options and derivatives strategies within separately managed accounts and incorporates ESG considerations and AI tools according to client direction.

Howard Lisch is the principal of Lisch Investment Management LLC in Jersey City, NJ, with over 31 years of experience in the financial industry. He holds the Series 63 designation and has a background that includes roles at Leigh Baldwin & Co., LLC and Hudson River Investment Group, LLC. In addition to his work in investment management, Lisch is a certified public accountant and a practicing attorney. Lisch Investment Management LLC is a fee-only adviser providing personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach focused on income and growth with globally diversified portfolios and integrates affiliated accounting and legal services into its wealth management offering.

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.

Robert Guerra is the sole advisor at Guerra Pan Advisors, LLC in Montclair, NJ, with 25 years of industry experience. He has held positions at Merrill, Bank of America, N.A., Alden Capital Management Inc., and J. Alden Associates, Inc. prior to founding his current firm. Guerra holds Series 63, 65, and 66 licenses. Guerra Pan Advisors provides investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm uses a combination of fundamental and technical analysis and an internal due-diligence process to construct portfolios, managing approximately $210 million in discretionary client assets, with support from a major custodian.

Kevin Peacock is a CFP® and Series 65-registered financial advisor with nine years of industry experience. He is a managing member and investment adviser representative at Astra Wealth Partners and Astra Capital Management, where he has worked since 2016. In addition to his advisory roles, he owns and manages Astra Tax Partners, LLC, providing tax return preparation and consulting services. Astra Wealth Partners offers wealth management, portfolio management, financial planning, and project-based consulting to individuals, retirement plans, corporations, and charities. The firm employs a strategic asset allocation approach combining passive and active techniques, with a focus on tax efficiency and cost management, and operates a private pooled investment vehicle alongside affiliated tax services.

Alan Starinsky is a financial advisor at Redfield, Blonsky & Starinsky, LLC with 13 years of industry experience. He holds the PFS™ designation and has worked at the firm since 2015. Redfield, Blonsky & Starinsky, LLC provides discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines fundamental investment analysis with CPA expertise to manage tax-sensitive, long-term positions and offers both advisory and accounting services.