Bhimeswararao Grandhi is a CFA® charterholder with 11 years of industry experience. He is affiliated with IndoUsequities LLC and has worked at Citigroup Global Markets INC since 2006. IndoUsequities LLC provides discretionary investment management to high-net-worth and accredited individuals, family offices, and pooled investment vehicles, focusing on long/short, hedge-fund-style strategies primarily in the technology, media, and telecom sectors. The firm employs a bottom-up, growth-oriented stock-picking process that includes derivatives and selective short positions to manage risk and pursue absolute returns.

Oscar Casas Jr. is a CFP® with 14 years of industry experience and is currently a principal at Tranquility Path Investment Advisors, LLC. He previously worked at Ernst & Young for eight years. Casas also serves as a volunteer treasurer for a local Cub Scouts pack in Monmouth County, NJ. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to a range of clients including individuals, families, pension plans, and charitable organizations. The firm employs a diversified, passive investment approach based on Modern Portfolio Theory and partners with established sub-advisers such as Dimensional Fund Advisors and Vanguard.

Robert Misner II is a CFA® charterholder with 13 years of industry experience. He has been with Hamilton, Johnston & Co., Inc. since 2006. Hamilton & Company provides independent investment consulting to a select group of endowments, foundations, retirement plans, high-net-worth families, and family offices. The firm focuses on portfolio-level advice, including asset allocation, risk, liquidity, and manager selection, without recommending individual securities or accepting discretionary asset-management authority.

Dhvani Udani is a financial advisor at Unique Financial Advisors LLC with a Series 65 designation and no prior industry experience. Before entering the financial sector, Dhvani worked at Verizon from 2016 to 2024 and is currently engaged in study related to the field. 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 funds and ETFs, complemented by fundamental analysis, and integrates tax services through a separate practice operated by its principal.

Ronald Ciancimino is a financial advisor at Empire Financial Management Company, LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. He has been with Empire Asset Management Company since 2013. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities. The firm’s investment approach includes client-specific asset allocation across various asset classes and strategies, with services tailored to client objectives and constraints.

Robert Morgan is a financial advisor at WBI Investments, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Millington Securities, Inc. and Cowen and Company, LLC. WBI Investments is a fee-only, SEC-registered investment manager serving individuals, institutional clients, and charitable organizations. The firm employs proprietary multi-factor security-selection models combined with active risk management and offers a range of portfolio management solutions including separately managed accounts and advisor-facing optimization programs.

Louis Rettino is a financial advisor at Lighthouse Financial Advisors, Inc. with credentials including Series 65 and Series 63 licenses. He has seven years of experience in the industry, having previously worked at Amherst Pierpont Securities LLC and The Susquehanna International Group of Companies. Lighthouse Financial Advisors serves individuals, high-net-worth clients, affiliated trusts and estates, and charitable organizations by offering comprehensive wealth management, financial planning, retirement plan consulting, and tax preparation. The firm typically allocates investments among mutual funds and ETFs, with smaller positions in equities, bonds, and cash, managing over $1.1 billion in client assets primarily on a non-discretionary basis.

Daniel Lombardozzi is a financial advisor with Paradigm Wealth Advisory LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Garden State Securities, Inc., First Allied Advisory Services, INC., and First Allied Securities, INC. He is also involved with Perennial Planning Partners LLC and Awaye Realty in roles related to insurance and mortgage services. Paradigm Wealth Advisory LLC provides investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, fundamental investment approach, utilizing institutional mutual funds, ETFs, and individual securities tailored to clients’ accumulation or retirement needs.

Alexander Smit is a CFP® professional with six years of industry experience, currently serving at Withum Wealth Management. His prior work includes roles at Pinnacle Associates, Ltd and BDO, USA. At Withum Wealth Management, he is part of a two-advisor team based in Red Bank, NJ. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, and various plan sponsors. The firm employs a goals-based investment process with tax optimization and offers an Integrated Wealth Management platform for clients with over $2 million, combining investment management with comprehensive wealth planning and related advisory services.

Craig Cummings is a CFP®-designated financial advisor with 35 years of industry experience, currently serving at BCS Private Wealth Management since 2018. Prior to joining BCS, he worked at Cantor Fitzgerald & Co. for 24 years. Outside of his advisory role, he is president of RRRAJ LLC, which distributes a daily newsletter. BCS Private Wealth Management serves individuals, corporations, and pooled investment vehicles by providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets using a combination of charting, fundamental, and technical analysis, with a capacity for active trading when appropriate.

David Stanley is a financial advisor with Aegis Wealth Management, Inc. in Grandville, MI. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked in various positions including licensed life insurance agent and roles in construction and hospitality. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers.

William Mcnamara is a Series 65-licensed financial advisor with 17 years of industry experience. He is currently a partner at Woolston, Jensen & McNamara, an accounting firm where he focuses on tax preparation and planning. He has previously worked at Salvus Wealth Management, LLC and several other financial firms throughout his career. Salvus Wealth Management, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, high net worth clients, and various institutional clients. The firm emphasizes tailored portfolio management across multiple asset classes and maintains affiliations with accounting professionals to support its advisory services.

Frank Abella Jr. is a financial advisor with Investment Partners Asset Management in Metuchen, NJ, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Investment Partners Asset Management since 1999 and previously worked for T.R. Winston & Company, LLC for 17 years. He is also involved with Investment Partners Group and Subsidiaries, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing, using strategies such as tactical asset allocation, derivatives, and allocations to mutual funds, ETFs, and private funds.

Carl Basile Jr. is a financial advisor with Empire Financial Management Company, LLC, holding a Series 63 designation and 33 years of industry experience. He has been with Empire Financial Management Company and Empire Asset Management Company since 2016. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with periodic account reviews and the ability to incorporate options, derivatives, and other strategies.

Lena Cazabat is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving at Atlas Private Wealth Advisors since 2016. She also maintains a long-standing affiliation with LPL Financial, where she has worked since 2013. Lena is involved with The Money Honey LLC, a business entity focused on tax and investment purposes. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets and employs a range of investment strategies across LPL Financial-sponsored platforms.

Grace Gallagher is a Series 65 licensed advisor at Zynergy Retirement Planning with two years of industry experience. She has been with Zynergy since 2023 and previously worked at Endless SUP Company. Zynergy Retirement Planning is a fee-only advisory serving individuals and couples near retirement, offering financial planning, discretionary asset management, and integrated tax services. The firm emphasizes diversified, low-cost portfolios primarily made up of index mutual funds and ETFs, combining investment management with bundled tax and estate planning services.

Ron Adelstein is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Colorado Financial Service Corporation since 2012. Outside of his advisory role, he is the owner of RGA Wealth Management Inc. and is involved part-time in an insurance-related business. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, managing accounts on a discretionary or non-discretionary basis without relying on proprietary investment programs.

Matthew Perri is a CFP® with three years of industry experience, currently serving as a financial advisor at Zynergy Retirement Planning in Red Bank, NJ. His prior experience includes roles at Stifel Independent Advisors, LPL Enterprise, and The Prudential Insurance Company of America. Zynergy Retirement Planning is a fee-only advisory that serves individuals and couples near retirement, offering ongoing financial planning, discretionary asset management, and integrated tax services. The firm’s investment approach focuses on diversified, low-cost portfolios primarily made up of index funds and ETFs, combined with regular rebalancing and a higher-touch “Private Office” service that adds estate and generational planning.

John Spring is a CFP® with 28 years of industry experience, currently serving at Epic Wealth Management LLC. He has worked at EPIC Advisory Partners, Fountainhead Capital Management, Chelsea Financial Services, and LPL Financial. Outside of advisory work, he owns Monarch Group J.E.S. LLC, an independent insurance agency selling fixed and health insurance products. Epic Wealth Management provides financial planning and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic approach with a tactical overlay, utilizing model portfolios and third-party sub-advisors, primarily Fountainhead AM, while maintaining ongoing account monitoring.

Steven Tyson is a CFP® professional at Lighthouse Financial Advisors, Inc. with four years of industry experience. Prior to joining Lighthouse, he held roles at The Financial Consulate, Towson University, and Terri Levine: The Business Mentoring Expert. Lighthouse Financial Advisors is a team-based firm managing over $1.1 billion in assets, serving individuals, high-net-worth clients, affiliated trusts and estates, and charitable organizations. The firm provides comprehensive wealth management, financial planning, retirement plan consulting, and tax preparation, typically employing tailored investment strategies with an emphasis on mutual funds and ETFs.