Edward Graham is a financial advisor at Global Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Global Wealth Management since 2018. His career also includes roles at Princeton International Properties, Inc. and Graham Capital Management, Inc. Global Wealth Management, LLC manages approximately $245.7 million in client assets and serves high-net-worth individuals, family offices, pension plans, trusts, foundations, and institutional clients. The firm offers discretionary portfolio management and integrated financial planning, implementing customized asset allocations with an emphasis on low-cost mutual funds and ETFs alongside individual equities, bonds, and structured notes.

Abhijeet Mhatre is a financial advisor at HAPPYRICH Capital with six years of industry experience. He holds a Series 65 designation and has worked at MFA Wealth Inc. since 2020, following a 14-year tenure at Morgan Stanley. Outside of his advisory role, he is involved with Onramp Invest, a crypto asset integration platform, as an investor without responsibility for daily operations. HAPPYRICH Capital (MFA Wealth Inc.) provides fee-only investment management and financial planning to individuals, pension and profit-sharing plans, trusts, and other entities, managing approximately $45 million in client assets. The firm emphasizes strategic asset allocation using passive index funds and ETFs combined with tactical active management, and it maintains documented investment policy statements for each client.

Gaurav Lall is a financial advisor with VCP Financial LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at VCP Financial since 2013 and previously at Sterne Agee from 2012 to 2017. Lall is co-founder and managing partner of LIFE 143, LLC, which focuses on life and health insurance sales, and Vessel Capital Management, LLC, a private fund advisory firm. VCP Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm uses a combination of fundamental, technical, and charting analysis and employs various strategies including long- and short-term trading, short sales, and options writing, managing accounts on both discretionary and non-discretionary bases.

Devon Shapiro is a financial advisor at Shapiro Financial Security Group, Inc. with one year of industry experience and a Series 65 designation. Prior to his current role, he worked in various positions including roles at Atlantic Physical Therapy and several educational institutions. Shapiro Financial Security Group provides financial planning, investment management, and consulting services primarily to individual clients. The firm integrates tax preparation and accounting services with its advisory offerings and emphasizes risk management by tailoring portfolios to clients’ risk tolerance and time horizon.

Andrew Novick is a CFP® professional with 23 years of industry experience. He has been with The Investment Connection LLC since 2015 and also works as a contract attorney focusing on estate planning at Brookner Law Offices LLC. The Investment Connection serves individual investors, trusts, estates, qualified retirement plans, and small businesses with discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages portfolios tailored to client objectives, emphasizing low-cost ETFs and tax-aware strategies, and offers unique capabilities through formal affiliations with legal and accounting professionals.

Steven Gitter is a financial advisor with PureVest, LLC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He previously worked at Voya Financial Advisors and Cetera Advisor Networks. Outside of advising, he serves as president of Door Clipper Inc., a local advertising and coupon business. PureVest provides fee-based investment advisory and financial planning services primarily to individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes non-discretionary portfolio management tailored to client objectives, employing a blend of fundamental, technical, behavioral, and quantitative analyses.

Frank Fernandez is a CFP® with seven years of industry experience, currently serving as a financial advisor at PCB Capital LLC. His prior roles include positions at Weingarten Associates LLC and Omni 360 Wealth, Inc. He holds the Series 65 license as well. PCB Capital LLC provides wealth management and financial planning services to individuals—including high-net-worth clients—as well as small businesses, trusts, estates, and non-profits. The firm combines fundamental and technical analysis with asset-allocation principles and modern portfolio theory, utilizing both in-house model portfolios and recommended independent managers.

Kenneth Shapiro is a CFP® professional with 23 years of industry experience and has been associated with Kenneth B. Shapiro & Co., Inc. since 1982. He is based in Hazlet, NJ, and also operates an accounting firm alongside his financial advisory practice. Shapiro Financial Security Group, Inc. provides financial planning, investment management, and consulting services primarily to individual clients. The firm integrates tax preparation and accounting services with its advisory offerings and emphasizes risk management by tailoring portfolios to clients’ risk tolerance and time horizon.

Kirk Loury is a financial advisor at MCM Wealth with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at MCM Wealth since 2022, alongside his longstanding role at Wealth Planning Consulting, Inc. since 2009. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, other RIAs, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite investment approach, offering custom-tailored portfolios that include mutual funds, ETFs, individual stocks and bonds, options-based strategies, and private investments for accredited clients.

Amar Pandit is a CFA® charterholder with five years of experience in the financial industry. He is affiliated with HAPPYRICH Capital and has held executive roles at MFA Capital Private Ltd. and MFA Wealth Solutions Private Limited. In addition to his financial advisory work, he is a co-founder and director of two entertainment companies, Happy Gaana Entertainment Private Limited and Happy Minds Entertainment Private Limited, based in India. HAPPYRICH Capital provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities, managing approximately $45 million in client assets. The firm uses a strategic asset allocation approach combining passive index funds and ETFs with tactical active management, and emphasizes documented client relationships and educational initiatives.

Shyam Sreenivasan is a financial advisor at Quantel Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience at Morgan Stanley from 1996 to 2018. Since 2018, he has also been involved with Quantel AI, Inc. Quantel Asset Management serves mass-affluent and high-net-worth individuals as well as corporations through a digital-only platform offering investment outlooks, non-discretionary advice, and discretionary portfolio management. The firm employs a systematic, quantitative process using fundamental, technical, and sentiment analysis to construct portfolios aligned with various investment themes.

Tamir Shabat is a financial advisor at VCP Financial LLC with 17 years of industry experience. He holds a Series 63 designation and has been with VCP Financial since 2013. Outside of his advisory role, Shabat is a co-founder and managing partner of LIFE 143, LLC, which focuses on life and health insurance sales, as well as Vessel Capital Management, LLC, where he is involved in client portfolio management for private funds. VCP Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a range of investment strategies including fundamental, technical, and charting analysis, and manages accounts on both discretionary and non-discretionary bases.

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.

Jeremiah Walter is a financial advisor at Halberstadt Financial Consultants Inc in Princeton, NJ, holding a Series 65 designation with seven years of industry experience. He has been with Halberstadt Financial Consultants since 2012. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services primarily to individual clients and a variety of institutional and business entities. The firm combines investment, tax, and insurance services and offers both discretionary and non-discretionary account management.

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.

Donald Albach is a financial advisor with Millstone Financial Group in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Millstone Financial Group since 2012 and previously spent six years at Guardian Life. Outside of his advisory role, he manages an LLC that collects vested insurance commissions. Millstone Financial Group serves individual investors, business owners, and retirement plans, offering a range of services including discretionary and non-discretionary asset management, financial planning, and ERISA plan consulting. The firm’s investment approach is tailored to client objectives and risk tolerance, utilizing fundamental, technical, and cyclical analysis, with ongoing oversight of delegated portfolio managers.

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.

Jeanette Lucas is a CFP® with 16 years of industry experience and has been with Condor Capital Management since 2005. She is based in Martinsville, NJ, and holds a Series 65 credential. Condor Capital Wealth Management serves individuals, including high-net-worth clients, as well as business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only portfolio management, financial planning, and pension consulting, utilizing a range of investment vehicles and employing AI tools alongside human oversight.