Mark Santangelo is a CFP® with 28 years of industry experience, currently operating through Titan Financial Services, LLC. He has held roles at Purshe Kaplan Sterling Investments, Investment Advisors Asset Management, and Royal Alliance Associates. Outside of financial advising, he owns and manages a CPA firm, Marsan Associates, PC. Titan Financial Services, LLC is an independent registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, pension consulting, financial planning, and other consulting services, utilizing a client-specific investment process that combines model asset-allocation portfolios with fundamental, technical, quantitative, and qualitative security analysis.

Erika Safran is a CFP® and Series 63 licensed financial advisor with 14 years of industry experience. She is the sole advisor at Safran Wealth Advisors, LLC, where she has worked since 2009. The firm provides integrated wealth management and financial planning services to individuals, trusts, estates, pension plans, business entities, and charitable organizations. Safran Wealth Advisors manages approximately $120 million in client assets, focusing on long-term, strategic asset allocation using broadly diversified, low-cost mutual funds and ETFs, supported by institutional research and resources.

Steven Rokeach is a CFA® charterholder and the principal advisor at Elliot Investment Management, LLC, with 23 years of industry experience. He founded and has operated the independent firm since 2003. Elliot Investment Management provides ongoing investment supervisory services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis with a range of strategies including options writing, managing portfolios across mutual funds, equities, bonds, fixed income, and select alternative products.

Sean Pullman is a financial advisor at Pullman Wealth in Montclair, NJ, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Glassner Carlton Financial and Wellmont Advisory LLC. Pullman Wealth is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and financial planning services. The firm uses a combination of fundamental and technical analysis within a Modern Portfolio Theory framework to construct portfolios tailored to clients' goals and risk tolerance, offering both discretionary and non-discretionary management alongside formal financial planning.

Zhirun Gao is a financial advisor at Easytransfer Corporation, holding a Series 65 designation and beginning their advisory career in 2025. Prior to joining Easytransfer, Gao was affiliated with various institutions, including Columbia University and Ohio State University. Easytransfer Corporation provides discretionary portfolio management services to individuals, high-net-worth clients, and business entities, focusing primarily on U.S. equities and ETFs. The firm employs multiple analytical methods and both long- and short-term trading strategies, while emphasizing regular monitoring, reporting, and equitable allocation of investment opportunities.

Joseph Thumpasery is a financial advisor at Fourth Wall Advisors LLC in Hoboken, NJ, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Eisler Capital, Bluecrest Capital, and Nomura Asset Management. Outside his advisory role, he manages a passive residential property business. Fourth Wall Advisors LLC is an independent registered investment advisor founded in 2025, serving pooled or institutional mandates as well as individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental-analysis approach with a focus on options contracts, individual equities, and ETFs, managing discretionary portfolios that may be concentrated and are subject to continuous monitoring and annual formal reviews.

Anthony Rouzzo is a CFA charterholder and the sole advisor at Aristo Advisors LLC in New York, NY, with 12 years at the firm and five years of industry experience. His background includes institutional equity research and private portfolio management. Aristo Advisors provides discretionary investment management to individual and high-net-worth clients, focusing on personalized portfolios primarily composed of individual equity securities. The firm employs a research-intensive, value-oriented approach aimed at long-term capital appreciation and typically maintains a very small client base to allow for hands-on management.

Domingo Ramos is a financial advisor at Swapnick, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Prudential, Policygenius, and Havas prior to his current role. Ramos leads the Swapnick Community Foundation, which focuses on financial literacy. Swapnick, LLC is a fee-only investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm employs a buy-and-hold investment strategy with global diversification and active monitoring, operating as a single-advisor practice with no account minimums.

Shahe Galstian is a financial advisor with 15 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at PRUCO Securities, LLC and The Prudential Insurance Company of America since 2013. Galstian is also a licensed insurance producer and participates in industry educational events and conferences. His firm, Galstian, Shahe, provides discretionary investment management through three model portfolios—Conservative, Balanced, and Growth—allocating across stocks, bonds, mutual funds, and ETFs to meet client objectives. The firm serves individuals, high-net-worth clients, and retirement plan participants, emphasizing diversified, model-based strategies with ongoing monitoring and periodic rebalancing.

Dana Johnson is the sole advisor at Johnson Capital Global Advisory L.L.C. in Jersey City, NJ, holding Series 63 and Series 65 registrations with 17 years of industry experience. Prior to founding his firm in 2018, he worked at Wilmington Capital Securities, Santander Securities, Merrill, Chase Investment Services, and Morgan Stanley. Outside of his advisory role, Johnson serves as a substitute teacher. Johnson Capital Global Advisory L.L.C. is an independent registered investment adviser managing approximately $1.2 million for eight clients. The firm offers a bundled wrap-fee investment program that includes financial planning, portfolio management, and brokerage services, focusing on a value-oriented, long-term, and diversified investment approach primarily on a non-discretionary basis.

Frederick Palmerton is the sole advisor at Palmerton Financial Services, LLC, an independent firm based in Newark, NJ. He holds a Series 65 credential and has 21 years of industry experience, including more than two decades leading his own firm since 2002. Palmerton Financial Services, LLC provides discretionary supervisory management of individually managed investment portfolios primarily for individuals, as well as corporations and nonprofit entities. The firm focuses on a long-term investment approach emphasizing fundamental analysis, with portfolios concentrated in a limited number of actively traded equity and convertible securities tailored to client objectives and risk tolerances.

Robert Sefcik is the sole advisor at Main & Wall Capital Management, Corp., an independent firm based in Millburn, NJ. He holds the Series 63, Series 65, and Series 66 designations and has 17 years of industry experience. Sefcik has been with Main & Wall since 2011, working in various capacities including research and development. Main & Wall Capital Management, Corp. provides wealth management and personalized portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a goal-based process focused on capital preservation and risk management, employing behavioral finance concepts and model asset allocation portfolios with both strategic and tactical elements.

Richard Berse is a financial advisor at Northstar Financial Advisors, Inc. with 22 years of industry experience. He holds a Series 65 designation and has been the president of Richard E Berse, CPA, PC, a public accounting and tax planning practice, since 1982. Northstar Financial Advisors serves individuals, trusts, and retirement plans by providing discretionary portfolio management and limited financial planning. The firm emphasizes fundamental, value-oriented analysis with a long-term holding discipline and manages approximately $195 million in discretionary assets.

Asta Sanders is the owner and President of Empowered Retirement, Inc. She brings over 25 years of experience in the financial services industry. She received her Bachelor of Science in Economics from Vilnius University in Lithuania and her CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning in Denver, Colorado, in 2001. In addition, she obtained an Enrolled Agent certification in 2020. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. In addition, she obtained a Certified Private Wealth Advisor® (CPWA®) professional certification administered by the Investments and Wealth Institute® and taught at the Yale School of Management. CPWA® professionals must demonstrate at least five years of client-centered experience and spend a material amount of their business hours working directly with high-net-worth clients. Advisors who have earned the CPWA® credentials have the specialized knowledge and skills to guide sophisticated clients through the accumulation, preservation, and distribution of wealth. She is passionate about helping clients bring all the pieces of their financial life together into a single coherent plan and ensure it evolves in tandem with their changing circumstances. She has guided clients through various investment options to help them reach their goals and fulfill their dreams. After completing your initial plan, we'll work closely with you throughout our relationship. Typical areas in which we provide ongoing advice are: • annual portfolio withdrawal strategies • establishing a spending plan • Roth conversions • establishing when to claim Social Security • selecting pension payment types • transferring and/or consolidating investment accounts • reallocating investment portfolios • determining health insurance options • amending insurance coverage • updating estate documents and beneficiary forms • changing income tax withholding elections When Asta is not helping her clients, you will find her hiking, traveling, or spending quality time with her family and friends.

Prakash Chandak is a financial advisor at Regenesys Capital Management LLC in New York, NY, holding Series 65 and Series 66 designations with two years of industry experience. He previously worked at Goldman Sachs for eight years and has been involved with Umergence LLC since 2024. Regenesys Capital Management LLC serves high-net-worth and ultra-high-net-worth clients, providing discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments. The firm uses a strategic asset allocation framework combined with macro factor–based regime analysis and often employs a manager-of-managers approach with curated third-party managers.

John Eichler is the sole advisor at Omega Strategies LLC, an independent firm, and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at UBS Financial Services and SMBC Nikko Securities America, Inc., and has been lecturing at the Parker College of Business of Georgia Southern University since 2014. His work history also includes time at Montclair Golf Club and a brief period of retirement. Omega Strategies LLC offers discretionary and non-discretionary asset management, financial planning, limited-scope consultations, and project work for individuals and high-net-worth clients. The firm’s approach combines fundamental, technical, charting, and cyclical analyses alongside Modern Portfolio Theory and incorporates options strategies and Sub-Advisors. It also provides a subscription-based newsletter offering market commentary separate from advisory fees.

Brian Deane is a CFP®-certified financial advisor with 12 years of industry experience. He has been the sole advisor at Apostolic Financial Advisors, LLC since 2013. Apostolic Financial Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach, including charting, fundamental, technical, and cyclical analysis, and uses both long-term and active strategies such as short sales, margin transactions, and options writing.

Dushyant Pandit is a financial advisor at Dorchester Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Dorchester Advisors since 2010. Dorchester Advisors LLC provides discretionary investment management, financial planning, and outside money-manager selection for individuals, businesses, trusts, charities, and endowments. The firm serves a range of clients, including high-net-worth households and small pension and profit-sharing plans, using a fundamentally driven, value-oriented investment approach that emphasizes tailored portfolios and routine monitoring.

Martin Fridson is a CFA® charterholder with over a decade of industry experience. He is a principal at Lehmann, Livian, Fridson Advisors, LLC and also serves as sole proprietor and CEO of Fridsonvision LLC and Income Securities Advisors LLC, the latter of which publishes a monthly investment newsletter. Additionally, he works part-time producing research reports and market updates for Porter Research. Lehmann, Livian, Fridson Advisors primarily serves high-net-worth individuals and similar accounts, managing approximately $68 million across about 50 client relationships. The firm employs a top-down macro framework combined with fundamental and technical analysis to construct customized, income-oriented portfolios and offers both discretionary and non-discretionary management, including an automated ETF-based strategy through its LivX Digital Investment Portfolios program.

Deva Panambur is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. Since 2010, Panambur has operated as the sole advisor at Sarsi, LLC, following four years at Neuberger Berman BD LLC. Sarsi, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and institutions, including family offices. The firm integrates strategic asset allocation with both traditional and alternative investments and employs options strategies in separately managed accounts alongside consulting and due-diligence services focused on alternative and private funds.