Edward Papier is a financial advisor at Amadeus Wealth Alternatives, Inc. in Hackensack, NJ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been associated with Amadeus Wealth Advisors entities since 2014. Outside of his advisory role, he serves as a CFP at Livingston Wealth Management LLC, a non-investment related activity. Amadeus Wealth Alternatives provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management across public equities, fixed income, and a broad range of alternative investments, with a focus on tailored investment policy statements and a long-term buy-and-hold strategy.

Yaakov Barr Zvulun is a PFS™ credentialed advisor with 11 years of industry experience. He has been with Barr CPA LLC since 2005. The firm provides accounting, tax, and financial planning services to individuals, high-net-worth clients, charities, and business entities. Barr CPA LLC focuses on individualized financial plans, tax planning, business valuation, and forensic accounting, offering long-term, buy-and-hold investment recommendations without discretionary trading or custody of client assets.

Fiduciary Financial Planner for New Jersey Widows, Special Needs Families, and Inheritances Nicholas J. Scheibner, CFP®, EA For 14 years I’ve worked in the same investment management company. I had become very comfortable with my career, my family, and my life. Then, my father was diagnosed with Pancreatic cancer in January of 2023. He passed away 3 months later. I’ve learned that “Life is short.” I believe that you need to give this life the best chance you have at continued growth and success. Leave nothing on the table. That is why I founded Supportive Financial, LLC. A New Jersey Registered Investment Advisory firm specializing in Annual Tax Advice, Social Security strategies, and Required Minimum Distribution planning. Although I work with many different people, I feel my best work is helping widows, special needs families, and those who have recently lost a parent. Our Investment Philosophy focuses on low expense ratio index funds, tax-efficiency, and purpose-based allocations. My contact information is below: 201-581-0002 (Call or Text) [email protected].  If after our discussion, I am not the right person for you, I will help you find someone who is.

Truman Hobbs III is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Boyar Value Group, Overbrook Management Corporation, and currently leads TwentyThree Advisory. Truman serves on the Board of Directors of The Adwell Corporation, where he acts as Treasurer and an Executive Committee Member. TwentyThree Advisory provides portfolio management services primarily to high-net-worth individuals, focusing on long-term equity investments supported by fundamental analysis. The firm offers both discretionary and non-discretionary arrangements and maintains a small, concentrated client base.

Linda Krayton is the principal advisor at E.C. Krayton Associates, Inc., an independent firm where she has worked since 1993. She has 22 years of industry experience. In addition to her advisory role, she is president of a separate tax preparation business operated part-time by an employee. E.C. Krayton Associates, Inc. provides discretionary portfolio management for individuals, families, trusts, and estates, focusing on long-term, income-oriented investments tailored to client goals and risk tolerance. The firm manages a small client base with portfolios that may include equities, bonds, municipal and U.S. government securities, certificates of deposit, and interests in partnerships such as oil and gas.

Danilo Santiago is a financial advisor at Rational Investment Methodology, holding a Series 65 designation with eight years of industry experience. He has been with Rational Investment Methodology since 2016, where he is the sole advisor. Rational Investment Methodology offers discretionary portfolio management for qualified individual investors, employing predefined risk-profile strategies and proprietary discounted dividend models across select consumer and industrial sectors. The firm uses a rule-based investment approach with algorithmic execution and applies performance-based compensation for qualified clients.

Arthur Flores is a CFP® and holds a Series 66 license, with six years of industry experience. He is the principal advisor at Flores Wealth Planning, LLC, an independent firm based in New York, NY. Outside of his advisory work, he serves part-time as a family life and personal finance counselor for a human services organization supporting military and veterans. Flores Wealth Planning, LLC provides financial planning, investment consultation, and employee benefit plan consulting to individuals, families, trusts, estates, and pension/profit-sharing plans. The firm follows a fiduciary standard and employs a diversification-focused, long-term investment approach using passive, low-cost vehicles, offering both discretionary supervisory services and access to institutional platforms and third-party managers.

Jason Hochstadt is a CFP® with 22 years of industry experience and has been the sole advisor at Jedi Management, Inc. since 2000. He also serves as the chief executive officer of Lifeco Associates, Inc., an independent insurance agency specializing in life, disability income, and long-term care insurance. Jedi Management, Inc. provides investment advisory services, qualified retirement plan consulting, financial and estate planning, and business consulting to individual investors and institutional plan clients. The firm offers discretionary portfolio management using a blend of actively managed and index funds, ETFs, and U.S. Treasury securities, and has a particular focus on qualified plan consulting, including serving in ERISA capacities such as a 3(38) investment manager.

Yuheng Fu is a CFA® charterholder based in New York, NY, with experience that includes roles at Three Dots Capital and Microsoft prior to founding Three Dots Advisory LLC. Fu has been working in financial advisory since 2026. Three Dots Advisory LLC serves high-net-worth individuals by providing discretionary portfolio management through separately managed accounts and non-discretionary hourly investment consulting. The firm focuses on U.S.-listed equities, ETFs, and exchange-listed options, offering both active long and index-enhancement strategies tailored to client preferences.

James Vitiello is the sole advisor at Fifth Avenue Wealth Advisors LLC in New York, NY, holding Series 63, 65, and 66 designations with five years of industry experience. He has been with Fifth Avenue Wealth Advisors since 2014. Fifth Avenue Wealth Advisors is an independent registered investment adviser serving high-net-worth individuals and institutional clients such as pension and profit-sharing plans. The firm uses fundamental analysis combined with strategic and tactical asset allocation, focusing on long-term holdings and periodic rebalancing, and manages portfolios primarily through a third-party platform with discretionary authority when agreed.

Shi Zhou is an investment advisor at Stone Capital Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Craft Capital Management, LLC, CAPE Securities Inc., and Wilmington Capital Securities, LLC. Stone Capital Partners is a single-manager investment adviser serving accredited individual investors with discretionary portfolio management. The firm employs a technically driven trading strategy focused on momentum indicators and swing-trading, primarily in listed equities and options, managing risk through position sizing, stop orders, and policies against naked option positions.

Salma Abdulla is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. She has been with E. Magnus Oppenheim & Co., Inc. since 2005, serving as a portfolio manager. Outside of her advisory role, she volunteers as Vice President for the Insight Meditation Society, overseeing the organization's investment endowment. E. Magnus Oppenheim & Co., Inc. provides discretionary portfolio management, financial consulting, and investment research to individual investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on fundamental equity research of larger NYSE- and NASDAQ-listed companies, managing portfolios with a conservative approach emphasizing diversification and dividend yield.

Sergei Belov is the sole advisor at Belov Consulting LLC and holds a Series 65 designation. He has been with Belov Consulting since 2011, working in investment management for over a decade. Belov Consulting is a registered investment adviser specializing in algorithmic, options-focused asset management for high-net-worth individuals, corporations, and small businesses. The firm emphasizes short-term trading of S&P index options using derivative strategies and employs a performance-based compensation model rather than traditional asset-based fees.

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.

Robert Buonanno is a financial advisor at Genesis Financial Group, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Stifel Nicolaus & Co Inc and B. Riley Wealth Management. Outside of his advisory role, he is involved with Legacy Trust and Capital Partners, providing referral services. Genesis Financial Group offers discretionary portfolio management and investment analysis to individuals, including high-net-worth clients, as well as small businesses. The firm employs a combination of quantitative, fundamental, technical, economic, and charting analysis, utilizing both long- and short-term strategies alongside strategic asset allocation.

Jennifer W. Kang, CFP® brings more than 20 years of experience in Wealth Management at Merrill Lynch and HSBC. She has practiced in Honolulu, Los Angeles and New York City. Her desire is to deliver financial literacy and raise the bar on financial advice by lowering fees and having no asset minimums. Jennifer’s passion for the financial services industry was born in 2006 when she was introduced to the Certified Financial Planning program in college. She was drawn to the idea of helping people, ideally in a profession that didn’t involve the sight of blood. This led her to embark on a journey with Merrill Lynch and HSBC and over the span of nearly two decades, she worked her way up to the Financial Planner she is today. JWK is a flat fee-only platform that offers comprehensive financial planning for first generation wealth building professionals. We look to partnering with our clients so that they can spend time doing what they enjoy and leave the complicated financial matters to us.

Thomas Bender is a CFA® charterholder and financial advisor at Bender Capital Management, LLC with four years of industry experience. His prior work includes roles at Citi and Brandes Investment Partners, as well as academic positions at Johns Hopkins University, University of Virginia, and New York University. Bender Capital Management, founded in 2024, provides discretionary portfolio management primarily to pooled vehicles, institutional accounts, and separately managed accounts. The firm employs a quantamental investment approach that combines fundamental research with proprietary algorithmic trading models, focusing on long equity positions in biotech equities aligned with client objectives and risk tolerances.

Haiqiang Zou is the sole advisor at Zou Capital Management LLC in Flushing, NY, holding a Series 65 credential with four years of industry experience. Before founding his independent firm in 2022, he worked at Amazon from 2017 to 2021. Outside of advisory work, he owns and manages several property management businesses. Zou Capital Management provides discretionary portfolio management to individuals, corporations, and other entities, offering model portfolios tailored to different risk tolerances and advice related to IRA rollovers. The firm uses a combination of charting, fundamental, technical, cyclical, and economic analysis to guide investment decisions across long- and short-term strategies.

Jeffrey Siegel is the sole advisor at Pyramid Peak Capital, LLC in Irvington, NY, holding a Series 65 designation with 13 years of industry experience. He has been with Pyramid Peak Capital since 2012 and previously worked at 52 Capital LLC from 2019 to 2025. Pyramid Peak Capital provides discretionary portfolio management primarily to individuals, high-net-worth clients, and trusts, with a focus on concentrated equity selection combined with an active options overlay. The firm employs derivatives and authorized borrowing within separately managed accounts and offers performance-based fee arrangements for qualified clients.

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.