Cyrus Eslami is the principal advisor at Eslami & Co. Wealth Management, LLC in Glen Ridge, NJ. He holds a Series 65 credential and has one year of industry experience. Prior to founding his firm, he worked at Betterment and has founded Warmer Holdings, where he serves as a founding engineer developing AI-powered software for financial advisor workflows. He also engages in independent development of automated trading strategies for US futures markets. Eslami & Co. Wealth Management provides fee-only investment management and financial planning services to individuals and high-net-worth clients. The firm combines diversified asset allocation with quantitative strategies and targeted alternative exposures, employing third-party Sub-Advisors for specialized mandates and maintaining a technology-driven approach distinct within the independent advisory sector.

Marc Lescarret is a CFP®-certified financial advisor with over twenty years of experience in investments and tax mitigation. He is the sole advisor at Marc Alan Wealth Management LLC, an independent firm he has led since 2021. Before founding his firm, he worked in investment research and served high-net-worth individuals. Marc Alan Wealth Management LLC serves high-net-worth individuals, especially landlords and wealthy individuals who prioritize advanced tax mitigation and need the oversight of a fiduciary who does not collect Referral fees from agents he recommends or commissions from products he sells. My niche is: 1. Insane portfolio tax avoidance 2. Real Estate and Landlord tax shelters 3. FEE Only, so no product pays me a commission, and I take that step further so no person pays me any referral fee, aka a personal advocate and fiduciary Who I serve: I primarily serve landlords and tax concerned individuals age 40+ who have a net worth of over one million. You are never alone, we own your problems with you and tackle them together.

Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Christopher Conway is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. Prior to this, he worked at Deutsche Bank Securities Inc. from 2014 to 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting with a focus on public finance and municipal work.

Stephen Hanley is the principal and sole advisor at Hanley Capital Management, LLC in Madison, NJ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Hanley Capital Management since 2009. Hanley Capital Management provides investment advisory and discretionary portfolio management services primarily to individual clients, focusing on ongoing portfolio management with an emphasis on municipal and fixed-income strategies derived from the principal's extensive background as a municipal bond trader.

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

Brian O'Dowd is a CFP® professional with 32 years of experience in financial advising. He is the president and owner of O'Dowd Asset Management LLC, an independent firm based in Morristown, NJ, which he founded in 2020. Prior to this, he was involved with O'Dowd Bierals Wealth Advisors LLC and World Equity Group since 2012. Outside of advising, he is also involved in property management and serves as president of multiple real estate-related companies. O'Dowd Asset Management provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan clients. The firm uses both fundamental and technical analysis and employs a variety of strategies including long- and short-term trading, options, and allocations to diverse investment vehicles, managing accounts under written investment policies and sometimes allocating assets to third-party managers.

Daren O'Connor is a financial advisor at LBK Financial LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup and Citigroup Management Corp. since 2015. He serves as a member of the Hanover Township Economic Development Advisory Committee in Whippany, NJ. LBK Financial is an independent wealth management firm serving individuals and small businesses, including high-net-worth clients. The firm offers discretionary investment management and financial planning, focusing on customized portfolios using diversified ETFs and individual equities, with ongoing account monitoring and annual reviews.

John Dibello is a financial advisor with Chambers Capital, LLC in Denville, NJ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Chambers Capital since 2015 and was previously with Precision Financial Services for one year. Chambers Capital, LLC is an independent registered investment adviser that provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs a quantitatively driven “all-weather” investment strategy across equities, fixed income, commodities, and options, incorporating both long- and short-term trading and options strategies.

Gene Tortorello is a CFA® charterholder with five years of industry experience. He is the principal advisor at 3i Wealth Management LLC and has prior experience at Hedged Alpha Capital Management, PGIM, and First Principles Capital Management. Outside of investment advisory, he provides tax advisory and accounting services. 3i Wealth Management primarily serves individual and high-net-worth clients with portfolio management and financial planning, also offering business and tax advisory services. The firm integrates modern portfolio theory and fundamental analysis with a long-term trading approach, employing derivative-based hedging strategies alongside conventional securities.

Carlos Rodrigues is the sole advisor at Fortune Financial LLC in Livingston, NJ, holding a Series 65 designation with 19 years of industry experience. He has operated Fortune Financial since 2005 and concurrently owns and manages the NJ Elevator Inspection Agency. Fortune Financial provides financial planning and investment advisory services primarily to individual clients, combining standalone consultations with ongoing portfolio reviews. The firm’s investment approach includes fundamental analysis, third-party research, and corporate rating services, with portfolio management involving various strategies and monthly reviews conducted by the principal.

Mohammad Naqvi is a financial advisor at Penta Capital Strategies LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Penta Capital since 2016, alongside a role at ZS Associates beginning in 2014. Penta Capital Strategies LLC is a New Jersey-registered investment adviser serving individuals, high-net-worth clients, family offices, and corporate entities. The firm combines strategic asset allocation with tactical market timing and a global-macro overlay, using proprietary analysis and a market-classification algorithm to manage diversified portfolios primarily composed of stocks, bonds, and ETFs.

James Byron III is the sole advisor at Green Rock Advisors, LLC, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Colliers International and Avison Young and serves as Principal and Broker at Green Rock Realty, a real estate leasing business. Green Rock Advisors, LLC is a private real estate investment manager specializing in value-added office property investments in transit-oriented submarkets of the New York, Boston, and Washington, D.C. metro areas. The firm manages portfolios primarily for institutional investors and high-net-worth individuals through pooled private investment vehicles.

Joseph Obertlik is the principal of Obertlik Wealth Management LLC, an independent advisory firm he founded in 2025. He holds a Series 65 designation and has one year of industry experience. Outside of financial advising, he serves as president of several non-investment related companies involved in vending and pickup delivery services. Obertlik Wealth Management LLC provides discretionary and non-discretionary asset management to individuals and high net worth clients, managing approximately $20 million across about 25 client relationships. The firm constructs tailored investment programs based on client objectives and employs fundamental and cyclical analysis, with regular portfolio reviews that include rebalancing and tax-loss harvesting.

Ketu Desai is the sole advisor at I-Squared Wealth Management, Inc., based in Totowa, NJ, holding a Series 65 designation and having 10 years of industry experience. Since 2016, Desai has led the firm and serves as an independent board member for several closed-end funds, including Saba Capital Income & Opportunities Fund, Saba Capital Income & Opportunities Fund II, and ASA Gold and Precious Metals Limited. I-Squared Wealth Management offers discretionary asset management and institutional investment consulting to individuals, high net worth clients, retirement plans, and employer plan sponsors. The firm employs a broad range of portfolio strategies, including long and short positions, option writing, hedging, and the use of derivatives and structured credit, tailoring portfolios to client goals and risk tolerances.

James Denby is the sole advisor at Denby Financial Services, LLC, an independent firm based in Clifton, NJ. He holds the Series 65 designation and has 12 years of industry experience. Denby has led his firm since 2010, providing a range of financial advisory services. Denby Financial Services offers investment advisory and financial planning primarily to individual clients, managing approximately $3.95 million across 26 accounts. The firm combines fundamental analysis and strategic allocation with both long- and short-term trading, operating mostly on a non-discretionary basis, and also provides income tax preparation and small-business accounting and payroll services.

Richard Ascher is a financial advisor at Wealth Management Advisors, LLC in Livingston, NJ, with 22 years of industry experience. He holds a Series 65 designation and has been with the firm since 2002. Wealth Management Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporate entities, and pension and profit-sharing plans. The firm focuses on manager selection and monitoring, fixed-income portfolio management, and written financial planning, typically delivering advice on a nondiscretionary basis while emphasizing oversight of third-party managers.

Derrick Horvath is a financial advisor at Amber Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has a background that includes roles at Shiseido Americas Corporation and Marubeni America Corporation. In addition to his advisory work, he maintains a full-time external tax role and provides tax consulting. Amber Wealth Advisors is an independent firm offering fee-only financial planning to individuals and high-net-worth clients, focusing on areas such as business planning, retirement, and tax considerations. The firm provides investment analysis and recommendations without discretionary portfolio management, using a fixed or hourly fee model rather than percentage-of-assets billing.

Tibor Dani is a CFP® professional with 23 years of experience in financial services. He is the founder of Wealthness LLC and has previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of advising, he serves as a business consultant through Monetare LLC and hosts a talk show interviewing successful family business owners via Family Business Media. Wealthness LLC provides holistic wealth management to individuals, business-owning families, high-net-worth individuals, trusts, nonprofit organizations, and business entities. The firm offers comprehensive financial planning, asset management, business wealth consulting, and retirement plan consulting, including specialized services for qualified plans and held-away accounts.