Allan Katz is a financial advisor at Stirlingshire Investments with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stirlingshire RIA LLC and Stirlingshire BD LLC since 2023, in addition to serving as president of Comprehensive Wealth Management Group, LLC since 2007. Outside of finance, Katz is a freelance trombone player and owns a model train business. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach that includes quantitative, fundamental, and technical analysis, offering a range of investment vehicles and model strategies through the Advyzon marketplace.

Timothy Moran is a CFP® and holds the Series 66 designation, with 11 years of industry experience. He currently works at Condor Capital Wealth Management and has previously held roles at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments LLC, and Edward Jones. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs that include discretionary and non-discretionary portfolio management, financial planning, and specialized services such as pension plan consulting and direct indexing, incorporating advanced tools like AI to support adviser analysis.

Kyle Medric is a financial advisor with Equitable Advisors, holding Series 7, 63 and Series 65 licenses and having two years of industry experience. Prior to joining Equitable Advisors, he worked as an independent contractor and held various roles including tech support for a Swiss manufacturing company and working for Verizon. Inside of financial advising, he is available for in-home visit services as well as virtual and office meetings. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Phillip Defranco is the Managing Member and Chief Compliance Officer of Heartland Northeast LLC, an independent advisory firm. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to founding Heartland Northeast, he was associated with Kornett, Inc. for 12 years and has been the owner of Northeast Advocacy Network, Inc., where he is also a licensed insurance agent. Heartland Northeast LLC provides investment advisory and portfolio management services for individual and retirement accounts, including specialized partial Roth conversion strategies, and sponsors a wrap fee program. The firm uses a combination of analytical methods and generally pursues long-term trading strategies while tailoring investment policy statements to client risk tolerance.

Chirag Surti is a financial advisor at CNIV Financial Planning LLC with a Series 65 designation and two years of industry experience. He is also an Associate Professor at Rider University, where he teaches business courses and conducts research. In addition to his advisory role, he offers educational seminars and consulting services related to financial planning through his business, IV Educational Ventures. CNIV Financial Planning LLC provides hourly, fee-only investment advice to individuals, families, retirement plan sponsors, nonprofit trustees, and other advisers. The firm follows a passive, long-term investment approach focused on low-cost index funds and ETFs, offering advice without managing or holding client assets.

Matthew Wright is the principal of WRIGHT Investment Partners LLC and holds a Series 65 designation with nine years of industry experience. He has led Wright Investment Partners since 2016. Outside of advisory work, he is involved as a principal in a business that owns a small class C office building. Wright Investment Partners LLC provides portfolio management services to individual and high-net-worth clients, typically operating under discretionary authority. The firm uses a blend of fundamental and quantitative analysis to guide investment decisions, focusing on equities and diversified through mutual funds, fixed-income securities, ETFs, annuities, and non-U.S. securities.

Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Joseph Kelly is the principal of Joseph C. Kelly & Associates, Inc., an independent advisory firm based in Middletown, NJ. He holds a Series 66 designation and has 21 years of experience in the financial industry. In addition to his advisory role, he has operated a certified public accounting practice, Kelly & Co., CPA, since 1989. Joseph C. Kelly & Associates, Inc. provides discretionary asset management, financial planning, and hourly consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers standalone financial planning engagements.

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at firms including LPL Enterprise LLC, Better Options LLC, Alight Financial, USAA Financial Advisors, and Mass Mutual Investors Services. Aliya Financial is an independent investment adviser serving individuals, families, trusts, estates, and small business owners. The firm offers integrated financial planning and investment management using both quantitative and qualitative analysis, managing diversified portfolios and options-based income strategies while avoiding uncovered options and margin.

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Danny Saporu is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of New Street Advisors Group LLC, where he has worked since 2019. Prior to founding the firm, he held positions at Credit Suisse Securities (USA) LLC and was affiliated with the University of Chicago Booth. Outside of his advisory role, he engages in media contributions and venture investing activities. New Street Advisors Group LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes tailored investment strategies supported by written Investment Policy Statements and offers educational seminars and workshops alongside ongoing account reviews.

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Chingtai Hung is a financial advisor with Acorn Asset Management LLC in Princeton, NJ, holding a Series 66 designation and 26 years of industry experience. Hung previously worked for Cambridge Investment Research, INC and Cambridge Investment Research Advisors, INC for 20 years. Outside of advisory work, Hung serves as a certified swim official for USA Swimming and volunteers as a competition official for the NCAA Swimming and Diving program. Acorn Asset Management LLC is a single-advisor independent registered investment adviser serving individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, state or municipal entities, and insurance companies. The firm provides discretionary asset management, written financial planning, and retirement plan advisory services, focusing on long-term growth and income strategies while allowing clients to set reasonable investment restrictions.

Kurtis Baker is a financial advisor at Certified Wealth Management & Investment LLC in Princeton, NJ, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has operated his own advisory business since 1998 and has been president and owner of Alternate Mortgage & Investment Corp. since 1986. Outside of his advisory work, Baker serves on the boards of the National Alliance on Mental Illness and the Everybody Loves Kenny Project, focusing on mental health education and fundraising. Certified Wealth Management & Investment LLC provides investment supervisory services, financial planning, and advisory consulting to individual and high-net-worth clients. The firm employs a fundamental analysis and tailored asset allocation approach, utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, REITs, and private placements.

Peter Carril is the managing member of Patton Hall, LLC, an independent advisory firm based in Princeton, NJ. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Carril has been with Patton Hall since its founding in 2013. Patton Hall provides discretionary management through separately managed accounts to individuals and various institutional clients, focusing on credit‑focused strategies that invest across a broad range of domestic and international debt. The firm emphasizes downside protection and diversification while managing a small number of client accounts with a boutique approach.

Travis Dufner is a financial advisor at Securus Wealth Management in Holmdel, NJ, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Millstone Financial Group, Alps Distributors, and Primerica Advisors. Outside of advisory work, he has experience as an insurance agent, providing clients with options such as life insurance, long-term care, and annuities. Securus Wealth Management offers retirement planning and wealth management services to individuals, families, and small business owners. The firm emphasizes diversification and downside protection through portfolios built with active and passive ETFs, interval funds, and buffered ETFs, managing accounts primarily on a discretionary basis with ongoing client oversight.

Claudia Mott is a CFP® certificant and Series 63 license holder with 13 years of industry experience. She has been the principal advisor at Epona Financial Solutions since 2010. Epona Financial Solutions is an independent, fee-only firm serving individuals and couples with financial planning, investment management, and divorce settlement analysis. The firm applies Modern Portfolio Theory to create diversified portfolios and specializes in divorce financial planning, providing detailed cash-flow and net-worth projections as part of its services.

Walter Gilmore is a financial advisor at K R Financial LLC with 19 years of industry experience. He holds a Series 66 designation and has been involved with multiple firms, including Alpha Fiduciary, ClearShares LLC, The Gilmore Firm, LLC, and Clearbrook LLC. Outside of his advisory roles, he is a practicing attorney at The Gilmore Firm LLC. K R Financial serves high-net-worth individuals, families, trusts, estates, charitable organizations, and corporations by providing discretionary securities portfolio management and comprehensive family office services. The firm’s investment approach centers on detailed financial analysis to manage risk and align portfolios with client objectives, supported by integrated brokerage, tax, and accounting capabilities.

Alice Solomon is the principal of Solomon Investment Group, Inc. in Keansburg, NJ, with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Solomon Investment Group since 1997. In addition to her advisory role, she is licensed in life, health, and long-term care insurance in New Jersey. Solomon Investment Group serves individual clients, including high-net-worth individuals, as well as pension, profit-sharing plans, and corporate clients, providing discretionary portfolio management and financial planning. The firm uses a combination of charting, fundamental, and technical analysis to guide investment decisions, tailored to each client’s Investment Policy Statement.