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.

Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.

Joseph Obertlik is the principal of Obertlik Wealth Management LLC, holding a Series 65 credential with one year of industry experience. He founded his firm in 2025. Outside of financial advising, he serves as president of multiple pickup and delivery service companies and a vending machine business. Obertlik Wealth Management LLC provides discretionary and non-discretionary asset management to individuals and high net worth clients, managing approximately $20 million across roughly 25 client accounts. The firm creates tailored investment programs based on client goals, employing fundamental and cyclical analysis, with regular portfolio reviews and active management of asset allocation, security selection, rebalancing, and tax-loss harvesting.

William Haggerty is a financial advisor with The Haggerty Investment Group, LLC in Ridgewood, NJ. He holds a Series 65 designation and has 20 years of industry experience. He is also the founder and owner of Haggerty & Bosch, LLP, a CPA and accounting practice. The Haggerty Investment Group is a single-advisor, state-registered investment adviser serving individuals, small businesses, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental analysis and a mix of long- and short-term equity and fixed-income strategies, managing discretionary portfolios and providing access to third-party advisers.

David Schachter is a Series 65-licensed advisor with Arrow Investment Mgmt. in Suffern, NY, and has three years of industry experience. He has worked at EPAM Systems since 2020 and previously spent over two decades at Refinitiv (formerly Thomson Reuters, ILX Systems). Arrow Investment Mgmt. provides fee-only, discretionary investment management primarily to individual clients, with no account size minimums. The firm combines fundamental and technical analysis across various asset classes, including equities, bonds, mutual funds, ETFs, and options, and offers both ongoing portfolio management and hourly investment advice.

I started Joint Financial after moving back to New Jersey from Colorado. During my time out west, I noticed how many people had interests outside of their work, which inspired me to help others become work-optional and pursue their own personal interests and passions. My work focuses on helping clients build a tax-efficient roadmap to financial independence before age 65. This includes retirement projections, long-term tax planning, asset withdrawal strategies, investment management, equity compensation, and insurance/estate review. In my free time, I am likely working on my golf game, or if the weather won't cooperate, thinking about playing golf. All jokes aside, I love to exercise, read, ski, and cook when I am not golfing, or thinking about golfing!

Gregory Dube is a financial advisor at Roseheart Investment Advisors, LLC with 14 years of industry experience. He has been with Roseheart Investment Advisors since 2012 and previously worked at Roseheart Associates, LLC for 21 years. He holds the Series 63 and Series 65 designations. Roseheart Investment Advisors provides portfolio management and investment supervisory services to individual and high-net-worth clients, creating written Investment Policy Statements tailored to each client's goals, tax considerations, and risk tolerance. The firm’s investment approach incorporates fundamental and technical analysis across a range of asset classes and employs both long-term and active trading strategies, managing approximately $24 million in discretionary assets for a relatively small client base.

Raul Berina is a financial advisor at Magellan Financial Solutions LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Berina provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC offers discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, emphasizing capital preservation and behavioral economics while employing strategies such as margin and options trading tailored to client goals.

Fatima Ali Muhammed is a financial advisor at Dovermont Wealth & Tax Solutions in Montebello, NY, with one year of industry experience. She holds Series 63 and Series 65 designations and previously worked for JPMorgan Chase & Co. for nine years, providing operational and administrative support in a non-advisory capacity. Dovermont Wealth & Tax Solutions serves individuals, families, small businesses, and expatriates with comprehensive financial planning, portfolio management, tax planning and IRS representation, insurance planning, and community educational workshops. The firm integrates tax representation with financial planning, offering tailored advisory services based on clients’ goals, income, family situation, risk tolerance, and time horizon.

Muthiah Saravanan is a financial advisor with 13 years of industry experience, currently practicing at JSSR Capital LLC. He holds Series 63 and Series 65 licenses and has prior work history with Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and Allstate Insurance Co. JSSR Capital LLC provides discretionary and non-discretionary portfolio management primarily for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, fundamental, and technical analysis to manage investment strategies ranging from long-term holdings to short-term trading, including derivatives, and maintains a small, concentrated client base.

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.

Yaakov Barr Zvulun is the principal of Barr CPA LLC in Ridgewood, NJ, holding the PFS™ designation with 12 years of industry experience. He has been with Barr CPA LLC since 2005, overseeing a firm that provides accounting, tax, and financial planning services. Barr CPA LLC serves individuals, including high-net-worth clients, charities, and business entities, focusing on individualized financial plans, tax planning, business valuation, and forensic accounting. The firm operates on a fee-only basis without custody of client assets or discretionary trading, emphasizing long-term, buy-and-hold investment recommendations and tax-aware planning.

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.

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.

Charles Neuhauser is the principal and sole advisor at Mainwall Investment Management, LLC. He holds the CFA® designation and has four years of industry experience. He has been with Mainwall since 2010. Mainwall Investment Management is an independent, fee-only registered investment adviser serving individual, high-net-worth, and charitable organization clients. The firm focuses on discretionary portfolio management using fundamental analysis and a mix of equities, fixed income, mutual funds, and ETFs, and is notable for providing performance results and managing a compact, discretionary book.

Neil Murphy is a financial advisor with NPM Consulting, LLC in Ridgewood, NJ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Rose Wealth Advisors LLC since 2024 and has been with NPM Consulting since 2012. NPM Consulting provides financial planning, tax preparation, and investment management services primarily to high-net-worth individuals, related trusts, and select pension plans and business entities. The firm builds customized portfolios using fundamental and technical analysis, asset allocation, and active management, incorporating a range of securities and derivatives, and also offers a managed futures program for accredited investors.

Humberto Portillo is a financial advisor at Financial Freedom Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with his current firm since 2015. Financial Freedom Management LLC is a fee-only registered investment adviser serving individuals, trusts, estates, and pension plans with approximately $8.1 million in assets under management. The firm uses a rules-based quantitative approach to asset allocation, incorporating low-cost mutual funds and ETFs, tax-loss harvesting, and leverage strategies, with a focus on special-needs planning and community education through seminars and workshops.

Shawn O’Brien is a financial advisor at Cois Dara Investing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cois Dara Investing, he worked at Diageo and Loudpack. Cois Dara Investing provides ongoing portfolio management to individual and high-net-worth clients, emphasizing a long-term trading strategy supported by charting, fundamental, quantitative, and technical analysis. The firm prepares Investment Policy Statements for clients and seeks discretionary authority to implement portfolio decisions, primarily recommending equities along with mutual funds, ETFs, commodities, non-U.S. securities, and venture capital funds to diversify portfolios.

Alexander Selem is the principal at Archedia Capital LLC, an independent advisory firm, and holds a Series 65 credential with six years of industry experience. He also works as Director of Data and Research at The Travelers Companies, where he conducts predictive modeling and data science related to workers compensation claims. Archedia Capital LLC provides discretionary investment management and portfolio advisory services to a small client base that includes individuals, high-net-worth clients, trusts, retirement plans, and certain business entities. The firm combines passive ETF-based allocations with active, systematic strategies driven by quantitative models and statistical arbitrage, employing risk controls such as position limits and diversification.

Kenneth Gibbons is a financial advisor at Financial Engineering LLC in Sparta, NJ, with six years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors LLC, David Gerson CPA, and Professional and Reliable Accounting Services LLC. In addition to his advisory role, he owns Financial Strategies LLC, an insurance and annuities business. Financial Engineering LLC serves individuals, families, business owners, and pension/retirement plan sponsors with financial planning, investment advisory services using third-party managers, and retirement-plan consulting. The firm combines accounting and tax preparation services with financial planning and offers insurance and annuity products through an affiliated insurance practice.