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.

Robert Gregov is a CFP® and CFA® with 21 years of experience in financial advising. He has been with Roche Financial Partners LLC since 2004. Roche Financial Partners LLC is an independent firm providing continuous financial oversight and discretionary investment management to individual clients and their families. The firm employs a diversified, tax-aware asset allocation strategy using low-cost index funds and incorporates derivatives in separately managed accounts to manage risk, with portfolios tailored to client specifications.

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.

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.

Bryan Zegar is a CFP® professional with six years of experience in the financial services industry. He is the principal advisor at Hearthstead Financial, LLC, where he has worked since 2025. Prior to this, he spent seven years at Ameriprise and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of finance, he is involved with Allshapes Bonsai Nursery, where he assists with inventory management, customer support, and technology. Hearthstead Financial is a registered investment adviser that provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a mixed-methods investment approach combining fundamental and charting analysis with mutual fund and ETF evaluation, focusing on both passive and active strategies implemented on a non-discretionary basis.

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.

J. Manley is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Manley Capital Management, LLC since 2013. Manley Capital Management provides discretionary investment advisory services and financial planning to individuals, trusts, endowments, and other institutions. The firm employs a value-driven, economically balanced asset-allocation strategy that incorporates equities, fixed income, commodities, and currencies, with portfolio adjustments based on market valuation and risk-reward considerations.

John Foligno has 30+ years of professional work and coaching/mentoring experience, which includes over 10 years of running his own business. Through empathy, active listening and thoughtful counsel, he lives his personal mission by inspiring people to overcome the roadblocks that prevent them from accomplishing their goals, and helps them to find enlightenment, fulfillment, and financial well-being. He specializes in supporting high-net-worth households, although he enjoys working with all manner of people. As a business owner, John learned the hard way how much he would have benefited from a financial steward who understands the myriad challenges of running a business. That experience, coupled with his passion for financial planning, enables him to relieve business owners of the day-to-day concerns of reaching their financial goals, which frees them to focus on their growth and ultimate exit strategy. As a graduate of Syracuse University’s Whitman School of Management, John studied finance and marketing. John is a member of NAPFA, whose members completed a broad-based advanced education program in financial planning and are trained to provide coordinated advice on issues surrounding a client’s entire financial picture. When he is not fulfilling his fiduciary obligation of putting his client’s interest first, John is sharing time with his wife, Michelle, his daughter, Ruby, and their golden retriever, Honey. He enjoys a healthy lifestyle of strength conditioning and hiking as well as watching sports and reading. John is a first-degree black belt in Goju karate that guides his disciplined approach. He volunteers his time for the honor of helping people with limited financial education to make more informed decisions and has been featured in financial planning media journals to share his insights.

Uday Gogate is the sole advisor at Gogate, Uday S., an independent firm based in North Brunswick, NJ. He holds a Series 65 credential and has 16 years of industry experience, having led his firm since 2009. The firm provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and corporations. It focuses on tailored asset allocation and income-generating securities, managing approximately $26 million across a small client base with a relatively high account minimum.

Sylvester Knox is a financial advisor with The Knox Group Wealth Management in Short Hills, NJ, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes roles at Merrill Lynch and Bank of America. Knox serves on the advisory board of Newark Emergency Services for Families, a nonprofit organization focused on charitable efforts. The Knox Group Wealth Management provides discretionary portfolio management and financial advisory services to individuals, high-net-worth clients, trusts, and businesses. The firm employs a combined fundamental and technical investment approach with a mid-term horizon, offering customized portfolios and active management including rebalancing and tactical trading.

Eric Nelson is the principal of Abe Capital Management, LLC, an independent firm based in Short Hills, NJ. He holds a Series 65 designation and has 15 years of industry experience, having led Abe Capital Management since 2010. Nelson is also a licensed but non-practicing attorney. Abe Capital Management provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm emphasizes tailored portfolio management with a range of investment strategies, regular account supervision, and incorporates guidance from an in-house advisory board on philanthropy, business administration, and investment processes.

Blake Parisi is a financial advisor at Parisi Capital with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2020. Prior to his advisory career, he was affiliated with Rutgers University. Parisi Capital provides continuous investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a passive investment approach using index mutual funds and ETFs combined with technical and charting analysis, managing accounts on a discretionary basis with quarterly reviews.

Donald Ballai is the principal of South Lane Wealth Management LLC in Ringoes, NJ, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has led South Lane Wealth Management since 2013. Outside of his advisory role, he manages South Lane Advisors LLC, a consulting firm assisting medical groups with business planning and financial matters, and is involved with Life's Essential Documents LLC and Apptitude LLC, companies focused on medical legal forms and healthcare applications respectively. South Lane Wealth Management LLC offers fee-based wealth and portfolio management services for individuals and small businesses, including pension consulting and 401(k) plan sponsorship. The firm employs a documented investment policy, discretionary management, and a combination of analytical strategies across various asset classes, while also providing institutional-type services such as monitoring pension plans and recommending plan service providers.

Roman Mordkovich is the sole advisor at Mordkovich Capital, LLC, an independent firm based in Westfield, NJ. He holds the CFA® designation and has 12 years of industry experience, having founded Mordkovich Capital in 2013. Mordkovich Capital serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis to implement diversified portfolios and employs both traditional and higher-risk trading strategies, including performance-based fee arrangements for qualified investors.

George Spinelli is a CFP® professional with 19 years of industry experience. He has been the principal of Spinelli Financial Advisors, Inc. since 1998. In addition to his advisory role, he owns and manages a certified public accounting firm, Mark G. Spinelli, CPA, which provides substantial tax planning and preparation services. Spinelli Financial Advisors is an independent, fee-only firm serving individuals and corporations with defined financial planning and ongoing portfolio supervision. The firm employs a range of analytical techniques and investment strategies, manages approximately $31 million in assets, and generally serves higher-net-worth and institutional clients.

Gwen Gepfert is a financial advisor with Oaktree Financial Planning and Consulting in Basking Ridge, NJ. She holds a Series 65 designation and has 18 years of industry experience. Since 2006, she has been with Oaktree Financial Planning and Consulting, an independent firm. Oaktree Financial Planning and Consulting provides fee-only financial planning and investment consultation to individual investors, focusing on retirement planning, education funding, tax and estate coordination, and educational workshops. The firm emphasizes a long-term, buy-and-hold investment approach using low-cost index funds and ETFs, delivering non-discretionary advice through time- or project-based engagements rather than ongoing asset management.

Marjorie Rand is a CFP® professional with seven years of experience in financial advising. She is the sole advisor at Rand Financial Planning, LLC and also owns Marjorie L. Rand, CPA, P.C., an accounting and tax preparation firm. She has provided accounting services since 1989 and financial planning since 2018. Rand Financial Planning, LLC is a fee-only firm serving individuals and families with comprehensive financial planning, including tax, retirement, estate, insurance, and investment guidance. The firm operates as a small, single-advisor practice that emphasizes fixed annual planning engagements without asset-based fees and integrates tax considerations through its affiliation with a separate CPA practice.

Michael Maglio is a financial advisor with Charter Advisory Group in Bedminster, NJ, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Charter Advisory Group since 2014. Charter Advisory Group provides investment management, financial planning, tax advisory, and related consulting services primarily to wealthier individuals, families, trusts, and corporate executives. The firm incorporates tax and wealth-planning analyses into its investment process, using proprietary asset allocation models and focusing on mutual funds, ETFs, and tax-efficient fixed-income strategies.

Matthew Taranto is a CFA® charterholder with six years of experience in financial advising at Mountainpoint Investment Advisors. He is also Senior Vice President at Everest Group Ltd, a property and casualty reinsurance company, where he manages the company’s internal general account asset portfolio. Mountainpoint Investment Advisors provides discretionary portfolio management and financial planning primarily to individuals, non-profit organizations, and institutional clients such as foundations and endowments. The firm employs a combination of fundamental macro and sector analysis with bottom-up security research, emphasizing diversified, low-turnover investments including ETFs and mutual funds.

Sharif Muhammad is a CFP® and PFS™ with 16 years of industry experience, currently serving as an advisor at Unlimited Capital Advisors LLC. He has held roles at AXA Advisors, Equitable Advisors, and leads several affiliated firms including JMG CPAs & Advisors LLC and Unlimited Risk Advisors LLC. Muhammad is also an Associate Professor of Taxation and Estate Planning at New York University’s Master of Financial Planning program and serves on the finance committee of St. Benedict's Preparatory School. Unlimited Capital Advisors LLC provides investment management, financial planning, and related advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers a multi-dimensional investment process that incorporates risk management and expense control, supported by affiliated accounting and insurance businesses to coordinate tax and insurance matters alongside advisory services.