Donald Alan Ballai

Michael Karris is the sole advisor at EndowBridge Capital, LLC in Princeton, NJ, holding Series 63 and Series 65 designations with 10 years of industry experience. He has been with EndowBridge Capital since 2013. EndowBridge Capital provides discretionary investment management and sub-advisory services primarily to institutional and nonprofit clients such as endowments, foundations, and pension plans. The firm offers balanced growth and income strategies implemented through transparent, low-cost ETF portfolios guided by a modern endowment investment approach.

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.

Jeffrey Beyer Jr. is the sole advisor at Paladin Retirement Advisors, an independent registered investment adviser based in Newtown, PA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Paladin, he worked at AE Wealth Management, USA Financial Securities Corporation, and United Planners' Financial Services of America. In addition to his advisory role, he conducts insurance sales and service as a sole proprietor. Paladin Retirement Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a combination of in-house management, sub-advisors, and co-advisor relationships to implement model portfolios and offers pension consulting services under ERISA fiduciary standards.

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.

Kedrick Sackey is a financial advisor at Princeton Wealth Management Alliance, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Princeton Wealth Management Alliance since 2018, following a three-year tenure at SeaCrest Wealth Management. Outside of his advisory role, he is a partner providing business advice for a medical home healthcare services company. Princeton Wealth Management Alliance advises individuals, including high-net-worth clients, offering comprehensive financial planning, discretionary investment management, and retirement plan advisory services. The firm uses an integrated planning approach and typically implements portfolios through equities, mutual funds, ETFs, and third-party separately managed accounts.

Chingtai Hung is a Series 66-credentialed financial advisor with 26 years of industry experience. He is the principal and sole advisor at Acorn Asset Management LLC in Princeton, NJ. Prior to founding Acorn Asset Management, he worked at firms including UBS Financial Services and Cambridge Investment Research. Outside of his advisory work, Hung is involved as a certified swim official with USA Swimming and serves as a volunteer competition official for the NCAA Swimming and Diving program. Acorn Asset Management is an independent registered investment adviser serving individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, and state or municipal entities. The firm provides discretionary asset management, written financial planning, and retirement plan advisory services, typically managing client portfolios on a discretionary basis with strategies focused on long-term growth and income. The firm also sponsors a wrap fee program and maintains a pension/retirement plan consulting practice.