Donald 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 a financial advisor at Paladin Retirement Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and USA Financial Securities Corporation. In addition to his advisory work, he is also licensed to sell fixed insurance products. Paladin Retirement Advisors focuses on retirement plans and plan sponsors, providing both asset management and financial planning services. The firm offers ERISA fiduciary roles, investment policy development, and participant education, with a distinctive emphasis on pension consulting through both 3(21) and 3(38) plan services.

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 financial advisor with Acorn Asset Management LLC, holding a Series 66 designation and 25 years of industry experience. Prior to founding Acorn Asset Management, Hung spent 20 years with Cambridge Investment Research and its affiliate. Outside of advisory work, Hung holds leadership roles in tax and consulting services and serves as a certified swim official for USA Swimming. Acorn Asset Management provides discretionary asset management and investment advisory services to institutional clients and retirement plan sponsors, as well as financial planning and consulting for individual and high-net-worth clients. The firm employs fundamental analysis to implement long-term, income-oriented investment strategies tailored to client objectives, and offers a wrap-fee program alongside pension consulting and plan-sponsor advisory services.

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.