Peter Charles Pandolfo Jr

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.

Ali Moghadam is an investment advisor at Taxio LLC with a Series 65 designation and one year of industry experience. He has held roles at Reliance Matrix as Vice President of Financial Planning & Analysis and is also involved with Posimistiq Studios, a venture focused on mental health storytelling across various media platforms. Taxio LLC provides wealth management and investment advisory services primarily to individual clients, emphasizing tax-advantaged investing, comprehensive financial planning, and separately managed accounts. The firm employs a research-intensive, principle-driven investment approach that incorporates tax strategy integration and technology tools to support decision-making.

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.

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.