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.

Matthew Conroy is a financial advisor at Conroy Capital LLC with one year of industry experience. He holds the Series 66 designation and has worked previously with Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory role, he is employed by Pro Football Focus. Conroy Capital LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental and technical analysis in its investment process and offers tailored portfolio management with documented risk tolerance and objectives.

Adam Amorn is a financial advisor at Premier Prosperity Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch for five years before founding his current firm in 2017. He is also a licensed independent insurance agent. Premier Prosperity Advisors LLC is a single-advisor independent registered investment adviser managing over $17 million in client assets. The firm serves individuals, high net worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

Peter Pandolfo Jr is the sole advisor at Pandolfo Capital, LLC, an independent registered investment adviser based in Robbinsville, NJ. He holds Series 63 and Series 65 designations and has 26 years of industry experience, leading his firm since 2008. Pandolfo Capital provides discretionary portfolio management to individuals and various organizational clients, including pension plans, trusts, and charitable organizations. The firm employs a fundamental, value-oriented investment approach with concentrated portfolios and maintains a tailored, discretionary relationship with its clients.

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.

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.

Joseph Amendolara is a financial advisor with City Investment Advisors, Inc. in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with City Investment Advisors since 1998 and is also involved with related entities including City Capital Funding and City Financial Group. In addition to advisory services, he is engaged in mortgage services. City Investment Advisors, Inc. serves individual investors, trusts, estates, foundations, pension, and business clients with fee-based financial planning, investment consultation, and supervisory services. The firm employs a long-term Core + Satellite investment approach and offers a broader service mix including income tax preparation, mortgage services, and occasional pro bono workshops.

Wesley English is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry. He currently leads Vault Private Wealth LLC, an independent firm he joined in 2024 after seven years at BlackRock and five years at Merrill Lynch. Vault Private Wealth LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporate or institutional accounts. The firm combines fundamental, technical, and cyclical analysis to manage discretionary, asset-allocation-driven portfolios using both passive and active strategies, with attention to tax and liquidity considerations.

Jeffrey Gross is the sole advisor at 1-800-401K Plan.com, LLC, an independent registered investment adviser based in Lawrenceville, NJ. He holds Series 63 and Series 65 designations and has 21 years of industry experience, having been with his current firm since 2005. 1-800-401K Plan.com, LLC provides discretionary and non-discretionary investment advisory services, retirement planning, and financial consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes 401(k), 403(b), and 457 plan management and consulting, using a quantitatively scored questionnaire and disciplined interview process to determine portfolio style and risk tolerance, with portfolios typically allocated to mutual funds and occasional individual securities.

Mario Pelosi is the sole advisor at Time Investments, LLC, an independent investment advisory firm based in Huntingdon Valley, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Mr. Pelosi has managed Time Investments since 2007. Time Investments, LLC specializes in personalized investment advisory and asset management services primarily for federally insured credit unions and small-business 401(k) plans. The firm operates on a non-discretionary, consultative basis and coordinates with third-party administrators and institutional custodians.

Michael Zisa is the sole advisor at Viking Wealth Management LLC in Yardley, PA, with 24 years of industry experience and a Series 66 designation. He has worked at New Century Financial Group and Royal Alliance Associates and has been a business education teacher at Pennsbury School District and a part-time instructor at Bucks County Community College for over two decades. Zisa is also an author. Viking Wealth Management is an independent advisory firm serving individual investors and qualified plan participants, managing approximately $12.5 million across about 23 client accounts. The firm offers tailored investment strategies using fundamental and cyclical analysis across various instruments and provides both discretionary and non-discretionary management, along with financial planning and insurance-related services.

Ronald Granberg is a CFA® charterholder with 13 years of industry experience. He has been the sole advisor at Clearwater Investment Management LLC since 2012 and also has a role at Assay Healthcare Solutions. Clearwater Investment Management provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis focused on intermediate- and longer-term market cycles, managing portfolios primarily in mutual funds, equities, ETFs, REITs, and government securities.

Michael Liu is a Series 65-licensed financial advisor at Capuchin Capital with six years of industry experience, including his current role at Intelligent Fanatics Capital Management. He studied at Rutgers University from 2017 to 2020. Capuchin Capital provides discretionary investment management to high-net-worth individuals and qualifying entities, employing a single investment strategy that combines fundamental, technical, and proprietary analysis across publicly listed equities and derivatives. The firm operates with full discretionary authority and uses a performance-based compensation model, serving only qualified clients.

Ajay Kaisth is a CFP® professional with 18 years of experience in financial advising, currently serving as the sole advisor at Kai Advisors, LLC since 2010. He holds Series 63 and Series 65 licenses and operates out of Princeton Jct, NJ. Kai Advisors provides personal financial planning and discretionary investment management to individuals, families, retirement plans, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation framework focused on mutual funds and ETFs, managing portfolios on a fee-only, discretionary basis with an emphasis on retirement plan consulting.

Irvin Starr is the sole advisor at River Investment Corp, an independent firm based in Princeton, NJ. He holds a Series 63 designation and has 33 years of industry experience, having been with River Investment Corp since 1989. Outside of his advisory role, he serves as an officer of Piedmont Company, Inc., a non-investment-related holding company. River Investment Corporation primarily serves private investment funds and occasionally individual and high-net-worth investors. The firm manages assets according to fund offering memoranda, employing technical and cyclical analysis alongside broker research, and distinguishes itself through its focus on private fund advisory, performance-based compensation, and formal fund governance practices.

Eugene Kuntorovsky is a financial advisor at Isakov Planning Group Inc. in Southampton, PA, holding a Series 65 designation with seven years of industry experience. Prior to joining Isakov Planning Group in 2017, he worked at Aflac for 12 years. Isakov Planning Group Inc. provides financial planning, wealth management, and family office services to individuals, families, businesses, pension plans, and trust accounts. The firm uses a structured planning process and primarily implements investment programs with exchange-traded funds, serving a large client base with both discretionary and non-discretionary engagements.

Thomas Makowsky is the sole advisor at TCM Investment Management in Lawrence, NJ. He holds Series 63 and Series 65 licenses and is concurrently completing a finance degree while working in the industry. His prior work experience includes roles at Whole Foods, CIM Securities, and various community and educational organizations. TCM Investment Management is a single-advisor registered investment adviser offering discretionary portfolio management and a financial consulting subscription to individual clients. The firm focuses on fundamental analysis with a long-term holding strategy and provides integrated advisory and consulting services through a single custodian platform.

Shikha Mittra is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at RetireSmart Consulting, LLC in Princeton, NJ. She has led RetireSmart Consulting since 2008. Outside of her advisory role, she holds a vice president position at ASNA Worldwide Group, a non-investment related business. RetireSmart Consulting, LLC is an independent investment adviser providing portfolio management and financial planning services to individuals, as well as pension consulting for plan sponsors. The firm also offers educational seminars and workshops to enhance financial literacy among clients and plan participants.

Keka Rath is a Certified Financial Planner™ (CFP®) with 19 years of industry experience. She has been the sole advisor at NextGen Wealth Counselors Limited Liability Company since 2015 and also maintains a role at Global Investment Management, LLC. NextGen Wealth Counselors is an independent, single-advisor firm that provides discretionary portfolio management, financial planning, and pension consulting for a range of clients including individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a documented Investment Policy Statement, applies multiple analytical methods, and invests across diverse instruments while offering ongoing pension plan consulting, a service not commonly provided by similar firms.