Roger Klein is a financial advisor at Ventura Wealth Management with 13 years of industry experience. He has been with Ventura Wealth Management since 2021 and has concurrently worked at Timing Strategies Corporation since 1982. Ventura Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs model portfolios and an asset-allocation framework that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic evaluation.

Simmerpal Bains is a financial advisor at White Knight Strategic Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at White Knight since 2019, following a 21-year tenure at Ameriprise Financial Services, Inc. Bains also serves in fiduciary roles such as trustee and executor. White Knight Strategic Wealth Advisors advises individuals, high-net-worth clients, trusts, businesses, and non-profits, offering financial planning and discretionary asset management. The firm emphasizes broadly diversified, tax-efficient, and cost-controlled investment strategies, managing most client accounts on a discretionary basis with regular formal reviews.

Ryan Vogel is a CFP® professional with 19 years of industry experience, currently serving at Novi Wealth Partners in Princeton, NJ. He has been with the Private Wealth Management Group, LLC since 2013. Vogel also serves as Treasurer on the board of Trinity Counseling Services, a nonprofit organization. Novi Wealth Partners is a fee-only firm managing approximately $492 million in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate plans. The firm employs a documented asset-allocation process focused on passive core exposures, tax-aware portfolio construction, and risk management, supported by a team of eight advisors and six CFP practitioners.

Jay Lipschutz is a financial advisor at Glen Eagle Advisors, LLC with 19 years of industry experience and a Series 66 designation. He is also a partner in the accounting firm Cahan Somerman Spewak & Lipschutz, where he devotes the majority of his time. He has been affiliated with Cahan Somerman Spewak & Lipschutz since 1989. Glen Eagle Advisors provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a client-specific assessment process combined with fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management along with access to third-party managers and consulting for corporate retirement plans.

Paul Burcher is a financial advisor with White Knight Strategic Wealth Advisors, LLC, holding a Series 63 designation and possessing 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 22 years before joining White Knight Strategic Wealth Advisors in 2019. Outside of his advisory role, he owns and operates Shadowcat Jewelry, a jewelry production and sales business. White Knight Strategic Wealth Advisors serves individuals, high-net-worth clients, trusts, businesses, and non-profits, offering financial planning and discretionary asset management. The firm emphasizes tax efficiency and cost control through broadly diversified, long-term investment allocations and uses third-party technology to manage held-away accounts for tax-aware rebalancing.

Robert Spadaford is a financial advisor at Princeton Global Asset Management LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Cantor Fitzgerald Wealth Partners and PrePair Financial prior to joining Princeton Global Asset Management in 2017. He is also a licensed insurance agent and registered representative, occasionally offering commissionable products to clients. Princeton Global Asset Management provides discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as institutional clients such as pension, retirement, foundation, and endowment plans. The firm employs a fundamentally driven investment process that incorporates global macro, currency, and geopolitical analysis to construct customized portfolios, often using third-party platforms and independent manager allocations.

Kyle Bruner is a financial advisor with Innova Wealth Partners, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Innova Wealth Partners, he worked at Mary Beaver White Building and On The Level Construction, LLC. Innova Wealth Partners provides discretionary portfolio management and financial planning services to individuals, trusts, pension plan participants, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis in managing portfolios that include ETFs, mutual funds, and other securities, frequently engaging specialized sub-advisors for personalized indexing and alternative option strategies.

Chad White is a financial advisor with LRI Investments, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Equitable Advisors, AXA Advisors, and Milford Enterprises Inc. He is currently affiliated with JKJ Financial Services and M Holdings Securities in addition to his position at LRI Investments. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm constructs tailored portfolios using mutual funds, ETFs, and individual securities, with an emphasis on ongoing supervision and adjustments for tax planning, market conditions, and client objectives.

Thomas Cahill is a financial advisor at Ventura Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ventura Wealth Management since 2010, as well as at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Cahill is affiliated with professional organizations such as the CFA Institute and the New York Society of Securities Analysts, though he holds no active responsibilities with them. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model portfolio and asset-allocation framework that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic assessment.

Daniel Clifford is a financial advisor at White Knight Strategic Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2019 before joining White Knight in 2019. White Knight Strategic Wealth Advisors serves individuals, high-net-worth clients, trusts, businesses, and non-profits by providing financial planning, discretionary asset management, and implementation assistance. The firm emphasizes tax efficiency and cost control through broadly diversified, long-term investment strategies and conducts regular portfolio reviews using third-party technology to manage held-away accounts.

William Kufta is a financial advisor at Princeton Global Asset Management LLC with eight years of industry experience. He holds the Series 65 designation and has been with the firm since 2016. Princeton Global Asset Management provides discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm uses a fundamentally driven investment process incorporating global macro, currency, and geopolitical analysis to create customized portfolios and employs third-party platforms to manage held-away accounts and implement specific strategies.

Ian Foster is a Series 65-licensed advisor with Innova Wealth Partners, LLC, based in Newtown, PA, where he has worked since 2013. He has 13 years of industry experience. Foster is also a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers related products to clients. Innova Wealth Partners provides discretionary portfolio management and financial planning to individuals, trusts, pension plan participants, and businesses. The firm employs a variety of strategies including fundamental, technical, and cyclical analysis, often using specialized sub-advisors and advanced techniques such as derivatives and box-spread option strategies.

Glen Coral is a financial advisor at LRI Investments with 43 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LRI Investments, he was involved with JKJ Financial Services, M Holdings Securities, Inc., and Turning Point Wealth Strategies, where he serves as president and sole managing member. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as to businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers customized investment management and retirement plan consulting with an emphasis on ongoing portfolio supervision and rebalancing tailored to client objectives.

Susan Michel is a financial advisor at Glen Eagle Advisors, LLC with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Glen Eagle Advisors since 2003. In addition to her advisory role, she is the owner and president of Glen Eagle Investments, Inc., a cheese import business that she manages on a limited basis outside of securities trading hours. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models combined with fundamental and technical analysis. The firm serves a diverse client base including high net worth individuals, pension plans, trusts, and charitable organizations, and offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting.

George Wislar is a financial advisor at Princeton Global Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Princeton Global since 2020, following seven years at Acuity Wealth Management. Princeton Global Asset Management offers discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm’s investment approach is based on fundamental analysis combined with macroeconomic, currency, and geopolitical considerations, tailoring portfolios to client-specific factors and utilizing third-party managers and platforms to enhance service delivery.

Bruce Altschuler is a financial advisor at Carnegie Lake Advisors LLC with 41 years of industry experience. He holds the Series 63 designation and has previously worked at Highlander Capital Group, Inc. and Highlander Capital Management, LLC. Carnegie Lake Advisors LLC offers personalized investment advisory and portfolio management services to individual and high-net-worth clients, as well as trusts, pension plans, and business entities. The firm employs a tailored asset-allocation approach with continuous monitoring and uses a variety of investment strategies, including fundamental, qualitative, and cyclical analysis.

Paul Gerard is a CFA charterholder with 33 years of industry experience. He has been with Princeton Global Asset Management LLC since 2008. Outside of his advisory role, he is president of GFS Consulting Inc., a company he founded in 1982 that manages real estate holdings. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, and institutional clients such as pension plans, foundations, and endowments. The firm’s investment process is based on fundamental analysis and incorporates macroeconomic, currency, and geopolitical factors, offering customized strategies across equities, fixed income, and balanced portfolios.

Brenden Leese is a financial advisor with Novi Wealth Partners in Princeton, NJ, holding a Series 65 designation and six years of industry experience. He has worked at Novi Wealth Partners since 2019 and previously at Radnor Financial Advisors Inc. in 2018, as well as at Temple University from 2015 to 2018. Novi Wealth Partners provides comprehensive financial planning and discretionary investment management on a fee-only basis to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients. The firm’s investment process is asset-allocation first and planning-driven, emphasizing a passive core with intentional overweighting of small-cap and value equities and a focus on tax-sensitive asset location.

Hyder Agha is a financial advisor with White Knight Strategic Wealth Advisors, LLC in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 15 years before joining White Knight Strategic Wealth Advisors in 2019. White Knight Strategic Wealth Advisors serves individuals, high-net-worth clients, trusts, businesses, and non-profits by providing financial planning and discretionary asset management. The firm employs a team approach with seven advisors, managing over $178 million in assets and focusing on diversified, tax-efficient investment strategies combined with fundamental and technical analysis.

Joseph Schreiner is a financial advisor at Princeton Global Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has been with Princeton Global since 2019. Prior to joining the firm, he worked at Bucknell University from 2015 to 2019. Princeton Global Asset Management provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm’s investment approach is based on fundamental analysis with attention to macroeconomic, currency, and geopolitical factors, and portfolios are customized to client-specific criteria including risk tolerance and tax considerations.