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.

Scott Mc Caffery is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Paradigm Investment Advisory, LLC and LPL Financial LLC. Prior to this, he worked at Warren Wealth Associates and Commonwealth Financial Network. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and businesses. The firm’s approach focuses on long-term, fundamental analysis with customized portfolios and ongoing wealth management services.

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.

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 a Series 63 designation and previously worked at Highlander Capital Management, LLC and Highlander Capital Group, Inc. from 1997 to 2024. Carnegie Lake Advisors LLC offers individualized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm utilizes a tailored asset allocation framework combined with fundamental, qualitative, and cyclical analysis methods.

Christina Sharkey is a financial advisor with Investment Partners Asset Management and holds a Series 65 designation. She has eight years of experience as a CPA and EA through her work at Calico CPA LLC, in addition to two years in the financial advisory industry. Her prior roles include positions at Mandel Feketi & Bloom CPAs, Robert Half, and Intuit. Investment Partners Asset Management is an SEC-registered advisory firm serving individuals, business entities, trusts, estates, and retirement plans. The firm manages approximately $333 million in client assets, employing a value-oriented investment approach across equities, fixed income, mutual funds, ETFs, and specialized strategies including options and derivatives.

Jonathan Tomassi is a financial advisor at Star Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm follows a relationship-oriented process emphasizing fundamental analysis and offers portfolio management through proprietary Wrap fee programs.

Eric Sterner is a CFA® charterholder with six years of industry experience. He is currently with Apollon Financial, LLC and has held positions at Prudential and State Street. Apollon Financial, LLC is an SEC-registered advisory firm managing approximately $1.45 billion for individuals, families, businesses, and retirement plans. The firm combines centrally managed model strategies with advisor-led portfolios and utilizes tax-aware techniques alongside access to private and alternative investments.

Anthony Uccio is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Geremia Financial Services in 2018, he worked at Barnes & Noble for eight years. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic approach combined with bottom-up security selection and using options primarily for hedging.

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.

John Ryan III is a financial advisor with Glen Eagle Advisors, LLC in Kingston, NJ, holding Series 63 and Series 65 licenses with eight years at the firm and additional prior experience at CFT Securities, LLC and Quellos Capital Management LP. He has been affiliated with Glen Eagle since 2018. 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 approach using fundamental and technical analysis, generally favoring a buy-and-hold strategy supplemented by rebalancing and downside protection, and offers access to institutional strategies and alternative investments for qualified clients.

Marc Kane is a financial advisor at Atlas Private Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a Certified Public Accountant since 1999, operating his own accounting firm. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

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.

Frank Geremia is a financial advisor with Geremia Financial Services, LLC in Edison, NJ, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. In addition to his advisory work, he owns a mortgage brokerage that introduces clients to lenders. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management to a diverse client base including individuals, plans, trusts, and business entities. The firm manages approximately $132 million in discretionary assets and offers a proprietary wrap fee program that integrates portfolio management with brokerage services.

Morley Goldberg is a financial advisor at Dumont & Blake Investment Advisors LLC in Princeton, NJ, holding a Series 63 designation with 24 years of industry experience. He has been with Dumont & Blake since 2000. Dumont & Blake Investment Advisors provides discretionary and non-discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, and business entities. The firm manages equity, fixed income, and balanced portfolios, employing a multi-discipline equity framework along with ETF, dividend/yield, and tactical strategies.

Arthur Ernst is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Byrne Asset Management, LLC since 2006. Byrne Asset Management provides discretionary investment advisory services and financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis, offering customized portfolios and publicly discloses performance for certain strategies.

Harpreet Mangat is a CFP® professional with 25 years of industry experience. He is affiliated with White Knight Strategic Wealth Advisors, LLC, where he has worked since 2019, and previously spent 18 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he volunteers as a Sunday school teacher with the Central Jersey Sikh Association, educating children about Sikh history. White Knight Strategic Wealth Advisors provides fiduciary investment advisory and financial planning services to individuals, families, trusts, non-profits, and businesses, including high-net-worth clients. The firm uses a combination of fundamental and technical analysis to manage diversified, tax-aware portfolios on a discretionary basis and integrates held-away accounts through the Pontera platform.