Richard Sichel is a financial advisor at TritonPoint Partners, LLC with Series 65 and Series 63 licenses. He has 28 years of industry experience, including 27 years at The Philadelphia Trust Company and currently works at TritonPoint Partners. TritonPoint Partners provides investment management, financial planning, consulting, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm’s investment approach combines asset allocation grounded in modern portfolio theory with public equity, fixed income, and private market alternatives, applying both quantitative and fundamental analysis alongside third-party manager selection.

Michael Sullivan is a financial advisor at The Estate Planners Group with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with the firm since 2006. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and consulting, using fundamental analysis and diversified allocations across various asset classes.

James Kilcommons is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies tailored to their short-, mid-, and long-term financial goals. He provides guidance on a range of financial matters including investing, retirement planning, and managing unexpected expenses. Additionally, he facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. His expertise includes helping individuals manage various financial priorities, from purchasing a home and saving for college to addressing healthcare needs and elder care. James works collaboratively with clients to define goals, select portfolio strategies aligned with those goals, and provide ongoing advice to adapt portfolios as clients' situations evolve. James holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Seton Hall University.

Luke Lino is a financial advisor at Millstone Financial Group with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in wealth management and investment services. Outside of advisory work, he is also active as a licensed insurance agent. Millstone Financial Group serves individual investors, business owners, and retirement plans, offering asset management, financial planning, and ERISA plan services. The firm’s investment process incorporates fundamental, technical, and cyclical analysis, with regular client reviews and the use of sub-advisors to manage portfolios.

Patrick Magnuszewski is a CFP® with five years of industry experience, currently at Q3 Advisors, LLC. His prior roles include positions at Fidelity Investments and The Vanguard Group. Outside of his financial career, he works as an independent contractor providing pet care services. Q3 Advisors offers financial planning and tax-focused consulting services to individual clients, emphasizing fixed-fee engagements without managing investment portfolios or recommending specific securities.

Michele Later is a financial advisor at Cordatus Wealth Management LLC with six years of industry experience. Before joining Cordatus and Prospera Financial Services in 2021, she worked at Wells Fargo Clearing Services, LLC for 34 years. Michele holds a Series 66 designation. Cordatus Wealth Management serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes financial planning as the basis for portfolio construction and offers proprietary investment programs that incorporate fundamental and trend analysis along with risk management.

Prather Hill is a financial advisor with Sovereign Financial Group, Inc., holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm employs a long-term investment approach using low-cost, diversified mutual funds and ETFs, complemented by individual securities and tactical strategies, and offers a range of portfolio management, financial planning, and cash-management solutions.

Tara Bansal is a CFP® with 17 years of industry experience, currently serving at Princeton Global Asset Management LLC since 2020. She also provides life coaching services and teaches at Princeton Adult School each fall and spring. Prior to her current role, she has been involved with Positive Impact Consulting LLC since 2017. Princeton Global Asset Management offers 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 employs a fundamentally driven investment process integrating global macro, currency, and geopolitical analysis to create customized portfolios, often using third-party platforms and independent managers to manage held-away assets and specialized strategies.

Ian Brick is a financial advisor at Brick & Kyle Associates Inc with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Owowcow Creamery for three years and spent ten years in the education sector. Brick & Kyle serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and written financial planning. The firm employs a combined fundamental, technical, and cyclical investment approach across multiple asset classes and manages roughly $492 million for a client base that includes pensions, trusts, corporations, estates, and charitable organizations.

Brett Shaver is a CFA® charterholder with 18 years of industry experience. He has worked at Princeton Global Asset Management LLC since 2016 and has a prior background with Merrill Lynch Investment Managers dating back to 2006. 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 that incorporates global macro, currency, and geopolitical analysis to construct customized equity and fixed income portfolios, often employing third-party platforms for held-away account management and independent manager allocations.

Patrick Hehir is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Andrew Garrett, Inc. since 2007. He is also involved in selling health insurance through Princeton Financial. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, employing a multi-platform investment approach with discretionary and non-discretionary management across various asset classes and advisory programs.

Mark Byelich is a Certified Financial Planner® with 25 years of industry experience. He is currently with Attleboro Wealth Management LLC and has previously worked at Purshe Kaplan Sterling Investments, Inc. and Kestra Financial Services, Inc. Outside of his advisory role, he serves on the board of The Newtown Theatre, a nonprofit community theater, and is a licensed insurance agent. Attleboro Wealth Management advises individual and high-net-worth clients, trusts, estates, broker/dealers, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a centralized investment process using fundamental, quantitative, qualitative, and sector analysis to guide asset allocation, and offers tax-related services alongside its investment offerings.

Richard Moseley is a financial advisor at Princeton Global Asset Management LLC with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Princeton Global Asset Management since 2019. Moseley also serves on the board of Advisor Engine, participating in quarterly meetings and weekly calls. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm’s investment approach combines fundamental analysis with macroeconomic, currency, and geopolitical considerations, tailoring portfolios to client-specific factors and employing third-party managers and technology platforms for specialized strategies and held-away account management.

Anthony Carrino is a CFP® and ChFC® with 23 years of experience in the financial industry. He has worked at Roble Asset Management and Emmet & Company since 2003, and also maintains roles at First Institutional Securities LLC and CPA Investment Solutions, LLC. Carrino operates Sycamore Consulting, a sole proprietorship focused on investment consulting. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process emphasizing strategic asset allocation, a core/satellite approach, and incorporates both traditional and non-traditional strategies, including options and derivatives, with ongoing portfolio monitoring and quarterly reviews.

Duane Love is a financial advisor at Princeton Global Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has prior work history with New England Securities and D.E. Lave Associates, Inc. Outside of his advisory role, he has been retired since 2010. Princeton Global Asset Management provides discretionary investment management and financial planning 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 and considers macroeconomic, currency, and geopolitical factors, tailoring portfolios to clients’ specific needs and risk profiles.

Andrew Albano is a financial advisor at LRI Investments with a Series 65 credential and one year of industry experience. His prior roles include positions at JKJ Financial Services, Link Logistics, First Citizens Bank, BGC Group, and Prudential Financial. LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion across client accounts with a focus on customized asset-allocation strategies and both discretionary and non-discretionary services.

Jeffrey Cholish is a financial advisor with Insight Advisors, LLC, holding a Series 65 license and bringing 10 years of industry experience. He has worked at Insight Advisors since 2015 and previously was employed at Arin Risk Advisors, LLC and Westlake Chemical Corp. Outside of his advisory role, he serves as a senior manager at Baystar, a chemical sales company. Insight Advisors, LLC manages over $700 million for a diverse client base including individuals, high-net-worth clients, and pension plans. The firm employs a multi-advisor team and offers tailored portfolio management and financial planning services using a range of investment strategies and products.

Jason Rapp is a financial advisor at Byrne Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Byrne Asset Management since 2019. Prior to that, he worked at Md Sass from 2010 to 2018. Byrne Asset Management provides discretionary investment advisory services and financial planning primarily to high-net-worth individuals and select institutional clients, using a proprietary valuation model combined with fundamental and quantitative research. The firm also offers customized asset allocation strategies and maintains transparency through public performance disclosures for certain model portfolios.

Lidia Amodei is a CFP® and CFA® with 30 years of industry experience. She is currently with Attleboro Wealth Management LLC and has previously worked at Allspring Funds Management, LLC and Wells Fargo Funds Management, LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by providing asset management, portfolio management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer and utilizes various asset-allocation strategies across a broad range of securities.

Nicole Baptista is a CFP® professional at Glen Eagle Advisors, LLC with one year of industry experience and six years at the firm. Her prior work includes roles at Camassa Law Firm, Sam's Club, and Stevens Institute of Technology. Glen Eagle Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental and technical analysis within a generally buy-and-hold investment approach, offering both discretionary and non-discretionary portfolio management alongside written financial planning services.