Morley Goldberg is a financial advisor at Dumont & Blake Investment Advisors LLC in Princeton, NJ, with 23 years of industry experience. He has been with Dumont & Blake since 2000. Goldberg holds a Series 63 designation. Dumont & Blake Investment Advisors LLC is an independent SEC-registered firm managing approximately $540.8 million for a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, business entities, and several institutional clients. The firm employs a disciplined investment process combining fundamental, valuation, and technical analysis across multiple strategies and operates a sponsor-directed wrap program involving fee sharing with a broker-dealer.

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.

Richard Tattory is a CFP® with three years of experience at RMR Wealth Management and prior roles at Fountainhead Capital Management and Tattory Financial Group, which he has owned since 1994. He is also a licensed insurance producer involved in the sale of life and health insurance products. Additionally, he works in real estate sales as a listing agent. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm utilizes third-party platforms and sub-advisers for manager selection and offers a range of managed account programs alongside project-based consulting services.

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.

Ryan Macwright is a CFP® with 18 years of industry experience, currently serving as an advisor at Carnegie Lake Advisors LLC since 2024. He has worked at Highlander Capital Management, LLC since 2007 and holds portfolio management and managing member roles in affiliated hedge fund and futures management entities. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm uses a tailored asset-allocation approach that incorporates fundamental, qualitative, and cyclical analyses, emphasizing continuous monitoring and periodic rebalancing.

Richard Martino is a financial advisor with Carnegie Lake Advisors LLC in Princeton, NJ, holding a Series 63 designation and 44 years of industry experience. His prior roles include long-term positions at Highlander Capital Management, LLC and Highlander Capital Group, Inc. He joined Carnegie Lake Advisors in 2024 as part of a seven-member team. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a tailored asset-allocation approach with continuous monitoring and periodic rebalancing, using fundamental, qualitative, and cyclical analysis methods.

Robert Sichel is a financial advisor at TritonPoint Partners, LLC in Princeton, NJ. He holds a Series 65 designation and has experience at K&L Gates, LLP from 2016 to 2026 before joining TritonPoint in 2026. TritonPoint Partners provides investment management, financial planning, consulting, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation driven investment process grounded in modern portfolio theory and incorporates public equities, fixed income, and private market alternatives to manage approximately $286.5 million in assets across about 74 client relationships.

Margaret Gore is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at Glen Eagle Wealth, LLC and Glen Eagle Advisors, LLC since 2019, and previously held roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. In addition to her advisory work, she is an insurance agent affiliated with Glen Eagle Wealth, LLC. Glen Eagle Advisors, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a client-specific assessment process and standardized asset-allocation models, combining fundamental and technical analysis with a predominantly buy-and-hold investment approach, supported by rebalancing and downside protection strategies.

Robert Dunn is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Private Wealth Management Group, LLC since 2013. Dunn is based in Princeton, NJ, and is part of the Novi Wealth Partners team. Novi Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and corporate/pension/401(k) plans, offering comprehensive financial planning and investment management on a fee-only basis. The firm employs a documented asset-allocation process that integrates client goals, risk tolerance, and tax-aware portfolio construction, emphasizing passive core exposures and disciplined portfolio management.

Philip Kiernan Jr. is a financial advisor at Carnegie Lake Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Highlander Capital Management LLC. Outside of advisory work, he is involved with RLM Agency, where he acts as a general agent for term and life insurance products. Carnegie Lake Advisors LLC offers personalized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension, and business entities. The firm manages a diverse range of portfolios using strategic, dynamic, tactical, or core-satellite asset-allocation frameworks and employs fundamental, qualitative, and cyclical analysis methods.

Marcell Pickens Jr. is a financial advisor at Princeton Global Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Princeton Global since 2018, previously spending six years at TD Ameritrade. Outside of his advisory role, he is co-founder and lead photographer at Evvett Marcell Photography, LLC. 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 and foundations. The firm employs a fundamental analysis approach considering macroeconomic and geopolitical factors, tailoring portfolios to clients’ risk tolerance and other preferences.

Adam Goldberg is a financial advisor with Dumont & Blake Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Dumont & Blake since 2000. Dumont & Blake Investment Advisors LLC is an independent SEC-registered adviser managing approximately $540.8 million for a diverse client base including individuals, high-net-worth clients, pension plans, trusts, business entities, and several institutional clients. The firm employs a disciplined investment process utilizing fundamental, valuation, and technical analysis across multiple strategies, and operates a sponsor-directed wrap program with fee sharing arrangements.

Evasio Cagande is a financial advisor at White Knight Strategic Wealth Advisors, LLC with 26 years of industry experience. He holds the Series 63 designation and has worked at White Knight since 2019, following a 14-year tenure at Ameriprise Financial Services, Inc. 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 broadly diversified, tax-efficient, and cost-controlled investment strategies, managing most client accounts on a discretionary basis while conducting formal annual reviews.

Jeffrey Loesser is a financial advisor at The Estate Planners Group with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Outside of his advisory role, he manages and advises two pooled investment vehicles through affiliated entities. The Estate Planners Group is a team-based investment adviser serving approximately 325 individual and high-net-worth clients with personalized portfolio management, financial planning, and third-party manager recommendations. The firm employs fundamental analysis and diversified allocations and offers educational programs and enhanced reporting tools.

Stephen Shueh is a financial advisor with Roundview Capital, LLC in Princeton, NJ, holding 23 years of industry experience. He has worked at Roundview Capital since 2008. Outside of his advisory role, he serves on the Investment Committee for Grounds for Sculpture and is a member of the Board of Directors at The Bank of Princeton. Roundview Capital provides investment advice and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis to pursue long-term, risk-adjusted after-tax returns and manages approximately $1.88 billion in regulatory assets.

James Oboyle IV is a financial advisor with Glen Eagle Advisors, LLC in Kingston, NJ, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at CBIZ Inc., EquityZen Securities LLC, and Wells Fargo Securities, LLC, as well as service in the United States Marine Corps. 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 client-specific assessments combined with fundamental and technical analysis within a primarily buy-and-hold investment approach, using both discretionary and non-discretionary portfolio management strategies.

James Kilcommons III is a CFP® professional with 23 years of experience in the financial industry. He has been with Princeton Global Asset Management LLC since 2024 and previously worked at TIAA Cref for eight years. 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 employs a fundamentally driven investment process incorporating global macro, currency, and geopolitical analysis to construct customized portfolios that are typically managed on a discretionary basis.

Anthony Privetera is a CFP® with 41 years of experience in financial advisory. He is currently with Caleo Capital N.A. LLC and also associated with Privetera Wealth Management Associates, where he has provided financial advisory services since 2017. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation process with mutual funds, ETFs, independent managers, and alternative investments, and integrates insurance and asset-protection considerations into its planning services.

Joseph Gormley Jr. is a financial advisor with EmpiriKal Partners LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at several firms including Portsmouth Financial Services and Glen Eagle Advisors, and has operated a sole proprietorship providing tax preparation and accounting services since 1990. EmpiriKal Partners LLC offers discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tailored investment approach based on fundamental analysis and risk tolerance, serving approximately 199 clients with a team of ten advisors across multiple offices.

Matthew Royer is a financial advisor at Platform Wealth Advisors with a Series 65 designation. He joined the firm in 2024 and has prior experience at Platform Accounting Group, Mercer Community College, Tomlin & Associates LLC, and ATR International/Abbott Laboratories. Outside of finance, he previously worked at Benjamin's Cows & Crabs and Oakwood Country Club. Platform Wealth Advisors is a registered investment adviser managing approximately $509 million in client assets. The firm serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, employing a passive, asset-class investment approach grounded in Modern Portfolio Theory with the use of model portfolios and delegated discretionary management.