Ryan Dunn is a financial advisor at Novi Wealth Partners with 11 years of industry experience. He holds a Series 65 designation and has been with Private Wealth Management Group, LLC since 2013. Novi Wealth Partners serves individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate pension and 401(k) plans. The firm provides comprehensive financial planning and both discretionary and non-discretionary investment management on a fee-only basis, managing approximately $492 million in assets through a team of eight advisors.

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.

Paul Esposito is a CFP® and CFA® credentialed advisor with 14 years of industry experience. He is currently with Prestige Wealth Management Group, LLC, where he has worked since 2018. Prior to that, he was with Alliance Wealth Management Group, LLC from 2014 to 2018. Prestige Wealth Management Group serves individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing a range of investment strategies that include equities, fixed income, mutual funds, ETFs, and third-party managed accounts.

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.

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.

Steven Linden is a financial advisor with Alliance Wealth Management Group, LLC in Flemington, NJ, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been with Alliance Wealth Management Group, Purshe Kaplan Sterling Investments, and Alliance Accounting Group since 2014. Outside of advising, he is a partner at an accounting firm and a member of a holding company advising businesses on growth strategies. Alliance Wealth Management Group serves individual and high-net-worth clients, trusts, pension plans, and businesses through discretionary wealth management, investment consulting, and standalone financial planning. The firm uses a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory, tailoring portfolios to clients’ risk tolerance and time horizon with at least quarterly reviews.

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.

John Deangelo is a CFP® professional with 25 years of experience in financial advising. He is a managing director at Prestige Wealth Management Group, LLC and has held positions at Osaic Wealth, Inc. and Triad Advisors Inc. Deangelo holds Series 63 and Series 66 licenses and has been with Prestige Wealth Management since 2012. Prestige Wealth Management Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a range of investment strategies across multiple asset classes and utilizes both proprietary and third-party platforms, including Unified Managed Accounts through an affiliated adviser.

James Mc Garry is a CFP®-designated financial advisor with 22 years of industry experience. He has worked at Navellier & Associates Inc. since 2014 and previously held roles at Edelman Financial Services, Chase Investment Services, Equitable Advisors, and MetLife Investment Fund Services. At Navellier, he serves as Senior Director of Private Client Services, providing private account management to high net worth clients. Navellier & Associates offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment process, constructing concentrated and diversified equity portfolios alongside tactical ETF, covered-call, and dividend-focused strategies.

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.

Christopher Loesser is a financial advisor at The Estate Planners Group with a Series 65 credential and one year of industry experience. He has been involved with Hundredfold Consulting LLC since 2022 and serves as principal and owner of Northgreen Consulting LLC, a nonprofit consulting firm. Additionally, he has been affiliated with Intervarsity Christian Fellowship / USA from 2011 to 2025. The Estate Planners Group is a six-advisor team managing approximately $421–422 million across several hundred client accounts. The firm provides discretionary portfolio management and financial planning primarily to individuals, including high-net-worth clients, and offers fee-based public classes on financial and retirement planning. Its investment approach emphasizes fundamental analysis, diversification, and the use of both internally managed portfolios and recommended third-party managers, supplemented by affiliated private-fund sponsorship and related activities.

Matthew Wallack is a CFA® charterholder with 16 years of experience in the financial industry. He has been with Roundview Capital, LLC since 2014. Roundview Capital provides investment advice and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a mix of fundamental and technical analysis to pursue long-term, risk-adjusted after-tax returns and manages approximately $1.88 billion in regulatory assets, serving a diverse client base that includes institutional and governmental entities.