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.

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.

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.

Christopher Hamilton is a CFP® and CFA® with 26 years of industry experience. He is currently with Empire Financial Management Company, LLC and Empire Asset Management Company, LLC, having previously worked at R F Lafferty & Co Inc. and Kern, Suslow Securities, Inc. He is based in New York, NY. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm offers tailored investment strategies that include a range of asset classes and may involve concentrated positions, options, short selling, and limited leverage.

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.

Neel Shah is a CFP® with 10 years of industry experience and serves as a financial advisor at OMNI 360 Wealth, Inc. He is also a lawyer and the founder and partner of Shah & Associates, PC. His prior experience includes roles at Beacon Wealth Solutions LLC and Sound Financial Solutions Inc. OMNI 360 Wealth, Inc. provides financial planning and investment management services to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to guide portfolio construction, emphasizing diversification and alignment with client goals and risk tolerances.

Timothy Doyle is a CFP® with 17 years of experience in the financial services industry. He has been with Destiny Capital Corporation since 2020 and previously worked at related Destiny Capital entities dating back to 2014. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including entrepreneurs, managing approximately $382 million for around 260 clients through an eight-advisor team across six offices. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory combined with tactical adjustments and integrates ESG analysis into portfolio construction.

Kevin Korondi is a financial advisor at Paradigm Investment Advisory, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and Invest Financial Corp. Paradigm Investment Advisory provides discretionary investment management and financial planning to individuals, families, trusts, charitable organizations, and businesses. The firm constructs customized portfolios using institutional funds, ETFs, equities, and bonds, with a primarily long-term investment approach based on fundamental analysis and regular portfolio 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.

William Bruen Jr. is a financial advisor at Paradigm Investment Advisory, LLC with 47 years of industry experience. He holds the Series 63 designation and previously worked at UBS Financial Services Inc. for 13 years before joining Paradigm and LPL Financial in 2025. He is also a notary in the state of New Jersey. Paradigm Investment Advisory, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes customized, primarily discretionary portfolio management with a long-term orientation and offers ERISA 3(21) and 3(38) retirement plan services along with participant education.

Anthony Caputo is a financial advisor with Grantvest Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Grantvest since 2020 and has been affiliated with Calton & Associates, Inc. since 2013. Outside of his advisory role, Caputo is the owner of Aspire Capital Holdings, a startup franchise investor in the fast food sector, and is also involved as an insurance agent and partner in entities focused on life and supplemental health insurance. Grantvest Financial Group provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm constructs diversified portfolios primarily using exchange-traded funds, applying both fundamental and technical analysis, and manages client assets on a discretionary basis with ongoing monitoring and regular reviews.

James Mc Garry is a CFP® with 21 years of industry experience, currently serving at Navellier & Associates Inc since 2014. He holds Series 63 and Series 65 licenses and works as Senior Director of Private Client Services, focusing on private account management for high-net-worth clients. Navellier & Associates serves a diverse client base including individuals, trusts, estates, and institutional investors. The firm employs a quantitative and fundamental screening process across multiple equity and ETF strategies and offers both discretionary and non-discretionary portfolio management.

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.

Andrew Christiansen is a financial advisor at Condor Capital Wealth Management with a Series 66 credential and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting, employing fee-only investment programs that include equities, fixed income, mutual funds, ETFs, and private investment funds with ongoing client monitoring.

Eugene Singer is a financial advisor at Empire Financial Management Company, LLC in New York, NY, with 39 years of industry experience. He holds the Series 63 designation and has been with Empire Financial Management Company and Empire Asset Management Company since 2015. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities. The firm employs a client-specific asset allocation process and uses a range of investment strategies, including equities, fixed income, commodities, and derivatives.

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.

Logan Wadsworth is a financial advisor at Bravias Financial with Series 65 and Series 66 licenses and three years of industry experience. He has worked with firms including Cetera Investment Advisers LLC, Northwestern Mutual Investment Services LLC, and Securian Financial Services Inc. Prior to his financial career, he was involved in landscape and lawncare services and managed a sports bar. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, providing discretionary investment management and financial planning. The firm employs a model portfolio approach tailored by client risk assessments and incorporates a range of asset classes, offering financial planning as part of its investment management services or on a stand-alone basis.

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.

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.