Robert Michel is a financial advisor at Glen Eagle Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Glen Eagle Advisors and Glen Eagle Wealth, LLC since 2016. Outside of advisory work, he is a principal and chief investment officer of Glen Eagle Investments Inc., which also operates as a specialty importer. Glen Eagle Advisors, LLC provides investment management and financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm uses a client-specific assessment process combined with fundamental and technical analysis to construct portfolios, employing a generally buy-and-hold strategy with rebalancing and downside protection when appropriate.

Howard Alter is a financial advisor with Roundview Capital, LLC in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Roundview Capital since 2008 and previously led Alter Asset Management, Inc. from 1992 to 2012. Roundview Capital is an independent SEC-registered advisory firm serving individuals, families, and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.13 billion in regulatory assets using tailored investment policy statements and a combination of fundamental and technical analysis across various asset classes, with a focus on pooled retirement plan management and donor-advised fund advisory.

Kevin Flesch is a financial advisor at Millstone Financial Group in Princeton, NJ, with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of his advisory role, he is also involved as an insurance agent affiliated with Millstone Financial Group. Millstone Financial Group serves individual investors, business owners, and retirement plans, offering asset management, financial planning, consulting, and ERISA plan services. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis tailored to each client's objectives and risk tolerance, and it provides educational seminars alongside managing relationships with sub-advisors and third-party managers.

Bryan Britchkow is a financial advisor with Star Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at BJB Capital, OSAIC, FSC Securities Corporation, and Thrive Financial Services, among others. 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 with fundamental analysis for security selection and sponsors its own Wrap fee programs.

Eckart Weeck is a financial advisor with Carnegie Lake Advisors LLC, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked for Highlander Capital Management LLC and Highlander Capital Group, Inc. for 26 years. Outside of his advisory role, Weeck has served as a senior portfolio manager and managing member at a hedge fund affiliated with Highlander Bank Holdings, LLC. 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 management approach with continuous monitoring and periodic rebalancing, using various asset-allocation strategies and a combination of fundamental, qualitative, and cyclical analysis methods.

Brendan Byrne III is a financial advisor at Byrne Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Dodge and Cox and Joele Frank, Wilkinson, Brimmer, Katcher. Byrne Asset Management serves high-net-worth individuals, family offices, and small institutions, offering discretionary investment advisory services and asset allocation guidance. The firm employs a proprietary valuation model supported by fundamental and quantitative research and maintains specialized model strategies and separate accounts for institutional clients.

Samuel Ramos is a financial advisor at Star Wealth Advisors with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Third Seven Capital, Wells Fargo Bank, PNC Investments, Merrill, Equitable Advisors, and OSAIC. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and third-party money manager oversight for individuals, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized process and primarily uses fundamental analysis to construct diversified, long-term portfolios.

Jason Muscari is a financial advisor with Empire Financial Management Company, LLC, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Empire Financial Management since 2016 and also works with Empire Asset Management. Outside of his advisory role, he serves as CEO and President of JAM Planning & Consulting. Empire Financial Management Company provides portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities, tailoring strategies to client objectives through separately managed accounts. The firm’s investment approach includes a wide range of asset classes and strategies, with a focus on client-specific asset allocation.

Brendan Mc Poyle is a CFP® professional with 24 years of industry experience. He is a partner and wealth manager at Princeton Global Asset Management LLC and has previously worked at Affinity Wealth Management, Mercap Securities, and Coastal Equities. 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 employs a fundamental analysis-based investment process that considers macroeconomic, currency, and geopolitical factors, tailoring portfolios to clients’ risk tolerance, time horizon, liquidity needs, and tax considerations.

Joel Heymsfeld is a CFA charterholder with 35 years of industry experience and has been with Princeton Global Asset Management LLC since 2009. He holds the Series 63 and Series 65 licenses and is based in Princeton, NJ. 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 equity, fixed income, and balanced portfolios, often using third-party platforms to implement strategies and manage held-away assets.

Ann Monaghan is a financial advisor at Glen Eagle Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Redwood Wealth Management Group, BANK of AMERICA, N.A., and Merrill. Outside of finance, she has been involved with the Princeton Tiger Aquatics Club since 2010. Glen Eagle Advisors provides investment management and financial planning services to a diverse client base, employing a combination of fundamental and technical analysis with a largely buy-and-hold investment approach supplemented by rebalancing and downside protection strategies.

Paul Kuleska is a financial advisor with Santander Securities LLC and holds a Series 66 designation. He has nine years of industry experience and has previously worked at PNC Investments, Capital One Advisors, and Cetera Investment Services among other firms. Outside of his advisory role, he assists with maintenance of a rental property owned by his spouse. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.

Clayton Fillian is a financial advisor at Verity Asset Management with two years of industry experience. He holds a Series 65 designation and has worked at Verity since 2023. In addition to his advisory role, Fillian is an insurance agent involved with Teacher's Pension and Insurance Services, Inc., and participates as a partner in New Jersey Public Employee Educators, LLC, a marketing agency focused on educating public employees about pensions, Social Security, life insurance, and annuities. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across multiple asset classes, combining fundamental, technical, and qualitative analysis, and offers both internally managed specialty models and third-party manager models.

Wayne Slappy is a financial advisor with SteelPeak Wealth, LLC in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with SteelPeak Wealth Management since 2015 and is involved in community and professional organizations, serving as membership chair for the Greater Van Nuys Rotary and chapter president for the Team Referral Network. Slappy has also been active in insurance sales through various carriers associated with W&R Insurance Agencies since 2012. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, and family offices. The firm provides financial planning, portfolio management, and alternative investment consulting, utilizing proprietary model portfolios and offering access to private placement investments and non-purpose loan solutions.

Inderjit Samra is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Advisory Services Network since 2016. He has worked previously at firms including Merrill, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. Outside of his advisory role, he serves as co-lead of the Punjabi Chamber of Commerce, NJ chapter, and holds corporate advisor positions with Crypto Asset Rating Inc., New Jersey Blockchain Council, and a telecom, Web3, and AI business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisory representatives, offering portfolio management, financial planning, and consulting tailored to client objectives and risk tolerances.

Andrew Bernal is a financial advisor with Santander Securities LLC in Manalapan, NJ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Bernal has worked at Santander Securities, LLC and Santander Bank, NA since 2014. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Justin Park is a Series 65-licensed advisor at McAdam LLC with one year of industry experience. His prior work includes a role at Vette.io and an extended period as a student before joining McAdam. McAdam LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios using a fundamental analysis approach and integrates specialized investment strategies such as direct indexing and cryptocurrency exposure.

Adam Rubin is a Series 65-licensed financial advisor at Integrity Advisory Solutions with one year of industry experience. He has been associated with Levine, Furman & Rubin, LLC since 2012, where he practices estate planning law. Rubin also serves on the boards of the Alzheimer's Association Greater New Jersey Chapter and the Senior Citizens Activities Network. Integrity Advisory Solutions is a multi-team firm that serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, managing approximately $1.1 billion in client assets.

Nuzhat Naz Khan is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been with Santander Securities since 2015 and has worked at Santander Bank, NA since 2004. Khan is also a notary public in Manalapan, NJ. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform that utilizes third-party investment managers and centralized implementation.

Joseph Schultz is a CFP® certificant with 31 years of industry experience, currently working at HBKS Wealth Advisors. He previously spent 11 years at Ladenburg Thalmann & Co. Inc. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm employs tailored portfolios managed on a discretionary basis and offers a broad range of strategies without specializing in any single investment area.