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 has worked at Redwood Wealth Management Group, Bank of America, and Merrill. Outside of her advisory roles, she has been involved with the Princeton Tiger Aquatics Club since 2010. Glen Eagle Advisors, LLC provides investment management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm uses client-specific assessments alongside fundamental and technical analysis to construct portfolios, generally following a buy-and-hold approach with rebalancing and downside protection strategies.

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-credentialed financial advisor with 16 years of industry experience, currently with Advisory Services Network since 2016. Beyond his advisory role, he serves as a co-lead of the Punjabi Chamber of Commerce, NJ Chapter, and holds advisory positions with Crypto Asset Rating Inc., New Jersey Blockchain Council, and a telecom, Web3, and AI business. He is also an executive committee member of the Office of Homeland Security & Preparedness Interfaith Advisory Council. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services tailored to clients’ objectives and risk tolerances, utilizing diverse investment strategies and engagement types.

Andrew Bernal is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Santander Securities and Santander Bank since 2014. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized compliance and reporting.

Jack Wildman is a Series 66-licensed financial advisor with Packerland Brokerage Services, Inc. He began his advisory career in 2026 and has prior experience at Equitable Advisors, LLC. Wildman has also worked at Lifetime Fitness and has been involved with Camp Briar Hill. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, individual portfolio management, and retirement-plan consulting, utilizing both direct management and third-party managers through platforms like Envestnet.

Walter Kukowski is a financial advisor at Santander Securities LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2014. Outside of his advisory role, he manages a rental property in Hoboken, New Jersey. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Paul Gould is a financial advisor at Principal Advised Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors and Lincoln National Life for 15 years. Paul is involved in community activities, serving on the New Member Committee of the Beacon Networking for Life Association and holding leadership roles in the Newtown Presbyterian Church, including Stewardship Chairperson and Session Member. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models with third-party tools and operates within the Principal Financial Group family, enabling access to a range of affiliated financial products and services.

Kathelene Burns is a financial advisor at Silvercrest Asset Management Group LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Silvercrest since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management alongside services such as bill paying, tax planning, and consolidated reporting. The firm manages approximately $36.5 billion in assets under advisement and employs a combination of proprietary equity and fixed-income strategies supplemented by outsourced CIO, due diligence, and quantitative risk analytics.

Jodi Viaud is a CFP® professional with 14 years of industry experience, currently affiliated with The AmeriFlex Group. Her prior roles include positions at Cambridge Investment Research, Osaic/ROYAL ALLIANCE ASSOCIATES, and Sii. She is also the owner of Knox Grove Financial, LLC, a financial services business based in Pennington, NJ. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Steve Nguyen is a financial advisor at Bryn Mawr Trust Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Commonwealth Financial Network, WSFS Wealth Investments, Citizens Securities, Santander Securities, and Sovereign Bank. Outside of advising, he spends part of his time involved in fixed insurance sales. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, endowments, and corporations. The firm offers customized investment strategies using a range of vehicles and serves as a sub-adviser to WSFS Bank’s Wealth division and other entities, combining bank and trust company affiliations with multi-team advisory services.

Hari Sharma is a financial advisor with Santander Securities LLC, holding a Series 66 license and bringing 23 years of industry experience. He has worked with Santander Securities and Santander Bank since 2016, and previously was with CCO Investment Services Corp from 2014 to 2016. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client support.

Charles Toth is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. His prior experience includes roles at Morgan Stanley and Pride. John Hancock Personal Financial Services serves individual clients, trusts, estates, non-profits, and business entities through financial planning and consultative services, using technology-assisted models and third-party software to provide generally framed recommendations across asset allocation, retirement, and estate planning.

James Foley is a financial advisor at Kinetic Investment Management, Inc. in Princeton, NJ, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Questar Asset Management. Foley is also a licensed insurance agent focusing on annuities and life insurance. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by offering portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using various analytical methods and may allocate portions of client portfolios to higher-risk, potentially illiquid investments when appropriate.

Andrew Gergatsoulis is a financial advisor at Aegis Capital Corp. with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America and Merrill. He is the owner of AG Capital Holdings LLC, an inactive investment account. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports clients with trade execution, clearing, custody, and reporting services.

Christopher Gatsch is a financial advisor with OneSeven who holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. He is also the founder of Alta Vera Securities d/b/a SH Summit, Inc., focusing on sourcing and selling private investment offerings to qualified investors. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes diversified portfolios with a primarily long-term investment approach and utilizes a mix of discretionary and non-discretionary management strategies.

Jared Reilly is a CFP® with 18 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. Before joining CW Advisors in 2024, he spent over 16 years at Mercadien Securities, LLC and Mercadien Asset Management, LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and various business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, and retirement plan advisory.

Ansh Gandhi is a financial advisor at Bryn Mawr Trust Advisors, LLC with Series 65 and Series 63 licenses. He has held positions at PGIM, KPMG, Keller Williams, and Rutgers University, among others, accumulating experience across multiple industries. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management, financial planning, and retirement-plan fiduciary services, employing a multi-asset approach with a combination of proprietary solutions, third-party platforms, and both active and passive managers.

Robert Eng is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Belpointe Asset Management LLC since 2019. He previously worked at Glen Eagle Advisors LLC and J.O.Y. WEALTH PARTNERS. Outside of his advisory role, he is the founder of Joywise, a meditation teaching and coaching business in Princeton, NJ. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing a range of strategies from passive to tactical, with customized portfolio solutions supported by affiliated funds and service entities.

Isaac Keil is a CFP® with 16 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2024 and previously spent 11 years with Bank of America and Merrill. Outside of his advisory role, he operates Isaac Financial, a business offering insurance and investment services. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring, implementing a variety of strategies across passive, active, tactical, blended, and ESG-integrated approaches.