Bruce Altschuler is a financial advisor at Carnegie Lake Advisors LLC with 41 years of industry experience. He holds the Series 63 designation and has previously worked at Highlander Capital Group, Inc. and Highlander Capital Management, LLC. Carnegie Lake Advisors LLC offers personalized investment advisory and portfolio management services to individual and high-net-worth clients, as well as trusts, pension plans, and business entities. The firm employs a tailored asset-allocation approach with continuous monitoring and uses a variety of investment strategies, including fundamental, qualitative, and cyclical analysis.

Keith Becker is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and previously held positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team across four offices. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies that include stocks, bonds, mutual funds, ETFs, options, and cryptocurrency products.

Paul Gerard is a CFA charterholder with 33 years of industry experience. He has been with Princeton Global Asset Management LLC since 2008. Outside of his advisory role, he is president of GFS Consulting Inc., a company he founded in 1982 that manages real estate holdings. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, and institutional clients such as pension plans, foundations, and endowments. The firm’s investment process is based on fundamental analysis and incorporates macroeconomic, currency, and geopolitical factors, offering customized strategies across equities, fixed income, and balanced portfolios.

Hyder Agha is a financial advisor with White Knight Strategic Wealth Advisors, LLC in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 15 years before joining White Knight Strategic Wealth Advisors in 2019. White Knight Strategic Wealth Advisors serves individuals, high-net-worth clients, trusts, businesses, and non-profits by providing financial planning and discretionary asset management. The firm employs a team approach with seven advisors, managing over $178 million in assets and focusing on diversified, tax-efficient investment strategies combined with fundamental and technical analysis.

Joseph Schreiner is a financial advisor at Princeton Global Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has been with Princeton Global since 2019. Prior to joining the firm, he worked at Bucknell University from 2015 to 2019. Princeton Global Asset Management provides discretionary investment management and financial planning services 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 with attention to macroeconomic, currency, and geopolitical factors, and portfolios are customized to client-specific criteria including risk tolerance and tax considerations.

Sean Gogola is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Cordatus Wealth Management LLC since 2016 and also works with Prospera Financial Services. Outside of advisory work, he is a passive investor and lender to Grasshopper Simplicity. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm provides financial planning, portfolio management, and executive services for stock option management, utilizing proprietary investment strategies and independent managers.

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.

Richard Tattory is a CFP® professional with four years of experience at RMR Wealth Management and prior experience at Fountainhead Capital Management. He has been involved with Tattory Financial Group since 1994, focusing on the sale of insurance products as a licensed insurance producer. His other business activities include real estate sales in Hamilton, NJ. RMR Wealth Management provides discretionary portfolio management and managed-account programs for individuals, retirement plans, and corporate clients. The firm utilizes third-party platforms and managers to create tailored investment portfolios that include traditional and alternative strategies.

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.

Stephen Schmidt is a financial advisor at Innova Wealth Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innova Wealth Partners since 2013. Schmidt is also a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management and financial planning to individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies, including the use of specialized sub-advisors and derivatives, and offers educational courses and retirement workshops as part of its client services.

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.

Morgan Zafonte is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at JMAC Enterprises LLC since 2021 and previously held roles at Wells Fargo Advisors Financial Network, LLC and Johnson & Johnson. JMAC Enterprises LLC, operating as Brick House Strategic Wealth, provides comprehensive wealth management, discretionary investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and manages approximately $919 million with a small team, offering services that include retirement-plan advisory and fiduciary roles.

Thomas Mcinerney is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Inc. and Insight Advisors since 2013. Outside of advising, he is the president and majority owner of Meridian Alarm Co., Inc., a security alarm company, and serves as a board member and minority owner of Liberty Coating, a pipe coating business. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team. The firm provides portfolio management, financial planning, and pension consulting, employing varied investment strategies including individual securities, mutual funds, options, and cryptocurrency.

William Wolf is a financial advisor at Insight Advisors, LLC in Newtown, PA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Insight Advisors since 2013. Prior to that, he was with Purshe Kaplan Sterling Investments for five years. Wolf is also a licensed insurance agent. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and various business entities. The firm provides portfolio management, financial planning, and pension consulting through a team of 15 advisors, employing a range of investment strategies tailored to client goals.

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.

Paul Orihel is a financial advisor with Insight Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Insight Advisors since 2016. In addition to his advisory work, he evaluates disability and creditable compensation requests for the New Jersey Teachers Pension and Annuity Fund. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, pension consulting, and portfolio monitoring. The firm manages approximately $785 million in client assets and employs a range of investment strategies including ETFs, mutual funds, stocks, bonds, options, and private securities.

Kurt Folcher is a financial advisor at Andrew Garrett, Inc. with 36 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Andrew Garrett, Inc. serves a diverse client base including retail individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover guidance, utilizing a variety of investment strategies and platforms tailored to client suitability, risk tolerance, and time horizon.

Jonathan Inzero is a CFP® professional with 13 years of industry experience, currently serving at Innova Wealth Partners, LLC since 2015. He holds a Series 66 license and is also a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management and financial planning services to individuals, trusts, pension plan participants, and businesses. The firm employs fundamental, technical, and cyclical analysis to implement investment strategies and frequently utilizes specialized sub-advisors while maintaining discretionary trading authority and ongoing oversight.

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.

John Orobono Jr. is an advisor at Innova Wealth Partners, LLC with one year of industry experience. His prior work includes roles at Ten Holdings Inc, G2 Startup Advisors LLC, and Danis Auto. Innova Wealth Partners provides discretionary portfolio management and financial planning for individuals, trusts, pension plan participants, and businesses. The firm uses a range of investment strategies including fundamental, technical, and cyclical analysis, employing both long- and short-term trading while frequently engaging specialized sub-advisors for portfolio implementation.