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.

Arthur Ernst is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Byrne Asset Management, LLC since 2006. Byrne Asset Management provides discretionary investment advisory services and financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis, offering customized portfolios and publicly discloses performance for certain strategies.

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.

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.

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.

Margaret Gore is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at Glen Eagle Wealth, LLC and Glen Eagle Advisors, LLC since 2019, and previously held roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. In addition to her advisory work, she is an insurance agent affiliated with Glen Eagle Wealth, LLC. Glen Eagle Advisors, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a client-specific assessment process and standardized asset-allocation models, combining fundamental and technical analysis with a predominantly buy-and-hold investment approach, supported by rebalancing and downside protection strategies.

Robert Dunn is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Private Wealth Management Group, LLC since 2013. Dunn is based in Princeton, NJ, and is part of the Novi Wealth Partners team. Novi Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and corporate/pension/401(k) plans, offering comprehensive financial planning and investment management on a fee-only basis. The firm employs a documented asset-allocation process that integrates client goals, risk tolerance, and tax-aware portfolio construction, emphasizing passive core exposures and disciplined portfolio management.

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.

Philip Kiernan Jr. is a financial advisor at Carnegie Lake Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Highlander Capital Management LLC. Outside of advisory work, he is involved with RLM Agency, where he acts as a general agent for term and life insurance products. Carnegie Lake Advisors LLC offers personalized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension, and business entities. The firm manages a diverse range of portfolios using strategic, dynamic, tactical, or core-satellite asset-allocation frameworks and employs fundamental, qualitative, and cyclical analysis methods.

Marcell Pickens Jr. is a financial advisor at Princeton Global Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Princeton Global since 2018, previously spending six years at TD Ameritrade. Outside of his advisory role, he is co-founder and lead photographer at Evvett Marcell Photography, LLC. 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 and foundations. The firm employs a fundamental analysis approach considering macroeconomic and geopolitical factors, tailoring portfolios to clients’ risk tolerance and other preferences.

Joseph Betti is a financial advisor with Andrew Garrett, Inc. in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sw Bach & Company since 2005. Betti is also involved with Princeton Financial as a separate business activity. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients through discretionary and non-discretionary management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model with various program sponsors and offers customized portfolio strategies including ESG-focused options.

Adam Goldberg is a financial advisor with Dumont & Blake Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Dumont & Blake since 2000. Dumont & Blake Investment Advisors LLC is an independent SEC-registered adviser managing approximately $540.8 million for a diverse client base including individuals, high-net-worth clients, pension plans, trusts, business entities, and several institutional clients. The firm employs a disciplined investment process utilizing fundamental, valuation, and technical analysis across multiple strategies, and operates a sponsor-directed wrap program with fee sharing arrangements.

Evasio Cagande is a financial advisor at White Knight Strategic Wealth Advisors, LLC with 26 years of industry experience. He holds the Series 63 designation and has worked at White Knight since 2019, following a 14-year tenure at Ameriprise Financial Services, Inc. White Knight Strategic Wealth Advisors serves individuals, high-net-worth clients, trusts, businesses, and non-profits, offering financial planning and discretionary asset management. The firm emphasizes broadly diversified, tax-efficient, and cost-controlled investment strategies, managing most client accounts on a discretionary basis while conducting formal annual reviews.

Charles Naddaff II is a financial advisor with Glen Eagle Advisors, LLC, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Glen Eagle Wealth, LLC, Naddaff Consulting, and Glen Eagle Advisors since 2016. In addition to his advisory role, he operates as an independent licensed insurance agent and provides business consulting services through Naddaff Consulting Services, Inc. Glen Eagle Advisors, LLC offers 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 approach to portfolio construction, using fundamental and technical analysis within a primarily buy-and-hold framework, and they provide access to third-party managers and alternative investments for qualifying clients.