Ryan Macwright is a CFP® with 18 years of industry experience. He joined Carnegie Lake Advisors LLC in 2024 after 17 years at Highlander Capital Management, LLC. Macwright has held roles managing hedge funds and related investment entities. Carnegie Lake Advisors LLC offers 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 active monitoring and utilizes fundamental, qualitative, and cyclical analysis methods.

Richard Martino is a financial advisor at Carnegie Lake Advisors LLC in Princeton, NJ, 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 over three decades before joining Carnegie Lake Advisors. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to a range of clients, including individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a tailored asset-allocation approach featuring continuous monitoring and periodic rebalancing, utilizing fundamental, qualitative, and cyclical analysis methods.

Brian Brown is a financial advisor at Investment Partners Asset Management with 23 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including T.R. Winston & Company, LLC and Community Informatics. Brown is also involved with Investment Partners Group, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing and uses a range of strategies including tactical asset allocation, derivatives, and allocations to various funds and independent managers.

Robert Sichel is a financial advisor with TritonPoint Partners, LLC and holds a Series 65 designation. He joined TritonPoint in 2026 after a decade at K&L Gates, LLP. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment approach combines long-term asset allocation with quantitative and fundamental analysis, utilizing a mix of in-house management, independent managers, and technology-enabled tools, including generative artificial intelligence for research and client service.

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 CFP® professional with 24 years of experience in financial advising. He is currently with Novi Wealth Partners in Princeton, NJ, and previously worked at Private Wealth Management Group, LLC. Novi Wealth Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients with comprehensive financial planning and discretionary investment management on a fee-only basis. The firm employs an asset-allocation first, planning-driven investment approach and emphasizes passive core portfolios with strategic overweighting in small-cap and value equities, alternatives, and tax-sensitive fixed income.

Bryn Heath is a financial advisor at Star Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Equitable Advisors, AXA Advisors, and NYLife Securities. Outside of financial services, Heath is involved with Fivestar Bath Solutions. Star Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and corporations by providing discretionary investment and portfolio management along with financial planning. The firm uses a relationship-oriented process focused on fundamental analysis to build diversified, long-term portfolios and sponsors its own Wrap fee programs.

Philip Kiernan Jr. is a financial advisor with Carnegie Lake Advisors LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Highlander Capital Management LLC and Cantella & CO., Inc. He has a minor outside business activity involving life insurance agency work through RLM Agency. 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 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.

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 with White Knight Strategic Wealth Advisors, LLC, holding a Series 63 designation and 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining White Knight in 2019. White Knight Strategic Wealth Advisors provides fiduciary investment advisory and financial planning services to individuals, families, trusts, non-profit organizations, and businesses, including high-net-worth clients. The firm employs a combination of fundamental and technical analysis to manage long-term, tax-aware, diversified portfolios, generally on a discretionary basis.

Frank Geremia Jr. is a financial advisor with Geremia Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Geremia Financial Services since 2005. Outside of his advisory role, he is the managing member of Geremia Capital, LLC, a mortgage brokerage. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages approximately $132 million in discretionary assets and sponsors its own wrap fee program, combining top-down macroeconomic allocation with bottom-up fundamental security selection.

Jordan Gilberti is a CFP® with eight years of experience in financial planning. He is currently an investment advisor representative for Boldin Advisors and Core Planning and has prior experience at Facet Wealth, Family Focus Financial Group, and Rutgers University. Gilberti also works as a senior planner with Ontrail, Inc., providing consulting services and financial plan development. Boldin Advisors serves individuals, high net worth clients, trusts, estates, and small businesses by offering financial planning and investment consultations based on Modern Portfolio Theory. The firm emphasizes a long-term, buy-and-hold investment approach using low-cost index funds and ETFs and operates as a fee-only adviser without discretionary portfolio management.

Richard Semo Jr. is a financial advisor at Geremia Financial Services, LLC with 18 years of experience since joining the firm in 2008. He holds a Series 65 designation and works within a team of five advisors based in Edison, NJ. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $132 million in discretionary assets across roughly 130 client accounts and sponsors its own wrap fee program that integrates portfolio management and brokerage services.

Stephen Shueh is a financial advisor with Roundview Capital, LLC in Princeton, NJ, holding 23 years of industry experience. He has worked at Roundview Capital since 2008. Outside of his advisory role, he serves on the Investment Committee for Grounds for Sculpture and is a member of the Board of Directors at The Bank of Princeton. Roundview Capital provides investment advice and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis to pursue long-term, risk-adjusted after-tax returns and manages approximately $1.88 billion in regulatory assets.

James Oboyle IV is a financial advisor at Glen Eagle Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Glen Eagle Advisors, he worked at CBIZ Inc., EquityZen Securities LLC, and Wells Fargo Securities, LLC, and served five years in the United States Marine Corps. Glen Eagle Advisors, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs client-specific assessments combined with fundamental and technical analysis to construct portfolios, generally following a buy-and-hold strategy supplemented by rebalancing and downside protection.

James Kilcommons III is a CFP® professional with 23 years of experience in the financial industry. He has been with Princeton Global Asset Management LLC since 2024 and previously worked at TIAA Cref for eight years. 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 portfolios that are typically managed on a discretionary basis.

Michael Haua is a financial advisor at Paradigm Investment Advisory, LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at Bruen Wealth Management, LPL Financial, Paradigm Wealth Management, Timedox Inc, MedMen LLC, Guitar Center Inc., and Lyft. Paradigm Investment Advisory, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, and businesses. The firm offers primarily discretionary portfolio management with a long-term orientation, utilizing institutional mutual funds, ETFs, individual equities, fixed income, and independent third-party managers, alongside retirement plan advisory services including ERISA 3(21) and 3(38) support and participant education.

Joseph Gormley Jr. is a financial advisor with Empirikal Partners LLC and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including roles at Portsmouth Financial Services and Glen Eagle Advisors. He is also a CPA and operates a tax preparation and accounting services business. Empirikal Partners is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, managing approximately $87.5 million across a client base of about 199.

Konstantin Danias is a CFP® professional with 34 years of experience in the financial advisory industry. He is currently with Paradigm Investment Advisory, LLC and has prior experience at LPL Financial and Prospera Financial Services. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach based on fundamental analysis and offers customized portfolios that may include institutional mutual funds, ETFs, individual equities, bonds, and third-party managers.