Scott Mc Caffery is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Paradigm Investment Advisory, LLC and LPL Financial LLC. Prior to this, he worked at Warren Wealth Associates and Commonwealth Financial Network. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and businesses. The firm’s approach focuses on long-term, fundamental analysis with customized portfolios and ongoing wealth management services.

Gregg Zeoli is a financial advisor at Empire Financial Management Company, LLC in New York, NY, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empire Asset Management Company since 2007. Zeoli serves on the Board of Directors of Bidtellect and dedicates approximately 10 hours per month to this role without compensation. Empire Financial Management Company provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities, typically through separately managed accounts. The firm’s investment approach includes client-specific asset allocation across multiple asset classes and strategies that may involve options, short selling, and limited leverage.

William Kufta is a financial advisor at Princeton Global Asset Management LLC with eight years of industry experience. He holds the Series 65 designation and has been with the firm since 2016. 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 uses a fundamentally driven investment process incorporating global macro, currency, and geopolitical analysis to create customized portfolios and employs third-party platforms to manage held-away accounts and implement specific strategies.

Hunter Frey is a financial advisor at Miller Tabak Asset Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Global Investment Advisory, Cape Investment Advisory, and American Global Wealth Management. Outside of his advisory role, he is a partner at BOOT64 Ventures, providing opinions on potential healthcare investments. Miller Tabak Asset Management offers discretionary and non-discretionary portfolio management primarily focused on fixed-income securities and managed municipal bond strategies. The firm serves individuals, small businesses, and investment entities, emphasizing active fixed-income management and providing clients with regular portfolio appraisals and market commentaries.

Susan Michel is a financial advisor at Glen Eagle Advisors, LLC with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Glen Eagle Advisors since 2003. In addition to her advisory role, she is the owner and president of Glen Eagle Investments, Inc., a cheese import business that she manages on a limited basis outside of securities trading hours. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models combined with fundamental and technical analysis. The firm serves a diverse client base including high net worth individuals, pension plans, trusts, and charitable organizations, and offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting.

George Wislar is a financial advisor at Princeton Global Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Princeton Global since 2020, following seven years at Acuity Wealth Management. Princeton Global Asset Management offers 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’s investment approach is based on fundamental analysis combined with macroeconomic, currency, and geopolitical considerations, tailoring portfolios to client-specific factors and utilizing third-party managers and platforms to enhance service delivery.

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.

Gah Wong is a financial advisor with Grantvest Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Calton & Associates, Inc. since 2015 and joined Grantvest Financial Group in 2021. Outside of his advisory role, Wong is involved as an insurance agent and a partner in a firm that processes life and supplemental health insurance business. Grantvest Financial Group provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm primarily constructs portfolios using diversified exchange-traded funds, employing both fundamental and technical analysis, and offers discretionary management alongside consulting and held-away account management.

Christina Sharkey is a financial advisor with Investment Partners Asset Management and holds a Series 65 designation. She has one year of industry experience and has worked as a CPA and enrolled agent at Calico CPA LLC since 2018. Her prior work includes roles at Mandel Feketi & Bloom CPAs, Robert Half, Intuit, and operating Sharkey Tax LLC. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-style investment approach with a focus on value investing, using various strategies including derivatives, structured products, and allocations to mutual funds, ETFs, and private funds.

Tanya Walliser is a CFP® and Series 65-registered advisor with 16 years of industry experience. She has been with Condor Capital Wealth Management since 2008. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting, employing a fee-only approach that includes direct indexing, cryptocurrency exposure via ETFs or third-party managers, and the use of AI tools to support adviser analysis.

Eric Sterner is a CFA® charterholder with six years of industry experience. He is currently with Apollon Financial, LLC and has held positions at Prudential and State Street. Apollon Financial, LLC is an SEC-registered advisory firm managing approximately $1.45 billion for individuals, families, businesses, and retirement plans. The firm combines centrally managed model strategies with advisor-led portfolios and utilizes tax-aware techniques alongside access to private and alternative investments.

Bryan Katz is a financial advisor at OMNI 360 Wealth, Inc. with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at OMNI 360 Wealth since 2018, as well as at Northwestern Mutual and its affiliated companies since 2013. Katz also earns commissions from sales of non-variable life, health, annuity, and disability income insurance products through unrelated insurance companies. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, charitable organizations, businesses, and employee benefit plans. The firm manages approximately $425.7 million in assets and offers tailored investment strategies using fundamental, technical, and cyclical analysis, complemented by coordinated tax, legal, and insurance planning through affiliated professional entities.

Anthony Uccio is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Geremia Financial Services in 2018, he worked at Barnes & Noble for eight years. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic approach combined with bottom-up security selection and using options primarily for hedging.

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.

Brenden Leese is a financial advisor with Novi Wealth Partners in Princeton, NJ, holding a Series 65 designation and six years of industry experience. He has worked at Novi Wealth Partners since 2019 and previously at Radnor Financial Advisors Inc. in 2018, as well as at Temple University from 2015 to 2018. Novi Wealth Partners provides comprehensive financial planning and discretionary investment management on a fee-only basis to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients. The firm’s investment process is asset-allocation first and planning-driven, emphasizing a passive core with intentional overweighting of small-cap and value equities and a focus on tax-sensitive asset location.

Nicholas Mango is a financial advisor at Condor Capital Wealth Management with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Condor Capital since 2016. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs with a range of strategies and employs AI tools to support adviser analysis while maintaining human oversight.

Marc Kane is a financial advisor at Atlas Private Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a Certified Public Accountant since 1999, operating his own accounting firm. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Daniel Rezhets is a financial advisor with Empire Financial Management Company, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Empire Financial Management and its affiliate, Empire Asset Management Company, since 2016. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs a tailored asset allocation approach using equities, fixed income, and cash equivalents, with periodic portfolio reviews and may recommend outside managers or mutual funds.

Gary Sica is a financial advisor at Cynosure Portfolio Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. In addition to his advisory role, he serves as general counsel for Ocean Avenue Management LLC, a family office. Cynosure Portfolio Advisors LLC provides portfolio advisory, integrated financial planning, consolidated reporting, and investment consulting services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm builds customized portfolios through asset allocation among various investment vehicles and offers both discretionary and non-discretionary services.

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.