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.

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.

Nalby Nouh is a financial advisor at Prestige Wealth Management Group, LLC with one year of industry experience. He previously worked at Beacon Trust for four years and attended Seton Hall University. Prestige Wealth Management Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management and standalone financial planning. The firm offers a variety of strategies and investment vehicles, and is affiliated with other financial and accounting service providers.

Kristopher Jones is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Condor Capital Wealth Management since 2023. Prior to joining Condor, he was involved in property management and a payment services business. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing portfolio management, financial planning, and pension consulting services. The firm employs a fee-only investment approach utilizing various asset types, including equities, fixed income, ETFs, and private funds, and incorporates AI tools to support advisor analysis while maintaining human oversight.

Linda Wang is a Series 65-licensed financial advisor at Condor Capital Wealth Management with three years of industry experience. She has been with Condor Capital since 2023 and previously held roles at Rutgers University and Highland Park High School. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and pension plan consulting. The firm employs a fee-only investment approach using diverse strategies, including direct indexing and AI-assisted analysis, across its 17-office multi-location structure.

Erica Bullinger is a financial advisor at Princeton Global Asset Management LLC with 18 years of industry experience, including 18 years at BlackRock. She holds the Series 66 designation. Outside of her advisory role, she serves as Treasurer for the Nassau Nursery School of Princeton and is a board member and Social Chair for the Pretty Brook Tennis Club. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals and institutional clients. The firm employs a fundamental analysis-based investment process and offers customized strategies across equity, fixed income, and balanced portfolios, including management of held-away retirement accounts.

Daniel Hanley Jr. is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Princeton Global Asset Management LLC and has previously worked at firms including Spoor Behrins Campbell & Young Securities Corp., Global Wealth Management, and Wells Fargo Advisors. 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 and endowments. The firm employs a fundamental analysis-driven investment process tailored to clients’ specific needs and utilizes third-party managers and platforms for specialized mandates and held-away account management.

Jacob Boylan is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Condor Capital Wealth Management since 2016 and previously worked for Creative Financial Group, an office of MassMutual, from 2015 to 2016. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial and pension plan consulting. The firm employs fee-only investment strategies utilizing a range of securities and managers, incorporates cryptocurrency exposure when appropriate, and applies AI tools to support adviser analysis under human oversight, operating across 17 offices and utilizing third-party endorsements and specialized services in its marketing.

Robert Michel is a financial advisor at Glen Eagle Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Glen Eagle Advisors and Glen Eagle Wealth, LLC since 2016. Outside of advisory work, he is a principal and chief investment officer of Glen Eagle Investments Inc., which also operates as a specialty importer. Glen Eagle Advisors, LLC provides investment management and financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm uses a client-specific assessment process combined with fundamental and technical analysis to construct portfolios, employing a generally buy-and-hold strategy with rebalancing and downside protection when appropriate.

Frederick Ziwot is a financial advisor with Carapace Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Financial Northeastern Securities, Merrion Investment Management Co., and Merrion Securities. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services to high-net-worth and institutional clients. The firm uses a proprietary quantitative approach combining collateral portfolios with exchange-listed options to manage downside risk while offering upside participation or enhanced income.

Howard Alter is a financial advisor with Roundview Capital, LLC in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Roundview Capital since 2008 and previously led Alter Asset Management, Inc. from 1992 to 2012. Roundview Capital is an independent SEC-registered advisory firm serving individuals, families, and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.13 billion in regulatory assets using tailored investment policy statements and a combination of fundamental and technical analysis across various asset classes, with a focus on pooled retirement plan management and donor-advised fund advisory.

Brendan Byrne III is a financial advisor at Byrne Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Dodge and Cox and Joele Frank, Wilkinson, Brimmer, Katcher. Byrne Asset Management serves high-net-worth individuals, family offices, and small institutions, offering discretionary investment advisory services and asset allocation guidance. The firm employs a proprietary valuation model supported by fundamental and quantitative research and maintains specialized model strategies and separate accounts for institutional clients.

Daniel Connolly is a financial advisor at Covenant Asset Management, LLC with 13 years of industry experience. He has worked at Covenant Asset Management since 2013 and has prior experience with Park Avenue Securities, Guardian Life Insurance Company, and Pagano, Connolly & Co. He also owns a tax preparation and accounting services business. Covenant Asset Management is an SEC-registered advisory firm managing approximately $692.6 million for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a growth-at-a-reasonable-price and thematic equity approach, with a focus on tax efficiency, low turnover, and the use of option strategies for risk management and income generation.

Brendan Mc Poyle is a CFP® professional with 24 years of industry experience. He is a partner and wealth manager at Princeton Global Asset Management LLC and has previously worked at Affinity Wealth Management, Mercap Securities, and Coastal Equities. 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, foundations, and endowments. The firm employs a fundamental analysis-based investment process that considers macroeconomic, currency, and geopolitical factors, tailoring portfolios to clients’ risk tolerance, time horizon, liquidity needs, and tax considerations.

Joseph White is a CFP® and CFA® with 14 years of industry experience. He is currently with Paradigm Investment Advisory, LLC and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. White is also involved in independent advisory firms, including Paradigm Wealth Advisory LLC and Paradigm Advisor Group LLC, where he holds ownership stakes and provides support. Paradigm Investment Advisory, LLC offers discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis and provides customized portfolios with ongoing wealth management and formal annual reviews.

Joel Heymsfeld is a CFA charterholder with 35 years of industry experience and has been with Princeton Global Asset Management LLC since 2009. He holds the Series 63 and Series 65 licenses and is based in Princeton, NJ. 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 equity, fixed income, and balanced portfolios, often using third-party platforms to implement strategies and manage held-away assets.

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 previously worked at Redwood Wealth Management Group, BANK of AMERICA, N.A., and Merrill. Outside of finance, she has been involved with the Princeton Tiger Aquatics Club since 2010. Glen Eagle Advisors provides investment management and financial planning services to a diverse client base, employing a combination of fundamental and technical analysis with a largely buy-and-hold investment approach supplemented by rebalancing and downside protection strategies.

Jamie Fang is a financial advisor with Arkadios Wealth Advisors in Raritan, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Arkadios and its affiliated entities since 2011, including roles at Rivertan Financial Group and Triad Advisors Inc. Fang also serves as Vice President of Operations at Rivertan Financial Group. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers portfolio management, retirement plan consulting, and financial planning services.

William Williamson III is a financial advisor with Gladstone Wealth Partners based in Bedminster, NJ. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Gladstone in 2018, he worked at LPL Financial, Santander Securities, and Sovereign Bank. Williamson is also involved in non-variable insurance as an agent. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Samuel Feldbaum is a CFP® with 14 years of industry experience and has been with Rockwood Wealth Management, LLC since 2016. He serves as a member of the Finance Committee for the Bucks County Opportunity Council, a nonprofit organization that provides services such as financial literacy, free tax preparation, and food assistance. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management through tailored portfolios. The firm employs a structured, passive investment approach focused on globally diversified allocations and manages several billion dollars in client assets.