Eric Lathrop is a financial advisor with Aurora Private Wealth, Inc., holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Insight Private Advisors, LLC. Outside of investment advisory, he is involved in offering fixed insurance and fixed annuities. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning, consulting, and investment management through a team of advisors using individualized and model portfolio strategies across multiple asset classes.

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.

Philip Kiernan Jr. is a financial advisor with Carnegie Lake Advisors LLC, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior roles include tenures at Highlander Capital Management LLC and Cantella & Co., Inc. He is also involved in selling term and life insurance products through an outside insurance agency. Carnegie Lake Advisors LLC offers tailored investment advisory and portfolio management services to individual and high-net-worth clients, trusts, pensions, and business entities, utilizing a strategic asset-allocation framework supported by fundamental, qualitative, and cyclical analysis.

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.

Jordan Gilberti is a CFP® with seven years of industry experience currently serving as an investment advisor representative at Boldin Advisors and Core Planning. His prior experience includes roles at Facet Wealth, Family Focus Financial Group, and the International Planning Alliance. He also works as a senior planner for Ontrail, Inc., providing consulting support for financial planning. Boldin Advisors offers financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs Modern Portfolio Theory in its investment consultations, recommending diversified portfolios primarily using low-cost index mutual funds and ETFs, and operates without discretionary authority over client accounts.

Jeffrey Loesser is a financial advisor at The Estate Planners Group with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Outside of his advisory role, he manages and advises two pooled investment vehicles through affiliated entities. The Estate Planners Group is a team-based investment adviser serving approximately 325 individual and high-net-worth clients with personalized portfolio management, financial planning, and third-party manager recommendations. The firm employs fundamental analysis and diversified allocations and offers educational programs and enhanced reporting tools.

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 63 and Series 65 licenses and previously worked at firms including Wells Fargo Securities and CBIZ Inc. Prior to his financial career, he served five years in the United States Marine Corps. Glen Eagle Advisors provides investment management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm uses a client-specific assessment and standardized asset-allocation models, combining fundamental and technical analysis with a primarily buy-and-hold investment approach supplemented by rebalancing and downside protection strategies.

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.

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.

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.

Matthew Royer is a financial advisor at Platform Wealth Advisors with a Series 65 designation. He joined the firm in 2024 and has prior experience at Platform Accounting Group, Mercer Community College, Tomlin & Associates LLC, and ATR International/Abbott Laboratories. Outside of finance, he previously worked at Benjamin's Cows & Crabs and Oakwood Country Club. Platform Wealth Advisors is a registered investment adviser managing approximately $509 million in client assets. The firm serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, employing a passive, asset-class investment approach grounded in Modern Portfolio Theory with the use of model portfolios and delegated discretionary management.

William Purdy is a CFP® professional with 10 years of industry experience. He is currently with Ventura Wealth Management, where he has worked since 2015, and previously worked at American Portfolios Financial Services, Inc. and OSAIC. Purdy also serves as a registered representative with American Portfolios for 1-2 hours per week. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a range of model portfolios and combines fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

Edgar Brick is a financial advisor with Brick & Kyle Associates Inc in Newtown, PA, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Brick & Kyle Associates since 2013 and also serves as president of the firm. Brick & Kyle Associates provides discretionary portfolio management and written financial planning to individual and institutional clients, employing a combination of fundamental, technical, and cyclical analysis alongside asset-allocation techniques to manage accounts on a discretionary basis.

Ryan Black is a financial advisor with Millstone Financial Group in Princeton, NJ, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Commonwealth Financial Network, UBS Financial Services, iCapital Network, and 22C Capital LLC. He is also involved in insurance services through Millstone Financial Group, dedicating part of his time to insurance agency activities. Millstone Financial Group serves individual investors, business owners, and retirement plans by providing asset management, financial planning, and ERISA plan services. The firm’s investment strategy is tailored to clients’ objectives, using fundamental, technical, and cyclical analysis with monitored sub-advisor relationships, and offers educational seminars and workshops to clients and the public.

Dekker Buckley is a financial advisor at Investment Partners Asset Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at T3 Trading Group, LLC, and held roles outside the financial sector, including at TMHCC Surety Group and in education. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside consulting services. The firm employs a multi-style investment approach focused on value investing and utilizes a range of instruments, including derivatives and structured products.

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.