Tricia Prehle is a CFP® and holds a Series 65 license, currently affiliated with Equita Financial Network, Inc. She has one year of experience in financial advisory roles, including prior positions at Kaleidoscope Financial Planning, LLC, Stevens Capital Partners, and Guiding Wealth Management, LLC. Before entering the advisory field, she worked at Computershare for over two decades. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, operating through a network model that supports independent advisers while providing paraplanning and a community membership program.

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 with Glen Eagle Advisors, LLC in Kingston, NJ, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at CBIZ Inc., EquityZen Securities LLC, and Wells Fargo Securities, LLC, as well as service in the United States Marine Corps. Glen Eagle Advisors provides 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 client-specific assessments combined with fundamental and technical analysis within a primarily buy-and-hold investment approach, using both discretionary and non-discretionary portfolio management 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.

Anthony Privetera is a CFP® with 41 years of experience in financial advisory. He is currently with Caleo Capital N.A. LLC and also associated with Privetera Wealth Management Associates, where he has provided financial advisory services since 2017. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation process with mutual funds, ETFs, independent managers, and alternative investments, and integrates insurance and asset-protection considerations into its planning services.

Charles Naddaff is a financial advisor with Glen Eagle Advisors, LLC in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Glen Eagle Advisors and its affiliated entity Glen Eagle Wealth, LLC since 2012 and is also the owner and president of Naddaff Consulting Service Inc, a consulting firm focused on operational efficiencies and fixed insurance products since 2002. 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 offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting, often employing a buy-and-hold approach supplemented with rebalancing and stop-loss tools.

Brian Suprenant is a financial advisor with LRI Investments, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at JKJ Financial, M Holdings Securities, Rose Glen, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance, and State Farm Insurance. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers customized investment management and retirement plan consulting, emphasizing ongoing supervision and portfolio adjustments aligned with client objectives.

Joseph Gormley Jr. is a financial advisor with EmpiriKal Partners LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at several firms including Portsmouth Financial Services and Glen Eagle Advisors, and has operated a sole proprietorship providing tax preparation and accounting services since 1990. EmpiriKal Partners LLC offers discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tailored investment approach based on fundamental analysis and risk tolerance, serving approximately 199 clients with a team of ten advisors across multiple offices.

David White is a CFA® charterholder and holds the Series 65 license, with two years of experience in the financial industry. He currently works at Attleboro Wealth Management LLC, where he has been since 2026. Prior to this, he held roles at Fisher Investments and Watermark Retirement Communities. Attleboro Wealth Management serves individual and high-net-worth clients, trusts, estates, broker/dealers, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a centralized investment process that incorporates fundamental, quantitative, qualitative, and sector analysis to guide asset allocation and portfolio monitoring.

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.

Michael Hart is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Advice Only, PBC and previously worked at Brookstone Capital Management, Franklin Retirement Solutions, TFG Wealth Management, and TD Bank. Advice Only, PBC provides financial planning services to individuals, high-net-worth clients, and businesses without managing client investment accounts or accepting custody of client funds. The firm emphasizes tailored advice delivered on a fixed or hourly-fee basis, generally recommending passive investments through index mutual funds and ETFs.

William Purdy is a CFP® professional with nine years of industry experience, currently serving at Ventura Wealth Management. He has worked at Ventura Wealth Management since 2015 and was previously with American Portfolios Financial Services, Inc. and OSAIC. Purdy is also a registered representative with American Portfolio, dedicating limited time to this role. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $599 million using model portfolios and an asset-allocation framework that integrates fundamental, quantitative, and technical analysis with risk control and macroeconomic assessment.

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.

Emily Wheeler is a financial advisor at Attleboro Wealth Management LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Kestra Financial, Inc., Wealth & Advisory Associates, LLC, Bank of America, N.A., and Merrill. Outside of her advisory role, Ms. Wheeler is a licensed insurance agent. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by providing asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a range of investment strategies overseen by a Chief Investment Officer, using fundamental, quantitative, and qualitative analysis to tailor portfolios across various asset classes.

Timothy Malarkey is a financial advisor at LRI Investments with over 31 years of industry experience. He holds the ChFC® and Series 63 designations and has held roles at JKJ Financial Services and M Holdings Securities. Malarkey serves on the board of Teach Plus - PA, contributing to education policy and fundraising efforts. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and government entities. The firm offers customized portfolio management with an emphasis on ongoing supervision and a range of client objectives, including ERISA fiduciary retirement-plan services and specialized work with state and municipal governments.

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.

Ellen Sandler is a financial advisor at Carnegie Lake Advisors LLC with 45 years of industry experience. She holds a Series 63 designation and has worked at Highlander Capital Management, LLC since 1997. Outside of her advisory roles, she serves as senior portfolio manager and managing member of a hedge fund and related entities. Carnegie Lake Advisors LLC provides 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 ongoing monitoring and rebalancing, utilizing fundamental, qualitative, and cyclical analysis methods.