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® with 30 years of industry experience, currently serving at Princeton Global Asset Management LLC since 2023. His prior roles include positions at Spoor Behrins Campbell & Young Securities Corp., Global Wealth Management, and Wells Fargo Clearing. 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 that integrates global macro, currency, and geopolitical analysis to construct customized portfolios across U.S., international, and global markets.

Ellen Sandler is a financial advisor at Carnegie Lake Advisors LLC with 46 years of industry experience. She holds a Series 63 designation and has previously worked for Highlander Capital Management, LLC and Highlander Capital Group, Inc. for 27 years. Outside of her advisory role, she serves as a senior portfolio manager for a hedge fund and holds managing member positions in private development and service companies. Carnegie Lake Advisors LLC provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension plans, and businesses. The firm employs a tailored asset management approach with continuous monitoring and rebalancing, utilizing strategic, dynamic, tactical, or core-satellite asset allocation frameworks.

Richard Zeitz is a financial advisor at Bravias Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alphastar Capital Management, LLC, as well as Bravias Financial and Bravias Capital Group since 2008. He is also appointed with various outside insurance carriers for brokering non-registered insurance products. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm employs a risk-based model portfolio approach that includes mutual funds, ETFs, and individual securities across diverse asset classes.

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.

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.

Kevin Flesch is a financial advisor at Millstone Financial Group in Princeton, NJ, with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of his advisory role, he is also involved as an insurance agent affiliated with Millstone Financial Group. Millstone Financial Group serves individual investors, business owners, and retirement plans, offering asset management, financial planning, consulting, and ERISA plan services. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis tailored to each client's objectives and risk tolerance, and it provides educational seminars alongside managing relationships with sub-advisors and third-party managers.

Bryan Britchkow is a financial advisor with Star Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at BJB Capital, OSAIC, FSC Securities Corporation, and Thrive Financial Services, among others. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm follows a relationship-oriented process with fundamental analysis for security selection and sponsors its own Wrap fee programs.

Thomas Shepherd is a financial advisor with Investment Partners Asset Management, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked at Investment Partners Asset Management since 2008 and previously was with T.R. Winston & Company for 13 years. Investment Partners Asset Management is a SEC-registered firm offering discretionary and non-discretionary investment management and retirement plan consulting to individuals, business entities, trusts, estates, and pension or profit-sharing plans. The firm manages approximately $333 million in client assets and utilizes a range of strategies, including individual equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and derivatives, with a generally value-oriented approach.

Eckart Weeck is a financial advisor with Carnegie Lake Advisors LLC, 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 26 years. Outside of his advisory role, Weeck has served as a senior portfolio manager and managing member at a hedge fund affiliated with Highlander Bank Holdings, LLC. Carnegie Lake Advisors LLC provides 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 management approach with continuous monitoring and periodic rebalancing, using various asset-allocation strategies and a combination of fundamental, qualitative, and cyclical analysis methods.

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.

Samuel Ramos is a financial advisor at Star Wealth Advisors with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Third Seven Capital, Wells Fargo Bank, PNC Investments, Merrill, Equitable Advisors, and OSAIC. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and third-party money manager oversight for individuals, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized process and primarily uses fundamental analysis to construct diversified, long-term portfolios.

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.

Robert Fradella is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at EisnerAmper Wealth Management & Corporate Benefits, Coastal Pension Services, and Consulting Actuaries Inc. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, retirement-plan advisory, and consulting. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.