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 over 23 years of industry experience. He has been with Roundview Capital since 2008 and also leads Alter Asset Management, Inc., which he founded in 1992. Roundview Capital provides investment advice and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental and technical analysis to pursue long-term, risk-adjusted after-tax returns and manages approximately $1.88 billion in assets, with a focus on discretionary management and institutional relationships.

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 at Star Wealth Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Thrive Financial Services and FSC Securities Corporation. Star Wealth Advisors provides discretionary investment and portfolio management and financial planning services to individuals, trusts, estates, and corporations. The firm emphasizes long-term, fundamental analysis and diversified strategies, including the use of mutual funds, ETFs, individual securities, and third-party money managers, and operates its own wrap fee program.

Thomas Shepherd is a financial advisor at Investment Partners Asset Management with 19 years of industry experience. He has held roles at Investment Partners Asset Management since 2008 and previously worked at T.R. Winston & Company, LLC. Shepherd holds Series 63, Series 65, and Series 66 licenses. Investment Partners Asset Management is an SEC-registered advisory firm serving individuals, business entities, trusts, estates, and retirement plans. The firm manages approximately $333 million in client assets, employing a value-oriented investment approach across equities, fixed income, mutual funds, ETFs, and more complex instruments including options and derivatives.

Eckart Weeck is a financial advisor at Carnegie Lake Advisors LLC with 43 years of industry experience. He holds a Series 63 designation and has previously worked at Highlander Capital Management LLC and Highlander Capital Group, Inc. He is also a senior portfolio manager and managing member of a hedge fund, Highlander Bank Holdings, LLC. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to individual and high-net-worth clients, as well as trusts, pension, and business entities. The firm employs a tailored asset management approach using strategic, dynamic, tactical, or core-satellite asset allocation frameworks and incorporates 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. He holds a Series 66 designation and previously worked at Third Seven Capital, Wells Fargo Bank and Clearing, and PNC Investments. Ramos has been with Star Wealth Advisors since 2025. Star Wealth Advisors provides discretionary investment and portfolio management and financial planning services to individuals, including high net worth clients, as well as trusts, estates, and corporations. The firm emphasizes long-term fundamental analysis and uses diversified strategies including mutual funds, ETFs, individual securities, and third-party money managers, managing approximately $44.4 million in discretionary assets through a team of nine advisors.

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.

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 has worked at Redwood Wealth Management Group, Bank of America, and Merrill. Outside of her advisory roles, she has been involved with the Princeton Tiger Aquatics Club since 2010. Glen Eagle Advisors, LLC provides investment management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm uses client-specific assessments alongside fundamental and technical analysis to construct portfolios, generally following a buy-and-hold approach with rebalancing and downside protection strategies.

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.

Paul Kuleska is a financial advisor with Santander Securities LLC and holds a Series 66 designation. He has nine years of industry experience and has previously worked at PNC Investments, Capital One Advisors, and Cetera Investment Services among other firms. Outside of his advisory role, he assists with maintenance of a rental property owned by his spouse. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.

Clayton Fillian is a financial advisor at Verity Asset Management with two years of industry experience. He holds a Series 65 designation and has worked at Verity since 2023. In addition to his advisory role, Fillian is an insurance agent involved with Teacher's Pension and Insurance Services, Inc., and participates as a partner in New Jersey Public Employee Educators, LLC, a marketing agency focused on educating public employees about pensions, Social Security, life insurance, and annuities. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across multiple asset classes, combining fundamental, technical, and qualitative analysis, and offers both internally managed specialty models and third-party manager models.

Wayne Slappy is a financial advisor with SteelPeak Wealth, LLC in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with SteelPeak Wealth Management since 2015 and is involved in community and professional organizations, serving as membership chair for the Greater Van Nuys Rotary and chapter president for the Team Referral Network. Slappy has also been active in insurance sales through various carriers associated with W&R Insurance Agencies since 2012. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, and family offices. The firm provides financial planning, portfolio management, and alternative investment consulting, utilizing proprietary model portfolios and offering access to private placement investments and non-purpose loan solutions.

Inderjit Samra is a Series 66-credentialed financial advisor with 16 years of industry experience, currently with Advisory Services Network since 2016. Beyond his advisory role, he serves as a co-lead of the Punjabi Chamber of Commerce, NJ Chapter, and holds advisory positions with Crypto Asset Rating Inc., New Jersey Blockchain Council, and a telecom, Web3, and AI business. He is also an executive committee member of the Office of Homeland Security & Preparedness Interfaith Advisory Council. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services tailored to clients’ objectives and risk tolerances, utilizing diverse investment strategies and engagement types.

Ruth Arriaza is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. She has four years of industry experience and has been with Vanderbilt Securities, LLC since 2017. Outside of her advisory role, she serves as Administration Committee Chair at Nuevas Fronteras Presbyterian Church and is a member of the Finance Committee for The Presbytery of the Northeast New Jersey. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Michael Bohlinger is a financial advisor at Leo Wealth, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Olden Lane Securities, LLC. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients with portfolio management, financial planning, and fiduciary services. The firm employs a combination of ETF-based models and systematic single-stock strategies to construct diversified, risk-tiered portfolios.

Andrew Bernal is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Santander Securities and Santander Bank since 2014. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized compliance and reporting.