Brenden Leese is a financial advisor with Novi Wealth Partners in Princeton, NJ, holding a Series 65 designation and six years of industry experience. He has worked at Novi Wealth Partners since 2019 and previously at Radnor Financial Advisors Inc. in 2018, as well as at Temple University from 2015 to 2018. Novi Wealth Partners provides comprehensive financial planning and discretionary investment management on a fee-only basis to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients. The firm’s investment process is asset-allocation first and planning-driven, emphasizing a passive core with intentional overweighting of small-cap and value equities and a focus on tax-sensitive asset location.

Hyder Agha is a financial advisor with White Knight Strategic Wealth Advisors, LLC in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 15 years before joining White Knight Strategic Wealth Advisors in 2019. White Knight Strategic Wealth Advisors serves individuals, high-net-worth clients, trusts, businesses, and non-profits by providing financial planning and discretionary asset management. The firm employs a team approach with seven advisors, managing over $178 million in assets and focusing on diversified, tax-efficient investment strategies combined with fundamental and technical analysis.

John Ryan III is a financial advisor with Glen Eagle Advisors, LLC in Kingston, NJ, holding Series 63 and Series 65 licenses with eight years at the firm and additional prior experience at CFT Securities, LLC and Quellos Capital Management LP. He has been affiliated with Glen Eagle since 2018. 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 a client-specific assessment approach using fundamental and technical analysis, generally favoring a buy-and-hold strategy supplemented by rebalancing and downside protection, and offers access to institutional strategies and alternative investments for qualified clients.

Marc Kane is a financial advisor at Atlas Private Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a Certified Public Accountant since 1999, operating his own accounting firm. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Joseph Schreiner is a financial advisor at Princeton Global Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has been with Princeton Global since 2019. Prior to joining the firm, he worked at Bucknell University from 2015 to 2019. 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, foundations, and endowments. The firm’s investment approach is based on fundamental analysis with attention to macroeconomic, currency, and geopolitical factors, and portfolios are customized to client-specific criteria including risk tolerance and tax considerations.

Sean Gogola is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Cordatus Wealth Management LLC since 2016 and also works with Prospera Financial Services. Outside of advisory work, he is a passive investor and lender to Grasshopper Simplicity. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm provides financial planning, portfolio management, and executive services for stock option management, utilizing proprietary investment strategies and independent managers.

Morley Goldberg is a financial advisor at Dumont & Blake Investment Advisors LLC in Princeton, NJ, holding a Series 63 designation with 24 years of industry experience. He has been with Dumont & Blake since 2000. Dumont & Blake Investment Advisors provides discretionary and non-discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, and business entities. The firm manages equity, fixed income, and balanced portfolios, employing a multi-discipline equity framework along with ETF, dividend/yield, and tactical strategies.

Arthur Ernst is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Byrne Asset Management, LLC since 2006. Byrne Asset Management provides discretionary investment advisory services and financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis, offering customized portfolios and publicly discloses performance for certain strategies.

Richard Tattory is a CFP® professional with four years of experience at RMR Wealth Management. He previously worked at Fountainhead Capital Management and has owned Tattory Financial Group since 1994. Outside of his advisory role, he is a licensed insurance producer and is involved in the sale of life and health insurance products, as well as real estate sales in New Jersey. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and managed account programs, utilizing third-party platforms and managers to tailor investment strategies to client objectives and risk tolerance.

Harpreet Mangat is a CFP® professional with 25 years of industry experience. He is affiliated with White Knight Strategic Wealth Advisors, LLC, where he has worked since 2019, and previously spent 18 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he volunteers as a Sunday school teacher with the Central Jersey Sikh Association, educating children about Sikh history. White Knight Strategic Wealth Advisors provides fiduciary investment advisory and financial planning services to individuals, families, trusts, non-profits, and businesses, including high-net-worth clients. The firm uses a combination of fundamental and technical analysis to manage diversified, tax-aware portfolios on a discretionary basis and integrates held-away accounts through the Pontera platform.

Stephen Schmidt is a financial advisor at Innova Wealth Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innova Wealth Partners since 2013. Schmidt is also a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management and financial planning to individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies, including the use of specialized sub-advisors and derivatives, and offers educational courses and retirement workshops as part of its client services.

Ryan Macwright is a CFP® with 18 years of industry experience, currently serving as an advisor at Carnegie Lake Advisors LLC since 2024. He has worked at Highlander Capital Management, LLC since 2007 and holds portfolio management and managing member roles in affiliated hedge fund and futures management entities. 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 uses a tailored asset-allocation approach that incorporates fundamental, qualitative, and cyclical analyses, emphasizing continuous monitoring and periodic rebalancing.

Richard Martino is a financial advisor with Carnegie Lake Advisors LLC in Princeton, NJ, holding a Series 63 designation and 44 years of industry experience. His prior roles include long-term positions at Highlander Capital Management, LLC and Highlander Capital Group, Inc. He joined Carnegie Lake Advisors in 2024 as part of a seven-member team. 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-allocation approach with continuous monitoring and periodic rebalancing, using fundamental, qualitative, and cyclical analysis methods.

Kurt Folcher is a financial advisor at Andrew Garrett, Inc. with 36 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Andrew Garrett, Inc. serves a diverse client base including retail individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover guidance, utilizing a variety of investment strategies and platforms tailored to client suitability, risk tolerance, and time horizon.

Jonathan Inzero is a CFP® professional with 13 years of industry experience, currently serving at Innova Wealth Partners, LLC since 2015. He holds a Series 66 license and is also a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management and financial planning services to individuals, trusts, pension plan participants, and businesses. The firm employs fundamental, technical, and cyclical analysis to implement investment strategies and frequently utilizes specialized sub-advisors while maintaining discretionary trading authority and ongoing oversight.

Robert Sichel is a financial advisor at TritonPoint Partners, LLC in Princeton, NJ. He holds a Series 65 designation and has experience at K&L Gates, LLP from 2016 to 2026 before joining TritonPoint in 2026. TritonPoint Partners provides investment management, financial planning, consulting, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation driven investment process grounded in modern portfolio theory and incorporates public equities, fixed income, and private market alternatives to manage approximately $286.5 million in assets across about 74 client relationships.

Nathaniel Hodgson is a financial advisor at Prestige Wealth Management Group, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc., Triad Advisors, and Applegate. In addition to his advisory role, Hodgson serves as a notary and works in operations and compliance for Prestige Wealth Management Group. Prestige Wealth Management Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies across multiple asset classes and has affiliations with an accounting firm and an SEC-registered adviser sponsoring Unified Managed Accounts.

Margaret Gore is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at Glen Eagle Wealth, LLC and Glen Eagle Advisors, LLC since 2019, and previously held roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. In addition to her advisory work, she is an insurance agent affiliated with Glen Eagle Wealth, LLC. Glen Eagle Advisors, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a client-specific assessment process and standardized asset-allocation models, combining fundamental and technical analysis with a predominantly buy-and-hold investment approach, supported by rebalancing and downside protection strategies.

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 Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Private Wealth Management Group, LLC since 2013. Dunn is based in Princeton, NJ, and is part of the Novi Wealth Partners team. Novi Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and corporate/pension/401(k) plans, offering comprehensive financial planning and investment management on a fee-only basis. The firm employs a documented asset-allocation process that integrates client goals, risk tolerance, and tax-aware portfolio construction, emphasizing passive core exposures and disciplined portfolio management.