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 at White Knight Strategic Wealth Advisors, LLC with 26 years of industry experience. He holds the Series 63 designation and has worked at White Knight since 2019, following a 14-year tenure at Ameriprise Financial Services, Inc. White Knight Strategic Wealth Advisors serves individuals, high-net-worth clients, trusts, businesses, and non-profits, offering financial planning and discretionary asset management. The firm emphasizes broadly diversified, tax-efficient, and cost-controlled investment strategies, managing most client accounts on a discretionary basis while conducting formal annual reviews.

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 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.

Michael Haua is a financial advisor at Paradigm Investment Advisory, LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at Bruen Wealth Management, LPL Financial, Paradigm Wealth Management, Timedox Inc, MedMen LLC, Guitar Center Inc., and Lyft. Paradigm Investment Advisory, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, and businesses. The firm offers primarily discretionary portfolio management with a long-term orientation, utilizing institutional mutual funds, ETFs, individual equities, fixed income, and independent third-party managers, alongside retirement plan advisory services including ERISA 3(21) and 3(38) support and participant education.

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.

Konstantin Danias is a CFP® professional with 34 years of experience in the financial advisory industry. He is currently with Paradigm Investment Advisory, LLC and has prior experience at LPL Financial and Prospera Financial Services. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach based on fundamental analysis and offers customized portfolios that may include institutional mutual funds, ETFs, individual equities, bonds, and third-party managers.

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.

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.

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.

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.

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.