Andrew Bruen is a financial advisor with Paradigm Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2025 before joining Paradigm and LPL Financial in 2025. 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.

Kofi Kodua is a financial advisor at Clean Yield Asset Management with a Series 65 designation and experience spanning roles at KeyTranche, Inc., Allianz Global Investors, and Sound Harbor Partners. He has been with Clean Yield Asset Management since 2024. Clean Yield Asset Management advises individuals, institutions, trusts, and foundations, managing discretionary equity and balanced portfolios with a focus on environmental and social screening. The firm uses detailed exclusionary screens and integrates financial analysis with client-specific social criteria, offering services such as retirement plan rollovers and alternative impact investments.

Keith Lindberg is a financial advisor at Freedom Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 3D/L Capital Management, LLC and 3D Asset Management Inc., as well as operating Keith Lindberg Associates since 1996. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic investment approaches, combining passive asset-class index funds and ETFs to construct diversified portfolios and manage risk.

Francis Keene is a CFP® with three years of industry experience, currently serving as a financial advisor at Princeton Global Asset Management LLC. Prior to joining Princeton Global Asset Management in 2021, he worked at Bryn Mawr Trust and PNC Wealth Management, where he accumulated a total of 19 years of experience. 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’s investment approach is based on fundamental analysis and tailored portfolios that consider clients’ risk tolerance, time horizon, liquidity needs, and tax considerations.

Andrew Koltunowicz is a financial advisor with Paradigm Investment Advisory, LLC and holds Series 65 and Series 66 licenses. He has 14 years of industry experience, including roles at Macquarie Investment Management Business Trust, Delaware Investments, and Lord, Abbett & Co. LLC. Paradigm Investment Advisory, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, and businesses. The firm emphasizes customized, primarily discretionary portfolio management with a long-term focus, incorporating institutional funds, ETFs, equities, fixed income, and third-party managers.

Adam Sussman is a financial advisor at Bravias Financial with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bravias Capital Group since 2017, following four years at 180 South Group. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, providing discretionary investment management and financial planning. The firm manages approximately $181 million in assets across 400 client relationships, using a model portfolio approach that incorporates various asset classes and includes financial planning as part of its investment management services.

George Drawbaugh is a financial advisor with Grantvest Financial Group LLC and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at LifeMark Securities Corp. and Securities America Inc. Drawbaugh also operates Drawbaugh Financial, LLC, which provides employee benefits and insurance services, and he has been involved with College Funding Associates, LLC, assisting families with the college planning process. Grantvest Financial Group offers wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in client assets and typically develops diversified, ETF-focused portfolios tailored to client goals and risk tolerance.

Peter Dizdar is an investment advisor representative with Palumbo Wealth Management LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Private Client Services, TrueNorth Financial Solutions, Equity Services Inc, AXA Advisors, and Equitable Advisors. He serves as Vice President of the Association for Croatian American Professionals, where he helps organize social events to promote chapter awareness. Palumbo Wealth Management provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, fundamentals-driven investment approach complemented by tactical tools and offers both in-house and third-party execution and oversight solutions.

Zhaonian Chen is a financial advisor at Byrne Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Byrne Asset Management since 2014. Byrne Asset Management provides discretionary investment advisory services and basic financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model alongside fundamental research and quantitative analysis, offering customized portfolios and publicly discloses performance for certain strategies, which is uncommon among its peers.

Gregg Abella is a financial advisor at Investment Partners Asset Management with 27 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Gregg previously worked for T.R. Winston & Company, LLC for 17 years and has been with Investment Partners Asset Management since 2000. Investment Partners Asset Management is a SEC-registered firm serving individuals, high-net-worth clients, business entities, trusts, estates, and pension or profit-sharing plans. The firm employs a value-oriented investment approach using equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and derivatives, managing approximately $333 million in client assets.

Andre Rapoport is a CFP® professional with four years of industry experience, currently serving at IBEX Wealth Advisors, LLC. Prior to joining IBEX in 2022, he held roles at CrossCountry Mortgage, LLC and 42 Growth Strategies. He also has a background in education with experience at Ramapo College of New Jersey and Livingston NJ Public Schools. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis utilizing both long- and short-term strategies, including derivatives and structured products, managing portfolios on a discretionary basis with a distinctive approach to client solutions.

James Colitsas is a financial advisor with OMNI 360 Wealth, Inc. in Plainsboro, NJ, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Princeton Financial Group, LLC and OMNI 360 Wealth, Inc. since 2012, and previously at Thomas Colitsas & Associates, P.A. from 1999 to 2018. Outside of his advisory role, he is the owner and proprietor of Princeton Financial Group, LLC and a managing partner at Thomas Colitsas & Associates, P.A. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm uses fundamental, technical, and cyclical analysis to guide asset allocation and security selection, emphasizing diversification and alignment with client goals and risk tolerances, and integrates related services including tax, accounting, and estate planning under one operational structure.

John Campise is a financial advisor with TKG Wealth Advisers LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Park Ave Securities and Guardian Life Insurance. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm serving individuals, families, businesses, and plan sponsors with discretionary investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios and maintains operational ties to an affiliated accounting practice, providing combined service offerings.

Joseph Barrios is a financial advisor at Heritage Financial Counselors, LLC with a Series 65 designation and nine years of industry experience. His work history includes roles at Fiduciary Trust Company International, The Fortez Group, and a position at the University at Buffalo. Heritage Financial Counselors serves individuals, couples, families, and high-net-worth clients with comprehensive financial planning and investment management. The firm uses an integrated five-step planning process and primarily invests in exchange-traded funds and low-cost mutual funds, delivering advice mainly on a non-discretionary basis with client consent required for transactions.

James Kilcommons is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies tailored to their short-, mid-, and long-term financial goals. He provides guidance on a range of financial matters including investing, retirement planning, and managing unexpected expenses. Additionally, he facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. His expertise includes helping individuals manage various financial priorities, from purchasing a home and saving for college to addressing healthcare needs and elder care. James works collaboratively with clients to define goals, select portfolio strategies aligned with those goals, and provide ongoing advice to adapt portfolios as clients' situations evolve. James holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Seton Hall University.

Devin Starr is a financial advisor at Novi Wealth Partners in Princeton, NJ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at LPL Financial, Northwestern Mutual, and AXA Advisors. He is also a member of the Freehold Township Independent Fire Company, serving since 2017. Novi Wealth Partners offers comprehensive financial planning and discretionary investment management on a fee-only basis, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients. The firm employs an asset-allocation first, planning-driven approach with portfolios emphasizing a passive core and strategic tilts toward small-cap, value equities, and alternatives.

Anthony Schaub is a CFP® and Series 63 licensed advisor with three years of industry experience. He is currently with Novi Wealth Partners, a firm where he has worked for one year. Prior to this, he held roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several other companies. Novi Wealth Partners is a fee-only advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients. The firm employs a planning-driven, asset allocation–focused investment approach that emphasizes passive core portfolios complemented by targeted allocations to small-cap, value equities, and alternatives.

Ryan Dunn is a financial advisor at Novi Wealth Partners with 11 years of industry experience. He holds a Series 65 designation and has been with Private Wealth Management Group, LLC since 2013. Novi Wealth Partners serves individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate pension and 401(k) plans. The firm provides comprehensive financial planning and both discretionary and non-discretionary investment management on a fee-only basis, managing approximately $492 million in assets through a team of eight advisors.

Robert Russo is a financial advisor with TKG Wealth Advisers LLC, holding the CFP® and PFS™ designations and possessing 32 years of industry experience. His prior roles include positions at RMR Wealth Builders, Inc., Calton & Associates, Inc., and Koenig, Russo & Associates. Outside of advisory work, he is involved as a board member and treasurer for the September 11th National Memorial Trail Alliance and provides accounting services for the From Tessa With Love Foundation, Inc. TKG Wealth Advisers LLC is a New Jersey-registered firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, families, businesses, and plan sponsors, managing approximately $102 million in client assets. The firm integrates investment management with affiliated accounting services and utilizes co‑advisory arrangements and third-party manager research to customize diversified portfolios.

Tara Bansal is a CFP® with 17 years of industry experience, currently serving at Princeton Global Asset Management LLC since 2020. Her prior roles include positions at Positive Impact Consulting LLC and Novi Wealth Partners. She provides life coaching services and teaches courses at Princeton Adult School each fall and spring. Princeton Global Asset Management offers 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 and geopolitical analysis to construct customized portfolios, often using third-party platforms for held-away account management.