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.

Brett Shaver is a CFA® charterholder with 18 years of industry experience. He has worked at Princeton Global Asset Management LLC since 2016 and previously at Merrill Lynch Investment Managers. Princeton Global Asset Management provides discretionary investment supervisory services and financial planning for individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm employs a fundamentally driven investment process integrating global macro, currency, and geopolitical analysis to construct customized portfolios across equity, fixed income, and balanced strategies.

Richard Moseley is a financial advisor at Princeton Global Asset Management LLC with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Moseley’s prior experience includes roles at Alpha Risk Management, Barclays Capital Inc., and Lehman Brothers Inc. He serves on the board of Advisor Engine, participating in quarterly meetings and weekly calls. 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 with U.S., international, and global exposure.

Christopher Hamilton is a CFP® and CFA® with 26 years of industry experience. He is currently with Empire Financial Management Company, LLC and Empire Asset Management Company, LLC, having previously worked at R F Lafferty & Co Inc. and Kern, Suslow Securities, Inc. He is based in New York, NY. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm offers tailored investment strategies that include a range of asset classes and may involve concentrated positions, options, short selling, and limited leverage.

Duane Love is a financial advisor at Princeton Global Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has prior work history with New England Securities and D.E. Lave Associates, Inc. Outside of his advisory role, he has been retired since 2010. 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 considers macroeconomic, currency, and geopolitical factors, tailoring portfolios to clients’ specific needs and risk profiles.

Neel Shah is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is a founder and partner of Shah & Associates, PC, a legal practice he has been involved with since 2010. Shah currently works with OMNI 360 Wealth, Inc., a team-based firm of five advisors in Plainsboro, NJ. OMNI 360 Wealth, Inc. provides financial planning and investment management services to individuals, families, trusts and estates, charitable organizations, businesses, and employee benefit plans. The firm manages approximately $425.7 million in assets and offers tailored portfolios using multi-disciplinary analysis, along with affiliated tax, accounting, insurance, and legal services.

Timothy Doyle is a CFP® with 17 years of experience in the financial services industry. He has been with Destiny Capital Corporation since 2020 and previously worked at related Destiny Capital entities dating back to 2014. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including entrepreneurs, managing approximately $382 million for around 260 clients through an eight-advisor team across six offices. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory combined with tactical adjustments and integrates ESG analysis into portfolio construction.

Gary Mannuzza Jr. is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently a member of TKG Wealth Advisers LLC and has held roles at multiple firms including RMR Wealth Builders, Inc., Calton & Associates, Inc., and Avantax Advisory Services. Outside of his advisory work, he is a partner at an accounting firm, The Koenig Group, LLC, and serves as a Commissioner for the Housing Authority of the City of Linden. TKG Wealth Advisers LLC is a New Jersey-registered wealth management firm providing discretionary investment management, financial planning, and retirement plan consulting services to individuals, families, businesses, and plan sponsors. The firm manages diversified portfolios utilizing institutional mutual funds, ETFs, individual equities, and fixed income, and maintains operational ties to an affiliated accounting practice that supports cross-referrals and integrated service offerings.

Kevin Korondi is a financial advisor at Paradigm Investment Advisory, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and Invest Financial Corp. Paradigm Investment Advisory provides discretionary investment management and financial planning to individuals, families, trusts, charitable organizations, and businesses. The firm constructs customized portfolios using institutional funds, ETFs, equities, and bonds, with a primarily long-term investment approach based on fundamental analysis and regular portfolio reviews.