James Foley is a financial advisor with Kinetic Investment Management, Inc. in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has held roles at multiple firms, including AE Wealth Management and Questar Asset Management, and has served as president of MaxGuard Wealth, where he is involved in insurance sales focusing on annuities and life insurance. Kinetic Investment Management provides portfolio management, financial planning, and sub-advisory services to individuals, pension plans, and business entities. The firm employs a mainly long-term trading approach using various analytical methods and offers access to a broad range of asset types, including non-traded real estate investments, while supporting other RIAs through sub-advisory and administrative services.

Brian Dobisch is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining Blackridge, he spent over two decades at Concourse Financial Group Securities Inc. He also operates as a self-employed insurance agent, selling life and health insurance. Blackridge Asset Management provides financial planning, investment management, and related consulting through a network of investment adviser representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a turnkey asset management platform and a multi-strategy investment approach including asset allocation, rebalancing, and diversification.

Glenn Cohen is a financial advisor at Merit Financial Advisors with over 26 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and HD Vest Advisory Services. In addition to his advisory role, he owns a CPA firm that provides accounting and tax services for businesses and individuals. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an investment committee, while allowing advisors flexibility in portfolio management.

Andrew Gergatsoulis is a financial advisor at Aegis Capital Corp. with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America and Merrill. He is the owner of AG Capital Holdings LLC, an inactive investment account. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports clients with trade execution, clearing, custody, and reporting services.

Danielle Ives is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Great Valley Advisor Group and LPL Financial since 2015. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers across various platforms.

Joseph Hidalgo is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 23 years of industry experience. He has been with Creative Financial Designs since 2008 and also operates Hidalgo Financial Services and CFD Investments Inc. Additionally, he works as an independent insurance agent. Creative Financial Designs serves individual (including high-net-worth) clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm’s investment approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Christopher Gatsch is a financial advisor with OneSeven who holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. He is also the founder of Alta Vera Securities d/b/a SH Summit, Inc., focusing on sourcing and selling private investment offerings to qualified investors. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes diversified portfolios with a primarily long-term investment approach and utilizes a mix of discretionary and non-discretionary management strategies.

Jared Reilly is a CFP® professional at CW Advisors, LLC with 18 years of industry experience. He previously worked at Mercadien Securities, LLC and Mercadien Asset Management, LLC from 2007 to 2024. CW Advisors, LLC is a multi-team advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and offers services that include investment management, comprehensive wealth management, financial planning, and family office solutions.

Mark Kruman is the principal of Bryce Wealth Management in Washington Crossing, PA, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Madison Avenue Securities, Gradient Wealth Management, and operates a legal practice focused on drafting wills and related documents. In addition to financial advising, he maintains an active estate planning attorney practice. Bryce Wealth Management provides financial planning, consulting, and educational seminars to high-net-worth individuals, families, businesses, and charitable organizations. The firm facilitates relationships with third-party money managers, assists with manager selection and paperwork, and monitors manager performance without directly managing client portfolios.

Robert Eng is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Belpointe Asset Management LLC since 2019. He previously worked at Glen Eagle Advisors LLC and J.O.Y. WEALTH PARTNERS. Outside of his advisory role, he is the founder of Joywise, a meditation teaching and coaching business in Princeton, NJ. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing a range of strategies from passive to tactical, with customized portfolio solutions supported by affiliated funds and service entities.

Brett Danko is a CFP® professional with 18 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2002. He is also the managing member of Brett Danko, LLC, through which he provides educational and instructional services to financial planning candidates and those interested in learning financial planning. Main Street Financial Solutions serves a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm employs an academic-based, multi-asset investment approach that emphasizes low-cost passive ETFs alongside active management, tailoring portfolios to client objectives and risk profiles.

Isaac Keil is a CFP® with 16 years of industry experience. He has worked at Fortis Capital Advisors, LLC since 2024 and previously spent 11 years with Bank of America and Merrill. Outside of his advisory role, he operates Isaac Financial, a business offering insurance and investment services. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring, implementing a variety of strategies across passive, active, tactical, blended, and ESG-integrated approaches.

Howard Azer is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Palmerston Group Advisors and his own practice, Howard Azer and Associates. Azer is also a CPA and serves as treasurer on the board of The Whole Earth Center of Princeton, a nonprofit natural food grocery. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting with customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Larry Jenkins is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Client One Securities since 2012 and operates Jenkins And Associates, where he provides sales and service related to fixed, indexed, and life insurance. In addition to his advisory roles, Jenkins is involved in tax preparation through Best Accounting, Inc. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management via its proprietary platforms.

Kenneth Paul is a financial advisor with Main Street Financial Solutions, LLC, holding the CFP® designation and securities licenses Series 63, 65, and 66. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Alliance Wealth Management Group, LLC. He has been with Main Street Financial Solutions since 2018. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses an academic-based, multi-asset class investment approach emphasizing mutual funds and low-cost passive ETFs, while also offering actively managed funds and alternative investments.

Chris Nelson is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He worked at Cantella & Co Inc for 16 years before joining Vanderbilt Advisory Services and Vanderbilt Securities, LLC in 2019. Nelson also serves as President of Afton Capital Management and as an Investment Advisor Representative for the Intercollegiate Tennis Association. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Douglas Bailey is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Capital Analysts since 2003 and has also worked at Lincoln Investment since 2012. In addition to his advisory work, he is licensed as an insurance broker, focusing on life, health, and disability insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Shawn Seilback is a financial advisor with Csenge Advisory Group, LLC, holding a Series 63 designation and 43 years of industry experience. His career includes roles at FSC Securities Corporation and Travelers, among others. He serves as Treasurer of the Longport Citizens Alliance, a volunteer board focused on community improvement. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis approach, emphasizing relative strength and a top-down market, sector, manager, and risk evaluation, with customized portfolio management through discretionary or model-based strategies.

Emily Kamen is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. She is currently with CW Advisors, LLC and has previously worked at Mercadien Securities, Mercadien Asset Management, and RBC Capital Markets. Outside of her financial advisory role, she teaches a weekly yoga class at a fitness studio. CW Advisors, LLC is a multi-team firm offering investment management, wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach and integrates active, passive, quantitative, and ESG strategies across various investment vehicles.

Sean Coyle is a financial advisor at Main Street Financial Solutions, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Main Street Financial Solutions in 2023, he worked at CFGI from 2021 to 2023 and has experience at Temple University and the Baltimore Orioles. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment management, and retirement plan consulting, using an academic-based, multi-asset class investment approach tailored to clients’ objectives and risk profiles.