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.

Kevin Horgan is a financial advisor at Muntz Financial, LLC with four years of industry experience. He has worked at Horgan Brothers, Inc. for ten years. Outside of his advisory role, he provides tax preparation and consulting services through Horgan Tax Consulting. Muntz Financial serves individual clients, trusts, estates, retirement plans, corporations, and private funds with fee-based portfolio management and financial planning, employing a core-satellite investment approach that incorporates fundamental, technical, cyclical, and charting analyses.

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, with 23 years of industry experience. He has been with Dumont & Blake since 2000. Goldberg holds a Series 63 designation. Dumont & Blake Investment Advisors LLC is an independent SEC-registered firm managing approximately $540.8 million for a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, business entities, and several institutional clients. The firm employs a disciplined investment process combining fundamental, valuation, and technical analysis across multiple strategies and operates a sponsor-directed wrap program involving fee sharing with a broker-dealer.

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® with three years of experience at RMR Wealth Management and prior roles at Fountainhead Capital Management and Tattory Financial Group, which he has owned since 1994. He is also a licensed insurance producer involved in the sale of life and health insurance products. Additionally, he works in real estate sales as a listing agent. RMR Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, retirement plans, and corporate entities. The firm utilizes third-party platforms and sub-advisers for manager selection and offers a range of managed account programs alongside project-based consulting services.

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.

Dylan Smith is a financial advisor at Muntz Financial, LLC with a Series 65 designation and no prior industry experience. He has a background in real estate, currently working as a licensed real estate salesperson with J. Carroll Molloy Realtor, LLC. Outside of finance, he has several years of experience in roles related to golf clubs and landscaping. Muntz Financial provides fee-only investment advisory services to individuals, trusts, plans, corporations, and private funds, using a core-satellite investment approach that incorporates fundamental, technical, cyclical, and charting analysis for a range of strategies. The firm also manages private equity and pooled investment vehicles, serving both retail and non-retail clients.

Stephen Schmidt is a financial advisor with Innova Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Innova Wealth Partners since 2013. In addition to his advisory role, Mr. Schmidt is 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 pension consulting services to individuals, trusts, pension plan participants, and businesses. The firm employs a diversified investment approach using ETFs, mutual funds, and other securities across multiple asset classes, alongside fee-based educational retirement courses and workshops.

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.

Morgan Zafonte is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at JMAC Enterprises LLC since 2021 and previously held roles at Wells Fargo Advisors Financial Network, LLC and Johnson & Johnson. JMAC Enterprises LLC, operating as Brick House Strategic Wealth, provides comprehensive wealth management, discretionary investment management, and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and manages approximately $919 million with a small team, offering services that include retirement-plan advisory and fiduciary roles.

Thomas Mcinerney is a financial advisor with Insight Advisors, LLC in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Inc. and Insight Advisors since 2013. Outside of advising, he is the president and majority owner of Meridian Alarm Co., Inc., a security alarm company, and serves as a board member and minority owner of Liberty Coating, a pipe coating business. Insight Advisors, LLC manages over $700 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through a multi-advisor team. The firm provides portfolio management, financial planning, and pension consulting, employing varied investment strategies including individual securities, mutual funds, options, and cryptocurrency.

Christopher Dougherty is a financial advisor with Muntz Financial, LLC, holding a Series 65 designation. He has a professional background that includes roles at Pride Technologies, Valuation Research Corporation, and KPMG, with a total of four years in related fields. Dougherty is based in Doylestown, PA. Muntz Financial serves individual clients, trusts, estates, retirement plans, corporations, and private funds, offering fee-based portfolio management and financial planning across a broad range of investment vehicles. The firm typically employs a core-satellite investment approach and incorporates multiple forms of analysis to tailor portfolios to client objectives, including private equity and limited partnership investments.

William Wolf is a financial advisor at Insight Advisors, LLC in Newtown, PA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Insight Advisors since 2013. Prior to that, he was with Purshe Kaplan Sterling Investments for five years. Wolf is also a licensed insurance agent. Insight Advisors, LLC manages over $712 million for individuals, high-net-worth clients, pension and profit-sharing plans, and various business entities. The firm provides portfolio management, financial planning, and pension consulting through a team of 15 advisors, employing a range of investment strategies tailored to client goals.

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.

Paul Orihel is a financial advisor with Insight Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Insight Advisors since 2016. In addition to his advisory work, he evaluates disability and creditable compensation requests for the New Jersey Teachers Pension and Annuity Fund. Insight Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, pension consulting, and portfolio monitoring. The firm manages approximately $785 million in client assets and employs a range of investment strategies including ETFs, mutual funds, stocks, bonds, options, and private securities.

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® with 13 years of industry experience, currently serving as an advisor 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 commissionable insurance products. Innova Wealth Partners, LLC provides discretionary portfolio management and pension consulting to individuals, trusts, pension plan participants, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers fee-based educational retirement courses and workshops.

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.