Jonathan Kliment is an advisor at Condor Capital Wealth Management with a Series 65 designation. He has been with Condor Capital Management since 2013. Outside of his advisory role, he provides accounting and tax preparation services. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a fee-only investment approach utilizing a range of investment vehicles and offers specialized services such as direct indexing and AI-supported adviser analysis.

Peter Martin is a Series 66-licensed advisor at Platform Wealth Advisors with 27 years of industry experience. He has held roles at Raymond James Financial Services and Civale, Silvestri, Alfieri, Martin & Higgins, LLC. In addition to his advisory work, Martin is a CPA and principal at Hamilton Mercer Advisors, where he provides accounting and tax services. Platform Wealth Advisors offers discretionary investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-class investment approach guided by Modern Portfolio Theory and is formally affiliated with accounting and consulting practices, supporting integrated advisory and tax services.

Hiren Shah is a financial advisor at Condor Capital Wealth Management with 13 years of industry experience. He holds the Series 65 designation and has been with Condor Capital Management since 2011. Prior to that, he worked for nine years at the Township of East Brunswick Recreation Department. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only portfolio management and financial planning, using a variety of investment vehicles including equities, fixed income, mutual funds, ETFs, and private funds, and incorporates technology such as AI tools to support adviser analysis while maintaining human oversight.

Philip Kiernan Jr. is a financial advisor with Carnegie Lake Advisors LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Highlander Capital Management LLC and Cantella & CO., Inc. He has a minor outside business activity involving life insurance agency work through RLM Agency. Carnegie Lake Advisors LLC offers personalized investment advisory and portfolio management services to individual and high-net-worth clients, as well as trusts, pension plans, and business entities. The firm employs a tailored asset-allocation approach with continuous monitoring and uses fundamental, qualitative, and cyclical analysis methods.

Joseph Varvara is a financial advisor with Atcap Partners, LLC, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at National Securities Corp, National Asset Management, and Ceros Financial Services. Varvara is also the owner of a consulting firm used solely for accounting and tax purposes. Atcap Partners provides investment management and financial planning services to individual clients as well as pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and third-party managers.

Marcell Pickens Jr. is a financial advisor at Princeton Global Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Princeton Global since 2018, previously spending six years at TD Ameritrade. Outside of his advisory role, he is co-founder and lead photographer at Evvett Marcell Photography, LLC. 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 and foundations. The firm employs a fundamental analysis approach considering macroeconomic and geopolitical factors, tailoring portfolios to clients’ risk tolerance and other preferences.

Brendan Hughes is a CFP® with seven years of industry experience, currently affiliated with Condor Capital Wealth Management. His prior roles include positions at Corient, RegentAtlantic, Pathstone Family Office, and Bleakley Financial Group. Condor Capital Wealth Management serves individuals, business entities, trusts, pension plans, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs a fee-only investment approach that incorporates equities, fixed income, mutual funds, ETFs, separate account managers, and selective private and interval funds, supported by AI tools under human oversight.

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.

Andrew Guez is a financial advisor at Invst, LLC with a Series 65 credential and two years of industry experience. He has been with Invst, LLC since 2023 and also works with Tomoro LLC. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting for individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Frank Geremia Jr. is a financial advisor with Geremia Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Geremia Financial Services since 2005. Outside of his advisory role, he is the managing member of Geremia Capital, LLC, a mortgage brokerage. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management to a diverse client base, including individuals, trusts, and charitable organizations. The firm manages approximately $132 million in discretionary assets and sponsors its own wrap fee program, combining top-down macroeconomic allocation with bottom-up fundamental security selection.

Jordan Gilberti is a CFP® with eight years of experience in financial planning. He is currently an investment advisor representative for Boldin Advisors and Core Planning and has prior experience at Facet Wealth, Family Focus Financial Group, and Rutgers University. Gilberti also works as a senior planner with Ontrail, Inc., providing consulting services and financial plan development. Boldin Advisors serves individuals, high net worth clients, trusts, estates, and small businesses by offering financial planning and investment consultations based on Modern Portfolio Theory. The firm emphasizes a long-term, buy-and-hold investment approach using low-cost index funds and ETFs and operates as a fee-only adviser without discretionary portfolio management.

Richard Semo Jr. is a financial advisor at Geremia Financial Services, LLC with 18 years of experience since joining the firm in 2008. He holds a Series 65 designation and works within a team of five advisors based in Edison, NJ. Geremia Financial Services, LLC provides financial planning and discretionary investment and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $132 million in discretionary assets across roughly 130 client accounts and sponsors its own wrap fee program that integrates portfolio management and brokerage services.

Matthew Santarsiero is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at LPL Financial, LLC, Invst, LLC, and is currently with Tomoro LLC. Tomoro LLC provides personalized investment advisory and financial planning services to a range of clients including individuals, family offices, trusts, and foundations. The firm employs fundamental analysis and a diverse mix of investment vehicles to tailor portfolios, generally focusing on long-term strategies while allowing short-term trades when appropriate.

Ronald Mc Intire is a financial advisor at OMNI 360 Wealth, Inc. with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merit Financial Group, LLC and New York Life. Outside of his advisory role, he serves as Treasurer for the political action committee Lower Bucks Values. OMNI 360 Wealth, Inc. provides financial planning and investment management services to a diverse client base, including individuals, families, trusts, estates, charitable organizations, businesses, and employee benefit plans. The firm employs a multi-advisor team approach and utilizes fundamental, technical, and cyclical analysis to implement tailored portfolios, alongside offering coordinated tax, legal, and insurance services through affiliated entities.

Joseph Cammayo is a financial advisor at Grantvest Financial Group LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, J.P. Morgan Securities, Morgan Stanley, and Calton & Associates. In addition to his advisory role, he is involved with JBT Benefits Group, a supplemental insurance business. Grantvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in client assets, focusing on diversified, ETF-centric portfolios tailored to client goals and risk tolerance.

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 at Glen Eagle Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Glen Eagle Advisors, he worked at CBIZ Inc., EquityZen Securities LLC, and Wells Fargo Securities, LLC, and served five years in the United States Marine Corps. Glen Eagle Advisors, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs client-specific assessments combined with fundamental and technical analysis to construct portfolios, generally following a buy-and-hold strategy supplemented by rebalancing and downside protection.

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.

Danielle Wauchope is a financial advisor at Paradiem, LLC with 12 years of industry experience. She holds a Series 65 credential and has been with Paradiem since 2014. Outside of her advisory role, Ms. Wauchope volunteers with Grace Missionary Church, where she teaches Bible study, coaches basketball, and participates in mission trips and mentoring. She also serves as an alumni mentor for the DeVoe Division of Business at Indiana Wesleyan University, working with students on career and networking topics. Paradiem serves individuals, high-net-worth families, and charitable organizations by providing asset management, financial planning, and insurance services. The firm focuses on long-term investment strategies and coordinates tax, estate, and charitable planning through a family CFO approach that includes values-based giving and succession strategies.