Timothy Malarkey is a financial advisor at LRI Investments with over 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at JKJ Financial Services and M Holdings Securities, where he has worked for 15 and 25 years respectively. Outside of his advisory work, he serves on the board of Teach Plus – PA, an education-focused nonprofit. LRI Investments, LLC is a team-based firm managing approximately $2.78 billion for individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm offers customized asset-allocation portfolios with a long-term focus, regular reviews, and both discretionary and non-discretionary management, including specialized retirement-plan consulting services.

Erica Bullinger is a financial advisor at Princeton Global Asset Management LLC with 18 years of industry experience, including 18 years at BlackRock. She holds the Series 66 designation. Outside of her advisory role, she serves as Treasurer for the Nassau Nursery School of Princeton and is a board member and Social Chair for the Pretty Brook Tennis Club. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals and institutional clients. The firm employs a fundamental analysis-based investment process and offers customized strategies across equity, fixed income, and balanced portfolios, including management of held-away retirement accounts.

Daniel Hanley Jr. is a CFP® with 30 years of industry experience, currently serving at Princeton Global Asset Management LLC since 2023. His prior roles include positions at Spoor Behrins Campbell & Young Securities Corp., Global Wealth Management, and Wells Fargo Clearing. 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 that integrates global macro, currency, and geopolitical analysis to construct customized portfolios across U.S., international, and global markets.

Kenneth Coniglio is a financial advisor at JW Nova Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services. JW Nova Wealth Partners manages approximately $308 million for a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm offers wrap-fee wealth management, pension consulting, and financial planning, employing a range of analytical methods and investment strategies tailored to client goals documented in Investment Policy Statements.

Ellen Sandler is a financial advisor at Carnegie Lake Advisors LLC with 46 years of industry experience. She holds a Series 63 designation and has previously worked for Highlander Capital Management, LLC and Highlander Capital Group, Inc. for 27 years. Outside of her advisory role, she serves as a senior portfolio manager for a hedge fund and holds managing member positions in private development and service companies. Carnegie Lake Advisors LLC provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension plans, and businesses. The firm employs a tailored asset management approach with continuous monitoring and rebalancing, utilizing strategic, dynamic, tactical, or core-satellite asset allocation frameworks.

Donna Woytek is a financial advisor at Gibraltar Wealth Management, LLC with 34 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Gibraltar Wealth Management since 2002. She also has a longstanding association with Cresap, Inc. since 1999. Gibraltar Wealth Management provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages a combination of discretionary and non-discretionary assets and offers specialized services including Relative Strength advisory programs and ERISA fiduciary support.

Colton Growney is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with Gibraltar Wealth Management, LLC and has previously worked at firms including Costello Asset Management Inc, The Colony Group, LLC, and Hotaling Investment Management, LLC. Gibraltar Wealth Management, LLC provides financial counseling, investment management, and wealth management services to individuals, retirement plans, trusts, estates, corporations, and private investment funds. The firm manages approximately $213 million in assets and advises on an additional $100 million, offering a focused service model that includes specialized programs such as Relative Strength advisory and ERISA fiduciary support.

Robert Macaulay is a CFP® with 37 years of industry experience, currently serving as an advisor at JMAC Enterprises LLC since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2021. Macaulay is also involved in insurance sales in a non-investment capacity. JMAC Enterprises LLC provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to high-net-worth individuals, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in client assets through customized investment programs that primarily focus on long-term portfolio construction while allowing tactical adjustments.

Howard Alter is a financial advisor with Roundview Capital, LLC in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Roundview Capital since 2008 and previously led Alter Asset Management, Inc. from 1992 to 2012. Roundview Capital is an independent SEC-registered advisory firm serving individuals, families, and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.13 billion in regulatory assets using tailored investment policy statements and a combination of fundamental and technical analysis across various asset classes, with a focus on pooled retirement plan management and donor-advised fund advisory.

Kevin Flesch is a financial advisor at Millstone Financial Group in Princeton, NJ, with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of his advisory role, he is also involved as an insurance agent affiliated with Millstone Financial Group. Millstone Financial Group serves individual investors, business owners, and retirement plans, offering asset management, financial planning, consulting, and ERISA plan services. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis tailored to each client's objectives and risk tolerance, and it provides educational seminars alongside managing relationships with sub-advisors and third-party managers.

Eckart Weeck is a financial advisor with Carnegie Lake Advisors LLC, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked for Highlander Capital Management LLC and Highlander Capital Group, Inc. for 26 years. Outside of his advisory role, Weeck has served as a senior portfolio manager and managing member at a hedge fund affiliated with Highlander Bank Holdings, LLC. 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 management approach with continuous monitoring and periodic rebalancing, using various asset-allocation strategies and a combination of fundamental, qualitative, and cyclical analysis methods.

Matthew Charles is a financial advisor at Insight Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Insight Advisors since 2019. Prior to this, he spent eight years with The Philadelphia Foundation. 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 services, utilizing a range of investment strategies including stocks, bonds, options, and cryptocurrency.

Michael Carlucci is a financial advisor with PW Nova Financial Services LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services in 2026. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to individuals, high-net-worth clients, and institutional plans, including pension and profit-sharing plans as well as government entities. The firm employs a team approach, using a range of analytical methods to construct diversified portfolios that may include mutual funds, fixed income, alternative investments, and more complex strategies, while also serving as a wrap fee program sponsor.

Brendan Mc Poyle is a CFP® professional with 24 years of industry experience. He is a partner and wealth manager at Princeton Global Asset Management LLC and has previously worked at Affinity Wealth Management, Mercap Securities, and Coastal Equities. 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 employs a fundamental analysis-based investment process that considers macroeconomic, currency, and geopolitical factors, tailoring portfolios to clients’ risk tolerance, time horizon, liquidity needs, and tax considerations.

Brian Kuhns is a financial advisor with Andrew Garrett, Inc. in Newtown, PA, holding Series 63 and 65 licenses and bringing 29 years of industry experience. He has been with Andrew Garrett since 2007 and previously worked at S.W. Bach & Company. Outside of his advisory role, Kuhns serves as a head wrestling coach at Penridge High School and as an assistant football coach and defensive coordinator at Penridge South Middle School. Andrew Garrett, Inc. serves a diverse client base including 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 range of investment strategies tailored to client suitability and risk tolerance.

Daniel Mcelwee is a CFP® professional with 18 years of industry experience, currently serving as Executive Vice President at Ventura Wealth Management. He has been with Ventura since 2010 and previously worked at American Portfolios Financial Services, Inc. from 2010 to 2024. Outside of his advisory role, he is active in nonprofit organizations, including serving as President of the Point Pleasant Beach Public Education Foundation and Treasurer of the MorDance Ballet company, and he also works as a freelance writer on non-financial topics. Ventura Wealth Management provides financial planning and discretionary portfolio management to a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model-based investment approach combining fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

Joel Heymsfeld is a CFA charterholder with 35 years of industry experience and has been with Princeton Global Asset Management LLC since 2009. He holds the Series 63 and Series 65 licenses and is based in Princeton, NJ. 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 equity, fixed income, and balanced portfolios, often using third-party platforms to implement strategies and manage held-away assets.

Mark Forktus is a financial advisor at Cordatus Wealth Management LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing. Cordatus Wealth Management advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm offers executive services for managing stock options and restricted stock, and combines financial planning with ongoing portfolio management using various proprietary strategies and third-party managers.

Thomas Durkin is a financial advisor at Main Street Financial Solutions, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for eight years. Main Street Financial Solutions serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, combining passive and active management strategies while also providing fiduciary consulting and specialized services for employee benefit plans.

Samuel Feldbaum is a CFP® with 14 years of industry experience and has been with Rockwood Wealth Management, LLC since 2016. He serves as a member of the Finance Committee for the Bucks County Opportunity Council, a nonprofit organization that provides services such as financial literacy, free tax preparation, and food assistance. Rockwood Wealth Management serves individuals, families, and related entities with financial planning, wealth management, and investment management through tailored portfolios. The firm employs a structured, passive investment approach focused on globally diversified allocations and manages several billion dollars in client assets.