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.

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.

Peter Ostrowski is a Series 65-licensed financial advisor with Condor Capital Wealth Management, where he has worked since 2026. Prior to joining Condor, he held roles at First Capital Advisors Group, Bloomberg, Kroll, and Rutgers University, accumulating experience across different sectors. Condor Capital Wealth Management serves individuals, business entities, trusts, pension plans, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a fee-only investment approach using a variety of asset classes and incorporates technology and distinctive services such as direct indexing, cryptocurrency exposure options, AI tools for analysis, and concierge hourly services.

Joseph Cammayo is an advisor at Grantvest Financial Group LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Calton & Associates, Inc. In addition to his advisory role, he is involved with JBT Benefits Group, which provides supplemental insurance benefits. Grantvest Financial Group offers wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm emphasizes discretionary portfolio management primarily using diversified exchange-traded funds, tailoring investment decisions to client objectives 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 with Glen Eagle Advisors, LLC in Kingston, NJ, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at CBIZ Inc., EquityZen Securities LLC, and Wells Fargo Securities, LLC, as well as service in the United States Marine Corps. Glen Eagle Advisors provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs client-specific assessments combined with fundamental and technical analysis within a primarily buy-and-hold investment approach, using both discretionary and non-discretionary portfolio management strategies.

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.

Dorota Warchol is a financial advisor at Virtus Wealth Solutions with 30 years of industry experience. She holds the ChFC® designation along with Series 63 and 65 licenses. Her prior experience includes roles at MetLife Securities Inc., Metropolitan Life Insurance Company, Mass Mutual Investors Services, and Commonwealth Financial Network. Warchol serves on the boards of the nonprofit organizations Blue Parasol Home Care and PSC Community Services. Virtus Wealth Solutions provides financial planning and asset management to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, comprehensive financial planning, and access to a broad range of investment products, utilizing both third-party platforms and in-house strategies.

Konstantin Danias is a CFP® professional with 34 years of experience in the financial advisory industry. He is currently with Paradigm Investment Advisory, LLC and has prior experience at LPL Financial and Prospera Financial Services. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach based on fundamental analysis and offers customized portfolios that may include institutional mutual funds, ETFs, individual equities, bonds, and third-party managers.

Kristopher Jones is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Condor Capital Wealth Management since 2023. Prior to joining Condor, he was involved in property management and a payment services business. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing portfolio management, financial planning, and pension consulting services. The firm employs a fee-only investment approach utilizing various asset types, including equities, fixed income, ETFs, and private funds, and incorporates AI tools to support advisor analysis while maintaining human oversight.

Linda Wang is a Series 65-licensed financial advisor at Condor Capital Wealth Management with three years of industry experience. She has been with Condor Capital since 2023 and previously held roles at Rutgers University and Highland Park High School. 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 pension plan consulting. The firm employs a fee-only investment approach using diverse strategies, including direct indexing and AI-assisted analysis, across its 17-office multi-location structure.

Jason Ross is a financial advisor at Atwood Financial Planning LLC with seven years of industry experience. He holds a Series 65 designation and has been with Atwood Financial Planning since 2019. In addition to his advisory role, he works full-time as Manager of Financial Analysis and Business Intelligence at Xaxis. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, offering comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment approach, and non-discretionary portfolio management with client-approved trade execution.

Dekker Buckley is a financial advisor at Investment Partners Asset Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at T3 Trading Group, LLC, and held roles outside the financial sector, including at TMHCC Surety Group and in education. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside consulting services. The firm employs a multi-style investment approach focused on value investing and utilizes a range of instruments, including derivatives and structured products.

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®-certified financial advisor with 30 years of industry experience. He is currently with Princeton Global Asset Management LLC and has previously worked at firms including Spoor Behrins Campbell & Young Securities Corp., Global Wealth Management, and Wells Fargo Advisors. 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 and endowments. The firm employs a fundamental analysis-driven investment process tailored to clients’ specific needs and utilizes third-party managers and platforms for specialized mandates and held-away account management.

Kirk Loury is a financial advisor at MCM Wealth with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at MCM Wealth since 2022, alongside his longstanding role at Wealth Planning Consulting, Inc. since 2009. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, other RIAs, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite investment approach, offering custom-tailored portfolios that include mutual funds, ETFs, individual stocks and bonds, options-based strategies, and private investments for accredited clients.

Ellen Sandler is a financial advisor at Carnegie Lake Advisors LLC with 45 years of industry experience. She holds a Series 63 designation and has worked at Highlander Capital Management, LLC since 1997. Outside of her advisory roles, she serves as senior portfolio manager and managing member of a hedge fund and related entities. Carnegie Lake Advisors LLC provides 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 ongoing monitoring and rebalancing, utilizing fundamental, qualitative, and cyclical analysis methods.

Jacob Boylan is a CFP® with eight years of industry experience. He has been with Condor Capital Wealth Management since 2016 and previously worked at Creative Financial Group, an office of MassMutual, from 2015 to 2016. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs, financial planning, and pension plan consulting, utilizing a range of investment vehicles including individual equities, fixed income, mutual funds, ETFs, and private funds, with ongoing monitoring and client reviews.

Nicholas Sullivan is a CFP® with 11 years of industry experience. He is currently with KFA Private Wealth Group, LLC and has previously worked at Facet Wealth, PrairieView Partners, and All Star Financial. KFA Private Wealth Group serves individuals, trusts, estates, employer retirement plans, and business entities, offering financial planning, retirement plan consulting, investment management, and integrated tax preparation and accounting services. The firm uses goal-based strategic asset allocation with a combination of passive and active management and operates a wrap fee program designed to reduce transaction costs.