Anthony Locascio is a CFP® professional with over 43 years of experience in financial services. He is the sole advisor at Investment Capital Advisors, a firm he has led since 2018. His prior work includes roles at Kovack Advisors and Kovack Securities, as well as operating his own consulting and insurance agencies. Outside of his advisory work, Locascio is an author of a children's book and performs as a stand-up comedian. Investment Capital Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm emphasizes a strategic asset allocation approach using fundamental, technical, and cyclical analysis, managing primarily long-term, income-focused portfolios through its own wrap fee program without third-party asset managers.

Srikanth Nagarajan is the principal advisor at Berunda Capital Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and is also the CEO of Valan Global Solutions, a firm providing data analytics and investment research support. Nagarajan has worked at Berunda Capital Management since 2018 and has been with Valan Global Solutions since 2012. Berunda Capital Management offers discretionary portfolio management and advisory services mainly to individual and high-net-worth clients. The firm employs a research-driven approach to security selection and portfolio construction, supported by an affiliated research company, and emphasizes client communication through periodicals and educational programs.

Kimberly Black is a financial advisor with Greythorne Advisors LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Faithward Advisors, Ambassador Advisors, American Portfolios Financial Services, Wells Fargo Clearing Services, and Edward Jones. Greythorne Advisors is a single-advisor registered investment adviser serving individual and high-net-worth clients with ongoing portfolio management and financial planning. The firm emphasizes a long-term, non-discretionary approach using a combination of analytical methods and limits recommendations to mutual funds, equities, fixed income securities, and ETFs.

Gerald Odening is the sole advisor at GRO Capital, LLC, an independent firm based in Princeton, NJ. He holds a Series 63 designation and has 22 years of industry experience. Odening has been with GRO Capital since its founding in 2003. GRO Capital provides personalized portfolio management and investment advice to high net worth individuals and trusts, managing approximately $11.8 million in discretionary assets. The firm’s investment approach is fundamentally driven and valuation-focused, emphasizing small- and mid-cap equities in education and business services for long-term capital appreciation.

Cody Hofstetter is the sole advisor at Hofstetter, Cody L., holding a Series 65 designation with five years of industry experience. In addition to his advisory role, he is the CEO and owner of Sovereign Cyber Industries, a cybersecurity firm he has operated since 2011. Prior to his current advisory position, he was involved with Pulp Cafe & Juice Bar LLC. Hofstetter, Cody L. focuses on advisory and consulting engagements for institutional-style and pooled investment vehicles, serving entities such as trusts, estates, and charitable organizations. The firm emphasizes manager selection and due diligence, employs a range of analytical methods, and uses fixed and hourly fee arrangements without custody or discretionary management of client assets.

William Evans III is the sole advisor at William Evans Investment Advisor in Pipersville, PA, holding a Series 65 credential with eight years of industry experience. He has managed his advisory firm since 2018 and is also a partner at NavAxxess Health Solutions, a management consulting company serving the pharmaceutical industry. William Evans Investment Advisor provides investment advisory and residential real estate services to individual clients, focusing on value-oriented, long-term equity investments identified through proprietary algorithms. The firm offers fixed-fee financial check-ups and planning services, delivering recommendations without taking custody of client funds or exercising investment discretion.

Michelle Ford is a CFP® professional with 25 years of experience in financial advisory services. She is currently the principal at Lifelong Advisory Corp and has held roles at several firms including Questar Capital Corporation and Woodbury Financial Services. In addition to her advisory work, she serves as a board member and continuing education instructor for Underwriters Marketing Service and works as an independent 1031 exchange consultant assisting property investors. Lifelong Advisory Corp serves individuals, corporations, and retirement plans, providing limited-scope financial consulting and investment management primarily through third-party model portfolios. The firm emphasizes tax-focused consulting and coordinates with clients’ tax and legal advisors on specialized strategies, including 1031 exchanges and alternative real estate investments.

Jay Patadia is a financial advisor with Veritas FINPRO Advisor, holding the PFS™ designation and one year of industry experience. He has worked at Veritas FINPRO Advisor since 2026 and previously at Hornor, Townsend, & Kent LLC. Outside of his advisory role, Patadia provides tax preparation services through his own practice, Veritas Planning Advisors. Veritas FINPRO Advisor offers investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as retirement-plan consulting. The firm uses a combination of passive and active strategies and asset-allocation principles, managing discretionary accounts and recommending model portfolios or outside managers when appropriate.

Jay Brennan is a CFP® professional with 23 years of industry experience. He has been the sole advisor at Brennan Financial Group, LLC since its founding in 2001 in Princeton, NJ. Brennan Financial Group, LLC provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses. The firm combines ongoing tax preparation and bookkeeping services with fee-only advisory engagements, focusing on long-term, asset-allocation driven portfolios managed primarily on a non-discretionary basis.

David Schram is the sole advisor at Elements 5 Investment Management, LLC, an independent firm based in Bridgewater, NJ. He holds a Series 65 credential and has 12 years of industry experience. In addition to his advisory role since 2013, Mr. Schram has worked part-time as an attorney providing legal counsel to a biotechnology company through Axiom Global, Inc. since 2012. Elements 5 Investment Management offers personalized financial planning, investment management, and consulting services to individuals, families, trusts, estates, family offices, and business owners. The firm emphasizes tailored portfolio construction using quantitative analysis and modern portfolio theory, focusing on volatility reduction and strategic asset allocation.

Ronald Slosberg is a CFP® professional with 18 years of industry experience. He has been the principal advisor at Slosberg Financial Solutions, LLC since 2007. Slosberg Financial Solutions provides personalized financial planning and investment advice to pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, with additional services in retirement, education, tax, and estate planning. The firm uses a strategic asset-allocation approach with global diversification, primarily implementing portfolios through no-load mutual funds and ETFs, and employs a blended compensation model combining hourly and fixed fees with commissions from insurance and annuity sales.

Thomas Margaritondo is a financial advisor at Meadowbrook Advisors with five years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and RBC Capital Markets. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. Meadowbrook Advisors provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, non-profit organizations, and retirement plans. The firm manages portfolios using a range of investment vehicles and employs fundamental analysis and Modern Portfolio Theory with a long-term orientation.

William Reube Jr. is a financial advisor at Poxono Capital with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Corbin Capital Partners and Panning Capital Management. Outside of his advisory role, he manages a personal real estate investment entity. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, creating tailored portfolio management plans that document client goals and risk tolerance. The firm employs a diverse investment process including fundamental, quantitative, and technical analysis, and offers services such as managing a privately organized pooled investment vehicle with performance-based compensation.

Ryan Kelly is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Duke and Duke Wealth Management LLC since 2025 and previously held positions at FutureFWD Advisors, Thrive Financial Services, Boenning & Scattergood, and Thrive Wealth Management. Duke and Duke Wealth Management LLC provides asset management and written financial planning primarily to individual clients, managing about $101.6 million across approximately 244 accounts. The firm offers non-discretionary management with a focus on long-term investments and due diligence of third-party managers, typically recommending mutual funds and ETFs.

Patrick Leger is a CFA® charterholder with 20 years of industry experience. He has been with Giverny Capital Advisors since 2009. Outside of his advisory role, he serves on the Finance Committee of The Waldorf School of Princeton and is part owner and CFO of a family food business, First Field LLC. Giverny Capital Advisors provides discretionary investment management to individuals, trusts, and select institutional clients, focusing on concentrated equity portfolios typically containing 20–30 positions. The firm employs a value-investing approach based on fundamental research and manages long-term, low-turnover portfolios with generally limited fixed-income exposure.

Robert Szigeti III is a financial advisor at SG Securities, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill for four years. Outside of his advisory role, he serves as an ice official for USA Hockey, officiating youth hockey games. SG Securities, LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, tailoring investment strategies to client objectives and risk tolerance. The firm operates with a two-advisor team and offers educational seminars and ongoing account monitoring.

Darsh Sharma is a financial advisor at WP Asset Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Morgan Stanley and held academic roles at Stevens Institute of Technology and Vellore Institute of Technology. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services for individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm uses a combination of modern portfolio theory and multiple analytical methods, tailoring investment programs through individualized Investment Policy Statements.

Barbara Cavagnaro is a financial advisor at Halberstadt Financial Consultants Inc in Princeton, NJ, holding a Series 65 designation with seven years of industry experience. She has been with Halberstadt Financial Consultants since 2000. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services to individual clients, including both high-net-worth and non-high-net-worth individuals, as well as institutional and business entities. The firm integrates investment, tax, and insurance services, offering a range of strategies and maintaining credentialed professionals to support these capabilities.

Timothy Starkey is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. He is currently with LiftPoint Family Wealth Advisors, LLC and has prior experience at firms including FortisPath Advisors, NewEdge Advisors, LPL Financial, Morgan Stanley, and Merrill. LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities through a two-advisor team managing approximately $187.7 million in discretionary assets. The firm employs a manager-agnostic approach that includes independent investment managers, ETFs, structured notes, and alternative investments, coordinating planning with clients’ tax, estate, and insurance professionals.

Robert Lockyer is the sole advisor at Moondance Investment Advisors, LLC in Reading, PA, with eight years of industry experience. He has been with Moondance since 2017 and previously worked at Tioga-Franklin Savings Bank from 2015 to 2022. Moondance Investment Advisors provides customized investment advisory services and financial planning to individuals, high net worth clients, trusts, and estates. The firm employs a range of strategies using fundamental, technical, and cyclical analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and alternative investments.