Michael Sabatino is a CFP® with 11 years of industry experience. He is the sole advisor at Sabadoodle in Princeton, NJ, and previously worked at Guide-U Wealth Advisors LLC, Lifecycle Financial Advisors, LLC, and McGraw-Hill Federal Credit Union. Sabadoodle serves veterinarians and related employer or trade-association audiences, providing personalized financial planning and portfolio management services. The firm focuses on non-high-net-worth veterinarians, offering passive, low-cost portfolios and specialized programs such as student loan analysis and workplace financial wellbeing initiatives.

Tyler Zhang is an investment advisor at Lumbridge Research with a Series 65 credential and four years of industry experience. His prior roles include positions at Golden City Investment and Lumbridge Research, where he has worked since 2022. He holds a degree from Michigan State University. Lumbridge Research provides discretionary investment management and financial consulting to high-net-worth individuals, trusts, pension plans, and small businesses. The firm employs a tactical asset-allocation approach focused on thematic model portfolios with an emphasis on sectors such as technology, biotechnology, and cryptocurrencies.

Yunfei Zhou is a CFA® charterholder and the sole advisor at Infinite Spring Asset Management with two years of industry experience. Prior to founding the firm, Zhou was self-employed and held a position at the University of Southern California. Infinite Spring Asset Management provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and endowment funds. The firm employs a conservative, value-oriented approach focused on bottom-up fundamental analysis to identify undervalued securities and manages portfolios on a discretionary basis within client guidelines.

Peter Elliott is a Series 65-licensed financial advisor with ALJ Capital, LLC, where he has worked since 2026. He has 18 years of experience with Charles P. Elliott, PC. Elliott also holds CPA and CFE credentials and divides his time between advisory and accounting work. ALJ Capital provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates, offering discretionary portfolio management combined with consulting and written financial plans. The firm employs fundamental analysis with a long-term orientation, constructing portfolios from ETFs, individual equities, and bonds, while monitoring accounts and tailoring asset allocation to clients’ goals, time horizons, and risk tolerances.

Wesley English is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry. He currently leads Vault Private Wealth LLC, an independent firm he joined in 2024 after seven years at BlackRock and five years at Merrill Lynch. Vault Private Wealth LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporate or institutional accounts. The firm combines fundamental, technical, and cyclical analysis to manage discretionary, asset-allocation-driven portfolios using both passive and active strategies, with attention to tax and liquidity considerations.

Timothy Vickrey III is a financial advisor at Bucks Capital Advisers with a Series 65 credential and one year of industry experience. His prior work includes roles at Michigan State University, Andersen Tax, LLC, and various other organizations. Bucks Capital Advisers serves individuals, trusts, pension and profit-sharing plans, non-profits, corporations, and private fund investors. The firm employs a tailored investment process using a variety of securities and analysis methods, combining portfolio management with financial planning and offering access to private funds.

Wayne Gifford is the sole advisor at Financial Spectrum Inc. in Abington, PA, with 27 years of industry experience. He holds a Series 63 designation and has been with Financial Spectrum Inc. since its founding in 1999. Outside of his advisory role, he is a shareholder partner at Gifford & Uslin PC CPA's, a firm providing accounting, bookkeeping, tax consulting, and computer system services to individuals and small businesses. Financial Spectrum Inc. provides fee-only investment management and financial planning for individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a non-discretionary investment approach, utilizing fundamental, technical, and economic analysis to create diversified portfolios tailored to client objectives.

Jeffrey Gross is the sole advisor at 1-800-401K Plan.com, LLC, an independent registered investment adviser based in Lawrenceville, NJ. He holds Series 63 and Series 65 designations and has 21 years of industry experience, having been with his current firm since 2005. 1-800-401K Plan.com, LLC provides discretionary and non-discretionary investment advisory services, retirement planning, and financial consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes 401(k), 403(b), and 457 plan management and consulting, using a quantitatively scored questionnaire and disciplined interview process to determine portfolio style and risk tolerance, with portfolios typically allocated to mutual funds and occasional individual securities.

Andrew Gregory is the principal advisor at Gregory Financial LLC in Doylestown, PA. He holds the CFA® designation and Series 63 license and has six years of industry experience, including prior roles at Google, Oxygen, Mambu, Inc., and Synctera. Outside of his advisory work, he is involved in strategic partnerships through Google. Gregory Financial LLC offers financial planning and consulting services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm provides tailored financial plans and consultations without managing investment accounts, emphasizing fee arrangements based on fixed, hourly, or periodic fees rather than asset-based charges.

James Spindler is a CFP® with 32 years of industry experience, currently serving as an advisor at Summit Investment Advisory Group LLC since 2020. His prior roles include positions at Girard Advisory Services, Girard Investment Services, and UNIVEST Bank & Trust Co. He is also licensed as an insurance agent and sells insurance products as a part of his professional activities. Summit Investment Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs tailored investment strategies and offers a modular financial advice subscription service, managing approximately $57 million in discretionary assets for around 116 clients.

Mario Pelosi is the sole advisor at Time Investments, LLC, an independent investment advisory firm based in Huntingdon Valley, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Mr. Pelosi has managed Time Investments since 2007. Time Investments, LLC specializes in personalized investment advisory and asset management services primarily for federally insured credit unions and small-business 401(k) plans. The firm operates on a non-discretionary, consultative basis and coordinates with third-party administrators and institutional custodians.

Michael Zisa is the sole advisor at Viking Wealth Management LLC in Yardley, PA, with 24 years of industry experience and a Series 66 designation. He has worked at New Century Financial Group and Royal Alliance Associates and has been a business education teacher at Pennsbury School District and a part-time instructor at Bucks County Community College for over two decades. Zisa is also an author. Viking Wealth Management is an independent advisory firm serving individual investors and qualified plan participants, managing approximately $12.5 million across about 23 client accounts. The firm offers tailored investment strategies using fundamental and cyclical analysis across various instruments and provides both discretionary and non-discretionary management, along with financial planning and insurance-related services.

Keith Donnell is a CFP® with 16 years of experience in financial advising, operating Modern Wealth Concepts LLC in Jenkintown, PA. He has served as an Adjunct Professor of Finance at Saint Joseph's University since 2016 and provides personal financial counseling services to Pennsylvania National Guard service-members as a Department of Defense contractor. Modern Wealth Concepts LLC offers financial planning, investment consulting, and advisory services primarily to individuals and families. The firm manages approximately $46.2 million in discretionary assets for a small client base and emphasizes customized investment policy statements, strategic asset allocation through diversified portfolios, and workforce financial literacy education.

Craig Pollen is a CPA and financial advisor with Pollen & Secouler, LLP, where he has worked for 11 years. He previously held roles at McCarthy & Company PC and Gitomer & Berenholz, PC. Pollen’s accounting background includes ongoing work as a CPA with McCarthy & Company PC. Pollen & Secouler serves individual and high-net-worth clients by referring them to licensed third-party investment advisers rather than managing assets directly. The firm evaluates clients’ financial situations to inform recommendations and coordinates annual account reviews with selected advisers.

Michael Liu is a Series 65-licensed financial advisor at Capuchin Capital with six years of industry experience, including his current role at Intelligent Fanatics Capital Management. He studied at Rutgers University from 2017 to 2020. Capuchin Capital provides discretionary investment management to high-net-worth individuals and qualifying entities, employing a single investment strategy that combines fundamental, technical, and proprietary analysis across publicly listed equities and derivatives. The firm operates with full discretionary authority and uses a performance-based compensation model, serving only qualified clients.

Ajay Kaisth is a CFP® professional with 18 years of experience in financial advising, currently serving as the sole advisor at Kai Advisors, LLC since 2010. He holds Series 63 and Series 65 licenses and operates out of Princeton Jct, NJ. Kai Advisors provides personal financial planning and discretionary investment management to individuals, families, retirement plans, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation framework focused on mutual funds and ETFs, managing portfolios on a fee-only, discretionary basis with an emphasis on retirement plan consulting.

Irvin Starr is the sole advisor at River Investment Corp, an independent firm based in Princeton, NJ. He holds a Series 63 designation and has 33 years of industry experience, having been with River Investment Corp since 1989. Outside of his advisory role, he serves as an officer of Piedmont Company, Inc., a non-investment-related holding company. River Investment Corporation primarily serves private investment funds and occasionally individual and high-net-worth investors. The firm manages assets according to fund offering memoranda, employing technical and cyclical analysis alongside broker research, and distinguishes itself through its focus on private fund advisory, performance-based compensation, and formal fund governance practices.

Eugene Kuntorovsky is a financial advisor at Isakov Planning Group Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Aflac from 2005 to 2017. Isakov Planning Group Inc. provides financial planning, wealth management, family office services, and pension consulting to individuals, families, businesses, and pension/trust clients. The firm primarily employs an ETF-based, longer-term investment approach and manages both discretionary and non-discretionary assets.

Thomas Makowsky is the sole advisor at TCM Investment Management in Lawrence, NJ, holding Series 65 and Series 63 designations with one year of industry experience. Prior to founding TCM, he worked at CIM Securities and Whole Foods. Outside of his advisory role, he has been involved with local community organizations including the Scotch Plains YMCA. TCM Investment Management is an independent registered investment adviser serving individual clients through discretionary portfolio management and a financial consulting subscription. The firm focuses on fundamental analysis for security selection and employs a long-term holding strategy while accommodating client-directed short-term trades.

Shikha Mittra is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at RetireSmart Consulting, LLC in Princeton, NJ. She has led RetireSmart Consulting since 2008. Outside of her advisory role, she holds a vice president position at ASNA Worldwide Group, a non-investment related business. RetireSmart Consulting, LLC is an independent investment adviser providing portfolio management and financial planning services to individuals, as well as pension consulting for plan sponsors. The firm also offers educational seminars and workshops to enhance financial literacy among clients and plan participants.