Sanford Share is a financial advisor with Share and Harris, L.L.C., holding 21 years of industry experience. He has been with Share and Harris LLC since 1980, contributing over four decades to the firm. Share and Harris, originally established as an accounting practice, provides investment advisory and financial planning services primarily to individual clients. The firm emphasizes comprehensive financial-planning engagements, combining tax and planning expertise with a stepwise planning process and personalized portfolio management.

Guozheng Tang is a financial advisor with New York Ivy Capital Management LLC, holding a Series 65 designation and three years of industry experience. Prior to founding his firm in 2020, he worked at Ernst & Young LLP for eight years. New York Ivy Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm customizes advice based on each client’s goals and risk tolerance, employing a fundamentally driven investment approach that uses both bottom-up and top-down analysis across a range of asset classes.

Sambasivan Amarnath is a financial advisor at Shri Advisors with 13 years of industry experience. He holds a Series 65 designation and has been with Shri Advisors since 2013. The firm serves individual clients, including both high-net-worth and non-high-net-worth households, managing approximately $101 million in client assets through separately managed accounts and hourly investment consulting. Shri Advisors employs a modern portfolio theory framework with multiple distinct strategies, focusing exclusively on separately managed accounts and operating as a fee-only advisory.

Riddhi Jain is a CFP® professional with three years of industry experience, currently serving at HAPPYRICH Capital. She has held roles at MFA Wealth Inc., MFA Capital Private Ltd., and MFA Consulting Private Limited since 2011. Outside of her advisory duties, she serves as Senior Vice President of Planning at MFA Capital Private Ltd. in India, where she is involved in goal-based investment planning, risk management, tax strategies, and mentoring financial planning team members. HAPPYRICH Capital (MFA Wealth Inc.) provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities. The firm manages approximately $45 million in client assets, emphasizing strategic asset allocation with a combination of passive index funds and tactical active funds, and supports client relationships with documented investment policy statements.

Allen Meschel is a financial advisor at Meschel Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at J.P. Morgan from 2014 to 2019. In addition to his advisory role, he has been involved with Accelerated Enrollment Solution since 2019. Meschel Wealth Management LLC provides discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm builds portfolios based on clients’ investment objectives and risk tolerance, utilizing mutual funds, exchange-traded funds, and third-party managers while seeking low-cost share classes.

Tasha Shadle is a financial advisor at Crossover Capital with 22 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Crossover Capital. Her career includes extensive experience in financial services across multiple firms. Crossover Capital is a privately owned, SEC-registered adviser managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis with both active and passive strategies, including options and alternative investments, and offers access to digital-asset investments through custodial arrangements.

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.

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.

Daniel Walter is a CFP® professional with two years of experience at Halberstadt Financial Consultants Inc. He has worked at Halberstadt Financial Consultants since 2023 and has a background in real estate sales with RE/MAX since 2015. Walter is also involved in insurance sales through Halberstadt Insurance Services, LLC. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services to individual and institutional clients. The firm integrates investment advisory with tax preparation and insurance services, serving a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations.

Anil Kothari is a CFA® charterholder with three years of industry experience, currently serving at HAPPYRICH Capital. His prior roles include positions at MFA Wealth Inc., MFA Capital Private Ltd., and MFA Consulting Private Ltd. Outside of his advisory work, he is involved with MFA Capital Private Ltd. in India, where he performs investment research and analysis to support mutual fund distribution. HAPPYRICH Capital provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities. The firm’s investment approach combines strategic asset allocation with passive index funds and ETFs alongside tactical use of actively managed funds.

Nicolas L'ecuyer is a financial advisor at Giverny Capital Advisors with 10 years of industry experience. He holds the Series 65 designation and has been associated with Giverny Capital Inc since 2005. Giverny Capital Advisors provides discretionary investment management on a fee-only basis to individuals, trusts, and institutional entities. The firm manages relatively concentrated equity portfolios using a value-investing approach based on fundamental research and a long-term “Master Portfolio” model customized for each client.

Ronica Sethi is a financial advisor with Global Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. She has held roles at Satva Advisors LLC, where she is the owner, president, and CEO, as well as previous positions at CFO Strategies LLC and Princeton University. Outside of her advisory work, she leads an NJ-registered RIA business, overseeing all aspects of its operations. Global Wealth Management, LLC is an SEC-registered investment adviser managing approximately $245.7 million in client assets with three advisors. The firm serves high-net-worth individuals, family offices, pension plans, trusts, and foundations through discretionary portfolio management, integrated financial planning, and advanced pension consulting, employing customized investment strategies with broad diversification and active oversight.

Susan Mullin is a financial advisor with Nigido Mullin Investment Strategies, LLC, holding a Series 65 credential and over 20 years of industry experience. She has been with Nigido Mullin since 2002 and is also the president of Mullin Marketing Management, Inc., a marketing consulting firm she has led since 1999. Nigido Mullin Investment Strategies, LLC manages discretionary investment portfolios for individuals, trusts, estates, pension plans, and IRAs, focusing on tailored portfolios that align with client objectives and risk tolerances. The firm operates with a three-advisor team, maintains a small client roster, and bases investment decisions on fundamental analysis.

Anfernee Williams Murden is a financial advisor at Bergamot Asset Management LP with a Series 65 designation and one year of industry experience. Prior to joining Bergamot, he worked in various roles including positions at Stretch Labs, Philadelphia Country Club, Dicks Sporting Goods, and the University of Pittsburgh. Bergamot Asset Management LP provides discretionary and non-discretionary investment management to institutional and high-net-worth clients through pooled private funds and separately managed accounts. The firm combines fundamental research with quantitative tools across public long/short equity and private equity strategies, and manages several niche pooled vehicles despite its small advisory team.

Smara Savoy is a financial advisor at WE Financial Group with a Series 65 credential and one year of industry experience. Prior to joining WE Financial Group, Savoy worked at Oui Financial and was self-employed. Before transitioning to finance, Savoy spent nine years at Nestlé USA. WE Financial Group provides discretionary investment management, financial planning, and estate-planning coordination for individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing both long-term and short-term strategies, including options-based approaches and third-party managers.

Francois Rochon is a financial advisor at Giverny Capital Advisors with 11 years of industry experience. He holds a Series 65 designation and has been involved with Giverny Capital Inc since 1999. Rochon is also a majority owner of Giverny Capital, Inc., which holds a 50% interest in Giverny Capital Advisors LLC, where he serves as a part-owner with limited administrative responsibilities. Giverny Capital Advisors provides discretionary investment management to individuals, trusts, and select institutional clients, focusing on concentrated equity portfolios of 20–30 positions. The firm employs a value-investing approach based on fundamental research and manages client accounts with a long-term, low-turnover strategy tailored to individual client constraints.

Jean Philippe Bouchard is a financial advisor at Giverny Capital Advisors with 11 years of industry experience. He holds a Series 65 designation and has been associated with Giverny Capital Inc. since 2003. Giverny Capital Advisors provides discretionary investment management on a fee-only basis to individuals, trusts, and institutional entities, focusing on relatively concentrated equity portfolios typically consisting of 20–30 stocks. The firm follows a value-investing approach grounded in fundamental research and uses a long-term “Master Portfolio” model customized for each client, with regular performance reporting relative to the S&P 500 benchmark.

James Geygan is a financial advisor at Global Value Investment Corporation with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Global Value Investment Corporation since 2017, previously with Wells Fargo Funds Distributor, LLC. He serves as a board member of Commerce Media Solutions and is involved with Fluent, Inc. Global Value Investment Corporation provides investment research and discretionary portfolio management to individual and institutional clients, employing a value-oriented approach with both short- and long-term strategies. The firm sponsors a private fund and offers sub-advisory, third-party advisory, and wrap-fee programs, managing portfolios across multiple asset types on a discretionary basis.

Harvey Fram is a CFA® charterholder with 12 years of industry experience and has been with Constantia Capital LLC since 2013. He holds a Series 63 license and is based in Lawrenceville, NJ. Constantia Capital provides discretionary investment management primarily to medium and high net-worth individuals, institutions, employee benefit plans, trusts, and estates. The firm employs quantitatively driven portfolio strategies, including actively managed 130/30 and enhanced large-cap approaches, alongside niche products such as event-driven merger-arbitrage and passive biotech sub-strategies.

Maureen Donahue is a CFP® with 12 years of industry experience. She is currently with Yardley Wealth Management LLC and previously worked at Rockwood Wealth Management and Wells Fargo Advisors. Yardley Wealth Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides primarily discretionary portfolio management focused on mutual funds and ETFs, using customized investment advice based on client objectives and employing diversification and modern portfolio theory.