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.

Nicholas D’auria is a financial advisor with Tandem Investment Partners, LLC, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Tandem, he worked at Walgreens for nine years. Tandem Investment Partners is a registered investment adviser managing approximately $200 million across individual, institutional, and retirement plan clients. The firm employs a combination of fundamental and quantitative analysis alongside modern portfolio theory and utilizes derivatives strategies, such as option writing, for select high net worth clients.

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 licenses and previously worked at Wells Fargo Funds Distributor, LLC. Geygan serves as a board member of Commerce Media Solutions. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, pooled vehicles, pension, and charitable clients. The firm employs fundamental analysis with both short- and long-term strategies, managing portfolios on a discretionary basis tailored to client needs.

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.

Michael Furst is a financial advisor at Palante Wealth Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the nonprofit Strong Like Ellie based in North Carolina. Palante Wealth Advisors serves individual clients, trusts, and estates by providing discretionary portfolio management and integrated financial planning. The firm employs a primarily passive investment approach using diversified mutual funds and ETFs, and offers educational workshops for clients and their families.

Francesco Spezzano is a financial advisor at Integrity Alliance, LLC with 51 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Lion Street Financial and The Leaders Group Inc, and he has owned and operated Irus Advisory Corporation since 1992. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various investment approaches and custodial platforms.

Thomas D'auria is a CFA® charterholder with 14 years of industry experience. He has been with Tandem Investment Partners, LLC since 2014. Tandem Investment Partners is a registered investment adviser managing approximately $200 million for individuals, small institutions, and retirement plans. The firm offers personalized discretionary portfolio management and non-discretionary retirement plan advisory services, utilizing a combination of fundamental and cyclical analysis alongside a proprietary quantitative model and modern portfolio theory.

Michael Garry is a CFP® and holds a Series 66 license, with 22 years of industry experience. He is a managing member and attorney for Yardley Estate Planning, LLC, where he provides legal services related to wealth transfer. Garry has been with Yardley Wealth Management LLC since 2005. Yardley Wealth Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm focuses on discretionary portfolio management using mutual funds and ETFs, employing customized investment advice and model portfolios tailored to varying risk tolerances.

David Meschel is a CFP®-certified financial advisor with 13 years of industry experience. He is a principal at Meschel Wealth Management LLC and has worked at Purshe Kaplan Sterling and The Retirement Group, LLC. Outside of advisory work, he is licensed as an insurance broker for life, annuities, long-term care, and disability products. Meschel Wealth Management LLC provides discretionary investment management and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm constructs portfolios based on clients’ investment objectives and risk tolerance, utilizing a combination of mutual funds, ETFs, and third-party managers.

Venkat Krishnaswamy is a financial advisor at Kubhera Enterprises LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Kubhera Enterprises LLC, and MKS Princeton since 2009. Kubhera Enterprises serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm offers access to private and alternative investments, primarily allocates assets among fixed-income securities, mutual funds, and ETFs, and sponsors an affiliated private investment fund.

Jeffrey Ziment is a financial advisor at Ziment Financial Advisors, Inc. with 23 years of industry experience. He holds a Series 63 designation and has been providing tax preparation services as a CPA since 1985. In addition to his advisory role, he is president of ZB Group Inc., a business consulting firm. Ziment Financial Advisors, Inc. offers discretionary portfolio management and financial planning primarily for high-net-worth and individual clients. The firm uses a risk-budget framework and derivative-based strategies to manage market exposure and tailor asset allocations across various securities.

Ian Mindas is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with Integrous Wealth Strategies and previously worked at Purshe Kaplan Sterling Investments, OSAIC, Woodbury Financial Services, and Personal Wealth Strategies. Integrous Wealth Strategies provides personalized financial planning and investment management to individuals, medical and dental professionals, trusts, estates, and qualified retirement plans. The firm employs an evidence-driven, model-based approach emphasizing diversified core allocations, selective active strategies, and tax-aware implementation.

Gerrit Besselaar is a financial advisor with Omnivest Group LLC in Princeton, NJ, holding a Series 65 designation and 10 years of industry experience. He has been with Omnivest Group since 2009. Omnivest Group provides discretionary and non-discretionary investment and wealth management services to individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm customizes asset allocation per account and emphasizes the selection and oversight of independent sub-advisers and alternative investment managers, including direct investments in limited partnerships and offshore structures.

Justin Rice is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Integrous Wealth Strategies. His prior experience includes roles at OSAIC and Woodbury Financial Services INC. He is involved in community and professional organizations, including serving as President-Elect and Director of NexGen at the Financial Planning Association of New Jersey and as a Past Grand Knight for a local fraternal benefit society. Integrous Wealth Strategies provides personalized financial planning and investment management to individuals, medical and dental professionals, trusts, estates, and qualified retirement plans. The firm employs an evidence-driven, model-based investment approach focused on diversified core allocations, strategic tilts, selective active strategies, and tax-aware implementation.

David Walter is a Certified Financial Planner® (CFP®) with 23 years of industry experience. He has been with Halberstadt Financial Consultants, Inc. in Princeton, NJ since 2000. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services primarily to individual clients, including both high-net-worth and non-high-net-worth individuals, as well as various institutional and business entities. The firm integrates investment, tax, and insurance services and manages portfolios using equities, bonds, mutual funds, and ETFs, offering both discretionary and non-discretionary account management.

Jie Hayes is a financial advisor at Songbird Capital, LLC in Princeton, NJ, holding a Series 65 designation with 14 years of industry experience. Jie has been with Songbird Capital Advisor LLC since 2011. Songbird Capital serves individual and high-net-worth clients, as well as trusts, endowments, foundations, charitable organizations, institutions, and family offices. The firm offers customized investment management, outsourced CIO services, and financial planning, combining top-down asset allocation with bottom-up security selection and emphasizing institutional-quality research and operational due diligence.

Kendall Hamilton is a financial advisor at Hamilton & Company in Princeton, NJ, holding a Series 65 designation with one year of industry experience. He has been associated with Hamilton, Johnston & Co., Inc. since 2003. Hamilton & Company provides investment consulting to high-net-worth individuals, family offices, and institutional clients such as endowments and retirement plans. The firm offers customized advisory services focused on portfolio-wide matters, manager due diligence, and risk evaluation, without discretionary management or recommending individual securities.

Stephen Wetzel is a CFP® with 35 years of industry experience and serves as president of Prometheus Capital Management Corp., where he has worked since 1994. He has also been an adjunct professor of financial management at New York University since 1991, teaching in the CFP program and contributing to curriculum development and faculty selection. Additionally, he operates an independent insurance brokerage. Prometheus Capital Management Corp. provides investment advisory and planning services to individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation with both long- and short-term strategies, primarily managing accounts on a non-discretionary basis.