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 11 years of industry experience, currently serving at Integrous Wealth Strategies since 2026. His prior roles include positions at OSAIC, Woodbury Financial Services Inc, and Mid Atlantic Resource Group. He is involved in nonprofit leadership as President-Elect of the Financial Planning Association of New Jersey and has served as Grand Knight in a 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 utilizes an evidence-driven, model-based investment approach with diversified core allocations and tax-aware implementation.

Sripat Pandey is a financial advisor at Satva Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Global Wealth Management, LLC. Outside of advisory work, he serves in casual advisory roles on the boards of several small companies, including a technology firm and real estate businesses. Satva Advisors LLC is an investment manager that provides discretionary investment management and integrated financial planning primarily to pension plans, family offices, trusts, foundations, and high-net-worth individuals. The firm employs a customized investment approach using low-cost ETFs, mutual funds, individual securities, and structured notes, and offers pension consulting services to retirement plan sponsors.

David Walter is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with Halberstadt Financial Consultants Inc in Princeton, NJ since 2000. Halberstadt Financial Consultants provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as a variety of institutional and business clients. The firm creates personalized investment policies and constructs portfolios using individual equities, bonds, ETFs, and mutual funds, offering discretionary and non-discretionary portfolio management and ongoing account monitoring.

Jie Hayes is a Series 65–licensed financial advisor with 15 years of industry experience. She has been the sole advisor at Songbird Capital, LLC since 2011, based in Princeton, NJ. Songbird Capital, LLC is a registered investment adviser serving individual and high-net-worth clients with portfolio management services. The firm manages approximately $105 million in assets and operates with a hands-on advisory model where Jie Hayes directly oversees client portfolios and communicates performance results.

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.

Adrian Colarusso is a CFP® and CFA® with 10 years of industry experience. He is currently an Investment Adviser Representative at Target Rock Wealth Management, LLC and Willow Partner Advisors, LLC. Prior to this, he spent six years at BlackRock Investments, LLC. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm uses a combination of passive index-based funds, ETFs, fundamental analysis, and due diligence, and it can create customized ESG portfolios upon request.

Ethan Schneid is a financial advisor at Kubhera Enterprises LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Kubhera Enterprises 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 uses a mix of fixed-income securities, mutual funds, and ETFs, and also provides access to private and alternative investments, including offerings through the YieldStreet platform.

Peter Altman is a financial advisor at Altman Investment Management LLC in Princeton, NJ, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Altman Investment Management since 2001. Altman Investment Management provides customized portfolio management and investment consulting to a select client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with macroeconomic review to manage accounts on both a discretionary and non-discretionary basis, emphasizing long-term trading with a margin-of-safety approach.

Ezri Shechter is a financial advisor with CM Capital Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Spencer Winston Securities and Coldwell Banker and also teaches at Baruch College and Touro University. In addition to his advisory role, he is a licensed real estate broker and manages properties through Norkez Properties. CM Capital Partners provides advisory and portfolio management services to individual, high-net-worth, institutional, and business clients, employing a combination of fundamental, quantitative, and technical analysis alongside alternative investments. The firm offers discretionary and non-discretionary account management, with performance-based fee arrangements available for qualified clients.

Victor Medina is a CFP® with 10 years of experience in financial advising, currently serving at Palante Wealth Advisors, LLC. He is the owner and managing attorney of Medina Law Group, LLC, where he provides estate planning and estate administration services. Medina is also licensed to sell life and health insurance through Medina Financial, LLC. Palante Wealth Advisors offers investment management and comprehensive financial planning to individuals, trusts, and estates, emphasizing a passive investment approach using diversified portfolios of low-cost mutual funds and ETFs. The firm provides ongoing portfolio supervision and educational workshops for clients and their families.

Daniel Zinsser is a financial advisor with Bugdal Zinser Asset Management, Inc. in Princeton, NJ, holding 19 years of industry experience. He has been with Bugdal Zinser Asset Management since 1992. Bugdal Zinser Asset Management provides discretionary portfolio management primarily to high-net-worth individual investors. The firm employs a top-down, fundamental investment approach focused on capital preservation, diversification, and quality, managing approximately $54.8 million across about 23 accounts.

Cheng Xu is a financial advisor at Ailares with four years of industry experience. He holds a Series 65 designation and has previously worked at Axiom Bank and T. Rowe Price. His career includes multiple roles at Ailares entities dating back to 2017. Ailares provides discretionary separately managed account portfolio management and investment advisory services to qualified clients, including high-net-worth individuals, trusts, estates, corporations, and certain retirement accounts. The firm employs a combination of fundamental, technical, macro, quantitative, sentiment analysis, and proprietary machine-learning tools to guide investment decisions across a range of asset classes and strategies, including derivatives and options.

Sharada Amarnath is a financial advisor at Shri Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with Shri Advisors since 2013. The firm serves individual clients, including high-net-worth and non-HNW households, managing approximately $101 million in client assets. Shri Advisors uses a modern portfolio theory framework to implement distinct investment strategies, focusing exclusively on separately managed accounts with a fee-only structure.

Andy Wong is a Series 65-licensed advisor at Bergamot Asset Management LP with six years of industry experience. He has worked at Bergamot since 2019 and previously spent 19 years at Suffolk Capital Management LLC. Bergamot Asset Management provides discretionary investment management to private funds, institutional investors, and individual clients, employing a fundamentally oriented investment process supported by quantitative tools across long/short equity and private equity strategies. The firm also engages in niche pooled vehicles, early-stage private investments, and ESG-oriented diligence.

Amy Garry is a financial advisor at Yardley Wealth Management LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, she held positions at the University of Pennsylvania and Penn State University in various administrative and educational roles. 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, offering customized investment advice and model portfolios designed for different risk tolerances.

Donald Bugdal is a ChFC® credentialed financial advisor with 19 years of industry experience. He has worked at Donald J. Bugdal & Associates since 1983 and currently serves as Vice President and Corporate Secretary at Bugdal Zinser Asset Management, Inc. in Princeton, NJ. Bugdal Zinser Asset Management provides discretionary portfolio management primarily to high-net-worth individual investors. The firm employs a top-down, fundamental investment approach focused on capital preservation, diversification, and quality, with portfolios managed directly by its two principals.

Nicholas Wetzel is a CFP® with seven years of experience in the financial services industry. He has worked at Prometheus Capital Management Corp. since 2021 and previously held roles at Goldman Sachs and KeyBank National Association. Wetzel also volunteers as a sub-group leader for the South Jersey Real Estate Investors Association, organizing speaker panels and local networking events. Prometheus Capital Management Corp. provides advisory and planning services to individuals, pension plans, corporations, trusts, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis to tailor asset allocation strategies, managing a predominantly non-discretionary portfolio base and offering clients access to institutional custody and additional resources.