Anthony Petsis is the president of Anthony Petsis & Associates Inc. and holds the ChFC® designation with 42 years of industry experience. He has been with Anthony Petsis & Associates since 1991 and previously worked at Signator Investors, Inc. and OSAIC. He serves as chairman for a charity golf tournament organized by the Rotary Club of Newtown, PA. Anthony Petsis & Associates Inc. offers personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides written plans and single-subject advice on a fee-for-service basis and does not manage client assets on a continuous basis.

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.

Kevin Means is a CFA® charterholder with 20 years of industry experience. He is currently with Sapient Investments LLC and has previously worked at Select Alternative Investments LLC and Prestige Wealth Management Group. Sapient Investments LLC provides discretionary investment management primarily to high-net-worth individuals and similar entities, combining tactical asset allocation with hedge-like implementation strategies that include the use of derivatives, margin, and tax-aware directly indexed portfolios.

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.

Mengxue Cao is a CFA® charterholder with eight years of experience at Ailares Inc. Prior to joining the firm, Mengxue worked at Boston University for three years. 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.

Steven Toto is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Ethos Capital Management, Inc., where he has worked since 2021. His prior roles include positions at Madison Avenue Securities, LLC, AE Wealth Management, LLC, The Retirement Group, LLC, and FSC Securities Corporation. In addition to his advisory work, he is licensed as an insurance agent through Ethos Capital Advisors, LLC. Ethos Capital Management, Inc. serves individuals, high-net-worth clients, trusts, estates, and business entities by providing portfolio management, financial planning, and consulting services. The firm implements investment strategies based on fundamental, technical, and cyclical analysis, uses model portfolios and sub-advisers, and offers ongoing financial planning and portfolio review.

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.

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.

Michael Camp is a financial advisor at Northwest Criterion Asset Management, L.L.C. in Princeton, NJ, holding a Series 66 designation with 22 years of industry experience. He has been with Northwest Criterion since 2004. Northwest Criterion provides discretionary portfolio management primarily for individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and corporate accounts. The firm employs a value-oriented investment approach that combines quantitative screening with fundamental analysis to manage portfolios tailored to client objectives and risk tolerance.

Stewart Rickenbach is a financial advisor at Poxono Capital with a Series 65 designation and one year of industry experience. His prior work includes roles at Johnson & Johnson and GlaxoSmithKline, as well as a consulting contract with Johnson & Johnson. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, combining multiple analysis methods and a broad range of investment vehicles to create tailored portfolio management strategies. The firm also advises a privately organized pooled investment vehicle offering performance-based compensation, with governance and compliance measures in place.

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.

Emily Toto is a financial advisor at Ethos Capital Management, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Macquarie Group for six years, UBS for one year, and Polymathes Capital for one year. Ethos Capital Management, Inc. provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses individualized Investment Policy Statements and employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management options.

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.

Robert Mule is a financial advisor at Nigido Mullin Investment Strategies, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Foresters Equity Services, Inc. since 2012. Outside of advising, he is involved in life and health insurance sales and operates a CPA and tax preparation business providing bookkeeping, Medicare advice, and business consulting services. Nigido Mullin Investment Strategies provides discretionary investment management to individuals, trusts, estates, pension plans, and IRAs. The firm manages approximately $15.3 million across a small client base, employing a fundamental analysis-driven, low-turnover investment approach tailored to each client's objectives and risk tolerance.