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.

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 with Nigido Mullin Investment Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with Foresters Equity Services, Inc. since 2012. Outside of his advisory role, he is involved in life and health insurance sales and operates a CPA and tax preparation business providing bookkeeping, Medicare advice, and general business consulting services. Nigido Mullin Investment Strategies, LLC offers discretionary investment supervisory services to individuals, trusts, estates, pension plans, and IRAs, managing approximately $13.2 million in client assets. The firm’s investment approach is based on fundamental analysis and tailored portfolios, with a small client roster managed continuously by a three-advisor team.

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. Hamilton has been associated with Hamilton, Johnston & Co., Inc. since 2003. Hamilton & Company provides independent investment consulting to endowments, foundations, retirement plans, high-net-worth families, and family offices. The firm focuses on portfolio-level advice, including asset allocation and manager evaluation, without recommending individual securities or accepting discretionary asset-management authority.

Stephen Wetzel is a CFP® professional with 35 years of industry experience. He is president of Prometheus Capital Management Corp., where he has worked since 1994, and has been affiliated with The Investment Center Inc. since 2011. Wetzel is a full adjunct professor of financial management at New York University, where he has taught CFP program courses since 1991. Prometheus Capital Management Corp. is an SEC-registered adviser providing investment supervisory services, financial planning, and consulting to individuals, high-net-worth clients, retirement plans, trusts, and privately held businesses. The firm develops client-specific investment strategies and offers primarily non-discretionary portfolio supervision, allowing clients to retain transaction approval authority.

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.

Robert Szigeti Jr. is a financial advisor with SG Securities, LLC in Flemington, NJ, holding a Series 63 license and having 20 years of industry experience. He has been associated with SG Wealth Management, SG Planning, and SG Securities since 2015. Outside of his advisory role, he is also involved in insurance products sales and services as an insurance agent. SG Securities, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm offers tailored investment strategies and conducts public educational seminars and workshops at no charge.

Ezri Shechter is a financial advisor with CM Capital Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His background includes roles at Spencer Winston Securities and Coldwell Banker, as well as property management for Norkez Properties. He also teaches at Baruch College and Touro University. CM Capital Partners provides portfolio management and advisory services to individual and institutional clients, utilizing a blend of charting, fundamental, quantitative, and technical analysis tailored to each client’s investment goals. The firm is known for offering performance-based fee arrangements and publicly presenting advertised performance results.

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 Trub is a Series 65-licensed financial advisor at SJBenen Advisory, LLC with seven years of industry experience. Prior to his advisory career, he served in the United States Navy for eleven years. SJBenen Advisory serves individual and high-net-worth clients, small-business retirement plans, pension/profit-sharing plans, and select nonprofit organizations by providing discretionary portfolio management, financial planning, and ERISA-plan investment advisory services. The firm employs a range of investment strategies including fundamental, technical, cyclical, and quantitative analysis, and offers client portfolios tailored to risk tolerance with options to include complex strategies such as borrowing and derivatives.

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.

John Rea is a CFP® professional with 21 years of industry experience. He has been with Crossgate Wealth Advisors, LLC since 2001. Located in Newtown, PA, he is part of a three-advisor team at the firm. Crossgate Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis approach combined with Modern Portfolio Theory to build diversified portfolios and provides ongoing supervision, quarterly reviews, and client reporting.