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.

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.

Peter Bombara is a financial advisor at PCB Capital LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lincoln Financial Securities Corporation. Outside of his advisory role, he owns PCB Financial Advisory Group, where he offers fixed and equity-indexed annuities as well as traditional life insurance products. PCB Capital provides wealth management and investment advisory services to individuals, including high-net-worth clients, and small businesses. The firm employs a combination of fundamental and technical analysis and modern portfolio principles to tailor asset allocations and risk exposure, using mutual funds, ETFs, model portfolios, and third-party managers.

Kevin Gibney is a financial advisor at Kevin M. Gibney and Company, LLC with 24 years of industry experience. He holds a Series 66 designation and has led his firm since 2009. Gibney is also a licensed insurance producer in multiple states. Kevin M. Gibney and Company, LLC serves individual and high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using a range of strategies including equity investments, option writing, and independent manager allocations.

Vanessa Curran is a financial advisor at Kevin M. Gibney and Company, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with the firm since 2012. In addition to her advisory role, she is a licensed insurance producer in several states. Kevin M. Gibney and Company, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management along with financial planning and consulting, managing approximately $296 million in client assets.

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.

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.

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.

Brad Flood is a CFP® professional at Tenon Financial with over a decade of experience in the investment industry, including roles at HPS Investment Partners and Fortress Investment Group. He joined Tenon Financial in 2025. Tenon Financial serves individual and high-net-worth clients by providing tailored investment management, financial planning, and limited-scope hourly engagements. The firm primarily employs passive investment strategies while incorporating fundamental, technical, and cyclical analysis to guide sector selection and tactical decisions.

Linda Nissen is a financial advisor at Stern Capital Management, Inc. with 8 years of industry experience. She holds a Series 65 designation and has been with Stern Capital Management since 2006. Stern Capital Management serves individual investors, including high net worth clients, charitable organizations, and retirement plan participants. The firm provides portfolio management using model asset-allocation portfolios, financial planning, and rollover guidance, managing approximately $252 million in assets across 645 clients.

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.

Alan Stern is a financial advisor at Stern Capital Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Stern Capital Management since 2015. Stern Capital Management provides portfolio management, financial planning, and retirement rollover advice primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and plan participants. The firm uses model asset allocation portfolios invested mainly in mutual funds and ETFs, managing accounts to stated portfolio goals through institutional custody arrangements.

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.

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.