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 Iandoli is a financial advisor at Horizon Financial Group, Inc. with 40 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial and Lincoln Financial Securities Corporation prior to his current role. He has been with Horizon Financial Group since 2001. Horizon Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and select nonprofit organizations. The firm focuses on non-discretionary planning and third-party manager referrals, utilizing both fundamental and technical analysis in its advice.

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 previously worked at Foresters Equity Services, Inc. In addition to his advisory work, Mule is involved in life and health insurance sales and provides CPA, tax preparation, and business consulting services. Nigido Mullin Investment Strategies, LLC offers discretionary investment management to individuals, trusts, estates, pension plans, and IRAs, managing approximately $15.3 million across about two dozen client relationships. The firm employs fundamental analysis and a low-turnover approach, tailoring portfolios to clients' objectives and risk tolerance.

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.

Manan Chavda is a financial advisor at WP Asset Management with a Series 65 designation and no prior industry experience. He has worked at Wealth Planning Advisory Group since 2016 and at Wealth Planning Asset Management LLC since 2026. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of analytical methods and offers a broad range of investment strategies across various instruments.

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.

Kenneth Hartley is a Series 65-registered financial advisor with 22 years of industry experience. He has been with Hartley Advisors Corp. since 2003, where he is one of two advisors at the firm based in New Hope, PA. Hartley Advisors Corporation is a fee-only, SEC-registered boutique adviser serving individuals, families, trusts, and employer-sponsored retirement plans. The firm employs a combination of top-down economic views and bottom-up analysis to manage diversified portfolios under client-specific guidelines, offering discretionary investment management along with ERISA-plan consulting and participant education.

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.

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.

Lawrence Busch is a CFA® charterholder affiliated with Sage Capital Management LLC and has four years of industry experience. He has been with Sage Capital Management since 1999. Sage Capital Management serves individual clients, trusts, retirement plans, corporate entities, and pooled investment vehicles. The firm employs a core-and-satellite strategic asset allocation approach, combining passive vehicles, ETFs, and active managers, and distinguishes itself by advising a private real-estate pooled vehicle alongside traditional portfolio management services.

William Stanert is a CFP® with 43 years of industry experience and is the sole advisor at Moondance Investment Advisors, LLC in New Hope, PA. He has worked at Purshe Kaplan Sterling Investments since 2013 and founded Moondance Investment Advisors in 2012. Stanert is also a licensed life insurance agent with Wentworth Financial Partners, focusing on fixed and traditional insurance products. Moondance Investment Advisors provides customized investment advisory and financial planning services to individuals, high net worth clients, trusts, and estates. The firm manages discretionary and non-discretionary portfolios using fundamental, technical, and cyclical analysis across various asset classes.

Ann Means is a financial advisor at Sapient Investments LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Select Alternative Investments LLC since 2015. Outside of her advisory role, she operates a sole proprietorship providing business management services to nonprofit organizations, including bookkeeping, strategic planning, and board management. Sapient Investments LLC provides discretionary investment management primarily to high-net-worth individuals and similar entities, employing tactical asset allocation strategies through ETFs, closed-end funds, and selected stocks. The firm integrates hedge-like strategies, margin use, and tax-aware portfolio management within a small team structure.

Feng Peng is a financial advisor at Linden Rose Investment LLC with nine years of industry experience. He holds a Series 65 designation and has been with Linden Rose Investment since 2017. Prior to this, he worked at Ossen Innovation Co. Ltd. from 2013 to 2016. Linden Rose Investment LLC provides discretionary investment management services to individuals, qualified retirement plans, trusts, and small businesses, as well as acting as investment adviser to a pooled private investment vehicle. The firm employs a value-oriented, concentrated equity approach focused on long-term capital preservation and manages approximately $96.4 million in discretionary assets.

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.

Charlotte Camp is a financial advisor at Northwest Criterion Asset Management, L.L.C. with one year of industry experience. She holds a Series 65 designation and has been with Northwest Criterion since 2022. Outside of her advisory role, she is involved with the Princeton Terrace Club. 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 using quantitative screening followed by fundamental analysis to select a range of securities, managing most accounts on a discretionary basis according to client objectives and risk tolerance.

Gregg Auerbach is a financial advisor with Meadowbrook Advisors, holding Series 63 and Series 65 credentials and more than 35 years of industry experience. He previously worked at RBC Capital Markets for 16 years before joining Meadowbrook Advisors and Purshe Kaplan Sterling Investments in 2025. He is also a licensed insurance agent and spends a portion of his time implementing insurance recommendations. Meadowbrook Advisors is an SEC-registered firm providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm utilizes a mix of ETFs, mutual funds, individual securities, and other investment vehicles, combining fundamental analysis with Modern Portfolio Theory in a primarily long-term approach.