Daniel Trub is a financial advisor with SJBenen Advisory, LLC in East Brunswick, NJ, holding a Series 65 designation and eight years of industry experience. Prior to his advisory role beginning in 2018, he served 11 years in the United States Navy. SJBenen Advisory serves individuals, including high-net-worth clients, small businesses, pension and profit-sharing plans, and nonprofit organizations, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs a tiered management approach with strategies ranging from passive indexing to long-short active management, incorporating fundamental, technical, cyclical, and quantitative analysis.

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.

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.

Michael Deo is a financial advisor with Carota Wealth Management, holding a Series 65 designation and 24 years of industry experience. He has worked at multiple firms, including American Portfolios Financial Services and Brandywine Financial Group Inc., and is also a certified public accountant and partner at BKC, CPAs, PC. Deo serves as a trustee of the Peter & Mary Batey Irrevocable Trust. Carota Wealth Management provides investment advisory services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with a proprietary macroeconomic framework, Market Pulse Regimes℠, to guide portfolio construction and offers discretionary management including digital assets and cryptocurrencies.

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.

Ulderico Conte is a financial advisor with CM Capital Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Spencer Winston Securities Corp, CIM Securities, AEON Capital, and several other firms. He serves on the Board of Directors for Family Office of America, a publicly traded company. CM Capital Partners provides advisory services to individual, high-net-worth, and institutional clients, offering portfolio management, business consulting, and real estate advisory. The firm uses a combination of charting, fundamental, quantitative, and technical analysis, incorporating alternative investments and offering both discretionary and non-discretionary account management.

Kenneth Weingarten is a CFP® professional with 23 years of experience in financial advising. He is the principal of Weingarten Associates, L.L.C., where he has worked since 2003, following a brief tenure at SAX Wealth Advisors, LLC. Weingarten Associates, L.L.C. provides fixed-fee financial planning and wealth management services to individuals, high-net-worth clients, trusts, charitable organizations, and pension/401(k) plans. The firm employs an academic, market-efficient investment approach emphasizing low-cost passive funds, applying the Fama–French three-factor model, and offers integrated accounting and tax-preparation services through an affiliated CPA.

David Bailin is a financial advisor with Integrous Wealth Strategies in Hamilton, NJ, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Woodbury Financial Services and OSAIC. Bailin also manages insurance sales and fixed investment activities through Personal Wealth Strategies, a firm he has been associated with since 2002. 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.

Joseph Weidenburner is a financial advisor at Aeternitas Investment Management, LLC with 13 years of industry experience. He holds a Series 65 credential and previously served as COO and CIO at Apex Financial Advisors, Inc. In addition to his advisory role, he is the managing member and sole attorney of Weidenburner Legacy Law, PLLC, an estate planning law practice. Aeternitas Investment Management offers discretionary and non-discretionary investment management to individuals, families, trusts, businesses, and charitable organizations. The firm employs a systematic, technical trend-following approach supplemented by fundamental and macro analysis, with portfolios that may include equities and a broad range of exchange-traded funds subject to formal risk management.

Douglas Schorpp is a financial advisor with Schorpp Capital Management in North Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Schorpp Capital Management since 2004 and also engages in proprietary trading through Capital Trading Partners, LLC, a business he has operated since 2002. Schorpp Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both ongoing account oversight and standalone consultations. The firm employs a passive, asset-class investment approach focused on diversification, low costs, and tax considerations, and integrates insurance products into its financial planning services.

Cassandra Lally is a financial advisor at Bergamot Asset Management LP in Princeton, NJ, holding a Series 65 designation with two years of industry experience. She previously worked at Suffolk Capital Management, LLC for nine years before joining Bergamot in 2019. Bergamot Asset Management provides discretionary investment management services to private funds, institutional investors, and individual clients. The firm employs a fundamentally oriented investment process supported by quantitative tools across public long/short equity and private equity strategies, and it manages a variety of niche pooled vehicles alongside separately managed accounts.

Roman Bulawski is a CFP® with nine years of industry experience currently serving at Kubhera Enterprises LLC. His prior experience includes roles at Red Oak Wealth Management, ZEIDERS Enterprises, and Mcrae Capital Management. In addition to his advisory work, he is also an independent insurance agent. Kubhera Enterprises LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers access to private and alternative investments, employs both long- and short-term strategies, and manages affiliated private investment funds with performance-based fees.

Alexander Pron is a CFP® with 14 years of experience in the financial industry. He is currently with Crossover Capital, where he has worked since 2023, and previously held positions at Bank of America and Merrill. Outside of his advisory role, he is also an insurance agent and a member of an off-center digital asset fund. Crossover Capital is an SEC-registered firm managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis with both active and passive strategies, including access to digital-asset investments and insurance-related services.

Vijay Aluwalia is a CFP® with 10 years of industry experience and is currently a financial advisor at Bergamot Asset Management LP. His prior roles include positions at Edward Jones and Verity Life Insurance. Bergamot Asset Management provides discretionary investment management and wealth services to private funds, institutional investors, and individual clients, employing a fundamentally oriented approach supported by quantitative tools across public and private equity strategies.

Eric Schwartz is a financial advisor at AEM Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including RRBB Asset Management LLC and NJPMI LLC. Outside of his advisory role, Schwartz is the owner of a precious metals consulting firm specializing in coin-related consulting and serves as an administrator at an accounting firm. AEM Asset Management provides investment advisory services to individuals, charitable organizations, and corporations, offering discretionary portfolio management and financial planning. The firm employs a variety of investment approaches, including third-party money managers and model portfolios, and utilizes technical, fundamental, and cyclical analysis across multiple asset classes.