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.

Gregory Lichtenstein is a CFP® and holds a Series 65 license with four years of industry experience. He has worked with Ethos Capital Management, Inc. and Ethos Capital Advisors, LLC since 2021. Outside of his advisory role, he serves as a part-time assistant lacrosse coach at Pennsbury High School. Ethos Capital Management, Inc. is an SEC-registered investment adviser that 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 a combination of fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management through model portfolios and sub-advisory arrangements.

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.

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 financial advisor at Bergamot Asset Management LP in Princeton, NJ, holding a Series 65 designation with five years of industry experience. He has been with Bergamot since 2019 and previously worked at Suffolk Capital Management LLC for 19 years. Bergamot Asset Management provides discretionary investment advisory services to individual and institutional clients through separately managed accounts and private pooled investment vehicles. The firm employs a fundamentally oriented investment process that combines fundamental research with quantitative tools across long/short public equity and private equity strategies, managing a range of niche sector-focused funds alongside retail and institutional accounts.

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 industry experience currently with Prometheus Capital Management Corp. and The Investment Center, Inc. since 2021. He previously worked at Goldman Sachs and KeyBank National Association. Outside of his advisory role, Wetzel volunteers as a sub-group leader for the South Jersey Real Estate Investors Association, organizing local events and educational seminars on financial planning for landlords. 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 conducts portfolio supervision primarily on a non-discretionary basis, combining fundamental, technical, and asset-allocation approaches.

Ulderico Conte is a financial advisor at CM Capital Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Spencer Winston Securities Corp, CIM Securities, and AEON Capital. Conte serves on the Board of Directors for Family Office of America. CM Capital Partners provides portfolio management and advisory services to individual and institutional clients, including high-net-worth individuals and pooled investment vehicles. The firm uses a combination of charting, fundamental, quantitative, and technical analysis to tailor investment strategies, offering both discretionary and non-discretionary account management.

Alexander Petsis is a CFP® with 13 years of industry experience. He is currently with Anthony Petsis & Associates Inc., where he has worked since 2018, and has previous experience with Signator Investors, Inc. Petsis also engages in financial education by presenting seminars on Special Needs Financial Planning and serves as secretary for St. Andrew's Catholic Church in Newtown, PA. Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm delivers written plans and single-subject advice, relying on fundamental analysis and a combination of long- and short-term purchase strategies.

Kenneth Weingarten is the sole advisor at Weingarten Associates, L.L.C. in Lawrenceville, NJ. He holds a Series 65 designation and has 23 years of industry experience, serving clients through his firm since 2003. Weingarten Associates advises individuals, high-net-worth clients, trusts, charitable organizations, and pension/401(k) plans, offering fixed-fee financial planning and ongoing wealth management services. The firm employs an academic, market-efficient investment approach focused on low-cost passive funds and applies the Fama–French three-factor model, while also providing tax and accounting services through an affiliated CPA.

Marc Butler is an investment advisory representative at Anthony Petsis & Associates Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses. Butler has held roles at firms including BNY Mellon Albridge and Skience, and he operates a consulting business focused on wealth technology. He is also a co-author of the book *Funding a New Business for Dummies* and serves on the board of directors of ProNvest. Anthony Petsis & Associates Inc. provides personalized financial planning and consultative services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, delivering written plans and single-subject advice without managing client assets on a continuous basis. The firm employs a process based on fundamental analysis with a mix of long- and short-term purchase strategies, offering fee-for-service engagements and utilizing third-party estate-planning tools.