Edward Graham is a financial advisor at Global Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Global Wealth Management since 2018. His career also includes roles at Princeton International Properties, Inc. and Graham Capital Management, Inc. Global Wealth Management, LLC manages approximately $245.7 million in client assets and serves high-net-worth individuals, family offices, pension plans, trusts, foundations, and institutional clients. The firm offers discretionary portfolio management and integrated financial planning, implementing customized asset allocations with an emphasis on low-cost mutual funds and ETFs alongside individual equities, bonds, and structured notes.

Avi Mandel is a financial advisor at CM Capital Partners with three years of industry experience. He holds a Series 65 designation and has worked at CM Capital Partners since 2023. Outside of advising, Mandel is involved in building management and administrative roles with Norkez Properties and CM Capital. CM Capital Partners provides advisory services to individual, high-net-worth, institutional, and business clients, offering portfolio management, business consulting, and real estate advisory. The firm uses a combination of charting, fundamental, quantitative, and technical analysis, integrating alternative investments, and offers performance-based fee arrangements for qualified clients.

Abhijeet Mhatre is a financial advisor at HAPPYRICH Capital with six years of industry experience. He holds a Series 65 designation and has worked at MFA Wealth Inc. since 2020, following a 14-year tenure at Morgan Stanley. Outside of his advisory role, he is involved with Onramp Invest, a crypto asset integration platform, as an investor without responsibility for daily operations. HAPPYRICH Capital (MFA Wealth Inc.) provides fee-only investment management and financial planning to individuals, pension and profit-sharing plans, trusts, and other entities, managing approximately $45 million in client assets. The firm emphasizes strategic asset allocation using passive index funds and ETFs combined with tactical active management, and it maintains documented investment policy statements for each client.

Frank Fernandez is a CFP® with seven years of industry experience, currently serving as a financial advisor at PCB Capital LLC. His prior roles include positions at Weingarten Associates LLC and Omni 360 Wealth, Inc. He holds the Series 65 license as well. PCB Capital LLC provides wealth management and financial planning services to individuals—including high-net-worth clients—as well as small businesses, trusts, estates, and non-profits. The firm combines fundamental and technical analysis with asset-allocation principles and modern portfolio theory, utilizing both in-house model portfolios and recommended independent managers.

Kirk Loury is a financial advisor at MCM Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth Planning Consulting, Inc. and Concord Equity Group Advisors, LLC. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, other RIAs, family offices, institutions, and pooled investment vehicles. The firm employs a multi-asset class, core-and-satellite approach with custom-tailored portfolios and offers services including portfolio management, estate planning review, and access to private investments for accredited clients.

Amar Pandit is a CFA® charterholder with five years of experience in the financial industry. He is affiliated with HAPPYRICH Capital and has held executive roles at MFA Capital Private Ltd. and MFA Wealth Solutions Private Limited. In addition to his financial advisory work, he is a co-founder and director of two entertainment companies, Happy Gaana Entertainment Private Limited and Happy Minds Entertainment Private Limited, based in India. HAPPYRICH Capital provides fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, and other entities, managing approximately $45 million in client assets. The firm uses a strategic asset allocation approach combining passive index funds and ETFs with tactical active management, and emphasizes documented client relationships and educational initiatives.

Shyam Sreenivasan is a financial advisor at Quantel Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience at Morgan Stanley from 1996 to 2018. Since 2018, he has also been involved with Quantel AI, Inc. Quantel Asset Management serves mass-affluent and high-net-worth individuals as well as corporations through a digital-only platform offering investment outlooks, non-discretionary advice, and discretionary portfolio management. The firm employs a systematic, quantitative process using fundamental, technical, and sentiment analysis to construct portfolios aligned with various investment themes.

Jeremiah Walter is a financial advisor at Halberstadt Financial Consultants Inc in Princeton, NJ, holding a Series 65 designation with seven years of industry experience. He has been with Halberstadt Financial Consultants since 2012. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services primarily to individual clients and a variety of institutional and business entities. The firm combines investment, tax, and insurance services and offers both discretionary and non-discretionary account management.

Phillip Fine is a financial advisor at Constantia Capital LLC with nine years of industry experience. He holds a Series 65 designation and has been with Constantia Capital since 2013. Constantia Capital provides discretionary investment management primarily to medium and high net-worth individuals, as well as institutions, employee benefit plans, trusts, and estates. The firm employs a quantitatively driven investment process using proprietary models to manage a range of portfolio strategies, including quantitative equity, event-driven merger-arbitrage, dividend/yield, and wealth management allocations.

Robert Misner II is a CFA® charterholder with 14 years of industry experience. He has been with Hamilton, Johnston & Co., Inc. since 2006, totaling 20 years at the firm. Hamilton & Company is a boutique investment consulting firm serving high-net-worth individuals, family offices, and institutional clients such as endowments and foundations. The firm provides non-discretionary advisory services including investment planning, manager selection, and performance reporting, focusing on portfolio-wide analysis and customized client relationships.

Donald Albach is a financial advisor with Millstone Financial Group in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Millstone Financial Group since 2012 and previously spent six years at Guardian Life. Outside of his advisory role, he manages an LLC that collects vested insurance commissions. Millstone Financial Group serves individual investors, business owners, and retirement plans, offering a range of services including discretionary and non-discretionary asset management, financial planning, and ERISA plan consulting. The firm’s investment approach is tailored to client objectives and risk tolerance, utilizing fundamental, technical, and cyclical analysis, with ongoing oversight of delegated portfolio managers.

Zachary Feinberg is a financial advisor at Glen Eagle Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Asset Based Lending, Tipico, Trusted Media Brands, and CIT Group. Glen Eagle Advisors provides investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models supplemented by fundamental and technical analysis. The firm offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting, with a buy-and-hold investment approach that includes rebalancing and stop-loss tools.

Robin Reji is a financial advisor at Star Wealth Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services and Merrill. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm emphasizes an individualized, relationship-oriented process and constructs diversified, long-term portfolios primarily through fundamental analysis.

Brendan Byrne is a financial advisor with Byrne Asset Management, LLC, holding a Series 65 designation and over 22 years of industry experience. He has been with Byrne Asset Management since 1992. Byrne Asset Management provides discretionary investment advisory services and basic financial planning primarily to high-net-worth individuals and select institutional clients. The firm employs a proprietary valuation model combined with fundamental research and quantitative analysis to guide investment decisions, and it is notable for publicly disclosing performance data for certain strategies.

Christopher Krug is a CFA® charterholder with four years of industry experience. He currently serves as an advisor at Confidence Wealth Management, Inc. and previously worked at BlackRock Investments LLC and RoundAngle Advisors LLC. Krug also provides consulting services through Krug Investment Solutions LLC, focusing on market analysis and risk management for various businesses. Confidence Wealth Management, Inc. manages approximately $454 million for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs proprietary model portfolios and a combination of passive ETFs and actively managed mutual funds, emphasizing downside risk management and diversification through discretionary and non-discretionary portfolio management.

Daniel Satz is a financial advisor at Novi Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Wealth Management Group, LLC since 2015. Novi Wealth Partners serves individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate and pension plans, providing comprehensive financial planning and investment management on a fee-only basis. The firm manages approximately $492 million in client assets through a team of eight advisors and employs a documented asset-allocation process that integrates client goals, risk tolerance, and tax-aware portfolio construction.

Richard Macciola is a financial advisor with Aspen Creek Wealth Management, LLC in Manalapan, NJ, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Tyler Wealth Management and Primerica Advisors, among others. Outside of advisory work, he is also active as a loan originator with Nexa Mortgage and as a realtor with Talwar Realty Group. Aspen Creek Wealth Management is an eight-advisor team serving individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and investment consulting. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis and offers access to structured products and alternative investments through platforms like iCapital.

Michael Russo is a financial advisor with Millstone Financial Group in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Guardian Life from 2003 to 2018. Russo also dedicates approximately half of his time to his role as an insurance agent, offering life insurance products and fixed annuities. Millstone Financial Group serves individual investors, business owners, and retirement plans by providing asset management, financial planning, and ERISA plan services. The firm employs a client-focused investment approach that incorporates fundamental, technical, and cyclical analysis, alongside regular account reviews and may delegate portfolio management while maintaining oversight.

Andrew Lieu is a CFP® with 13 years of industry experience, currently serving at Roundview Capital, LLC since 2010. He holds Series 63 and Series 65 licenses and works in Princeton, NJ as part of a five-advisor team. Roundview Capital provides investment advice and portfolio management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to pursue long-term, risk-adjusted after-tax returns across a variety of asset classes and strategies, managing approximately $1.88 billion in regulatory assets.

Cheryl Harris is a financial advisor at Carnegie Lake Advisors LLC with 41 years of industry experience. She holds a Series 63 designation and previously worked for Highlander Capital Management LLC and Highlander Capital Group, Inc. for over three decades combined. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to individual and high-net-worth clients, as well as trusts, pension plans, and business entities. The firm uses a tailored asset management approach with continuous monitoring and periodic rebalancing, employing fundamental, qualitative, and cyclical analysis methods within a strategic asset-allocation framework.