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.

Jonathan Green is a CFP® professional with 15 years of industry experience. He is currently with Entrepreneur Wealth, which he joined in 2026, and previously worked at Triad Advisors, Inc. and Targeted Financial Services, LLC. Outside of advising, he is involved with entities such as Jobel Management and D.J. Stable, LLC. Entrepreneur Wealth provides preliminary financial planning and consulting services to individuals, families, small businesses, and retirement plans, focusing on general investment concepts and planning considerations. The firm refers clients to unaffiliated Investment Adviser Managers for asset management and does not manage client assets directly.

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 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.

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.

William Somers is a financial advisor at The Investment Connection LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has operated his own CPA firm, William Somers CPA LLC, since 2005, providing tax preparation and related services. The Investment Connection serves individual investors, trusts, estates, qualified retirement plans, and small businesses with discretionary and non-discretionary investment management and financial planning. The firm emphasizes tax-aware, low-cost ETF-based portfolios and offers integrated legal and accounting services through affiliated professionals.

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.

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.

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.

Robyn Goldstein is a financial advisor at ACA/Prudent Investors Planning Corporation with 23 years of industry experience. She has been with ACA/Prudent Investors Planning Corp. since 2002 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a member of Achtel Holdings, LLC, a non-investment entity involved in owning a commercial office building. ACA/Prudent Investors Planning Corporation serves individual clients, including high-net-worth individuals, as well as corporations, trusts, and retirement plans. The firm provides investment advisory services alongside broker-dealer and insurance activities, using a process that involves daily monitoring of mutual fund and annuity values with client-authorized asset exchanges primarily on a non-discretionary basis.

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.