Jason Bass is a financial advisor with Cordatus Wealth Management LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Cordatus since 2016. In addition to his advisory role, Bass serves on the boards of the Business 2 Business Association and the YMCA in Pennsylvania. Cordatus Wealth Management LLC provides wealth planning, asset management, and corporate retirement-plan consulting to individuals, trusts, charitable organizations, and businesses. The firm offers executive services for managing stock options and restricted stock, financial planning, and ongoing portfolio management, utilizing a variety of proprietary strategies and third-party managers.

Kenneth Dawson is a financial advisor at LRI Investments with 13 years of industry experience. He holds a Series 66 designation and has worked at M Holdings Securities and JKJ Financial Services, where he serves as Director of Investment and Retirement Services. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm constructs tailored portfolios and emphasizes ongoing supervision with quarterly reviews and periodic rebalancing, offering specialized ERISA fiduciary retirement-plan services and participant education.

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.

Roman Chiokadze is a financial advisor with Ventura Wealth Management, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model portfolio and asset-allocation approach that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic evaluation.

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.

William Bromley is a financial advisor with Innova Wealth Partners, LLC in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Innova Wealth Partners since 2013. In addition to his advisory role, Mr. Bromley is a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management, financial planning, pension consulting, and educational retirement courses to individuals, trusts, pension plan participants, and businesses. The firm manages approximately $284 million in discretionary assets, constructing portfolios using ETFs, mutual funds, and other securities, and employs both long- and short-term trading strategies supported by fundamental, technical, and cyclical analysis.

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.

John Mc Donald is a financial advisor with LRI Investments holding a Series 66 designation and 24 years of industry experience. His career includes roles at M Holdings Securities, SDM, Inc. DBA JKJ Financial Services, Bank of America, Merrill, and Principal Life Insurance Company. He is involved in retirement benefit consulting through SDM, Inc. DBA JKJ Financial Services. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers tailored investment management, financial planning, and retirement plan consulting, emphasizing ongoing supervision and portfolio adjustments aligned to client objectives.

Mogammad Petersen is a financial advisor with LRI Investments holding Series 63 and Series 65 credentials and has seven years of industry experience. He has worked at JKJ Financial Services and M Holdings Securities since 2017 and joined LRI Investments in 2024. Prior to his financial career, he held roles at Urban Outfitters and International Trimmings and Label Solutions. LRI Investments provides financial planning and fee-based investment advisory services to individuals, high-net-worth clients, businesses, financial institutions, retirement plans, and government entities. The firm offers customized investment management and retirement plan consulting with a focus on ongoing supervision, tailored portfolios, and specialized services for state and municipal government clients.

Morgan Downs is a financial advisor at Ventura Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory role, he serves as Co-Chair of the Young Professional Committee for the Lower Bucks Chamber of Commerce. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs model portfolios and an asset-allocation framework that integrates fundamental, quantitative, and technical analysis with risk control and macroeconomic assessment.

Michael Russo is a financial advisor with Millstone Financial Group in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He worked at Guardian Life from 2003 to 2018 before joining Millstone Financial Group, where he has been active since 2012. Russo also dedicates approximately half of his time to an affiliated insurance practice offering life insurance products and fixed annuities. Millstone Financial Group serves individual investors, business owners, and retirement plans, providing asset management, financial planning, and fiduciary services. The firm’s investment approach is tailored to clients’ objectives and risk tolerance, utilizing fundamental, technical, and cyclical analysis, periodic rebalancing, and ongoing portfolio oversight.

Kenneth Dysart is a financial advisor at Cordatus Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cordatus since its founding in 2016. Dysart also serves as a trustee for a friend and business partner. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm offers financial planning and portfolio management services using discretionary account management and proprietary investment strategies.

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 has previously worked at Highlander Capital Management LLC and Highlander Capital Group, Inc. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a tailored asset management approach with continuous monitoring and a variety of analytical methods within a strategic asset-allocation framework.

Karamjeet Mangat is a CFP® professional with 42 years of experience in the financial services industry. He has worked at White Knight Strategic Wealth Advisors, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. White Knight Strategic Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, businesses, and non-profits, offering financial planning and discretionary asset management. The firm emphasizes broadly diversified, tax-efficient, long-term investment strategies and manages most client accounts on a discretionary basis within a seven-advisor team.

Brian Arena is a financial advisor at Byrne Asset Management, LLC with six years of industry experience. He holds a Series 65 credential and previously worked for the State of New Jersey - Division of Investment for 33 years before joining Byrne Asset Management in 2019. 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, offering customized portfolios and publicly disclosing performance for certain strategies.

Betty Brick is an investment advisor with Brick & Kyle Associates Inc in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Coastal Equities, Inc since 2014 and with Brick & Kyle Associates since 2013. Brick & Kyle Associates provides discretionary portfolio management and written financial planning to individual and institutional clients, employing a combination of fundamental, technical, and cyclical analysis alongside asset-allocation techniques to tailor portfolios. The firm has operated since 1984 and manages a significant asset base with a small team, offering regular portfolio reviews and client-directed implementation of financial plans.

Linda Farinola is a CFP®, CFA®, and holds a Series 66 license with 21 years of industry experience. She has been with OMNI 360 Wealth, Inc. since 1996 and also works at Princeton Financial Group, LLC offering accounting, tax preparation, and business consulting services. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, estates, charitable organizations, businesses, and employee benefit plans. The firm uses fundamental, technical, and cyclical analysis to implement tailored portfolios and offers coordinated tax, legal, and insurance planning through affiliated entities.

Andrew Brick is a CFP® with 30 years of industry experience, currently serving as an advisor at Brick & Kyle Associates Inc in Newtown, PA. He has been with Brick & Kyle Associates since 2013 and also worked at Coastal Equities, Inc. since 2014. Brick & Kyle Associates provides discretionary portfolio management and written financial planning for individual clients, including high-net-worth individuals, as well as institutional and organizational clients such as pensions, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis alongside asset-allocation techniques to manage accounts on a discretionary basis, with regular portfolio reviews.