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.

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.

Devon Shapiro is a financial advisor at Shapiro Financial Security Group, Inc. with one year of industry experience and a Series 65 designation. Prior to his current role, he worked in various positions including roles at Atlantic Physical Therapy and several educational institutions. Shapiro Financial Security Group provides financial planning, investment management, and consulting services primarily to individual clients. The firm integrates tax preparation and accounting services with its advisory offerings and emphasizes risk management by tailoring portfolios to clients’ risk tolerance and time horizon.

Andrew Novick is a CFP® professional with 23 years of industry experience. He has been with The Investment Connection LLC since 2015 and also works as a contract attorney focusing on estate planning at Brookner Law Offices LLC. The Investment Connection serves individual investors, trusts, estates, qualified retirement plans, and small businesses with discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages portfolios tailored to client objectives, emphasizing low-cost ETFs and tax-aware strategies, and offers unique capabilities through formal affiliations with legal and accounting professionals.

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.

Kenneth Shapiro is a CFP® with 24 years of industry experience and has operated Kenneth B. Shapiro & Co., Inc. since 1982. He is affiliated with Shapiro Financial Security Group, Inc., a supported firm. Outside of advising, he is involved with an accounting firm. Shapiro Financial Security Group provides financial planning, consulting, and investment management primarily for individual clients. The firm integrates tax preparation and bookkeeping services alongside portfolio management and offers educational seminars and workshops to its clients.

Kirk Loury is a financial advisor at MCM Wealth in Princeton, NJ, holding Series 65 and Series 63 licenses with five years of industry experience. His prior roles include positions 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, family offices, institutions, and other RIAs. The firm uses a multi-asset class, core-and-satellite investment approach with customized portfolios and offers portfolio management across various asset types, including options-based strategies and 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.

Bhimeswararao Grandhi is a CFA® charterholder with 11 years of industry experience. He is affiliated with IndoUsequities LLC and has worked at Citigroup Global Markets INC since 2006. IndoUsequities LLC provides discretionary investment management to high-net-worth and accredited individuals, family offices, and pooled investment vehicles, focusing on long/short, hedge-fund-style strategies primarily in the technology, media, and telecom sectors. The firm employs a bottom-up, growth-oriented stock-picking process that includes derivatives and selective short positions to manage risk and pursue absolute returns.

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.

Oscar Casas Jr. is a CFP® with 14 years of industry experience and is currently a principal at Tranquility Path Investment Advisors, LLC. He previously worked at Ernst & Young for eight years. Casas also serves as a volunteer treasurer for a local Cub Scouts pack in Monmouth County, NJ. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to a range of clients including individuals, families, pension plans, and charitable organizations. The firm employs a diversified, passive investment approach based on Modern Portfolio Theory and partners with established sub-advisers such as Dimensional Fund Advisors and Vanguard.

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.

Ronald Ciancimino is a financial advisor at Empire Financial Management Company, LLC in New York, NY, holding a Series 66 designation with 12 years of industry experience. He has been with Empire Asset Management Company since 2013. Empire Financial Management Company provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, as well as trusts, estates, corporations, and other business entities. The firm’s investment approach includes client-specific asset allocation across various asset classes and strategies, with services tailored to client objectives and constraints.

Jeanette Lucas is a CFP® professional with 17 years of industry experience, currently serving at Condor Capital Wealth Management since 2005. She holds a Series 65 license and works out of Martinsville, NJ. Condor Capital Wealth Management serves a diverse client base including individuals, high-net-worth clients, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm delivers fee-only investment management, financial planning, and consulting services, utilizing a range of strategies such as direct indexing, cryptocurrency exposure through ETFs or third-party managers, and employs AI tools to support adviser analysis.

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.