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.

James Lentz is a financial advisor at Managed Wealth Advisors with 16 years of industry experience. He holds a Series 65 designation and has been with Managed Wealth Advisors since 2010. In addition to his advisory role, he spends time as an insurance salesperson at an independent insurance agency. Managed Wealth Advisors is a fee-only registered investment adviser that provides discretionary portfolio management primarily for individual brokerage and retirement accounts. The firm employs a tactical asset allocation process integrating equities, ETFs, closed-end funds, and options strategies focused on yield enhancement and volatility management.

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 13 years of industry experience. He has been with Hamilton, Johnston & Co., Inc. since 2006. Hamilton & Company provides independent investment consulting to a select group of endowments, foundations, retirement plans, high-net-worth families, and family offices. The firm focuses on portfolio-level advice, including asset allocation, risk, liquidity, and manager selection, without recommending individual securities or accepting discretionary asset-management authority.

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.

Jeanette Lucas is a CFP® with 16 years of industry experience and has been with Condor Capital Management since 2005. She is based in Martinsville, NJ, and holds a Series 65 credential. Condor Capital Wealth Management serves individuals, including high-net-worth clients, as well as business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only portfolio management, financial planning, and pension consulting, utilizing a range of investment vehicles and employing AI tools alongside human oversight.

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.

John Naphor is a financial advisor at Paradigm Investment Advisory, LLC with 35 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and INVEST Financial Corp. Outside of advising, he is also an author. Paradigm Investment Advisory provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term investment strategies grounded in fundamental analysis and constructs customized portfolios using institutional mutual funds, ETFs, individual equities, and bonds.

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.

David Stanley is a financial advisor with Aegis Wealth Management, Inc. in Grandville, MI. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked in various positions including licensed life insurance agent and roles in construction and hospitality. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers.

Frank Abella Jr. is a financial advisor with Investment Partners Asset Management in Metuchen, NJ, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Investment Partners Asset Management since 1999 and previously worked for T.R. Winston & Company, LLC for 17 years. He is also involved with Investment Partners Group and Subsidiaries, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing, using strategies such as tactical asset allocation, derivatives, and allocations to mutual funds, ETFs, and private funds.

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.

Stephen Mcgahran is a financial advisor with Bravias Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors, Morgan Stanley, and Oppenheimer. He is a 10% partner in Cavallino Racing LLC, a passive investment with no active role. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, managing approximately $181 million in assets across 400 client relationships. The firm combines discretionary investment management with financial planning, utilizing a model portfolio approach tailored to client risk tolerance and preferences.

Richard Macciola is a financial advisor at Aspen Creek Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Tyler Wealth Management and Primerica Advisors. Outside of his advisory role, he is a licensed loan originator with Nexa Mortgage and also works as a realtor with Realty One Group Central. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a range of analytical methods and collaborates with third-party managers while maintaining final responsibility for client accounts.

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.

Milan Patel is a financial advisor with Yayati Asset Management, LLC and holds Series 65 and Series 63 licenses. He has nine years of industry experience, including eight years at Goldman, Sachs & Co. and roles at several other firms before joining Yayati. Patel has an ownership stake in Yayati Inc. and works approximately thirty hours a week for its technology subsidiary, Yayati LLC. Yayati Asset Management specializes in quantitative portfolio management for institutional clients and individual investors, using model-driven strategies that incorporate options and leverage within ETF- and stock-based portfolios. The firm offers customized and options-based overlay solutions and emphasizes transparency in the use of derivatives and margin in its investment approaches.

Peter Ostensen is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and two years of industry experience. Prior to joining Geremia Financial Services, he worked at Fairfield University and Xaverian High School. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic framework combined with bottom-up security selection, and uses options primarily for hedging within a wrap fee program structure.

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.