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.

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.

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 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.

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.

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.

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 at Bravias Financial with 21 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Oppenheimer, Morgan Stanley, Axa Advisors, and Equitable Advisors. He is also a 10% partner in Cavallino Racing LLC, a passive business interest. Bravias Financial serves individual and high-net-worth clients by providing discretionary investment management and financial planning services, often combining both at no additional charge. The firm uses a risk-assessment process to allocate clients into model portfolios comprising a mix of securities, mutual funds, ETFs, and other instruments, with continuous monitoring and customization options.

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.