Erik Mosholt is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at 46 Peaks Investment Advisory Group since 2020 and previously held roles at M Holding Securities, Inc., KB Financial Partners, LLC, and Equitable Advisors. 46 Peaks Investment Advisory Group provides advisory services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm focuses on comprehensive financial planning and portfolio management using a mix of mutual funds, ETFs, private placements, and third-party separate account managers.

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.

Alexander Pron is a CFP® with 14 years of experience in the financial industry. He is currently with Crossover Capital, where he has worked since 2023, and previously held positions at Bank of America and Merrill. Outside of his advisory role, he is also an insurance agent and a member of an off-center digital asset fund. Crossover Capital is an SEC-registered firm managing approximately $179 million for individuals, high-net-worth clients, trusts, institutions, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis with both active and passive strategies, including access to digital-asset investments and insurance-related services.

Vijay Aluwalia is a CFP®-designated financial advisor with Bergamot Asset Management LP, bringing 10 years of industry experience. His prior roles include Edward Jones and Verity Life Insurance. Bergamot Asset Management LP provides discretionary and non-discretionary investment management to institutional and high-net-worth clients, managing multiple niche pooled funds alongside separately managed accounts. The firm employs a fundamentally oriented investment approach combined with quantitative tools and invests across a range of public and private strategies, including alternative instruments.

Brad Heindel is a CFP® professional with 27 years of industry experience, currently serving as an advisor at 46 Peaks Investment Advisory Group since 2020. He previously worked at M Holding Securities, Inc. and Kb Financial Partners, LLC from 2012 to 2020. 46 Peaks Investment Advisory Group provides comprehensive financial planning, retirement-plan consulting, and portfolio management for individuals, trusts, estates, charitable organizations, and business entities. The firm uses tailored investment strategies incorporating long-term target allocations and tactical models, typically emphasizing mutual funds and ETFs.

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.

Avi Mandel is a financial advisor at CM Capital Partners with a Series 65 credential and three years of industry experience. Prior to his current role, he held various positions including administrative work at CM Capital and building management at Norkez Properties. He has a background that includes service in the Israeli military and experience in education at Ma'ayanot Yeshiva High School for Girls and Herzog/Hebrew College. CM Capital Partners, doing business as Centrade, provides portfolio management and advisory services to individual clients, including high-net-worth individuals, as well as businesses and investment entities. The firm uses a blend of charting, fundamental, quantitative, and technical analyses to tailor both long- and short-term investment strategies aligned with clients’ goals and risk tolerance.

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.

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 with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at MCM Wealth since 2022, alongside his longstanding role at Wealth Planning Consulting, Inc. since 2009. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, other RIAs, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite investment approach, offering custom-tailored portfolios that include mutual funds, ETFs, individual stocks and bonds, 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.

Christine Ahearn is a financial advisor at Aeternitas Investment Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Wells Fargo Clearing. Aeternitas Investment Management provides discretionary and non-discretionary investment management to individuals, families, trusts, businesses, and charitable organizations. The firm employs a systematic, technical trend-following approach supplemented by fundamental and global macro analysis, with portfolios that may include individual equities and a broad range of exchange-traded funds.

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.

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 Series 66 registered advisor with 13 years of industry experience. He is currently affiliated with LRI Investments and has prior experience at M Holdings Securities and JKJ Financial Services. Outside of his advisory roles, he serves as Director of Investment and Retirement Services at JKJ Financial Services. LRI Investments is a team of 25 investment professionals managing approximately $2.78 billion for individuals, high-net-worth clients, businesses, financial institutions, and government entities. The firm offers customized asset-allocation portfolios with a long-term focus and provides retirement-plan consulting and ongoing fiduciary services.