Ethan Schneid is a financial advisor at Kubhera Enterprises LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Kubhera Enterprises since 2009. Kubhera Enterprises serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a mix of fixed-income securities, mutual funds, and ETFs, and also provides access to private and alternative investments, including offerings through the YieldStreet platform.

Jason Gitter is a financial advisor at PureVest with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Cetera Advisor Networks and Voya Financial Advisors. Outside of advising, he serves as president of Jason M Gitter, Inc. and operates as an independent insurance agent specializing in fixed insurance products. PureVest provides fee-based investment advisory and financial planning services primarily to individual clients, including mass-affluent and high-net-worth households, as well as businesses and retirement plans. The firm emphasizes tailored portfolios and client authorization for trades within a non-discretionary investment approach.

Vid Ponnapalli is a CFP® with 11 years of industry experience and has been with Unique Financial Advisors LLC since 2014. He is also the sole owner of Unique Tax Consultants, a separate business providing tax preparation and planning services for individuals, families, and small businesses. Unique Financial Advisors LLC offers financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-HNW clients. The firm primarily uses a passive investment approach with index funds and ETFs, combining fundamental analysis within financial plans and managing accounts on a discretionary basis through Charles Schwab.

Daniel Trub is a Series 65-licensed financial advisor at SJBenen Advisory, LLC with seven years of industry experience. Prior to his advisory career, he served in the United States Navy for eleven years. SJBenen Advisory serves individual and high-net-worth clients, small-business retirement plans, pension/profit-sharing plans, and select nonprofit organizations by providing discretionary portfolio management, financial planning, and ERISA-plan investment advisory services. The firm employs a range of investment strategies including fundamental, technical, cyclical, and quantitative analysis, and offers client portfolios tailored to risk tolerance with options to include complex strategies such as borrowing and derivatives.

Daniel Zinsser is a financial advisor with Bugdal Zinser Asset Management, Inc. in Princeton, NJ, holding 19 years of industry experience. He has been with Bugdal Zinser Asset Management since 1992. Bugdal Zinser Asset Management provides discretionary portfolio management primarily to high-net-worth individual investors. The firm employs a top-down, fundamental investment approach focused on capital preservation, diversification, and quality, managing approximately $54.8 million across about 23 accounts.

Cheng Xu is a financial advisor at Ailares with four years of industry experience. He holds a Series 65 designation and has previously worked at Axiom Bank and T. Rowe Price. His career includes multiple roles at Ailares entities dating back to 2017. Ailares provides discretionary separately managed account portfolio management and investment advisory services to qualified clients, including high-net-worth individuals, trusts, estates, corporations, and certain retirement accounts. The firm employs a combination of fundamental, technical, macro, quantitative, sentiment analysis, and proprietary machine-learning tools to guide investment decisions across a range of asset classes and strategies, including derivatives and options.

Sharada Amarnath is a financial advisor at Shri Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with Shri Advisors since 2013. The firm serves individual clients, including high-net-worth and non-HNW households, managing approximately $101 million in client assets. Shri Advisors uses a modern portfolio theory framework to implement distinct investment strategies, focusing exclusively on separately managed accounts with a fee-only structure.

Charlotte Camp is a financial advisor at Northwest Criterion Asset Management, L.L.C. with one year of industry experience. She holds a Series 65 designation and has been with Northwest Criterion since 2022. Outside of her advisory role, she is involved with the Princeton Terrace Club. Northwest Criterion provides discretionary portfolio management primarily for individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and corporate accounts. The firm employs a value-oriented investment approach using quantitative screening followed by fundamental analysis to select a range of securities, managing most accounts on a discretionary basis according to client objectives and risk tolerance.

Andy Wong is a financial advisor at Bergamot Asset Management LP in Princeton, NJ, holding a Series 65 designation with five years of industry experience. He has been with Bergamot since 2019 and previously worked at Suffolk Capital Management LLC for 19 years. Bergamot Asset Management provides discretionary investment advisory services to individual and institutional clients through separately managed accounts and private pooled investment vehicles. The firm employs a fundamentally oriented investment process that combines fundamental research with quantitative tools across long/short public equity and private equity strategies, managing a range of niche sector-focused funds alongside retail and institutional accounts.

Donald Bugdal is a ChFC® credentialed financial advisor with 19 years of industry experience. He has worked at Donald J. Bugdal & Associates since 1983 and currently serves as Vice President and Corporate Secretary at Bugdal Zinser Asset Management, Inc. in Princeton, NJ. Bugdal Zinser Asset Management provides discretionary portfolio management primarily to high-net-worth individual investors. The firm employs a top-down, fundamental investment approach focused on capital preservation, diversification, and quality, with portfolios managed directly by its two principals.

William Somers is a financial advisor at The Investment Connection LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has operated his own CPA firm, William Somers CPA LLC, since 2005, providing tax preparation and related services. The Investment Connection serves individual investors, trusts, estates, qualified retirement plans, and small businesses with discretionary and non-discretionary investment management and financial planning. The firm emphasizes tax-aware, low-cost ETF-based portfolios and offers integrated legal and accounting services through affiliated professionals.

Alan Augulis is a financial advisor at Augulis Financial Firm, L.L.C. with 21 years of industry experience. He holds a Series 65 designation and has held ownership roles at Augulis Law Firm since 2000 and as a sole proprietor since 1999. In addition to his advisory work, he provides insurance reviews for legal clients and practices trust and estate law. Augulis Financial Firm offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a goal-driven investment approach, integrates legal and insurance services, and provides educational seminars and comprehensive financial plans.

David Vargo is a CFP®-certified financial advisor with LPL Financial, based in Sherman, CT, and has 36 years of industry experience. He has been with LPL Financial since 2001 and also operates Varbeco Wealth Management, LLC. Outside of his financial advisory work, he performs as a musician several times a month in various venues across New Jersey. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Douglas Schorpp is a financial advisor with Schorpp Capital Management in North Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Schorpp Capital Management since 2004 and also engages in proprietary trading through Capital Trading Partners, LLC, a business he has operated since 2002. Schorpp Capital Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both ongoing account oversight and standalone consultations. The firm employs a passive, asset-class investment approach focused on diversification, low costs, and tax considerations, and integrates insurance products into its financial planning services.

Cassandra Lally is a Series 65 licensed financial advisor at Bergamot Asset Management LP with seven years at the firm and a total of ten years in the industry. Prior to joining Bergamot in 2019, she worked at Suffolk Capital Management, LLC from 2010 to 2019. Bergamot Asset Management provides discretionary investment advisory services to individual and institutional clients through separately managed accounts and multiple private pooled investment vehicles. The firm employs a fundamentally oriented investment process combining fundamental research and quantitative tools across long/short public equity and private equity strategies.

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.

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.

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.

Amit Bose is a financial advisor at Wealthnest Capital Inc. with 28 years of industry experience. He previously worked at Western International Securities, Inc. for eight years. Outside of his advisory role, he serves as president of Synergy Global Group Inc., a management consulting firm specializing in new products and services. Wealthnest Capital Inc. serves individual and high-net-worth clients with tailored financial planning and both discretionary and non-discretionary portfolio management. The firm employs multiple analytical approaches and diversified investment strategies, including options and derivatives, and manages approximately $27 million across fewer than 100 client relationships.