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 Series 65-licensed advisor at Bergamot Asset Management LP with six years of industry experience. He has worked at Bergamot since 2019 and previously spent 19 years at Suffolk Capital Management LLC. Bergamot Asset Management provides discretionary investment management to private funds, institutional investors, and individual clients, employing a fundamentally oriented investment process supported by quantitative tools across long/short equity and private equity strategies. The firm also engages in niche pooled vehicles, early-stage private investments, and ESG-oriented diligence.

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.

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 financial advisor at Bergamot Asset Management LP in Princeton, NJ, holding a Series 65 designation with two years of industry experience. She previously worked at Suffolk Capital Management, LLC for nine years before joining Bergamot in 2019. Bergamot Asset Management provides discretionary investment management services to private funds, institutional investors, and individual clients. The firm employs a fundamentally oriented investment process supported by quantitative tools across public long/short equity and private equity strategies, and it manages a variety of niche pooled vehicles alongside separately managed accounts.

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® 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.

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 with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked 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, other RIAs, family offices, institutions, and pooled investment vehicles. The firm employs a multi-asset class, core-and-satellite approach with custom-tailored portfolios and offers services including portfolio management, estate planning review, and access to 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.

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.