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.

Kelly Pearce is a financial advisor with BPP Wealth Solutions, LLC, holding a Series 66 license and three years of industry experience. Prior to joining BPP Wealth Solutions, Pearce worked at Mutual Securities, Inc. and Ogilvy Health. BPP Wealth Solutions provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes asset allocation, diversification, and volatility management, using independent professional managers and customized portfolios aligned with clients’ risk tolerances and liquidity needs.

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.

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.

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.

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.

Ryan Toohers is a Series 65-licensed financial advisor with three years of industry experience. He has worked at Carapace Financial Advisors LLC since 2023, with prior roles at J O Hambro Capital Management, InTandem Capital Partners, and Villanova University. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services primarily to high-net-worth and accredited investors, institutional clients, and other investment advisers. The firm employs customized market-linked hedging and investment strategies that combine diversified collateral portfolios with exchange-listed options to seek defined downside protection and targeted upside participation.

Brian Arena is a financial advisor at Byrne Asset Management, LLC with six years of industry experience. He holds a Series 65 credential and previously worked for the State of New Jersey - Division of Investment for 33 years before joining Byrne Asset Management in 2019. 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, offering customized portfolios and publicly disclosing performance for certain strategies.

Linda Farinola is a financial advisor at OMNI 360 Wealth, Inc. with 22 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. She has been with OMNI 360 Wealth since 1996 and also works at Princeton Financial Group, LLC, where she provides accounting, tax preparation, and business consulting services. OMNI 360 Wealth, Inc. offers financial planning and investment management to individuals, families, trusts, charitable organizations, businesses, and employee benefit plans. The firm employs a multi-advisor approach, utilizing fundamental, technical, and cyclical analysis to manage portfolios and provides a range of coordinated tax, legal, and insurance services through affiliated entities.

Nicholas Shelton is a CFP® professional with nine years at Roundview Capital, LLC and one year of prior experience at Springhill Consulting Group, totaling six years in the financial industry. He is based in Princeton, NJ. Roundview Capital is an independent SEC-registered advisory firm serving individuals, families, and institutional clients, including pension plans and charitable organizations. The firm customizes investment strategies through written Investment Policy Statements and manages approximately $2.13 billion in assets with a focus on pooled retirement plans, donor-advised funds, and individual wealth management.

Nancy Mulvey is a CFP® professional with 11 years of industry experience. She has been with Heritage Financial Counselors, LLC since 2017 and also maintains a role at LPL Financial, LLC since 2012. Heritage Financial Counselors serves individuals, couples, and families, including high-net-worth clients, providing comprehensive financial planning, investment management, and consulting. The firm’s investment advice is tailored to client goals and risk tolerance, primarily utilizing exchange-traded funds and low-cost mutual funds, and is notable for its emphasis on non-discretionary management and specific limits on certain strategies.

Lino De Angelis is a CFP® professional with 16 years of industry experience. He has worked at Alliance Wealth Management Group, LLC since 2021 and previously spent 11 years at Global Investment Management, LLC. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a fundamental analysis and Modern Portfolio Theory-based asset allocation approach, managing portfolios with mutual funds, ETFs, and individual securities tailored to client risk tolerance and time horizon.

Stevan Radanovic is a financial advisor at Glen Eagle Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Glen Eagle Advisors since 2008. Prior to this, he worked for over three decades at West Windsor Plainsboro Board of Education. Glen Eagle Advisors provides investment management and financial planning services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs client-specific assessments combined with standardized asset-allocation models and uses both fundamental and technical analysis, typically following a buy-and-hold strategy complemented by rebalancing and downside protection.

Michael Williams is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Prestige Wealth Management Group, LLC and has prior experience at Wells Fargo and Triad Advisors. In addition to his advisory role, he serves as managing director of Prestige Wealth Accounting Group and works as an independent insurance agent. Prestige Wealth Management Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a range of investment strategies across multiple asset classes and operates a formal wrap fee program, with affiliations that include an accounting firm and an SEC-registered adviser sponsoring Unified Managed Accounts.

Andrew Bruen is a financial advisor with Paradigm Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2025 before joining Paradigm and LPL Financial in 2025. Paradigm Investment Advisory, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, and businesses. The firm offers primarily discretionary portfolio management with a long-term orientation, utilizing institutional mutual funds, ETFs, individual equities, fixed income, and independent third-party managers.

Kofi Kodua is a financial advisor at Clean Yield Asset Management with a Series 65 designation and experience spanning roles at KeyTranche, Inc., Allianz Global Investors, and Sound Harbor Partners. He has been with Clean Yield Asset Management since 2024. Clean Yield Asset Management advises individuals, institutions, trusts, and foundations, managing discretionary equity and balanced portfolios with a focus on environmental and social screening. The firm uses detailed exclusionary screens and integrates financial analysis with client-specific social criteria, offering services such as retirement plan rollovers and alternative impact investments.