Alan Stern is a financial advisor at Stern Capital Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Stern Capital Management since 2015. Stern Capital Management provides portfolio management, financial planning, and retirement rollover advice primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and plan participants. The firm uses model asset allocation portfolios invested mainly in mutual funds and ETFs, managing accounts to stated portfolio goals through institutional custody arrangements.

Robert Mule is a financial advisor with Nigido Mullin Investment Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with Foresters Equity Services, Inc. since 2012. Outside of his advisory role, he is involved in life and health insurance sales and operates a CPA and tax preparation business providing bookkeeping, Medicare advice, and general business consulting services. Nigido Mullin Investment Strategies, LLC offers discretionary investment supervisory services to individuals, trusts, estates, pension plans, and IRAs, managing approximately $13.2 million in client assets. The firm’s investment approach is based on fundamental analysis and tailored portfolios, with a small client roster managed continuously by a three-advisor team.

David Walter is a Certified Financial Planner® (CFP®) with 23 years of industry experience. He has been with Halberstadt Financial Consultants, Inc. in Princeton, NJ since 2000. Halberstadt Financial Consultants provides portfolio management, financial planning, and consulting services primarily to individual clients, including both high-net-worth and non-high-net-worth individuals, as well as various institutional and business entities. The firm integrates investment, tax, and insurance services and manages portfolios using equities, bonds, mutual funds, and ETFs, offering both discretionary and non-discretionary account management.

Manan Chavda is a financial advisor at WP Asset Management with a Series 65 designation and no prior industry experience. He has worked at Wealth Planning Advisory Group since 2016 and at Wealth Planning Asset Management LLC since 2026. WP Asset Management provides discretionary and non-discretionary portfolio management and wealth-planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of analytical methods and offers a broad range of investment strategies across various instruments.

Jie Hayes is a financial advisor at Songbird Capital, LLC in Princeton, NJ, holding a Series 65 designation with 14 years of industry experience. Jie has been with Songbird Capital Advisor LLC since 2011. Songbird Capital serves individual and high-net-worth clients, as well as trusts, endowments, foundations, charitable organizations, institutions, and family offices. The firm offers customized investment management, outsourced CIO services, and financial planning, combining top-down asset allocation with bottom-up security selection and emphasizing institutional-quality research and operational due diligence.

Kendall Hamilton is a financial advisor at Hamilton & Company in Princeton, NJ, holding a Series 65 designation. Hamilton has been associated with Hamilton, Johnston & Co., Inc. since 2003. Hamilton & Company provides independent investment consulting to endowments, foundations, retirement plans, high-net-worth families, and family offices. The firm focuses on portfolio-level advice, including asset allocation and manager evaluation, without recommending individual securities or accepting discretionary asset-management authority.

Adrian Colarusso is a CFP® and CFA® with 10 years of industry experience. He is currently an Investment Adviser Representative at Target Rock Wealth Management, LLC and Willow Partner Advisors, LLC. Prior to this, he spent six years at BlackRock Investments, LLC. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm uses a combination of passive index-based funds, ETFs, fundamental analysis, and due diligence, and it can create customized ESG portfolios upon request.

Peter Altman is a financial advisor at Altman Investment Management LLC in Princeton, NJ, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Altman Investment Management since 2001. Altman Investment Management provides customized portfolio management and investment consulting to a select client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with macroeconomic review to manage accounts on both a discretionary and non-discretionary basis, emphasizing long-term trading with a margin-of-safety approach.

Matthew Granizo is a financial advisor at Talisman Wealth Advisors, LLC, holding a Series 65 designation. He joined the firm in 2026 and previously worked at The College of New Jersey (TCNJ) for ten years. Talisman Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $251 million on a discretionary basis for about 141 clients, focusing on diversified, low-cost portfolios using a Modern Portfolio Theory framework with attention to tax minimization and behavioral finance.

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.

Feng Peng is a financial advisor at Linden Rose Investment LLC with nine years of industry experience. He holds a Series 65 designation and has been with Linden Rose Investment since 2017. Prior to this, he worked at Ossen Innovation Co. Ltd. from 2013 to 2016. Linden Rose Investment LLC provides discretionary investment management services to individuals, qualified retirement plans, trusts, and small businesses, as well as acting as investment adviser to a pooled private investment vehicle. The firm employs a value-oriented, concentrated equity approach focused on long-term capital preservation and manages approximately $96.4 million in discretionary assets.

Andrew Wigton is a financial advisor at Merrion Investment Management Co., LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrion Securities, LLC from 2006 to 2022 before joining Merrion Investment Management Co. in 2022. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets and provides portfolio management services to individuals, family trusts, non-profit organizations, pension plans, corporations, and institutional clients. The firm employs a research-based investment process focused on exchange-traded equities and fixed-income securities, and uses techniques such as borrowing and derivatives in separately managed accounts to implement positioning or hedging strategies.

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.

Stephen Brozak III is a financial advisor at WBB Securities, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WBB Securities and its predecessor firm since 2001. Outside of his advisory work, he is the sole owner of Brozak, DeJean & Associates, LLC, a non-investment related entity established for tax purposes. WBB Securities offers investment advisory and broker-dealer services to individual clients, pension plans, charitable organizations, corporations, and other advisers. The firm combines asset allocation and customized portfolio construction using fundamental, technical, and charting analysis, serving clients through discretionary or non-discretionary managed accounts.

James Travisano is a financial advisor at Covington & Associates, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Covington & Associates since 2012. Covington & Associates, Inc. provides personalized investment advisory and portfolio management services to individuals, corporations, pension plans, foundations, and trusts. The firm employs a combination of macroeconomic perspective, fundamental analysis, and traditional value investing to build customized portfolios, managing approximately $279.5 million in assets across 43 client accounts.

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.

Gregg Auerbach is a financial advisor with Meadowbrook Advisors, holding Series 63 and Series 65 credentials and more than 35 years of industry experience. He previously worked at RBC Capital Markets for 16 years before joining Meadowbrook Advisors and Purshe Kaplan Sterling Investments in 2025. He is also a licensed insurance agent and spends a portion of his time implementing insurance recommendations. Meadowbrook Advisors is an SEC-registered firm providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, nonprofits, and retirement plans. The firm utilizes a mix of ETFs, mutual funds, individual securities, and other investment vehicles, combining fundamental analysis with Modern Portfolio Theory in a primarily long-term approach.