Peter Ostensen is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and two years of industry experience. Prior to joining Geremia Financial Services, he worked at Fairfield University and Xaverian High School. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic framework combined with bottom-up security selection, and uses options primarily for hedging within a wrap fee program structure.

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.

Cheryl Harris is a financial advisor at Carnegie Lake Advisors LLC with 41 years of industry experience. She holds a Series 63 designation and previously worked for Highlander Capital Management LLC and Highlander Capital Group, Inc. for over three decades combined. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to individual and high-net-worth clients, as well as trusts, pension plans, and business entities. The firm uses a tailored asset management approach with continuous monitoring and periodic rebalancing, employing fundamental, qualitative, and cyclical analysis methods within a strategic asset-allocation framework.

Karamjeet Mangat is a CFP® professional with 42 years of experience in the financial services industry. He has worked at White Knight Strategic Wealth Advisors, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. White Knight Strategic Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, businesses, and non-profits, offering financial planning and discretionary asset management. The firm emphasizes broadly diversified, tax-efficient, long-term investment strategies and manages most client accounts on a discretionary basis within a seven-advisor team.

Christopher Acquaviva is a financial advisor at Cross Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at firms including JPMorgan Chase Bank and Merrill. Cross Financial Advisors serves a diverse client base including individuals, high-net-worth clients, families, and retirement-plan sponsors, providing investment management, financial planning, and consulting services. The firm follows diversified asset-allocation strategies and operates multiple offices, offering access to both in-house and third-party investment resources.

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.

Matthew Sottile is a financial advisor with Bravias Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at David Lerner, LLC for 14 years before joining Bravias Financial in 2018. Outside of his advisory role, Mr. Sottile owns Wall Street Chef, a catering and private chef business, and is President of Cor8Life, a company focused on organic food products and recipe testing. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm uses a model portfolio approach tailored to clients’ risk tolerance and includes access to a broad range of asset classes.

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.

Robert Voccola is a CFA® charterholder with 10 years of industry experience. He has worked at Investment Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and MDX Wealth Management. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with a focus on value investing, utilizing a range of strategies including tactical asset allocation, derivatives, and allocations to various fund types and independent managers.

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.

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.

Francis Keene is a CFP® with three years of industry experience, currently serving as a financial advisor at Princeton Global Asset Management LLC. Prior to joining Princeton Global Asset Management in 2021, he worked at Bryn Mawr Trust and PNC Wealth Management, where he accumulated a total of 19 years of experience. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm’s investment approach is based on fundamental analysis and tailored portfolios that consider clients’ risk tolerance, time horizon, liquidity needs, and tax considerations.

Andrew Koltunowicz is a financial advisor with Paradigm Investment Advisory, LLC and holds Series 65 and Series 66 licenses. He has 14 years of industry experience, including roles at Macquarie Investment Management Business Trust, Delaware Investments, and Lord, Abbett & Co. LLC. Paradigm Investment Advisory, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, and businesses. The firm emphasizes customized, primarily discretionary portfolio management with a long-term focus, incorporating institutional funds, ETFs, equities, fixed income, and third-party managers.

Adam Sussman is a financial advisor at Bravias Financial with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bravias Capital Group since 2017, following four years at 180 South Group. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, providing discretionary investment management and financial planning. The firm manages approximately $181 million in assets across 400 client relationships, using a model portfolio approach that incorporates various asset classes and includes financial planning as part of its investment management services.

Zhaonian Chen is a financial advisor at Byrne Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Byrne Asset Management since 2014. 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 alongside fundamental research and quantitative analysis, offering customized portfolios and publicly discloses performance for certain strategies, which is uncommon among its peers.

Gregg Abella is a financial advisor at Investment Partners Asset Management with 27 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Gregg previously worked for T.R. Winston & Company, LLC for 17 years and has been with Investment Partners Asset Management since 2000. Investment Partners Asset Management is a SEC-registered firm serving individuals, high-net-worth clients, business entities, trusts, estates, and pension or profit-sharing plans. The firm employs a value-oriented investment approach using equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and derivatives, managing approximately $333 million in client assets.

Richard Sichel is an advisor at TritonPoint Partners, LLC in Princeton, NJ. He holds Series 65 and Series 63 licenses and has over 28 years of industry experience, including 27 years at The Philadelphia Trust Company and one year at TritonPoint Partners. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm employs a long-term asset allocation strategy based on modern portfolio theory, incorporating quantitative and fundamental analysis across public equities, fixed income, and private-market alternatives, and uses generative artificial intelligence to support its research and client services.

James Kilcommons is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop strategies tailored to their short-, mid-, and long-term financial goals. He provides guidance on a range of financial matters including investing, retirement planning, and managing unexpected expenses. Additionally, he facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. His expertise includes helping individuals manage various financial priorities, from purchasing a home and saving for college to addressing healthcare needs and elder care. James works collaboratively with clients to define goals, select portfolio strategies aligned with those goals, and provide ongoing advice to adapt portfolios as clients' situations evolve. James holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Seton Hall University.