David Loesser is a CFP® with 22 years of industry experience and has been with The Estate Planners Group since 2006. He holds Series 63 and Series 66 licenses and serves as managing member and manager for multiple pooled investment vehicles through affiliated entities. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and consulting, often managing client accounts on a discretionary basis with diversified allocations and fundamental analysis.

Jesse D'Elia is a CFP® with 12 years of industry experience, currently serving as an advisor at Attleboro Wealth Management LLC since 2025. He previously worked at The Vanguard Group, Inc. for 11 years. Outside of his advisory role, he is involved in residential home improvement and renovation for resale through his ownership of B. E. 2A Properties LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by offering asset management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer, utilizing various asset-allocation strategies and managing portfolios across a broad range of securities.

Nicholas Noto is a financial advisor at Millstone Financial Group with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Noto completed eight years as a full-time student before beginning his advisory career. Millstone Financial Group advises individual investors, business owners, and retirement plans, offering asset management, financial planning, consulting, and ERISA plan services. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis, with portfolio oversight that may include sub-advisors and third-party managers.

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.

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.

James Lewers is a CFP® and ChFC® with 27 years of industry experience. He is currently affiliated with Brick & Kyle Associates Inc and Coastal Equities, Inc, having worked at Brick & Kyle since 2013 and Coastal Equities since 2014. Brick & Kyle Associates provides discretionary portfolio management and written financial planning services to individual and institutional clients, including high-net-worth individuals, pensions, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis along with asset allocation techniques to manage accounts on a discretionary basis with regular reviews.

Richard Sichel is a financial advisor at TritonPoint Partners, LLC with credentials including Series 63 and Series 65 licenses. He has 28 years of industry experience, having previously worked at The Philadelphia Trust Company for 27 years before joining TritonPoint Partners in 2026. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm’s investment approach integrates long-term asset allocation using quantitative and fundamental analysis across public equities, fixed income, and private-market alternatives, supported by technology-enabled tools including generative artificial intelligence.

Michael Sullivan is a financial advisor at The Estate Planners Group with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with the firm since 2006. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and consulting, using fundamental analysis and diversified allocations across various asset classes.

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.

Devin Starr is a financial advisor at Novi Wealth Partners in Princeton, NJ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at LPL Financial, Northwestern Mutual, and AXA Advisors. He is also a member of the Freehold Township Independent Fire Company, serving since 2017. Novi Wealth Partners offers comprehensive financial planning and discretionary investment management on a fee-only basis, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients. The firm employs an asset-allocation first, planning-driven approach with portfolios emphasizing a passive core and strategic tilts toward small-cap, value equities, and alternatives.

Luke Lino is a financial advisor at Millstone Financial Group with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in wealth management and investment services. Outside of advisory work, he is also active as a licensed insurance agent. Millstone Financial Group serves individual investors, business owners, and retirement plans, offering asset management, financial planning, and ERISA plan services. The firm’s investment process incorporates fundamental, technical, and cyclical analysis, with regular client reviews and the use of sub-advisors to manage portfolios.

Anthony Schaub is a CFP® and Series 63 licensed advisor with three years of industry experience. He is currently with Novi Wealth Partners, a firm where he has worked for one year. Prior to this, he held roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several other companies. Novi Wealth Partners is a fee-only advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients. The firm employs a planning-driven, asset allocation–focused investment approach that emphasizes passive core portfolios complemented by targeted allocations to small-cap, value equities, and alternatives.

Ryan Dunn is a financial advisor at Novi Wealth Partners with 11 years of industry experience. He holds a Series 65 designation and has been with Private Wealth Management Group, LLC since 2013. Novi Wealth Partners serves individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate pension and 401(k) plans. The firm provides comprehensive financial planning and both discretionary and non-discretionary investment management on a fee-only basis, managing approximately $492 million in assets through a team of eight advisors.

Michele Later is a financial advisor at Cordatus Wealth Management LLC with six years of industry experience. Before joining Cordatus and Prospera Financial Services in 2021, she worked at Wells Fargo Clearing Services, LLC for 34 years. Michele holds a Series 66 designation. Cordatus Wealth Management serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes financial planning as the basis for portfolio construction and offers proprietary investment programs that incorporate fundamental and trend analysis along with risk management.

Prather Hill is a financial advisor with Sovereign Financial Group, Inc., holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm employs a long-term investment approach using low-cost, diversified mutual funds and ETFs, complemented by individual securities and tactical strategies, and offers a range of portfolio management, financial planning, and cash-management solutions.

Tara Bansal is a CFP® with 17 years of industry experience, currently serving at Princeton Global Asset Management LLC since 2020. Her prior roles include positions at Positive Impact Consulting LLC and Novi Wealth Partners. She provides life coaching services and teaches courses at Princeton Adult School each fall and spring. Princeton Global Asset Management offers discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm employs a fundamentally driven investment process incorporating global macro and geopolitical analysis to construct customized portfolios, often using third-party platforms for held-away account management.

Ian Brick is a financial advisor at Brick & Kyle Associates Inc with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Owowcow Creamery for three years and spent ten years in the education sector. Brick & Kyle serves individual and high-net-worth clients as well as institutional entities, providing discretionary portfolio management and written financial planning. The firm employs a combined fundamental, technical, and cyclical investment approach across multiple asset classes and manages roughly $492 million for a client base that includes pensions, trusts, corporations, estates, and charitable organizations.

Brett Shaver is a CFA® charterholder with 18 years of industry experience. He has worked at Princeton Global Asset Management LLC since 2016 and previously at Merrill Lynch Investment Managers. Princeton Global Asset Management provides discretionary investment supervisory services and financial planning for individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm employs a fundamentally driven investment process integrating global macro, currency, and geopolitical analysis to construct customized portfolios across equity, fixed income, and balanced strategies.

Mark Byelich is a Certified Financial Planner® with 25 years of industry experience. He is currently with Attleboro Wealth Management LLC and has previously worked at Purshe Kaplan Sterling Investments, Inc. and Kestra Financial Services, Inc. Outside of his advisory role, he serves on the board of The Newtown Theatre, a nonprofit community theater, and is a licensed insurance agent. Attleboro Wealth Management advises individual and high-net-worth clients, trusts, estates, broker/dealers, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a centralized investment process using fundamental, quantitative, qualitative, and sector analysis to guide asset allocation, and offers tax-related services alongside its investment offerings.

Richard Moseley is a financial advisor at Princeton Global Asset Management LLC with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Moseley’s prior experience includes roles at Alpha Risk Management, Barclays Capital Inc., and Lehman Brothers Inc. He serves on the board of Advisor Engine, participating in quarterly meetings and weekly calls. Princeton Global Asset Management provides discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm employs a fundamentally driven investment process incorporating global macro, currency, and geopolitical analysis to construct customized portfolios with U.S., international, and global exposure.