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.

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.

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.

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.

Duane Love is a financial advisor at Princeton Global Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has prior work history with New England Securities and D.E. Lave Associates, Inc. Outside of his advisory role, he has been retired since 2010. 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 considers macroeconomic, currency, and geopolitical factors, tailoring portfolios to clients’ specific needs and risk profiles.

Jason Rapp is a financial advisor at Dumont & Blake Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Byrne Asset Management LLC and Md Sass. Dumont & Blake Investment Advisors provides discretionary and non-discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, and business entities. The firm employs a multi-discipline equity framework alongside ETF, dividend/yield, and tactical strategies to construct diversified, sector-aware portfolios.

Nicole Baptista is a CFP® professional at Glen Eagle Advisors, LLC with one year of industry experience and six years at the firm. Her prior work includes roles at Camassa Law Firm, Sam's Club, and Stevens Institute of Technology. Glen Eagle Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental and technical analysis within a generally buy-and-hold investment approach, offering both discretionary and non-discretionary portfolio management alongside written financial planning services.

Matthew Wallack is a CFA® charterholder with 16 years of experience in the financial industry. He has been with Roundview Capital, LLC since 2014. Roundview Capital provides investment advice and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a mix of fundamental and technical analysis to pursue long-term, risk-adjusted after-tax returns and manages approximately $1.88 billion in regulatory assets, serving a diverse client base that includes institutional and governmental entities.

Simmerpal Bains is a financial advisor with White Knight Strategic Wealth Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 21 years before joining White Knight in 2019. Bains also acts in fiduciary capacities such as trustee and personal representative. White Knight Strategic Wealth Advisors serves individuals, families, trusts, nonprofits, and businesses, including high-net-worth clients, providing fiduciary investment advisory and financial planning services. The firm combines fundamental and technical analysis to manage diversified, tax-aware portfolios, typically on a discretionary basis, and integrates held-away accounts through the Pontera platform.

Ryan Vogel is a CFP® with 19 years of industry experience, currently serving at Novi Wealth Partners in Princeton, NJ. He previously worked at Private Wealth Management Group, LLC. Vogel serves as treasurer for the board of Trinity Counseling Services, a nonprofit organization. Novi Wealth Partners is a fee-only firm providing financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients. The firm emphasizes an asset-allocation first and planning-driven investment approach, with portfolios primarily implemented through Schwab and SEI platforms and a focus on passive core investments supplemented by targeted asset categories.

Jay Lipschutz is a financial advisor at Glen Eagle Advisors, LLC with 19 years of industry experience and a Series 66 designation. He is also a partner in the accounting firm Cahan Somerman Spewak & Lipschutz, where he devotes the majority of his time. He has been affiliated with Cahan Somerman Spewak & Lipschutz since 1989. Glen Eagle Advisors provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a client-specific assessment process combined with fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management along with access to third-party managers and consulting for corporate retirement plans.

Paul Burcher is a financial advisor with White Knight Strategic Wealth Advisors, LLC, holding a Series 63 designation and possessing 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 22 years before joining White Knight Strategic Wealth Advisors in 2019. Outside of his advisory role, he owns and operates Shadowcat Jewelry, a jewelry production and sales business. White Knight Strategic Wealth Advisors serves individuals, high-net-worth clients, trusts, businesses, and non-profits, offering financial planning and discretionary asset management. The firm emphasizes tax efficiency and cost control through broadly diversified, long-term investment allocations and uses third-party technology to manage held-away accounts for tax-aware rebalancing.

Robert Spadaford is a financial advisor at Princeton Global Asset Management LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Cantor Fitzgerald Wealth Partners and PrePair Financial prior to joining Princeton Global Asset Management in 2017. He is also a licensed insurance agent and registered representative, occasionally offering commissionable products to clients. Princeton Global Asset Management provides discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as institutional clients such as pension, retirement, foundation, and endowment plans. The firm employs a fundamentally driven investment process that incorporates global macro, currency, and geopolitical analysis to construct customized portfolios, often using third-party platforms and independent manager allocations.

Daniel Clifford is a financial advisor at White Knight Strategic Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2019 before joining White Knight in 2019. White Knight Strategic Wealth Advisors serves individuals, high-net-worth clients, trusts, businesses, and non-profits by providing financial planning, discretionary asset management, and implementation assistance. The firm emphasizes tax efficiency and cost control through broadly diversified, long-term investment strategies and conducts regular portfolio reviews using third-party technology to manage held-away accounts.

William Kufta is a financial advisor at Princeton Global Asset Management LLC with eight years of industry experience. He holds the Series 65 designation and has been with the firm since 2016. 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 uses a fundamentally driven investment process incorporating global macro, currency, and geopolitical analysis to create customized portfolios and employs third-party platforms to manage held-away accounts and implement specific strategies.

Susan Michel is a financial advisor at Glen Eagle Advisors, LLC with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Glen Eagle Advisors since 2003. In addition to her advisory role, she is the owner and president of Glen Eagle Investments, Inc., a cheese import business that she manages on a limited basis outside of securities trading hours. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models combined with fundamental and technical analysis. The firm serves a diverse client base including high net worth individuals, pension plans, trusts, and charitable organizations, and offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting.

George Wislar is a financial advisor at Princeton Global Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Princeton Global since 2020, following seven years at Acuity Wealth Management. Princeton Global Asset Management offers discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm’s investment approach is based on fundamental analysis combined with macroeconomic, currency, and geopolitical considerations, tailoring portfolios to client-specific factors and utilizing third-party managers and platforms to enhance service delivery.

Bruce Altschuler is a financial advisor at Carnegie Lake Advisors LLC with 41 years of industry experience. He holds a Series 63 designation and previously worked at Highlander Capital Management, LLC and Highlander Capital Group, Inc. from 1997 to 2024. Carnegie Lake Advisors LLC offers individualized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm utilizes a tailored asset allocation framework combined with fundamental, qualitative, and cyclical analysis methods.