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.

Roman Chiokadze is a financial advisor with Ventura Wealth Management, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model portfolio and asset-allocation approach that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic evaluation.

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.

William Bromley is a financial advisor with Innova Wealth Partners, LLC in Newtown, PA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Innova Wealth Partners since 2013. In addition to his advisory role, Mr. Bromley is a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers insurance products to clients. Innova Wealth Partners provides discretionary portfolio management and financial planning for individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies across multiple asset classes and frequently utilizes specialized sub-advisors, maintaining discretionary trading authority and ongoing oversight.

Christopher Krug is a CFA® charterholder with four years of industry experience. He currently serves as an advisor at Confidence Wealth Management, Inc. and previously worked at BlackRock Investments LLC and RoundAngle Advisors LLC. Krug also provides consulting services through Krug Investment Solutions LLC, focusing on market analysis and risk management for various businesses. Confidence Wealth Management, Inc. manages approximately $454 million for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs proprietary model portfolios and a combination of passive ETFs and actively managed mutual funds, emphasizing downside risk management and diversification through discretionary and non-discretionary portfolio management.

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.

John Mc Donald is a financial advisor with LRI Investments, holding a Series 66 designation and 24 years of industry experience. He has worked at several firms, including Merrill and Principal Life Insurance Company, and currently also serves as a retirement benefit consultant at SDM, Inc. DBA JKJ Financial Services. LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion through a team of 25 professionals, offering customized portfolios emphasizing long-term asset allocation with regular reviews.

Mogammad Petersen is a financial advisor at LRI Investments with Series 63 and Series 65 credentials and seven years of industry experience. He has worked at JKJ Financial Services and M Holdings Securities since 2017 and previously held roles at Urban Outfitters and International Trimmings and Label Solutions. Petersen also serves as a retirement consultant and client service support at JKJ Financial Services. LRI Investments is a team-based firm serving individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion with a focus on customized asset allocation and a long-term investment approach that includes mutual funds, ETFs, and equities.

Morgan Downs is a financial advisor at Ventura Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory role, he serves as Co-Chair of the Young Professional Committee for the Lower Bucks Chamber of Commerce. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs model portfolios and an asset-allocation framework that integrates fundamental, quantitative, and technical analysis with risk control and macroeconomic assessment.

Michael Russo is a financial advisor with Millstone Financial Group in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Guardian Life from 2003 to 2018. Russo also dedicates approximately half of his time to his role as an insurance agent, offering life insurance products and fixed annuities. Millstone Financial Group serves individual investors, business owners, and retirement plans by providing asset management, financial planning, and ERISA plan services. The firm employs a client-focused investment approach that incorporates fundamental, technical, and cyclical analysis, alongside regular account reviews and may delegate portfolio management while maintaining oversight.

Kenneth Dysart is a financial advisor at Cordatus Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cordatus since its founding in 2016. Dysart also serves as a trustee for a friend and business partner. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm offers financial planning and portfolio management services using discretionary account management and proprietary investment strategies.

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 has previously worked at Highlander Capital Management LLC and Highlander Capital Group, Inc. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a tailored asset management approach with continuous monitoring and a variety of analytical 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.

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.

Betty Brick is an investment advisor with Brick & Kyle Associates Inc in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Coastal Equities, Inc. since 2014 and with Brick & Kyle Associates since 2013. Brick & Kyle serves individual and high-net-worth clients as well as institutional entities including pensions, trusts, corporations, estates, and charitable organizations. The firm provides discretionary portfolio management and written financial planning, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework across a range of investment vehicles.

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.

Andrew Brick is a CFP® with 31 years of industry experience. He is a principal at Brick & Kyle Associates Inc and has been with the firm since 2013. Prior to that, he worked at Coastal Equities, Inc. for 12 years. Brick & Kyle Associates serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and financial planning. The firm incorporates fundamental, technical, and cyclical analysis in its investment process and manages approximately $492 million across a diverse range of asset classes.

Matthew Carpenter is a Series 65-licensed financial advisor with six years of industry experience. He is affiliated with The Estate Planners Group and previously worked at Marwood Rest Home Inc. for 26 years. Outside of advisory work, Carpenter is involved with MSC Wealth, LLC, a personal investment business focused on rental properties. 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 third-party manager recommendations, employing fundamental analysis and diversified allocations across multiple 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.