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.

Jaclyn Campis is a CFA® charterholder with one year of experience at Tomoro LLC. She previously worked at Schroders Asset Management for eight years, Credit Suisse Asset Management for one year, and AXA US for two years. Tomoro LLC provides personalized investment advisory and financial planning services to individuals, high net worth clients, family offices, trusts, estates, foundations, and qualified retirement plans. The firm uses fundamental analysis to tailor portfolios across various asset classes, pursuing primarily long-term strategies with flexibility for shorter-term trades when appropriate.

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.

Gregory Guenther is a financial advisor at GRANTvest Financial Group LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GRANTvest since 2020 and at Calton & Associates, Inc. since 2013. Outside of his advisory role, Guenther is involved in insurance sales and owns an LLC for tax filing purposes. GRANTvest Financial Group provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in assets and emphasizes diversified, ETF-focused portfolios tailored to client goals and risk tolerance.

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.

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.

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.

David Sutton is a financial advisor at Tomoro LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Park Avenue Securities, Guardian Life Insurance Company, and Penn Mutual Life Insurance Company. Sutton is also involved with Invst LLC, an RIA based in Indianapolis. Tomoro LLC provides investment advisory and financial planning services to a range of clients including individuals, high net worth clients, family offices, and qualified retirement plans. The firm employs fundamental analysis and a diverse mix of investment vehicles, focusing primarily on long-term strategies while allowing shorter-term trades as needed.

Christopher Vining is a financial advisor with Empire Financial Management Company, LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has been with Empire Financial Management and its related entity Empire Asset Management Company since 2016. Outside of finance, Vining was involved with New World Bistro Bar from 2014 to 2020. Empire Financial Management Company provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm uses a tailored asset allocation approach primarily involving equities, fixed income, and cash equivalents, with regular account reviews and options for outside manager recommendations.

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.

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.

David Mozeika is a financial advisor with Tomoro LLC based in Colts Neck, NJ, holding a Series 66 credential and with 24 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved in software development and planning platforms aimed at improving client savings and financial organization. Tomoro LLC provides personalized investment advisory and financial planning services to a diverse client base including individuals, family offices, trusts, and foundations. The firm utilizes fundamental analysis and a range of investment vehicles to tailor portfolios, generally focusing on long-term strategies while allowing for tactical adjustments to meet client goals.

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.

George Drawbaugh is a financial advisor with Grantvest Financial Group LLC and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at LifeMark Securities Corp. and Securities America Inc. Drawbaugh also operates Drawbaugh Financial, LLC, which provides employee benefits and insurance services, and he has been involved with College Funding Associates, LLC, assisting families with the college planning process. Grantvest Financial Group offers wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm manages approximately $230 million in client assets and typically develops diversified, ETF-focused portfolios tailored to client goals and risk tolerance.

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 Colitsas is a financial advisor with OMNI 360 Wealth, Inc. in Plainsboro, NJ, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Princeton Financial Group, LLC and OMNI 360 Wealth, Inc. since 2012, and previously at Thomas Colitsas & Associates, P.A. from 1999 to 2018. Outside of his advisory role, he is the owner and proprietor of Princeton Financial Group, LLC and a managing partner at Thomas Colitsas & Associates, P.A. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm uses fundamental, technical, and cyclical analysis to guide asset allocation and security selection, emphasizing diversification and alignment with client goals and risk tolerances, and integrates related services including tax, accounting, and estate planning under one operational structure.

Ben Duronio is a financial advisor at Invst, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, he serves as an assistant wrestling coach at Ocean Township High School. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis.

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.

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.