Patrick Magnuszewski is a CFP® with five years of industry experience, currently at Q3 Advisors, LLC. His prior roles include positions at Fidelity Investments and The Vanguard Group. Outside of his financial career, he works as an independent contractor providing pet care services. Q3 Advisors offers financial planning and tax-focused consulting services to individual clients, emphasizing fixed-fee engagements without managing investment portfolios or recommending specific securities.

Timothy Vickrey is a financial advisor at Andrew Garrett, Inc. with 31 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. His professional credentials include Series 63, Series 65, and Series 66 licenses. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement-rollover advice. The firm employs a multi-platform investment model, utilizing sub-advisers and program sponsors to implement strategies tailored to client suitability profiles.

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. She also provides life coaching services and teaches at Princeton Adult School each fall and spring. Prior to her current role, she has been involved with Positive Impact Consulting LLC since 2017. 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 integrating global macro, currency, and geopolitical analysis to create customized portfolios, often using third-party platforms and independent managers to manage held-away assets and specialized strategies.

Ian Brick is a financial advisor at Brick & Kyle Associates Inc with a Series 65 designation and two years of industry experience. Prior to joining Brick & Kyle Associates, he worked at Owowcow Creamery for three years and spent a decade in education. Brick & Kyle Associates provides discretionary portfolio management and written financial planning to individual and institutional clients, including high-net-worth individuals, pensions, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis alongside asset-allocation techniques to construct portfolios, managing accounts on a discretionary basis with regular reviews.

Brett Shaver is a CFA® charterholder with 18 years of industry experience. He has worked at Princeton Global Asset Management LLC since 2016 and has a prior background with Merrill Lynch Investment Managers dating back to 2006. 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 that incorporates global macro, currency, and geopolitical analysis to construct customized equity and fixed income portfolios, often employing third-party platforms for held-away account management and independent manager allocations.

Patrick Hehir is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Andrew Garrett, Inc. since 2007. He is also involved in selling health insurance through Princeton Financial. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, employing a multi-platform investment approach with discretionary and non-discretionary management across various asset classes and advisory programs.

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 Series 63, 65, and 66 licenses and has worked at Princeton Global Asset Management since 2019. Moseley also serves on the board of Advisor Engine, participating in quarterly meetings and weekly calls. 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 combines fundamental analysis with macroeconomic, currency, and geopolitical considerations, tailoring portfolios to client-specific factors and employing third-party managers and technology platforms for specialized strategies and held-away account management.

Anthony Carrino is a CFP® and ChFC® with 23 years of experience in the financial industry. He has worked at Roble Asset Management and Emmet & Company since 2003, and also maintains roles at First Institutional Securities LLC and CPA Investment Solutions, LLC. Carrino operates Sycamore Consulting, a sole proprietorship focused on investment consulting. Roble, Belko and Company is an SEC-registered investment adviser managing discretionary portfolios for individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, multi-step investment process emphasizing strategic asset allocation, a core/satellite approach, and incorporates both traditional and non-traditional strategies, including options and derivatives, with ongoing portfolio monitoring and quarterly reviews.

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.

Andrew Albano is a financial advisor with LRI Investments and holds a Series 65 designation. He has one year of industry experience, including roles at JKJ Financial Services, Link Logistics, First Citizens Bank, BGC Group, and Prudential Financial. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers customized investment management and retirement plan consulting, with a focus on ongoing portfolio supervision and tailored strategies aligned to client objectives.

Jason Rapp is a financial advisor at Byrne Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Byrne Asset Management since 2019. Prior to that, he worked at Md Sass from 2010 to 2018. Byrne Asset Management provides discretionary investment advisory services and financial planning primarily to high-net-worth individuals and select institutional clients, using a proprietary valuation model combined with fundamental and quantitative research. The firm also offers customized asset allocation strategies and maintains transparency through public performance disclosures for certain model portfolios.

Lidia Amodei is a CFP® and CFA® with 30 years of industry experience. She is currently with Attleboro Wealth Management LLC and has previously worked at Allspring Funds Management, LLC and Wells Fargo Funds Management, LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by providing asset management, portfolio management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer and utilizes various asset-allocation strategies across a broad range of securities.

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.

Christopher Loesser is a financial advisor at The Estate Planners Group with a Series 65 credential and one year of industry experience. He has been involved with Hundredfold Consulting LLC since 2022 and serves as principal and owner of Northgreen Consulting LLC, a nonprofit consulting firm. Additionally, he has been affiliated with Intervarsity Christian Fellowship / USA from 2011 to 2025. The Estate Planners Group is a six-advisor team managing approximately $421–422 million across several hundred client accounts. The firm provides discretionary portfolio management and financial planning primarily to individuals, including high-net-worth clients, and offers fee-based public classes on financial and retirement planning. Its investment approach emphasizes fundamental analysis, diversification, and the use of both internally managed portfolios and recommended third-party managers, supplemented by affiliated private-fund sponsorship and related activities.

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.

Avery Dysart is a financial advisor at Cordatus Wealth Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Cordatus, Dysart worked at Prospera Financial Services and held various roles including student and part-time positions. Cordatus Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes discretionary account management and financial planning, offering proprietary investment programs that incorporate fundamental and trend analysis alongside risk management.