Jacqueline Di Stefano is a Series 65-licensed financial advisor at Empirikal Partners LLC with three years of industry experience. Her background includes roles at Invst, LLC Dba Levine Financial Group and Park Avenue Securities, among others. She is also involved with Little Fish Consulting, LLC. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning and consulting, with portfolios tailored to client objectives and risk tolerance.

Jonathan Tomassi is a financial advisor at Star Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm follows a relationship-oriented process emphasizing fundamental analysis and offers portfolio management through proprietary Wrap fee programs.

Brenden Leese is a financial advisor with Novi Wealth Partners in Princeton, NJ, holding a Series 65 designation and six years of industry experience. He has worked at Novi Wealth Partners since 2019 and previously at Radnor Financial Advisors Inc. in 2018, as well as at Temple University from 2015 to 2018. Novi Wealth Partners provides comprehensive financial planning and discretionary investment management on a fee-only basis to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients. The firm’s investment process is asset-allocation first and planning-driven, emphasizing a passive core with intentional overweighting of small-cap and value equities and a focus on tax-sensitive asset location.

Hyder Agha is a financial advisor with White Knight Strategic Wealth Advisors, LLC in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 15 years before joining White Knight Strategic Wealth Advisors in 2019. White Knight Strategic Wealth Advisors serves individuals, high-net-worth clients, trusts, businesses, and non-profits by providing financial planning and discretionary asset management. The firm employs a team approach with seven advisors, managing over $178 million in assets and focusing on diversified, tax-efficient investment strategies combined with fundamental and technical analysis.

John Ryan III is a financial advisor with Glen Eagle Advisors, LLC in Kingston, NJ, holding Series 63 and Series 65 licenses with eight years at the firm and additional prior experience at CFT Securities, LLC and Quellos Capital Management LP. He has been affiliated with Glen Eagle since 2018. 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 approach using fundamental and technical analysis, generally favoring a buy-and-hold strategy supplemented by rebalancing and downside protection, and offers access to institutional strategies and alternative investments for qualified clients.

Marc Kane is a financial advisor at Atlas Private Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a Certified Public Accountant since 1999, operating his own accounting firm. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Joseph Schreiner is a financial advisor at Princeton Global Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has been with Princeton Global since 2019. Prior to joining the firm, he worked at Bucknell University from 2015 to 2019. Princeton Global Asset Management provides discretionary investment management and financial planning services 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 with attention to macroeconomic, currency, and geopolitical factors, and portfolios are customized to client-specific criteria including risk tolerance and tax considerations.

Morley Goldberg is a financial advisor at Dumont & Blake Investment Advisors LLC in Princeton, NJ, holding a Series 63 designation with 24 years of industry experience. He has been with Dumont & Blake since 2000. Dumont & Blake Investment Advisors provides discretionary and non-discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, and business entities. The firm manages equity, fixed income, and balanced portfolios, employing a multi-discipline equity framework along with ETF, dividend/yield, and tactical strategies.

Arthur Ernst is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Byrne Asset Management, LLC since 2006. Byrne Asset Management provides discretionary investment advisory services and 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 discloses performance for certain strategies.

Harpreet Mangat is a CFP® professional with 25 years of industry experience. He is affiliated with White Knight Strategic Wealth Advisors, LLC, where he has worked since 2019, and previously spent 18 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he volunteers as a Sunday school teacher with the Central Jersey Sikh Association, educating children about Sikh history. White Knight Strategic Wealth Advisors provides fiduciary investment advisory and financial planning services to individuals, families, trusts, non-profits, and businesses, including high-net-worth clients. The firm uses a combination of fundamental and technical analysis to manage diversified, tax-aware portfolios on a discretionary basis and integrates held-away accounts through the Pontera platform.

Ryan Macwright is a CFP® with 18 years of industry experience. He joined Carnegie Lake Advisors LLC in 2024 after 17 years at Highlander Capital Management, LLC. Macwright has held roles managing hedge funds and related investment entities. 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 employs a tailored asset-allocation approach with active monitoring and utilizes fundamental, qualitative, and cyclical analysis methods.

Richard Martino is a financial advisor at Carnegie Lake Advisors LLC in Princeton, NJ, holding a Series 63 designation and bringing 44 years of industry experience. He previously worked for Highlander Capital Management, LLC and Highlander Capital Group, Inc. for over three decades before joining Carnegie Lake Advisors. Carnegie Lake Advisors LLC provides individualized investment advisory and portfolio management services to a range of clients, including individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a tailored asset-allocation approach featuring continuous monitoring and periodic rebalancing, utilizing fundamental, qualitative, and cyclical analysis methods.

Robert Sichel is a financial advisor with TritonPoint Partners, LLC and holds a Series 65 designation. He joined TritonPoint in 2026 after a decade at K&L Gates, LLP. 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 combines long-term asset allocation with quantitative and fundamental analysis, utilizing a mix of in-house management, independent managers, and technology-enabled tools, including generative artificial intelligence for research and client service.

Margaret Gore is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at Glen Eagle Wealth, LLC and Glen Eagle Advisors, LLC since 2019, and previously held roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, Inc., Summit Equities, Inc., and Summit Financial Resources, Inc. In addition to her advisory work, she is an insurance agent affiliated with Glen Eagle Wealth, LLC. Glen Eagle Advisors, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a client-specific assessment process and standardized asset-allocation models, combining fundamental and technical analysis with a predominantly buy-and-hold investment approach, supported by rebalancing and downside protection strategies.

Robert Dunn is a CFP® professional with 24 years of experience in financial advising. He is currently with Novi Wealth Partners in Princeton, NJ, and previously worked at Private Wealth Management Group, LLC. Novi Wealth Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients with comprehensive financial planning and discretionary investment management on a fee-only basis. The firm employs an asset-allocation first, planning-driven investment approach and emphasizes passive core portfolios with strategic overweighting in small-cap and value equities, alternatives, and tax-sensitive fixed income.

Bryn Heath is a financial advisor at Star Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Equitable Advisors, AXA Advisors, and NYLife Securities. Outside of financial services, Heath is involved with Fivestar Bath Solutions. Star Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and corporations by providing discretionary investment and portfolio management along with financial planning. The firm uses a relationship-oriented process focused on fundamental analysis to build diversified, long-term portfolios and sponsors its own Wrap fee programs.

Peter Martin is a Series 66-licensed advisor at Platform Wealth Advisors with 27 years of industry experience. He has held roles at Raymond James Financial Services and Civale, Silvestri, Alfieri, Martin & Higgins, LLC. In addition to his advisory work, Martin is a CPA and principal at Hamilton Mercer Advisors, where he provides accounting and tax services. Platform Wealth Advisors offers discretionary investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-class investment approach guided by Modern Portfolio Theory and is formally affiliated with accounting and consulting practices, supporting integrated advisory and tax services.

Philip Kiernan Jr. is a financial advisor with Carnegie Lake Advisors LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Highlander Capital Management LLC and Cantella & CO., Inc. He has a minor outside business activity involving life insurance agency work through RLM Agency. Carnegie Lake Advisors LLC offers personalized investment advisory and portfolio management services to individual and high-net-worth clients, as well as trusts, pension plans, and business entities. The firm employs a tailored asset-allocation approach with continuous monitoring and uses fundamental, qualitative, and cyclical analysis methods.

Marcell Pickens Jr. is a financial advisor at Princeton Global Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Princeton Global since 2018, previously spending six years at TD Ameritrade. Outside of his advisory role, he is co-founder and lead photographer at Evvett Marcell Photography, LLC. 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 and foundations. The firm employs a fundamental analysis approach considering macroeconomic and geopolitical factors, tailoring portfolios to clients’ risk tolerance and other preferences.

Michael Welger is a financial advisor with Cornerstone Professional Advisor Services, LLC, holding Series 63 and Series 65 licenses and offering 42 years of industry experience. He has worked at StoneX Securities Inc. since 2014 and has been president of Innovative Financial Concepts, an insurance sales business, since 2010. Welger also serves as co-trustee of a retirement trust and advises a nonprofit pet rescue organization. Cornerstone Professional Advisor Services serves individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, business entities, and charitable organizations. The firm provides discretionary portfolio management and financial planning, focusing on diversified, asset-allocated portfolios implemented mainly through passive mutual funds, ETFs, and fixed-income securities with a long-term, buy-and-hold strategy.