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.

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. 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.

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.

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.

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 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.

James Mc Garry is a CFP®-designated financial advisor with 22 years of industry experience. He has worked at Navellier & Associates Inc. since 2014 and previously held roles at Edelman Financial Services, Chase Investment Services, Equitable Advisors, and MetLife Investment Fund Services. At Navellier, he serves as Senior Director of Private Client Services, providing private account management to high net worth clients. Navellier & Associates offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, pension plans, and registered investment companies. The firm employs a quantitative and fundamental investment process, constructing concentrated and diversified equity portfolios alongside tactical ETF, covered-call, and dividend-focused strategies.

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® professional with 19 years of industry experience, currently serving at Novi Wealth Partners in Princeton, NJ. He has been with the Private Wealth Management Group, LLC since 2013. Vogel also serves as Treasurer on the board of Trinity Counseling Services, a nonprofit organization. Novi Wealth Partners is a fee-only firm managing approximately $492 million in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate plans. The firm employs a documented asset-allocation process focused on passive core exposures, tax-aware portfolio construction, and risk management, supported by a team of eight advisors and six CFP practitioners.

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.