Kingston, NJ Office

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.

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.

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.

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.

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.

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.

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.

James Oboyle IV is a financial advisor with Glen Eagle Advisors, LLC in Kingston, NJ, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at CBIZ Inc., EquityZen Securities LLC, and Wells Fargo Securities, LLC, as well as service in the United States Marine Corps. 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 client-specific assessments combined with fundamental and technical analysis within a primarily buy-and-hold investment approach, using both discretionary and non-discretionary portfolio management strategies.

Robert Michel is a financial advisor at Glen Eagle Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Glen Eagle Advisors and Glen Eagle Wealth, LLC since 2016. Outside of advisory work, he is a principal and chief investment officer of Glen Eagle Investments Inc., which also operates as a specialty importer. Glen Eagle Advisors, LLC provides investment management and financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm uses a client-specific assessment process combined with fundamental and technical analysis to construct portfolios, employing a generally buy-and-hold strategy with rebalancing and downside protection when appropriate.

Ann Monaghan is a financial advisor at Glen Eagle Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Redwood Wealth Management Group, Bank of America, and Merrill. Outside of her advisory roles, she has been involved with the Princeton Tiger Aquatics Club since 2010. Glen Eagle Advisors, LLC provides investment management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm uses client-specific assessments alongside fundamental and technical analysis to construct portfolios, generally following a buy-and-hold approach with rebalancing and downside protection strategies.