Michael Karris is the sole advisor at EndowBridge Capital, LLC in Princeton, NJ, holding Series 63 and Series 65 designations with 10 years of industry experience. He has been with EndowBridge Capital since 2013. EndowBridge Capital provides discretionary investment management and sub-advisory services primarily to institutional and nonprofit clients such as endowments, foundations, and pension plans. The firm offers balanced growth and income strategies implemented through transparent, low-cost ETF portfolios guided by a modern endowment investment approach.

Robert Gregov is a CFP® and CFA® with 21 years of experience in financial advising. He has been with Roche Financial Partners LLC since 2004. Roche Financial Partners LLC is an independent firm providing continuous financial oversight and discretionary investment management to individual clients and their families. The firm employs a diversified, tax-aware asset allocation strategy using low-cost index funds and incorporates derivatives in separately managed accounts to manage risk, with portfolios tailored to client specifications.

Peter Pandolfo Jr is the sole advisor at Pandolfo Capital, LLC, an independent registered investment adviser based in Robbinsville, NJ. He holds Series 63 and Series 65 designations and has 26 years of industry experience, leading his firm since 2008. Pandolfo Capital provides discretionary portfolio management to individuals and various organizational clients, including pension plans, trusts, and charitable organizations. The firm employs a fundamental, value-oriented investment approach with concentrated portfolios and maintains a tailored, discretionary relationship with its clients.

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Ali Moghadam is an investment advisor at Taxio LLC with a Series 65 designation and one year of industry experience. He has held roles at Reliance Matrix as Vice President of Financial Planning & Analysis and is also involved with Posimistiq Studios, a venture focused on mental health storytelling across various media platforms. Taxio LLC provides wealth management and investment advisory services primarily to individual clients, emphasizing tax-advantaged investing, comprehensive financial planning, and separately managed accounts. The firm employs a research-intensive, principle-driven investment approach that incorporates tax strategy integration and technology tools to support decision-making.

Kedrick Sackey is a financial advisor at Princeton Wealth Management Alliance, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Princeton Wealth Management Alliance since 2018, following a three-year tenure at SeaCrest Wealth Management. Outside of his advisory role, he is a partner providing business advice for a medical home healthcare services company. Princeton Wealth Management Alliance advises individuals, including high-net-worth clients, offering comprehensive financial planning, discretionary investment management, and retirement plan advisory services. The firm uses an integrated planning approach and typically implements portfolios through equities, mutual funds, ETFs, and third-party separately managed accounts.

Chingtai Hung is a financial advisor with Acorn Asset Management LLC, holding a Series 66 designation and 25 years of industry experience. Prior to founding Acorn Asset Management, Hung spent 20 years with Cambridge Investment Research and its affiliate. Outside of advisory work, Hung holds leadership roles in tax and consulting services and serves as a certified swim official for USA Swimming. Acorn Asset Management provides discretionary asset management and investment advisory services to institutional clients and retirement plan sponsors, as well as financial planning and consulting for individual and high-net-worth clients. The firm employs fundamental analysis to implement long-term, income-oriented investment strategies tailored to client objectives, and offers a wrap-fee program alongside pension consulting and plan-sponsor advisory services.

Bryan Zegar is a CFP® professional with six years of experience in the financial services industry. He is the principal advisor at Hearthstead Financial, LLC, where he has worked since 2025. Prior to this, he spent seven years at Ameriprise and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of finance, he is involved with Allshapes Bonsai Nursery, where he assists with inventory management, customer support, and technology. Hearthstead Financial is a registered investment adviser that provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a mixed-methods investment approach combining fundamental and charting analysis with mutual fund and ETF evaluation, focusing on both passive and active strategies implemented on a non-discretionary basis.

Kurtis Baker is a financial advisor at Certified Wealth Management & Investment LLC in Princeton, NJ, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has operated his own advisory business since 1998 and has been president and owner of Alternate Mortgage & Investment Corp. since 1986. Outside of his advisory work, Baker serves on the boards of the National Alliance on Mental Illness and the Everybody Loves Kenny Project, focusing on mental health education and fundraising. Certified Wealth Management & Investment LLC provides investment supervisory services, financial planning, and advisory consulting to individual and high-net-worth clients. The firm employs a fundamental analysis and tailored asset allocation approach, utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, REITs, and private placements.

Joseph Amendolara is a financial advisor with City Investment Advisors, Inc. in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with City Investment Advisors since 1998 and is also involved with related entities including City Capital Funding and City Financial Group. In addition to advisory services, he is engaged in mortgage services. City Investment Advisors, Inc. serves individual investors, trusts, estates, foundations, pension, and business clients with fee-based financial planning, investment consultation, and supervisory services. The firm employs a long-term Core + Satellite investment approach and offers a broader service mix including income tax preparation, mortgage services, and occasional pro bono workshops.

Peter Carril is the managing member of Patton Hall, LLC, an independent advisory firm based in Princeton, NJ. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Carril has been with Patton Hall since its founding in 2013. Patton Hall provides discretionary management through separately managed accounts to individuals and various institutional clients, focusing on credit‑focused strategies that invest across a broad range of domestic and international debt. The firm emphasizes downside protection and diversification while managing a small number of client accounts with a boutique approach.

Walter Gilmore is a financial advisor at K R Financial LLC with 19 years of industry experience. He holds a Series 66 designation and has been involved with multiple firms, including Alpha Fiduciary, ClearShares LLC, The Gilmore Firm, LLC, and Clearbrook LLC. Outside of his advisory roles, he is a practicing attorney at The Gilmore Firm LLC. K R Financial serves high-net-worth individuals, families, trusts, estates, charitable organizations, and corporations by providing discretionary securities portfolio management and comprehensive family office services. The firm’s investment approach centers on detailed financial analysis to manage risk and align portfolios with client objectives, supported by integrated brokerage, tax, and accounting capabilities.

Sam Nayden is the sole advisor at Ansonia Capital Advisors LLC in Princeton, NJ. He holds a Series 65 designation and has prior experience at Ansonia Strategic Advisors, Brandstar, Dun & Bradstreet, and Motive Partners. Outside of his advisory role, Mr. Nayden provides consulting services through his own entities and advises companies including Slingshot Aerospace and Wealthlane. Ansonia Capital Advisors LLC is a state-registered investment adviser offering customized investment management to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis approach to construct portfolios using ETFs, mutual funds, individual securities, and options, and incorporates tactical risk management strategies including margin loans and covered-call options.

Uday Gogate is the sole advisor at Gogate, Uday S., an independent firm based in North Brunswick, NJ. He holds a Series 65 credential and has 16 years of industry experience, having led his firm since 2009. The firm provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and corporations. It focuses on tailored asset allocation and income-generating securities, managing approximately $26 million across a small client base with a relatively high account minimum.

Douglas Weiss is a CFA® charterholder with 17 years of industry experience. He has been the sole advisor at DSW Investment, LLC since 2014. DSW Investment, LLC provides discretionary investment supervisory services and individual portfolio management to a small group of individual and high-net-worth clients, as well as managed employee pension accounts. The firm employs a mix of fundamental, quantitative, and qualitative analysis within an asset-allocation framework and uses a range of strategies including active trading, option writing, short sales, and margin use.

Michael Sabatino is a CFP® with 11 years of industry experience. He is the sole advisor at Sabadoodle in Princeton, NJ, and previously worked at Guide-U Wealth Advisors LLC, Lifecycle Financial Advisors, LLC, and McGraw-Hill Federal Credit Union. Sabadoodle serves veterinarians and related employer or trade-association audiences, providing personalized financial planning and portfolio management services. The firm focuses on non-high-net-worth veterinarians, offering passive, low-cost portfolios and specialized programs such as student loan analysis and workplace financial wellbeing initiatives.

Tyler Zhang is an investment advisor at Lumbridge Research with a Series 65 credential and four years of industry experience. His prior roles include positions at Golden City Investment and Lumbridge Research, where he has worked since 2022. He holds a degree from Michigan State University. Lumbridge Research provides discretionary investment management and financial consulting to high-net-worth individuals, trusts, pension plans, and small businesses. The firm employs a tactical asset-allocation approach focused on thematic model portfolios with an emphasis on sectors such as technology, biotechnology, and cryptocurrencies.

Donald Ballai is the principal of South Lane Wealth Management LLC in Ringoes, NJ, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has led South Lane Wealth Management since 2013. Outside of his advisory role, he manages South Lane Advisors LLC, a consulting firm assisting medical groups with business planning and financial matters, and is involved with Life's Essential Documents LLC and Apptitude LLC, companies focused on medical legal forms and healthcare applications respectively. South Lane Wealth Management LLC offers fee-based wealth and portfolio management services for individuals and small businesses, including pension consulting and 401(k) plan sponsorship. The firm employs a documented investment policy, discretionary management, and a combination of analytical strategies across various asset classes, while also providing institutional-type services such as monitoring pension plans and recommending plan service providers.

Wesley English is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry. He currently leads Vault Private Wealth LLC, an independent firm he joined in 2024 after seven years at BlackRock and five years at Merrill Lynch. Vault Private Wealth LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporate or institutional accounts. The firm combines fundamental, technical, and cyclical analysis to manage discretionary, asset-allocation-driven portfolios using both passive and active strategies, with attention to tax and liquidity considerations.

Sanjiv Jhaveri is the principal of SJ Capital Management LLC and holds the CFA® designation and Series 63 license, with 15 years of industry experience. He has led SJ Capital Management since 2010. SJ Capital Management LLC provides discretionary portfolio management and hourly financial planning to individuals, including high-net-worth clients, as well as corporate entities. The firm combines fundamental, technical, charting, and cyclical analysis in its investment approach and serves a mix of individual and institutional clients with a defined menu of public and alternative instruments.