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.

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.