Evan Matthew Brown

Allan Katz is a financial advisor at Stirlingshire Investments with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stirlingshire RIA LLC and Stirlingshire BD LLC since 2023, in addition to serving as president of Comprehensive Wealth Management Group, LLC since 2007. Outside of finance, Katz is a freelance trombone player and owns a model train business. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach that includes quantitative, fundamental, and technical analysis, offering a range of investment vehicles and model strategies through the Advyzon marketplace.

🎯 It is a competitive world, and there are many choices when it comes to financial advisors. Most are competent. Many are credentialed. A fair number are independent. But a lot of them look the same on paper. ⭐CREDENTIALS My training as a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent means I am equipped to give clients an elevated experience most advisors cannot. Many financial advisors refer out tax questions. The EA credential means I engage with the tax complexity of your situation directly — your investments, your equity comp, your retirement income — all through a tax-informed lens. ⭐EXPERIENCE Nearly two decades helping professionals and families navigate complex financial decisions — from equity compensation and retirement transitions to estate planning and multigenerational wealth. I have seen what works, what does not, and what people get wrong at the most critical moments. ⭐INDEPENDENT Stockade Wealth Management is a registered investment adviser. I am not affiliated with a wirehouse, a broker-dealer, or a product manufacturer. I am not managed by a regional director with a product quota or a sales target. I am a fiduciary — legally and ethically bound to always put your interests first. That means my interest and your interest point in exactly the same direction. ⭐SPECIALIST I focus specifically on pre-retirees with equity compensation, professionals navigating the transition to retirement, and families navigating complex family dynamics and coordinating wealth across generations — because these clients have needs that a generalist advisor typically isn't built to handle. I view each client as a member of my extended family ❤️ and I care deeply about their financial well-being. By focusing on what is within their control and managing the complexity of their financial life, I take that burden off their shoulders — so they can spend more time doing what they enjoy most. ✈️🏖️ ✔️That is my mission. 👉 If any of this sounds like where you are, I would welcome the conversation. 📩email me, or visit stockadewealth.com to learn more. Investment advice offered through Stockade Wealth Management, a Registered Investment Advisor.

Timothy Moran is a CFP® and Series 66-licensed financial advisor at Condor Capital Wealth Management with 11 years of industry experience. He has previously worked at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments, and Edward Jones. Moran is based in Martinsville, NJ and has been with Condor since 2023. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting using a fee-only investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies such as direct indexing and cryptocurrency exposure under adviser oversight.

Kyle Medric is a financial advisor with Equitable Advisors, holding Series 7, 63 and Series 65 licenses and having two years of industry experience. Prior to joining Equitable Advisors, he worked as an independent contractor and held various roles including tech support for a Swiss manufacturing company and working for Verizon. Inside of financial advising, he is available for in-home visit services as well as virtual and office meetings. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Phillip Defranco is a Series 65-licensed advisor and managing member of Heartland Northeast LLC with one year of industry experience. He previously worked at Kornett, Inc. for 12 years and is the owner of Northeast Advocacy Network Inc., where he also serves as a licensed insurance agent. Heartland Northeast LLC serves individuals and high-net-worth clients, offering portfolio management, retirement and financial planning, including tax mitigation and Roth conversion strategies. The firm employs various analytical methods and provides coordinated Roth conversion management alongside clients’ tax professionals.