James Swanton

Tomas Geoghegan is a CFP® and Series 66–registered financial advisor with 23 years of industry experience. He has been with Beacon Hill Private Wealth LLC since 2016, where he is the sole advisor. The firm provides comprehensive wealth management and planning services to individuals, high-net-worth families, trusts, institutions, and businesses. Beacon Hill employs an evidence-based, largely passive investment approach focused on global diversification, modest factor tilts, and high-quality fixed income to manage portfolio volatility, and it offers distinctive pension-consulting services including plan investment platform analysis and participant education.

Timothy Moran is a CFP® and holds the Series 66 designation, with 11 years of industry experience. He currently works at Condor Capital Wealth Management and has previously held roles at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments LLC, and Edward Jones. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs that include discretionary and non-discretionary portfolio management, financial planning, and specialized services such as pension plan consulting and direct indexing, incorporating advanced tools like AI to support adviser analysis.

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.

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at firms including LPL Enterprise LLC, Better Options LLC, Alight Financial, USAA Financial Advisors, and Mass Mutual Investors Services. Aliya Financial is an independent investment adviser serving individuals, families, trusts, estates, and small business owners. The firm offers integrated financial planning and investment management using both quantitative and qualitative analysis, managing diversified portfolios and options-based income strategies while avoiding uncovered options and margin.

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.

Danny Saporu is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of New Street Advisors Group LLC, where he has worked since 2019. Prior to founding the firm, he held positions at Credit Suisse Securities (USA) LLC and was affiliated with the University of Chicago Booth. Outside of his advisory role, he engages in media contributions and venture investing activities. New Street Advisors Group LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes tailored investment strategies supported by written Investment Policy Statements and offers educational seminars and workshops alongside ongoing account reviews.