James Walter Bassett

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.

Cyrus Eslami is the principal of Eslami & Co. Wealth Management, LLC, an independent advisory firm, with one year of industry experience. He holds the Series 65 designation and has a background that includes roles at Betterment and involvement in various startup ventures. Eslami also develops automated trading strategies for US futures markets and is a founding engineer at Warmer, which creates AI-powered software to enhance financial advisor workflows. Eslami & Co. Wealth Management serves individual and high-net-worth clients, providing discretionary investment management and financial planning. The firm combines passive and active quantitative approaches, offering sub-advisory and tax-aware overlay programs that include specialized strategies such as global futures trend-following and merger arbitrage.

Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

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.