David Gray is a CFP® with 17 years of industry experience and is a partner at Parisi Gray Wealth Management, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and Merrill Lynch. Outside of his advisory work, he is also a licensed independent insurance agent offering fixed insurance solutions. Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach incorporating fundamental, technical, and cyclical analysis, managing approximately $796 million in client assets.

Christopher Clark is a CFA® charterholder with 13 years of industry experience. He is associated with Covenant Asset Management, LLC, where he has worked since 1999. Since 2014, Mr. Clark has also operated as the sole proprietor of Clark Asset Management, Inc., through which he conducts his duties as an Investment Advisor Representative for Covenant. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations by providing portfolio management and financial planning services. The firm employs a thematic, growth-at-a-reasonable-price investment approach combined with fundamental and technical analysis, focusing on tax efficiency and low turnover.

Robert Tilson is a CFP® with 17 years of experience in the financial services industry. He has been with Tilson Financial Group, Inc. and American Portfolios Financial Services, Inc. since 2016. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm uses a globally diversified, multi-asset class investment approach based on Modern Portfolio Theory and incorporates independent managers and custodial platforms in its services.

Raymond Vanhoorebeke is a financial advisor at Black Coral Financial Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Black Coral since 2010. Black Coral Financial Advisors manages approximately $936 million in client assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm combines portfolio management teams, model allocations, and third-party manager recommendations with individualized planning that incorporates asset allocation, tax, and estate considerations, and offers comprehensive financial counseling including tax preparation and connections to accounting specialists.

Timothy Doyle is a CFP® with 17 years of experience in the financial services industry. He has been with Destiny Capital Corporation since 2020 and previously worked at related Destiny Capital entities dating back to 2014. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including entrepreneurs, managing approximately $382 million for around 260 clients through an eight-advisor team across six offices. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory combined with tactical adjustments and integrates ESG analysis into portfolio construction.

Kevin Korondi is a financial advisor at Paradigm Investment Advisory, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and Invest Financial Corp. Paradigm Investment Advisory provides discretionary investment management and financial planning to individuals, families, trusts, charitable organizations, and businesses. The firm constructs customized portfolios using institutional funds, ETFs, equities, and bonds, with a primarily long-term investment approach based on fundamental analysis and regular portfolio reviews.

Roderick McRae III is a CFP®, CFA®, and Series 63 credentialed advisor with 23 years of industry experience. He has been with McRae Capital Management Inc. since 1997. Outside of his advisory role, he serves as a trustee of the Fred Fatzler Foundation. McRae Capital Management provides discretionary investment management and financial planning services primarily to high-net-worth and institutional clients. The firm emphasizes fundamental, long-term analysis and tailored asset allocation, generally focusing on buy-and-hold strategies while employing more complex techniques under specific circumstances.

Robert Keating is a financial advisor at WealthPlan Investment Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Securities America, Inc., and OSAIC. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan services for a diverse client base including individuals, high-net-worth clients, and institutional entities, utilizing model-based strategies and various investment vehicles.

William Bruen Jr. is a financial advisor at Paradigm Investment Advisory, LLC with 47 years of industry experience. He holds the Series 63 designation and previously worked at UBS Financial Services Inc. for 13 years before joining Paradigm and LPL Financial in 2025. He is also a notary in the state of New Jersey. Paradigm Investment Advisory, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes customized, primarily discretionary portfolio management with a long-term orientation and offers ERISA 3(21) and 3(38) retirement plan services along with participant education.

Paul Plemenos is a financial advisor with MRA Advisory Group in Parsippany, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He joined MRA Advisory Group in 2017 after working at Ameriprise Financial Services from 2015 to 2017. Outside of his advisory role, he owns WE Racing, an automobile racing business. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, managing both retail and high-net-worth clients. The firm uses risk-based model portfolios overseen by an Investment Committee, offers customized solutions including Biblically Responsible Investing, and delivers financial planning through a subscription-based mobile app alongside affiliated tax and insurance services.

John Sebastiano is a financial advisor with Pegasus Asset Management Inc in Morristown, NJ, holding five years of industry experience. He has worked previously at Sports & Entertainment Investment Advisers, LLC and has been involved with the Pegasus Group since 2001. Outside of his advisory role, he is a member of F&S Enterprises, LLC, a real estate maintenance business. Pegasus Asset Management, Inc. provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, business entities, and other investment advisers. The firm develops personalized investment objectives and employs asset allocation across equities, fixed income, mutual funds, and ETFs, with strategies that may include covered-call options and defined asset-allocation models.

Stephen Esposito is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has worked at Accretive Wealth Partners, LLC since 2018 and previously held roles at Mutual Securities, Inc., LPL Financial, and Macro Consulting Group. Accretive Wealth Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a primarily long-term investment approach that integrates fundamental and technical analysis, regular client interaction, and may utilize diversified portfolios including mutual funds, ETFs, stocks, bonds, and options.

Orlando Diaz is a financial advisor at Mendham Capital Management, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and the University of Rhode Island. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on non-discretionary advice and coordination with clients’ other professional advisors, offering services through hourly, flat-fee, and annual retainer arrangements without managing client assets directly.

Brian Glenn is a CFA® charterholder with eight years of industry experience. He is currently with Premier Path Wealth Partners, LLC and previously worked at Olcott Square Investment Partners, LLC and W.R. Huff Asset Management. He serves on the board of directors for IEH Corporation, a company that designs and manufactures HYPERBOLOID connectors for aerospace, defense, industrial, and medical applications. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment process combining fundamental, technical, and quantitative analysis, and utilizes third-party managers and advanced platforms to support its clients.

Timothy Moran is a financial advisor at Carapace Financial Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Carapace since 2018. Moran is also principal of Nantim LLC, a real estate consulting firm advising on loan and property purchases. Carapace Financial Advisors provides discretionary portfolio management and sub-advisory services primarily to high-net-worth and accredited investors, institutional clients, and other advisors. The firm employs a quantitative, market-linked investment strategy combining diversified collateral portfolios with exchange-listed options to seek defined downside protection and capped upside participation.

Andrew Christiansen is a financial advisor at Condor Capital Wealth Management with a Series 66 credential and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities. 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 pension plan consulting, employing fee-only investment programs that include equities, fixed income, mutual funds, ETFs, and private investment funds with ongoing client monitoring.

Gabriel Rowe is a financial advisor at Covenant Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has been with Covenant since 2018. Prior to his current role, he worked at Hamilton Farm Golf Club and attended Florida State University. Covenant Asset Management serves affluent individuals, families, businesses, and nonprofit organizations, offering portfolio management and financial planning services. The firm focuses on thematic, growth-at-a-reasonable-price strategies combined with dividend appreciation, using fundamental and technical analysis alongside options strategies and a fixed-income laddering approach.

William Burke Jr. is a CFP® and ChFC® with 40 years of experience, currently serving as a financial advisor at Raymond James Financial. He has held positions at Communication Devices Inc. and First Hope Bank, where he remains on the advisory board. Burke also serves as a board member for a private high school he attended. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored solutions supported by extensive research and an affiliate network.

Miguel Dajer Rodriguez is a CFP® with two years of industry experience, currently serving at Precision Financial Services. Prior to joining the firm, he worked at KPMG LLP and has owned Apex Bookkeeping LLC since 2018. Outside of his advisory role, he manages a bookkeeping business. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management and financial planning services. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, and options strategies, and incorporates both discretionary and non-discretionary management.

Scott Mc Caffery is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Paradigm Investment Advisory, LLC and LPL Financial LLC. Prior to this, he worked at Warren Wealth Associates and Commonwealth Financial Network. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and businesses. The firm’s approach focuses on long-term, fundamental analysis with customized portfolios and ongoing wealth management services.