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.

Logan Wadsworth is a financial advisor at Bravias Financial with Series 65 and Series 66 licenses and three years of industry experience. He has worked with firms including Cetera Investment Advisers LLC, Northwestern Mutual Investment Services LLC, and Securian Financial Services Inc. Prior to his financial career, he was involved in landscape and lawncare services and managed a sports bar. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, providing discretionary investment management and financial planning. The firm employs a model portfolio approach tailored by client risk assessments and incorporates a range of asset classes, offering financial planning as part of its investment management services or on a stand-alone basis.

Brandon Bottari is a CFP® professional at Seabridge Investment Advisors LLC with two years of industry experience. He previously worked at Blue Ocean Wealth and has a background in education. Seabridge serves a diverse client base including individuals, institutional, and tax-exempt clients, offering discretionary portfolio management and financial planning. The firm is notable for its global equity-focused strategies and its role as a discretionary sub-adviser for other investment advisers.

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.

Justin Nestle is a financial advisor at Premier Path Wealth Partners, LLC in Madison, NJ, holding a Series 65 designation. He has experience working at Kearny Bank and TD Bank, N.A., among other roles, and has been with Premier Path Wealth Partners since 2026. Premier Path Wealth Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a multi-analytic investment process across various instruments and supports employer plan sponsors, using third-party managers and tools to implement strategies in both custody and held-away accounts.

Hunter Frey is a financial advisor at Miller Tabak Asset Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Global Investment Advisory, Cape Investment Advisory, and American Global Wealth Management. Outside of his advisory role, he is a partner at BOOT64 Ventures, providing opinions on potential healthcare investments. Miller Tabak Asset Management offers discretionary and non-discretionary portfolio management primarily focused on fixed-income securities and managed municipal bond strategies. The firm serves individuals, small businesses, and investment entities, emphasizing active fixed-income management and providing clients with regular portfolio appraisals and market commentaries.

Patrick York is a CFP® and Series 66-registered advisor with 16 years of industry experience. He is currently with Premier Path Wealth Partners, LLC, joining the firm in 2023 after 11 years at Bank of America and 12 years at Merrill. Premier Path Wealth Partners provides investment advisory services to individuals, including high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a multi-analytic investment process that incorporates fundamental, technical, and portfolio construction methods across various instruments and uses third-party platforms and managers to implement strategies in both custody and held-away accounts.

Colleen Echausse is a CFP® at Heritage Financial Counselors, LLC with three years of industry experience. She has been with Heritage Financial Counselors since 2016 and previously focused on raising four children. Heritage Financial Counselors serves individuals, couples, and families, including high-net-worth clients, providing comprehensive financial planning, investment management, and consulting. The firm emphasizes a non-discretionary investment approach tailored to client goals, using primarily ETFs and low-cost mutual funds.

Eric Schwartz is a financial advisor with Transcend Capital Advisors, LLC in Madison, NJ, holding Series 63 and Series 65 credentials and totaling 32 years of industry experience. His work history includes positions at UBS Financial Services Inc and Purshe Kaplan Sterling Investments. Outside of advisory services, he is a member of EJD Realty Associates, LLC, a real estate partnership. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers comprehensive financial planning and portfolio management with a focus on long-term, diversified asset allocation across various investment types, including private placements and alternative investments.

Gah Wong is a financial advisor with Grantvest Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Calton & Associates, Inc. since 2015 and joined Grantvest Financial Group in 2021. Outside of his advisory role, Wong is involved as an insurance agent and a partner in a firm that processes life and supplemental health insurance business. Grantvest Financial Group provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm primarily constructs portfolios using diversified exchange-traded funds, employing both fundamental and technical analysis, and offers discretionary management alongside consulting and held-away account management.

Christina Sharkey is a financial advisor with Investment Partners Asset Management and holds a Series 65 designation. She has one year of industry experience and has worked as a CPA and enrolled agent at Calico CPA LLC since 2018. Her prior work includes roles at Mandel Feketi & Bloom CPAs, Robert Half, Intuit, and operating Sharkey Tax LLC. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-style investment approach with a focus on value investing, using various strategies including derivatives, structured products, and allocations to mutual funds, ETFs, and private funds.

Ka Wai Kevin Cheng is a CFA® charterholder with three years of industry experience. He is currently with Seabridge Investment Advisors LLC and previously worked at Eastern Window Investment Ltd, TVC Management Ltd, and JW Childs Asia Equities (HK) Ltd. Outside of his advisory role, he serves as a director of Hill 38 Ltd, a holding company based in London. Seabridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, endowments, and private investment funds. The firm constructs global, equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser to other advisers.

Gregory Aroneo is a financial advisor at Carapace Financial Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Carapace since 2017. His prior roles include positions at Financial Northeastern Securities and as an educator at Ridge High School and Morris Catholic High School. Carapace Financial Advisors provides discretionary portfolio management and sub-advisory services primarily to high-net-worth and accredited investors, institutional clients, and other investment advisers. The firm employs customized market-linked hedging and investment strategies using options combined with diversified collateral portfolios, managing accounts on a discretionary basis.

Tanya Walliser is a CFP® and Series 65-registered advisor with 16 years of industry experience. She has been with Condor Capital Wealth Management since 2008. 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 a fee-only approach that includes direct indexing, cryptocurrency exposure via ETFs or third-party managers, and the use of AI tools to support adviser analysis.

Eric Sterner is a CFA® charterholder with six years of industry experience. He is currently with Apollon Financial, LLC and has held positions at Prudential and State Street. Apollon Financial, LLC is an SEC-registered advisory firm managing approximately $1.45 billion for individuals, families, businesses, and retirement plans. The firm combines centrally managed model strategies with advisor-led portfolios and utilizes tax-aware techniques alongside access to private and alternative investments.

Eric Tilson is a CFP® and holds a Series 66 license, working with Tilson Financial Group Inc. He has seven years of industry experience, including roles at PGIM Fixed Income and Prudential Insurance. He joined Tilson Financial Group in 2021 and is based in New Providence, NJ. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, multi-asset class portfolios primarily using mutual funds and ETFs, with asset allocation, diversification, and rebalancing as core elements.

Anthony Uccio is a financial advisor at Geremia Financial Services, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Geremia Financial Services in 2018, he worked at Barnes & Noble for eight years. Geremia Financial Services, LLC provides discretionary investment management and integrated financial planning to individuals, including high-net-worth clients, as well as institutional entities such as trusts, estates, and charitable organizations. The firm manages approximately $103 million across about 115 client relationships, employing a top-down macroeconomic approach combined with bottom-up security selection and using options primarily for hedging.

Andrew Peters is a financial advisor with Oakbourne Advisors in Berkeley Heights, NJ, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and founding Invyzia Solutions, LLC, which operates a website designed to help financial advisors create simple investment proposal reports. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm uses a range of investment vehicles and combines fundamental, technical, charting, and cyclical analysis in managing client portfolios, typically on a discretionary basis with client confirmation before trades.

Robert Burke is a financial advisor at Mendham Capital Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial and Raymond James Financial Services since 2008. Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers non-discretionary advice across equities, fixed income, mutual funds, and ETFs, with a fee structure based on hourly, flat fees, and annual retainers rather than asset-based billing.

Nicholas Mango is a financial advisor at Condor Capital Wealth Management with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Condor Capital since 2016. 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 with a range of strategies and employs AI tools to support adviser analysis while maintaining human oversight.