Andrew Wyman is a financial advisor at Trust Advisory Group Ltd with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms including StoneX Securities Inc, Morristown Capital Associates LLC, and Source Capital Group. Wyman is also involved with Morristown Capital Associates LLC, where he focuses on wealth management. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors managing about $494 million in discretionary assets. The firm employs a variety of investment strategies including proprietary models and third-party platforms, and operates within a broader group following its recent acquisition by StoneX Advisors Inc.

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.

Levan Chubinishvili is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Access Wealth, where he has served since 2018, and was previously employed at Hennion & Walsh Inc. from 2014 to 2018. Access Wealth provides discretionary portfolio management and comprehensive financial planning to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in constructing diversified portfolios and employs an Investment Committee to select managers based on risk, returns, and fees.

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.

Matthew Lafevre is a Certified Financial Planner® with ten years of industry experience. He is affiliated with Precision Financial Services and PFS Partners, LLC, where he has worked since 2015, and previously worked at Leigh Baldwin & Co., LLC. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes mutual funds, ETFs, individual equities, fixed income, and options strategies, and it may recommend private investment funds following due diligence.

Brian Visconti is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates, Wells Fargo Clearing Services, and JP Morgan Securities. Visconti is a partner in Nehemiah Fund, LP, an incubator fund trading futures and forex using personal capital. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients through a team of 16 advisors. The firm offers portfolio management, independent money manager referrals, customized financial planning, and educational seminars, employing both discretionary and non-discretionary strategies.

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.

Deanna Iannuzzi is a financial advisor at Sterling Financial Planning Inc with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Sterling Financial Group since 2002. Outside of her advisory role, she works as an independent sales representative for Avon Products. Sterling Financial Planning serves individuals, high-net-worth clients, and institutional accounts such as pension and profit-sharing plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of investment strategies across mutual funds, ETFs, and individual securities, leveraging institutional research and technology through major custodians.

Sudha Anand is a financial advisor at WJL Financial Advisors in Denville, NJ, holding a Series 65 credential and with four years of industry experience. She has worked at WJL Financial Advisors since 2021 and previously was involved with Little More Innovation PTE Limited. Anand also provides executive coaching services to business leaders. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with financial planning, portfolio guidance, and tax services. The firm employs an academic-based investment approach focused on low-cost, passive mutual funds and ETFs, integrating tax planning and requiring client approval for trades.

Anthony Demaio is a Certified Financial Planner® with 40 years of industry experience. He is currently with Jeffrey Matthews Wealth Management, LLC, where he has worked for 10 years. His prior experience includes roles at RBC Capital Markets and J. B. Hanauer & Co. He is also a licensed insurance producer affiliated with his firm. Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals, pension plan participants, trusts, and charitable institutions. The firm offers a variety of portfolio management strategies and uses third-party research tools to support its recommendations, serving clients through both discretionary and non-discretionary account management.

Robert Kolyer Jr. is a financial advisor with Seabridge Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. Before joining Seabridge, he spent over two decades at the Howard Hughes Medical Institute. He serves on the Financial Investments Strategy Committee of Capital Guidance and volunteers on the investment committee of Spike Ventures, providing advisory input on investment strategies. Seabridge Investment Advisors serves a diverse client base including individual, institutional, and tax-exempt clients. The firm manages global equity-focused portfolios across various strategies and also acts as a discretionary sub-adviser for other investment advisers, distinguishing itself through its work with institutional and foreign fund clients.

Michael Kirkland is a Series 66-registered financial advisor with 15 years of industry experience. He has been with Personal CFO Solutions LLC since 2013. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients, providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm emphasizes longer-term allocations through mutual funds and ETFs, employs a formal third-party manager vetting process, and manages approximately $1.375 billion in discretionary assets across a multi-advisor team.

Jamie Cox is a financial advisor at New Horizons Wealth Management with one year of industry experience. He holds the Series 65 credential and has worked with firms including Begnaud Wealth Management Group of Janney Montgomery Scott and Tfs Securities Inc. New Horizons Wealth Management is an SEC-registered advisory firm serving individual clients across income levels, multi-generational families, and businesses. The firm employs a portfolio management approach grounded in modern portfolio theory, integrating active and passive funds with financial planning tailored to clients’ objectives and risk tolerances.

Alison Cogan is a financial advisor at MRA Advisory Group with 10 years of industry experience. She holds a Series 66 credential and has worked previously at Ameriprise Financial Services, Inc. and Niagara International Capital Limited. Outside of her advisory role, she owns a tax preparation firm, CoganWorks, and serves as treasurer for several local organizations, including a church, an education foundation, and the League of Women Voters of Morristown Area, as well as being a member of the Parsippany-Troy Hills Board of Education. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving retail and high-net-worth clients with portfolio management, retirement planning, tax preparation, and insurance placement. The firm employs risk-based model portfolios reviewed by an Investment Committee and offers specialized services such as Biblically Responsible Investing and access to alternative investments.

Stephen Csenge is a Certified Financial Planner® at Seabridge Investment Advisors LLC with 39 years of industry experience. His prior roles include positions at ProVise, Kestra Investment Services, Lion Street Financial, and his own firm, Csenge Advisory Group. He serves as a volunteer board member for the Lions Eye Institute Foundation and the Financial Planning Association of Tampa Bay. Seabridge Investment Advisors manages portfolios for individual, institutional, and tax-exempt clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on global equity strategies and serves a diverse client base, including other investment advisers and international institutions.

Michael Babyak Jr II is a financial advisor at Precision Financial Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Precision Financial Services since 1992, with additional affiliation to PFS Partners, LLC since 2008. Outside of advising, he is involved in real estate development through Northfield Development, where he provides financial guidance. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement consulting. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, options strategies, and independent manager allocations, emphasizing both traditional and alternative asset classes.

Reynold Musell is a financial advisor with Jeffrey Matthews Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Jeffrey Matthews Wealth Management, he worked at RBC Capital Markets, LLC for 14 years. He has a 5% ownership interest in Mullen Farms LP, a family business in Iowa City, Iowa. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm manages approximately $127 million in assets across about 347 client relationships, offering portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars.

Jessica Perkins is a CFP® professional with six years at Heritage Financial Counselors, LLC and a total of three years in the financial industry. Prior to joining Heritage, she worked at Johnson & Wales University and Bridgewater-Raritan High School. Heritage Financial Counselors serves individuals, couples, and families, including high-net-worth clients, providing comprehensive financial planning and investment management. The firm emphasizes a non-discretionary investment approach tailored to client goals, primarily using ETFs and low-cost mutual funds.

Jaysen Bohrod is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Pegasus Asset Management Inc. since 2022 and previously was with Charles Schwab for five years. Pegasus Asset Management provides discretionary investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, business entities, and other investment advisers. The firm develops personalized investment objectives and allocates assets across equities, fixed income, mutual funds, and ETFs, employing model portfolios that range from Conservative to Growth, and utilizes options strategies primarily for income generation or hedging.

David Guarino is a ChFC® credentialed advisor at Covenant Asset Management, LLC with six years at the firm and a total of two years in the financial industry. His prior work experience includes roles at Regent University, TIP Medical Communication, Liquid Church, and Nitroflex Fitness. Outside of advising, he was involved with Nitroflex Fitness for nine years. Covenant Asset Management serves affluent individuals, families, businesses, and nonprofit organizations, offering portfolio management and financial planning services. The firm employs a thematic, growth-at-a-reasonable-price strategy combined with dividend appreciation, fundamental and technical analysis, and options strategies for income and downside protection.