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.

Brandon Apisa is a CFP® and holds a Series 66 license, with four years of experience in the financial services industry. He has worked at The GenWealth Group, Inc. since 2025 and previously held roles at OmniGrowth Wealth Professionals, Mass Mutual Investors Services, and Equitable Advisors, among others. The GenWealth Group, Inc. advises individual and high-net-worth clients through discretionary portfolio management and financial planning, using an ETF-based investment approach that incorporates ESG criteria and tactical positions as appropriate. The firm manages approximately $661 million for about 300 clients and operates as a licensed insurance agency, offering additional services including educational seminars and charitable initiatives.

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.

Howard Milove is a financial advisor with Access Wealth, holding a Series 66 designation and 27 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2015 and is a principal at DHH Advisors LLC and Access Wealth Planning LLC. Milove is also licensed as an insurance agent in New York, New Jersey, and Connecticut. Access Wealth provides discretionary portfolio management and comprehensive financial planning to 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 uses an Investment Committee to select managers based on multi-year track records, risk, returns, and fees, managing approximately $539 million in regulatory assets.

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.

Howard Chin is a CFA® charterholder with 11 years of industry experience, currently serving at Seabridge Investment Advisors LLC since 2012. He holds the Series 63 designation and is based in Summit, NJ. Outside of his advisory role, he serves as Treasurer for Crossroads Community Church, where he manages financial donations and budgeting. Seabridge Investment Advisors LLC provides discretionary portfolio management, consultative investment advice, and financial planning to individuals, high-net-worth clients, and various institutional clients. The firm focuses on global, equity-centered portfolios and also acts as a sub-adviser to other advisers while supporting a diverse range of investment vehicles.

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.

George Cleffi is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets Corporation for 11 years before joining his current firm in 2019. Jeffrey Matthews Wealth Management advises individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a team of about 16 advisors and manages approximately $127 million in assets, offering portfolio management through an in-house wrap fee program, referrals to independent money managers, customized financial planning, and educational seminars.

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.

Alan Merker is a financial advisor with Access Wealth in Totowa, NJ, holding a Series 66 designation and 12 years of industry experience. He has been associated with Access Wealth Planning, LLC since 2013 and has longstanding roles at Tuthill & Merker, LLC and Morris Merker & Co, LLC, the latter being a non-investment related business. Access Wealth serves individual and high-net-worth clients, as well as institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm applies Modern Portfolio Theory through an investment committee that constructs diversified models and evaluates third-party managers based on performance, risk, and fees.

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.

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.

Marco Lima is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at MRA Advisory Group since 2017, following prior roles at Niagara International Capital Limited and Ameriprise Financial Services. In addition to his advisory duties, he is involved with MRA Capital Partners, a private equity hedge fund, and owns related management and tax service entities. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, including portfolio management, retirement planning, insurance placement, and tax preparation through an affiliated CPA practice. The firm serves retail and high-net-worth clients, offering risk-based model portfolios and customized solutions that may include alternative investments and private equity.

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.

John O'Donnell is a financial advisor at Makrod Investment Associates Inc with 13 years of industry experience. He works within a two-advisor team based in Verona, NJ. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focused on equities, investment-grade fixed income, and cash/money market funds, operating primarily on a non-discretionary basis with semi-annual portfolio reviews.

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.