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.

Anna Stratton is a CFP® professional with nine years of industry experience, currently serving at Three Sixty Wealth Management, LLC. Her prior roles include positions at Empower Financial Services, Inc. and LPL Financial. She has also been involved with Cultural Care Au Pair for over a decade. Three Sixty works with individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering comprehensive wealth management that integrates discretionary investment management, financial planning, business consulting, and retirement plan advisory services. The firm’s approach includes custom-constructed portfolios with a long-term focus and advanced planning services such as Social Security timing and Roth conversions.

Tanya Walliser is a CFP® and holds a Series 65 credential with 17 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, utilizing fee-only investment programs that include individual equities, fixed income, mutual funds, ETFs, and private funds, with services supported by AI tools and a multi-office structure.

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.

Brenden Leese is a financial advisor with Novi Wealth Partners in Princeton, NJ, holding a Series 65 designation and six years of industry experience. He has worked at Novi Wealth Partners since 2019 and previously at Radnor Financial Advisors Inc. in 2018, as well as at Temple University from 2015 to 2018. Novi Wealth Partners provides comprehensive financial planning and discretionary investment management on a fee-only basis to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients. The firm’s investment process is asset-allocation first and planning-driven, emphasizing a passive core with intentional overweighting of small-cap and value equities and a focus on tax-sensitive asset location.

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.

Marc Kane is a financial advisor at Atlas Private Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a Certified Public Accountant since 1999, operating his own accounting firm. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

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.

Michael Walliser is a Series 65-licensed advisor at Condor Capital Wealth Management with 14 years of industry experience. He has been with Condor Capital Management since 2011. 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 alongside financial planning and consulting, employing a variety of investment vehicles and incorporating AI tools to support adviser analysis.

Ean Jaffe is a financial advisor at Condor Capital Wealth Management with two years of industry experience. He holds a Series 66 credential and previously worked at LPL Financial and Osaic. Before entering the financial services field, he spent five years at the University of California Riverside and seven years at Trader Joe’s. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a fee-only investment approach using a variety of asset classes and integrates AI tools to support advisor analysis while maintaining human oversight.

Charles Weidman is a CFP® with 20 years of industry experience. He has been with Heritage Financial Counselors, LLC since 2017 and previously worked at LPL Financial from 2012 to 2017. Heritage Financial Counselors serves individuals, couples, and families, including high-net-worth clients, offering comprehensive financial planning, investment management, and consulting. The firm emphasizes non-discretionary management and tailors investment advice to client goals using primarily ETFs and low-cost mutual funds.

Kenneth Schapiro is a CFA® charterholder with 24 years of industry experience. He has been with Condor Capital Management since 1988. Outside of his advisory role, he is the managing member of Courtside Racquet Club, a tennis club in Lebanon, NJ. Condor Capital Wealth Management serves individuals, business entities, trusts, pension plans, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial and pension plan consulting. The firm employs a fee-only investment approach using a range of strategies including individual equities, fixed income, ETFs, and private funds, and incorporates AI tools to support adviser analysis.

Joseph Trucano is a CFP® professional with 14 years of industry experience, currently serving at Oliver Luxxe Assets LLC. He has worked at Oliver Luxxe Assets and Purshe Kaplan Sterling Investments since 2014. His role includes fully servicing all aspects of client relationships, report management, and trade support. Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a multi-factor quantitative screening process and fundamental research to manage diverse strategies through proprietary model portfolios and affiliated private funds.

Nathaniel Hodgson is a financial advisor at Prestige Wealth Management Group, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc., Triad Advisors, and Applegate. In addition to his advisory role, Hodgson serves as a notary and works in operations and compliance for Prestige Wealth Management Group. Prestige Wealth Management Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies across multiple asset classes and has affiliations with an accounting firm and an SEC-registered adviser sponsoring Unified Managed Accounts.

Eric Lathrop is a financial advisor with Aurora Private Wealth, Inc., holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Insight Private Advisors, LLC. Outside of investment advisory, he is involved in offering fixed insurance and fixed annuities. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning, consulting, and investment management through a team of advisors using individualized and model portfolio strategies across multiple asset classes.

Robert Dunn is a CFP® professional with 24 years of experience in financial advising. He is currently with Novi Wealth Partners in Princeton, NJ, and previously worked at Private Wealth Management Group, LLC. Novi Wealth Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or retirement plan clients with comprehensive financial planning and discretionary investment management on a fee-only basis. The firm employs an asset-allocation first, planning-driven investment approach and emphasizes passive core portfolios with strategic overweighting in small-cap and value equities, alternatives, and tax-sensitive fixed income.

Jonathan Kliment is an advisor at Condor Capital Wealth Management with a Series 65 designation. He has been with Condor Capital Management since 2013. Outside of his advisory role, he provides accounting and tax preparation services. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a fee-only investment approach utilizing a range of investment vehicles and offers specialized services such as direct indexing and AI-supported adviser analysis.

Jason Zalarick is a financial advisor with Synergy Asset Management, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has previously worked with Synergy Financial Management, LLC, Equity Advisor Solutions, Fidelity, and Advisors Asset Management, Inc. Synergy Asset Management provides wealth management and financial planning services to individuals, high-net-worth investors, business owners, trusts, and retirement plans. The firm employs an active investment approach that integrates tactical asset allocation with fundamental and quantitative analysis, managing portfolios from a total-return perspective and offering custom strategies including concentrated equity, bond, and ETF-based models.

Hiren Shah is a financial advisor at Condor Capital Wealth Management with 13 years of industry experience. He holds the Series 65 designation and has been with Condor Capital Management since 2011. Prior to that, he worked for nine years at the Township of East Brunswick Recreation Department. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only portfolio management and financial planning, using a variety of investment vehicles including equities, fixed income, mutual funds, ETFs, and private funds, and incorporates technology such as AI tools to support adviser analysis while maintaining human oversight.