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.

Timothy Moran is a Series 66-registered financial advisor with 19 years of industry experience. He has been with Carapace Financial Advisors LLC since 2018 and also serves as a principal for 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 institutional clients. The firm employs a proprietary quantitative approach combining large-cap equities or U.S. Treasuries with exchange-listed options to seek defined downside protection alongside capped upside participation or enhanced income.

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.

Bruce Jones is a financial advisor at Precision Financial Services with 52 years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. His career includes roles at Leigh Baldwin & Co., LLC and PFS Partners, LLC, and he is a majority owner of Jones & Hockenjos Inc., a non-investment business. 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, while maintaining a cautious stance on discretionary cryptocurrency investments.

Corey Lorent is a CFP® and Series 66 registered advisor with 20 years of industry experience. He is currently with Personal CFO Solutions LLC and has previously worked at Fidelity Investments and The AYCO Company, L.P. Personal CFO Solutions serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and businesses with comprehensive financial planning and discretionary portfolio management. The firm emphasizes fiduciary planning, uses a documented suitability assessment, employs independent manager screening through Envestnet, and manages a wrap-fee program.

Nicholas Lopes is a Series 65-licensed advisor with Personal CFO Solutions LLC, where he has worked since 2015. He is based in Chester, NJ, and is part of a team of 10 advisors at the firm. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients by providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm emphasizes fiduciary planning with documented suitability assessments and employs a combination of long-term investment strategies and tactical short-term trading, along with manager-driven allocations vetted through a formal committee process.

Colleen Echausse is a CFP® professional with three years of industry experience, currently serving at Heritage Financial Counselors, LLC. She has been with Heritage Financial Counselors for ten years. Heritage Financial Counselors advises individuals, couples, families, and high-net-worth clients on comprehensive financial planning and investment management. The firm uses an integrated five-step planning process and primarily manages portfolios with exchange-traded funds and low-cost mutual funds, focusing on client goals, time horizon, and risk profile.

Dennis Galvin is a financial advisor with Black Coral Financial Advisors, LLC in Oceanport, NJ. He holds Series 63 and Series 66 licenses and has 11 years of industry experience, including 12 years with Black Coral. Black Coral Financial Advisors manages approximately $936 million in client assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm combines team-based portfolio management, model allocations, and third-party manager recommendations with individualized planning that incorporates asset allocation, tax, and estate considerations.

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.

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 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.

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.

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.