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.

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.

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.

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.

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.

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.

Paul Cummings is a financial advisor at Transcend Capital Advisors, LLC with three years of industry experience. He holds the Series 66 and Series 65 credentials. Prior to joining Transcend, he worked at Arax Advisory Partners, Corient, Geller Advisors, Fiduciary Trust Company International, and Abbott Downing, a Wells Fargo Business. Transcend Capital Advisors, LLC manages approximately $2.9 billion for individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers holistic financial planning, portfolio management, retirement-plan advisory, and a sponsored wrap fee program, emphasizing long-term diversified asset allocation and oversight of both marketable and non-marketable investments.

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.

Michael Lehman is a CFP® professional with 28 years of industry experience. He is currently with Premier Path Wealth Partners, LLC and has previously worked at Bank of America NA and Merrill Lynch Pierce, Fenner & Smith, Inc. He holds Series 63 and Series 66 licenses. Premier Path Wealth Partners advises individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and access to third-party money managers. The firm employs a multi-faceted investment approach combining fundamental, technical, and quantitative analysis, and manages approximately $1.1 billion in discretionary assets across a four-advisor team.

Marc Abramson is a financial advisor with Precision Financial Services and holds a Series 66 designation. He has 13 years of industry experience, including prior work at Leigh Baldwin & Co., LLC. Outside of advising, he is involved with a fixed insurance business under Precision Financial Services. Precision Financial Services serves individual and 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 private investment funds, while offering both wrap-fee and non-wrap arrangements.

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.

Bryan Landadio is a CFP® professional with 19 years of industry experience, currently serving at Personal CFO Solutions LLC since 2011. He holds Series 63, 65, and 66 licenses. Outside of his advisory work, he is a passive member of National Advisors Group, LLC, an insurance business. Personal CFO Solutions serves individuals, high-net-worth clients, and various institutional clients, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes longer-term investment allocations through mutual funds, ETFs, and independent managers, supported by an internal investment committee and ongoing account reviews.

Nicholas Hoy is a financial advisor at Wiss Private Client Advisors, LLC with a Series 65 credential. He has been with Wiss & Company, LLP since 2024. Wiss Private Client Advisors is a ten-advisor team managing approximately $1.2 billion, serving high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis to tailor diversified portfolios that include mutual funds, ETFs, individual securities, and independent managers, and it offers a range of wealth management and consulting services.

Gavin Gewecke is a financial advisor at Park Edge Advisors, LLC with three years of industry experience. Prior to joining Park Edge Advisors, he worked for Dart Container for six years. He also owns a small farm LLC that grows produce sold to local restaurants. Park Edge Advisors provides investment advisory and financial planning services to individuals, pension plans, trustees, 401(k) participants, privately held business owners, and certain institutional clients. The firm uses a combination of cyclical, fundamental, quantitative, and technical analysis across a range of strategies and offers services including tailored financial plans, portfolio management, pension consulting, and subadvisory roles.