Philip Fabrizio is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Kingsbridge Advisors, LLC and Axa Advisors, LLC, and has served on the executive committee of the Knickerbocker Country Club, overseeing golf and social activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Kristopher Grossman is a financial advisor at Kingsbridge Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Kingsbridge Advisors and Equitable Advisors since 2009. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, charitable organizations, and other business entities by referring clients to third-party money managers and providing pension consulting to plan sponsors and fiduciaries. The firm does not manage assets directly but conducts ongoing monitoring and reviews for clients.

David Grossman is a financial advisor with Kingsbridge Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Kingsbridge Advisors since 2004 and has been affiliated with Equitable Advisors and Axa Advisors since 1999. Outside of advisory roles, he is involved in an insurance brokerage business. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, and business entities by referring clients to third-party money managers and providing pension consulting. The firm does not manage individual portfolios directly or take custody of assets, focusing instead on manager selection and ongoing monitoring.

James Pacilio Jr is a financial advisor at Kingsbridge Advisors, LLC with 51 years of industry experience. He holds a Series 63 designation and has worked at Kingsbridge Advisors and related firms since 2000, with prior experience at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves as president of North Hill Gang, LLC, a hunting club. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, and business entities by referring clients to third-party money managers and providing pension consulting. The firm does not manage individual portfolios directly but evaluates and monitors external managers on clients' behalf.