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Michael M
Series 66
Westwood, NJ
Fortis Group Advisors LLC
Michael Manginelli is a financial advisor at Fortis Group Advisors LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at MML Investors Services and MassMutual. Manginelli is also involved in insurance through The Fortis Agency, LLC. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using risk-profiling technology and offers both discretionary and non-discretionary portfolio management alongside financial planning and ERISA plan services.
Eric N
Series 66
Westwood, NJ
Fortis Group Advisors LLC
Eric Naphor is a financial advisor with Fortis Group Advisors LLC and holds the Series 66 designation. He has four years of industry experience and has worked at Fortis Group Advisors and LPL Financial since 2021. Prior to his advisory career, he held roles in various sectors including technology services and education. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management and financial planning, utilizing risk-profiling technology and integrates tax-aware considerations in its investment approach.
Christopher K
Series 66
Westwood, NJ
Fortis Group Advisors LLC
Christopher Kenneally is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 12 years of industry experience. He has previously worked at LPL Financial LLC and INVEST Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using risk-profiling technology and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.
James Z
Series 66
Westwood, NJ
Fortis Group Advisors LLC
James Zahakos is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones and Voya Financial Advisors before joining Fortis Group Advisors and LPL Financial in 2020. Outside of advisory work, Zahakos is involved in recruiting through S4 Search Partners. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach using institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and plan services.
Marc F
Series 63, Series 66
Westwood, NJ
Fortis Group Advisors LLC
Marc Foti is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Fortis Group Advisors since 2019 and previously held roles at LPL Financial, MML Investors Services, MassMutual, and M&T Securities. Outside of his advisory role, Foti serves as an adjunct lecturer of mathematics at Middlesex Community College. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management and financial planning services, employing a process that combines fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence, with attention to tax-aware decisions.
Alfonso G
Series 63, Series 66
Westwood, NJ
Fortis Group Advisors LLC
Alfonso Guerriero III is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with Sebak and Monner and Foresters Financial Services, among others. Guerriero also serves as a notary public and performs administrative duties for the partners of Fortis Agency. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate coordination across various asset classes, combining fundamental and technical analysis with strategic asset allocation and institutional manager due diligence.
Katherine J
Series 66
Westwood, NJ
Fortis Group Advisors LLC
Katherine Jimerson is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and four years of industry experience. She has been with Fortis Group Advisors and LPL Financial since 2021 and is also involved with The Fortis Agency. Outside of her advisory work, she has experience in basketball coaching and education roles. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and tax-aware strategies.
Michael D
Series 66
Westwood, NJ
Fortis Group Advisors LLC
Michael Devizio is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at LPL Financial, LLC and MML Investors Services, including MassMutual, from 2013 to 2019. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management and financial planning, utilizing risk-profiling technology and third-party manager evaluation to tailor client solutions.
Richard L
Series 63, Series 65
Westwood, NJ
Fortis Group Advisors LLC
Richard Lotito is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at Invest Financial Corporation and LPL Financial LLC. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes, third-party manager evaluation, and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.
John F
Series 66
Westwood, NJ
Fortis Group Advisors LLC
John Francisco is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 license and eight years of industry experience. He has worked at firms including LPL Financial, LLC and Fidelity Brokerage Services LLC. Outside of his advisory work, he operates an e-commerce business selling clothing online. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a comprehensive investment approach that integrates fundamental and technical analysis, strategic asset allocation, and manager selection, with an emphasis on institutional due diligence and tax-aware decisions.
Joseph V
Series 66
Westwood, NJ
Fortis Group Advisors LLC
Joseph Vanacore is a financial advisor at Fortis Group Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has worked with firms including LPL Financial and MassMutual Life Insurance Company. Outside of advisory roles, he is involved with IDS Autoshred, a family-owned business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management, financial planning, and ERISA plan services, using risk-profiling technology and tax-aware strategies to tailor client portfolios.
Christine C
Series 66
Westwood, NJ
Fortis Group Advisors LLC
Christine Cox is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and three years of industry experience. She has worked at Fortis Group Advisors and LPL Financial since 2022 and previously held roles at The Fortis Agency, West Capital Strategies, and Guardian Life Insurance Company. Cox serves as a board member of the RWJ Community Medical Center Foundation. Fortis Group Advisors LLC offers investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and tax-aware strategies.
Eva R
Series 66
Westwood, NJ
Fortis Group Advisors LLC
Eva Rullo is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 28 years of industry experience. She previously worked at Invest Financial Corporation for 10 years before joining Fortis Group Advisors and LPL Financial in 2018. Outside of her advisory work, she is a commissioned notary. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm creates diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with various plan services.
Edward N
Series 66
Westwood, NJ
Fortis Group Advisors LLC
Edward Naphor is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and eight years of industry experience. He has been with Fortis Group Advisors and LPL Financial since 2018 and previously worked at Monmouth University and in the oil industry. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm’s investment approach integrates fundamental and technical analysis, strategic asset allocation, and manager selection, with a focus on institutional manager due diligence and tax-aware decisions.
Frank V
Series 63, Series 65
Westwood, NJ
Fortis Group Advisors LLC
Frank Vicendese is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at LPL Financial, Foresters Advisory Services LLC, and Vicendese Mortgage and Realty Corp. He is also a commissioned notary in New Jersey. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs diversified, asset-allocation portfolios with institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.
Matthew S
CFP®, Series 66
Westwood, NJ
Fortis Group Advisors LLC
Matthew Simon is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding the CFP® designation and Series 66 license. He has five years of industry experience, including roles at LPL Financial, Cetera, and Marg Financial. Outside of advisory work, Simon is involved with Fortis Wealth Group, a related business focused on non-variable insurance. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate coordination using a combination of fundamental and technical analysis, strategic asset allocation, and manager due diligence.
Sarah T
Series 66
Westwood, NJ
Fortis Group Advisors LLC
Sarah Tepper Fazzari is an advisor with Fortis Group Advisors LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at LPL Financial LLC and Alba Vineyards. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers investment management, financial planning, and estate/wealth-planning coordination, combining fundamental and technical analysis with strategic asset allocation and manager selection.
Michael K
Series 66
Westwood, NJ
Fortis Group Advisors LLC
Michael Koch is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding a Series 66 license and 24 years of industry experience. He has worked at LPL Financial since 2018 and previously spent ten years at INVEST Financial Corporation. Koch also operates MGK Wealth Management, a DBA for his LPL business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm focuses on diversified, asset-allocation portfolios and employs risk-profiling technology to tailor strategies to client needs.
Vanessa J
Series 66
Westwood, NJ
Fortis Group Advisors LLC
Vanessa Johnson is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fortis Group Advisors LLC and LPL Financial, LLC since 2018 and previously worked at INVEST Financial Corporation and Marie Rampino. Fortis Group Advisors is a multi-advisor registered investment adviser that serves individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers comprehensive investment management, financial planning, and estate coordination, utilizing a combination of fundamental and technical analysis, strategic asset allocation, and institutional manager due diligence.
Austin S
Series 66
Westwood, NJ
Fortis Group Advisors LLC
Austin Sweerus is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Fortis Group Advisors and LPL Financial since 2018 and previously spent seven years at INVEST Financial Corp. Outside of his advisory role, he is involved with Christopher Edwards Financial Associates LLP, an investment-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs a diversified, asset-allocation approach, utilizing risk-profiling technology and third-party manager evaluations to tailor portfolios and financial plans.
Stephen K
Series 63, Series 66
Westwood, NJ
Fortis Group Advisors LLC
Stephen Kuchinski is a financial advisor with Fortis Group Advisors LLC in Westwood, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has previously worked with LPL Financial, MML Investors Services, and MassMutual. Kuchinski is also associated with The Fortis Agency, an insurance-related business. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and integrating tax-aware considerations in its investment approach.
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