William Scholz is a financial advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, holding a Series 65 designation with three years of industry experience. He has been with Maltin Wealth Management since 2012. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm combines macroeconomic analysis with fundamental and technical security selection to construct diversified portfolios, often incorporating mutual funds, ETFs, structured notes, options, and individual securities.

Brianna Vanacore is a financial advisor at Valley Wealth Managers, Inc. with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Valley National Bank. She has also worked in various positions outside finance, including at Rutgers University and Anthony Gerald Studio D. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team, serving institutional clients and individual investors, including high-net-worth households. The firm employs a client-specific investment process that incorporates tactical allocations and a proprietary Valuation Analysis for equity selection, offering discretionary portfolio management and multiple wrap fee programs.

Nicholas Maguire is a financial advisor at Valley Wealth Managers, Inc. with three years of industry experience. He holds the Series 66 designation and previously served in the United States Marine Corps from 2017 to 2022. Outside of his advisory role, he manages a residential rental property with his wife. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm offers discretionary investment management and financial planning, employing a client-driven process that combines strategic equity, fixed income, and cash allocations tailored to each client’s objectives.

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 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.

Jared Cohen is a financial advisor at Onyx Bridge Wealth Group LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Private Client Services. Cohen is also the owner and manager of Onyx Bridge Tax Group, a tax and accounting firm. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm uses third-party research and a range of investment strategies, providing tailored portfolio management and ongoing account reviews.

Sergio Rodriguez is a CFP® professional with nine years of industry experience, currently serving at Maltin Wealth Management, Inc. He has held roles at Lincoln Financial Advisors and multiple Cornerstone entities before joining Maltin Wealth Management. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm combines macroeconomic analysis with fundamental and technical security selection to build diversified portfolios and operates its own wrap-fee program incorporating advanced products such as derivatives and structured notes.

Adrian Rodriguez is a CFP® with three years of industry experience, currently serving at Traphagen Financial Group. His prior roles include positions at Access Wealth and Lincoln 1st Bank. Traphagen Investment Advisors LLC provides portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, pension and profit-sharing plans, foundations, and trusts. The firm combines fundamental and technical analysis, managing discretionary model portfolios and integrating tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Chad Demartini is a financial advisor at Fort Point Capital Partners LLC with 16 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Goldman Sachs & Co. LLC for five years. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, and tax-aware strategies, and it manages a multi-series fund-of-funds private investment platform across various alternative asset classes.

Peter Maltin is a financial advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Maltin Wealth Management since 2012. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm manages approximately $425 million in client assets and employs a combined top-down and bottom-up investment process that includes fundamental and technical analysis, offering diversified portfolios with mutual funds, ETFs, and structured products.

Samuel Gurvitch is a financial advisor with Oxinas Partners Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He worked at Waddell & Reed, Inc. for 17 years before joining Oxinas Partners in 2019. Outside of advisory work, Gurvitch is a licensed insurance agent and is involved in real estate property services as the owner of Gurvitch Realtors. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, managing approximately $345 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, employing a client-specific, generally long-term investment approach with a range of instruments including mutual funds, ETFs, and individual securities.

Ayelet Kindler is a CFP® with 26 years of experience in the financial services industry. She is currently with Valley Wealth Managers, Inc., where she has worked since 2023, and has prior experience at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process that balances equities, fixed income, and cash, often holding individual securities alongside mutual funds and ETFs, supported by an investment committee and third-party services.

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.

Todd Zangrilli is a financial advisor at Alden Investment Group with 42 years of industry experience. He holds the Series 63 designation and has worked at several firms, including Wells Fargo Advisors LLC and Cantella & Co., Inc. Zangrilli is also an investor in rental properties through two limited liability companies. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers and offers specialized services in retirement programs and executive benefits for small and mid-sized employers.

Alan Tocman is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Private Client Services, and Purshe Kaplan Sterling Investments. He is also licensed as an agent for fixed/traditional insurance products. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers asset management, financial planning, retirement plan consulting, and donor-advised fund advice, utilizing third-party research and diversified investment strategies tailored to client goals and risk tolerances.

Michael Sanders is a financial advisor with 24 years of industry experience, currently with 5C Capital Management, LLC. He holds Series 63 and Series 65 licenses and previously worked at Clark Dodge Asset Management LLC for seven years. Sanders serves as a trustee on the BYRAM HILLS School District Board of Education and owns Impact Consulting. 5C Capital Management provides customized financial planning and investment management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and corporate retirement plans. The firm uses a fiduciary approach with discretionary portfolio management that incorporates quantitative measures, fundamental and technical analysis, and tax-aware construction.

Joseph Spinelli is a financial advisor with Vision Retirement, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Cetera and LPL Financial, and he has operated Spinelli Financial Services since 1995. Vision Retirement is an SEC-registered advisory firm serving individuals and high-net-worth clients with integrated financial planning, fiduciary investment management, and retirement plan rollover guidance. The firm employs a multi-adviser team approach, combining third-party portfolio strategists, model allocations, and custodial technology with tax-aware tools and coordinated planning services.

Curtis Brooks is a financial advisor at 5C Capital Management, LLC in Woodcliff Lake, NJ, with 40 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 65 licenses. 5C Capital Management provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, discretionary investment management, and periodic asset allocation and rebalancing. The firm constructs portfolios using a mix of institutional mutual funds, separately managed accounts, ETFs, individual equities, fixed income, and alternative assets when appropriate, following a structured due-diligence process and regularly monitoring accounts under discretionary authority.

John English is a financial advisor with Innovative Advisory Group, LLC, holding Series 65 and Series 66 designations and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Innovative Advisory Group in 2019. Outside of his advisory role, he serves on the Board of Governors for the Nyack Boat Club and is the secretary of the Parish Council at St. Pius X in Scarsdale, NY. Innovative Advisory Group provides investment management and planning services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs a multi-strategy investment approach and offers discretionary asset management alongside comprehensive financial and business retirement planning.

Reed Fraasa is a CFP® professional with 21 years of industry experience, currently serving at HIGHLAND Financial Advisors, LLC since 2005. He holds a Series 63 license and is based in Riverdale, NJ. HIGHLAND Financial Advisors is a registered investment adviser that serves individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm applies Modern Portfolio Theory and strategic asset allocation, using fundamental analysis and third-party research to manage diversified portfolios that include mutual funds, ETFs, and private alternative allocations.