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.

Philip Richter is a financial advisor at Hollow Brook Wealth Management LLC with two years of industry experience. He holds Series 66 and Series 65 credentials and has been with Hollow Brook Wealth Management since 2007. Outside of his advisory role, Philip co-owns a working horse farm in Bedford, NY, and serves on the boards of several equestrian organizations and foundations, including the Revs Institute and the United States Equestrian Team Foundation. Hollow Brook Wealth Management provides comprehensive wealth management and advisory services to individuals, families, family offices, foundations, and other institutions. The firm combines a macroeconomic investment approach with research-driven security selection and offers a broad family-office style service set alongside investment management.

Benjamin Schwartz is a financial advisor with Madison Advisory Services, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Cambridge Investment Research, Inc. and Lion Street Financial. Schwartz is also an owner of Madison Planning Group, Inc., where he has been involved since 2011. Madison Advisory Services serves individual and high-net-worth clients, as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management, financial planning, and access to third-party managed programs, typically implementing portfolios with mutual funds, ETFs, and model portfolios using strategic and tactical asset allocation.

Jack Longden is a financial advisor at Aspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Aspire Advisors, he worked at Wells Fargo Advisors and Northwestern Mutual and held roles at Roger Williams University. He also assists Hamilton Cavanaugh & Associates, Inc. on a limited, non-registered basis. Aspire Advisors provides investment management, financial planning, retirement planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm manages client accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis in its research.

Paul Fegan Jr. is a CFP® professional with nine years of experience in the financial services industry. He is currently a managing partner at Navis Wealth Advisors LLC in Rye Brook, NY, where he has worked for six years. His career includes roles at Quincy Wells Capital, Great Point Capital, Purshe Kaplan Sterling Investments, Sanctuary Securities, Bank of America, and Merrill. He also serves as a director for Navis Foundation, Inc., overseeing the activities of the charity. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $902 million in assets, focusing on discretionary investment management, financial planning, and retirement plan advisory services, with an investment approach centered on fundamental analysis and long-term strategies across diversified asset classes.

Christopher Rossetti is a financial advisor at Tortoise Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Tortoise since 2022, with prior experience at Sector Financial and roles at Tufts University and St. Joseph High School. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, emphasizing risk management, tax efficiency, and a conservative long-term approach. The firm also offers financial planning and advice on non-investment matters, utilizing index funds, ETFs, and selective alternative investments consistent with client objectives.

Kenneth Fadden is a financial advisor at Madison Advisory Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Cambridge Investment Research, Inc. and Lion Street Financial, LLC. His other business activities include serving as an agent in insurance, benefits, and human resources. Madison Advisory Services, Inc. advises individual and high-net-worth clients, as well as participant-directed and sponsor retirement plans, providing asset management, financial planning, and consulting services. The firm employs strategic and tactical asset allocation models using mutual funds, ETFs, and model portfolios while offering both wrap and non-wrap solutions through multiple third-party platforms.

James Moore is a CFP® with eight years of industry experience, currently serving as a financial advisor at WJL Financial Advisors since 2017. Prior to joining WJL, he worked at Vitec for five years. WJL Financial Advisors serves individuals, small businesses, charitable organizations, trusts, and estates with comprehensive financial planning, portfolio guidance, and tax services. The firm uses an academic-based investment approach centered on low-cost, passively managed funds and emphasizes client approval for trade execution, combining tax planning with non-discretionary portfolio guidance.

Lisa Balsamo is a financial advisor at Corrado Advisors, LLC with four years of industry experience. She holds a Series 65 designation and is also involved in several affiliated businesses, including CFG CPA, LLP, an accounting firm. Corrado Advisors serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary investment advisory services and financial planning. The firm’s investment strategies include allocations to equities, fixed income, mutual funds, ETFs, and other instruments, and it coordinates with an affiliated professional network including accounting and legal services.

Andrew Urbanski is a financial advisor at N10° Wealth with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of advising, Andrew has engaged in freelance modeling. N10° Wealth provides discretionary portfolio management, financial planning, retirement plan consulting, and third-party manager selection for individuals, trusts, retirement plans, and business entities. The firm employs a multi-strategy investment approach using a range of asset types and analytical methods, while leveraging third-party managers and technology platforms for portfolio implementation and management.

Michael Duvally is a financial advisor at 5C Capital Management, LLC, holding a Series 65 designation with eight years of industry experience. Prior to joining 5C Capital in 2021, he worked at 4Thought Financial Group Inc. and American Portfolios Financial Services Inc. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, discretionary investment management, and periodic asset allocation and rebalancing. 5C Capital builds diversified portfolios using a mix of institutional mutual funds, separately managed accounts, ETFs, equities, fixed income, and alternative assets, guided by a structured due-diligence process and quarterly monitoring under discretionary authority.

John Mifsud is a financial advisor at Madison Advisory Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Cambridge Investment Research, NewPro Home Solutions, Alure Home Solutions, Constitution Provisions, and JM Family Provisions. Madison Advisory Services, Inc. provides investment supervisory, financial planning, and consulting services to individual clients, including high-net-worth households, as well as participant-directed and sponsor retirement plans. The firm employs strategic and tactical asset allocation models and uses a variety of investment vehicles, offering both discretionary trading authority and access to multiple third-party platforms.

Gabriella Del Monaco is a CFP® professional with three years of industry experience, currently advising at Instrumental Wealth, LLC. She previously worked at Ameriprise Financial Services, LLC and Cambridge Investment Research Advisors, Inc. Gabriella holds licenses as a New York insurance agent, focusing on life, health, and variable insurance products. Instrumental Wealth provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, business owners, trusts, estates, and retirement plans. The firm customizes portfolios based on client risk tolerance and objectives, employing a range of investment vehicles and offering integrated planning services for business owners.

Ziyah Esbenshade is a CFP® with 26 years of experience in the financial services industry. She is currently with Trivium Point Advisory, LLC, where she has worked since 2023, and previously spent 13 years at Ameriprise Financial Services, Inc. Esbenshade provides investment advisory services through Trivium Point Advisory and is involved in related business activities including tax preparation and insurance solicitation. Trivium Point Advisory serves individuals, high-net-worth clients, family offices, trusts, and retirement/profit-sharing plans, managing approximately $1.49 billion across 1,051 clients. The firm employs a long-term, diversified investment approach using both internal models and external managers, and distinguishes itself through its affiliation with an accounting firm, enabling integrated advisory, accounting, and tax-preparation services.

Michael Benenson is a financial advisor at Bay Colony Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bay Colony Advisors since 2018, following two years at Questar Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with a range of financial planning and portfolio management services. The firm’s investment process emphasizes fundamental analysis and a long-term approach, complemented by model portfolios and third-party sub-advisers, and offers family-office and concierge services alongside institutional retirement plan management.

Evan Mcgoff is a financial advisor at Dock Street Asset Management Inc. with 14 years of industry experience. He holds a Series 65 credential and has been with Dock Street Asset Management since 2009. Dock Street Asset Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm customizes client portfolios using predefined model portfolios and focuses on companies with high returns on invested capital through fundamental and technical analysis, employing a range of strategies including long- and short-term positions and option writing.

Justine Perdomo is a financial advisor at Bull Harbor Capital LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance for 19 years. Outside of her advisory role, she provides consulting and analytics services to another broker. Bull Harbor Capital LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Brendan Blaney is a financial advisor at Tortoise Investment Management, LLC with 15 years at the firm and four years of industry experience. He is based in New York, NY. Tortoise Investment Management provides discretionary investment management primarily to high-net-worth individuals and trusts, focusing on risk management, tax efficiency, and a conservative long-term investment approach. The firm also offers financial planning and advice on non-investment matters such as retirement and estate planning when requested by clients.

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.

William Nichols is a financial advisor at PUREfi Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Cantor Fitzgerald & Co. Nichols serves on the board of Kingston Healthcare, a healthcare organization based in Toledo, Ohio. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, offering investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm builds individualized portfolios using a combination of active and passive strategies, ESG screening, and derivative instruments, and is known for its participation in the Dynasty network and use of specialized order-management tools for held-away workplace accounts.