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.

Wilder Harvard is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Poxono Capital. His prior roles include positions at Alliance Bernstein, BlackRock Investments LLC, and Vernier Capital Partners. He is also the founder of a consulting firm that provides market intelligence, brand consultation, and fundraising advice to alternative investment managers. Poxono Capital offers discretionary investment advisory services primarily to individual and high-net-worth clients, providing customized portfolio management and written Investment Policy Statements. The firm employs a multi-method investment process and manages a privately organized pooled investment vehicle alongside traditional advisory services.

David Yvars is a financial advisor at The David J. Yvars Group Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2004. The David J. Yvars Group Inc. serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and defined contribution plans. The firm offers discretionary portfolio management and integrated financial planning, utilizing fundamental, technical, and cyclical analysis to construct customized portfolios.

George Allen is a financial advisor at G.B. Allen Associates, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 1987. In addition to his advisory role, Allen is president and managing partner of an affiliated CPA firm, GB Allen, Castro & Associates. G.B. Allen Associates serves individuals, trusts, estates, and business entities, managing approximately $99.5 million across about 25 client relationships. The firm provides discretionary investment management and financial planning with customized portfolios, and is affiliated with a CPA practice that offers tax and accounting services under separate agreements.

Mathis Le Blanc is a financial advisor at Heydorn Stone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Heydorn Stone, he gained experience at the Charles Schwab Foundation Personal Financial Planning Clinic and several other organizations. Heydorn Stone Capital Management is an independent registered investment adviser that provides discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, and charitable and corporate organizations. The firm employs a client-centered process focused on asset allocation diversification across multiple model portfolios ranging from all equity to capital preservation.

Thomas Moore is a CFA® charterholder with 31 years of experience in the financial industry. He has worked at Clemensen Capital Company LLC since 2021 and has been associated with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Moore serves as an advisory board member for the Women's Institute for Science, Equity, and Race. Clemensen Capital Company LLC provides investment counsel and portfolio management primarily to individual and high-net-worth clients, as well as advisory services to other investment advisers. The firm employs a client-specific investment process, including the use of derivatives in separately managed accounts, and manages a concentrated client base with customized portfolio oversight.

Angelo Cirinelli is a financial advisor at Visconti & Associates, a Financial Services LLC, holding a Series 65 designation with three years of industry experience. He has also worked at Montclair State University since 2016. Outside of his advisory role, he is a partner and member of Realty Management Advisors, LLC and Sterling Adams, LLC, both property management and real estate ownership companies. Visconti & Associates is a fee-only registered investment adviser serving individuals, trusts, estates, and business entities with portfolio management and financial planning services. The firm uses a combination of fundamental and technical analysis across various asset classes and may allocate assets to unaffiliated independent managers while typically recommending Charles Schwab for custody and clearing.

Michael Israel is a CFP® with 23 years of industry experience, currently serving as a partner at Revolve Wealth Partners, LLC since 2017. He previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Oppenheimer & Co. Inc. Israel is also a board member of a religious nonprofit organization, where he participates in board meetings and event coordination. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a diversified investment approach, including mutual funds, ETFs, individual equities, fixed income, and private placements, with an emphasis on growth and value integration, global diversification, and tax sensitivity.

Steven Maide is a financial advisor with Key Client Fiduciary Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Key Client Fiduciary Advisors since 2018 and has prior experience with Coastal Equities, Inc. and Wells Fargo Advisors. Key Client Fiduciary Advisors, LLC serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities. The firm focuses on fundamental analysis and customizes portfolios to clients’ goals, combining in-house management with independent managers, and providing financial planning and retirement-plan consulting services.

Robert Manschot is a financial advisor at Commons Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cramer Rosenthal McGlynn from 2002 to 2016 before joining Commons Capital Advisors, LLC in 2016. Commons Capital is a team-based, SEC-registered investment adviser managing approximately $307 million in assets for individuals, high-net-worth families, trusts, and estates. The firm employs a long-term investment process integrating Modern Portfolio Theory with quantitative, fundamental, and technical analysis, supported by a seven-step risk management approach that includes hedging strategies uncommon among similar advisory teams.

Andrew Aran is a CFA® charterholder with 17 years of industry experience. He has been with Hudson Capital Management LLC, doing business as Regency Wealth Management, since 2010. Regency Wealth Management provides wealth management, investment advisory, financial planning, and retirement plan consulting services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm manages approximately $538 million in regulatory assets and employs a combination of fundamental and technical analysis to deliver personalized investment strategies.

Brandon Place is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Outside of his advisory role, he is involved part-time in business development for a venture called Mem. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm utilizes both third-party research and proprietary portfolio models, providing customized investment solutions that include ETFs, structured products, alternative investments, and specialized tax-management strategies.

Eric Fishman is a financial advisor at Key Client Fiduciary Advisors, LLC with 40 years of industry experience. He has been with Key Client Fiduciary Advisors since 2004 and holds a Series 63 designation. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Coastal Equities, Inc. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, discretionary investment management, and retirement plan consulting, using fundamental analysis to create client-specific portfolios aligned with each client’s objectives and risk tolerance.

Christian Garces is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Key Client Fiduciary Advisors, LLC since 2018, following prior roles at Coastal Equities, Inc. and Wells Fargo Advisors Financial Network LLC. Key Client Fiduciary Advisors, LLC serves individuals, retirement plans, trusts, estates, corporations, and other business entities, offering financial planning, consulting, and discretionary investment management. The firm’s investment approach focuses on fundamental analysis and customized portfolio management aligned with each client’s objectives, time horizon, liquidity needs, and risk tolerance.

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.

Asher Konigsberg is a financial advisor at 5C Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with 5C Capital Management since 2020. Prior to his advisory career, he worked at RSM Facility Solution and spent a decade in education at River Dell MS, River Dell HS, and SUNY at Binghamton. 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 acts as a fiduciary, offering portfolios built around client objectives, risk tolerance, and liquidity needs, using a combination of quantitative measures, fundamental and technical analysis, and tax-aware portfolio construction.

Tiera Mulligan is a financial advisor at Traphagen Financial Group with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, Chase Investment Services Corp., and JPMorgan Chase Bank since 2011. 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 uses a combination of fundamental and technical analysis and integrates tax and accounting services through its affiliation with an accounting practice.

Mark Andraos is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Regency Wealth Management since 2019 and previously was with Fountainhead Asset Management and Heller Wealth Advisors. Regency Wealth Management provides wealth management, investment advisory, financial planning, and retirement plan consulting services to individuals and institutional clients, typically serving those with investible assets over $1 million. The firm employs a mix of fundamental and technical analysis to manage accounts on a discretionary basis and conducts regular reviews and financial planning after detailed client interviews.

Megan Grusczynski is a CFP® at Revolve Wealth Partners, LLC with one year of industry experience. She has been with Revolve Wealth Partners since 2018 and previously worked at Russell Research from 2014 to 2018. Revolve Wealth Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management and comprehensive wealth-management services, utilizing a diversified approach that includes mutual funds, ETFs, individual equities, fixed income, and private placements for qualified clients.

Kathryn O'Donnell is a financial advisor at Makrod Investment Associates Inc with 13 years of industry experience. She has been with Makrod Investment Associates since 2000. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses fundamental analysis and a value-oriented approach, focusing on long-term purchases of blue-chip, dividend-paying stocks and investment-grade fixed income, managing approximately $803.7 million on a non-discretionary basis.