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Christopher F

Series 66

Oradell, NJ

Traphagen FInancial Group

Christopher Fundora is a financial advisor at Traphagen Financial Group in Oradell, NJ. He holds a Series 66 credential and has 12 years of industry experience, including 10 years with Traphagen Financial Group. Traphagen Investment Advisors LLC offers portfolio management, financial planning, and retirement-plan consulting for individuals, businesses, and institutional clients. The firm uses a combination of fundamental and technical analysis, provides discretionary and fee-for-service options, and integrates tax and accounting services through its affiliation with an accounting practice.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner Retired
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Eric N

Series 66

Westwood, NJ

Fortis Group Advisors LLC

Eric Naphor is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and five years of industry experience. He has been with Fortis Group Advisors and LPL Financial since 2021. Prior to his advisory roles, Eric held positions in various fields including home services and education. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations. The firm combines fundamental and technical analysis with strategic asset allocation and manager selection, offering both discretionary and non-discretionary investment management, financial planning, and estate coordination across a range of asset classes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Michael N

Series 63, Series 65

North White Plains, NY

Aspire Advisors, LLC

Michael Noschese is a financial advisor with Aspire Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Hamilton Cavanaugh & Associates, Inc. from 2004 to 2016 and again from 2017 to the present. Noschese assists with general information at Aspire Advisors on a non-compensated 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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jeffrey H

Series 65

Oradell, NJ

Traphagen FInancial Group

Jeffrey Hanson is a financial advisor at Traphagen Financial Group with 14 years of industry experience. He holds a Series 65 designation and has been with Traphagen Investment Advisors LLC since 2012. 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 and offers both discretionary investment management and fee-for-service planning, with integrated tax, accounting, and estate-planning services through its affiliation with an accounting practice.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner Retired
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Jane R

North White Plains, NY

Aspire Advisors, LLC

Jane Rosenfeld is a financial advisor at Aspire Advisors, LLC with 16 years of industry experience. She has been affiliated with Hamilton Cavanaugh & Associates, Inc. for over 22 years. Aspire Advisors provides investment management, financial planning, retirement planning, and consulting services to individual clients, including high-net-worth households, as well as pension and employee benefit plans. The firm combines fundamental and technical analysis and typically implements model portfolios tailored to client risk tolerance and objectives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Gary H

CFP®, Series 63

Wayne, NJ

HIGHLAND Financial Advisors, LLC

Gary Hirsh is a CFP® with 21 years of industry experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC. His career includes roles at Atlas Fiduciary Financial, Stonegate Wealth Management, and a long-standing position as Of Counsel at Sobel & Co., Inc., where he provides tax preparation, accounting, and tax planning services. HIGHLAND Financial Advisors is a registered investment adviser serving individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm employs a Modern Portfolio Theory-based investment approach with strategic asset allocation, fundamental securities analysis, and tax-efficient portfolio management.

Divorce financial planning Wealth management Divorced Women Women Professionals
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Gary R

Series 66

Harrison, NY

Next Level Private LLC

Gary Raniolo II is a financial advisor at Next Level Private LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Merrill. Outside of his advisory work, he is involved with nonprofit lacrosse organizations, including Predators Lacrosse LLC and Rye Youth Lacrosse. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, stocks, and bonds, with ongoing client communication and periodic portfolio reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Established Professionals
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Francis M

Series 66

Scarsdale, NY

Third View Private Wealth

Francis Mckiernan is a financial advisor with Third View Private Wealth and holds a Series 66 designation. He has 12 years of industry experience and has previously worked at firms including Procyon Advisors, Baker Tilly, Bank of America, Merrill, and Morgan Stanley. Mckiernan is also a licensed insurance agent through Third View Risk, LLC, providing life insurance products to clients as needed. Third View Private Wealth offers personalized investment management, financial planning, and retirement plan consulting to a diverse client base that includes individuals, families, trusts, estates, businesses, and institutional and charitable entities. The firm uses a combination of in-house and third-party model portfolios, separately managed accounts, and alternative investments to implement tailored strategies.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Anthony G

CFP®, Series 66

Totowa, NJ

CFS Investment Advisory Services LLC

Anthony Ghetian is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at CFS Investment Advisory Services, LLC since 2019 and previously spent nine years at EF Legacy Securities. CFS Investment Advisory Services, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.73 billion in assets and customizes client portfolios using mutual funds, ETFs, individual securities, and Independent Managers, offering both advisory and insurance-related services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Wealth management Founder/Business Owner Retired
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Kevin L

Series 63, Series 66

Ridgewood, NJ

Vision Retirement

Kevin Leeds is a financial advisor at Vision Retirement with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has maintained a long-standing accounting practice as president of Kevin L. Leeds, CPA, PC since 1980. Prior to joining Vision Retirement, he worked at Vaughan and Company Securities, Inc. for five years. Vision Retirement is an SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm combines third-party strategist models with advisor judgment to create tailored portfolios, incorporating technology and tax-aware strategies.

General retirement planning Retirement income strategy Social Security optimization Medicare planning Tax-loss harvesting Executive Founder/Business Owner Approaching retirement Mid-Career Professionals
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Barry M

Series 63, Series 65

Harrison, NY

Next Level Private LLC

Barry Mitchell Jr. is a financial advisor with Next Level Private LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior firms include UBS Financial Services, Merrill, and Wells Fargo Clearing. He is also a licensed insurance professional. Next Level Private LLC provides discretionary investment management, financial planning, retirement plan advisory, and annuity consulting to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using diversified mutual funds, ETFs, individual stocks and bonds, with both fundamental and technical analysis to manage client portfolios.

Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Established Professionals
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Carmine C

CFP®, Series 63, Series 65

Fairfield, NJ

Cornerstone Planning Group

Carmine Corino is a CFP® professional with 22 years of industry experience, currently serving at Cornerstone Planning Group since 2009. He previously worked with NYLIFE Securities Inc and New York Life Insurance Company from 2003 to 2020. Outside of his advisory role, he is a part-owner of a restaurant in Nutley, New Jersey. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, focusing on portfolios built around written investment policy statements and generally favoring passive, low-cost mutual funds and ETFs tailored to client objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General tax planning Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Jesse W

Series 63, Series 65

Woodcliff Lake, NJ

Atcap Partners, LLC

Jesse Weissberger is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley and National Asset Management Inc. Since 2017, he has been involved in insurance sales as an insurance agent. Atcap Partners provides investment management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm utilizes a blend of analytical methods and market-timing strategies to tailor portfolios, offering discretionary and non-discretionary management along with access to third-party asset managers.

Private / alternative investments Options & derivatives strategies Real estate investing
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Robert B

CFP®

Hackensack, NJ

Revolve Wealth Partners, LLC

Robert Biesiada is a CFP® professional with three years of industry experience, currently with Revolve Wealth Partners, LLC. His prior work includes roles at Mr. Fix-All and Biofoods Ltd. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm constructs diversified portfolios tailored to client risk profiles and goals, utilizing mutual funds, ETFs, individual securities, and third-party managers, with an emphasis on rebalancing and tax sensitivity.

Private / alternative investments Real estate investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Scott W

Series 63, Series 65

Totowa, NJ

Aurora Private Wealth, Inc.

Scott Wallach is a financial advisor with Aurora Private Wealth, Inc. in Totowa, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Aurora Private Wealth and its affiliated firm APW Capital since 2017 and previously spent a year at Wells Fargo Clearing. Outside of finance, Wallach is involved in music production on a limited basis. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as trusts, estates, pension plans, and charitable organizations. The firm offers financial planning and investment management through a team of advisors using personalized strategies, model portfolios, and third-party platforms.

Options & derivatives strategies Retirement income strategy Annuities Retirement plans for business owners (SEP, solo 401k)
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David L

CFP®, Series 63, Series 65

New City, NY

Savlan Wealth Partners

David Lieblich is a CFP® with 13 years of industry experience. He is currently affiliated with Savlan Wealth Partners and has previously worked at Commonwealth Financial Network and Avantax Investment Services. In addition to financial advising, he is involved in tax preparation through his private entity, Lieblich Financial Services Inc. Savlan Wealth Partners is an SEC-registered investment adviser offering portfolio management and financial planning to individuals, trusts, tax-exempt organizations, and corporate clients. The firm emphasizes strategic asset allocation, diversification, and combines passive and active strategies tailored to clients’ financial goals and risk profiles.

Private / alternative investments Social Security optimization Roth conversion strategy Tax-loss harvesting Retirement income strategy
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Cara M

CFP®, Series 63

Hackensack, NJ

Revolve Wealth Partners, LLC

Cara Mastrangelo is a CFP® professional with four years of industry experience currently advising with Revolve Wealth Partners, LLC. Her prior experience includes roles at Apollo Global Securities, Apollo Global Management, AllianceBernstein, and Sanford C. Bernstein & Co., LLC. Revolve Wealth Partners is a multi-team registered investment adviser managing approximately $1.42 billion for individual, high-net-worth, trust, estate, retirement plan, and business clients. The firm emphasizes diversified, globally aware portfolios tailored to client risk profiles and goals, offering a range of financial planning, consulting, and wealth management services.

Private / alternative investments Real estate investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Peter S

Series 63, Series 66

Bronxville, NY

Beckerman Wealth

Peter Signori is a financial advisor at Beckerman Wealth with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beckerman Institutional, LLC since 2013. Beckerman Wealth provides asset management and incidental financial planning to individual and high-net-worth clients, as well as non-discretionary retirement plan consulting to plan sponsors. The firm manages discretionary and non-discretionary accounts using individualized asset allocation informed by client objectives, risk tolerance, and macroeconomic analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Active portfolio management Founder/Business Owner
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